$SIA (C6L.SG)$ : SIA was hit hard during Covid-19, and the same goes for other airlines. That's the worst hit ever seen SIA was formed, since 1st October 1972. I think the worst for SIA is already over. Looking forward, I think a bright future awaits us. Now that SIA has emerged strongly (financially strong) from Covid-19 and with our financially rich Temasek Holding (53% SIA share owner) behind us, we have nothing to fear. Although our capital appreciation may not be the best like DBS, however,...

Key Takeaways:
DeepSeek demonstrates exceptional profitability with an 85% gross margin, potentially pressuring competitors.
Infrastructure emerges as the new AI battleground. DeepSeek's GPU efficiency and cost management excel, potentially challenging cloud computing giants.
Reduced AI costs may significantly expand application scenarios. Companies with advantages in both models and infrastructure coul...

1) Revenue is growing in the range of 6-10% with a bad Chinese macro environment (during the first months of 2024 it's improving).
2) The business is incredibly diversified as you can see in the pictures, the risk is lower compared to competitors like $JD and $PDD.
3) Company is expanding his business internationally very fast in fact Alibaba International (Aliexpress, Alibaba. com and Lazada) and Cainiao Logistics are growing crazy d...