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Mickey082024
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2025-09-02

JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?

$JD.com(JD)$ Singapore’s financial markets could soon welcome a major new entrant in the form of a billion-dollar real estate investment trust (REIT) sponsored by JD Property, the infrastructure arm of Chinese e-commerce titan JD.com. If approved, the offering could debut on the Singapore Exchange (SGX) as early as next year, potentially marking one of the largest listings in the logistics REIT space in recent memory. The deal highlights not only the rising importance of e-commerce logistics but also Singapore’s positioning as a strategic hub for Asian capital and technology-driven supply chains. Backed by logistics parks, modern smart warehouses, and advanced infrastructure, the proposed REIT could attract both institutional and retail investors ea
JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?
TOPPorter Harry: Nice analysis! JD’s direct investment will demonstrate its long-term e-commerce capabilities in Singapore.
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vc888
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2025-09-01
Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.
Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meitu...
TOPAthena Spenser: Competition builds moat. Meituan's future looks bright! Buy now!
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LiverpoolRed
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2025-09-01
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JNCF
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2025-09-01
$Apple(AAPL)$ I feel if proven beyond a reasonable doubt that someone is filing a false rape claim, such actions should be met with much harsher punishment. This will allow actual victims who don't have strong evidence to still present their case without worry.
$Apple(AAPL)$ I feel if proven beyond a reasonable doubt that someone is filing a false rape claim, such actions should be met with much harsher pu...
TOPPorter Harry: Apple’s momentum still looks resilient despite broader volatility.
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Thomas1027
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2025-09-02
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Ah_Meng
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2025-09-02
$CRITICAL METALS CORPORATION(CRML)$ I have posted a brief history of the beginning of last week but sadly, it has not been shared or distributed. If anyone is keen to know how I started my investment journey with this mining firm, please head to my post to view it. If possible, share it so that more people gets to read and understand this company. I think it is fundamentally important for us to understand what we are buying. It could be just technical chart analysis, but it would still be reasonable to know what we are investing into. Of course if it's a day trade, there's no need for it. Rare earth and many critical minerals will only grown in importance with the increase in new high tech applications. AI generates applications such as autonomous
$CRITICAL METALS CORPORATION(CRML)$ I have posted a brief history of the beginning of last week but sadly, it has not been shared or distributed. I...
TOPPorter Harry: Nice analysis! I think CRML is a good company to invest in now.
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Ah_Meng
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2025-09-02
$ProShares Ultra Silver(AGQ)$  Yes, silver futures looks overbought, with RSI going above 80. So is AGQ as seen in its daily chart (secondary chart, not shown here). However, that doesn't mean silver price can't go higher.  Gold is breaking new all time high... silver price is definitely gunning for $50, above its all time high price of $49.51. At least that is its short to middle term target. The next resistance for AGQ is $63, which is reachable in this rally. After that would be into the $70s, as can be seen in the weekly chart below. With Donald Trump destabilising the US Fed and effectively diminishing the trust in USD as a world trade currency, more central banks would move into alternatives such as gold and to a smaller extent, sil
$ProShares Ultra Silver(AGQ)$ Yes, silver futures looks overbought, with RSI going above 80. So is AGQ as seen in its daily chart (secondary chart,...
TOPAthena Spenser: AGQ overbought? Who cares! Silver’s heading to $50!
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Daily_Discussion
·
2025-09-02

🚀Earnings incoming: Is NIO still a buy right now?

Hi,Tigers:💰👉 Want to catch today’s live session? Click here to reserve your spot now!NIO 2025Q2 Earnings Conference CallThe market waters are churning — where are you diving in?🚀 Big play? Hidden gem? Bold bet?Drop your picks below and dominate the leaderboard!Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!✨Tuesday — Singapore StocksSingapore stocks opened higher on Tuesday. STI rose 0.11%; Golden Agri-Res, iFast, First Resources up over 1%; Sembcorp, Mapletree Log Tr, ST Engineering up nearly 1%.
🚀Earnings incoming: Is NIO still a buy right now?
TOPShyon: I’ve been watching NIO $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ closely, and the August delivery numbers are impressive. Delivering 31,305 vehicles with 55% year-on-year growth shows demand for their models is strong, even in a competitive EV market. To me, this proves NIO is scaling steadily rather than just surviving. That said, the stock trading around US$6-7 suggests the market still doubts its profitability. China’s EV landscape is tough, but if NIO sustains delivery momentum and boosts margins through battery tech and smart driving features, the upside could be significant. If I could speak to NIO, I’d say: “Keep executing and proving the doubters wrong.” The growth is clear, and for patient investors, today’s price may look like a bargain in the long run. @Daily_Discussion @Tiger_comments @TigerStars
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Noobnewbie
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2025-09-02
$Rezolve AI(RZLV)$ RZLV is reporting earnings soon and my guess is that it will announce it will raise its earlier goal of $100 million dollars of ARR by year end. Rzlv had previously beat the previous stated goal of $70 million dollars of ARR. Rzlv is included in the Russell 2000 and 3000. I'm looking forward to the earnings report! 
$Rezolve AI(RZLV)$ RZLV is reporting earnings soon and my guess is that it will announce it will raise its earlier goal of $100 million dollars of ...
TOPPorter Harry: Nice! Thanks for sharing this target.
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PeterDiCarlo
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2025-09-02

