SuperDuper1

    • SuperDuper1SuperDuper1
      ·04-25
      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

      Alphabet Inc. said its first-quarter profit was boosted by $8 billion in unrealized gains from an investment in a private company. That company is Elon Musk’s Space Exploration Technologies Corp., according to a person familiar with the matter.Internet search giant Google, owned by Alphabet, has been a major investor in SpaceX since at least 2015, when it joined Fidelity Investments in a $1 billion investment for a combined stake of about 10%, Bloomberg reported at the time. In December 2024, Sp
      Alphabet’s Profit Gets $8 Billion Boost From SpaceX Investment
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    • SuperDuper1SuperDuper1
      ·04-09
      Basically they want China to kowtow to the U.S. Not Gona happen.

      China Trade Escalation Unfortunate, Loss For Them, US Treasury Secretary Says

      China trade escalation unfortunate, loss for them, US Treasury secretary saysWASHINGTON, April 9 - China's move to impose 84% retaliatory tariffs against the United States is unfortunate and a losing proposition for Beijing, U.S. Treasury Secretary Scott Bessent said on Wednesday."I think it's unfortunate that the Chinese actually don't want to come and negotiate, because they are the worst offenders in the international trading system," Bessent said in an interview with Fox Business Network.
      China Trade Escalation Unfortunate, Loss For Them, US Treasury Secretary Says
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    • SuperDuper1SuperDuper1
      ·04-08
      It was downgraded on Monday but TP is above current price . Not much conviction.

      UOB Kay Hian Downgrades DBS Group Holdings to Sell from Hold; Price Target is SG$40

      DBS Group Holdings (SGX:D05) has an average rating of overweight and mean price target of SG$48.78, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research
      UOB Kay Hian Downgrades DBS Group Holdings to Sell from Hold; Price Target is SG$40
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    • SuperDuper1SuperDuper1
      ·04-08
      We need to reduce the trade surplus by buying less U.S. goods and services. Ramli burger anyone ?

      Singapore PM Says US Universal Tariff Doesn't Look Open for Negotiation

      SINGAPORE, April 8 - Singapore Prime Minister Lawrence Wong on Tuesday said a 10% universal tariff rate imposed by U.S. President Donald Trump does not look open for negotiation.“We are very disappointed by the U.S. move, especially considering the deep and longstanding friendship between our two countries. These are not actions one does to a friend," Wong told parliament on Tuesday, adding Singapore would not impose retaliatory tariffs.
      Singapore PM Says US Universal Tariff Doesn't Look Open for Negotiation
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    • SuperDuper1SuperDuper1
      ·04-07
      The problem is that the street hasn’t shaved EPS estimates yet
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    • SuperDuper1SuperDuper1
      ·04-04
      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

      All across the world, as sell orders lit up screens on trading floors from Tokyo to London and New York, a sobering reality took hold: Donald Trump is serious about upending the global trading system
      Wall Street Trading Desks Stunned by Once-a-Century Tariff Shock
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    • SuperDuper1SuperDuper1
      ·04-04
      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 ....

      Tesla Sees Worst Vehicle Sales in 3 Years: ETFs in Focus

      Tesla Inc. TSLA was among the hottest trades in yesterday's trading. The electric carmaker skidded as much as 6.4% initially after it reported its worst quarter for sales in three years but pared losses after a report said that CEO Elon Musk might be stepping back from his government work. The news sent TSLA shares higher by 5.3%.This has put ETFs with a substantial allocation to this luxury carmaker in focus. These include Simplify Volt TSLA Revolution ETF TESL, The Nightview Fund NITE, Consumer Discretionary Select Sector SPDR Fund XLY, Vanguard Consumer Discretionary ETF VCR and Fidelity MSCI Consumer Discretionary Index ETF FDIS.
      Tesla Sees Worst Vehicle Sales in 3 Years: ETFs in Focus
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    • SuperDuper1SuperDuper1
      ·04-01
      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

      (Reuters) - Tesla's sales in France and Sweden fell year-on-year for a third consecutive month in March, contributing to the lowest first-quarterly sales figures in the two countries since 2021 for El
      Tesla Car Sales in France, Sweden Drop to Lowest First-Quarter in Four Years
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    • SuperDuper1SuperDuper1
      ·03-31
      Like as if Morgan Stanley  didn't know that tariffs were coming . 

      Palantir Stock Is Tanking. 3 Reasons It’s in the Selling Crosshairs

      Palantir Technologies stock was sliding Monday as fears of a global trade war gripped Wall Street. While the decline followed a broader selloff in tech stocks, Palantir was uniquely positioned in the
      Palantir Stock Is Tanking. 3 Reasons It’s in the Selling Crosshairs
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    • SuperDuper1SuperDuper1
      ·03-14
      Very good REIT Analyst

      JPMorgan Upgrades Singapore REITs, Downgrades Banks on Rate Cuts

      Amid a backdrop of declining yields and interest rates, analysts have grown more optimistic about Singapore-listed real estate investment trusts (S-REITs), citing greater transparency in distribution
      JPMorgan Upgrades Singapore REITs, Downgrades Banks on Rate Cuts
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