@MatthewWalter:$Rivian Automotive, Inc.(RIVN)$ Rivian has had a rough journey since it went public last November. After reporting $95 million in revenue for the March 2022-ending quarter and a whopping net loss of $1.6 billion, the stock trades 86% below its high. Are its shares undervalued? It makes an amazing electric truck but it can’t make enough of them to fill the demand. Until Rivian can deliver more than it promises investors, its shares are not likely to soar.
@StarLuck:$ESR-REIT(J91U.SI)$DBS Group Research analysts Dale Lai and Derek Tan have kept a “buy” rating on ESR REIT with a target price of 50 cents.After ESR REIT’s successful merger with ARA LOGOS Logistics Trust ALOG) in April, the REIT is now the fifth largest industrial Singapore REIT with a total asset base of approximately $5.5 billion but has yet to see a re-rating.“With large cap industrial Singapore REITs trading at around 20 bps premium over its mid cap peers, we believe that the market has yet to re-rate ESR REIT, despite its ability to access a significant pipeline of assets and support from an enlarged sponsor group,” says Tan and Lai. “In the medium term, as ESR REIT executes on its value-accretive plans, we expect its P/NAV to trade
@吴家琦:Gold remains a safe haven amid bitcoin and stock market turmoil in 2022If you needed one, that’s an almost perfect example of what we mean when we say that gold can be used as an “inflation hedge” and a “safe haven” to protect your wealth in times of economic crisis 😉