Value_investing
Value_investing
Tiger Analyst: company earnings & hot topics analyses
0Follow
5316Followers
0Topic
0Badge
avatarValue_investing
03-20 16:03

Hermès Drops—Time to Buy Luxury on the Dip?

Yesterday, luxury stocks fell sharply, with $Hermes International SA(HESAF)$ dropping over 5.8%, marking its largest single-day decline since April 7 last year! Although $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ ’s decline was relatively modest at just 1.77%, it has fallen to recent lows and is now nearly halved from its historical peak! $Compagnie Financiere Richemont AG(CFRHF)$ and $Kering SA(PPRUF)$ both fell by more than 4.5% yesterday. The main driver behind the sharp decline in luxury stocks was the surge in oil prices triggered by Middle East tensions, which intensified market concerns over inflation, interest
Hermès Drops—Time to Buy Luxury on the Dip?
avatarValue_investing
03-20 15:17

Blowout Micron Earnings Lift Semis—ETF Opportunity?

After the close on Wednesday, memory giant $Micron Technology(MU)$ released its fiscal Q2 2026 results, covering the three months ending February 26. Compared with analyst expectations, Micron’s Q2 results significantly exceeded forecasts: Among them, Micron’s Q2 revenue reached $23.9 billion, surging 196% year over year and far exceeding analysts’ expectations of $19.7 billion: Micron’s revenue is primarily driven by DRAM (dynamic random-access memory), accounting for nearly 80% of total revenue, while NAND (non-volatile memory) makes up close to 20%: DRAM can be seen as the “short-term memory” of computers and servers, temporarily storing data in use. It is fast, but data is lost when power is cut. NAND is slower, but offers larger capacity and re
Blowout Micron Earnings Lift Semis—ETF Opportunity?
Last night, $韩国ETF-iShares MSCI(EWY)$ plunged 7%, far exceeding the 0.48% decline in the KOSPI index. Why did this happen? It was likely influenced by the sharp sell-off in the U.S. market overnight. The $纳斯达克(.IXIC)$ fell nearly 1.8%. The decline in U.S. equities was driven by escalating tensions between the United States and Iran. Donald Trump stated that preventing Iran from obtaining nuclear weapons is more important than keeping oil prices low. Meanwhile, Iran’s new supreme leader Mojtaba Khamenei signaled an intention to ensure the Strait of Hormuz remains effectively closed. As a result, the market is beginning to price in the risk that if shipping routes have not resumed by the end of March, oil p

Korean Stocks in Turmoil: Buy the Dip or Exit Korea ETFs?

On February 28, a joint US–Israel military strike against Iran triggered severe turbulence across global capital markets. Among all markets, the reaction in South Korea was the most dramatic. Because of the Independence Movement Day holiday, the Korean stock market was closed on March 2. When trading resumed on March 3, the KOSPI index plunged rapidly, triggering a circuit breaker during the session and ultimately closing down 7.24%. Panic quickly spread. On March 4, the KOSPI plunged again, crashing 12.06% in a single day—marking the largest one-day decline in its history and shocking global investors. Before investors could recover from the selloff, the KOSPI suddenly reversed course. On March 5, the index surged more than 12% intraday and ultimately closed up 9.63%, its biggest one-day
Korean Stocks in Turmoil: Buy the Dip or Exit Korea ETFs?

Nvidia Earnings Blowout — Can Semiconductor ETFs Launch a New Rally?

Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,
Nvidia Earnings Blowout — Can Semiconductor ETFs Launch a New Rally?

Korean Stocks Hit Another all-time high, with South Korea ETFs Surging over 34% YTD!

Incredible! The South Korean market rallied sharply again today, with the KOSPI index jumping over 2.6% to fresh record highs! Its year-to-date gain has already exceeded 30%, making it the world's best-performing stock index: The chart below shows the KOSPI index trend since 1980: South Korea ETFs have performed even more impressively. $iShares MSCI South Korea ETF(EWY)$ has surged over 34% YTD, $Franklin FTSE South Korea ETF(FLKR)$ has gained over 33%, while the 3x leveraged South Korea ETF— $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ —has skyrocketed over 127%! Investors who bought South Korea ETFs have truly hit the jackpot! What's driving such feroc
Korean Stocks Hit Another all-time high, with South Korea ETFs Surging over 34% YTD!

Historic peak: South Korean stocks surge, Samsung jumps 11% in a single day!

Absolutely insane! Absolutely insane! Today, South Korea’s KOSPI Index exploded 6.84%, marking its largest single-day gain since late March 2020. Among them, Korea’s market heavyweight Samsung Electronics was nothing short of explosive, soaring 10.8% today, marking its largest single-day gain since late October 2008. What’s even more striking is that in just a few short years, the combined market capitalization of Samsung Electronics and SK Hynix has surpassed that of $TENCENT(00700)$ and $BABA-W(09988)$ . The AI-driven wealth boom is truly eye-catching. Fueled by this surge, Korea-related ETFs have delivered eye-catching performance. $Direxion Daily MSCI South Kor
Historic peak: South Korean stocks surge, Samsung jumps 11% in a single day!

