104159710
liked
"The way to win is to work, work, work, work and hope to have a few insights. You're probably not going to be smart enough to find thousands in a lifetime—when you get a few, you really load up. It's just that simple."
— Charlie Munger
$Berkshire Hathaway 13F(LIST2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$
— Charlie Munger
$Berkshire Hathaway 13F(LIST2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$
2
1
104159710
liked
$BYD COMPANY(01211.HK$ $BYD Co.(BYDDF.US$ $Tesla(TSLA.US$
Tesla pegged 1.8 - 2 m units as an achievable goal this year. Its Q2 operating profit of USD2.4 b, however, dipped slightly YoY.
While BYD will net USD1.64 b in profit for this past quarter, trailing Tesla's by a third, its profits are up 200% YoY. QoQ, its net profit also beat that of Tesla.
BYD will hit the same 18% gross margin that Tesla managed. What's even more striking is that, unlike Tesla, its operating profit will be up 192% -...
Tesla pegged 1.8 - 2 m units as an achievable goal this year. Its Q2 operating profit of USD2.4 b, however, dipped slightly YoY.
While BYD will net USD1.64 b in profit for this past quarter, trailing Tesla's by a third, its profits are up 200% YoY. QoQ, its net profit also beat that of Tesla.
BYD will hit the same 18% gross margin that Tesla managed. What's even more striking is that, unlike Tesla, its operating profit will be up 192% -...
3
104159710
commented on
$Advanced Micro Devices(AMD.US$ The law of smiles is in effect
Translated
3
104159710
liked and commented on
This recalled cannot be resolved using airdrop and is so severe that Toyota has asked owners to immediately stop driving the vehicles. As the sedan is co-bulilt by BYD, I wonder if similar faulty was reported in other BYD EV models. If this is Tesla, the news will be flashed across all major media.
Quote:
Toyota has announced that it will be recalling over 12,000 of its bZ3 sedans in China that it built in cooperation with BYD. Th...
Quote:
Toyota has announced that it will be recalling over 12,000 of its bZ3 sedans in China that it built in cooperation with BYD. Th...
4
3
104159710
liked
Gamuda is an infrastructure company with a long history. It was co-founded by Lin Yunlin and Mr. Guan Youyuan. Since its establishment in 1976, it has been a significant foundation for construction projects in Malaysia, such as North South Avenue, MRT/LRT rapid transit system, Smart Tunnel, LDP Avenue, and the upcoming Penang Island Reclamation Project (PSI)
Its business development covers 9 countries, including Malaysia, Singapore, Vietnam, the United Kingdom, Australia, Taiwan, India, Panama and Qatar
Since the government was changed in 2018, many large-scale projects have been put on hold or even cancelled, such as East Railway, Malaysia City, MRT3, and the Longxin High Speed Rail. At one point, they evaporated tens of billions of dollars in development value, and also brought the Malaysian infrastructure sector into a cold winter period. However, a good development foundation allowed Gamuda to quickly get out of the slump, such as actively bidding for foreign infrastructure orders, expanding real estate projects, and reducing dependence on government projects
A number of contracts have been obtained over the past few years. As of the latest records, the value of orders held is as high as RM25.1 billion, which is enough to contribute at least 3 years of revenue
Very healthy asset capacity and shareholder returns have made well-known local institutions such as PNB, EPF, KWP, and Lembaga Tabung Haji prominent shareholders over the years
Recently, 4 avenues were successfully sold and 1.47 billion yuan was allocated to acquire land in Ho Chi Minh City to build comprehensive development projects, plus the Australian infrastructure projects that have just been obtained
The money outlook for the next few years is very optimistic, and this is also for...
Its business development covers 9 countries, including Malaysia, Singapore, Vietnam, the United Kingdom, Australia, Taiwan, India, Panama and Qatar
Since the government was changed in 2018, many large-scale projects have been put on hold or even cancelled, such as East Railway, Malaysia City, MRT3, and the Longxin High Speed Rail. At one point, they evaporated tens of billions of dollars in development value, and also brought the Malaysian infrastructure sector into a cold winter period. However, a good development foundation allowed Gamuda to quickly get out of the slump, such as actively bidding for foreign infrastructure orders, expanding real estate projects, and reducing dependence on government projects
A number of contracts have been obtained over the past few years. As of the latest records, the value of orders held is as high as RM25.1 billion, which is enough to contribute at least 3 years of revenue
Very healthy asset capacity and shareholder returns have made well-known local institutions such as PNB, EPF, KWP, and Lembaga Tabung Haji prominent shareholders over the years
Recently, 4 avenues were successfully sold and 1.47 billion yuan was allocated to acquire land in Ho Chi Minh City to build comprehensive development projects, plus the Australian infrastructure projects that have just been obtained
The money outlook for the next few years is very optimistic, and this is also for...
Translated
113
6