My additional investment in Alphabet (GOOG) $Alphabet(GOOG)$ stock on September 13, 2024, reflects my confidence in the company's evolving strategy and financial health. Alphabet has long been recognized for its dominance in search, advertising, and cloud services, but the introduction of a quarterly dividend marks a new era, signaling both stability and a commitment to shareholders. Dividend Initiation: A Catalyst for Long-Term Growth Alphabet's recent announcement of a quarterly dividend of $0.20 per share is a major step. While the initial yield is only around 0.5%, it sets a strong foundation for future growth in shareholder returns. This move mirrors other tech giants, such as Apple
SG Morning Call | Singapore Stocks Opened Lower on Monday; YZJ Shipbuilding Fell 1.2% after buying into Tsuneishi
Market SnapshotSingapore stocks opened lower on Monday. STI fell 0.5%; SIA fell 0.3%; UOB fell 1.2%; DBS fell 1%; OCBC fell 0.8%; Seatrium rose 1.2%; Yangzijiang Shipbuilding fell 1.2%.SG Local NewsSingapore ranks as 2nd top global hub for cross-border capitalSingapore has emerged as the second leading source of global cross-border capital for the first half of 2024, with total transactions reaching 1,929, according to Colliers’ Global Capital Flows September 2024 report.Also in the top 10 from the Asia Pacific region are Hong Kong, Japan, and China.Yangzijiang to acquire 34% stake in Tsuneishi Group shipbuilding unitYangzijiang Shipbuilding (Holdings) Ltd. has entered a joint venture with Tsuneishi Holdings Inc. (THD), acquiring a 34% equity stake in Tsuneishi Group (Zhoushan) Shipbuildin
Investment Reflection: Microsoft (MSFT) Stock (September 13, 2024)
My additional investment in Microsoft (MSFT) $Microsoft(MSFT)$ stock on September 13, 2024, is driven by the company’s continued dominance in the cloud and AI markets. Microsoft has proven itself as a key player in artificial intelligence (AI) and cloud computing, showing robust growth in its Azure services and a solid foundation for long-term success. Azure’s Growth and Strategic AI Integration One of the most compelling reasons behind this investment is Microsoft's rapid growth in its cloud business. Azure revenue grew by 29% year-over-year in the last quarter, a clear indication of how enterprises are increasingly migrating to cloud-based solutions. As companies move away from on-premise servers, Microsoft A
My additional investment in Nvidia (NVDA) $NVIDIA Corp(NVDA)$ stock on September 13, 2024, comes after careful consideration of both its near-term volatility and long-term growth potential. Nvidia has long been a leader in the semiconductor space, particularly with its dominance in GPUs that power artificial intelligence (AI) workloads. While the stock recently pulled back by 27% from its highs, the company’s fundamentals remain robust, making this an opportune time to add to my position. Short-Term Volatility: A Temporary Setback Nvidia’s stock has experienced a sharp decline, partly due to concerns about delayed launches for its next-generation AI chips and potential pauses in cloud infrastructure spend
Investment Reflection: Apple Stock (September 13, 2024)
My additional investment in Apple (AAPL) $Apple(AAPL)$ stock on September 13, 2024, is rooted in both the company's resilience and its long-term potential for growth, particularly in the services sector. Although Apple's latest product launch received a somewhat tepid response from the market, I believe this reflects short-term sentiment rather than a meaningful shift in Apple's overall trajectory. iPhone Replacement Cycle: A Stronger Future Ahead Apple's new iPhone lineup, bolstered by the introduction of Apple Intelligence and potential discounts, positions the company for a stronger iPhone replacement cycle than what we saw with the iPhone 15. The muted smartphone demand in recent years, especially with incr
My additional investment in Amazon (AMZN)$Amazon.com(AMZN)$ on September 13, 2024, reflects my long-term confidence in the company's ability to maintain its leadership in ecommerce while continuing to expand into high-growth areas such as cloud computing and AI. Despite some short-term challenges, particularly in the AI space, Amazon remains a dominant player with strong fundamentals and growth potential. AI Integration with Anthropic: A Strategic Pivot Amazon’s decision to power Alexa’s latest updates with Anthropic’s AI model instead of relying on its own in-house models signals a crucial pivot. While the reports of Amazon’s internal AI lagging behind competitors may appear concerning, this partnership with
13 Sep Buy-The-Dip Help To Power Mega Cap and Semiconductor Sector
13 Sep the stock market ended the week with rebound after experience the previous week’s significant declines. Investors are on the Buy-the-dip mode and this strong interest supported the market, This create an upside momentum which acted as a catalyst by Friday (13 Sep) where we saw huge participation from many stocks especially mega caps and semiconductors stocks has an oversized influence on the index gains. $Vanguard Mega Cap Growth ETF(MGK)$ went up by 5.5% and we saw $Philadelphia Semiconductor Index(SOX)$ managed a surge of 10% where Nvidia (NVDA) was its outstanding performing stock which saw a bounce of 15.8% after the previous week’s decline. After CPI Mid-Week Market Exhibit Shaky Momentum When A
