Small bull
commented on
$ThaiBev(Y92.SG$
Boutique brewers in Thailand to gain market share.The Bangkok Post has reported that Taopiphob Limkittrakorn, a beer-loving member of the Thai Parliament for the Move Forward Party is looking to break the kingdom's beer duopoly.
Boutique brewers in Thailand to gain market share.The Bangkok Post has reported that Taopiphob Limkittrakorn, a beer-loving member of the Thai Parliament for the Move Forward Party is looking to break the kingdom's beer duopoly.7
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Small bull
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Here’s a bull case: the Fed is done ... but, US growth has proven to be more durable than feared (e.g. 3.4% UER) ... and US mega cap tech is doing what it does better than anything else in the world.
Here’s a bear case: the Fed is not done (a reminder that core inflation is still 5.5%) ... the market is expensive ... single stock breadth has been poor ... and we still need to be on guard for continued aftershocks in the banks.
Pulling it together: if I strip things down to their base elements .....
Here’s a bear case: the Fed is not done (a reminder that core inflation is still 5.5%) ... the market is expensive ... single stock breadth has been poor ... and we still need to be on guard for continued aftershocks in the banks.
Pulling it together: if I strip things down to their base elements .....
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Small bull
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$Alibaba(BABA.US$$Baidu(BIDU.US$$JD.com(JD.US$$PDD Holdings(PDD.US$ Most of the China’s stocks are showing a positive growth in this quarter through hitting but US analysts and media are worrying and pointing against their future growth
$Advanced Micro Devices(AMD.US$$NVIDIA(NVDA.US$$Apple(AAPL.US$ whileas in hs US market, most of the giant tech company are showing bad result in the current report, but those analysts and media are emphasising about their future prospects and how they brea...
$Advanced Micro Devices(AMD.US$$NVIDIA(NVDA.US$$Apple(AAPL.US$ whileas in hs US market, most of the giant tech company are showing bad result in the current report, but those analysts and media are emphasising about their future prospects and how they brea...
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Small bull
commented on and voted
Alibaba March Quarter 2023 Investment Note
Alibaba demolished quarterly earnings estimates, 3 IPOs in pipeline
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
Key Takeaways:
Attitude: Looking at the macro environment in China and globally, the company saw both challenges and opportunities amid uncertainties for an economic recovery. The international macro environment is highly uncertain. Besides, competition among the multiple consumption pla...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
Key Takeaways:
Attitude: Looking at the macro environment in China and globally, the company saw both challenges and opportunities amid uncertainties for an economic recovery. The international macro environment is highly uncertain. Besides, competition among the multiple consumption pla...
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Small bull
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$YZJ Shipbldg SGD(BS6.SG$ very scared of trap leh. support was 125 then tested 128. then went down Grand Canyon
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Small bull
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$ThaiBev(Y92.SG$ Analysts from UOB Kay Hian and CGS-CIMB have maintained their “buy” and “add” ratings with TPs of 75 cents and 88 cents.
https://www.theedgesingapore.com/capital/brokers-calls/analysts-positive-thaibev-after-1hfy2023-results-beat-expectations
https://www.theedgesingapore.com/capital/brokers-calls/analysts-positive-thaibev-after-1hfy2023-results-beat-expectations
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Small bull
commented on
Blossoms By The Park: China buyers pick up 4 units despite doubling in foreigner ABSD rate to 60%
Eight of the 198 apartments that EL Development sold at the launch of its 275-unit Blossoms By The Park project on Saturday (Apr 29) were bought by foreigners.
Buyers from China picked up four apartments – either two-bedroom units or two-bedroom-with-study units; they will have to pay the 60 per cent additional buyer’s stamp duty (ABSD) rate that kicked in on Apr 27 for foreign buyers of any reside...
Buyers from China picked up four apartments – either two-bedroom units or two-bedroom-with-study units; they will have to pay the 60 per cent additional buyer’s stamp duty (ABSD) rate that kicked in on Apr 27 for foreign buyers of any reside...
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Small bull
commented on
$ThaiBev(Y92.SG$ ThaiBev Q2 +3.4% to 7.4 billion baht on higher sales revenue.
For the half year ended Mar 31, net profit was -1.2 per cent to 16.1 billion baht, while revenue was 3.7% higher at 148.3 billion baht
Interim dividend : 0.15 baht/share .
The dividend will be paid out on Jun 9, after books closure on May 29.
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For the half year ended Mar 31, net profit was -1.2 per cent to 16.1 billion baht, while revenue was 3.7% higher at 148.3 billion baht
Interim dividend : 0.15 baht/share .
The dividend will be paid out on Jun 9, after books closure on May 29.
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Small bull
commented on
$ThaiBev(Y92.SG$ the price action of Thai bevs with instos selling means we are in for a poor result. All of these extra tourists not spending like the old days? What are we missing here?
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Small bull : even KFC is their franchise and sell their beer