Is this the End?

Is Trump bringing the end of times?

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An eye for an eye makes the world go blind.

And Trump’s tariffs finally kicked in. The fallout was brutal. A sell-off in the US markets led to other market sell-offs in the world.

Now, there are serious talks of a recession on the horizon. Find out in this week’s Meme of the Week section!

Big Hits [U.S.] 💵

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

Target TGT ( ▲ 0.9% ) : Target was on target with its 4Q 2024 results but share price tanked after it warned that the latest quarter’s results might be weak due to the tariffs [Read More]

Costco COST ( ▼ 6.07% ) : Costco had the same warnings as Target about tariffs with its latest quarterly results mixed. Revenue grew by 9% to US$64 billion [Read More]

Gap GAP ( ▲ 18.84% ) : Gap broke through. It reported strong financial results as new CEO Richard Dickson’s turnaround is in full swing [Read More]

A&F ANF ( ▲ 2.93% )  : Abercrombie & Fitch’s uptrend might be over. Latest quarterly slightly beat expectations as the company also warns about Trump tariffs [Read More]

Macy M ( ▲ 6.35% )  : Macy’s financial results were mixed, with revenue below expectations but profit beating. New CEO Tony Spring’s turnaround could take some time [Read More]

Alexa, Ring, Nest, Apple, Roku…

What do all of these smart home products have in common?

They are must-haves in homes everywhere, and now there’s one more to add to the list…

Meet RYSE – the revolutionary way to automate your window blinds & shades.

And here’s why investors are taking notice:

📈 $10M+ in revenue and growing 200% year-over-year
🏢 In 127 Best Buy locations, with Home Depot launching in 2025
🔒 10+ patents protecting industry-leading technology

RYSE is on track to be the next big name in smart home automation—and you can invest at $1.90/share before their next wave of expansion.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

P.S. Every click helps me get you all the information you need for your investing journey!

Big Hits [Asia] 📊

Here are the news covering the Asia market…

Chagee: Chagee, a Chinese tea company, is charging ahead as it wants to list in the market like all its competitors [Read More]

iFast: A new captain is at the helm. iFast appoints Vincent Tong as the CEO of iFast Singaporean subsidiary [Read More]

SG Semiconductors: By 2027, Singaporean semicon companies can use the new SG$500 million national fabrication facility as part of Budget 2025 [Read More]

Yakin Medic: Yakin Medic, a Malaysia-based provider of stem cell therapies, is planning to list in the SGX market to raise about RM100 million (SG$30 million) [Read More]

LHN Group: LHN Group has added about 45 new keys and 29 facilities management contracts, bringing its occupancy rate to 95% [Read More]

Analyst Reports 📝

See below for our handpicked analyst reports:

Stock

Headline

Link

Meta

Strong 4Q results and slightly undervalued

Click Here

Gap

Positive holiday results and potentially undervalued

Click Here

JD.com

Sustainable growth of core businesses

Click Here

Sea Ltd

Strong 4Q results and undervalued

Click Here

CapitaLand

Bright outlook

Click Here

Meme of the Week 📹

ANDDD the tariffs are in!

And then, suddenly, Trump seems confused as he expands products exempt from tariffs. It’s like the whole world is now in his schizophrenic episode.

The US markets reflect that.

Source: SimplyWallSt

Do you know what’s surprising now? People are talking about recession now … for real. The Russia-Ukraine and Middle East conflicts didn’t even put a dent in the US economy and market.

But Trump certainly can.

There are already a couple of signs that this might be happening

  1. Atlanta Fed’s economic model projects a decline in 1Q 2025.

  2. Consumer confidence index declined to 98.3 points in February 2025.

Brace yourself for a bumpy ride in the coming months.

Free Tool of the Week

This week was an interesting one. Many of the retail companies in the US reported their financial results and flagged that Trump’s tariffs would weaken their businesses.

And an idea hit me.

This could be a good opportunity to look at US retail stocks for any potential cheap bargains.

I used SimplyWallSt to look at Target’s valuation. And it was quite easy to understand.

Target is potentially 48.7% undervalued, with 32 analysts covering the company. This valuation was done with a discounted cash flow method, so in my opinion, it’s better than using the price-to-earnings ratio.

Interested? Use my link when you are registering for it!

Hope the above is fruitful for you all!

Cheers,
James Yeo