$特斯拉(TSLA.US$ usd220.110. Cited production challenge for the unique design, may take time to reach cash flow positive for Cybertruck, and faced challenges and delays since 2019.
Reference
1. https://www.businessinsider.com/elon-musk-says-cybertruck-faces-enormous-production-challenges-tesla-2023-10
Reference
1. https://www.businessinsider.com/elon-musk-says-cybertruck-faces-enormous-production-challenges-tesla-2023-10
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$Pacific Biosciences of California(PACB.US$ 美元 8.04。自 2007 年以來,帕克比奧無法走向盈利,令人遺憾。它唯一獲得盈餘的時候是 Illumina 為終止的合併付款。嘆氣。
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$輝瑞(PFE.US$ 38.30 美元。輝瑞的洛提格利普隆下降,丹努格利普龍仍在肥胖藥物的測試管道中。其他選項包括 Novo Nordisk 的 Ozempic,該產品也處於中階段測試(參考 1)。
參考
1. https://www.reuters.com/business/healthcare-pharmaceuticals/pfizer-discontinue-development-obesity-drug-2023-06-26/
參考
1. https://www.reuters.com/business/healthcare-pharmaceuticals/pfizer-discontinue-development-obesity-drug-2023-06-26/
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$BioNTech(BNTX.US$ 美元 126.58 由於對 Covid-19 疫苗的需求減少,2023 年銷售預計將下降(參考 fiercepharma.com)。多宗訴訟:今年,阿布圖斯生物製藥將針對科維茲疫苗提出專利訴訟(參考文獻。羅伊特)。2022 年,莫德納和阿爾尼蘭分別因侵權專利而起訴飛澤/生物科技。有什麼好消息嗎?2023 年 1 月 BioNTech 與英國政府合作,在 203 年之前為患者提供個性化的 mRNA 癌免疫療法。
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$新達產業信托(T82U.SG$ sgd 1.34. Concern about tech sector slowdown (constituting approx 40% its leasee), high interest rate, high gearing (i.e., debt-to-equity), 30% lease due for renewal. Good points is high occupancy, long-term leases, forex hedged . Strategy anticipated: divest assets to lower debt (ref. 1)
reference
1. https://www.theedgesingapore.com/capital/brokers-calls/rhb-downgrades-suntec-reit-neutral-lower-tp-147
reference
1. https://www.theedgesingapore.com/capital/brokers-calls/rhb-downgrades-suntec-reit-neutral-lower-tp-147
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$頂級手套(BVA.SG$ sgd 0.215. It is time to reduce the expenses. If covid-driven scaled-up production and its related cost is not permanent, we are safe, else it will be very bad. This is in consideration of the current challenges, i.e., over-supply, increased competition, raw material price hike (e.g., latex, crude oil), minimum wage increase in Malaysia in 2022, and others.
The extraordinary demand may had been du...
The extraordinary demand may had been du...
$Pacific Biosciences of California(PACB.US$ 美元 5.66。營運價格正在增加,而收入卻落後。儘管 COGS 是合理的...如果收入不能超過營運交易,除非我希望有意外或併購交易,否則我沒有看到任何理由購買。
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$FortressMinerals(OAJ.SG$ 新加坡幣 0.33 元。收入按季下跌 15%,淨利按季下跌 41%。
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