ZhengShilei
参与了投票
$苹果 (AAPL.US)$ 周四交易日,股价上涨1.6%,目前在周五盘前交易会话中以181.2美元定价,这是自2022年1月以来最高点, 非常接近其182.01美元的历史最高点。
苹果的年度全球开发者大会,也被称为WWDC,定于 6月5日举行。这家科技巨头通常会在该活动上发布其即将推出的产品,...
苹果的年度全球开发者大会,也被称为WWDC,定于 6月5日举行。这家科技巨头通常会在该活动上发布其即将推出的产品,...
已翻译
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ZhengShilei
留下了心情
$Grab Holdings (GRAB.US)$ 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.
10
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ZhengShilei
评论了
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😊
1
ZhengShilei
参与了投票
2