sinni
がいいねしました
11月、ウォールストリートの主要指数は、3か月の低迷後に反発しました。米国のインフレ緩和は、頑強な高値が経済に影響を及ぼす力を弱めることを示唆しています。期待を下回る消費者物価指数も、連邦準備制度理事会が近く利上げサイクルを終了するという展望を支持し、市場の信頼を高めました。これらの動向が、米国経済がソフトランディングに向かう可能性を示唆しています。
翻訳済み
+5
135
19
1
sinni
がいいねしました
上昇値:
• 依存度に注目しています。 $アンタレス・ファーマ (ATRS.US)$+48.7%(Halozyme(HALO)によるシェアあたり5.60ドルでの買収を受ける)
• 依存度に注目しています。 $Sierra Oncology (SRRA.US)$+37.9%(シェアあたり55ドルでGSKによる買収)
• 依存度に注目しています。 $アムリット・ファーマ (AMYT.US)$+11.7%(酸素欠乏症患者のOPTIMALオープンラベルエクステンションスタディの第2年からMycapssa(口腔オクトレオチド)の長期安全性と有効性データが発表)
• 依存度に注目しています。 $ブライアセル・セラピューティクス・コープ (BCTX.US)$+6%(Bria-OTSプラットフォームテクノロジーの開発詳細を発表)
• 依存度に注目しています。 $アンタレス・ファーマ (ATRS.US)$+48.7%(Halozyme(HALO)によるシェアあたり5.60ドルでの買収を受ける)
• 依存度に注目しています。 $Sierra Oncology (SRRA.US)$+37.9%(シェアあたり55ドルでGSKによる買収)
• 依存度に注目しています。 $アムリット・ファーマ (AMYT.US)$+11.7%(酸素欠乏症患者のOPTIMALオープンラベルエクステンションスタディの第2年からMycapssa(口腔オクトレオチド)の長期安全性と有効性データが発表)
• 依存度に注目しています。 $ブライアセル・セラピューティクス・コープ (BCTX.US)$+6%(Bria-OTSプラットフォームテクノロジーの開発詳細を発表)
翻訳済み
12
4
sinni
がいいねしました
$グラブ・ホールディングス (GRAB.US)$
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 $ウーバー・テクノロジーズ (UBER.US)$
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 $アップル (AAPL.US)$ and Google $アルファベット クラスA (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $Singtel (Z74.SG)$ Alipay $アリババ・グループ (BABA.US)$ 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.
$グラブ・ホールディングス (GRAB.US)$
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 $ウーバー・テクノロジーズ (UBER.US)$
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 $アップル (AAPL.US)$ and Google $アルファベット クラスA (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $Singtel (Z74.SG)$ Alipay $アリババ・グループ (BABA.US)$ 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.
$グラブ・ホールディングス (GRAB.US)$
96
1
sinni
がいいねしました
$ディディ・グローバル (DIDI.US)$ maybe moving to HK is not such a bad thing after all.
19
1
sinni
がいいねしました
$テンセント (00700.HK)$ $アリババ・グループ (BABA.US)$
Yesterday, I listened to the conference call of the two companies again and recorded my feelings. Tencent is a very sincere company, introverted, pragmatic. Know their resources are limited, steadfast want to make some good products for users. Ali didn't feel that way. He felt that they wanted to be big, to try everything, to set great goals, to take on the world with a long shot. The more business a company does, the less competitive it will be.
Yesterday, I listened to the conference call of the two companies again and recorded my feelings. Tencent is a very sincere company, introverted, pragmatic. Know their resources are limited, steadfast want to make some good products for users. Ali didn't feel that way. He felt that they wanted to be big, to try everything, to set great goals, to take on the world with a long shot. The more business a company does, the less competitive it will be.
13
1
sinni
がいいねしました
$アリババ・グループ (BABA.US)$アリババグループホールディングは売上高見通しを下方修正し、利益が第2四半期に急落したと警告し、10.71%下落した。
これは以下のようになります。 $ディディ・グローバル (DIDI.US)$ $フートゥー・ホールディングス (FUTU.US)$と $アップフィンテック・ホールディング (TIGR.US)$売上高や利益が期待に達しない場合、これは彼らに起こります...
来週のエクイティまたはその他に投資する多くの人々がカナダ市場からの配当を求めていますが、なぜ$HDIVがより注目されないのでしょうか?比較すると、他の2つを圧倒し、月単位でより多くのキャッシュを支払うため、再投資するか、月額で使用するかを決定することができます。あなたもそうですか? ! ? !
これは以下のようになります。 $ディディ・グローバル (DIDI.US)$ $フートゥー・ホールディングス (FUTU.US)$と $アップフィンテック・ホールディング (TIGR.US)$売上高や利益が期待に達しない場合、これは彼らに起こります...
来週のエクイティまたはその他に投資する多くの人々がカナダ市場からの配当を求めていますが、なぜ$HDIVがより注目されないのでしょうか?比較すると、他の2つを圧倒し、月単位でより多くのキャッシュを支払うため、再投資するか、月額で使用するかを決定することができます。あなたもそうですか? ! ? !
翻訳済み
108
14