$Grab Holdings (GRAB.US)$ 考虑到SEA COVID19 病例趋于稳定,我预计 Grab 的出行服务业务将在第一季度和第二季度之间恢复正常。然而,这次轻微的复苏并不足以证明 Grab 当前的 520 亿美元估值是合理的,这个估值意味着未来五年内出行服务业务全面恢复到大流行前的水平并以 35% 年复合增长率增长的预期。除此之外,合并之后取消的 10 美元净资产价值底线和高通胀和高风险的经济环境,增加了投资者的下行风险。因此,我们选择保守方案,在这个价格水平上获利,并且只在合并相关公告可能引发股价飙升时才留下利润。
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$迪士尼 (DIS.US)$ names Susan E. Arnold, a 14-year veteran of the board, as chairman, effective Dec. 31, succeeding Bob Iger, who has led the board since 2012.
"Having most recently served as independent lead director, Susan is the perfect choice for chairman of the board, and I am confident the company is well-positioned for continued success under her guidance and leadership," Iger said in a statement.
The transition marks the an end to Iger's leadership at the media and entertainment company, where he was CEO for 15 years, overseeing the company's acquisitions of Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and 21st Century Fox in 2019.
Bob Chapek became Disney's seventh CEO in 2020.
"Having most recently served as independent lead director, Susan is the perfect choice for chairman of the board, and I am confident the company is well-positioned for continued success under her guidance and leadership," Iger said in a statement.
The transition marks the an end to Iger's leadership at the media and entertainment company, where he was CEO for 15 years, overseeing the company's acquisitions of Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and 21st Century Fox in 2019.
Bob Chapek became Disney's seventh CEO in 2020.
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$福特汽车 (F.US)$ 福特的估值仍然很便宜,我喜欢他们的产品阵容,以及在电动车领域的进展速度。由于芯片短缺,工厂停工情况在本月非常安静,福特连续两个月在美国的销售量首次超过20年来的第一位。11月会连续第三个月吗?我认为会。
我很想知道福特限制何时能出售他们的Rivian股票,所以我们需要祈祷电动汽车泡沫能够持续到福特能够出售他们的股票。我认为福特的股票并未反映出Rivian给福特带来的好处。
我很想知道福特限制何时能出售他们的Rivian股票,所以我们需要祈祷电动汽车泡沫能够持续到福特能够出售他们的股票。我认为福特的股票并未反映出Rivian给福特带来的好处。
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我的问题是,WILL会有维护网络吗? $Rivian Automotive (RIVN.US)$ 和类似的公司会有维护网络吗? $福特汽车 (F.US)$ 和 $通用汽车 (GM.US)$车主们去哪里修车呢?
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联邦贸易委员会已开始对最近的供应链中断进行调查,并要求九家大型零售商、批发商和消费品供应商向该机构提供信息。
这些命令已经发送给 $沃尔玛 (WMT.US)$, $亚马逊 (AMZN.US)$, $克罗格 (KR.US)$, $宝洁 (PG.US)$, $泰森食品 (TSN.US)$, $卡夫亨氏 (KHC.US)$根据FTC发布的一份声明,C&S Wholesale Grocers、Associated Wholesale Grocers, Inc.和McLane Co.将有45天时间回应订单。
FTC根据FTC法案的特定部分发布了这些命令,该法案授权该机构进行“广泛的”研究,而不需要具体的执法目的。
命令要求这些公司详细说明影响他们获取、运输和分发产品的主要因素;这些干扰对延迟和取消订单、成本和价格的影响程度。
美国联邦贸易委员会还要求这些公司提供有关供应链紊乱的内部文件。
昨天,黑色星期五销售增长首次逆转 - adobe分析。
此前,沃尔玛和Kohl's据说在黑色星期五的表现优于同行。
这些命令已经发送给 $沃尔玛 (WMT.US)$, $亚马逊 (AMZN.US)$, $克罗格 (KR.US)$, $宝洁 (PG.US)$, $泰森食品 (TSN.US)$, $卡夫亨氏 (KHC.US)$根据FTC发布的一份声明,C&S Wholesale Grocers、Associated Wholesale Grocers, Inc.和McLane Co.将有45天时间回应订单。
FTC根据FTC法案的特定部分发布了这些命令,该法案授权该机构进行“广泛的”研究,而不需要具体的执法目的。
命令要求这些公司详细说明影响他们获取、运输和分发产品的主要因素;这些干扰对延迟和取消订单、成本和价格的影响程度。
美国联邦贸易委员会还要求这些公司提供有关供应链紊乱的内部文件。
昨天,黑色星期五销售增长首次逆转 - adobe分析。
此前,沃尔玛和Kohl's据说在黑色星期五的表现优于同行。
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$滴滴(已退市) (DIDI.US)$ 中国监管机构要求滴滴全球高管制定摘牌计划
中国互联网信息办公室,负责该国数据安全的机构,已指示滴滴制定将公司从纽约证券交易所摘牌的具体细节,因为担心敏感数据泄漏,据报道。
考虑中的方案包括直接私有化或在香港进行股份发行,然后在美国摘牌,彭博社称。
尽管中国监管机构要求滴滴确保其数据的安全性并导致严厉惩罚威胁,滴滴仍在今年夏季推进了在纽约证券交易所的上市。
中国互联网信息办公室,负责该国数据安全的机构,已指示滴滴制定将公司从纽约证券交易所摘牌的具体细节,因为担心敏感数据泄漏,据报道。
考虑中的方案包括直接私有化或在香港进行股份发行,然后在美国摘牌,彭博社称。
尽管中国监管机构要求滴滴确保其数据的安全性并导致严厉惩罚威胁,滴滴仍在今年夏季推进了在纽约证券交易所的上市。
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$Sono Group (SEV.US)$ The IPO is a complete scam. Covering the entire surface of a car with solar panels would produce a few hundred w/hr, which means it would take weeks to charge the car. It is orders of magnitude less energy than required for mobility.
