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B Russ Private ID: 102248925
Hasen Minhaj 💓
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    $Quantum (QMCO.US)$ My masterpiece
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    The newly formed company in the portfolio, listed and held until today, is losing 25%... Not because the boss's wife is pretty, definitely not, but because they are starting to make high-profit products... Feels like a tough battle.
    $FEYTECH (5322.MY)$ This company focuses on producing auto parts, and the business is quite interesting, mainly revolving around two core points: automobile seats and car coverings. In simple terms, it is responsible for making the interior and exterior of cars more comfortable, safer, and more stylish.
    Automobile seats: From the seat frames to adjustment functions, this company provides a complete set of solutions, accounting for nearly half of the revenue. Car coverings: Parts like roofs and interior panels are also its important business, accounting for the other half of the revenue.
    Feytech's products are produced on order (OEM mode), directly supplied to auto manufacturers. Whenever there is a model change, they have to readjust their production, which also determines their income closely tied to customer demand. Their customers are mostly auto manufacturers, who place orders and the company customizes production accordingly. This model has the advantage of stable customers, but the disadvantage is being susceptible to fluctuations in orders. It seems quite heavily reliant on assets... Their income depends entirely on customer orders. Once a customer changes the model or demand decreases, the income is easily affected.
    Feytech has recently been expanding its factory, such as the second factory in Kulim, indicating that it is preparing for orders of new car models. In the future, production...
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    Continuous setbacks... Will you fight in the future?
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    About to be listed. $CRPMATE (0331.MY)$ Berhad is a Malaysian company focusing on the manufacturing and sales of fertilizers, with main clients being oil palm plantations and durian orchards. Recently, the company is preparing for an initial public offering (IPO) on the ACE Market of Bursa Malaysia Exchange to raise funds for expanding its business. The demand for fertilizers has been stable, especially with oil palm being a widely cultivated crop requiring significant amounts of fertilizers. Furthermore, with the opening of the Chinese market to Malaysian durians, the expansion of durian orchards presents more opportunities for fertilizers.
    Cropmate's business model is very straightforward: selling various fertilizer products through own brands and partners, focusing on meeting specific needs in agricultural production such as increasing crop yields, improving soil quality, etc. The company primarily serves the local market, with over 98% of its revenue coming from Malaysia, while also exporting a small amount to neighboring countries.
    From the perspective of the industry, the agriculture market in Malaysia is steadily growing. The government emphasizes agricultural development and food security, coupled with an increasing demand from farmers for more efficient fertilizers, making this market full of potential. However, Cropmate also faces some challenges, such as fluctuating raw material prices, pressure from environmental protection policies, and the increase in competitors of the same kind. To sustain development, the company needs to control costs, innovate products, and gradually expand into a broader international market. China recently allowed Malaysia to export fresh durians, providing direct growth opportunities for the company.
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    $DBS Group Holdings (D05.SG)$ $OCBC Bank (O39.SG)$ $UOB (U11.SG)$
    2024 is coming to an end soon. It is quite straightforward to see which banks has given the highest dividend yield, but is that all we look at?
    I made a brief video talking about how these are my all-time favorite.
    Thanks to 2024 for a good year.
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    Rating: Hold
    Target: 990
    We all agree that $Costco (COST.US)$ will likely forver go up during our lifetime. The trend I noticed is that this often gets mispriced just like other stocks, which is often a good opportunity to take profit partially and reinvest back again.
    On the 4-hour chart, I would consider that when the price hits above the top Bolinger band, it is mispriced. Eventually, and certainly, it will go back to either the bottom Bolinger band or the 200EMA/20...
    TA report - Costco [Nov wk4]
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    If you have been following $SoFi Technologies (SOFI.US)$ either as an investors or someone who is waiting to invest in SoFI, there is something from the latest Q3 earnings that I feel that we need to give some attention to.
    It is the loan platform business (LPB). We know that there have been investors who are bearish that SoFi’s capital would eventually be constrained and this would mean SoFi’s growth would slow down. But as I looked at the late...
    Why SoFi Loan Platform Business (LPB) Need Attention
    Why SoFi Loan Platform Business (LPB) Need Attention
    Why SoFi Loan Platform Business (LPB) Need Attention
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    $Advanced Micro Devices (AMD.US)$
    it's an A-shape chart
    and here's the forecast for the stock price
    (ps: it's just a joke)
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    $Dell Technologies (DELL.US)$ The assessment of Dell Technologies ($DELL) highlights several key factors influencing its outlook:
    Core Business Evolution: Dell is transitioning from its historical focus on PCs and storage to emphasizing AI, specifically AI servers. This aligns with broader tech industry trends and positions the company in a growth segment.
    Earnings Expectations:
    Revenue forecast: $24.53B
    EPS forecast: $2.07
    Meeting or beating these expectations could drive investor optimism. Dell...
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