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12-23

CITY DEVELOPMENT LTD ... RNAV : $12.60 .. TARGET PRICE $10.50

Maintain BUY; TP of S$10.50. Our TP of S$10.50 is based on a 35% discount-to-RNAV which implies a 1x P/NAV, slightly above -0.5SD of its historical range. Our TP upsides are mainly from a potential re-rating from the realization of its RNAV with the completion of development assets and potential asset recycling. $CityDev(C09.SI)$   $BIDU-SW(09888)$   $BYD COMPANY(01211)$   $DBS GROUP HOLDINGS LTD(D05.SI)$  
CITY DEVELOPMENT LTD ... RNAV : $12.60 .. TARGET PRICE $10.50
avatarSPOT_ON
09-28

CHINA ANNOUNCED 1ST 500 BILLION SWAP FACILITY FOR CAPITAL MARKET

In addition to support for the economy, the government is also focusing on capital markets. This week, a CNY 500bn swap facility was announced, giving brokers, funds, and insurance companies liquidity to buy stocks. With two more rounds of CNY 500bn mentioned as possible. A CNY 300bn special refinancing facility, with a 2.25% lending rate, will be introduced for share buybacks, and a stock market stabilization fund is also under consideration. $Alibaba(09988)$   $PDD Holdings Inc(PDD)$   $XPeng Inc.(XPEV)$   $BIDU-SW(09888)$   $TENCENT(00700
CHINA ANNOUNCED 1ST 500 BILLION SWAP FACILITY FOR CAPITAL MARKET
avatarSPOT_ON
12-24 14:39

RED HOT ! CHINA TO UNLEASH 3 TRILLION STIMULUS EARLY NEXT YEAR

Chinese authorities have agreed to issue 3 trillion yuan ($411 billion) worth of special treasury bonds next year, two sources said, which would be the highest on record, as Beijing ramps up fiscal stimulus to revive a faltering economy. The plan for 2025 sovereign debt issuance would be a sharp increase from this year's 1 trillion yuan and comes as Beijing prepares to soften the blow from of an expected increase in U.S. tariffs on Chinese imports when Donald Trump returns to the White House in January. $Alibaba(09988)$   $TENCENT(00700)$   $PDD Holdings Inc(PDD)$   $MEITUAN-W(03690)$ 
RED HOT ! CHINA TO UNLEASH 3 TRILLION STIMULUS EARLY NEXT YEAR
avatarSPOT_ON
09-17

DONALD TRUMP PUSH FOR CRYPTO US DOMINATION

Donald Trump headlined an event billed as the unveiling of a crypto platform promoted by the Republican nominee and his sons, putting the spotlight on a niche digital-asset sector with a history of controversy. On the goal of becoming the key crypto hub, Donald Trump said: “If we don’t do it, China is going to do it. China is doing it anyway. But if we don’t do it, we’re not going to be the biggest, and we have to be the biggest and the best.” $Coinbase Global, Inc.(COIN)$   $Microsoft(MSFT)$   $Riot Platforms(RIOT)$   $NVIDIA Corp(NVDA)$  
DONALD TRUMP PUSH FOR CRYPTO US DOMINATION
avatarSPOT_ON
2021-09-10
$Alibaba(09988)$ALIBABA A TRILLION STOCK IN FUTURE ? WHAT ARE THE POSSIBILITIES?Amazon (NASDAQ:AMZN), which is growing at a similar rate as Alibaba, trades at 65 times this year's earnings and four times this year's sales. Therefore, Alibaba's regulatory headaches -- and the market's distaste for Chinese stocks -- are clearly depressing its valuations. The big news that sent Chinese ADRs soaring on Tuesday was that Chinese exports rose by 25.6% year over year in the month of August. The report shows that there is a strong demand for Chinese goods overseas, which include electronics and consumer goods. Soaring export means HPHT ports in shenzhen and hong kong are booming !!! ?? ?? ? ? ? ? 
avatarSPOT_ON
09-14
$Riot Platforms(RIOT)$   [Call]  [Call]  [Call]  [Call]   > 200% UPSIDE With BTC soaring to 60k !!! It is time to load up this undervalued gem !!! RIOT PLATFORMS !!!  Riot Platforms owns and operates North America’s largest Bitcoin mining facility as measured by developed capacity. Cathie Wood, Ark Invest Management's CEO and Chief Investment Officer, has set the financial world abuzz with her bullish Bitcoin (BTC) forecast. Wood boldly predicted that BTC could surge 5,837%, reaching a price of $3.8 million per coin, by 2030. Her bullish projection, coupled with the recent resurgence in market sentiment, is igniting excitement among crypto
avatarSPOT_ON
2023-02-27