UNH traders: the bottom is in

$UnitedHealth(UNH)$ traders: the bottom is in. I’m mapping +50% in 6 months. 🚨The monthly BX Trender just closed August with its first higher low in nearly 3 months.At the same time, our Smart Money Zone entry from a couple weeks back bounced perfectly now we’re up about 20% on shares.Next hurdle: $320 point of control. 🛑This is the heaviest traded level of the past 3 years and a massive resistance.Once price clears and holds above it, there’s a volume gap straight to $480.That’s our upside target—$480–$500 within 6 months.I’m still holding 75% of my shares, keeping some cash in case of a pullback to $280.But based on structure, momentum, and volume profile, I believe the bottom is in.Grab it here ⤵️ImageFor whom haven't open CBA can know more from
UNH traders: the bottom is in
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Travis Hoium
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2025-09-02

What If It’s All Undone?

The last eight months on Wall Street have been dominated by the Trump Administration. Like it or not, that’s the reality.Tariffs crashed the market in early April.The delay of tariffs later that month caused a surge in stock prices.Each “deal” seems to be cheered by investors.We had all seemed to come to a kind of understanding. President Trump could talk big about tariffs, countries would offer some meaningless concession, companies like $Apple(AAPL)$ would be exempted, and the TACO trade would continue.Friday threw that balance into turmoil.A federal appeals court ruled most of President Trump’s tariffs illegal. From the BBC:A federal appeals court has ruled that most of Donald Trump's tariffs are an overreach of his use of emergency powers as p
What If It’s All Undone?
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Michael Esther
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2025-09-02

SEPTEMBER is the worse month of the year for SPY

SEPTEMBER is the worse month of the year for $SPDR S&P 500 ETF Trust(SPY)$ . $Broadcom(AVGO)$ and $Lululemon Athletica(LULU)$ earnings this week. Both important for retail spending, chips, inflation and tarrifs.Another 25bp cut on September 17 for FOMC.This entire week is focused on Labour market and its weakening.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
SEPTEMBER is the worse month of the year for SPY
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nerdbull1669
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2025-09-02

Salesforce (CRM) Growth and Profitability Can Co-Exist

$Salesforce.com(CRM)$ is scheduled to report its fiscal Q2 2026 earnings after the market closes on Wednesday, September 3, 2025. Here is an analysis of the upcoming report, including key metrics to watch and potential short-term trading opportunities. Earnings Per Share (EPS): The consensus estimate for non-GAAP EPS is around $2.77, which would represent an 8.2% increase from the prior-year quarter. A significant beat here would be a positive sign, but investors will be more focused on how the company achieves this profitability. Revenue: Analysts expect Q2 revenue to be in the range of $10.11 billion to $10.16 billion. This would mark an approximately 8.7% year-over-year increase. The market will be scrutinizing this figure, as CRM has faced conc
Salesforce (CRM) Growth and Profitability Can Co-Exist
TOPPorter Harry: Thanks for sharing your analysis! I'm waiting to observe the contribution ratio of AI to the business in this financial report.
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1.23K
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nerdbull1669
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2025-09-02

Campbell Soup (CPB) Cost Management and Supply Chain Pressures Key To Better Margins

$Campbell Soup(CPB)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, September 3, 2025, before the market opens. In this article I would like to share my analysis of what to watch for and a look at potential short-term trading opportunities. Earnings Per Share (EPS): The consensus EPS forecast is $0.57, which would represent a year-over-year decline. It is important to compare the reported figure against this consensus. A significant beat could positively surprise the market, while a miss could lead to a negative reaction. Revenue: The forecast for Q4 revenue is approximately $2.33 billion. Investors should look at both the reported net sales and the organic net sales. Organic net sales, which exclude the impact of acquisitions and
Campbell Soup (CPB) Cost Management and Supply Chain Pressures Key To Better Margins
TOPMortimer Arthur: This is a soup company and will always be a soup company in the eyes of the American public for quite a while.
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