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InvestToRetire

    • InvestToRetireInvestToRetire
      ·02-23 21:07
      Interesting. With what is mentioned below, around 23% weight loss for Novo drug and 25%For Eli Lilly's drug. Snippet below: In the study, Novo tested a fixed-dose combination of cagrilintide 2.4 milligrams and semaglutide 2.4 mg, while patients on tirzepatide received a 15-milligram dose.

      Novo Nordisk's Obesity Drug Falls Short Against Eli Lilly's in Copenhagen Trial

      Novo Nordisk said on Monday its experimental obesity drug CagriSema did not meet the primary endpoint in a trial designed to show it was non-inferior to competitor Eli Lilly’s Tirzepatide in reducing body weight.
      Novo Nordisk's Obesity Drug Falls Short Against Eli Lilly's in Copenhagen Trial
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    • InvestToRetireInvestToRetire
      ·02-13
      Agree

      Grab's Long-Term Story Remains Intact -- Market Talk

      0916 GMT - Grab's long-term story remains intact, Jefferies analysts say in a note. "One of Grab's key success factors is its hyperlocal execution strategy," to better serve the countries where it operates, they write. Multiple drivers are supporting Grab's target to hit $1.5 billion in adjusted Ebitda terms by 2028, including revenue growth from on-demand services driving margin expansion, declining corporate costs thanks to artificial-intelligence efficiency, and its financial services business expecting to break even by 2H 2026, they write. Taking into account Grab's 2025 earnings, Jefferies retains a buy rating on the stock but trims its target price to $6.70 from $7.00. Key risks to their target price include intensifying competition and macroeconomic factors, they add. Shares last closed at US$4.27.
      Grab's Long-Term Story Remains Intact -- Market Talk
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    • InvestToRetireInvestToRetire
      ·02-13
      $Microsoft(MSFT)$  Fantastic opportunity. Enterprise software is complex and lock-in is difficult to break and difficult to replicate using something like Anthropic's Claude Code.
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    • InvestToRetireInvestToRetire
      ·02-13
      $ServiceNow(NOW)$  ServiceNow does enterprise software not something that can be easily replicated by Claude Code. Enterprise software is complicated. Think enterprise features, scale, security, privacy, audit, client acquisition and acceptance, Integrations with third party software systems, etc. 
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    • InvestToRetireInvestToRetire
      ·02-12
      $Grab Holdings(GRAB)$  Grab has had first full year of net profit. https://www.techinasia.com/news/grab-q4-2025-revenue-rises-19-to-906m
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    • InvestToRetireInvestToRetire
      ·02-12
      Forecast revenue growth at 20% for next 2 years. Good.

      Grab Forecasts Annual Revenue Below Estimates as Platform Momentum Slows

      Grab forecast fiscal 2026 revenue below Wall Street expectations.
      Grab Forecasts Annual Revenue Below Estimates as Platform Momentum Slows
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    • InvestToRetireInvestToRetire
      ·02-10
      $NVIDIA(NVDA)$  Data Center and Jetson powered retail scenario's look good in robots, autonomous vehicles, etc. Good prospects. 
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    • InvestToRetireInvestToRetire
      ·02-09
      Star Trek: "Space, the final frontier ...." . Growth industry in coming years. 

      Premarket Movers | Space Stocks Rally With Virgin Galactic up over 8%; AI Application Software Shares Gain With AppLovin up over 5%, Palantir up over 2%

      Space stocks rallied in overnight trading with Virgin Galactic up over 8%; Sidus Space up over 5%; Intuitive Machines up over 3%; Rocket Lab, Redwire, DXYZ up over 2%.AI application software stocks rose in overnight trading. AppLovin up over 5%; Unity, Palantir up over 2%.
      Premarket Movers | Space Stocks Rally With Virgin Galactic up over 8%; AI Application Software Shares Gain With AppLovin up over 5%, Palantir up over 2%
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    • InvestToRetireInvestToRetire
      ·02-02
      CY6U has so far always delivered good DPU with a fantastic PE. Just my personal thinking on this stock.

      CapitaLand India Trust's DPU Up 22% in H2 2025

      CapitaLand India Trust's distribution per unit or DPU jumped 22% to SG$0.039 in H2, 2025 from SG$0.032 a year earlier, according to a Monday filing with the Singapore Exchange.Income available for distribution rose 25% to SG$53.3 million from SG$42.6 million a year ago.Net property income was up 9% to SG$111.3 million from SG$102.1 million a year earlier.Total property income increased by 2% year over year to SG$145.1 million from SG$141.8 million.The trust reported a committed portfolio occupancy of 91% in 2025, backed by strong rental reversions of 21%.
      CapitaLand India Trust's DPU Up 22% in H2 2025
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    • InvestToRetireInvestToRetire
      ·01-31
      Great. Any approval is good.

      China Conditionally Approves DeepSeek To Buy Nvidia's H200 Chips  - Sources

      SINGAPORE, Jan 30 (Reuters) - China has given its top AI startup DeepSeek approval to buy Nvidia's NVDA.O H200 artificial intelligence chips with regulatory conditions that are still being finalised,...
      China Conditionally Approves DeepSeek To Buy Nvidia's H200 Chips  - Sources
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