SuperDuper1
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1) Changi airport's pax throughput is still below Pre- Covid levels. 2) Sats Debt is higher than pre- Covid bcoz of the acquisition of WFS 3) SATS is still not FCF positive as at the latest quarter, so focusing on dividend is not the right way to look at the company.
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Tesla is in way magnificent and the same can be said about Apple, which has a moat but its products have shown little innovation over the years. Nvidia while innovative and innovative and with a strong moat is pushing the AI capex narrative to justify its valuation and is also investing in Open AI so that the latter can buy its chips . This just goes to show how stretched the AI capex narrative is. Some sort of consolidation is due.
This is highly positive for Nvidia and AMD bcoz ????? That is why the stocks are rallying . Just goes to show how these stocks are just being manipulated and Wall Street analysts remain silent.
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UOBKH also downgraded SIA to sell with a price target of $6.03.
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Says the same Ives who was super bullish on Tesla in Jan. Is he still maintaining his $450 target for Tesla?
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Alphabets earnings were mostly helped by $7.7b in after tax gains on equity investments. Excluding which net profit would have risen by 13%, versus reported net profit growth of 48%, which would call into question whether it was truly an earnings beat.
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Guidance is BS. Tourist arrivals is expected to decline sharply in 2024 and visitations to its theme parks will be adversely impacted. Between 18-22% of visits to Disney's theme parks in Florida dm California are foreigners . Also logical to expect visits to international theme in Shanghai, HongKong, Tokyo and Paris to deine bcoz it the trade war. Yet Bob Iygwr gives a bullish forecast and no analyst questions the logic.
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This US$8b MTM profit was used to buffer up Alphabet's earnings and it should be excluded to determine core earnings. It is a non- cash item, which is not subject to corporate tax. Excluding the item, earnings would have been a miss and yet Wall Street is celebrating.
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Basically they want China to kowtow to the U.S. Not Gona happen.
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It was downgraded on Monday but TP is above current price . Not much conviction.
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We need to reduce the trade surplus by buying less U.S. goods and services. Ramli burger anyone ?
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The problem is that the street hasn’t shaved EPS estimates yet
All this was talked about when Trump won the election and the market cheered along with Wall Street's strategists so I am surprised by the so called " stunned"'comment. Just last week , Goldman's trading desk was stating that market was due for a bounce. The market is finally realising that American exceptionalism is a myth. trump and his advisors are clueless about the real stent of damage to the economy.
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In late January , Elon guided that vehicle sales would be 20-30% higher in 2025. nobody questioned the assumption and now or how the world would respond when Trump imposes tarriffs and now ....
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The Board should rein in Musk or threaten to cut his pay. His political position has affected shareholders. Yet he demands US$50b compensation.
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Like as if Morgan Stanley didn't know that tariffs were coming .
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Very good REIT Analyst
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The rationale for downgrading is not historical earnings but bawd on their expectation that NIM will decline.
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Trump and Musk versus US consumers
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Conclusion ?
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