To The Moon

Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ The weekly “doji” denotes indecision following a strong run.Euphoric sentiment indicators suggest a speculative frenzy taking hold.Smart money remains skeptical (albeit reluctant FOMO bulls).Foreigners are disproportionately buying US Stocks.US tech stocks trade at a 2-3x premium vs global tech stocks.Overall, I feel like not that much has changed since I unplugged just over a week ago for a family vacation — the market politely went sideways during that time, thanks market :-) There’s still things to be concerned about, and still bullish momentum. But what does stand out: the doji formation, the sidewa

Q4 ‘23 Earnings Summary PreviewWe’re almost through Q4 ‘23 earnings season with just a few stragglers left to report (Braze, nCino, Sprinklr). I’ll put together my standard deeper dive quarterly review, but wanted to share some high level summary charts today.Let’s start with Q4 YoY growth. Quarterly YoY growth is still decelerating, but the rate of change is starting to slow downSimilarly, the median net retention is still fallingFCF margins continue to expand, with the median FCF margin in Q4 hitting nearly 20%And finally, the CAC payback period. It’s started to level off, but still remains elevatedQuarterly Reports Summary $Adobe(ADBE)$ $Asana, Inc.(ASAN)$ $UiPath

$Cromwell Reit SGD(CWCU.SI)$ $Cromwell Reit EUR(CWBU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue and NPI declined YoY mainly due to lower income resulting from the divestment of Piazza Affari 2 and Corso Lungomare Trieste 29, as well as the absence of income from Maxima, which was under redevelopment. Additionally, higher finance costs offset by a tax reversal contributed to a reduction in distributable income and DPU YoY. Rental Reversion The rental reversion for 2H FY23 stands at 5.7%. Divestment In 4Q FY23, CEREIT divested Viale Europa 95 and Corso Lungomare Trieste 29 in Italy. Development Redevelopment for Nervesa 21 was completed in January 2

The combined market value of the Singapore Reits and property trusts (S-Reits) sector has grown at a compound annual rate of 6% over the 10 years to end-2023. As expected, and given the challenging macroeconomic environment since the pandemic, not every year saw growth.Nevertheless, S-Reits are still expanding their portfolios as we see Reit managers announce proposed acquisitions and developments in the year thus far.REIT Watch - FLCT’s portfolio breakdown pre and post acquisition1.Frasers Logistics & Commercial TrustThe latest was announced by  $Frasers L&C Tr(BUOU.SI)$ (FLCT) with the proposed acquisition of 89.9% interest in a logistics and industrial (L&I) portfolio of four properties in Germany. The stake will be purchase

The five trading sessions saw close to 80 changes to director interests and substantial shareholdings filed for close to 40 primary-listed stocks. Directors or CEOs again filed 35 acquisitions, while no disposals were filed, and substantial shareholders filed nine acquisitions and five disposals.Share buybacks by primary-listed companies Mar 8 - 141.Raffles Medical GroupBetween Mar 7 and 13,  $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong acquired 2.7 million shares at an average price of S$1.02 per share. This increased his total interest from 53.61 to 53.76%. This followed his acquisition of 10.9 million shares between Feb 27 and Mar 6. Prior to the recent spate of acquisitions Dr Loo’s total stake in Raffles Medical Group wa

$Micron Technology(MU)$ will be releasing their fiscal second-quarter results after 20 Mar (Wednesday)'s close. In December, Micron posted top- and bottom-line beats for its fiscal Q1 and gave an encouraging full-year forecast on improving supply and pricing levels for its DRAM (Dynamic Random Access Memory) chips. Micron CEO has indicated that the company is "in the very early stages of a multi-year growth phase catalyzed and driven by generative AI [artificial intelligence]." The recent upgrade for Micron from Hold to Buy show that the worst is behind MU and the best is yet to come. Market believes Micron can break out to higher highs on improvements in supply and demand, and its compelling growth-to-valuation ratio among larger-cap AI stocks. MU

Wall Street continues to maintain a risk-off sentiment in Friday’s session, echoing the pessimism triggered by Thursday’s unexpectedly high producer inflation figures. Major stock indices flashed red, with the tech-heavy Nasdaq 100 once again trailing, while only small caps and energy stocks managed to buck the trend and avoid losses. Trade lighter early next week ⚠️ Trading tips: Retail investors remained enthusiastic on semiconductors and watched the SPY following monthly inflation data released this week. Could consider tapping on the following tickers to ride the volatility early next week or wait to trade the FOMC on Wednesday. Idea 01) According to data from Quiver Quantitative, the stock with the most mentions this week is, once again, Nvidia Corporation (NASDAQ:NVDA) with more than

Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Click here to join the Topic & Win coins >>​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:15 Mar]1.Here are the 4 Tigers whose post has the best quality & interaction last Friday: @JC888 @koolga

If we look at how last week’s “warm” inflation data show us, but the decision seemed to be locked. Consumer price index excluding food and energy climbed 0.4%. February increase of CPI have Fed believe that it pay to be more cautious in cutting rates. Beyond any one month's data, there are other reasons to be concerned that this underlying trend could accelerate. If that happens, inflation could get stuck at a level inconsistent with the Fed's target, reducing the number of times the Fed will cut interest rates this year, though we saw the number currently stands at 3. There are some economists who are toying with the idea of Fed may increase interest rates. Looking at the CME data, it looks like probabilities of rates remaining unchanged, seem to be more possible. So what could possibly