Why Consider Real Estate Sector When Interest Rates Fall
With the Federal Reserve signaling that it intends to cut interest rates when inflation has cooled sufficiently, investors have been on the hunt for investments that perform well in that climate. In this article I would like to look at how S&P 500 performance returns have been like when rates fall over the past year. Interest Rates vs Inflation One of the way we can look at is the level of rates compared with inflation. The higher the starting point of short-term interest rates versus inflation, the bigger the market return has been the following year. This metric offers a way of capturing the potential firepower of Fed policy, if the Fed needed to cut rates further, can it do so and at what rate? I believe we have seen the current starting point from CME Fedwatch tool with the Fed
The Mid-Autumn Festival is all about family, togetherness, and sharing good wishes. This year, we’re adding a fun twist—use EMOJIS to send your Mid-Autumn blessings! Whether it’s the 🌕 full moon for unity or 🎉 to celebrate the occasion, pick your favorite emojis and share your wishes with friends, family, and other TigersHow to Join:Share this post and tag at least one friend to invite them.Comment below with your Mid-Autumn blessings using EMOJIS and explain the meaning of your emojis to spread the holiday spirit.Need some ideas? Here are a few examples:🌕👨👩👧👦🥮: Wishing you and your family a happy and joyful Mid-Autumn!🥮🎉🍂: Enjoy the festival and the beauty of fall!🌕💫❤️: Sending love and light for a bright Mid-Autumn!Event Dates:September 16, 2024 – September 20, 2024Prizes:Everyone who co
Capitaland Ascendas REIT - An Undervalued SReit With Huge Potential
🌟🌟🌟$CapLand Ascendas REIT(A17U.SI)$ is Singapore's very first and largest listed business space and industrial REIT, listed on the SGX since November 2002. Since then, CLAR has grown to be a global REIT with its headquarters in Singapore, focusing on Tech and Logistics properties in US, Australia, the UK including Singapore. As at June 30 2024, its assets under management is SGD 16.9 billion. CLAR owns a total of 229 properties in 3 segments. They are Business Space and Life Sciences, Industrial and Data Centres, and Logistics. CLAR has a wide tenant base of more than 1, 780 international and local Singapore companies. These tenants come from a diverse range of industries and act
The September Effect on the Stock Market During U.S. Presidential Election Years The "September Effect" is a well-known phenomenon in the stock market, where the stock market tends to experience a decline during the month of September. Historically, September has been the worst-performing month for equities in the U.S. financial markets, a trend that has persisted over decades. In presidential election years, this effect is particularly interesting as it overlaps with heightened political uncertainty, which can lead to increased market volatility. This article will explore the historical data behind the September Effect during U.S. presidential election years, its causes, and relevant statistics. Historical Context of the September Effect For decades, stock market investors have noticed th
Fed rate cuts: Is a new dawn rising for small caps in the Russell 2000?
What is the Russell 2000 Index?The Russell 2000 Index, launched by FTSE Russell in 1972, features a selection of U.S. companies ranked from 1001 to 3000 by market capitalization. These small-cap companies may be lesser-known than their larger counterparts in the S&P 500, but they offer access to a wide range of industries—finance, healthcare, industrials, tech, consumer goods—and boast the potential for remarkable growth.Why Should You Care About the Russell 2000?The Russell 2000 isn’t just a list of small companies; it’s a window into the innovative, high-growth segment of the U.S. economy. These nimble, smaller businesses are often able to adapt quickly to changes in the market—especially during economic recoveries. While their total market cap is just a fraction of the S&P 500,
Oracle, Tesla, and Nvidia: A Race for AI Dominance
Overview: The recent revelations from Oracle's $Oracle(ORCL)$ CTO Larry Ellison highlight the intense competition among major tech companies to secure Nvidia's $NVIDIA Corp(NVDA)$ highly sought-after AI GPUs. Ellison and Tesla $Tesla Motors(TSLA)$ CEO Elon Musk reportedly pleaded with Nvidia's CEO Jensen Huang for more GPUs, underscoring the explosive demand for AI hardware. This news signals a broader market trend, where AI infrastructure is becoming a critical investment sector. As AI continues to reshape industries, companies providing the
Fed’s cutting rates: Are U.S. treasuries the hidden gem in this market?
