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.
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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
Apple Is Not Overvalued, Buy And Hold
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..
Singapore's Grab Misses Quarterly Revenue Estimates, Shares Drop
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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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
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
This US$8b MTM profit was used to buffer up Alphabet's earnings and it should be excluded to determine core earnings. It is a non- cash item, which is not subject to corporate tax. Excluding the item, earnings would have been a miss and yet Wall Street is celebrating.
Alphabet’s Profit Gets $8 Billion Boost From SpaceX Investment
Basically they want China to kowtow to the U.S. Not Gona happen.
China Trade Escalation Unfortunate, Loss For Them, US Treasury Secretary Says
1) Changi airport's pax throughput is still below Pre- Covid levels. 2) Sats Debt is higher than pre- Covid bcoz of the acquisition of WFS 3) SATS is still not FCF positive as at the latest quarter, so focusing on dividend is not the right way to look at the company.
This Dividend Stock Just Announced a Surprise Payout Increase — Is It Still Worth Buying?
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