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$Ikena Oncology(IKNA.US$ this has entered my watchlist , I'm looking at the movement here and expecting a probability of possibility to be high on a catalyst to come !
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Chinese travelers have returned, and Genting Singapore showed impressive results in the first quarter of 2024. Will Genting Berhad ride the ride?
GENM, GENS, and GENP have been analyzed once! $GENTING(3182.MY$ $GENM(4715.MY$ $GENP(2291.MY$
GENM, GENS, and GENP have been analyzed once! $GENTING(3182.MY$ $GENM(4715.MY$ $GENP(2291.MY$
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From YouTube
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summary
After Intel's results for the first quarter of 2024 were released, it had to lower its expectations — once again making many people think that Intel is a “laggard.”
Despite falling short of future guidance expectations, overall, we can't say that the first quarter results were terrible.
I think Gaudi 3 may have a competitive advantage in the long term, especially in enterprise AI applications where efficiency and cost effectiveness are critical.
Intel's goal is to become the second-largest external foundry by 2030, driven by AI opportunities and a strong product line based on 20A and 18A.
I'm not giving up on Intel too soon. My DCF model showed that it was undervalued by about 18% in different situations, which is quite impressive and worth upgrading to a “buy”.
Company introduction
I started watching Intel Corporation (NASDAQ: INTC) stock at the end of January 2024, when the stock price was $43.71. My point is simple: investors should continue to avoid this obvious laggard because at the time, it seemed to me that Intel was just empty talking about its plans, while Nvidia (NVDA) and Advanced Microdevices (AMD) were working hard and continuing to seize market share.
Just after the announcement of the results for the first quarter of 2024, Intel's management had to lower expectations —...
After Intel's results for the first quarter of 2024 were released, it had to lower its expectations — once again making many people think that Intel is a “laggard.”
Despite falling short of future guidance expectations, overall, we can't say that the first quarter results were terrible.
I think Gaudi 3 may have a competitive advantage in the long term, especially in enterprise AI applications where efficiency and cost effectiveness are critical.
Intel's goal is to become the second-largest external foundry by 2030, driven by AI opportunities and a strong product line based on 20A and 18A.
I'm not giving up on Intel too soon. My DCF model showed that it was undervalued by about 18% in different situations, which is quite impressive and worth upgrading to a “buy”.
Company introduction
I started watching Intel Corporation (NASDAQ: INTC) stock at the end of January 2024, when the stock price was $43.71. My point is simple: investors should continue to avoid this obvious laggard because at the time, it seemed to me that Intel was just empty talking about its plans, while Nvidia (NVDA) and Advanced Microdevices (AMD) were working hard and continuing to seize market share.
Just after the announcement of the results for the first quarter of 2024, Intel's management had to lower expectations —...
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$SIMEPROP(5288.MY$
Data centers have become a hot spot in the market, and Morinami Industries (SIMEPROP, 5288, main board industry stock) has also shared a share of the pie, becoming the latest industrial giant in China to announce the construction of data centers.
After holding an online briefing for the first quarter of fiscal year 2024 today, the company announced a joint development of a hyperscale data center with Pearl Computing Malaysia Private Co., Ltd.
According to the statement, the above data center covers an area of about 49 acres and is located in the 1,500-acre Elmina (Elmina) Industrial Park in Selangor, the largest industrial cluster under Senami.
The data center is scheduled to be launched in the second quarter of 2024 and is expected to be completed in 2026; the two parties signed a 20-year lease totaling RM2 billion, and each 5-year lease can be added twice.
Dato' Azmi Maliken, managing director of Morinami Industries, said at the online briefing this afternoon: “Just like other businesses, this (data center) is a long-term business, so we have to bear the brunt of it, depending on who we cooperate with. After all, this kind of cooperation is long-term.”
“Furthermore, we also need to pay attention to our own infrastructure to ensure that the company has sufficient capacity to meet the needs of the market.”
Currently cooperating with Pearl Computing, the company believes this will broaden its investment and asset management portfolio, meet the SHIFT25 strategy to generate recurring revenue, and boost the Emena Industrial Park...
Data centers have become a hot spot in the market, and Morinami Industries (SIMEPROP, 5288, main board industry stock) has also shared a share of the pie, becoming the latest industrial giant in China to announce the construction of data centers.
After holding an online briefing for the first quarter of fiscal year 2024 today, the company announced a joint development of a hyperscale data center with Pearl Computing Malaysia Private Co., Ltd.
According to the statement, the above data center covers an area of about 49 acres and is located in the 1,500-acre Elmina (Elmina) Industrial Park in Selangor, the largest industrial cluster under Senami.
The data center is scheduled to be launched in the second quarter of 2024 and is expected to be completed in 2026; the two parties signed a 20-year lease totaling RM2 billion, and each 5-year lease can be added twice.
Dato' Azmi Maliken, managing director of Morinami Industries, said at the online briefing this afternoon: “Just like other businesses, this (data center) is a long-term business, so we have to bear the brunt of it, depending on who we cooperate with. After all, this kind of cooperation is long-term.”