What are U.S. Treasury Bonds?U.S. Treasury bonds, commonly known as Treasuries, are essentially a loan to the U.S. government. Investors lend money to the government, earning fixed interest payments (coupons) and potentially profiting by trading them in the secondary market.How are Treasury prices and yields determined?While the face value of a bond is fixed, its purchase price fluctuates based on factors like time to maturity, coupon rate, and market expectations. For example, a bond with a face value of $1,000 might sell for $800 or $900 depending on these factors. If you hold the bond to maturity, your yield is essentially locked in. However, if you sell before maturity, market conditions impact your return: when interest rates fall, bond prices typically rise, resulting in higher retur
$SPDR S&P 500 ETF Trust(SPY)$ Eat a cup of tea at FOMC. A cup and handle pattern is formed when there is a price rise followed by a fall. The price rallies back to the point where the fall started, which creates a “U” or cup shape. The price then forms the handle, which is a small trading range that should be less than one third of the size of the cup. It can be horizontal or angled down, or it may also take the form of a triangle or wedge pattern. When the pattern is complete, a long trade could be taken when the price breaks above the handle. However, some traders make the mistake of assuming that once a U-shape forms, the price will drop to form a handle. It may not, so you should ideally avoid trading t
🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers
[Miser][Heart]Hello, Tigers,The Federal Reserve's interest rate cut cycle is expected to begin.During the interest rate decline cycle, as long as it's not a particularly recessionary economic environment or facing sudden economic or financial crises.The stock market $S&P 500(.SPX)$$Straits Times Index(STI.SI)$ can mostly maintain an upward trend in the medium to long term.Feel free to share your long-term investment opportunities in the comments.Recently, an important support feature has been launched in the Tiger APP:Check your"Profile", see the --> Cash Boost Account (CBA in short):Open a CBA today and Enjoy SGD 20,000 for unlimited trades on SGX by Oct.31 2024 Find out more
Buy low, sell high, sounds familiar? Dips or pullbacks are common occurrence in uptrends, so the term ‘buying the dip’ refers to the practice of buying an asset after it has declined in value, hopefully with some research that indicates it is likely to rise again following the dip. Buying the dip can be profitable, but there are no guarantees that any single trade will work out. Moreover, this drums up FOMO — or fear of missing out — a state of mind that can encourage some people to ‘buy the dip’. A catchphrase among traders A dip doesn’t have a fixed value attached to it. To a day trader, a dip may be a pullback of 1% from a recent high. A longer-term investor may consider a drop of 20% a dip. Therefore, ‘buying the dip’ is a concept, and only becomes a strategy once some personal rules a
Markets Anticipate Fed Rate Cut Amid Mixed Inflation Data
As the Federal Reserve’s September meeting approaches, speculation is growing over the magnitude of the expected rate cut. While many traders are pricing in a quarter-point reduction, recent market movements suggest the possibility of a half-point cut is gaining traction. Amid mixed inflation signals and cooling labor market data, all eyes are on how the Fed will respond. This report also highlights developments from the European Central Bank (ECB) and the Bank of Japan (BOJ), alongside key movements in precious metals and technology sectors. Federal Reserve Speculation and Inflation Data Fed Faces Tough Decision The Fed is set to make a critical decision next week, with the balance shifting toward a quarter-point rate cut. However, a recent decline in Treasur
This week I covered the following topics/ideas:1. Precious Metals: The gold bull market continues onwards and upwards, with silver also looking stronger, gold miners ticking along, and oil reaching an extreme low vs gold. 2. Defensive Value: Bullish on defensive stocks relative to $S&P 500(.SPX)$ as a bullish technical inflection point takes place against a backdrop of extreme cheap relative value, record low positioning/cap weight.3. Small Caps: Remain bullish small caps $iShares Russell 2000 ETF(IWM)$ given cheap absolute and relative valuations, potential upside from rotation out of tech and prospective monetary/macro tailwinds.4. Upside Downside: Reviewing the various upside vs downside risks helps