ZhengShilei
liked
muln又在表演下山的速度,物理测试没有刹车系统的车下山能有多快??
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ZhengShilei
voted
$Apple (AAPL.US)$ shares have risen by 1.6% in the trading session on Thursday and are currently priced at $181.2 in Friday's pre-market trading session, which is the highest it has been since January 2022 and very close to its all-time high of $182.01.
The annual Worldwide Developers Conference, also known as WWDC, by Apple is scheduled to begin on June 5th. The tech giant typically announces its upcoming products on the event, ...
The annual Worldwide Developers Conference, also known as WWDC, by Apple is scheduled to begin on June 5th. The tech giant typically announces its upcoming products on the event, ...
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ZhengShilei
reacted to
$Grab Holdings (GRAB.US)$ I have stated it earlier, there is a lot of misperception concerning GRAB.
People look at revenue, but do not look at Adjusted Net Revenue (later called Adjusted Net Sales). PIPE investors like Morgan Stanley, Fidelity, Blackrock etc. based their valuation on Adjusted Net Sales.
JPM's latest analysis and PT is also based on Adjusted Net Sales.
Another misperception is the cash burn. Grab's current cash burn is small.
Cash and cash equivalents
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
Another misperception are 3Q losses often cited as approx 1 billion, this while it's clearly stated in 3Q ER
" Grab’s Q3 2021 loss includes $748 million in non-cash items... A significant proportion of such non-cash expenses is expected to cease after the business combination."
If you have LT conviction in Grab, just use the confusion and dips to add.
People look at revenue, but do not look at Adjusted Net Revenue (later called Adjusted Net Sales). PIPE investors like Morgan Stanley, Fidelity, Blackrock etc. based their valuation on Adjusted Net Sales.
JPM's latest analysis and PT is also based on Adjusted Net Sales.
Another misperception is the cash burn. Grab's current cash burn is small.
Cash and cash equivalents
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
Another misperception are 3Q losses often cited as approx 1 billion, this while it's clearly stated in 3Q ER
" Grab’s Q3 2021 loss includes $748 million in non-cash items... A significant proportion of such non-cash expenses is expected to cease after the business combination."
If you have LT conviction in Grab, just use the confusion and dips to add.
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ZhengShilei
commented on
我是经过朋友介绍moomoo
才开始了解这个moo moo 平台
加入这个平台
也是因为
有奖励
让我觉得
moo moo 魅力无限
虽然
现在的行情
有下降的趋势
但是
我有感觉 我也相信
它还会飞回最高的顶端
我觉得 值得
moo moo 谢谢你😊
才开始了解这个moo moo 平台
加入这个平台
也是因为
有奖励
让我觉得
moo moo 魅力无限
虽然
现在的行情
有下降的趋势
但是
我有感觉 我也相信
它还会飞回最高的顶端
我觉得 值得
moo moo 谢谢你😊
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ZhengShilei
voted
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ZhengShilei
voted
$Apple (AAPL.US)$ There was a drop after last year's press conference. What do you think of Apple after the press conference this year?
Translated
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