Mathew Lim
commented on
$Seatrium (S51.SG)$ how come.my shares missing lol
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Mathew Lim
voted
$Twitter (Delisted) (TWTR.US)$
Personally I don’t think so.
Can’t let one man shake the whole boat.
Really uncertain if it’s going up or down. Hold tight and stay safe guys.
Personally I don’t think so.
Can’t let one man shake the whole boat.
Really uncertain if it’s going up or down. Hold tight and stay safe guys.
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Mathew Lim
liked
$Nikko AM STI ETF (G3B.SG)$
good to DCA into this
good to DCA into this
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Mathew Lim
liked
$BYD Co. (BYDDF.US)$ BYD is diversified, growing quickly, and poised to benefit not only from its own EV sales growth, but, thanks to its battery operations, also from the EV sales growth from other automobile companies. Still, BYD is trading at a rather inexpensive price:
While $Tesla (TSLA.US)$, the current EV king, is trading at 26x trailing revenue today, BYD is valued at less than 4x trailing revenue -- despite the fact that it grew its EV sales by more than 210% in October, thereby growing much faster than Tesla. I do not believe that BYD should trade at 25x revenue at all, as I do believe that this also is not a fair valuation for Tesla. Still, at a massive discount to Tesla and even its Chinese EV peers such as $NIO Inc (NIO.US)$ , $XPeng (XPEV.US)$ , and $Li Auto (LI.US)$ , BYD seems like an attractively priced player in this generally rather expensive space. BYD trades, it should be noted, at a premium compared to legacy automakers, but that premium is relatively slim when compared to the valuations other EV players are trading at. At less than 4x trailing revenue, BYD does not look especially expensive, considering its solid market position, strong market tailwinds, and rapid sales growth. Buffett's Berkshire Hathaway holds a multi-billion dollar stake in BYD, suggesting that BYD is one of the best values in this space -- after all, Buffett is an archetypical value investor.
While $Tesla (TSLA.US)$, the current EV king, is trading at 26x trailing revenue today, BYD is valued at less than 4x trailing revenue -- despite the fact that it grew its EV sales by more than 210% in October, thereby growing much faster than Tesla. I do not believe that BYD should trade at 25x revenue at all, as I do believe that this also is not a fair valuation for Tesla. Still, at a massive discount to Tesla and even its Chinese EV peers such as $NIO Inc (NIO.US)$ , $XPeng (XPEV.US)$ , and $Li Auto (LI.US)$ , BYD seems like an attractively priced player in this generally rather expensive space. BYD trades, it should be noted, at a premium compared to legacy automakers, but that premium is relatively slim when compared to the valuations other EV players are trading at. At less than 4x trailing revenue, BYD does not look especially expensive, considering its solid market position, strong market tailwinds, and rapid sales growth. Buffett's Berkshire Hathaway holds a multi-billion dollar stake in BYD, suggesting that BYD is one of the best values in this space -- after all, Buffett is an archetypical value investor.
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Mathew Lim : same here .minus 2000 plus . i have only a few shares with seatrium
is there something wrong with the moomoo display