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11-05 10:22
Singapore's Banking Titans: Will DBS, OCBC, or UOB Break New Records This Earnings Season?
As Singapore’s top three banks prepare to release their Q3 earnings this week, investors have high expectations, especially as $DBS Group Holdings(D05.SI)$ achieved an all-time high of 39.7 SGD in mid-October. With $UOB(U11.SI)$ and $ocbc bank(O39.SI)$ also showing strong performances, many are asking: which of these giants might beat expectations and climb to new records? And importantly, what role will interest rate cuts by the U.S. Federal Reserve play in these outcomes? Performance Snapshot and Sector Dynamics The Singapore banking sector is unique, blending domestic strength with robust global networks, particularly in Asia. It also plays a crucial rol
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11-04
$Tesla Motors(TSLA)$ 🚀🌌🪐 Mars Awaits: President Trump of the Red Planet? Let’s Vote! 🌌🚀🪐 Kia ora Tiger traders! Hold onto your rocket boosters! Elon Musk has dropped the ultimate bombshell: Starship launches to Mars could kick off in just two years, with human missions by 2026! Imagine that, trading live from Mars, anyone? 📉👩🚀 This isn’t just space exploration; it’s the dawn of a new market frontier. And every good colony needs a…leader! How about this for a twist? Let’s nominate Donald Trump as the first-ever President of Mars! 🎩👔 Who better to bring “big ideas” to the Red Planet, right? Just picture it: “Mars…made great again.” 😉 🌠 Starship Buzz: Analysts and Insider Takes The space sector is heating up, and Wall Street analysts are alrea
TOPTui Jude: The orange hair on Mars would be a great match for the Mars landscape - he's already prepped 🤣🤣🤣
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11-04
TOPCongratulations on your recent gains! Your dedication to value investing is clearly paying off. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹🤩💰 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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11-04
$SUPER MICRO COMPUTER INC(SMCI)$ To determine the exact reason for SMCI's share price rise today, it's best to consult real-time financial news and analysis. However, I can provide some potential factors that could have influenced the increase: * Positive Earnings Report: If SMCI recently released a positive earnings report, it could have boosted investor confidence and driven the share price up. * Strong Financial Performance: Strong financial performance, such as increased revenue, profits, or improved margins, can also positively impact the share price. * Positive Analyst Ratings: Upgraded ratings or positive analyst comments on SMCI's stock can attract investor interest and lead to price increases. * Industry Trends: P
TOPYour portfolio is a shining example of what smart investing looks like. Congratulations on your achievements! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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10-30
GSK: Earnings Confirm It's On Track To Meet Guidance
GSK is on track to achieve its guidance for 2024, with its Q3 2024 and 9m 2024 results today. For 9m 2024, the company's turnover growth at 9% is at the upper end of the guidance range and core EPS growth of 14% exceeds it. While the numbers slumped in Q3 2024, this was expected, especially as reported earnings absorbed Zantac related payouts. They are unlikely to impact full year figures, however. In the meantime, the forward P/E is attractive and the dividend yield isn't bad either. Wirestock British pharmaceutical company GSK (NYSE:GSK) reported its third quarter (Q3 2024) and nine months 2024 (9m 2024) results earlier today, which indicate tha
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10-31
AbbVie: 3 Positives From The Earnings Report
It is no surprise investors have responded positively to AbbVie's latest results considering revenue growth, earnings outlook upgrade, and dividend increase. The company also has growth catalysts in place, especially with its treatment for Parkinson's disease showing positive trial results. However, its P/E is high for now, and its recent acquisition of Aliada Therapeutics risks being a drag on earnings. For medium to long-term investors, though, there is still a lot going for ABBV. hapabapa/iStock Editorial via Getty Images Since I last checked on pharmaceutical company AbbVie Inc. (NYSE:ABBV) in August, it
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11-01
Ralph Lauren: Attractively Priced As Margins Expand
Ralph Lauren is an outlier luxury stock, with a double-digit price rise YTD, even as the sector struggles. Revenues continue to grow, even if slowly, particularly in the challenged China market. Margins are forecast to expand as well. While the stock's forward P/E is elevated compared with peers, it's still rather attractive compared to its own past average. winhorse If there's any outlier luxury stock out there right now, it has to be Ralph Lauren (NYSE:RL). The S&P Global Luxury Index (SPGLGUN) is down by ~4% year-to-date (YTD), but in sharp contrast, RL is up by 40%. Signs that it's undervalued were visible even when I
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11-02
Jobs Report Sends Mixed Signals, But Another Rate Cut Is Still Very Likely
In an unusual labor market report, the unemployment rate stayed steady while payroll figures took a nosedive in October, which is explained by estimation differences. With temporary reasons affecting payroll figures, though, a big rate cut from the Fed is unlikely, although there's still good reason for one. With a fairly strong macro-picture in place right now, investors might stand to gain from making some braver, though still careful, choices. David Ryder/Getty Images News The October jobs report released earlier today reflected mixed signals, with the unemployment rate remaining unchanged on the one hand and a dramatic drop in non-farm payroll increases on the other. Factors like Boeing's (
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11-05
$Advent Technologies Holdings, Inc.(ADN)$ Whoopeee do - this Advent Technologies skyrocketing
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11-05
$SONO 20241115 12.5 CALL$ Taking profit before the earnings call and US election.
