$Walt Disney(DIS)$ Shares of Disney climbed 7% to $110 by midday, hitting its highest intraday share price since early May as Wall Street responded favorably to better-than-expected quarterly earnings and guidance. The company said it expects a $875 million jump in operating profits for its direct-to-consumer entertainment division which includes its Disney+, Hulu and ESPN+ streaming services for the 12-month period ending next September. That equates to $1.01 billion profit guidance for the unit, which brought in $143 million in Disney’s 2024 fiscal year, which in turn was a major improvement from years of massive losses, with the streaming division losing $8.2 billion from the 2021 to 2023 fiscal years. The c
Latest BNPL News There is another “Buy now, pay later (BNPL)” provider that is seeking a US IPO—Klarna, as per the screenshot above. What does this mean for consumers and the economy? As a prudent person, I have minimized my exposure to debts or credit facilities. The ones that I had included a home mortgage, automotive (car) loan, and study loan (for my tertiary education). Executive Summary Summary of the BNPL Situation in the USA The BNPL industry in the US has seen rapid growth, particularly among younger demographics. While it offers convenience, it also poses risks: Key Points: Rising Delinquencies: BNPL delinquency rates have increased, outpacing those of traditional credit cards in some cases. Hidden Debt: BNPL debt is often not reported to credit bureaus, creating a "phantom debt"
Is Selling Early Better Than Missing Out on Future Gains? The world of investing is fraught with tough decisions, and one of the most common dilemmas investors face is deciding whether to sell an asset early or hold on for potentially greater future gains. This decision is not just about numbers—it involves balancing risk tolerance, personal goals, and market realities. So, is selling early better than missing out on future gains? Let’s explore this question in detail. The Case for Selling Early 1. Locking in Profits Selling early ensures that you secure a profit, avoiding the possibility of a market downturn that could erase your gains. Many seasoned investors follow the principle of “a bird in the hand is worth two in the bush,” preferring certainty over speculative future rewards. 2. Ri
$Singtel(Z74.SI)$ SingTel - The results was gd yet the price is still stucked in a consolidation mode price patterns! Interim dividend plus special of 8.9 cents is superb and bringing her yearly dividend back to their record yearly dividend of 17.5 cents. I think the management has done a great job of unlocking assets values to reward shareholders with higher dividend paying out! if lets says Final dividend also another 8.9 cents plus interim 8.9 cents, total 17.8 cents which is slightly higher than 17.5 cents their usual dividend payout in the past. I think yield of more than 5.6 percent is quite a gd yield level. I think with higher dividend paying out we may see some buying interest for this counter. Yesterday had Muji set meal for din
🌟🌟🌟Tencent $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ $Tencent HK SDR 10to1(HTCD.SI)$ has just released an Excellent Q3 24 Earnings report on November 13 2024. Tencent Total revenue was RMB 167.2 billion (USD 23.9 billion) up 8% compared to previous year quarter. Gross Profit was RMB 88.8 billion (USD 12.7 billion) up 16% year over year. On a non IFRS basis which is intended to reflect core earnings by excluding certain one time and /or non cash items, Tencent's Operating Profit was RMB 61.3 billion (USD 8.7 billion), up 19% year over year. Operating ma
Not Too Long Ago. It wasn’t too long ago that $Palantir Technologies Inc.(PLTR)$ finally earned its birth rights and joined the S&P 500 index on Mon, 23 Sep 2024 after a few rounds of missed selection opportunities. (see below) Since its inclusion, PLTR has seen its stock price soared by a fantastic +55.94% between 23 Sep 2024 and 14 Nov 2024; just short of 2 months upon inclusion. (see below) Oops, I Did It Again ! On Thu, 14 Nov 2023, PLTR made yet another ‘good surprise’ announcement. This time the #1 AI software provider announced after market close that it will transfer the listing of its Class A common stock from the New York Stock Exchange to the Nasdaq Global Select Market. Palantir said it expects to begin trading as a Nasdaq-listed c
