A Look At The Fair Value Of Sembcorp Industries Ltd (SGX:U96)
Key Insights Using the Dividend Discount Model, Sembcorp Industries fair value estimate is S$7.35 With S$5.88 share...
GreenArt
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- It is the next stage of AI. Imagine performing AI in the environment that constantly cooling down the power generated from AI chips. A big saving in energy. Imagine you calculate & performing all the weather forecast out of space then send it back... edge- AI. And many other task that uses the satellite...all out from Space-AI. It will be very interesting to watch this Sci friction unfolding in our lifetime. Don't miss it...but watch where you put your money.
- Caution..Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status
Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status
Are the big AI companies giving up their status as the highest caliber stocks in the market?The question is at the heart of a debate about "quality" companies that has left two popular ETFs with wildly different performance after one ditched Nvidia and most of the rest of Big Tech.The $48 billion iShares MSCI USA Quality Factor and Invesco's $15 billion S&P 500 Quality specialize in what the investment industry has dubbed quality companies. The exchange-traded funds invest only in companies that show they are safe and steady on financial measures including high profitability and low leverage.In Nvidia's case, there has been a jump in working capital as rapid sales growth has led to immediate costs, while payments from customers lag behind. In the latest quarter, money owed by customers, known as accounts receivable, leapt by $16 billion from the year before, to $33 billion, while money owed to suppliers, accounts payable, rose only $3 billion, to $8 billion. The gap between the two h - The major composite in SGX comes from the top 3 banks followed by Reits & other blue chips. Once these banks do well, SGX will likely to do well too. But to reach 6000 in 2026 means 1000 upside within a year, indeed a little too optimistic. I predict it will be around 5800 instead. Well, look at over the years, do we have many 500 jump? The money will go to more exciting & fast pace mkt. And we know local mkt still take time to revamp.
- $Ondas Holdings Inc.(ONDS)$ Sold partial. Brought back after it pulled back again. Waiting for next trade.
