sinni
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11月,华尔街的主要指数在经历了三个月的疲软后反弹。美国通货膨胀的缓解表明,居高不下的物价正在放松他们对经济的控制。低于预期的消费者物价指数也增强了市场对美联储将很快结束加息周期的信心。这些事态发展表明,美国经济有可能软着陆...
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![Moo社区聚焦:软着陆是否有助于推动股市增长?](https://ussnsimg.moomoo.com/77777000/editor_image/d1c650d9896832fa983ec82acd1cc87d.png/thumb)
![Moo社区聚焦:软着陆是否有助于推动股市增长?](https://ussnsimg.moomoo.com/77777000/editor_image/3f952d6651ad3cdabb46dc06dd148cbc.jpg/thumb)
![Moo社区聚焦:软着陆是否有助于推动股市增长?](https://ussnsimg.moomoo.com/77777000/editor_image/16381783cf7a3fab9f836c4cbf061786.png/thumb)
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sinni
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上涨股票:
• $安塔尔制药 (ATRS.US)$ +48.7% (将被 Halozyme (HALO) 以每股5.60美元的价格收购)
• $Sierra Oncology (SRRA.US)$ +37.9% (被 GSk 以每股55美元的价格收购)
• $Amryt Pharma (AMYT.US)$ +11.7%(公布OPTIMAL开放标签扩展研究第二年阵发性生长激素分泌过多(acroaegly)患者Mycapssa(口服奥曲肽)的长期安全性和疗效数据)
• $BriaCell Therapeutics (BCTX.US)$ +6%(展示阵发性生长激素分泌过多(acroaegly)患者Mycapssa(口服奥曲肽)的发展细节...
• $安塔尔制药 (ATRS.US)$ +48.7% (将被 Halozyme (HALO) 以每股5.60美元的价格收购)
• $Sierra Oncology (SRRA.US)$ +37.9% (被 GSk 以每股55美元的价格收购)
• $Amryt Pharma (AMYT.US)$ +11.7%(公布OPTIMAL开放标签扩展研究第二年阵发性生长激素分泌过多(acroaegly)患者Mycapssa(口服奥曲肽)的长期安全性和疗效数据)
• $BriaCell Therapeutics (BCTX.US)$ +6%(展示阵发性生长激素分泌过多(acroaegly)患者Mycapssa(口服奥曲肽)的发展细节...
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sinni
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$Grab Holdings (GRAB.US)$
I was as excited as most Singaporeans on this app when our home-grown brand got listed. But when I deep-dive into the company, I will likely not invest in it, at least for the short term.
Grab’s market in the South East Asia definitely has growth potential i.e. people are getting affluent, there’s an increase in digital growth etc. However, do note that Grab faces intense competition and challenges in all its businesses/services (ride-hailing, food delivery and financial services). At the moment, I don’t see very strong Moat displayed by them yet - similar to $优步 (UBER.US)$
1. Ride hailing - doesn’t seem like they are going to expand to countries outside South East Asia region. And this spells limited growth, at least for the short term. Furthermore, this area of business is badly impacted by the pandemic. Taxi drivers are suffering (it’s a real problem on the ground)
2. Food delivery - sales in this area did “rocket” as everyone started working from home since 2020. But Singapore, and a few other SEA countries, are too small. There is a limit to how much they can earn in this segment. Throw in Foodpanda, Deliveroo etc, their market shares will be further capped. Personally, I don’t think there is brand loyalty when it comes to food deliveries. I used Grab most of the time, but I also used the other two when there are discounts/ vouchers etc.
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $苹果 (AAPL.US)$ and Google $谷歌-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $新电信 (Z74.SG)$ Alipay $阿里巴巴 (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
Not financial advice. DYDD and invest safely.
$Grab Holdings (GRAB.US)$
I was as excited as most Singaporeans on this app when our home-grown brand got listed. But when I deep-dive into the company, I will likely not invest in it, at least for the short term.
Grab’s market in the South East Asia definitely has growth potential i.e. people are getting affluent, there’s an increase in digital growth etc. However, do note that Grab faces intense competition and challenges in all its businesses/services (ride-hailing, food delivery and financial services). At the moment, I don’t see very strong Moat displayed by them yet - similar to $优步 (UBER.US)$
1. Ride hailing - doesn’t seem like they are going to expand to countries outside South East Asia region. And this spells limited growth, at least for the short term. Furthermore, this area of business is badly impacted by the pandemic. Taxi drivers are suffering (it’s a real problem on the ground)
2. Food delivery - sales in this area did “rocket” as everyone started working from home since 2020. But Singapore, and a few other SEA countries, are too small. There is a limit to how much they can earn in this segment. Throw in Foodpanda, Deliveroo etc, their market shares will be further capped. Personally, I don’t think there is brand loyalty when it comes to food deliveries. I used Grab most of the time, but I also used the other two when there are discounts/ vouchers etc.
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $苹果 (AAPL.US)$ and Google $谷歌-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $新电信 (Z74.SG)$ Alipay $阿里巴巴 (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
Not financial advice. DYDD and invest safely.
$Grab Holdings (GRAB.US)$
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sinni
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$滴滴(已退市) (DIDI.US)$ maybe moving to HK is not such a bad thing after all.
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sinni
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$腾讯控股 (00700.HK)$ $阿里巴巴 (BABA.US)$
昨天,我又听了两家公司的电话会议,记录了我的感受。腾讯是一家非常真诚的公司,性格内向,务实。知道自己的资源有限,坚定不移地想为用户做一些好的产品。Ali 没有那种感觉。他觉得他们想变得更大,想尝试所有事情,设定伟大的目标,用远距离对抗世界。公司开展的业务越多,竞争力就越低。
昨天,我又听了两家公司的电话会议,记录了我的感受。腾讯是一家非常真诚的公司,性格内向,务实。知道自己的资源有限,坚定不移地想为用户做一些好的产品。Ali 没有那种感觉。他觉得他们想变得更大,想尝试所有事情,设定伟大的目标,用远距离对抗世界。公司开展的业务越多,竞争力就越低。
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sinni
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$阿里巴巴 (BABA.US)$ 电子商务巨头阿里巴巴警告其收入前景,并表示第二季度利润暴跌。阿里巴巴下跌了10.71%。
这会发生在 $滴滴(已退市) (DIDI.US)$ $富途控股 (FUTU.US)$ 和 $向上融科 (TIGR.US)$ 如果他们的收入和利润无法达到预期...
下周
要么
! ? !
这会发生在 $滴滴(已退市) (DIDI.US)$ $富途控股 (FUTU.US)$ 和 $向上融科 (TIGR.US)$ 如果他们的收入和利润无法达到预期...
下周
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