$DBS (D05.SG)$ With DBS earnings growth trajectory and their target to double wealth management fee by 2027, we could see earnings go pass 15bil. If you like to use PE to value a company, using a value of 13 (which is quite reasonable for a bank of DBS size), that will give us a 200bil valuation and share price of $70 by 2027.
3
1
$Sea (SE.US)$ Shopee really trying to cut cost to improve profitability. For the first time, they don't give out maribank vouchers for discount event like 12.12. I also notice the other vouchers run out very fast, so meaning they are giving out less vouchers. Good for investor but sucks for shopee users.
5
3
$DBS (D05.SG)$ 2 more months to 4th quarter result. Dividend increase to 60 cents and some special dividend is pretty much confirmed. Back in 2022 4th quarter when CET1 ratio was lower, they gave 50 cents special dividend. Now that CET1 ratio is much higher, I expected special dividend to be more than 50 cents.
Do your own research and don't listen to stranger asking you to buy buy buy when they own the stock and run run run when they have sold it. Listen to them can go holland. T...
Do your own research and don't listen to stranger asking you to buy buy buy when they own the stock and run run run when they have sold it. Listen to them can go holland. T...
14
3
$DBS (D05.SG)$ buy in now, definitely will close above $40 today. I am always right!
9
7
$NIO Inc (NIO.US)$ Target set by management:
1) Nio Q4 vehicle margin 15%. Next year 20%
2) Onvo Q4 vehicle margin single digit. Next year 15%
3) 2025 deliveries double that of 2024
4) 2026 to break even for the whole year
5) Positive free cash flow to continue in Q4 and increasing next year
New car launch in 2025: ET9, L70, L80, firefly
1) Nio Q4 vehicle margin 15%. Next year 20%
2) Onvo Q4 vehicle margin single digit. Next year 15%
3) 2025 deliveries double that of 2024
4) 2026 to break even for the whole year
5) Positive free cash flow to continue in Q4 and increasing next year
New car launch in 2025: ET9, L70, L80, firefly
6
1
$NIO Inc (NIO.US)$ Very much in line with my expectation. SG&A expense shoot up as expected with onvo launch. Margin still in the low teens. Only positive thing is that cash actually increase from the positive free cash flow, probably due to lesser capex. Today close above $4 considered win already.
$DBS (D05.SG)$ 2 quarter in a row price increase on XD and close at ATH. Some say sure drop more than 54cents or sure drop to $40 on XD. Where are they now? ![]()
![]()
![]()
5
3
$Sea (SE.US)$ Wow on first look, the earnings report is impressive.
1
3
$Sea (SE.US)$ Saw 2 different EPS estimate. 26 cents and 55 cents per shares. 26 cents should be easy to beat. Its unlikely they can earn more than 55 cents. So whether beat earnings or not, depends on which estimate media want to use.
1
4
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)