$BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SW(09888)$ I'm bullish on Baidu for the long term and a inverse head and shoulders seems to me forming. The current level is a good support level as it bounce at this level previously. If it breaks 100 then i would start to add from below 95. At current it is very cheap already they are below book value.
$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) remains Southeast Asia’s largest bank by assets and a core dividend anchor for regional portfolios, though near-term valuation appears full. Key Financial Overview Current Share Price: ~$72.00 – $73.90 SGD Consensus Analyst Target Price: ~$69.89 SGD (Range: $58.00 – $83.00 SGD) Price-to-Earnings (P/E): ~18x – 19x (Static/TTM) Dividend Yield: ~4.0% – 5.0% Investment Thesis & Strengths Wealth Management Growth: DBS is targeting over S$1 trillion in Wealth Assets Under Management (AUM) by 2030, supported by aggressive hiring plans (600+ relationship managers) and opening 18 new wealth centers across Asia by 2027. This high-margin, fee-based
Google’s Falling P/E Looks Cheap But Cash Flow Tells a Different Story A dropping price-to-earnings ratio doesn’t automatically make a stock a bargain. In Alphabet’s case, a huge $98 billion non-cash investment gain inflated reported earnings, creating the illusion of a cheaper valuation. Dig deeper and the reality shows earnings that missed expectations, AI-driven spending that pushed free cash flow negative, and weaker cash generation than investors hoped for. This is classic accounting optics versus actual business performance. Non-cash gains can make the income statement look strong while the cash statement reveals the heavy lifting and capital burn happening behind the scenes. It’s likely a temporary distortion. Google’s core business still has real strengths. But moments like t
SpaceX Has Crashed Nearly 50%, But the Next Big Risk May No Longer Be the Bulls
Six weeks ago, investors were desperate to get into $SpaceX(SPCX)$ . Today, many seem just as eager to bet against it. The stock was priced at $135 in its IPO, surged to $225.64, and finished last week at $115.07—nearly 49% below its peak. Along the way, an estimated $15.5 billion in paper profits accumulated on short positions. The mood has completely flipped. And that's exactly why this story is becoming more interesting. The first lesson was about hype. The second is about positioning. Before the IPO, the biggest risk wasn't the business itself—it was investor behavior. Too many buyers chased too few shares, and scarcity helped fuel an explosive rally. When the stock later fell back to its IPO price, some investors immediately assumed $135 had