Nobi

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    • NobiNobi
      ·2021-12-13

      星股有约 | Frencken Group Limited

      Source: Frencken Group Limited没错, 今天的星股有约聊的就是Frencken 集团。该集团是一家新交所上市的集成技术方案供应公司。通过全球运营的子公司网络,Frencken 目前为欧洲,亚洲和美国的客户提供服务。按营收结构看,半导体、分析, 工业自动化和医疗部门的销售额贡献更高占比。Source: Frencken Group Limited Annual Report FY2020对于投资者来说,公司的股价就是其中一个影响投资决定的重要因素。Frencken集团股价同比上涨79%。如此的速度增长好比一支成长股。Source: Google除了股价,Frencken 集团11月11日发布的2021财年第三季度财报显示,集团收入同比增长18.7% 至 1.965 亿新元。本季度收入大部份得益于半导体、分析和医疗部门的销售额增长,但部分被工业自动化和汽车部门的销售额下降所抵消。半导体销售额飙升 42.7% 至 7160 万新元。让我非常欣慰的是,集团的毛利率从 9M20 的 16.3% 增长 1.0 个百分点至 17.3%。这显示了稳定的毛利润增长和有效的成本管理。 另一方面,Frencken集团宣布公司以 1,400 万新元收购了 Avimac,以扩大半导体和航空航天领域的产品。在行业竞争加剧的背景下,集团通过投资并购扩大经营范围,确实是一个利好举措。 在我看来,我认为 Frencken 仍有很大的增长潜力。 投资者不能错过这家公司。@小虎活动 @爱发红包的虎妞 @小虎AV
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      星股有约 | Frencken Group Limited
    • NobiNobi
      ·2021-11-21

      Earnings Season | Q3 2021 | Meta

      Its earnings season again! Let's discuss Meta's third quarter financial results! [开心] Source: MetaBackground of Meta Previously known as Facebook, Meta is an American online social media company founded in 2004 by Mark Zuckerberg. On 28 October 2021, the California-based company changed its corporate name to Meta as it broadens its business beyond social media into the virtual reality (“VR”) space. As part of the rebranding, the Company's stock ticker will change from $FB to $MVRS effective 1 December 2021. Key Financial Highlights  Annual revenue grew by 35% year-over-year (“YOY”) from US$21.47 billion in Q3 2020 to US$29.01 billion in Q3 2021. It represents a slowdown from the 56% increase in Annual Revenue in Q2 2021. The quarterly Net Income growth was 17% YOY in Q3 2021, a
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      Earnings Season | Q3 2021 | Meta
    • NobiNobi
      ·2021-10-26
      Haha me. Anyone else? [笑哭] 
      1,940评论
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    • NobiNobi
      ·2021-10-12
      S-REIT investors alert! I have compiled alist of the upcoming results announcements by S-REITs below. Do mark them in your calendar. [微笑] • 19 October 2021 Ascendas Reit • 22 October 2021 CapitaLand Integrated Commercial Suntec Reit • 25 October 2021 Mapletree Logistics Trust Keppel DC Reit • 26 October 2021 Mapletree Industrial Trust Keppel Reit CapitaLand China Trust ARA Logos Logistics Trust • 27 October 2021 Keppel Pacific Oak US REIT • 28 October 2021 Mapletree North Asia Commercial Trust • 11 November 2021 Frasers Logistics & Commercial Trust Seems like 26th October is a good feng shui day! [贱笑] @Tiger Stars   
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    • NobiNobi
      ·2021-09-23

      Buy or Sell Singapore REITs?

      Do you intend to invest in Real Estate Investment Trust (“REIT”)? How do you decide on which REIT to invest in? Here are some ideas! Disclaimer: I am not advocating any REITs here and I am not an expert investor or trader. A. Looking at the Straits Time Index (“STI”) There are currently 42 listed REITS in Singapore and seven of them are components of the Straits Time Index (“STI”). The STI is a list of Singapore largest public companies, and the seven REITs below constitute 14.80% (as of September 2021) of the index: 7 Singapore REITS (“S-REITS”) in the STI - Ascendas Real Estate Investment Trust (AREIT) - CapitaLand Integrated Commercial Trust (CICT) - Frasers Logistics & Commercial Trust (FLCT) - Keppel DC Reit (KDC REIT) - Mapletree Commercial Trust (MCT) - Mapletree Industrial Trus
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      Buy or Sell Singapore REITs?
    • NobiNobi
      ·2021-09-06
      Do you think Sea Ltd, Palantir, JD or BABA will be the next Amazon? [疑问]  Comment below [得意] [开心] @Minashime @Minashime@TIGR@Happytrooper@阳光财经@小月亮_Moon@TSLA@NicholasTan@Starbucks@FiveStar
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    • NobiNobi
      ·2021-05-26

      Buy or Sell Sea Limited?

      Image source: Sea LimitedIn its Q1 2021 earnings call, Singapore's largest company by market capitalisation, Sea Limited, reported 147% year-on-year revenue growth. However, $SE missed Wall Street's earnings expectations with a loss of 62 cents per share. The loss is 10 cents more than Q1 2020's reported loss of 52 cents.Shares initially dipped on the report to as low as $204 before closing up more than 11.82% to $228.11. What caused the rebound? Despite missing on EPS, the Internet company has reported a 212% year-on-year increase on Gross Profit and EBITDA of $88.1m (Q1 2020: loss of $69.9m). This shows that the company's investment on growth is showing results.Image source: GarenaSea Limited's game developer and publisher, Garena, contributed significantly to its financial performance.
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      Buy or Sell Sea Limited?
    • NobiNobi
      ·2021-05-18

      Buy or Sell Alibaba?

      Last week, we saw $BABA share price dropped 6.2% after the Chinese e-commerce giant reported its Q4 2021 financial results. In this post, I will share my opinion of Alibaba.Alibaba Group posted an operating loss of 7.7 billion yuan; the first since the Group went public in 2014. The loss came after Alibaba was fined 18.2 billion yuan for engaging in monopolistic business practices. As an investor, I ignore such one-off operating loss when calculating the intrinsic value of a company. I like the fact that Alibaba would have reported a 48% year on year increase in operating income without the fine.On revenue, Alibaba reported 187.4 billion yuan (US$28.6illion) for Q4 2021; up 64% year on year.A quick calculation of Alibaba's intrinsic value shows that the company has a fair value of US$
      1.33万24
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      Buy or Sell Alibaba?
    • NobiNobi
      ·2021-05-01
      Actually, is the company any special if it wasn't Buffet?

      Berkshire Hathaway Q1 Earnings Here!

      May 1 (Reuters) - Berkshire Hathaway Inc :Full report here!* Q1 NET EARNINGS ATTRIBUTABLE TO BERKS
      Berkshire Hathaway Q1 Earnings Here!
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    • NobiNobi
      ·2021-04-03
      I am going to buy one tesla in 3 years time 

      Tesla Q1 2021 Vehicle Production & Deliveries

      PALO ALTO, Calif., April 02, 2021 -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.Forward-Looking Statements Statements herein regarding the timin
      Tesla Q1 2021 Vehicle Production & Deliveries
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