Epic Plunge: Can Gold and Silver Rebound?

Last Friday, precious metals saw an epic meltdown — LME copper plunged 4%, gold crashed 9.5%, and silver collapsed 26.9%. Gold was down more than 12.6% intraday, marking its largest single-day drop in over 40 years, while silver plunged over 36% intraday, the biggest drop on record. The panic selling carried into today. Gold fell more than 8% intraday, sliding from its all-time high of $5,595 to below $4,500. Silver sank 14% intraday, tumbling from a record $121 to $73. LME copper dropped another 5%. Precious-metals ETFs were absolutely crushed. $ProShares Ultra Silver(AGQ)$ plunged 60% last Friday and fell another 16% overnight today. $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ collapsed 39% last Fr
Epic Plunge: Can Gold and Silver Rebound?

Gold plunges — is the bull market over?

Last night, gold saw violent intraday swings, briefly surging to $5,595.4/oz, setting yet another all-time high. But sentiment flipped in an instant. Gold sold off sharply from the highs, plunging to an intraday low of $5,110.87, down more than 5.6%, marking the largest intraday drop since October 21 last year. Fortunately, the scare passed without disaster. Gold eventually closed only 0.69% lower, allowing investors to breathe a sigh of relief. Before the shock had fully faded, selling resumed today. Gold once again slumped more than 4.5% intraday, slicing through the $5,400, $5,300, and $5,200 psychological levels in quick succession, before bottoming out at $5,131.5. The rapid sell-off hammered gold miners. $Chifeng Jilong Gold Mining Co.,Ltd.(60
Gold plunges — is the bull market over?

Rare Collective Surge: Has the liquor ETF Bottomed Out?

Absolutely wild. After years of declines, liquor stocks have staged a rare, across-the-board explosion. $Kweichow Moutai Co.,Ltd.(600519)$ , with a market cap of RMB 1.8 trillion, jumped more than 8.6%. $Wuliangye Yibin Co.,Ltd.(000858)$ , $Luzhou Laojiao Co.,Ltd.(000568)$ , $Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.(600809)$ , and $Jiangsu Yanghe Distillery Co.,Ltd.(002304)$ all surged in unison — even liquor ETFs ripped higher. Hong Kong–listed liquor names were even crazier. $ZJLD(06979)$ soared over 12%, while the
Rare Collective Surge: Has the liquor ETF Bottomed Out?

ASML's Earnings Explode, Semiconductor ETFs Poised for Takeoff?

Just now, lithography giant $ASML Holding NV(ASML)$ released its fourth-quarter earnings report, delivering explosive results. Pre-market shares surged as much as 5.47%, climbing above $1,454: As a result, semiconductor ETFs surged in premarket trading, with $VanEck Semiconductor ETF(SMH)$ climbing over 2.9%, $iShares Semiconductor ETF(SOXX)$ rising more than 3%, $Invesco PHLX Semiconductor ETF(SOXQ)$ gaining over 2.4%, and $Leverage Shares 2X Long ASML Daily ETF(ASMG)$ soaring by 10.1%! From an earnings standpoint, ASML’s fourth-quarter revenue came in at €9.72 billion, slightly
ASML's Earnings Explode, Semiconductor ETFs Poised for Takeoff?

Historic milestone: South Korea’s stock market surpasses Germany

Yesterday, South Korea's stock market reached a total market capitalization of $3.25 trillion, surpassing Germany's $3.22 trillion to become the world's 10th largest stock market! From a year-to-date perspective, the KOSPI has surged more than 20%, making it the best-performing major equity index globally. In contrast, Germany’s DAX is up just 1.6% over the same period. South Korea's large-cap indices posted even stronger gains, with the KOSPI 100 index rising over 25% year-to-date and the KOSPI 50 index climbing more than 26%. Against this backdrop, Korean ETFs have shone brightly: $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ has delivered over 94% returns this year, $南方两倍做多海力士(07709)$ has sur
Historic milestone: South Korea’s stock market surpasses Germany

Gold's Rapid Surge: Has It Peaked?

Over the past week, gold surged from $4,600 per ounce to a staggering high of $5,111, leaving observers stunned: As a result, gold ETFs have shone brightly: The 3x leveraged gold ETF— $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ —has surged over 90% year-to-date! The 2x leveraged gold mining ETF— $Direxion Daily Junior Gold Miners Index Bull 2X Shares(JNUG)$ —has climbed over 58% year-to-date! The non-leveraged gold ETF— $abrdn Physical Precious Metals Basket Shares ETF(GLTR)$ —has gained over 30%! The largest gold ETF— $SPDR Gold ETF(GLD)$ —has risen over 17%! Amid the sharp rally, many retail investors have begun f
Gold's Rapid Surge: Has It Peaked?

🔥South Korean stocks are surging — retail investors, what now?

