Fattycat

Fattycat2 hours ago

Featured

$XIAOMI-W(01810.HK)

🇪🇺🚗 CHIBA BOOM! Xiaomi Auto Is Coming to Europe - 2027 CONFIRMED!

Big news from IFA Berlin!

Xiaomi Auto is officially heading to Europe in 2027 and they are already building the network! 🎉

🤝 First Major Step Signed:

Xiaomi has signed MoUs with 8 leading German automotive dealer groups, including Emil Frey Germany and LUEG Mobility.

Xiaomi is targeting to create a premium sales & service network across the continent! 🏁

🚀 Ready to Expand:

• 700,000+ vehicles have already delivered in China 📈 ( Next market coming )

• European R&D center established in Munich 🇩🇪

• Bringing in Xiaomi full “Human × Car × Home” smart ecosystem to European roads 🏡⚡

Source: XiaoMi official website

Xiaomi Auto Enters European Market in 2027: Signs MoU with First Batch of Leading German Automotive Dealer Groups at IFA Berlin- 03/09/2026

Not financial advice. Do your own DD☺️.

XIAOMI-W

HK01810

Fattycat12 hours ago

$BYD COMPANY(01211.HK)

BYD (1211.HK): Short-Term Pain or Global Pivot in Progress?

As a BYD shareholder, I admit that I am worrying to see the share price drift lower day after day. 😟

Is BYD falling because China’s market is saturated ……or it is building a solid base before its next global leg higher?

Here’s the full 1H 2026 breakdown:

🔷 Fundamentals - Price War Pressure and its Overseas Strength

• Revenue -7.13% YoY to RMB 344.82B; Net Profit -20.54% YoY to RMB 12.33B, hit hard by fierce domestic price wars

• Overseas revenue crossed 52.57% of total for the first time! Gross margin overseas: 21.71% vs domestic 15.67%. Exports +67.8% YoY → 792,000 units 🌍

• R&D investment: RMB 28.9B, reinvesting heavily in next-gen Blade Battery and charging infrastructure 🔋

🔷 Technicals - Are Institutions Buying the Dip?

• Daily Delta Volume +11.87%, more buying than selling, signaling institutional accumulation ☺️

• Immediate support: HK$81.93

• Resistance: HK$90.11 (20-week SMA), then HK$95.00–97.50

Overseas growth is now BYD’s margin shield as China nears peak saturation.

Are you accumulating at these support levels, or waiting for a breakout above resistance? 👇

I am confident with my holding and ride the green dragon to global frontiers 🐉.

BYD COMPANY

HK01211

Trade Showcase: Trade, Show & Earn Rewards!

Fattycat22 hours ago

Featured

$Broadcom(AVGO.US)

🚨 Broadcom (AVGO): Great Quarter But Valuation Is the Real Question!

Broadcom delivered a strong beat. US$29.59B revenue, US$3.32 non-GAAP EPS and lifted its FY26 AI revenue guidance to US$58B. 📈

But there were caveats: Q4 revenue guidance ~US$34.8B (just below US$35B consensus) and gross margin expected to dip to ~73%.

That triggered volatility in after-hours trading. ⚡

📊 Valuation vs Peers ( It Depends on the Metric) :

• Forward P/E: GAAP ~40x, non-GAAP ~31x → Nvidia ~23x, AMD ~80x

• Growth-Adjusted P/S: AVGO 24.7x → Nvidia 14.7x, AMD 31.4x, Marvell 32.0x

In short: Cheaper than AMD & Marvell but pricier than Nvidia. 📉

🔮 The Big Picture: The bull case hinges on AI revenue scaling from US$58B → US$115B → US$230B across FY26–FY28.

At current share price of US$362 , are you paying a fair price for that future growth, or is it already priced in? 🤔

📊 Full breakdown in the infographic — side-by-side comparison, valuation path and key risks!

