ZhengShilei
voted
$Palantir (PLTR.US)$ saw millions of dollars in bearish option positions after the stock's 340% surge last year fueled concerns that the rally has gone too far too fast.
Morgan Stanley analysts led by Sanjit Singh gave the stock an underweight rating and a price target of $60, implying a 25% downward potential from Friday's close. While they noted that Palantir has won the early rounds of the race to capture demand driven ...
Morgan Stanley analysts led by Sanjit Singh gave the stock an underweight rating and a price target of $60, implying a 25% downward potential from Friday's close. While they noted that Palantir has won the early rounds of the race to capture demand driven ...
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ZhengShilei
liked
muln is performing the speed of descending. How fast can a car without a braking system go downhill in a physics test??
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ZhengShilei
voted
$Apple (AAPL.US)$ shares have risen by 1.6% in the trading session on Thursday and are currently priced at $181.2 in Friday's pre-market trading session, which is the highest it has been since January 2022 and very close to its all-time high of $182.01.
The annual Worldwide Developers Conference, also known as WWDC, by Apple is scheduled to begin on June 5th. The tech giant typically announces its upcoming products on the event, ...
The annual Worldwide Developers Conference, also known as WWDC, by Apple is scheduled to begin on June 5th. The tech giant typically announces its upcoming products on the event, ...
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ZhengShilei
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$Grab Holdings (GRAB.US)$ I have stated it earlier, there is a lot of misperception concerning GRAB.
People look at revenue, but do not look at Adjusted Net Revenue (later called Adjusted Net Sales). PIPE investors like Morgan Stanley, Fidelity, Blackrock etc. based their valuation on Adjusted Net Sales.
JPM's latest analysis and PT is also based on Adjusted Net Sales.
Another misperception is the cash burn. Grab's current cash burn is small.
Cash and cash equivalents
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
Another misperception are 3Q losses often cited as approx 1 billion, this while it's clearly stated in 3Q ER
" Grab’s Q3 2021 loss includes $748 million in non-cash items... A significant proportion of such non-cash expenses is expected to cease after the business combination."
If you have LT conviction in Grab, just use the confusion and dips to add.
People look at revenue, but do not look at Adjusted Net Revenue (later called Adjusted Net Sales). PIPE investors like Morgan Stanley, Fidelity, Blackrock etc. based their valuation on Adjusted Net Sales.
JPM's latest analysis and PT is also based on Adjusted Net Sales.
Another misperception is the cash burn. Grab's current cash burn is small.
Cash and cash equivalents
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
Another misperception are 3Q losses often cited as approx 1 billion, this while it's clearly stated in 3Q ER
" Grab’s Q3 2021 loss includes $748 million in non-cash items... A significant proportion of such non-cash expenses is expected to cease after the business combination."
If you have LT conviction in Grab, just use the confusion and dips to add.
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ZhengShilei
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I was introduced to moomoo by a friend.
I started to learn about this moo moo platform.
I joined this platform.
Also because.
There is a reward.
It makes me feel.
moo moo has infinite charm.
Although
The current market situation
There is a downward trend
But
I have a feeling, I also believe
It will fly back to the highest top.
I think it's worth it.
moomoo, thank you 😊
I started to learn about this moo moo platform.
I joined this platform.
Also because.
There is a reward.
It makes me feel.
moo moo has infinite charm.
Although
The current market situation
There is a downward trend
But
I have a feeling, I also believe
It will fly back to the highest top.
I think it's worth it.
moomoo, thank you 😊
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ZhengShilei
voted
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ZhengShilei
voted
$Apple (AAPL.US)$ There was a drop after last year's press conference. What do you think of Apple after the press conference this year?
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