PDD Sees Bulls Pour Millions of Dollars Into Call Options After Tepper Boosts Stake $Pinduoduo Inc.(PDD)$ saw bulls pour millions of dollars into call options after billionaire David Tepper's Appaloosa Management boosted its stake in the parent company of online retailer Temu. Appaloosa added 3.36 million PDD American depositary receipts to its portfolio, taking its stake in the company to 456.7 million ADRs as of Sept. 30, according to Bloomberg data from the investment firm's 13F filing with the Securities and Exchange Commission. That position was valued at $714.5 million. On Friday afternoon an active buyer paid a $2.91 million premium for call options that gives the holders the right to bu
What Investors Need to Know Ahead of Nvidia Q3 Earnings $NVIDIA Corp(NVDA)$ is set to announce its Q3 2024 earnings on November 20 after market close. Investors will look at the company’s full-year forecast alongside positive sentiments surrounding the next-generation Blackwell chips. Consensus Estimates - The analyst consensus has Nvidia reporting revenue of $33.03 billion, up 82% year-over-year. The world's most valuable company’s stock has nearly tripled in 2024 driven by demand for the company’s family of AI chips—including its next generation Blackwell graphics processing units. -Earnings are expected to be $0.70 per share in the third quarter, up 88.11% from the year-ago quarter. Nvidia's data cente
A More Patient Fed: Balancing Fiscal Optimism and Healthcare Volatility
Summary and Key Catalysts After Wall Street's record-breaking highs on November 11, the excitement quickly faded. European markets were the first to react negatively, adjusting downward due to the looming threat of stricter US tariffs as Donald Trump prepared to take office. US indices soon followed, concerned that the Federal Reserve might slow down future rate cuts, leading to increased market volatility. Fed Chair Powell's Remarks Stall Optimism Markets were already trending downward when Federal Reserve Chairman Jerome Powell addressed the Dallas Regional Chamber, signaling a more measured approach to monetary easing. Powell stated, "The economy is not sending any signals that we need to be in a hurry to lower rates." His comments dampened expectations for aggressive rate cuts, driving
🌟🌟🌟Alibaba $Alibaba(BABA)$ $BABA-W(09988)$ $Alibaba HK SDR 5to1(HBBD.SI)$ has just released its September Quarter 2024 results on Friday which was mixed, sending its shares down by 2.1%. Alibaba posted adjusted earnings per share of RMB 15.06 (USD 2.15) which beat analysts expectations of RMB 14.79 but falling 4% year over year. Revenue was RMB 236.5 billion (USD 33.7 billion) , up 5% year over year but slightly below Analysts expectations of RMB 239.97 billion. Alibaba's core China commerce retail business saw customer management revenue increase 2% year over yea
Why do Trump-era tariffs pose a greater threat to China’s economy now?
China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a "bazooka" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and
Why MARA’s Recent Sell-Off May Signal a Buying Opportunity
I’ve been tracking $Marathon Digital Holdings Inc(MARA)$ closely, and despite the initial sell-off following its wider-than-expected third-quarter loss, I believe there’s a compelling case for a potential reversal. The stock’s post-election rally faced a strong pullback after the earnings report missed expectations, but a closer look at the candlestick patterns and the overall market context suggests we could be witnessing a bottoming process. Let’s start with the facts. MARA’s third-quarter earnings report showed revenue of $131.6 million, an increase from $97.8 million in the same period last year. However, it fell short of the $146.7 million consensus estimate. The company also posted a net loss of $124.8 million, significantly wider than the $
SGX Weekly Review|SingTel Sees Improved Full-Year Growth; Frasers Sees Earnings Jump
Singapore shares inched 0.55% higher this week as Fed signals slower pace of rate cuts. Fed Chair Jerome Powell said on Thursday the central bank did not need to rush to lower interest rates due to ongoing economic growth, a solid job market and inflation that remains above its 2% target.In terms of star stocks, Riverstone jumped 10.99%; Frasers Property gained 3.37%.Market NewsSingTel sees improved full-year growth as half-year profit risesSingapore Telecommunications posted a 6% rise in underlying net profit for the half-year and gave improved guidance for the full year on Wednesday, underpinned by strength at its Australia unit Optus and technology services business NCS.Southeast Asia's largest telecoms provider also said it expects its earnings before interest and tax (EBIT) to grow at
