$Bilibili (BILI.US)$ $Sea (SE.US)$ $Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$ buy if u hv the guts... PDD might be the one to revive them soon

$PARAGONREIT (SK6U.SG)$
$KEPPEL LTD SPON ADR-EACH CNV INTO 2 ORD NPV (KPELY.US)$ 
$Keppel Reit (K71U.SG)$ 
UPDATE: Cuscaden Peak likely wins SPH after topping Keppel bid with mic drop offer

$YZJ Shipbldg SGD (BS6.SG)$ Most analysts positive n high TP but stock price n mkt different view

$Sea (SE.US)$ 这只股票我回会续持有 放长远看 ！单从去年公司和他们合作的ecomm 平台的收益可见 ！加油 💪 每个月收益持续增长666

$CFM (5EB.SG)$ dont become ash please.. Please wake up to 30c..

Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $Microsoft (MSFT.US)$, $Oracle (ORCL.US)$ and $Adobe (ADBE.US)$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $Oracle (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $Vmware (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $Autodesk (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $Microsoft (MSFT.US)$ , $Salesforce (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point Software (CHKP.US)$ and $Teradata Corp (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.

Faced with the carnival of the big giants in the meta-universe party, Morgan Stanley stated that Apple is the key to (Meta-universe)’s success.
As the overwhelming meta-universe concept spread from ACG to the entire business society, first Mark Zuckerberg changed Facebook’s name to Meta to highlight its focus and shift to virtual reality, announcing that it was the forerunner of the meta-universe; later, Microsoft introduced a new expression. In the future, everyone can write PPT in the Metaverse; Google has been spared no effort to explore the virtual technology of the Metaverse... The former US technology giant FAANG does not seem to have seen the big brother Apple in the party carnival of the Metaverse?
On Friday, November 12th, Morgan Stanley stated that although Meta may be exploring the next major field (meta universe) earlier than many companies, Apple is the key to success.
The bank stated in the research report that Facebook and Google have been investing in virtual reality (VR) and augmented reality (AR) technologies, which are the gateway to the virtual world in the "meta universe", but only when Apple joins the track , The large-scale market application of AR or VR can be realized.
Morgan Stanley stated that the size of the hardware market for related equipment is expected to reach US$100 billion by 2030, and it will quadruple by 2040. To realize the meta-universe, the support of the underlying technology is inevitably needed: VR equipment is the key to obtaining an immersive experience, while low latency needs to rely on underlying technologies such as 5G and cloud computing.
The advantage of Apple taking a more patient approach when entering new markets is that if it can disrupt in a smarter way, the probability of success will increase. Although Apple is "obviously absent" in AR/VR hardware, recall that Apple is in The layout of the mobile phone field did not enter the smart phone market until 2007, much later than Nokia and BlackBerry.
$Apple (AAPL.US)$ $BlackBerry (BB.US)$ $Meta Platforms (FB.US)$