@firebyforty Hi all, I spent the week analysing UiPath and wrote up my thoughts on it.
I think next quarter’s earnings will be interesting, as revenue from Agentic AI might start to meaningfully show up in the results. I also shared my views on valuation based on the next five years’ operating profit, as well as why generative AI might not disrupt UiPath, but instead complement its Agentic AI strategy.
Have a read!
Sheng Siong shares tumble as much as 6% after OCBC downgrade
https://www.businesstimes.com.sg/companies...
$Sheng Siong(OV8.SI)
$OCBC Bank(O39.SI)
Analyst Chu Peng why you so like dat... 😔
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The stock’s forward price-to-earnings ratio is more than two standard deviations above its historical average
[SINGAPORE] Shares of Sheng Siong dropped as much as 6 per cent on Wednesday (Feb 11), two days after OCBC downgraded the stock.
The counter went as low as S$2.68 as at 9.10 am, falling S$0.17 from its previous closing price of S$2.85.
OCBC analyst Chu Peng on Monday downgraded it to a “hold”, with its last closing price then at S$2.90.
While Sheng Shiong shares rose about 60 per cent in 2025, outperforming the Straits Times Index’s 23 per cent gain, Chu said the supermarket chain’s “valuations look demanding”. The analyst noted that the stock has a forward price-to-earnings ratio of 24.8, which is more than two standard deviations above its historical 19.6 average.
“We maintain our earnings forecasts but raise fair value estimate from S$2.77 to S$2.89 on lower cost of equity assumption,” said the note.
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The valuation indeed still look ok. Yes the concern is really whether AI will help reverse the revenue growth trend or damage it instead. Personally I feel it is a very competitive service to sell.
Any thoughts on why the CEO consistently sells his shares?
🤔😅