$Weibo(WB)$ 📈 🔺🅱️🆄🅻🅻🅸🆂🅷 🔺📈 I opened positions in WB 🇨🇳 - January effect stock. 🎯📈🎯 Weibo’s Comeback Story – Will $WB Soar in January? 🎯📈🎯 Kia ora Tiger traders! Brace yourselves – Weibo ($WB), the “X of China,” is back on the radar for what could be a January Effect leap! This stock has seen a jaw-dropping 95% drop from its all-time high, yet its book value has TRIPLED. 📉➡️📈 We’re looking at one of the most undervalued plays in Chinese tech, with fundamentals that could make even Warren Buffett raise an eyebrow! 👀💼 💼 The Low-Down on $WB’s Bargain Bin Price: • Price-to-Book Ratio: Just 0.5x – selling for half its book value! 🏷️💲 • P/E Ratio: Only 6x – you’d think it’s hiding on the clearance rack! 🛒 • Dividend Yield: 11% – cha-ching! Inve
With the U.S. election results approaching, bond market investors are on alert for potential impacts. While stock markets often take center stage, bond reactions are equally critical. For instance, iShares 20+ Year Treasury Bond ETF (TLT) surged nearly 2% on Monday as the election race tightened, reflecting bets on how bond yields might respond under each candidate. Here’s what to know about how the election could impact bonds and the other key factors to watch.How Trump and Harris Policies Could Differently Impact BondsMarket watchers believe Trump and Harris may have different impacts on bond yields. Over the past month, the 10-year Treasury yield rose when Trump’s odds improved, but it fell when Harris seemed more likely. Trump’s policies, viewed as more likely to increase deficits and
$ProShares Ultra Silver(AGQ)$ Uptrend since hitting $30.32. With US Presidential election, possible escalation of war in Middle East and further complications from North Korean Army entering Russian-Ukrainian war, the world just can't seem to take a break from risk and uncertainty. Gold and silver are still the goto safety hedge in times of crisis and uncertainty. Bitcoin has been touted as the new digital gold, however given its volatility, it will remain speculative and reserve for the gamblers, or speculators... for now. Correction might have set in lately for both of these precious metals, as long as the uncertainty holds, I expect the uptrend for both to be intact. With gold/silver ratios still favou
Options Market Statistics: Super Micro Stock Tumbles After Business Update; Options pop $Trump Media & Technology(DJT)$ shares were down 1% Tuesday, but surged more than 20% in the extended trade. The most traded calls are contracts of $40 strike price that expire on Nov. 1. The total volume reaches 14,402 with an open interest of 13,600. After markets closed on Tuesday, the company, reported a third-quarter operating loss of $23.7 million and a net loss of $19.2 million. It posted $1.0 million in revenue for the third quarter in addition to $4.7 million in interest income. As of Sept. 30, the company's balance of cash, cash equivalents, and short-term investments was $672.9 million with no debt. That
$Apple(AAPL)$ stock with High Valuation trading at PE 36.83 times its estimated earnings which is quite high compared to the average P/E ratio of the S&P 500. Price Book 58.93, FCF 30.84 times, Apple pays a small dividend, which may not appeal to income-focused investors. Discounted Cash Flow (DCF) Model: Some analysts using a DCF model estimate that Apple's fair value is around $113 per share, which implies a potential downside risk of about 24% from its current price. Warren Buffett's Berkshire Hathaway has been selling off a significant portion of its Apple stock, which has raised eyebrows and sparked speculation about the stock's valuation. Apple Market decline Slowing iPhone Sales: iPhone sales have been lackluster, particularly in key ma
Berkshire Hathaway's significant reduction in Apple stock holdings and the accumulation of a record cash pile have raised several questions about the future of Apple and the broader market. 1. Has the moat of Apple disappeared or not? Apple's "moat," or its competitive advantage, is a complex issue with varying perspectives. Some argue that Apple's strong brand loyalty, innovative products, and robust ecosystem continue to provide a significant moat. Others believe that increasing competition, particularly from Chinese smartphone manufacturers, could erode Apple's competitive advantage over time. 2. How will the stock move? Apple's stock movement will depend on various factors, including its financial performance, product launches, and overall market sentiment. While some analysts beli
Revisting this beautiful chart of $Alibaba(BABA)$$BABA-W(09988)$ . Of course the last thing we want to see is a breakdown below that new trendline.Mainland Chinese investors continue gobbling up shares through the StockConnect. They now own 3.6% or 691.4m shares. That's an increase of 46.9m shares over the past week.My estimates appear to be within ballpark that 20% to 25% of Alibaba's HK trading volume will be driven by mainland investors. That's not nothing.We are hitting peak SinglesDay shopping season in China. Plus, we have a likely boost to consumption via stimulus measures later this week. Expect that boost to be bigger should Trump win back the White House.ImageImage
1.Higher For Longer riskThe long-term rate of inflation model is unlikely to come down any time soon (outside of a deflationary recession), which means high bond yields may be here to stay (new higher range)Image2.I mean, there are exceptions to the rule, but it kind of makes sense right?yeah probably some selection bias going on... only founders who are able to transition to CEO will make it to and through IPO I would guessCould be some survivorship bias too. Company thriving, founder stays in place. Company not doing so well, founder gets replaced.Image3.Demographics = Destiny?...if so, maybe we need to take a closer look at Frontier Market equities!Image
Market SnapshotSingapore stocks opened higher on Wednesday. STI rose 0.1%; CapitaLandInvest, Genting Singapore, Sembcorp, Seatrium, and Singtel rose about 1%; NIO fell 1.7%; Olam fell 3.3%.Stocks to Watch$Singtel(Z74.SI)$: A China state-linked hacking group that breached the telco giant in June was part of a global campaign targeting telco companies and critical infrastructure operators, reported Bloomberg News on Tuesday. The breach is thought to have been a test by China for future cyberattacks on US telco firms, the news outlet said. Shares of Singtel closed up 1.3 per cent or S$0.04 at S$3.16 on Tuesday. $Prudential USD(K6S.SI)$: The insurer’s new business profit was up 11 per cent, on a cons