πππI am a long term investor of $TRACKER FUND OF HONG KONG(02800)$ . Yesterday the Hang Seng Index dropped taking the index to a 3 week low. This was due to the abrupt cancellation by $Alibaba(09988)$ listing plans for its logistics unit Cainiao. Alibaba said that it was withdrawing its IPO and listing application for Cainiao and would buy the remaining shares of Cainiao it does not already own. Joe Tsai, Alibaba's Chairman said that he believes that this is an appropriate time to double down. The shelving of the planned IPO comes at a time when there is slowing down of the Chinese economy, lower consumption spending and real estate i
I scored the S&P 500 based on 10 metrics for quality and growth
I scored the S&P 500 based on 10 metrics for quality and growth. Here's how they rank.And here are the thresholds:β’ 5yr FCF CAGR: >15%β’ 5yr FCF RSq: >0.90β’ 5yr FCF margin expansion: >0%β’ FCF ROC: >15%β’ 5yr min. FCF ROC: >15%β’ Current ROC - 5yr min ROC: >0%β’ Capex / OCF: <10%β’ SBC / OCF: <10%β’ 5yr change in share count: <0%β’ Interest expense / Op. profit: <5% $MasterCard(MA)$$NVR Inc(NVR)$$Apple(AAPL)$$Cadence Design(CDNS)$$Expeditors(EXPD)$$Future FinTech Group Inc.(FTFT)$
$NVIDIA Corp(NVDA)$βs Mgmt guided for $24.5 Billion in Revenues for their next Qtr Earnings Report!!! β NVDA has topped revenue guidance by a range of 11 to 15 percent over tha past year!!β *** [Happy][Happy][Happy]The Year over year comparison from last yearβs revenues of $5.66 Billionβ amounting to a +433% year over year revenues Growth for NVDAβs with margins hovering in the mid-70s for next Qtr Earnings Report in May!!! β This is irrefutable and incontrovertible evidence that NVDAβs revenues Growth is WAY Greater and outstripping the Growth of its stock price!π€
$Marathon Digital Holdings Inc(MARA)$After the halving, the company's electricity costs have dropped significantly. During this period, the company's daily electricity cost per EH was $50,000, but after the halving, it dropped to $16,000 per EH per day. CLSK spends roughly $25,000 per EH per day on electricity, while MARA, after the recent acquisition, is expected to decrease to $25,000 from $32,000. The difference comes from electricity costs and miner efficiency.$CleanSpark, Inc.(CLSK)$ is currently overvalued. currently hold 4,218 tokens with a hash rate of 16 EH.MARA holds 16,930 tokens and has $400 million in cash equivalents. Their hash rate is 28 EH, and they expect it to
$NVIDIA Corp(NVDA)$ stock has soared, thanks to AI, but may be in a bubble[LOL][LOL][LOL]Over the past 30 years, there hasn't been a single next-big-thing trend that didn't involve an early stage bubble. History has shown that investors have a terrible habit of overestimating the adoption/uptake of a new technology, trend, or innovation. Artificial intelligence is unlikely to be the exception to this unwritten rule.But there's more to be concerned about than just historic correlations. There's the real potential for Nvidia to cannibalize its own gross margin as it expands production of its prized GPUs and newly introduced Blackwell chip. GPU scarcity was the core driver of data center sales growth in fiscal 2024. As exte
I would like to extend my sincerest gratitude to Tiger and the Tiger team for their exceptional support and outstanding customer service. Your dedication to excellence truly sets you apart. The camaraderie and community spirit among traders is truly remarkable. It's inspiring to see how everyone supports and uplifts each other, making this platform feel like a collaborative and vibrant community. Without a doubt, this is the most outstanding trading platform I've ever experienced. Its user-friendly interface, comprehensive features, and reliability surpass any other platform I've encountered. Thank you for providing such an exceptional service. Special thanks to @koolgal for her mentoring! Happy Tiger Trades everyone and a happ
$Aehr Test(AEHR)$ oh ghee i wonder why Aehr trying to recover at amassive rate after the extreme trend drop... π Would that be due to Ev increase or The order finally checking out or maybe a EV Fall Hook line and sinker type method... we have to see. Anycase Position will Sit and adjust when seen fit (5year plan) or if the weight overlooks.
