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nhwee
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2025-05-06
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jethro
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2025-05-07
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1.67K
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Tony Boon
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2025-05-07
UOB is earning billions every quarter and giving so good dividend. Dividend is so much better than most counters in STI. Yet share price drops amind the lofty expectations from analyst. Those analyst need to take into account this when putting up target price. Please moderate your expectations in comparison to other similar banks in the world too. Do other banks give such good dividend and returns to shareholders ? Do other banks buy back and cancel common shares regularly like UOB or DBS ? Thank You. 

Singapore's UOB Drops 2025 Guidance Due to US Tariffs, Posts Stable Q1 Net Profit

SINGAPORE, May 7 - Singapore's United Overseas Bank reported on Wednesday S$1.49 billion in net profit for the first quarter, flat from a year earlier, due to factors including record fee income and robust loan growth.UOB, Southeast Asia's third-largest bank by assets, said net fee income rose 20% boosted by strong growth in loan-related and wealth activities, but non-interest income eased from lower trading and investment income.The first quarter net profit was however slightly below the mean
Singapore's UOB Drops 2025 Guidance Due to US Tariffs, Posts Stable Q1 Net Profit
UOB is earning billions every quarter and giving so good dividend. Dividend is so much better than most counters in STI. Yet share price drops amin...
TOPNoraPoe: You raise a valid point about UOB's solid dividends.
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1.90K
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1v4n
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2025-05-06
$BRIGHT SMART(01428)$  A financial holding company (FHC) is a type of bank holding company that meets specific regulatory requirements, allowing it to engage in a broader range of financial activities beyond traditional banking. These activities can include securities dealing, insurance underwriting, and merchant banking. To qualify as an FHC, a company must ensure that all its depository institutions are well-capitalized and well-managed, and it must file a declaration to become an FHC with the appropriate regulatory authority .  Ant Group, the financial technology affiliate of Alibaba Group, has been restructuring its operations to align with regulatory expectations, including applying for a financial holding company license in China. Thi
$BRIGHT SMART(01428)$ A financial holding company (FHC) is a type of bank holding company that meets specific regulatory requirements, allowing it ...
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1.41K
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Notting
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2025-05-06
If Palantir’s P/E were to align with its guidance and a more reasonable valuation, a PEG of 1.5–2.0 is appropriate given its growth profile. This suggests a forward P/E range of 60–80. Alternatively, reverting to its historical average of 98 could also be justified, though it’s on the higher end. A P/E of 189 is significantly above what the guidance and growth projections support, indicating the market has priced in overly optimistic expectations or speculative fervor. Thus, a P/E of 60–80 would better align with Palantir’s 2025 guidance and market norms for high-growth tech firms. If you want a single figure, 70 splits the difference and reflects a PEG of ~1.75, balancing growth and valuation discipline.

Why Palantir’s Stock Is Falling Even Though Its Earnings Were "on Fire"

