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SuperDuper1

    • SuperDuper1SuperDuper1
      ·01-19 12:04
      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?

      SATS Ltd (SGX: S58) recently declared an interim dividend of S$0.02 per share in November 2025, sparking a sense of "FOMO" (fear of missing out) among income investors drawn to the elevated dividend...
      This Dividend Stock Just Announced a Surprise Payout Increase — Is It Still Worth Buying?
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    • SuperDuper1SuperDuper1
      ·2025-09-30
      Tesla is in way magnificent and the same can be said about Apple, which has a moat but its products have shown little innovation over the years. Nvidia while innovative and innovative and with a strong moat is pushing the AI capex narrative to justify its valuation and is also investing in Open AI so that the latter can buy its chips . This just goes to show how stretched the AI capex narrative is. Some sort of consolidation is due.
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    • SuperDuper1SuperDuper1
      ·2025-08-12
      This is highly positive for Nvidia and AMD bcoz ?????  That is why the stocks are rallying . Just goes to show how these stocks are just being manipulated and Wall Street analysts remain silent.

      Nvidia, AMD Agree to Pay US 15% of China Chip Sale Revenue

      $Nvidia Corp.(NVDA)$ and $Advanced Micro Devices Inc.(AMD)$ agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...
      Nvidia, AMD Agree to Pay US 15% of China Chip Sale Revenue
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    • SuperDuper1SuperDuper1
      ·2025-07-30
      UOBKH also downgraded SIA to sell with a price target of $6.03.

      SIA Down 2%; CGS International Downgrades Singapore Airlines to Reduce from Hold, Price Target is SG$6.80 from SG$6.88

      $Singapore Airlines(SINGF)$ ($SGX(S68.SI)$:C6L) has an average rating of hold and mean price target of SG$6.71, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and...
      SIA Down 2%; CGS International Downgrades Singapore Airlines to Reduce from Hold, Price Target is SG$6.80 from SG$6.88
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    • SuperDuper1SuperDuper1
      ·2025-07-28
      Says the same Ives who was super bullish on Tesla in Jan.  Is he still maintaining his $450 target for Tesla?

      Microsoft Earnings Preview: AI and Cloud Revenue Is Critical

      Microsoft's Q4 revenue is expected to be $73.875 billion, adjusted net income is $25.239 billion, and adjusted EPS is $3.37, according to Bloomberg's consistent expectations.$Microsoft(MSFT)$ has...
      Microsoft Earnings Preview: AI and Cloud Revenue Is Critical
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    • SuperDuper1SuperDuper1
      ·2025-07-24
      Alphabets earnings were mostly helped by $7.7b in after tax gains on equity investments. Excluding which net profit would have risen by 13%, versus reported net profit growth of 48%,  which would call into question whether it was truly an earnings beat.

      24H | Chip Stocks Shine With Broadcom, SOXL up over 2%; Opendoor Gains 4%; Alphabet Jumps 2% After Earnings; Tesla Drops over 4%

      Chip stocks shined in overnight trading. $Broadcom(AVGO)$, $SOXL(SOXL)$ jumped over 2%; $AMD(AMD)$, $Microchip(MCHP)$, $Nvidia(NVDA)$ up over 1%.The Trump administration on Wednesday unveiled its AI...
      24H | Chip Stocks Shine With Broadcom, SOXL up over 2%; Opendoor Gains 4%; Alphabet Jumps 2% After Earnings; Tesla Drops over 4%
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    • SuperDuper1SuperDuper1
      ·2025-05-07
      Guidance is BS. Tourist arrivals is expected to decline sharply in 2024 and visitations to its theme parks will be adversely impacted. Between 18-22% of visits to Disney's theme parks in Florida dm California are foreigners . Also logical to expect visits to international theme in Shanghai, HongKong, Tokyo and Paris to deine bcoz it the trade war. Yet Bob Iygwr gives a bullish forecast and no analyst questions the logic. 

      Disney Stock Extends Gains to 8% After Raising Profit Forecast on Strong Parks, Streaming

      Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV. The share
      Disney Stock Extends Gains to 8% After Raising Profit Forecast on Strong Parks, Streaming
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    • SuperDuper1SuperDuper1
      ·2025-04-25
      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
      ·2025-04-09
      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
      ·2025-04-08
      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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