To The Moon

🟩 In this comprehensive video analysis, we delve into the latest financial performance of Starhill Global REIT, a prominent retail-focused REIT with a portfolio spanning across Asia Pacific. Join Iggy, our insightful financial analyst, as he breaks down the REIT's third-quarter results for the financial year 2023/2024, providing an in-depth examination of key metrics such as revenue, net property income, occupancy rates, and debt management. $StarhillGbl Reit(P40U.SI)$ Through engaging examples and easy-to-understand analogies, Iggy will guide you through the intricacies of Starhill Global REIT's operations, shedding light on the factors influencing its financial health. From the REIT's prized asset, the iconic Wisma Atria mall along Singapore

🟩 In this insightful video, we'll dive deep into the clever strategies employed by the Mapletree group of REITs to navigate the treacherous waters of rising interest rates. Discover how these savvy real estate players are leveraging prudent debt management tactics like staggered maturities, fixed-rate borrowings, low leverage, and diversified funding sources to insulate their finances from soaring borrowing costs. We'll break down the intricate details of their proactive capital management approach, shedding light on how they're spreading out debt repayments, locking in low fixed rates, maintaining healthy gearing ratios, and tapping into multiple funding avenues. It's a masterclass in financial resilience that could inspire your own investment strategies. But that's not all! We'll also ex

The Federal Reserve remained on hold for the sixth time, continuing to maintain interest rates at 5.25-5.50%, while also rejecting the possibility of further interest rate increases.  Nonetheless, with inflation data still higher than expected, a high interest rate environment is likely to remain in place for some time to come. Global stock markets have experienced a violent rebound, especially Hong Kong stocks, which have surged by about 20% from the bottom in January this year, finally ushering in a long-lost bull market. U.S. stocks, which had technically turned negative before, also rebounded dramatically to levels before falling. Today, let's look I to the technical charts of a few famous Chinese stocks. BABA BABA daily chart Double bullish sign for Baba stock! Firstly, the share

A barrage of earnings reports this week sent the stock market into a frenzy. You can see below the reaction was negative for most of the week but $Apple(AAPL)$ ’s report after the market on Thursday sent stocks higher Friday along with a weak jobs report.On the jobs front, a weaker economy is bad for growth and earnings, but traders overlooked that, hoping interest rate cuts are cut by the Federal Reserve later this year. That doesn’t make much sense if you’re a long-term investor like me, but that’s how the market thinks short-term.As for Apple’s report, I’ll get to that below.Why Do Companies Buy Back Stock?Apple’s stock jumped 6% on Friday after announcing a $110 billion buyback plan, the largest in corporate history.Incidentally, Apple added $

Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $DJIA(.DJI)$ $GLOBAL X DOW 30® COVERED CALL ETF(DJIA)$ The recovery from correction still faces two important hurdles/tests.Emerging market equities meanwhile are breaking out.Large cap profit margins are more than twice that of Small caps.Hedge fund starts are down, but active ETFs are surging.Trailing effective interest rates are up notabl

Cloud Giants Report Q1 + Early Look at Software ResultsQ1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Summary of results below:AWS ( $Amazon.com(AMZN)$ ): $100B run rate growing 17% YoY (last Q grew 13%)Azure ( $Microsoft(MSFT)$ ): ~$76B run rate (estimate) growing 31% YoY (last Q grew 28%)Google Cloud (includes GSuite, $Alphabet(GOOG)$ $Alphabet(GOOGL)$ ): $38B run rate growing 28% YoY (last Q grew 26%, neither are cc)Things are really starting to rebound for the major cloud providers. The most notable change in tone was Andy Jassy talking about AWS.