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2024-09-28

CHINA ANNOUNCED 1ST 500 BILLION SWAP FACILITY FOR CAPITAL MARKET

In addition to support for the economy, the government is also focusing on capital markets. This week, a CNY 500bn swap facility was announced, giving brokers, funds, and insurance companies liquidity to buy stocks. With two more rounds of CNY 500bn mentioned as possible. A CNY 300bn special refinancing facility, with a 2.25% lending rate, will be introduced for share buybacks, and a stock market stabilization fund is also under consideration. $Alibaba(09988)$   $PDD Holdings Inc(PDD)$   $XPeng Inc.(XPEV)$   $BIDU-SW(09888)$   $TENCENT(00700
CHINA ANNOUNCED 1ST 500 BILLION SWAP FACILITY FOR CAPITAL MARKET
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2024-12-23

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

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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2025-11-23

ADOBE A TOP AI UNDERVALUED STOCK . FAIR VALUE $560

Our fair value estimate for Adobe is $560 per share, which implies a fiscal 2025 enterprise value/sales multiple of 10 times and an adjusted price/earnings multiple of 24 times. Our outlook for fiscal 2025 and 2026 is largely in line with consensus, which suggests our estimates are not outliers. the current FCF stands at $9.50 Billion. Analysts project that Adobe's annual Free Cash Flow will grow steadily, reaching around $13.3 Billion by 2029 Using these cash flow projections and discounting them to their present value, the DCF model calculates Adobe's intrinsic value at $578.84 per share $Adobe(ADBE)$   $Oracle(ORCL)$  
ADOBE A TOP AI UNDERVALUED STOCK . FAIR VALUE $560
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2024-09-17

DONALD TRUMP PUSH FOR CRYPTO US DOMINATION

Donald Trump headlined an event billed as the unveiling of a crypto platform promoted by the Republican nominee and his sons, putting the spotlight on a niche digital-asset sector with a history of controversy. On the goal of becoming the key crypto hub, Donald Trump said: “If we don’t do it, China is going to do it. China is doing it anyway. But if we don’t do it, we’re not going to be the biggest, and we have to be the biggest and the best.” $Coinbase Global, Inc.(COIN)$   $Microsoft(MSFT)$   $Riot Platforms(RIOT)$   $NVIDIA Corp(NVDA)$  
DONALD TRUMP PUSH FOR CRYPTO US DOMINATION
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2025-06-04

CDL TO BOOK A MASSIVE $ 465 MILLION GAIN on $2.75 billion south beach stake sale

At this agreed purchase price, South Beach has an implied property value of $2.75 billion, which is a 3% premium over the valuation of $2.67 billion accorded by Edmund Tie & Company as of last December. City Developments will be selling its 50.1% stake in South Beach development to joint venture partner IOI Properties Group for $834.2 million and book a gain on disposal of some $465 million in the current FY2025. $CityDev(C09.SI)$   $Meta Platforms, Inc.(META)$   $NVIDIA(NVDA)$   $Tiger Brokers(TIGR)$  
CDL TO BOOK A MASSIVE $ 465 MILLION GAIN on $2.75 billion south beach stake sale
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2025-04-24

CDL SHARE BUYBACK. HUGE UNDERVALUED STOCK . RNAV : $19.86

City Developments Limited's (CDL) CEO Sherman Kwek is not ruling out the possibility of continuing share buybacks, considering that its current share price levels is at an over 70% discount to its true value. As at the FY2024 ended Dec 31, 2024, CDL's net asset value (NAV) stood at $10.17 per share while its revalued NAV (RNAV) stood at $17.57 per share or $19.68 per share considering its fair value taken all valuation surpluses on portfolio. $CityDev(C09.SI)$   $DBS Group Holdings(D05.SI)$   $TENCENT(00700)$   $Apple(AAPL)$  
CDL SHARE BUYBACK. HUGE UNDERVALUED STOCK . RNAV : $19.86
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2025-11-03

CAPITALAND AND MAPLETREE MERGER

$Mapletree PanAsia Com Tr(N2IU.SI)$  $CapitaLandInvest(9CI.SI)$   we believe with CLI’s ambitious $200 billion AUM target and need for major share price catalyst there is could be an urgency to get this deal done. Mapletree on the other hand has been facing challenges from its overseas markets and thus in our view maybe more open for such a merger. 
CAPITALAND AND MAPLETREE MERGER
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2021-09-10
$Alibaba(09988)$ALIBABA A TRILLION STOCK IN FUTURE ? WHAT ARE THE POSSIBILITIES?Amazon (NASDAQ:AMZN), which is growing at a similar rate as Alibaba, trades at 65 times this year's earnings and four times this year's sales. Therefore, Alibaba's regulatory headaches -- and the market's distaste for Chinese stocks -- are clearly depressing its valuations. The big news that sent Chinese ADRs soaring on Tuesday was that Chinese exports rose by 25.6% year over year in the month of August. The report shows that there is a strong demand for Chinese goods overseas, which include electronics and consumer goods. Soaring export means HPHT ports in shenzhen and hong kong are booming !!! ?? ?? ? ? ? ? 
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2024-09-14
$Riot Platforms(RIOT)$   [Call]  [Call]  [Call]  [Call]   > 200% UPSIDE With BTC soaring to 60k !!! It is time to load up this undervalued gem !!! RIOT PLATFORMS !!!  Riot Platforms owns and operates North America’s largest Bitcoin mining facility as measured by developed capacity. Cathie Wood, Ark Invest Management's CEO and Chief Investment Officer, has set the financial world abuzz with her bullish Bitcoin (BTC) forecast. Wood boldly predicted that BTC could surge 5,837%, reaching a price of $3.8 million per coin, by 2030. Her bullish projection, coupled with the recent resurgence in market sentiment, is igniting excitement among crypto
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2025-02-05

ALIBABA BULLISH TECHNICALS ANALYSIS

Tigers check out the current TA for Alibaba,  tell us what you see ?!!  Seem like now the MACD is going to execute a BULLISH CROSSOVER TODAY !  Share price already above  20 DAYS AND 50 DAYS MOVING AVERAGES CONVINCINGLY !! [Call]  [Call]  [Call]  [Call]  [Call]  [USD]  [USD]  [USD]  [Love]  [Love]   $Alibaba(09988)$   $Amazon.com(AMZN)$   $MEITUAN-W(03690)$   $Coinbase Global, Inc.(COIN)$   $Tesla
ALIBABA BULLISH TECHNICALS ANALYSIS

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