Fattycat

$CSE Global(544.SG)

What CSE Global’s SEI Deal Means For You?

For all investors following CSE: the group has just bought US-based SEI Wireless Solutions for US$8 million.

This move will grow their presence in the US and expand their communications business in critical infrastructure.

📡 Why This Matters

SEI specialises in mission-critical communications:

✅ Two-way radio systems

✅ Wireless infrastructure

✅ Integrated safety and security tech

It serves stadiums, big businesses and public safety projects. It fits perfectly with CSE’s existing radio and critical communications work.

📋 Quick Facts

✅ Done deal: Completed 21 July 2026

✅ Funding: Fully paid via bank loans

✅ Ownership: SEI is now CSE’s 100% subsidiary

✅ Payment: 80% paid upfront; balance follows standard adjustments

Great step forward for Singapore home gown company, CSE’s US expansion 💪🏽👍

Keep it up with cheers 🇸🇬

$SPDR Gold Minishares(GLDM.US)

Anyone else a gold fan? Not Bitcoin 🤣

Gold dropped over 2% yesterday, pulling back from a two-week high. The Middle East conflict pushed energy prices up, stoking inflation fears and making markets expect more U.S. rate hikes this year.

I am taking the chance to add more for my long-term portfolio plus diversification. How about you 🤔?

$Tesla(TSLA.US)

Why Tesla Slid Post-Market Despite Record Revenue ?🤔

Tesla’s Q2 2026 results tell a clear story. Top-line growth hit with new highs but profits and cash flow disappointed, sending the stock down ~4% in extended trading.

Vehicle deliveries topped 480,000 units, pushing revenue up 26% YoY to $28.24 billion. However, the Wall Street focusing entirely on the weaker earnings and heavy spending.

📉 What Triggered The Drop?

1️⃣ Big EPS Miss: Adjusted EPS came in at $0.33, well below the $0.49–$0.53 markets were expecting

2️⃣ Margins Collapsed: Operating margin fell sharply to just 1.4%, as operating expenses jumped 47% to $4.35 billion

3️⃣ Cash Flow Turned Negative: Free cash flow swung to -$1.09 billion, with capital expenditure more than doubling to $5.79 billion

4️⃣ Big Spending Ahead: Full-year capex is set to exceed $25 billion to fund AI computing, robotaxis and Optimus robots now.

In short :

Tesla is sacrificing short‑term car profits to build its AI future. As long as these heavy investments have not turned into high‑margin software income, margin pressure will keep weighing on the stock.

$TRIP.COM-S(09961.HK)

Today I bought Trip.com after reviewing its financials data and valuation ratio. I believe it is the right time to invest fundamentally sound company.

Right now, the stock is weighed down by China’s ongoing SAMR antitrust investigation which is expected to wrap up and be announced any day now.

It’s fundamentals stay rock-solid:💪🏽

✅ Fortress balance sheet: Net cash of HK$49.7 billion. Enough to pay off all debt completely, with plenty left over

✅ Interest coverage ~34x: No risk of trouble servicing debt anytime soon

✅ Low P/E and P/B: This comes from regulatory uncertainty and not weak business. Trip.com still runs strongly with high margins and ample liquidity.

Once the result is out, the biggest unknown will be gone and that is when the real value can shine through.

$TRIP.COM-S(09961.HK)

Will Trip.com Surge Once The Probe Ends 🤔?

Trip.com shares have taken a hit lately, weighed down by China’s ongoing SAMR antitrust investigation.

But history shows: even hefty fines often spark big rebounds once uncertainty clears. Here is what we learned from Alibaba and Meituan’s 2021 cases:

💡 3 Key Lessons From The Past

✅ Uncertainty hurts more than bad news

Stocks get punished hardest while probes are open. When Alibaba and Meituan were fined, both jumped 5–10% on day one and 10–20% within weeks. Putting a number on the penalty removes the “worst-case” fear.

✅ Immediate relief rally is likely

Short sellers will cover positions, and waiting institutional money will jump in and drive an initial jump once the decision is official.

✅ Long-term growth depends on rules and not fines

A fine is just a one off cost. What really matters: will regulators limit its core business (like capping hotel commissions or changing algorithms)?

📊 Full side-by-side comparison in the infographic above!

Put simply: The Chinese government doesn’t want Trip.com to crash and bankrupt. Chinese government needs trip.com to promote China. What do you think? Let’s discuss😁.

Not financial advice. Please do your own DD☺️

$Intel(INTC.US)$Tesla(TSLA.US)$Alphabet(GOOGL.US)

The Bull 🐂 , The Bear 🐻 , The Winner 🏆 & The Loser – TSLA / GOOGL / INTC

📍 Biggest Winner: GOOGL

Google stands out for one simple reason: its P/E ratio finally makes sense to me. While other AI plays trade at sky-high premiums, GOOGL’s forward P/E stays very reasonable 26.59.

Furthermore, I see rising Cloud margins and AI boosting Search ad revenues as a high growth cash cow.

In my view , the market is just starting to catch on to this AI leader trading at a discount. Hence, I see more upside than downside.

🎲 Biggest Loser: TSLA

Tesla looks set to lag because its P/E is 372 and P/B ratio at 17x . The current share price is priced for total perfection and totally over stretched. No room for any mishaps.

With this massive premium to traditional automakers and its EV competitors, I see more downside than upside.

Traders will give an excuse to dump the shares with any dissatisfaction with its financial results. For example, a small sign of falling margins could send its P/E sliding sharply lower.

For further information, BYD has PE ratio of 26 times and P/B ratio at 3.12 times .

Therefore, Tesla needs flawless progress on robotaxis and news of new technology breakthrough for its new EV models just to support its stretched valuation.

🔷 INTC ( Neutral- not interesting😆 at all )

Intel is currently trading at P/B 4.63x, share price $102.79.

It has a deep-value turnaround story but it lacks the near-term catalysts to outperform the other two this earnings season. Hence, I do not see any material movement in its share price.

Cross my fingers and pray for my predictions 😆.

$SpaceX(SPCX.US)

🚀 This Thursday is huge day for SpaceX 🚀

Either Make or break for SpaceX

This launch is all or nothing for its stock.

Right now, the market is extremely downbeat:

📉 Trading below IPO price

📉 47% off its peak

👉 Success = way bigger upside than a regular launch

👉 Failure = deeper doubts about execution — especially since the stock is still priced far above its actual revenue

Expect big swings either way. Mood is fragile, bets on a drop are high, so every move will be amplified.

Are you ready for it 🤔?

$BABA-W(09988.HK)

All the good news around Alibaba is already showing in its share price . It is now trading up 5% in HK trading to HKD118.4☺️

What is driving it:

✅ Unveiled Qwen 3.8 Max preview

✅ open-source - full model weights soon ( speculation )

✅ Qwen to be integrated into Apple products

Analysts see this as a huge milestone for AI commercialisation. The Apple partnership is a strong endorsement that could fuel business expansion and lift its valuation going forward.

Baba let’s go 🚀🚀🚀