$携程网(TCOM)$ Trip.com’s latest numbers don’t show a slowdown. Revenue grew over 20%, with double-digit growth across hotels and tickets. International revenue is still up more than 60%.
$赛富时(CRM)$ The quarter was largely inline. Growth is still around 10%, and SaaS multiples remain compressed. The interesting part is AgentForce. ARR is up nearly 170%, with expansion mostly from existing customers.
$亚马逊(AMZN)$ This quarter wasn’t about retail. AWS growth re-accelerated above 23%, with backlog rising alongside it. Retail supports margins, but AWS is driving growth again.
$谷歌(GOOG)$ This quarter wasn’t about the beat. AI is turning single searches into longer, decision-driven conversations. That’s what’s changing: the value of each search.
Is LMS Compliance (SGX: LMS) the Hidden Gem of SGX?
$LMS Compliance(LMS.SI)$ Latest institutional research highlights LMS Compliance (LMS.SI) as a high-value growth play. Key takeaways: Sticky Revenue: 85%+ recurring income with strong cash flow. ESG Catalyst: Primary beneficiary of mandatory ESG reporting in SG & MY starting 2025. Digital Edge: AI-driven platform creating a massive operational moat. @LMS SGX
$Meta Platforms, Inc.(META)$ This quarter wasn’t about macro tailwinds. Ad volume and pricing both improved, but the real change is AI lifting engagement, conversion, and ad products at the same time. This isn’t an ad rebound. It’s an ad engine upgrade.
$微软(MSFT)$ This wasn’t a “one-quarter surprise” story. Azure and Copilot demand stayed strong, supply is the real constraint. The target price was trimmed for one reason: AI capex is higher than expected. But the conclusion didn’t change — more spending doesn’t mean weaker business, it means AI is moving deeper into the core.
This could be one of the most undervalued stocks in SG this half year
$LMS Compliance(LMS.SI)$ The base case is simple: compliance demand is mandatory, not cyclical. What stands out in this initiation note: Testing is the base: high repeat business (85%+), lab testing dominates revenue (FY24: 93.6%) ESG is the growth layer: Singapore’s mandatory climate disclosures (from FY2025) and Malaysia’s phased rollout expand third-party assurance demand Financials are clean: FY24 net margin 20.5%, EBITDA ma
Gold & Silver Are Soaring – New Bull or Fool’s Rally? 🐂🤔 Precious metals have been on a tear lately. Gold hit a multi-year high and silver isn’t far behind. Some folks are calling this the start of a shiny new bull market💫, while others warn it’s just a flash in the pan. As an investor, it’s that classic FOMO vs. caution dilemma: jump on the bandwagon or wait and see? One minute I’m ready to pile in, the next I remember how many times I’ve been burned chasing hype 😅. It’s exciting but also nerve-wracking – nobody wants to be left holding fool’s gold if things turn south.