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Librarian Capital
"HSBC hit by sixfold surge in Hong Kong property loan defaults" (HSBC)
"The $3.2bn in “credit impaired” loans made up 9% of HSBC’s total Hong Kong CRE lending"
On the other hand, all the numbers were known from Q2 results on 31-Jul, and $HSBA TBV is $153bn https://t.co/ZBPgHAKOZ7
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"HSBC hit by sixfold surge in Hong Kong property loan defaults" (HSBC)
"The $3.2bn in “credit impaired” loans made up 9% of HSBC’s total Hong Kong CRE lending"
On the other hand, all the numbers were known from Q2 results on 31-Jul, and $HSBA TBV is $153bn https://t.co/ZBPgHAKOZ7
HSBC hit by sixfold surge in Hong Kong property loan defaults https://t.co/SgJoFltUFM tweet
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Stock Analysis Compilation
Azagala Capital on Nekkar $NKR NO
Nekkar’s significant growth, cash-rich position, and strategic acquisitions like Globetech offer an opportunity for 15% annual returns with major upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/iUinDFLv3h
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Azagala Capital on Nekkar $NKR NO
Nekkar’s significant growth, cash-rich position, and strategic acquisitions like Globetech offer an opportunity for 15% annual returns with major upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/iUinDFLv3h
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Stock Analysis Compilation
Montaka on LVMH $MC FP
LVMH’s portfolio of monopoly-like brands, high-end clientele, and structural growth in luxury markets offer strong long-term upside, especially with current conservative market valuations
(Extract from their Q2 letter)
https://t.co/9WO31xtMKt https://t.co/28wWDM6ytc
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Montaka on LVMH $MC FP
LVMH’s portfolio of monopoly-like brands, high-end clientele, and structural growth in luxury markets offer strong long-term upside, especially with current conservative market valuations
(Extract from their Q2 letter)
https://t.co/9WO31xtMKt https://t.co/28wWDM6ytc
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App Economy Insights
📊 This Week in Visuals:
🚚 FedEx $FDX
🍪 General Mills $GIS
🧑🍳 Darden $DRI
https://t.co/tSywfZR1H0
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📊 This Week in Visuals:
🚚 FedEx $FDX
🍪 General Mills $GIS
🧑🍳 Darden $DRI
https://t.co/tSywfZR1H0
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Librarian Capital
"By far the best book on investing ever written", according to Warren Buffett; and certainly by far the best book for someone starting to invest
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"By far the best book on investing ever written", according to Warren Buffett; and certainly by far the best book for someone starting to invest
One month to B Day!
On October 22, the newly revised edition of Benjamin Graham's masterpiece will publish. His original text is intact, with all-new commentaries putting each chapter in context for today's investors. https://t.co/oKzzLfnICE tweet
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Investing visuals
Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space, leading the charge in creative and digital solutions.
Here’s a quick snapshot of the company👇🔍 https://t.co/6dhnHomIAG
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Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space, leading the charge in creative and digital solutions.
Here’s a quick snapshot of the company👇🔍 https://t.co/6dhnHomIAG
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Librarian Capital
"Fed’s high-rates era handed $1tn windfall to US banks" (FT)
This is subjective. Taking $JPM ROTCE as example, 2021 was all-time record and this was before hikes
ROTCE ex. one-offs:
2021: 23% reported, 18.5% ex. reserve releases
2023: 21% reported, 19% ex. First Republic gains https://t.co/pGe2QGlfB0
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"Fed’s high-rates era handed $1tn windfall to US banks" (FT)
This is subjective. Taking $JPM ROTCE as example, 2021 was all-time record and this was before hikes
ROTCE ex. one-offs:
2021: 23% reported, 18.5% ex. reserve releases
2023: 21% reported, 19% ex. First Republic gains https://t.co/pGe2QGlfB0
Fed’s high-rates era handed $1tn windfall to US banks https://t.co/n5f8B9oeML tweet
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Stock Analysis Compilation
Saltlight Capital on Brookfield $BN US
Brookfield is positioning itself as a key player in the critical global energy expansion needed for AI and net-zero goals, presenting a powerful long-term investment opportunity
(Extract from their Q2 letter) https://t.co/lZjWHhJlDk
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Saltlight Capital on Brookfield $BN US
Brookfield is positioning itself as a key player in the critical global energy expansion needed for AI and net-zero goals, presenting a powerful long-term investment opportunity
(Extract from their Q2 letter) https://t.co/lZjWHhJlDk
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Librarian Capital
"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf
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"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf
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Stock Analysis Compilation
Azagala Capital on Westaim Corp $WED CN
With strong cash reserves and undervalued assets like Arena, Westaim offers a low-risk investment with significant upside potential over the next two years
(Extract from their Q2 letter) https://t.co/7S5jhOBjeB
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Azagala Capital on Westaim Corp $WED CN
With strong cash reserves and undervalued assets like Arena, Westaim offers a low-risk investment with significant upside potential over the next two years
(Extract from their Q2 letter) https://t.co/7S5jhOBjeB
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