Ladislav Varga @ladislav_varga

Discussing ideas of entrepreneurship, market entry, automotive, stock Asia, Shanghai Joined February 2011

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Ladislav Varga @ladislav_varga

3 months ago

#CNOOC #HKSE:883 Upcoming dividend of HK$0.66 per shareEligible shareholders must have bought the stock before 12 June 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 7.7%

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Ladislav Varga @ladislav_varga

3 months ago

#PADINI 2025 revenue forecast increased from RM2.01b to RM2.04b. EPS estimate increased from RM0.153 to RM0.179 per share. Net income forecast to grow 6.3% next year vs 8.9% growth forecast for Specialty Retail industry in Malaysia. Consensus price target up RM2.20 to RM2.54

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Ladislav Varga @ladislav_varga

3 months ago

#PWROOT 2026 revenue forecast decreased from RM455.2m to RM432.4m. EPS estimate also fell from RM0.089 per share to RM0.08 per share. Net income forecast to grow 8.5% next year vs 12% growth forecast for Beverage industry in Malaysia. Consensus price target down RM1.30 to RM1.25

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David Fishman @pretentiouswhat

9 months ago

⚡️November 2024 China Power Consumption Update! November data are out, one day earlier than the trend in recent months. Does that mean NBS was anxious to show off strong data? Sadly no. No it does not. November 2024 power consumption was up just 2.8% YoY, to 784.9 TWh. 🧵

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tphuang @tphuang

10 months ago

BYD patenting its own supercharging brand & registered trademark 比亚迪超充 This is independent of its partnership w/ Shell SuperChargers connected to ESS cabinet w/ solar panels on top, also connected to grid. Fully autonomous rest area w/ facial scan entrance, vending machines…

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Stainsburys parody. @Britishfinest21

10 months ago

#gramlinefriday when @MayorofLondon makes it impossible to take the van to work in London..... congestion charge, emissions change, stab tax, white people tax, employment tax.....😅😅😅

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Ladislav Varga @ladislav_varga

10 months ago

Creative

Rachael Burford @RachaelBurford

10 months ago

Creative

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tphuang @tphuang

10 months ago

BYD Ocean series celebrating 3.5m sales. For next yr, expect Seal-5,6,7,8 for A to D segment sedans Also all new SUV & a MPV IP Expect fridge & comfortable seating across full lineup Will put ADAS even on Seagull 800V+ platform & > 23000 rpm eMotor Rear Wheel Steering Safer &…

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Glenn @GlennLuk

a year ago

I've gone through the financials for automakers representing ~70% of China's NEV production. Contrary to popular belief, NEVs are profitable in aggregate, with the lionshare of the gross margin and profits concentrated with BYD and CATL.

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Elon Musk @elonmusk

a year ago

Absolutely

Riley Gaines @Riley_Gaines_

a year ago

Absolutely

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Ladislav Varga @ladislav_varga

a year ago

All do want just the cream and best of it! There is hardly any music scene in Shanghai of 20+ million people. Or everyone sing to phone as KTV broadcasts

Michael Pettis @michaelxpettis

a year ago

All do want just the cream and best of it! There is hardly any music scene in Shanghai of 20+ million people. Or everyone sing to phone as KTV broadcasts

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tphuang @tphuang

a year ago

IM Motors launched L6 from 199.9k to 325.9K RMB Whole series has Lidar, Nvidia Orin chip, SA8295SP smart cockpit & intelligent 4WD LR version has 900V platform, 4.6 0-100 time & 100kWh battery (Can charge 15min for 610km range), max range 850km 900V platform w/ 21000 rpm motor,…

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Nik Stankovic @nikstankovic_

a year ago

@DianelosG There are definitely quite poor people in Serbia though you are unlikely to see that in the cities. Where did you go to see this? "Poor" is also a relative term. Serbia's GDP per capita is around $9,500. In Vietnam it's less than half that. When people say "poor" I usually…

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Dalius - Special Sits @InvestSpecial

a year ago

Sharing a list of 40 funds with excellent quarterly letters for idea generation. 1) @alluvialcapital (Value + Special sits) 2) @eriksen_tim (Value + Special sits) 3) @LaughingH20Cap (Value + Special sits) 4) @CapitalVoss (Value + Special sits) 5) @LuisVSanchez777 (Value +…

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Ladislav Varga @ladislav_varga

a year ago

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Emma Leaning @LeaningEmma

2 years ago

My husband is a dragon. He’s ambitious, energetic, funny, gentle, a great leader, and above all, I’m lucky to have him. But move the first five words of that paragraph into the Western world and my husband is a fire-breathing monster I should be rescued from. Isn’t that…

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Marcel Münch @_mm85

2 years ago

When $LI Auto, $NIO and Wuling Mini had an orgy.

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David Fishman @pretentiouswhat

2 years ago

January 2024 statistics dump from China's NBS. This is a BIG update, since it has monthly, quarterly and some 2023 annual data. I picked highlights from the annual household income and consumption report I thought were interesting, to share in this thread with comments:🧵