2025 New Years Resolution

No, it won't end up like last year!

Do you find yourself like the man above?

Every year, we make New Year’s resolutions only to abandon them two to three months into the year.

Our investment journeys are often long and hard. So, let’s start the year off on a strong note.

This week, I am looking at the companies that generate the highest revenue globally to look for competitive strengths. And speaking of competitive strengths, did you know there is a tool that visualises the competition for a company just at a glance?

Big Hits [U.S.] 💵

Moving on, here are the news that shocked the world…

Tesla: Tesla’s deliveries of EVs actually dropped in 2024, and its share price took a 7% nose-dive. Some people think that Elon Musk is distracted by politics [Read More]

Nippon Steel: President Joe Biden has blocked the sale of US Steel to Nippon Steel for US$14.3 billion, one-year after it all started [Read More]

Broadcom: Broadcom is the latest company to join the US$1 trillion club, as it rides the AI wave and data centres [Read More]

Boeing: They knew this was coming. South Korea is now investigating all of Boeing’s 737-800 planes after the plane crash disaster [Read More]

Nvidia x Run:AI: Nvidia has closed its purchase of Run:AI for US$700 million after the European Commission approved the deal [Read More]

Big Hits [Asia] 📊

Here are the news covering the Asia market…

Alibaba: Alibaba is selling its stake in Sun Art Retail for US$1.6 billion to DCP Capital, as it focuses on its core businesses [Read More]

China’s hybrids: China’s electric vehicles sales are not all about pure-EVs, but over half of its sales are now from hybrid cars [Read More]

Wilmar: Wilmar International wants to raise its stake in the Adani Wilmar joint venture with Adani for a total of $1.95 billion [Read More]

OCBC: OCBC is selling its 33% stake in Hong Kong Life Insurance to Yue Xiu Enterprise for HK$589.3 million [Read More]

SingPost: SingPost is continuing its divest of non-core assets after firing three of its key executives. Some are wondering whether the board and management are in good terms [Read More]

Keppel DC REIT: Keppel DC REIT is divesting its Basis Data Centre in Malaysia for $16.9 billion to Basis Bay Services [Read More]

Analyst Reports 📝

See below for our handpicked analyst reports:

Stock

Headline

Link

Nike

Undervalued share with new CEO plans in the right direction

Click Here

Atlassian

Transition to cloud good for the long-term

Click Here

NetEase

R&D strength to drive the company forward

Click Here

Frasers Logistics

Australian market remains positive.

Click Here

IREIT Global

Redevelopment of Berlin Campus to unlock value

Click Here

Visual of the Week 📹

They say you can buy the world when you go to Walmart. It is certainly true considering that it generates the most revenue year in and year out.

It is after all the biggest retailer by market share in the U.S. at 23%, eclipsing even Amazon who is now second. And it’s not stopping there. It has recently announced plans to collaborate with Meituan for it to distribute and deliver products in the China market. It seems like that top dog position will be secure in the coming years.

But don’t count out Amazon. Data centres and cloud solutions are the hot thing now for the Artificial Intelligence (AI) market. It is the biggest player in the cloud industry at 31% market share through its AWS.

And if you scroll down a bit, you might notice a company called State Grid at third position. It is the world’s largest utility company and is owned by the Chinese government. Well, it takes a hell lot of energy to power the biggest economy in the world.

Tool of the Week

Did you know? SimplyWallSt offers a very useful tool for you to find out how the competitors of the company you are researching matches up.

For example, we touched on how Walmart generated the most revenue in 2024 in the Visual of the Week, but do you know how it matches up to its competitors?

SimplyWallSt provides a visual diagram about Walmart on its value, dividends, health, its past performance and future outlook that looks like this.

From here, it also provides the same visual for its competitors in the market such as Costco, Target, Dollar General and BJ Wholesale.

You don’t need to spend hours researching every company anymore, when you can just take a look at these visuals to compare.

Cheers,
James Yeo