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BrianTycangco鄭彥渊
·
10-05

Chinese tech stocks end the week on a strong note!

Chinese tech stocks end the week on a strong note!
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BrianTycangco鄭彥渊
·
10-05

Will tariffs in Europe make Chinese EV firms cry?

$NIO Inc.(NIO)$ $NIO-SW(09866)$ drops 3.2% following the EU’s decision to impose tariffs on Chinese EVs. Now trading at an 8% discount to the HK traded shares. Makes little sense as Europe accounts for a small portion of Nio’s business. The China EV market is where the action is at today and where $NIO Inc.(NIO)$ $NIO-SW(09866)$ $Li Auto(LI)$ $LI AUTO-W(02015)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ will learn to thrive or fail in the most competitive mar
Will tariffs in Europe make Chinese EV firms cry?
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SmartReversals
·
10-05

$SPX - Hanging Man at the Volume Shelf

$S&P 500(.SPX)$ - Hanging Man at the Volume ShelfThe Point of Control acted as a bouncer considering the economic news, aspects to consider:*Orange arrows highlight similar candles preceding declines.*Green arrows highlight similar candles followed by bullish continuation, both had oscillator in uptrend, not the case this time, and comparable with the red circle.*The higher Bollinger band is narrowing, as red arrows highlight in previous occurrences of bearish continuation.Different indicators suggest caution is still key, Support levels must be used as insurance reference.Imagehttps://twitter.com/SmartReversals/status/1842300017819726230
$SPX - Hanging Man at the Volume Shelf
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WallStreet_Tiger
·
10-05

NIO’s Defining Moment Has Arrived!

$NIO Inc.(NIO)$ $NIO-SW(09866)$ just released its September delivery data, and with ONVO deliveries steadily growing, it almost broke its June delivery record. L60’s current sales/delivery trend suggests that NIO could see a boost in Q4 deliveries. At the end of September, NIO also announced a partnership with new strategic investors. NIO’s risk profile is improving, and despite the recent surge in its stock price, it’s not too late to take a long position.Expected Delivery IncreaseIn September, NIO delivered 21,181 electric vehicles, up 35.4% year-on-year. It marked the fifth consecutive month where NIO delivered more than 20,000 cars to customers. For Q3, NIO delivered 61,855 EVs, up 11.6% from the prev
NIO’s Defining Moment Has Arrived!
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nerdbull1669
·
10-06

Potential Opportunity In Oracle (ORCL) As AI Stocks Build Rally

In early September, we saw $Oracle(ORCL)$ delivered strong first-quarter results that topped analysts’ forecasts and announced a new partnership with the most dominant cloud infrastructure provider, Amazon Web Services Inc. Their shares hit an all-time high in extended trading on 09 September, and their CEO also highlighted strong growth across a number of other metrics during the quarter — including all of its main business segments. Cloud services and license support revenue rose 10% from a year earlier, to $10.52 billion, ahead of the Street’s consensus estimate of $10.47 billion. Meanwhile , cloud infrastructure revenue grew 45%, to $2.2 billion, up 45%, while also accelerating from the prior quarter, when it grew by 42%. So in this artic
Potential Opportunity In Oracle (ORCL) As AI Stocks Build Rally
TOPTaurus Pink: [Bared teeth] [Bared teeth] [Bared teeth] [Bared teeth]
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NAI500
·
10-05

Investors to Rebounding China Stocks: Funding Source?

As investors scramble to seize new opportunities, China’s stock market surge is shaking up global portfolios. Market analysts say that with China rolling out aggressive economic stimulus, funds that previously favored Japanese and Southeast Asian stocks are now reversing course.Investors Flock to China as Stock Market SurgesStocks in markets like South Korea, Indonesia, Malaysia, and Thailand have seen net outflows. BNP Paribas even reported that over $20 billion has flowed out of Japan’s stock market in just the first few weeks of September.This shift could signal the end of strong performances for Asian markets outside of China. Earlier this year, India’s stock market soared on accelerating economic growth, and Southeast Asia was boosted by U.S. interest rate cuts, which helped regional
Investors to Rebounding China Stocks: Funding Source?
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Value_investing
·
10-05

Weight Loss + Anti-Aging: Is BIOA the Next Eli Lilly?

In the past five years, $Eli Lilly(LLY)$ stock has skyrocketed more than 736%, driven mainly by its blockbuster type 2 diabetes and weight loss drugs. But the market never runs out of potential big winners, and there’s a new IPO in the biopharma space that might just be the next Lilly. $BioAge Labs Inc.(BIOA)$ , a biopharma company that recently completed its initial public offering (IPO) and is gearing up to take on the same obesity treatment market as Eli Lilly—plus another massive market: anti-aging drugs.On September 25th, BioAge raised $238.3 million in its IPO. Before that, the company had raised a total of $321 million from private investors and venture capital firms. And with only $51.5 million in
Weight Loss + Anti-Aging: Is BIOA the Next Eli Lilly?
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Long_Equity
·
10-06

