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These look expensive at a time when Trump is going to go country by country "are you my friend or else"? If there was no euro they would all be prob trading at 5-10% yield. In other news, France now cheaper than Spain and 130bps from Greek bonds. I've no idea abt macro anyway.
Saylor on fire 😂 With that look you can put this man in an oil&gas conference, sunday church, crypto podcast, pattaya beach, and fits very well in all. Great efficient design by whoever created the simulation.
Added some more lets go. Up to #4 between meituan and xiaomi Never heard this management more relaxed, to the question of "whats the buyback strategy" the answer was "at 5x fwd PE we are cheap it seems to us". Is that a forecast?? Good God. Financials are always dangerous. Pray.
QFIN good, EPS +70%. Digital loan sharks can't stop making money. Improving cost metrics, risk metrics, 14% reduction in shares since Jun23. And >50% of NI comes now from facilitation non-recourse. So not sure why that part of NI must carry a bank multiple. Current 6.5x LTM PE.
Aha now we know where my BABA ebita went this quarter: ZTO express delivery CEO "Our retail volume increased by over 40% year over year for the quarter as we systematically improved cooperations with various ecommerce platforms for REVERSE logistics and REMOTE area delivery."
HSMI HSSI are truly full of children
Arrgggggghh Analysisparalysis Too late now Is it too late? What if? Argggh gddmitt You know what? Im happy for you. Fine. No. Not fine.
Cool
FIFA dropped the most based World Cup qualifier poster! Bringing together Journey to the West's Sun Wukong and Dragon Ball's Son Goku on an official China vs Japan poster.
Spain joins Italy in forecasting that olive oil is healthy for you.
The official newspaper of China Communist party praising Tesla in an opinion article (with a "remember what I did for you bro" feel). No question Tesla competition on the ground helped, and forced, local high end EV brands to step up the game.(not in europe yet, clearly).
Arrgggggghh Analysisparalysis Too late now Is it too late? What if? Argggh gddmitt You know what? Im happy for you. Fine. No. Not fine.
Your hotness is my opportunity
Nvidia's data center Blackwell GPUs reportedly overheat, require rack redesigns and cause delays for customers trib.al/uAh0STH
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