SG Talk

I was just looking at some of it.
and it is like digging for gold in a mine that can collapse
If you make it out alive you are rich but you can also die.

Let's start with the first stock Didi.(price US$1.60)

Didi has 700M customers many times more than Grab and Uber but the total market cap is US$7B uber is $44B that is a factor of 6 times difference. Of course the risk is high as Chinese govt is going after Didi and it may be forced to close etc but as a business we are buying at at massive discount.
The valuation is so far off it is worth taking a shot.

The other example is Weibo(US$21.56).. The company has a good free cash flow and 523M million users even if we set growth to zero and account for a recession. The current valuation is very attractive.

(20-05-2022, 11:19 AM)sgbuffett Wrote: [ -> ]I was just looking at some of it.
and it is like digging for gold in a mine that can collapse
If you make it out alive you are rich but you can also die.

Let's start with the first stock Didi.

Didi has 700M customers many times more than Grab and Uber but the total market cap is US$7B user is $44B that is a factor of 6 times difference. Of course the risk is high as Chinese govt is going after Didi and it may be forced to close etc but as a business we are buying at at massive discount.
The valuation is so far off it is worth taking a shot.

The other example is Weibo. The company has a good free cash flow and 523M million users even if we set growth to zero and account for a recession. The current valuation is very attractive.

there are no big PRIVATE firms in China.................all BIG ONES are fronts for the Commies................so whatever figures they put out are just fantasy figures............

(20-05-2022, 11:22 AM)Napoleon Porlumpar Wrote: [ -> ]there are no big PRIVATE firms in China.................all BIG ONES are fronts for the Commies................so whatever figures they put out are just fantasy figures............

I think u should stop yr rubbish assumptions.

If you dont know, just keep quiet.

I don't so think in depth.

I always say no matter what happen in future whatever even come WW3

USA and China STILL The super nation in this world.

aiya if not risky many would go in to dig already, where got chance for you?

Big countries n big businesses r meant for big fishes.
Small shrimps like us r small fry hit run casino playets

(20-05-2022, 11:19 AM)sgbuffett Wrote: [ -> ]I was just looking at some of it.
and it is like digging for gold in a mine that can collapse
If you make it out alive you are rich but you can also die.

Let's start with the first stock Didi.(price US$1.60)

Didi has 700M customers many times more than Grab and Uber but the total market cap is US$7B uber is $44B that is a factor of 6 times difference. Of course the risk is high as Chinese govt is going after Didi and it may be forced to close etc but as a business we are buying at at massive discount.
The valuation is so far off it is worth taking a shot.

The other example is Weibo(US$21.56).. The company has a good free cash flow and 523M million users even if we set growth to zero and account for a recession. The current valuation is very attractive.

Didi is up by 50% since  I wrote about it.


If you are willing to go through the delisting then want for it to be relisted on HKSE I believe there is more gains jnnthe works

Weibo I took a closer look at the results. The stock isnhihhoy undervalued and has potential for good gains.

These 2 are just examples there are quite a few I found.

(20-05-2022, 11:25 AM)Niubee Wrote: [ -> ]I think u should stop yr rubbish assumptions.

If you dont know, just keep quiet.

You stupid as a cow still can ask me to keep quiet