HIMS is doing just fine. It was up 150% in a short time so a pullback is due - it's healthy. There's just a lot of FUD at the moment, but thesis remains 100% intact :)
Nice analysis as always! Unfortunately I am totally not good in analysing such types of stocks and when I see their upsides i am a bit frustrated to miss them.. Anyway just one clarification about your valuation..when for example in grab you say that base case is 45% undervalued, it means that it should be 45% up and still stock should compound at the discount rate (12%) for next years right? Thanks a lot!
That's okay! You should always stick to your circle of competence... but it's also good to stretch out your comfort zone by learning other stocks and industries :) For my Base case PT, it shows my expected upside in the next twelve months. I don't project price targets beyond a year...
Very good question. This is very tough question actually. I think I'm leaning more towards GRAB since I'm a customer and I think their market position is a little bit stronger than SE. But I'm happy to own both of them :)
I highly appreciate you've tried to answer and not hedging the question. Hopefully, you are right with your preference because I'm just invested into GRAB. :)
hey, what do you think about the impact towards $SE on these political issues on the gratification towards the presidents sons? is it worth it to just for me to sell? gains is on 132% right now. the monopolies issues that suddenly appearing and disappear probably are the one that be made by the oligarchy itself / the issues is actually real?
im surprised my portfolio has both stocks BEFORE watching this video LOL. Due to the fact of US minus interest rates, im quite sure will benefits ringgit and SGD and clear out some of the FX headwinds.
Valuation seems to be very difficult since three businesses are mingled and rapid changes in product rollingout is still continuing. I expected that incentive volume would go down but it soared again due to new initiative. I am wondering how you do the ballpark estimation. There seems to be too many moving parts. By 2026 this company will become profitable but the proper valuation looks blurry to me. The adj ebitda margins that you suggested does not touch my heart yet. Thanks.
Ooof regulators wouldn't like that... That said, I believe Line has invested in Superbank (owned by Grab) in Indonesia, so they do have a relationship together. I think a merger is unlikely, but an extension of their partnership... is more than likely.
You're so good at what you do, Riyado! Your analysis keeps my thoughts grounded during such volatile weeks in the market.
Thank you for your kind words. That means a lot to me, and I'm glad my videos helped :)
It’s helpful for watching your video, I want to see the new one😢
I like your calm way to explain the businesses as well as your Seeking Alpha write ups.
I am holding both of these stocks.
Thanks for following my work. I appreciate you!
I have a position with SE already. Still not in GRAB but considering it. Good video man as always.
Awesome. Thanks for sharing :)
very well done! Bravo Riyado !! I really appreciate the clarity and depth of your GRAB analysis!
Thank you for watching my video! Appreciate your feedback as well!
Hi Rijyado, thanks again for the update on GRAB in your more recent video. What are your current thoughts on HIMS and SEA?
Thank you for watching. Still bullish on all three names :)
very good analysis, thanks a lot 🙏
You're most welcome!
You and Beat the Demoniator are the GOAT of growth stocks on TH-cam
Oh you're way too kind :)
Thank you for this video my man! Always regreting not having bought SE earlier though;(
My pleasure, man. No need to beat yourself up, there are other opportunities out there. And besides, I think SE is still cheap :)
At what price would you consider selling Sea limited? I have it with 43 average price and thinking about it.
I add GRAB
Nice!
Thank you! BTW, what do you think is happening with HIMS? It's kind of stuck of late
HIMS is doing just fine. It was up 150% in a short time so a pullback is due - it's healthy. There's just a lot of FUD at the moment, but thesis remains 100% intact :)
Your base and bear upside/ downside porential is it year over year the percentages?
They are my one year price targets from the date that I made the video
Nice analysis as always! Unfortunately I am totally not good in analysing such types of stocks and when I see their upsides i am a bit frustrated to miss them..
Anyway just one clarification about your valuation..when for example in grab you say that base case is 45% undervalued, it means that it should be 45% up and still stock should compound at the discount rate (12%) for next years right?
Thanks a lot!
That's okay! You should always stick to your circle of competence... but it's also good to stretch out your comfort zone by learning other stocks and industries :)
For my Base case PT, it shows my expected upside in the next twelve months. I don't project price targets beyond a year...
I can give you a 3rd Asian stock, of similar kind - KSPI
Never heard of that one...
Nice video!
If you need to make a choice:
Either SEA Ltd. or GRAB?
Very good question. This is very tough question actually. I think I'm leaning more towards GRAB since I'm a customer and I think their market position is a little bit stronger than SE. But I'm happy to own both of them :)
I highly appreciate you've tried to answer and not hedging the question.
Hopefully, you are right with your preference because I'm just invested into GRAB. :)
hi my friend, I hope you're doing well and will start posting again. Take care.
I'm doing well. Will post some videos soon!
hey, what do you think about the impact towards $SE on these political issues on the gratification towards the presidents sons? is it worth it to just for me to sell? gains is on 132% right now. the monopolies issues that suddenly appearing and disappear probably are the one that be made by the oligarchy itself / the issues is actually real?
im surprised my portfolio has both stocks BEFORE watching this video LOL. Due to the fact of US minus interest rates, im quite sure will benefits ringgit and SGD and clear out some of the FX headwinds.
Valuation seems to be very difficult since three businesses are mingled and rapid changes in product rollingout is still continuing. I expected that incentive volume would go down but it soared again due to new initiative. I am wondering how you do the ballpark estimation. There seems to be too many moving parts. By 2026 this company will become profitable but the proper valuation looks blurry to me. The adj ebitda margins that you suggested does not touch my heart yet. Thanks.
Grab and Line should merge
Ooof regulators wouldn't like that...
That said, I believe Line has invested in Superbank (owned by Grab) in Indonesia, so they do have a relationship together.
I think a merger is unlikely, but an extension of their partnership... is more than likely.
@@riyadosofianReuters wrote an article on why this good for both companies Grab-GoTo merger would be an all-round win
Sorry my bad it was Grab (GRAB.O), opens new tab and GoTo (GOTO.JK)
Love your videos and thank for opening my eyes to companies that I didn’t know especially $HIMS it was like gem 💎 very undervalued
Thank you! Appreciate you and I hope I'll continue to drop diamonds for your guys :)