NVDA
NVIDIA
-- 139.521 INTC
Intel
-- 27.330 TSLA
Tesla
-- 353.112 GRAB
Grab Holdings
-- 5.230 SMCI
Super Micro Computer
-- 55.320 
E-Commerce Trend
I am currently not invested in E-commerce however this may change in the near future. Covid has changed the way we make purchase decisions.
Today, I will walk into $Challenger (573.SG)$ and look at how a product would interest me. Then I would pop out my phone to look at E-Commerce platforms to see if there was a bargain. Often the case, there will be.
With delivery bundled into the product, it is a very good combination indeed. Key thing would for each e-commerce platform to work on maybe customer stickiness to drive market share and consistent revenue returns. I will be paying attention to $Sea (SE.US)$ $Alibaba (BABA.US)$ $Amazon (AMZN.US)$ and not forgetting payment providers which will benefit from E-commerce drive.
Today, I will walk into $Challenger (573.SG)$ and look at how a product would interest me. Then I would pop out my phone to look at E-Commerce platforms to see if there was a bargain. Often the case, there will be.
With delivery bundled into the product, it is a very good combination indeed. Key thing would for each e-commerce platform to work on maybe customer stickiness to drive market share and consistent revenue returns. I will be paying attention to $Sea (SE.US)$ $Alibaba (BABA.US)$ $Amazon (AMZN.US)$ and not forgetting payment providers which will benefit from E-commerce drive.
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