Here's a quick analysis of $FICO

Here's a quick analysis of $Fair Isaac(FICO)$ 1. Return on capital has been growing over the last decadeImage2. FCF per share has been growing exponentiallyImage3. The business has become increasingly efficient, resulting in expense margins coming downImage4. Long-term debt is a big part of its balance sheet, but the cost of servicing this debt (interest expense) seems manageable.Image5. FICO has been active in buying back its stock.Image6. FICO's FCF yield has significantly decreased over the last decade.ImageWhat are your thoughts on FICO?https://twitter.com/long_equity/status/1842499610108924266
Here's a quick analysis of $FICO
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SmartReversals
·
10-06

$SMH - Hanging Man Versus Bullish Oscillator

$VanEck Semiconductor ETF(SMH)$ - Hanging Man Versus Bullish OscillatorUsually a bearish candle, and the oscillator did not complete the move to oversold zone.BUT the Bullish crossover in the oscillator PLUS the bullish crossover between 20 and 50DMA suggests that a bull leg is starting for semis.A key level that must hold in October is $238. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ Imagehttps://twitter.com/SmartReversals/status/1842567897257762818
$SMH - Hanging Man Versus Bullish Oscillator
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979
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SmartReversals
·
10-06

$AMZN - Indecision Candle below the 20DMA

$Amazon.com(AMZN)$ - Indecision Candle below the 20DMA:This hanging man type candle is usually bearish, and the daily volume indicates the formation has validation.It's also important to watch the oscillator, which shows a bullish crossover coming from oversold levels.What is more important here: Price action or Oscillator?The occurrence in August suggests that bullish continuation is likely. Measuring risk with Support levels is key, and being mindful of $Cboe Volatility Index(VIX)$ .Imagehttps://twitter.com/SmartReversals/status/1842565670724096274
$AMZN - Indecision Candle below the 20DMA
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194
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SmartReversals
·
10-06

The Bullish Percent for SPX reached 80

The Bullish Percent for $S&P 500(.SPX)$ reached 80: In the last 3 years it has preceded a pullback, as pointed by red arrows. There have been pullbacks also after losing 70, as pointed by yellow arrows.Does it have to be a crash? no, but it suggests patience and risk management.The put to call ratio is another chart to watch, get access here👇and form your own criteria. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ Imagehttps://twitter.com/SmartReversals/status/1842626089505435982
The Bullish Percent for SPX reached 80
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RAJAH88
·
10-06

Riding the Post-Golden Week Bull - Let's Go China.

On Tuesday, the entire nation of China will be back to work. If you've been following Chinese social media, you'll have noticed a surge of interest in investing in the Chinese stock market over the past few days. Some mainlanders are even going as far as refinancing their homes to free up capital. The level of enthusiasm to jump back into the market after the Golden Week holiday is something we haven't seen before in the history of the Chinese stock market.Some may argue that this is only a short-term effect, but the Chinese market has been depressed for so long, and many Chinese companies' valuations no longer make sense – they are relatively cheap. This bull run is bound to benefit some of the most well-run and long-undervalued Chinese companies. The question is, what are your top picks
Riding the Post-Golden Week Bull - Let's Go China.
TOPgds: explosive events gonna happen. stay vested. dyodd
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Shernice軒嬣 2000
·
10-06

Is the Recent Surge in China's Stock Market Real or Just a Bubble?

Board the ship now, best has yet to come.  This article is written by Shernice, if you like my article, please hit the like button.  $KraneShares CSI China Internet ETF(KWEB)$  $PING AN(02318)$  As we analyze the current atmosphere of the Chinese stock market, a pressing question emerges: Is this rally genuine or merely an illusion? Beyond examining news reports, it’s crucial to assess whether real capital is flowing into the Chinese market. Since the People's Bank of China introduced aggressive policies on September 24, we’ve witnessed a remarkable surge in Chinese stocks. With trading set to resume on October 8 after the Natio
Is the Recent Surge in China's Stock Market Real or Just a Bubble?
TOPkoolgal: Thanks for sharing your valuable insights on the Chinese Market. I also believe that there is still more room for the stocks to go higher.
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TBITrades
·
10-06

TBI's Thoughts [5]: Alcoa (NYSE: AA)... Is Aluminum the New Craze?

Hi everyone. Today, I’m covering one of the largest producers of aluminum in the world: Alcoa Corporation (NYSE: AA) The monthly chart shows AA with a series of equal highs around the 98-100 area, albeit with a series of long-term higher lows since 1972. This suggests long-term consolidation within a range that gradually gets tighter and tighter with time. The Stochastic made its first bullish crossover in several months following September’s large engulfing candle. Thus far, we have seen consolidation within last month’s range. We can also see a shorter-term bullish megaphone pattern (higher highs, lower lows) that found support at the newly-confirmed 1972 trendline. The weekly chart shows a breakout from the Mar’22 resistance trendline (in pink), and a support trendline dating back to Ju
TBI's Thoughts [5]: Alcoa (NYSE: AA)... Is Aluminum the New Craze?
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KYHBKO
·
10-06

Earnings Calendar (07Oct24) - is it time to have a Pepsi?