Data Centre Focused REITs Comparison @ 24 March 2024
$Keppel DC Reit(AJBU.SI)$$Mapletree Ind Tr(ME8U.SI)$$DigiCore Reit USD(DCRU.SI)$ Below is a comparison using the latest data from comparison tables on SREITs Data page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure. Overall Ranking Now, let's dive into the details: Fundamental Overview, Related Parties Shareholding & Lease Profile: Overview Winner: Mapletree Industrial Trust Rel
$Mapletree PanAsia Com Tr(N2IU.SI)$ Mapletree PanAsia Com Tr - She is slowly recovering after touching the low of 1.21 and closed higher at 1.29, looks like bargain hunters coming in to support! Yield is about 6.9 percent, solid! If she can reclaim 1.34 smoothly we may see her rising up further towards 1.40 and above! Do take note! Mapletree PanAsia Com Tr - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent, NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! Pls dyodd. Mapletree PanAsia Com Tr - I think boat is back! At 1.39, yield is about 6.4 percent, NAV 1.73, Gearing is slightly above 40 percent. Do take note! One of the index reit counte
$IFAST(AIY.SI)$ Ifast - The short rebound seems freezers out! Likely to breakdown 6.56 and go further south to test 6.00 and below! Pls dyodd. Ifast - Today she has broken down the support at 7.05 and 7.00 and closed lower at 6.93, looks Like Bear is in control! Likely to slide further down towards 6.00 and below! I think is good to lock in profit instead of seeing your profit slip into losses! BreakIng down of 6.00 she may go further down to test 5.28 than 5.00. Pls dyodd. Ifast - Chart wise, looks like a pump and dump scenario! Pushed up to hit the high of 8.50 and crashing down ro close at 7.29. The running up has lost the momentum! At 7.29, PE is super high at about 76x. Pls dyodd. Full year, net profit increased by 340
From Zero to Hero? Chinese EVs Rising Capturing Market
In recent years, we could see that China has produced quite a number of incumbents for the Electric Vehicles makers market. This is not by any coincidence as over the past decade, China has emerged as a prominent player in the global electric vehicle (EV) market. This can be attributed to Chinaβs early recognition of the significance of electromobility for the future and government support for the sector, coupled with considerable control over the mining and processing of raw materials used in battery production. These has provided a key factor for China in the EV market. If we look at the Top Auto Brands in the world in EV sales for January 2024, we could see $BYD Co., Ltd.(BYDDF)$ came in Top and there are 6 China brands among the Top 10. This
Summary Two years of persistent rate-driven pressure on commercial and residential real estate markets appeared to be easing in early 2024, but firming inflation has again muddied the outlook. Expectations of "Higher for Longer" have merely shifted to "High for Long." Many private equity funds and some highly-levered REITs were ill-prepared for a period of sustained 4-5%+ benchmark rates. Private markets are finally feeling the pain that beset public REIT investors since 2021. Commercial property values have now declined over 20% nationally, and nearly 40% in some troubled segments. Outside of the office sector, the pockets of distress remain entirely debt-driven as property-level fundamentals remain buoyant, but the refinancing clock is still ticking towards zero for many "zero rate heroe
$Trump Media & Technology(DJT)$ meteoric rise fits the owner trump. this year we will have a presidential rematch between biden and trump. this is one of the intangible assets of djt. another one is trump's fame even if he doesn't win the election. short sellers for djt have to pay very high fees to borrow shares to short. the other way to short is to buy puts. djt behaves like meme stocks. the recent $Reddit(RDDT)$ and $VinFast Auto(VFS)$ listings were very volatile. vfs ended in a meteor shower... djt may have more upside above 95 as intangible assets are hard to measure and depends on subjectivity do apply automatic investment system
$S&P 500(.SPX)$ strong bounce through 5229 in the last hour today. $S&P 500(.SPX)$ if it gets through 5260 it can run to 5300+ 5280C can work above 5260 tmrw $NVIDIA Corp(NVDA)$ if this holds 900 in the first hour we can see 919 910C can work above 900 $Goldman Sachs(GS)$ setting up for 425-430 if it gets through 416 420C can work above 416https://twitter.com/EliteOptions2/status/1773140488033567092
$Intel(INTC)$ Quite certain you should have come across the bad news (by now) looming over Intel and $AMD(AMD)$ . In the latest tit-for-tat between the two super powers, China is reacting to further sanctions by the Biden government over chips exports and blacklisting of more Chinese companies at the trade front. (see below) According to S&P Global Market Intelligenceβs data, when the news broke on Mon, 25 Mar 2024 Intel immediately fell by -2% as of 11 a.m. ET. It had even at one point in time, fell by as much as -4.7% earlier in the day's trading. βLuckilyβ by the time trading ended, it fell by -1.74% only. (see below) The loss is in reaction to news th
πππBitcoin has been on a wild roller coaster ride recently. It hit an all time high of more than USD 73,000 and just as suddenly it plunged below USD 63,000. On March 21 there was a net outflow of USD 94 million from the 10 Spot Bitcoins ETFs. This could be due to investors taking profits. BlackRock 's Spot Bitcoin ETF $iShares Bitcoin Trust(IBIT)$ was down 1.9% on Friday and in the past 5 days, it has dropped 6%. However IBIT is still up 36% year todate. $Coinbase Global, Inc.(COIN)$ was down 2.4% on Friday and in the past 5 days, it was up 7%. Coinbase has had very good run this year with its share price up a huge 62% year
ππ$Li Auto(LI)$ unexpectedly lowered its guidance for its 1st quarter deliveries on Thursday and also lowered its sales target for the full year as well. Li Auto now expects to sell between 560,000 and 640,000 units for the full year of 2024, down from the previous 650,000 to 800,000 units. Li Auto expects vehicle deliveries in Q1 24 to be in the range of 76,000 to 78,000 units, down from the previous figure of 100,000 to 103,000 units due to a lower than expected order intake. As a result Li Auto share price fell 14% this week. Other China EV stocks fell too in sympathy. $NIO Inc.(NIO)$ is down 16% f