This article was written and first appeared on Fundflicks – Warner Bros Discovery (fundflicks.net) If you have not familiarized yourself with Warner Bros. Discovery Inc. (Nasdaq: WBD), maybe you might be interested to find out more after reading this article. Subscription videos on demand and streaming have been prevalent over the last decade and consumers…
Category: Stock Analysis
Hongkong Land Holdings Limited (SGX: H78): Too Cheap to Ignore
This article was written and first appeared on Fundflicks – Hongkong Land Holdings Limited (SGX: H78): Too Cheap to Ignore (fundflicks.net) The ongoing saga surrounding China’s largest private property developer – Country Garden Holdings, who failed to pay coupons on the bonds due 6 August 2023, has exacerbated the fear on the property cashflow situation…
Sequoia Capital China Buys Discounted Stake in Xiaohongshu
Sequoia Capital China recently acquired a stake in Chinese social e-commerce app Xiaohongshu at a discount to the company’s most recent equity financing valuation at $14 billion, which was a 30% haircut from the company’s $20 billion valuation in late 2021. You might be familiar with this house name because it is the Chinese version…
Tweaking Regulatory Gearing Limit for S-REITs
Yesterday, there was an article which I read that caught my attention immediately. The title itself was self-provoking as “tweaking” regulatory limits for S-REITs gearing probably warrants a deeper discussion on the topic itself. This news is not surprising and has been in consideration for many years, but it shows up and revolves around when…
Arm Holdings Limited (“Arm”) – IPO Review
Arm Holdings Limited (“Arm”) has on the 21st of Aug 2023, announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of American depositary shares (“ADS”) representing its ordinary shares. This will represent one of the biggest initial…
Alibaba Group Holding (NYSE: BABA) Reported Solid Quarter Results That Beat Estimates. New Valuation Intrinsic Value
Alibaba Group Holding (NYSE: BABA) just reported earnings for the quarter ended 30 June 2023. Let us take a look at its reported financial results in a nutshell: Overall, as we expected, financial results turn out better as compared to the previous year as the company continues to reorganize and prioritise core businesses. From each…
Thoughts on Manulife Reits (MUST) – Decline in Valuations Resulting in Breach of Financial Covenants
Manulife Reits announced an important announcement this afternoon which was important yet dreaded by all unitholders of the company. Unfortunately, this announcement was somewhat expected to come at some stage given how the office market continues to decline at today’s rate, so they just have to bite the bullet for it. In any case, here…
Threads or Threats? What Can This Latest Social Networking App Brings to the Table for Meta Platforms?
Earlier this week, Mark Zuckerberg announced the initial version of Threads, an app built by Instagram for sharing and networking with text. Most people would be familiar with how Instagram works where billions of people around the world connect with photos and videos, so the vision with Threads is an expansion of the ecosystem to…
Naspers and Prosus – Largest Shareholder of Tencent Holdings, Finally Announce Plans to Exit Crossholding
Tencent Holdings have been under a tremendous selling pressure over the last couple of months after its largest shareholder, Prosus NV announced mid-2022 that it was going to pare back a good amount of its holdings in the Chinese tech shares to fund its own company share buyback. Even though these trades have come in…
Sea Ltd (NYSE: SE): 1-PLY Toilet Paper Valuation for Q1 FY2023
Sea Ltd made a few sensational headlines recently with its drastic cost cutting measures which puts the company back into profitability from last quarter. We are not just talking about headcount hiring freeze or salary increment pause. We are also hearing news from inside that they were removing all benefits which were provided previously to…