To The Moon

Institutional coverage just initiated a 'BUY' rating. Watch the video breakdown to see why: ✅ RM 9.8M Net Cash (Fortress balance sheet) ✅ ZERO Dilution (Funding their own ESG SaaS & China expansion) ✅ High-Margin Tech (~26x Forward P/E) 👇 Read the full institutional report via the official SGX portal: https://www.sgx.com/research-education/analyst-research?value=Lms&category=26 @LMS SGX 

$AJJ Medtech(584.SI)$   One chart on AJJ Medtech (SGX: 584). Morningstar’s quantitative model currently shows 4-Star, ~32% undervaluation, 75% 3Y revenue growth, and a Small Growth classification. For a micro-cap name, the key point is that AJJ is starting to show up on the market’s small-growth medtech radar. @Tiger_SG @新加坡交易所集团 @Daily_Discussion 

That's Why $黄金ETF-SPDR(GLD)$   $标普500ETF(SPY)$   $纳指100ETF(QQQ)$  

$阿里巴巴-W(09988)$   $阿里巴巴(BABA)$   E-commerce is still soft, but cloud is clearly accelerating. Cloud +36%, profits -57%.

$扬子江船业(BS6.SI)$   Shipbuilding is quietly entering another cycle. Yangzijiang now has an order backlog of US$22.4bn, with shipyards fully booked until 2029. The order mix is also changing. About 80% of the orderbook now comes from clean-energy vessels such as LNG and dual-fuel ships. The investment story is quite simple: visibility of earnings + 5–6% dividend yield. Among SGX industrial companies, few have this level of order visibility.

$蔚来(NIO)$  $蔚来-SW(09866)$  $蔚来(NIO.SI)$   the profit was mainly driven by lower expenses, not a structural improvement in demand.

$携程网(TCOM)$   Trip.com’s latest numbers don’t show a slowdown. Revenue grew over 20%, with double-digit growth across hotels and tickets. International revenue is still up more than 60%.

$赛富时(CRM)$   The quarter was largely inline. Growth is still around 10%, and SaaS multiples remain compressed. The interesting part is AgentForce. ARR is up nearly 170%, with expansion mostly from existing customers.

$贝壳(BEKE)$   If you want a read on housing activity, watch Ke Holdings. Transactions look more stable, but not rebounding.

$亚马逊(AMZN)$   This quarter wasn’t about retail. AWS growth re-accelerated above 23%, with backlog rising alongside it. Retail supports margins, but AWS is driving growth again.