Opportunity or still too expensive? What’s your take? 👇

Broadcom

USAVGO

Broadcom Beats Big, But Guidance Disappoints

Fattycat22 hours ago

Part 2:

And that, the yield on the 10-year U.S. Treasury note has reached a three-year high and is hovering near the 5% level now.

Further to that, small to big “little action”, The Dutch central bank has shifted a “SIGNIFICANT” portion of its gold reserves out of the U.S. and Canada to London, citing growing geopolitical instability.

This move is part of a broader trend across Europe. France, which repatriated all its gold held at the New York Fed between July 2025 and January 2026. 📦🌍

Anything for us to deep dive further to the above news beside corporate news?

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

Fattycat22 hours ago

Part 1 :

STI index may be performing exceptionally good now but do aware the following news that may concern you as investor. Market can surprise everyone when institutions investors decided to pullback their investment funds anytime. I seen that many times.

According to today’s headline in The Straits Times, the bond sell-off is deepening as concerns over inflation and oil prices continue to grow. Is it a warning sign to stock market investors?

To continue….

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

Fattycat1 day ago, 01:52 AM

Featured

$Gold.com(GOLD.US)

Gold (XAUUSD) Rebounds +1,060 Pips After Selling Pressure! 🚀

Gold staged a strong overnight recovery, rallying over 1,060 pips (+$105/oz) off its yesterday $4,282 low to trade back closed near $4,388!

🔷 Technical Snapshot

1️⃣ Support Hold: Buyers stepped in near the lower Bollinger Band ($4,241–$4,282 zone).

2️⃣ RSI Normalizing: Daily RSI bounced back to 51.28, easing short-term oversold conditions.

3️⃣ Resistance Target: The 20-day SMA around $4,450–$4,458 stands as the next key overhead level.

🔷 Fundamental Driver:

This short-covering bounce follows heavy selling sparked by hawkish Fed rate hike expectations.

Traders are now recalibrating positions ahead of crucial US labor market data (NFP), tomorrow.

Is this the start of a trend reversal or just a temporary relief bounce? 💬👇

Not financial advice. Please do your own DD. Trade with care.🫡

Gold.com

USGOLD

Fattycat1 day ago, 11:15 AM

$Gold.com(GOLD.US)

🪙📉 Gold Deep Dive: Buy Now, or Wait?

Gold has tumbled from the mid-$4,600s. It is around $4,307 now.

Let’s deep dive into 4H chart and the fundamentals:

📊 Technical View (4H Chart)

• Price broke well below the 20 SMA ($4,415) and is testing the lower Bollinger Band near $4,246

• 14-period RSI = 25.83. It is in deep oversold territory. Downside is stretched, so a short-term bounce could happen anytime ✨

🏛️ What’s Moving Gold Now

• Markets price a 35%–60% chance of a Fed rate hike in September.

Higher rates weigh heavily on non-yielding gold😔

• NFP = THE big catalyst this Friday: strong jobs → USD up → gold down; weak jobs → gold could rebound sharply

💡 3 Ways to Play It

• Buy now (pre-NFP): High risk — but catches the oversold bounce early

• Wait for NFP result: Medium risk — confirm support around $4,300 first

• Wait post-Fed: Lowest risk — trade the confirmed trend, don’t catch a falling knife

What’s your move before NFP? Let me know! 👇

Not financial advice. Personal view. Please do your DD.

Gold.com

USGOLD

Fattycat1 day ago, 05:48 AM

$Keppel DC Reit(AJBU.SG)

🚀 Keppel DC REIT Goes Big in Tokyo - What It Means for Unitholders!

Huge move in the data centre space!

Keppel DC REIT is buying an 88.62% stake in two fully-occupied hyperscale data centres in Greater Tokyo, a S$1.37 billion deal!

🔑 What You Need to Know:

1️⃣ Strategic Growth :

Japan’s rental share jumps from 9% → 23%, deepening its footprint in one of the world’s top digital hubs.

2️⃣ How It’s Funded :

S$600M+ private placement at S$2.10/unit (4.4% discount) + JPY debt = natural currency hedge!