Rolling Calls 7 Times in 2 Months, Learning from Billion-Dollar Whales to Lock in Upside Profits
On November 12th, two large bullish option trades printed in $Coinbase Global, Inc. (COIN)$ - buying the February 21st $230 calls for $221 million, and the February 21st $320 calls for $111 million. Upon verification, these were part of a combined roll, with the actual activity being:Close (Sell-to-Open) $COIN 20250221 230.0 CALL$ Roll (Buy-to-Open) $COIN 20250221 320.0 CALL$ Tracing back their rolling history, shockingly this firm has rolled their COIN calls 7 times in under 2 months. Let's review these 7 rolls, using it as an opportunity to explain three frequently asked questions:What is a roll?Identifying
On Thu, 14 Nov 2024 US market continued to head south amid US economic reports released over the past 2 days. Although looking superficial, the data nonetheless, has traders worried. By the time 4:00pm came around: (see above) DJIA: -0.47% (-207.33 to 43,750.86). S&P 500: -0.60% (-36.21 to 5,949.17). Nasdaq: -0.64% (-123.07 to 19,107.65). In fact, US market has been falling steadily since Mon, 11 Nov 2024. Looks like, the post presidential election ‘euphoria’ has dissipated, and US economic reality have taken over. It does not help too that incoming president trump, has been updating his lineup of staffers, making up the next administration, each a hardliner. This has sent chills down the spine of the US market, with many predicting the next 4 years, will be a painful one. Fortunately
Strong Pullback for Better Entries:BTC, MSTR, MARA, COIN
Strong pullback over the last couple sessions, but this was due for some short term mean reversion. Below are some of my observations.Current $Bitcoin(BTC.USD.CC)$ setup I'm watching on the 2 hr chart today, currently sitting just under this downtrend resistanceMichael Saylor tells CNBC $MicroStrategy(MSTR)$ may raise $42 billion to buy #Bitcoin "much before" their original plan of 2-3 years $Marathon Digital Holdings Inc(MARA)$ also have confidence of holding $Grayscale Bitcoin Mini Trust(BTC)$ Image$Coinbase Global, Inc.(COIN)$ this is shaping up to be a beautiful retest
2024 13F: How Do Institutions Change Their Portfolio?
Buffett bought in $Domino's Pizza(DPZ)$ and swimming pool supplies distributor $Pool(POOL)$ in Q3;Both JPMorgan, Morgan Stanley, and BlackRock increased their holdings in $Berkshire Hathaway(BRK.B)$ ;Despite significant reductions by Buffett, Apple remains a major holding for many institutions.
💰3 Stocks to Have an Edge on Streaming:DIS, NFLX, SPOT
US stocks closed lower, as the macro outlook remains unclear for the time being.Yet things look different in streaming: Inflation takes Disney/Netflix/Spotify up, for the time being.Stay tuned and supercharge purchasing power with CashBoost!Market recapThe $.SPX(.SPX)$ slumped 0.6% in its biggest loss so far this month, with widespread declines, while the $.IXIC(.IXIC)$ gave back 0.7%. Energy( $Energy Select Sector SPDR Fund(XLE)$ )was the lone S&P 500 sector ETF to go positive on the day. Industrials( $Industrial Select Sector SPDR Fund(XLI)$ ), health care(), and consumer discretionary were the worst performing, eac
Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano
This week, the Hong Kong stock market had a rough time, with the $HSI(HSI)$ falling for the fourth consecutive day, down by 6.28%. The index has broken out of its sideways range since October.Domestic News Last Friday after the market closed, China announced a fiscal stimulus plan, with 6 trillion yuan in new funds for debt reduction. However, there was no mention of any policy support for the real estate or consumption sectors.On Wednesday, the Ministry of Finance rolled out a "big gift" with tax cuts, including reduced deed tax, land value-added tax, and VAT. For example, the deed tax for the purchase of a family's first or second home (under 140 square meters) has been cut to 1%, down from 1-1.5% for regular homes and 3% for non-standard homes.O