102564710
commented on
102564710
commented on
4
4
102564710
commented on
1
6
102564710
commented on
$Grab Holdings (GRAB.US)$ I expected Grab's mobility segment to recover to figures between Q1 and Q2, given that COVID19 cases are stabilizing in SEA. However, this minor recovery isn't enough to justify its current $52bn valuation, where its valuation implies an expectation of 35% CAGR on top of a fully recovered pre-pandemic mobility segment over the five years. On top of that, the removal of the $10 NAV floor post-merger and the high inflationary and high risk of tapering/rate hikes economic environment adds to investors' downside risk. Therefore, we chose the conservative alternative to take profits at this price level and only leave profits on the table to capture potential spike on announcements related to its merger.
15
1
102564710
commented on
$Grab Holdings (GRAB.US)$ you guys need to be aware that right now only futu users can trade. many overseas holders cant wait to dump their shares. was $11 hours ago, nothing change, why buy now?
1
6
102564710
commented on
$StoneCo (STNE.US)$ anyone cam enlightening me why the price drop after strong Q3 earning ?
1
102564710
commented on
$Rivian Automotive (RIVN.US)$The most important thing is to stay steady and don't be afraid this week will definitely be over $200
Translated
7
7
102564710
commented on
102564710
commented on
$Rivian Automotive (RIVN.US)$ I feel that one day it will return to double digits.
Translated
4
1
102564710 : Does the eldest sister take apprentices? I want to learn from you
102564710 包小姐的养老金 OP : There is no reason why famous teachers are cheap. Willing to contribute within the limits of one's ability