To The Moon

$DFIRG USD(D01.SI)$ 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. 

Wonderful piece of news . Yonghui's underperformance has been weighin on dfi for the last 4-5 years. Taking the stock down from 12s to 1.8ish . Just focus on asia ex china and they should rise back above $7-8

$Tiger Brokers(TIGR)$ 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