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11-05 09:37
$SPX came within striking distance of confirming the bullish WXY model at 5777!
$.SPX(.SPX)$ came within striking distance of confirming the bullish WXY model at 5777!I'm leaning toward a completed setup here, signaling the beginning of the final ascent—Wave C of [W5] of Wave 5—eyeing the bold 6000 target.If there's a final pullback, look for Wave B to bottom around 5700-5650 before the last surge kicks in. The time is coming !! $.DJI(.DJI)$ to 43.5-44k and SPX to 6000 then they both drop 40-60% $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2412(ESmain)$ $NASDAQ 100(NDX)$ $E-mini Nasdaq 100 - main
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11-05 09:41
What's happening inside Estee Lauder?
What's happening inside $Estee Lauder(EL)$ ?I don't invest in consumer stocks, but this is an interesting one.- All measures of profitability are down over the last 5 years.- Return on capital has plummeted since 2019.- Margins have weakened as COGS and SG&A have gone up.- Leverage and cost of debt also up.Companies selling to other companies enter into long-term contracts, which can mean highly predictable and recurring revenue,While a fair number are seemingly more expensive than the S&P 500, the potential of these companies to continue growing their FCF at above market rates remains.Image
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11-05 09:47
Global Equities Expected Returns
Given all that I mentioned above, and the rather stark reading at the left hand side of the chart (probably the least believable for most people, if I had to guess), I thought it might be useful to share a couple more charts which provide a look at the concepts and inputs/breakdown for the equity expected returns, but also presents some historical context (e.g. how the past 5-years total returns compare to the forward looking return expectations).First, in terms of the components, the equity expected return outputs are the sum of: dividend yield (+buyback yield adjustment) + expected earnings growth + valuation adjustment + USD hedging/FX adjustment (for global ex-US).In other words: income + earnings growth + valuation change. Historically the income part tends to be reasonably steady, th
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11-05 09:48
Chart of the Week - What to Expect
So you’re probably thinking —given the US election is hours away (from the time of writing), that this note is going to be yet another blab of blibber blubber about what to expect with the election…But there’s a couple of things on my mind that I think should also be on your mind. This is note is therefore more bigger picture, more longer-term focused, and I would say much more useful for asset allocators and those who’re not completely caught up in the short-term noise/news.We’re of course talking about asset class expected returns.This is an area that can be a bit controversial because the mechanics of the math with these things tends to result in sometimes deeply contrarian outputs, and hence will often hurt feelings and present dissonance with deeply-ingrained recency bias.For instance
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11-05 09:52
Daily Charts - Small Caps set to turn the corner?
