Alibaba As a WholeBecause of the complicated business, large companies often consider the overall indicators of the company in valuation, such as profit (P/E, EV/EBITDA), income (market-to-Sales ratio, EV/Sales) and cash flow (P/FCF, DCF discounted sustainable cash flow). The advantage is intuitive, simple and can be compared horizontally; The disadvantage is that it is difficult to maximize the valuation potential of each business.For Alibaba, the latest dynamic P/E is 15 times.But the average ttm P/E since listing is 44.2x, Even since July 2021, it has an averag of 17.2 times. The current valuation is lower than the historical average, that is, "Undervalued".2024 adjusted EPS is 60.5 yuan(market consensus), That is, the valuation in 2024 should be US $154 per share, equals US $130.6 per
https://globalrisk.fund/2023/03/19/first-republic-bank-set-for-a-rally-with-rumours-buffett-is-getting-behind-a-rescue/ $First Republic Bank(FRC)$ Have a good future after the 30 billion deposit from the bigger banks. It has a loyal customer base that would rather stay with them as long as they believe the deposits they have with them is secure. The US government needs to increase the depositor guarantee amount from 250 K too an amount that would calm the customers of the Us banking system. I am bullish ,and have invested accordingly.
[Miser] [Miser] //@Frisbee:Bearish on $HO BEE LAND LIMITED(H13.SI)$. The company earnings for the second half of 2022 fall 93 per cent to S$16 million compared to S$225 million in H2 2021. On a per-share basis, earnings for the period under review came in at S$0.0241, down from S$0.3388 for the same period in 2021.Full year PATMI declined 50% to S$165.9 million due to fair value loss and higher interest cost. 3 warning signs: (1) Debt is not well-covered by operating cashflow as well as (2) dividends of 4.35% is not well covered. (3) Profit margins (34.9%) are lower than last year (85.2%). @AhGong
[Reward] Earnings Digest Gala: Find a Dark Horse for This Week
To every SGX trader!Normally, stocks can experience significant volatility around the time of earnings release.The market will reward companies that beat expectations and also give positive earnings forecasts. Ofcouse, the market will also punish the stocks that miss estimates.Following are the list of companies that will ex_dividend or release earnings data this week.Welcome tigers to "Mark" which stock you are holding or which stock is your future choices, please reply with "recent earnings data" of your choices. We will reward you lovely. Thanks!Ex_Dividend Stock / REIT This WeekTypeDetailEx DateRecord DatePayment Date$KARIN TECHNOLOGY HLDGS LIMITED(K29.SI)$DIVIDENDHKD 0.0522023/2/282023/3/12023/3/16