CDG NET PROFIT JUMP 63% .DECLARE SPECIAL DIVIDEND & DIVIDEND

CDG $COMFORTDELGRO CORPORATION LTD(C52.SI)$ has reported earnings of $57.8 million for its 2HFY2022 ended December, 63.3% higher y-o-y compared to $35.4 million for the same period last year. Revenue for 2HFY2022 stood at $1.93 billion, up 9% y-o-y with an increase of $235.8 million coming from underlying businesses Operating profit for the period of $98.9 million was 41.3% higher y-o-y. The operating costs for the full year stood at $3.51 billion, 6.3% higher y-o-y while operating profit for the period was $279 million, 35.1% higher y-o-y. The group has declared a final dividend of 1.76 cents per share and a special dividend of 2.46 cents per share. The special dividend was given to commemorate the group's 20th an
CDG NET PROFIT JUMP 63% .DECLARE SPECIAL DIVIDEND & DIVIDEND
avatarSPOT_ON
08-20

FIRST REIT- ASIA LEADING HEALTHCARE REIT WITH 10% YIELD

$First Reit(AW9U.SI)$   Maintain BUY with an unchanged DDM-derived target price of S$0.30. First REIT is trading at an attractive 16% discount to NAV and a forward FY24e distribution yield of 9.3%. Organic growth will stem from more Indonesian hospitals achieving performance-based rent. Potential catalysts include the successful divestment of non-core assets such as Imperial Aryaduta Hotel and Country Club (IAHCC) and recycling the proceeds to fund acquisitions in developed markets as part of its First REIT 2.0 growth strategy. Our estimates remained unchanged. $ocbc bank(O39.SI)$   $Meta Platforms, Inc.(META)$  
FIRST REIT- ASIA LEADING HEALTHCARE REIT WITH 10% YIELD
avatarSPOT_ON
09-06

RED HOT ! QUALCOMM MIGHT ACQUIRE INTEL...

Qualcomm has explored the possibility of acquiring portions of Intel's design business to boost the company's product portfolio, according to two sources familiar with the matter. The mobile chipmaker has examined acquiring different pieces of Intel, which is struggling to generate cash and looking to shed business units and sell off other assets, the people said. @SPACE ROCKET   @SR050321   @melson   @Terra Incognita   @Barcode  
RED HOT ! QUALCOMM MIGHT ACQUIRE INTEL...
avatarSPOT_ON
11-18

ALIBABA NET INCOME JUMPED ABOUT 60%

Alibaba Group Holding (HKG:9988) reported a net income attributable to ordinary shareholders of 43.87 billion yuan for the quarter ended Sept. 30, a 58% jump from 27.71 billion yuan in the year-ago quarter, according to a Friday filing with the Hong Kong bourse. Earnings per share were 2.27 yuan, a 69% increase compared with 1.35 yuan a year ago. $Alibaba(09988)$   $TENCENT(00700)$   $Amazon.com(AMZN)$   $NVIDIA Corp(NVDA)$   @TigerWire   @Success88  
ALIBABA NET INCOME JUMPED ABOUT 60%
avatarSPOT_ON
08-16

GET READY IN SEPT WHEN CHINESE CAN BUY ALIBABA DIRECTLY VIA HK SOUTHBOUND CONNECT

Alibaba’s Hong Kong-listed shares could be ready for mainland buyers via Stock Connect by September 9, Morgan Stanley says The e-commerce giant is likely to see up to US$12 billion of inflow from mainland investors in the six months after its primary listing in Hong Kong Stock price has been lagging the broader market this year amid intense competition at home $Alibaba(09988)$   $Amazon.com(AMZN)$   $Meta Platforms, Inc.(META)$   $Microsoft(MSFT)$  
GET READY IN SEPT WHEN CHINESE CAN BUY ALIBABA DIRECTLY VIA HK SOUTHBOUND CONNECT
avatarSPOT_ON
10-20

RED HOT ! CDL LATEST LAUNCH NORWOOD GRAND 84% SNAPPED UP IN 1 DAY !!

Norwood Grand snapped up on launch weekend - best-performing new launch in 2024 Singapore, 20 October 2024 - City Developments Limited (CDL) commenced sales for Norwood Grand on Saturday, 19 October 2024. As at 6.00 pm on Sunday, 20 October 2024, 292 units (84% of the 348-unit project) have been sold at an average selling price (ASP) of S$2,067 per square foot (psf). This is the first luxury private residential launch in Woodlands since 2012. $CityDev(C09.SI)$   $UOB(U11.SI)$   $ocbc bank(O39.SI)$   $Apple(AAPL)$   $PDD Holdings Inc(PDD)$
RED HOT ! CDL LATEST LAUNCH NORWOOD GRAND 84% SNAPPED UP IN 1 DAY !!
avatarSPOT_ON
04-29

CITY DEVELOPMENT LIMITED RNAV :$19.461-- STRONG BUY TARGET $10.50 and $8.97

CDL purchased started 954,000 ordinary shares at an average price of S$5.75. This represents a discount of 43% to Net Asset Value (NAV) per share of S$10.12 and a discount of 70% to Revalued NAV per share of S$19.461 as at 31 December 2023,  $CityDev(C09.SI)$   $UOB(U11.SI)$   $Microsoft(MSFT)$   $Meta Platforms, Inc.(META)$   $Alibaba(09988)$  
CITY DEVELOPMENT LIMITED RNAV :$19.461-- STRONG BUY TARGET $10.50 and $8.97
avatarSPOT_ON
2021-09-18
$WILMAR INTERNATIONAL LIMITED(F34.SI)$TOO UNDERVALUED... OWN 90% MORE OF A SUBSIDIARY YI HAI KERRY ARAWANA LISTED ON SHENZHEN STOCK EXCHANGE WITH MARKET CAP AROUND $60 TO $70 BILLION NOW WITH 10% FLOAT 
avatarSPOT_ON
2023-01-28