“Furthermore, we also need to pay attention to our own infrastructure to ensure that the company has sufficient capacity to meet the needs of the market.”
Currently cooperating with Pearl Computing, the company believes this will broaden its investment and asset management portfolio, meet the SHIFT25 strategy to generate recurring revenue, and boost the Emena Industrial Park...
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$THETA(9075.MY$
Shared this on Sunday in one of my investing learning group. Suspected for a similar chart pattern like previous wave where vol dries up when price is contracting.
It breaks out with significant vol yesterday, hopefully it continues the run today 🚀
Shared this on Sunday in one of my investing learning group. Suspected for a similar chart pattern like previous wave where vol dries up when price is contracting.
It breaks out with significant vol yesterday, hopefully it continues the run today 🚀
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$Intel(INTC.US$ don't count intc out just yet. They have major technology news announcements coming up at computex Taipei. Down but not out. Buy and hold for long term!
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In 2021, the price of shipping 🚢 skyrocketed, and it was hard to find a container. There was Malaysia's Glove 🧤 frenzy in 2020, and Taiwan also had the Age of Discovery in 2021. The three major shipping companies, Evergreen Shipping, Wanhai, and Yangming, skyrocketed 10-20 times. Meanwhile, Malaysia's HARBOUR also broke through a new high of RM1.73 in September 2021, and the single-day limit was up 30% on September 29, 2021.
⚠️ Container shipping stocks are cyclical stocks. They can only be in the short to medium term, not suitable for the long term ⚠️⚠️
Beginning in April, freight rates on European and American routes have been rising steadily, leading to a sharp rise in demand for containers in China and Taiwan. There are many factors that have caused the increase in freight rates 📈. One of them is that shipping companies are taking advantage of this opportunity 🈹️ and there is also talk of a wave of chives.
The picture above shows the stock price trends of Taiwan's Sanjiong, China's COSCO Sea & Air, and Malaysia's HARBOUR. Taiwan's Q1 has been released, and Q2 is expected to be better. Meanwhile, the Malaysian stock company HARBOUR is still awaiting Q1 results, and its counterpart SYGROUP has been trending very well over the past month.
$SYGROUP(5173.MY$
The chart above shows the stock price trend over the past 6 months.
At the end of August last year, the Moo Moo community shared that Harbor's cash flow was very strong. At the time, the stock price was in the RM1.20 range. Since the Age of Discovery in 2021, HARBOUR has captured that round of wealth, and now...
⚠️ Container shipping stocks are cyclical stocks. They can only be in the short to medium term, not suitable for the long term ⚠️⚠️
Beginning in April, freight rates on European and American routes have been rising steadily, leading to a sharp rise in demand for containers in China and Taiwan. There are many factors that have caused the increase in freight rates 📈. One of them is that shipping companies are taking advantage of this opportunity 🈹️ and there is also talk of a wave of chives.
The picture above shows the stock price trends of Taiwan's Sanjiong, China's COSCO Sea & Air, and Malaysia's HARBOUR. Taiwan's Q1 has been released, and Q2 is expected to be better. Meanwhile, the Malaysian stock company HARBOUR is still awaiting Q1 results, and its counterpart SYGROUP has been trending very well over the past month.
$SYGROUP(5173.MY$
The chart above shows the stock price trend over the past 6 months.
At the end of August last year, the Moo Moo community shared that Harbor's cash flow was very strong. At the time, the stock price was in the RM1.20 range. Since the Age of Discovery in 2021, HARBOUR has captured that round of wealth, and now...
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Bursa Petron Malaysia is a refinery cum petrol station business. Many believes that electric vehicles would eventually disrupt the petrol station business. But I suspect that it is probable a decade away.
Does this mean that we should no consider investing in Petron Malaysia? Over the past 12 years, the company delivered an average return that was greater than its cost of funds. This is a financially sound company whose performance is affected by cru...
Does this mean that we should no consider investing in Petron Malaysia? Over the past 12 years, the company delivered an average return that was greater than its cost of funds. This is a financially sound company whose performance is affected by cru...
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As the 2024 Papertrading Challenge continues, we're eager to share the current standings on the Australian stock papertrading leaderboard.
Without further ado, congratulations to the top 10 mooers who topped the leaderboard!
@Abinash Bhandari @Hojubu @helpful Camel_5694 @friendly Rabbit_7845 @Tenbeersthanks @Police profit @151659420 @151277490 @151885177 @151645038
Level up your trading stragegy
Winning the first prize wasn't a strok...
Without further ado, congratulations to the top 10 mooers who topped the leaderboard!
@Abinash Bhandari @Hojubu @helpful Camel_5694 @friendly Rabbit_7845 @Tenbeersthanks @Police profit @151659420 @151277490 @151885177 @151645038
Level up your trading stragegy
Winning the first prize wasn't a strok...
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