3️⃣ DPU Accretive :

Unit base up 12.2% but pro forma DPU still rises +2.6% (from 10.381¢ → 10.649¢) ✅

4️⃣ Leverage Up :

Gearing climbs from 34.0% → 38.0%, leaving less room for future buys.

5️⃣ Track Record :

This is the 7th equity raise in 10 years.

And based on historically data, DPU has recovered and grown over time!

Full breakdown in the infographic 👇

The financials, dilution history and key watch items!

Not financial advice . Please do your own DD 😘and love you 🥰.

Fattycat1 day ago, 05:17 AM

$JD-SW(09618.HK)

JD.com Update -In the Red and I remain Convicted! 🧭

Bought 100 shares of JD-SW (09618) at HK$110.50 on Aug 28. It is currently at HK$107.50, down roughly -2.8%.

The current P/E at ~16.9x, dividend yield ~3.7%. It is looking increasingly reasonable for a top Chinese e-commerce giant.

Short-term price wobbles do not change the long-term story. I am watching closely for it to go lower. If the fundamentals stay strong, this could be a great entry point to add more! 💪

Who is holding JD too? What is your thoughts? Let’s discuss😁

JD-SW

HK09618

Trade Showcase: Trade, Show & Earn Rewards!

Fattycat1 day ago, 04:45 AM

Economists has just raised Singapore's 2026 growth forecast to 5% according to MAS survey. Does your company doing well now 🤔. I think only Electronics , Memory and AI business doing well .

Traditional business are suffering . Do you agree?

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Strikes Iran as Oil Surges 5%

US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...

Fattycat1 day ago, 03:15 AM

Gold, silver , REITs, Hang Seng Tech …… all dropping like nobody business🫣 .

All feeling the heat after Warsh’s Jackson Hole speech.😔 Coming NFP will be scary numbers 🫣….

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Strikes Iran as Oil Surges 5%

US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...

Fattycat2 days ago, 09:40 AM

Featured

$BYD COMPANY(01211.HK)

🌍🚀 BYD August: New ALL-TIME HIGH - Overseas Sales UP 134.5%!

August was a landmark month! BYD sold 440,293 NEVs, up 17.8% YoY and a new monthly high for 2026!

🌍 The Real Star - Overseas Sales Explode!

International deliveries surged 134.5% to 189,466 units, making up over 43% of total sales now.

Global expansion is firing on all cylinders. 🔥

🤖 Next-Gen Manufacturing Takes Shape

BYD is also teaming up with PaXini Tech to bring advanced robotics into its factories.

Using real-world data to train embodied AI - this is the future of car production! 😁

📊 Full breakdown in the infographic! 👇

Not financial advice. Do your your DD 😁.

Source:

1. BYD August sales rise 17.8% to 440,293 as overseas sales hit new record - CnEVpost ( 01 September 2026)

2. BYD deepens PaXini ties, opens auto factories to robots - CnEVpost ( 31 August 2026)

BYD COMPANY

HK01211

Fattycat2 days ago, 07:47 AM

$CapLand Ascendas REIT(A17U.SG)

CapLand Ascendas REIT -Added Another 500 Shares! 🛒

Just bought another 500 units of CapLand Ascendas REIT at S$2.42! 😁

Current total holding now stands at 1,900 shares and I prepared to keep accumulating while SG REITs are under pressure.

Weak market = bargain prices 😁

My plan: Keep adding gradually over the next few months. REITs are long-term plays. Volatility is my good friend. Volatility just means better entry points for income investors! 💪

Who’s also accumulating SG REITs at these levels? 🤣

Scare don’t buy. Buy don’t scare🥹🫣😂

CapLand Ascendas REIT

SGA17U

Trade Showcase: Trade, Show & Earn Rewards!

Fattycat2 days ago, 05:17 AM

I expect Shein to underperform in its upcoming IPO. There’s been a lot of negative news surrounding the listing and it is likely take years for them to truly deliver on expectations. I think buy tech stock and REITs 🤭

Anyway, SG REITs are bleeding now! 🫢 Looks like bargain-hunting season for me 😂 Anyone buying 🙄

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...