CROMWELL EUROPEAN REIT- 11% YIELD & EURO 2.15 TARGET PRICE

$Cromwell Reit EUR(CWBU.SI)$   Cromwell European REIT (CERT) is a Singaporean REIT with the principal investment strategy of investing, directly or indirectly, in a diversified portfolio of income-producing real estate assets in Europe that are used primarily for office, light industrial/logistics, and retail purposes. CERT owns a portfolio of 115 properties in, or close to, major gateway cities in the Netherlands, Italy, France, Poland, Germany, Finland, Denmark, the Czech Republic, Slovakia, and the UK, and it has been pivoting towards logistics assets. CERT is managed by Cromwell EREIT Management Pte. Ltd., a wholly owned subsidiary of CERT’s sponsor, Cromwell Property Group. Cromwell is a real estate investor and manager with operation
CROMWELL EUROPEAN REIT- 11% YIELD & EURO 2.15 TARGET PRICE
avatarSPOT_ON
2022-09-04

ALIBABA - LAZADA PUSH INTO EUROPE AND IPO

$Alibaba(BABA)$Bullish$Alibaba(09988)$SINGAPORE -- Chinese internet giant Alibaba has invested $912.5 million in Southeast Asian-focused Lazada, according to recent filings with financial regulators in Singapore.The proposed financing was seen as a precursor to a spinoff and an initial public offering by Lazada, Bloomberg had reported.Lazada is majority owned by Alibaba.Alibaba has ambitious plans for Southeast Asia. Last year, the Chinese company told investors that it is targeting a long-term goal of quintupling its gross merchandise value to $100 billion and sees Lazada eventually serving 300 million users, according to another Bloomberg report.Europe is a very big market obv
ALIBABA - LAZADA PUSH INTO EUROPE AND IPO
avatarSPOT_ON
2021-09-04
$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$HPHT A RESILIENT UNDERVALUED STOCK WITH CONSISTENT HIGH 10% DIVIDEND YIELD TRADING AT P/E : 9 ONLYRCEP - WORLD'S LARGEST FREE TRADE AGREEMENT SOON
avatarSPOT_ON
2022-07-19

ALIBABA - 1001 REASONS TO ACCUMULATE WHEN UNLOVED

$Alibaba(BABA)$Alibaba's diverse group of tech business lines includes: online retail, such as mobile commerce site Taobao Marketplace, and Tmall, a third-party online and mobile commerce platform for brands and retailers; online wholesale, including 1688.com, as well as international marketplaces Alibaba.com and AliExpress; logistics services such as Cainiao Network, a logistics data platform and global fulfillment network; consumer services like on-demand delivery and local services platform Ele.me, and restaurant and services guide platform Koubei; cloud computing via Alibaba Cloud; financial services, such as Ant Group, and payment services platform Alipay; and AMAP, a mobile digital map that provides navigation and real-time traffic informati
ALIBABA - 1001 REASONS TO ACCUMULATE WHEN UNLOVED
avatarSPOT_ON
2022-08-29

XIAOMI ENTERING THE EV CAR MARKET TOO

$XIAOMI-W(01810)$Smartphone maker Xiaomi Corp is eyeing an electric vehicle (EV) production tie-up with Beijing Automotive Group (BAIC), as it faces delays in acquiring a licence to make cars on its own, Bloomberg News reported on Friday (Aug 26).Such partnership among EV startups and traditional carmakers has become increasingly common in China, as state planners have been limiting the issuance of manufacturing licences to new EV makers in a bid to contain excessive investment.Xiaomi and BAIC are exploring various options including Xiaomi buying a stake in Beijing Hyundai No. 2 plant, which has a licence to make cars in China, the Bloomberg report said, citing people familiar with the matter. The collaboration coul
XIAOMI ENTERING THE EV CAR MARKET TOO
avatarSPOT_ON
12-26 15:36

ALIBABA SET TO MERGE WITH KOREA's EMART VALUED AT $4 BILLION

Alibaba and South Korea’s E-Mart are close to combining their online-shopping assets in a transaction that would value the new entity at about $4 billion, the people said, asking not to be identified because the deliberations are private. The companies are finalizing details of a joint-venture deal that could be announced as soon as this week, the people said. $Alibaba(09988)$   $Sea Ltd(SE)$   $XIAOMI-W(01810)$   $Pony AI Inc(PONY)$   $Amazon.com(AMZN)$  
ALIBABA SET TO MERGE WITH KOREA's EMART VALUED AT $4 BILLION

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