The software company’s upbeat results were already priced into the stock, and growth could slow from herePalantir’s first-quarter earnings came in solid, but the stock is still falling.Palantir Techno
Why Palantir’s Stock Is Falling Even Though Its Earnings Were "on Fire"
If Palantir’s P/E were to align with its guidance and a more reasonable valuation, a PEG of 1.5–2.0 is appropriate given its growth profile. This s...
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1.37K
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Barcode
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2025-05-05
$Palantir Technologies Inc.(PLTR)$ $Hims & Hers Health Inc.(HIMS)$ ⚔️🤖💊 Palantir vs Hims. AI vs Healthcare. Which One Really Delivers? 💊🤖⚔️ In one corner we have $PLTR, the government backed AI titan with a cult following. In the other, $HIMS, the DTC health disruptor with explosive growth and a short interest fuse ready to blow. But let’s talk facts, not fandoms. 📈 Stock Performance (5Y): $PLTR up +1126% $HIMS up +290% That’s knockout territory for Palantir, but the deeper metrics tell a more surprising story. 🧠 Revenue Growth: $HIMS delivered stronger YoY expansion through 2022 and 2023. The curve is flattening now, but it still leads $PLTR in momentum. Advantage: HIMS 💸 Free Cash Flow Growth: In 20
$Palantir Technologies Inc.(PLTR)$ $Hims & Hers Health Inc.(HIMS)$ ⚔️🤖💊 Palantir vs Hims. AI vs Healthcare. Which One Really Delivers? 💊🤖⚔️ In one co...
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Mkoh
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2025-05-06
Warren Buffett’s announcement to step down as CEO of Berkshire Hathaway at the end of 2025, with Greg Abel as his successor, has sparked a sharp market reaction, with Berkshire’s stock dropping as much as 7% on Monday, May 5, 2025. This dip, coupled with Buffett’s legendary status, raises the question of whether it’s time to buy or sell Berkshire Hathaway shares Reasons to Buy the Dip Buffett’s Continued Involvement: Buffett will remain Chairman of the Board, suggesting he’ll still influence major capital allocation decisions. His pledge to retain all his shares—“I have no intention – zero – of selling one share of Berkshire Hathaway”—signals confidence in the company’s future under Abel’s leadership. Strong Fundamentals: Berkshire Hathaway is a diversified conglomerate with over 60 busine
Warren Buffett’s announcement to step down as CEO of Berkshire Hathaway at the end of 2025, with Greg Abel as his successor, has sparked a sharp ma...
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5.49K
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Zash
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2025-05-07
$Palantir Technologies Inc.(PLTR)$   This is from research. Please do your own research. Analysts have expressed caution regarding Palantir's stock. For instance, Mizuho analyst Matthew Broome downgraded Palantir's stock from "neutral" to "underperform," citing its increasingly difficult-to-justify valuation and limited visibility into its business Similarly, Jefferies analyst Brent Thill warned that the stock's "unsustainable multiple" makes it a risky investment at current levels Conclusion: While Palantir has demonstrated strong financial performance, the combination of high valuation metrics, potential government budget cuts, and insider selling has led to increased investor skepticism. The recent 13% drop in its stock price reflects
$Palantir Technologies Inc.(PLTR)$ This is from research. Please do your own research. Analysts have expressed caution regarding Palantir's stock. ...
TOPValerie Archibald: A Revolutionary Software Company with the most Forward Thinking Genius of a CEO, over 5 Billion in cash, No debt to speak of and Market Dominance a decade ahead of the competition.
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SPOT_ON
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2025-05-07

CHINA LATEST MASSIVE STIMULUS AND RATE CUTS

$CapLand China T(AU8U.SI)$   $CityDev(C09.SI)$   $BYD COMPANY(01211)$   $BABA-W(09988)$   $TENCENT(00700)$   Beijing cuts RRR and policy rates as US tariff war hits China’s major financial regulators have announced more measures to shore up the economy and markets as the trade war's impact ramps up Officials have announced a whole basket of new policies just now, which we will feed through gradually in the coming moments. The first of these from China’s central bank incl
CHINA LATEST MASSIVE STIMULUS AND RATE CUTS
TOPSPOT_ON: China to cut key rates by 10 points, bank reserve requirement by 50 points in bid to boost economy BUY CAPITALAND CHINA TRUST !!!
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5.21K
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Feijoa8025
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2025-05-07
$Baidu(BIDU)$ I should have reduce the holding for $Baidu(BIDU)$ when I got the chance to do so. feel uncertainly holding some of the ADR stocks given the tension between US and China. Not sure what others think, perhaps time like this is just a waiting game?? 
$Baidu(BIDU)$ I should have reduce the holding for $Baidu(BIDU)$ when I got the chance to do so. feel uncertainly holding some of the ADR stocks gi...
TOPMortimer Arthur: Bidu always seems to underperform compared to its peers
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2.46K
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Jontrade
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2025-05-07
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3.68K
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Maran08
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2025-05-07
$Keppel DC Reit(AJBU.SI)$ A long term holding and safe bet for the next few years
$Keppel DC Reit(AJBU.SI)$ A long term holding and safe bet for the next few years
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4.28K
Selection
Daily_Discussion
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2025-05-07

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