FattycatSep 1 at 01:13 AM

Featured

$MINIMAX-W(00100.HK)$Z.AI(02513.HK)

🤖 Zhipu vs MiniMax: Which Chinese AI Giant Is Pulling Ahead? 📊

Both are exploding with growth — but their financial stories tell very different tales!

📈 Zhipu (02513.HK)

• Revenue: RMB 954M — up 399.7% YoY 🚀

• API business grew over 27x, gross margin turned positive at 24.6% ✅

• Adjusted net loss up only 12.1% — excellent cost control!

• ⚠️ But: Revenue came in ~30% below forecasts

📊 MiniMax (100.HK)

• Revenue: US$116.6M — up 283.1% YoY 📈

• B2B platform surging, consumer products doubled

• ⚠️ Adjusted net loss widened 111.2%, gross margin fell to 17.9%

• ✅ Forward indicators strong: ARR > US$800M, token use soaring

💰 Valuation Gap:

Zhipu ~HK$556B vs MiniMax ~HK$122B — a massive 4.6x difference!

🏆 So Who’s Winning?

Zhipu has better unit economics and pricing power. MiniMax offers global reach, product diversity, and faster growth momentum. The AI race is wide open! 🚀

Full side-by-side breakdown in the infographic! 👇

Not financial advice. Please always do your own DD 😉.

MINIMAX-W

HK00100

FattycatAug 31 at 08:57 AM

Featured

$NVIDIA(NVDA.US)

🚀📉 NVIDIA: The High-Stakes Race & The 2027 Capex Cliff

Nvidia delivered stellar results with revenue 96.2B last week and these numbers reveal a critical vulnerability: rising concentration and a looming 2027 capex cliff.

📍 Concentration Risk: Data Center makes up 91.77% of total revenue now (up from 41% in 2022).

The Big 4 hyperscalers contribute approximately 55% of Data Center sales and just four customers accounted for ~78% of that segment earlier this year.

The business is heavily top-customer dependent.

Let be objective and do a simple fair “STRESS” test and see what happens to Nvidia share price with different growth rates.

⏰ 2027 Sensitivity (The Downside Asymmetry):

The market prices in 25–28% annual capex growth. But the stress test shows what happens when spending slows:

• 0% growth → -26% downside

• -20% spend → -16% to -43% drawdown

• -50%+ cliff → -50% to -60% crash (toward $90–$110)

⚠️ The Bigger Risk: Multiple Compression

The real danger is not just missing revenue. It is the P/E ratio collapsing when the “perpetual growth” story breaks.

History shows valuation contracts long before earnings do. Do you agree? Welcome to comment and discuss 😘.

Full breakdown in the infographic! 👉

Not financial advice. Do your own DD😁.

NVIDIA

USNVDA

FattycatAug 31 at 04:41 AM

I just came to know today that The Straits Times Index (STI) is 60 years old already. It is originally began tracking the Singapore stock market on April 2, 1966, initially launched as the Straits Times Industrial Index (STII) with a base value of 100.

60 years old forever strong and wise index 🚀

Today The straits time (31 Aug 2026)

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Warsh's Hawkish Turn Flips the Rate Odds

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

FattycatAug 31 at 04:26 AM

I am really excited that Shein is finally making its trading debut on HKEX this Tuesday, Sept 1 🎉

I know that their IPO journey was far from smooth as it faced repeated regulatory hurdles, operational challenges and intense ESG scrutiny along the way.

Listing in Hong Kong makes sense both politically and as a way to be more accountable to the public and great to see them finally reach this milestone! 😄

Also worth noting: China’s top DRAM maker CXMT has swung sharply into profitability and that’s a signal we can’t ignore.

It may suggests that CXMT is gearing up to flood the market with more affordable DRAM chips. Could this eat into Micron’s market share before investors react to it? It’s definitely a risk worth watching 🤔