KD Curvet Investment
liked
$Alphabet-A (GOOGL.US)$ this is cheap for any AI company which has multi model, cloud, youtube and robotaxi through waymo.
i think people are crazy about google loosing market share in search. i dont think thats going to happen too fast and all pupose Gemini model will able to complement it.
i think people are crazy about google loosing market share in search. i dont think thats going to happen too fast and all pupose Gemini model will able to complement it.
4
1
KD Curvet Investment
liked and commented on
$CapLand India T (CY6U.SG)$ dbs has a tp of 1.45
4
2
KD Curvet Investment
liked and commented on
$JNCEC (00579.HK)$ The once bright future of wind and solar energy is no longer. Jingneng predicts an EPS of 0.38, just one cent higher than last year's 0.37, a far cry from the 0.5 yuan EPS promised in the stock-based incentive with a profit of 4.1 billion. The fundamental analysis shows that the issue is not internal operations but rather the impact of policy changes: 1. Changes in grid connection policies. Electricity prices are fully market-oriented, and without policy support, wind and solar energy will inevitably face exclusion and suppression. The grid does not care whether you are clean energy. In the name of marketization, prematurely giving up appropriate support for clean energy poses a deadly risk to the new energy industry 👊 danger‼️. 2. Protecting giant pandas and the environment has led to the closure of four small hydropower plants. It is estimated that the subsidies provided by the government are far from sufficient to cover the asset losses. These are all losses incurred by companies due to policy reasons. Of course, in the long run, Jingneng is still a good company. Its current valuation is not high. It is estimated that the state will correct some policies. It is unacceptable to let this tender new energy industry, which bears immense social and environmental responsibilities, and has the most potential, be driven into the ground.
Translated
3
$CapLand India T (CY6U.SG)$ The earnings for 2024 are so good. A special dividend should be issued once. There is a strong call for the issuance of a special dividend!
Translated
2
KD Curvet Investment
commented on
$CapLand India T (CY6U.SG)$ outflow from India to China
1
KD Curvet Investment
commented on
$Mitsui (8031.JP)$ Can't moomoo buy Japanese stocks.
Translated
1
$CapLand India T (CY6U.SG)$ May I ask who knows what the investment income of 0.318 billion in 2024 is?
Translated
1
KD Curvet Investment
liked
$Hang Seng Index (800000.HK)$ As soon as Xi Jinping took office, the stock market started to plummet...
Translated
2
KD Curvet Investment
liked
Translated
2
2