Earnings Calendar (07Oct24) Q4/2024 has started. There are some interesting earnings in the coming week namely, PEPSICO, Wells Fargo, and BlackRock. Let’s look Pepsico. The stock price grew 4.92% compared to a year ago. Investing dot com has a “Buy” rating from Analysts Sentiment, a price target of $182.71 that suggested an up side of 8.78%. Observations:  Revenue grew from $66.6 billion in 2014 to $91.4 billion in 2023.  Operating profit grew from $9.5 billion in 2014 to $12.9 billion in 2023.  The 10-year median margin for gross profit stands at a strong 54.5%.   The 10-year medium margin for free cash flow stands at a strong 15.0%   Earnings per share grew from $4.27 in 2014 to $6.56 in 2023.  The price earning P/E ratio stands at 24.2. 
Earnings Calendar (07Oct24) - is it time to have a Pepsi?
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KYHBKO
·
10-06

Economic Calendar (07Oct24) - CPI results will be released this week

Public Holidays China is closed on 7th Oct 2024 - last day of the Golden Week holiday. Hong Kong is closed on 11th Oct 2024 - Chung Yeung Day. There are no public holidays in the coming week in America and Singapore. Economic Calendar (07Oct24) Notable Highlights The most watched macro-economic data will be that involving consumer price index (CPI) the market is expecting a year-on-year CPI of 2.3%. If the actual is better than the forecast, this should be bullish for the market.  The month on month PPI will be released in the coming week. This data reveals the price inflation that hits the producers. After hitting the producers, this inflation of cost would likely be passed on to consumers for price inelastic product.  The 10-year note auction and t
Economic Calendar (07Oct24) - CPI results will be released this week
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KYHBKO
·
10-06

News and my thoughts from last week (07Oct24)

News and my thoughts from last week (07Oct24) - debt, supply chain issues & supply chain How long more before households are crushed under a 28% credit card interest rate? - Forbes US national debt JUMPED $345 BILLION in 3 days and hit a WHOPPING $35.7 TRILLION, a new all-time high. Since 2020, federal debt SKYROCKETED by $12.5tn while the US GDP by $7.1tn. Debt is rising almost TWICE as fast as the economy. - X user Global Markets Investor Debt is one of the likely culprits to bring down the economy. Avoid leverage. Real estate debt bubble in the US in 2007 looks almost cute in this chart. - X user Michael A. Arouet A staggering 75% of inbound containers return to their origin empty, illustrating the complexities of U.S. trade dynamics - QZ More than 20,000 shipping containers have tu
News and my thoughts from last week (07Oct24)
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KYHBKO
·
10-06

My Investing Muse (07Oct24) - manufacturing, layoffs and hedging

My Investing Muse (07Oct24) Layoffs & Closure news The Ministry of Manpower (MOM) has met with consumer electronics giant Dyson to work on an ‘amicable solution’, after the company gave a labour union just one-day’s notice of its retrenchment exercise. - Straits Times Dyson conducted a round of layoffs in Singapore on Tuesday (Oct 1) in a “surprise” move. This comes about three months after a global restructuring that involved about 1,000 job cuts in Britain. - ChannelnewsAsia Samsung axes thousands of jobs in global layoff round, including Singaporean ones. - Vulcan Post Amazon may eliminate approximately 14,000 manager positions by early 2025, potentially saving up to $3 billion per year, according to a recent Morgan Stanley analysis - Times of India Flexport cut about 2% of its U.S.
My Investing Muse (07Oct24) - manufacturing, layoffs and hedging
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TRIGGER TRADES
·
10-07

The $SPX is on its last leg

We’re not just in the final stretch of the rally from 2022, but from 2009 (!!). The $S&P 500(.SPX)$ is on its last leg, heading for 5850-6000. After that? The fall begins.Once the ABC pattern completes from 08/05, it’s game over. A multi-year bear market looms — we could see the collapse start by the end of the month or around election time! As long as we stay below 6118.34, the downside is unavoidable. Get ready for a market reset. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2412(ESmain)$ $NASDAQ(.IXIC)$ $NASDAQ 100(NDX)$
The $SPX is on its last leg
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Travis Hoium
·
10-07

What If The Economy Is Booming?

On the surface, the market had a pretty quiet week. But underneath, there’s a tension that seems to rip the market in different directions. On one hand, we’ve been hearing for months that consumer spending is weakening, and evidence has shown that unemployment is a growing problem as consumers deal with higher costs.On the other hand, data this week showed a great labor market and falling inflation just as the Fed started cutting rates, which could be great for the economy and the market.I’ll get into why I’m comfortable with my investments no matter what happens below.What If Everything Is Fine?On Friday, the Bureau of Labor Statistics released a jobs report that showed 254,000 jobs were added to the economy, and the unemployment rate fell slightly to 4.1%. That goes against the concern t
What If The Economy Is Booming?
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