To The Moon

u mean dont buy the bubble? cisco took 20 years to come back.

a market built on hope. 😁

$ChinaSunsine(QES.SI)$  

sounds like us becoming China government-like.

you cant buy china cars in US ☠️☠️

$CapLand China T(AU8U.SI)$   WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if

$CapLand China T(AU8U.SI)$  With Capitaland China renting out the land that they failed to rent out last year. Capitaland china is poised to report an increasd for earnings of around 6%. bring the curent DPU yield to more than 10%. based on cureent price of 0.57 SGD. Really a good apportunity to buy in, in my opinions!

$Tesla Motors(TSLA)$  Here's my take on Tesla. First thing to note. Tesla is trading at a PE of 138. And usually this means people are paying for growth. However, growth for Tesla is qeak now. Sentiment on Tesla in Europe is also weak. China citizen seems to be buying their local brands more than tesla according to data. So, the story have flipped. People are paying high valuation for high risk and low growth. It definitely does not make sense to invest at such valuation given the risks that Tesla is facing. As for the robotaxi, it won't be as simple as it sounds and the numbers are not clear enough at all to justify jnvesting in tesla just because you believe in the robotaxi story now.

usually you pay a high valuation for high growth. Now you are paying high valuation for high risk. Makes no sense to knvest in Tesla now.

$CapLand China T(AU8U.SI)$  Improvement in retail occupacy in Q3, has ocupany of 97.9% in Q3 2024. Retail makes up 76.3% of its asset under management. Remaining 23.7% belong to business parks and logistics parks(not the best occupany rate range from 70% to as high as 90%++). However, combining all the different type of assets the average occupancy rate is pretty good. It is yielding 8% dividend at current price. Exposure to China in 2025 to benefit from their stimulus. The price of this REITS is at a major support level based on technical charting.  However, please note that around 34% of leases is ending in 2025 and rental income will depend on the renewal. But overall, it is a buy recom