BABA: Yet Risk-Reward Looks Balanced; Maintain HOLD and $180 PT
BABA- F2Q26 Preview: Early Signs of Quick Commerce Payoff, Yet Risk-Reward Looks Balanced; Maintain HOLD and $180 PT Tiger Research team are maintaining HOLD rating and $180 price target as they fine-tune their estimates ahead of F2Q earnings.Below are some highlights of their report.While our F2Q revenue estimate is modestly reduced, we are cutting our EBITDA forecast by more than half, as losses from quick commerce more than doubled in the September quarter due to seasonality and BABA’s continued push to expand market share. We estimate quick commerce losses reached RMB 35–40 billion in the September quarter, up sharply from the low-teen billions in the June quarter, reflecting both a full-quarter impact and strong seasonal demand.On a positive note, investments in quick commerce ar
Since last week, we’ve entered the intensive S-REITs earnings season. With so many REITs listed on SGX, it’s dizzying — how do you pick your REIT?By dividend yield ranking? $Asian Pay Tv Tr(S7OU.SI)$$Sasseur Reit(CRPU.SI)$$IREIT Global SGD(UD1U.SI)$$EliteUKREIT GBP(MXNU.SI)$$First Reit(AW9U.SI)$ By sector?Across SGX’s 41 REITs, the average dividend yield stands at 6.9%.Yield 6%–7%: Hospitality > Diversified > Industrial > Retail; Yield 4.9%–6%: Office > Healthcare; Specialized REITs (2 data center REITs) are the lowest, at only 4.3%.Today,
Top Movers | FI Lost 30% on Guidance Cut! STX Surging: Key Earnings Surprises?
1. $Seagate Technology PLC(STX)$ Jump 5.92%Revenue: $2.63 billion vs. $2.55 billion expected (+21.3% YoY, +3% beat)EPS: $2.61 vs. $2.40 expected (+8.8% beat)Outlook: Seagate sees Q2 2026 EPS of $2.55-$2.95 versus the analyst consensus of $2.67, Q2 2026 revenue of $2.60B-$2.80B versus the analyst consensus of $2.67B.The company's growth was fueled by increased demand in the data storage sector, particularly for hard drives and SSDs. The positive outlook and continued growth potential were key factors driving investor confidence.“Seagate delivered strong September quarter results, with revenue growth of 21% year-over-year and non-GAAP EPS exceeding the high end of our guided range,” said Dave Mosley, Seagate’s chair and chief executive officer. “Our
$Amazon.com(AMZN)$ one of my better performing stocks. Have been accumulating Amazon since 2021. There is high potential growth of the businesses of the e-commerce giant due to the cloud and AI businesses. Looking forward to higher gains.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Traded TSLL using Cash Boost Account (CBA) @Tiger_CashBoostAccount @TigerStars @Tiger_Contra 💡Trade Idea: Entered my TSLL positions at avg of $20.94 (when TSLA trading around $445-$446), anticipating that TSLA will break out of the channel at $450-$456. After the break out, shaved off some TSLL positions when it hits my price target of $21.94 (TSLA price level around $459~) yesterday to secure some profit, leaving this last set of 500 T
What a pleasant surprise this morning! 🤗 Looks like Christmas came early! 🥰🚀🚀🚀 Congrsts to all diamond hands! $NVIDIA(NVDA)$ $NVDA 20260116 150.0 CALL$ 1000% soon? 😜
$SoFi Technologies Inc.(SOFI)$ I'm thrilled to see SoFi absolutely crushing it this quarter! The numbers speak for themselves—$961M in revenue, up 38% year-over-year, and EPS at $0.11 blowing past the $0.08 estimate. Adding 905K new members to hit 12.6M total is a testament to their unstoppable growth trajectory. This isn't just a win; it's a breakout moment that validates everything I've believed in as a long-term investor. The pre-market pop to near $31, breaking above the $30.30 buy point, has me grinning ear to ear. That 3% jump is pure momentum, and with the stock setting up for a potential new record high, it's clear the market is finally waking up to SoFi's dominance in fintech. I've been holding throug