1.Small Caps set to turn the corner? $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2412(ESmain)$ Image2.Just buy low and sell high...(but what about the rest of the time??)Here's how value investing *really* works: Image3.Academic finance has its fair share of critics, and sometimes justifiably so, but I think this chart is a perfect case study of the academicians getting it right at least once.They say market anomalies will eventually get arbitraged away, and it sure looks like that's exactly what's happened to the "index effect"stocks used to get a big boost from being added to the index, and suffer large declines when getting boo
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11-04
Why NVDA is a Strategic Power Play with Dow Entry
$NVIDIA Corp(NVDA)$’s entry into the Dow Jones Industrial Average on November 8 marks a seismic shift in the tech sector, replacing $Intel(INTC)$, a long-standing semiconductor powerhouse. This move is not just a recognition of Nvidia’s massive success and pioneering role in artificial intelligence (AI) and high-performance computing; it’s also symbolic of a broader transformation in the semiconductor industry. The stakes are high for Nvidia—joining the Dow means taking on both new opportunities and some distinct challenges. But after examining past trends and Nvidia’s current momentum, I believe the company is well-positioned to maintain its upward trajectory, though it will need to be mindful of new pre
TOPIt's an exciting time for NVDA
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11-04
Market Highlights 💡 - 4 November 2024
Wall Street remains stable during earnings season; Hong Kong markets perform strongly due to robust housing sales. 🇺🇸 S&P 500 Index: 0.41% 📈 🇺🇸 Nasdaq Index: 0.80% 📈 🇪🇺 Stoxx 600 Index: 1.09% 📈 🇯🇵 Nikkei 225 Index: -2.63% 📉 🇭🇰 Hang Seng Index: 0.93% 📈 🇨🇳 CSI 300 Index: -0.02% 📉 🇸🇬 Straits Times Index: -0.08% 📉 U.S. stock markets rebound, with the S&P 500 and Nasdaq Composite rising 0.4% and 0.8% respectively, driven by strong earnings from Amazon, whose shares climbed 6.2%, partially offsetting pessimism regarding a significant decline in U.S. job growth in October. Non-farm payrolls in the U.S. fell to 12,000 in October, far below the forecast of 106,000 and down from 223,000 the previous month. Hurricanes and labor strikes have left the airline and manufacturing sectors vulnerabl
TOPHere are some relevant news articles related to the stocks you mentioned: NVIDIA Corp (NVDA): US Stocks to Watch | Nvidia, Apple, DJT, Viking Therapeutics, Talen Energy, and More: This article provides an overview of various stocks to watch, including Nvidia. Nvidia Shares Gained 3% As to Take Intel's Spot on Dow Jones While Intel Slumped 3%: Nvidia will replace Intel in the Dow Jones Industrial Average, reflecting the shift in the chipmaking market. Nvidia Replacing Intel In The Dow Changes Dividend Investing As We Know It: The inclusion of Nvidia in the Dow Jones Industrial Average marks a significant event in dividend investing. 24H｜XPeng Jump 5%; Nvidia Gains 3%; Intel Dips 2%; DJT Drops 3%; Viking Therapeutics Soars 21%: An overview of the stock market movement, including Nvidia and Intel. Amazon.com (AMZN): US Regulator Rejects Amazon-Talen Nuclear Power Agreement: The Federal Energy Regulatory Commission rejected an agreement that would have allowed an Amazon data center to tap into power from a nuclear plant. Option Movers | Nvidia to Join Dow Jones Industrial Average, Options Pop; Tesla Sees Bearish Sentiment: Amazon's strong earnings countered a drop in U.S. job growth in October. Amazon price target raised to $230 from $210 at Morgan Stanley: Morgan Stanley raised its price target on Amazon.com. Here's the big barrier Amazon stock must overcome to reach fresh highs: An analysis of the challenges Amazon stock faces to reach new highs. Intel (INTC): Nvidia Shares Gained 3% As to Take Intel's Spot on Dow Jones While Intel Slumped 3%: Nvidia will replace Intel in the Dow Jones Industrial Average, reflecting the shift in the chipmaking market. Nvidia Replacing Intel In The Dow Changes Dividend Investing As We Know It: The inclusion of Nvidia in the Dow Jones Industrial Average marks a significant event in dividend investing. Option Movers | Nvidia to Join Dow Jones Industrial Average, Options Pop; Tesla Sees Bearish Sentiment: Intel's shares slumped while Nvidia's gained as Nvidia joined the Dow Jones Industrial Average. Asian markets mixed on Monday, Japan closed for holiday: An overview of the mixed performance of Asian markets, including Intel. Please note that these articles are for informational purposes only and do not constitute investment advice. Make sure to conduct thorough research and consult with a financial advisor before making any investment decisions.
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11-05
I believe Palantir's stock is currently overvalued, even in light of its strong earnings. The company’s growth and financial performance are impressive, but the high valuation seems to be driven more by market hype and investor enthusiasm than by fundamentals alone. In this kind of market, it’s essential to exercise caution and avoid getting swept up in the fear of missing out (FOMO). While Palantir has potential, its valuation may not be sustainable if expectations outpace actual growth. Careful analysis and a disciplined approach are critical here, as it's easy to get caught up in the excitement without fully considering the risks.
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11-05
I believe Apple is a remarkable company with a strong track record, regardless of whether Berkshire Hathaway holds or reduces its stake. However, Berkshire’s recent decision to significantly cut its Apple holdings does signal a potential need for caution. This move might reflect concerns about Apple’s valuation or simply Berkshire’s strategy to diversify, but it’s a reminder that even high-quality stocks can reach prices where the upside may be limited. While Apple continues to lead in innovation and customer loyalty, its current stock price is indeed high, and this could limit short-term gains. For now, I’m holding back from buying Apple shares, as I prefer to avoid jumping in at such elevated levels. Exercising patience and waiting for a better entry point could be a more prudent approa
TOPTotally get that perspective! Sometimes patience pays off more than jumping in at peak prices.
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