SuperDuper1
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Before all the so called Robotics takes place .. folks will dump Tesla cars . As it stands , the Tesla value of Tesla cars is plummeting. If we look at yearly growth , Tesla sales actually declined in 2024z Mush has guided for growrh in 2025, but frankly that looks like a stretch coz Chin Se buyers are likely to give it a miss given the political tension between The Musk led US administration and China. Next China is already leading in robotics and the notion that Musk's a robots will replace US workers is a piped dream.. it would be essentially ceding control over to Musk. Corporate America will certainly hedge their bets . meanwhile Tesla is likely to hit $300 by 1H25. almost half of Wedbush's $ 550 target.
Elon Musk Just Said Tesla Has a $10 Trillion Opportunity, and It Has Nothing to Do With the Car Business
ROIC is historical and means little unless they have a strategy to maintain that . With so much funds allocated to buy backs at elevated levels , i think the argument for superior ROIC is spurious . Fact is that consumers have greater choice now , including Deepseek and Apple is unlikely to be able to monetise Apple Iintelligence for a subscription fee. Conclusion: Apple is overvalued and Buffett is right
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Absurd rise in share price .. is t he US consumer Gona shell out additional funds just because of AI feature ? Just ridiculous..the fact that Apple have not said how they will monetise the AI feature speaks volumes about their confidence level , yet analysts go berserk with the share price target .
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Why is Reuters quoting an obscure Visible alpha's estimates instead of consensus numbers ? Seems dodgy..
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Baidu has US$25b in cash .. It's market cap is now USS$33b.. which means that 77% of market cap is cash. imagine that. If you exclude cash, then the stock is trading at US$8b/ US$1.8b( annualised FCF) or about 4.3x FCF. The decline in the stock price is a bear raid.. and is totally devoid of fundamentals .. unfortunately analysts are silent.. am a bit at US$94.0
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Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.
4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever
The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..
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All this was talked about when Trump won the election and the market cheered along with Wall Street's strategists so I am surprised by the so called " stunned"'comment. Just last week , Goldman's trading desk was stating that market was due for a bounce. The market is finally realising that American exceptionalism is a myth. trump and his advisors are clueless about the real stent of damage to the economy.
Wall Street Trading Desks Stunned by Once-a-Century Tariff Shock
In late January , Elon guided that vehicle sales would be 20-30% higher in 2025. nobody questioned the assumption and now or how the world would respond when Trump imposes tarriffs and now ....
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The fact that Tesla in January guided for stronger sales in 2026 could be seen as highly deceptive . The company should have known that tariffs and Trinp's policies against China nd Europe and Musk's involvement in Doge would have an impact on sales.
Option Movers｜Tesla's $270 Put Sees Heavy Concentration; BAC Sees 60% Call Options though Plunging 6%
Like as if Morgan Stanley didn't know that tariffs were coming .
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They should have highlighted the steep over valuation earlier and also question the logic of 20-30% sales growth that musk touted for 2025.
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If autonomous driving is reason to buy Tesla , one is better off looking at Baidu which already has autonomous vehicles . Tesla's earnings weee supported by govt credits without which it would have missed expectations.
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The Board should rein in Musk or threaten to cut his pay. His political position has affected shareholders. Yet he demands US$50b compensation.
Tesla Car Sales in France, Sweden Drop to Lowest First-Quarter in Four Years
Very good REIT Analyst
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Truth hurts for some. See u at 200.
What Would Tesla Be Worth Without Elon Musk?
US analysts just invented a new valuation matrix. price / Trump. That's how absurd the U.S. mkt is.. The analysts are openly saying that earnings and cash flow don't matter.
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The rationale for downgrading is not historical earnings but bawd on their expectation that NIM will decline.
Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs
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