$OCBC Bank(O39.SI)$ Bought 5000 shares yesterday at $21.44. Hope it will hit 21.8. in my opinion, it is the Best performing Singapore bank in 2025 ---------- Actually I sold 2000 shares of DBS at $58.04 to finance this purchase of OCBC. now is at $57.69. Bought 5000 shares of OCBC at 21.36 sold at 21.56. Then bought Back at $21.44 again. Only possible because using tiger broker.each transaction is $100 sgd. Only total of 0.1% commission
A golden tiger clutching a coin stands as a symbol of disciplined strength—power held steady, not spent recklessly. It represents patience, conviction, and the quiet confidence of wealth built over time.
PDD’s Bloodbath Earnings vs. Alibaba’s Steady Climb: Is the Tide Turning in China’s E-Commerce War?
$Alibaba(BABA)$ May 28, 2025 - If you blinked yesterday, you might have missed the carnage. **PDD Holdings (NASDAQ: PDD)**, the parent company of Pinduoduo and Temu, just dropped a financial bomb that sent its stock tumbling **17%** in a single day . Meanwhile, **Alibaba (NYSE: BABA)**, its archrival, has been quietly (well, relatively quietly) meeting expectations and even gaining ground in key areas like cloud and AI. So, what’s really going on here? Is this the moment Alibaba finally reclaims its throne as China’s undisputed e-commerce king? Or is PDD’s bloodbath just a temporary stumble in its relentless rise? --- ## **PDD’s Brutal Quarter: What Went Wrong?** Let’s break down the disaster: 1. **Profit Nosedive** – PDD’s net
$Alibaba(BABA)$ results briefing Q&s session. I did listen to yesterday briefing, super slow and boring and in both languages, which took double the time. I was very interested in what they shared regarding AI adoption and growt. Jan to Mar was slow as it included the CNY period. They are seeing high adoption rate in this quarter already!!! Something that was not reported. Buy! ### Key Takeaways on AI Growth and Seasonal Representation: 1. **AI-Driven Cloud Growth**: AI products are the fastest-growing segment (18% cloud revenue growth), but margins are impacted by infrastructure spending . 2. **Q1 Limitations**: Management cautioned that January-March performance is influenced by post-holiday adjustments and investment cycles, making i