SPOT_ON

NO PAIN NO GAINS

    • SPOT_ONSPOT_ON
      ·12-24 19:39
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    • SPOT_ONSPOT_ON
      ·12-24 14:57
      [Call]  [Call]  [Call]  [Call]  [Applaud]  [Applaud]  [Applaud]  [Applaud]  

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

      @SPOT_ON
      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
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    • SPOT_ONSPOT_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. $Alibaba(09988)$   $TENCENT(00700)$   $PDD Holdings Inc(PDD)$   $MEITUAN-W(03690)$ 
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      RED HOT ! CHINA TO UNLEASH 3 TRILLION STIMULUS EARLY NEXT YEAR
    • SPOT_ONSPOT_ON
      ·12-24 10:23
      Great article, would you like to share it?

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

      @SPOT_ON
      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
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    • SPOT_ONSPOT_ON
      ·12-23 19:24
      Great article, would you like to share it?

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

      @SPOT_ON
      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
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    • SPOT_ONSPOT_ON
      ·12-23 13:08
      Not entertainment app but rather tiger brokers app i cannot give up !!! This is  my life and assets and all .... Not a single day i can get by without tiger brokers app !! @TigerEvents   @Tiger_SG   @Tiger_chat   @Tiger V   @TigerObserver   @Tiger_Earnings  
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    • SPOT_ONSPOT_ON
      ·12-23 10:46
      //@SPOT_ON: Property buyers lapped up recent new launches - Emerald of Katong (99% sold at SGD2,621psf), Nava Grove (65% sold at SGD2,448psf) and Novo Place EC (57% sold at SGD1,654psf) Sales transactions in Nov’24-MTD of almost 2,000 units has exceeded that of 1H24, with sales driven by local home buyers as HDB resale prices remain firm, supporting homeowners in their upgrading journey Market share for Propnex (46% of transactions) has outpaced ERA (or APAC Realty) (28% of transactions); agency revenues for both likely to turn higher in 2025 Prefer property developers (CityDev) which have substantial sell-through sales, with minimal downside risk to earnings / RNAVs

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

      @SPOT_ON
      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
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    • SPOT_ONSPOT_ON
      ·12-23 10:20
      Property buyers lapped up recent new launches - Emerald of Katong (99% sold at SGD2,621psf), Nava Grove (65% sold at SGD2,448psf) and Novo Place EC (57% sold at SGD1,654psf) Sales transactions in Nov’24-MTD of almost 2,000 units has exceeded that of 1H24, with sales driven by local home buyers as HDB resale prices remain firm, supporting homeowners in their upgrading journey Market share for Propnex (46% of transactions) has outpaced ERA (or APAC Realty) (28% of transactions); agency revenues for both likely to turn higher in 2025 Prefer property developers (CityDev) which have substantial sell-through sales, with minimal downside risk to earnings / RNAVs

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

      @SPOT_ON
      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
      94Comment
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    • SPOT_ONSPOT_ON
      ·12-23 09:40
      [Call] [Call] [Call] [Call] [USD] [USD] [USD]

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

      @SPOT_ON
      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
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    • SPOT_ONSPOT_ON
      ·12-23 09:36
      Great article, would you like to share it?

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

      @SPOT_ON
      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
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