$DFIRG USD(D01.SI)$  https://sbr.com.sg/commercial-property/news/hongkong-land-shifts-strategy-exits-build-sell-in-asia Our jardine parent brainstorming to maximize shareholder value for hk land. With yonghui trading at 2 times the price dfi sold to miniso, i am just secretly hoping the sale doesn't go thru as planned. Whichever angle we look at it dfi should be a 10-15bln company if its listed in a bigger market.. 

$DFIRG USD(D01.SI)$  jardine should just privatise dfi like ehat they did with jardine strategic. Spore doesnt value stocks properly . $4bln should be enough. Effectively just needs around 2.8bln net cash cos DFI cash after selling yonghui will be greater than $1bln. Thereafter get dfi listed in hk instead for $5bln

$DFIRG USD(D01.SI)$ if this yobghui deal goes thru dfi will have 1.2-1.3bln cash and 12k+-0stores. just ridiculously cheap now compared to the likes of walmart 7-11 costco. Sporeans just don't know how to value stocks. Better for jardine to privatise dfi like what they did with jardine strategic. 

$Tiger Brokers(TIGR)$ TIGR should do a north american roadshow. Tons of chinese in Toronto vancouver LA etc. let the world know its not a fly by night chinese company. Thats when fund managers start to notice & drive valuations to the 5bln above levels

$U.S. Steel(X)$ At $30 market is basically pricing in no deal with nippon. Extremely good risk vs reward. CLF is a reserved bidder and sets a floor of at least $40.... But i am a believer the deal with nippon will ultimately go thru

$Tiger Brokers(TIGR)$ the stocks that crashed & were halted to hit TIGR bottomline with a $13mln loss were china tianrui 1252.hk & 2459.hk sanergy. Sanergy has since rebounded big time. China tianrui is still halted . Without this one off item it was actually their best qtr. 

$DFIRG USD(D01.SI)$ https://www.reuters.com/markets/deals/japans-seven-i-receives-takeover-offer-canadas-couche-tard-nikkei-says-2024-08-19/   buyout offer for 7 eleven at more than 30bln usd. 13000 stores in limited locations. Wow. Valuation is more than 10x dfi retail. Should do a privatisation now andre- list on the nasdaq . SGX investors only do momentum trades & just doesnt know how to value companies. 

$DFIRG USD(D01.SI)$ yonghui limit up for 2 days again. market cap there is 22bln rmb. DfI stake in yonghui is 21% so roughly abt $650mln usd. balance of DfI market cap is just 1.6bln usd.  1.6bln usd for 11000 shops is just 150k per shop. thats ridiculously cheap . just renovations alone for a 2000sqft shop will be 200kusd. upwards. not to mention inventories etc. dirt cheap for a profitable business thats turning the corner and humming now

$Tiger Brokers(TIGR)$ good qtr done by $HOOD. client assets is around $160bln usd. market cap is $16bln. $FUTU is doing $65bln client assets & market cap of $8bln. TIGR client asset is $33bln. market cap is only $560mln.Market cap should be north of $2-4bln now.  The price is just artificially depressed. Need a $85-100 revenues qtr and an upsized market cap to attract the fundmanagers. Majority have mandates to buy stocks above $5 or 1bln market cap at least

$Tiger Brokers(TIGR)$ should privatize TIGR at IPO price or put up a for sale sign to the likes of Allianz BNP HSBC UBS etc.

$DFIRG USD(D01.SI)$ business past inflexion point. chinese assoicated co. yonghui also gaining traction. 3.5binterim dividends add another 8-12c tinal dividends. looks good with around 7-8%yield. still v profitable after cost control cuts & IT initiatives last few yrs. if they change strategy go for volume customers instead like shengsiong walmart. we are goin to see mulitple market cap expansion back to $6-8

$Tiger Brokers(TIGR)$ if revenues this qtr is going to come in 80-90mln. i think its going $6-8 in a jiffy. 

$DFIRG USD(D01.SI)$ the likes of walmart and costco should really make an offer for Dfi dirt cheap 

$Tiger Brokers(TIGR)$ $FUTU is back at $65! the institutional buying support is strong. TIGR needs to see market cap back above $1-2bln else it is still considered a micro cap and missing those ETF / mutual fund or institutional buying. 

$Tiger Brokers(TIGR)$ time for $hood to come up with an offer sheet for 1mln customers 300mln cash. $30bln customer assets. Immediate market in se asia and potential chinese market entry if we knock down barriers or open chinese market only app. $1.5bln starting bid. 

$Tiger Brokers(TIGR)$ don't sweat the small stuff. just keep building the customer base towards 1-10mln funded accounts. when theres a bull run whether its china HK or wallstreet you must have the customer base to ride the run. in a run every single customer is goin to trade and commissions can be as much as $500 -1500 avg per client per month. revenues can come up to 2-10bln per qtr. this is a scalable business and they can make in 1 qtr or 1 yr  what other make in 10-20 years. just keep adding the funded customers!