If it gets a dad cat bounce, short it
If it gets a dad cat bounce, short it
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$SPDR 标普500指数ETF (SPY.US)$ $比特币 (BTC.CC)$ 人们认为投资的钱最后会去哪里?黄金?比特币?放在床垫下?还是放在美国银行赚取0.25%的利息?
由于经济现在永远无法修复,美联储无法有意义地提高利率。50年来的赤字开支、印钞、战争、掠夺所谓的社会安全信托基金、意外的基本收入实验以及赶在中期选举之前花掉数万亿美元的新冲动意味着没有其他选择。
如果美联储将利率提高到5%,国债利息将占到年度联邦预算的30%。不可能实现。美联储无法将利率提高超过1%。
“泡沫”现象已经成为新常态。
由于经济现在永远无法修复,美联储无法有意义地提高利率。50年来的赤字开支、印钞、战争、掠夺所谓的社会安全信托基金、意外的基本收入实验以及赶在中期选举之前花掉数万亿美元的新冲动意味着没有其他选择。
如果美联储将利率提高到5%,国债利息将占到年度联邦预算的30%。不可能实现。美联储无法将利率提高超过1%。
“泡沫”现象已经成为新常态。
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Meme coin Shiba Inu continues drifting lower from its all-time high of $0.00008 in October as "crypto markets are currently in a risk-off mode following the new highs made by bitcoin and ether [about] two weeks back," blockchain analytics firm Nansen told CoinDesk via written response.
SHIB tokens dip 10% to $0.000038 per coin intra-day.
Shiba's market cap of $20.7B falls from just over $40B towards the end of October, pulling its market cap ranking down to 13th place, with Crypto.com Coin just above at 12th, according to data from CoinMarketCap.
Perhaps the coin's decline is due to a rising number of wallets with substantial holdings that have reduced their SHIB positions recently, possibly due to taking profit, Nansen tells CoinDesk.
So-called whale transaction counts, the number of SHIB transactions valued at more than $100K, have been increasing since the start of November, which could imply a rise in near-term selling pressure, CoinDesk notes, citing data from Santiment.
Meanwhile, $比特币 (BTC.CC)$ and $以太坊 (ETH.CC)$ also drift lower.
$狗狗币 (DOGE.CC)$, the 10th largest crypto, extends losses and is down nearly 9% this week.
Previously, (Nov. 22) Shiba Inu tokens extend losses as retail frenzy eases.
SHIB tokens dip 10% to $0.000038 per coin intra-day.
Shiba's market cap of $20.7B falls from just over $40B towards the end of October, pulling its market cap ranking down to 13th place, with Crypto.com Coin just above at 12th, according to data from CoinMarketCap.
Perhaps the coin's decline is due to a rising number of wallets with substantial holdings that have reduced their SHIB positions recently, possibly due to taking profit, Nansen tells CoinDesk.
So-called whale transaction counts, the number of SHIB transactions valued at more than $100K, have been increasing since the start of November, which could imply a rise in near-term selling pressure, CoinDesk notes, citing data from Santiment.
Meanwhile, $比特币 (BTC.CC)$ and $以太坊 (ETH.CC)$ also drift lower.
$狗狗币 (DOGE.CC)$, the 10th largest crypto, extends losses and is down nearly 9% this week.
Previously, (Nov. 22) Shiba Inu tokens extend losses as retail frenzy eases.
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