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X @TechCrunch
TechCrunch· 2025-12-05 21:09
SpaceX reportedly in talks for secondary sale at $800B valuation, which would make it America’s most valuable private company https://t.co/sSkftBEv23 ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-05 20:06
RT Token Terminal 📊 (@tokenterminal)ETH has traded with a P/S ratio of 100x or more for *years*Afaik Cisco & other "dotcoms" did not sustain elevated valuations for yearsYet, the number of ETH holders continues to go upA sign that these holders value ETH using an alternative model? https://t.co/UH0NYfbnh4 ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-05 16:25
ETH has traded with a P/S ratio of 100x or more for *years*Afaik Cisco & other "dotcoms" did not sustain elevated valuations for yearsYet, the number of ETH holders continues to go upA sign that these holders value ETH using an alternative model? https://t.co/UH0NYfbnh4sam.frax (@samkazemian):On what time horizon does "ETH/L1 token is priced at 380x P/E" statement flip from proof of being overvalued to proof of P/E being the wrong framework for L1s?Most people agree BTC has ∞ P/E since it captures no revenu ...
X @Ansem
Ansem 🧸💸· 2025-12-05 02:44
RT Kalash (@kalashbuilds)linktree is a billion-dollar company?????a billion???????? dollars???????????????for literally... links. in. a. tree. ...
X @Bloomberg
Bloomberg· 2025-12-04 06:24
South African stocks will benefit from a broader rally in emerging markets in 2026 due to attractive valuations and strong profits, according to Momentum Investments https://t.co/7EPfTtKU8t ...
Is Michael Burry's criticism of Tesla's valuation and Musk's pay package warranted?
Yahoo Finance· 2025-12-03 17:28
Tesla's valuation is coming into question yet again. This time by well-known investor Michael Bur said Bur in a new Subsack post. Tesla's market capitalization is ridiculously overvalued today and has been for a long time.Bur is arguing that stockbased compensation stands to further dilute Tesla shareholders. I had a little fun today cuz again I'm in a mood and asked Chad GPT if Tesla stock is ridiculously overvalued. He came back with this reply.Short answer is yes. The argument behind the output ranges fr ...
Stifel CEO on the 'gamification' of investing, state of the economy and 'highly valued' market
CNBC Television· 2025-12-03 13:09
sometime everybody is our next guest uh writing recently about his concerns that many young people uh are investing like they're gambling which he says is a warning sign for more on that uh and on the markets let's bring in Ron Kashesky chairman and CEO of Stifo good to see you it's been a while >> not that long but been yeah >> I could bet >> longer than we like >> the the opportunity speak for yourself no the opportunity I was looking for you out in in Utah all your minions are out there and um you weren' ...
X @CoinGecko
CoinGecko· 2025-12-03 13:00
8/ What this shows:• FDV overstates $SUI’s current valuation because it includes long-term locked allocations• Market Cap understates it because it ignores issued-but-not-yet-circulating supply• OTV sits in the middle, giving a clearer view of value based on supply that actually matters today ...
X @Bloomberg
Bloomberg· 2025-12-03 05:20
Nomura has raised its recommendation on Indonesian stocks to overweight, citing attractive valuations and a domestic policy that’s supportive of growth https://t.co/f4F8w9iYj9 ...
CHINA GAS HOLDINGS(384.HK):DOWNGRADE TO SELL AFTER YET ANOTHER DISAPPOINTING EARNINGS
Ge Long Hui· 2025-12-03 04:20
Core Viewpoint - The net profit of China Gas decreased by 24% year-on-year to HK$1,334 million in the first half of FY26, primarily due to a significant drop in new connection profit and sluggish performance in gas sales and value-added services [1] Group 1: Financial Performance - New residential connections fell by 25% year-on-year to 676,000 households in 1HFY26, with segmental revenue dipping only 5% year-on-year, but segmental EBIT plummeting by 38% year-on-year due to lower margins [2] - EBIT from natural gas sales declined by 5% year-on-year, with retail gas sales volume dropping by 1% year-on-year, attributed to weak commercial and industrial demand [3] - EBIT from the value-added service business, previously a fast-growing segment, only increased by 1% year-on-year as sales related to new property projects fell sharply, offsetting retail sales growth [4] Group 2: Future Expectations - Earnings are expected to surge by 48% half-on-half in 2HFY26, as the second half typically records 50-60% higher gas sales volume due to the heat supply season [5] - The company’s dividend yield stands at 5.8%, but no upside in its dividend per share is anticipated as it is already distributing over 80% of its earnings [5] Group 3: Valuation and Target Price - The target price has been lowered from HK$7.77 to HK$7.50, reflecting cuts in earnings forecasts, with the new target price equating to 12.2 times FY26 earnings [6]