South Korean equities have roared into 2026. The KOSPI is up more than 17% year-to-date, leading global markets and emerging as one of the standout performers worldwide. Korea-focused ETFs have done even better. The 3x leveraged $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ has surged over 65% so far this year, the largest Korea ETF $iShares MSCI South Korea ETF(EWY)$ is up 19%, and Hong Kong–listed 7709 $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ has climbed about 30%. A market dominated by three names Unlike the US or A-shares, Korea’s market is extremely concentrated. Total market cap is about US$3 trillion, but
🔥South Korean stocks are surging — retail investors, what now?

Trump Retreats on Greenland Rhetoric, Gold Prices Pull Back — Opportunity or Market Peak?

Trump has reversed his position once more. Speaking at the Davos Forum yesterday, he publicly dismissed any plans for military action to take Greenland. “This will probably be my biggest surprise,” he told the audience, “as people actually thought I’d use force.” Simultaneously, he posted on social media that the US would not levy tariffs on European countries opposing the potential Greenland acquisition, claiming a “framework for future agreement” has been established. Gold prices fell sharply in response, dropping over 1% intraday. $ETFS Physical Gold(GOLD.AU)$ declined in overnight trading: $SPDR Gold ETF(GLD)$ and $Gold Trust Ishares(IAU)$ slipped more than
Trump Retreats on Greenland Rhetoric, Gold Prices Pull Back — Opportunity or Market Peak?

America’s Push to Take Greenland: Is the Global Order Falling Apart, and Will Defense Be the Winner?

Back in 2017, the Trump administration floated the idea of acquiring Greenland. In interviews, Trump said he was fascinated by the deal—the island is massive, and in his words it would be a “great real estate transaction,” one that would secure his place in history.In 2019, Denmark shut it down—hard. Copenhagen called the notion of selling Greenland and its people “completely absurd.” Many observers wrote the proposal off as a joke.Then early 2020 hit. COVID exploded, domestic crises took center stage, and the Greenland idea was shelved.Fast-forward to 2025. Trump is back in power, and the Greenland purchase is back on the table—this time with real momentum.The world can’t laugh it off anymore. To signal support for Denmark, several European countries staged symbolic military exercises in
America’s Push to Take Greenland: Is the Global Order Falling Apart, and Will Defense Be the Winner?

Gold is ripping higher — is it still worth jumping on board?

Recently, gold has entered a frenzied rally mode, consecutively breaking through the $4,600, $4,700, and $4,800 thresholds, charging straight toward the $5,000 mark:Driven by gold prices, gold ETFs have emerged as the year's top-performing assets. $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ has surged by as much as 66% year-to-date, while the non-leveraged $VanEck Gold Miners ETF(GDX)$ has climbed over 20%. Even $SPDR Gold ETF(GLD)$ , which closely tracks gold's movements, has risen more than 10%:On the news front, gold has been seeing an overwhelming number of bullish developments recently. First came the highly unusual move by the United States to deploy fo
Gold is ripping higher — is it still worth jumping on board?

TSMC Earnings Blowout — Is a New Semiconductor Rally Starting?

On January 15, $Taiwan Semiconductor Manufacturing(TSM)$ released its Q4 earnings report, delivering a major upside surprise. Shares surged more than 7% intraday, hitting a new all-time high, with market capitalization approaching the $2 trillion milestone.With TSMC's boost, semiconductor stocks surged collectively. $ASML Holding NV(ASML)$ has climbed over 7.5% in the past two trading days, hitting a record high share price and surpassing a $500 billion market cap—making it the third European company to reach this milestone! Meanwhile, $Micron Technology(MU)$ rose over 8.8% to set another all-time high, with a year-to-date gain of 27%!As a result, semiconductor ETFs
TSMC Earnings Blowout — Is a New Semiconductor Rally Starting?

Record Breaker! Small Caps Keep Beating the Market — Is a Style Rotation Underway?

Yesterday, the Russell 2000, a key benchmark for small-cap stocks, climbed 0.86%, marking its 10th consecutive trading day outperforming the $S&P 500(.SPX)$ — the longest such streak since 1990.As a result, ETFs tied to the Russell 2000 have been on fire. $ProShares UltraPro Russell 2000(URTY)$ is up 24.5% year-to-date, while $iShares Russell 2000 ETF(IWM)$ has gained 7.9% YTD, both comfortably outperforming $SPDR S&P 500 ETF Trust(SPY)$ , which is up just 1.5% over the same period.Notably, $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth-quarter earnings repor
Record Breaker! Small Caps Keep Beating the Market — Is a Style Rotation Underway?

Breaking bearish news hits the market — silver plunges. Is the historic bull run coming to an end?

Just now, silver briefly plunged over 6%, retreating from its historic high of $93.61 to $87.45.As a result, silver ETFs were hit hard across the board. $ProShares Ultra Silver(AGQ)$ plunged 8.2% in overnight trading, $iShares Silver Trust(SLV)$ was down more than 6% at one point, while $Abrdn Silver ETF Trust(SIVR)$ and $iShares Silver Trust(SLV)$ followed suit. The lone standout was $Proshares Ultrashort Silver(ZSL)$ , which surged nearly 9% amid the selloff. In a statement released on Wednesday, US President Donald Trump announced that he would temporarily suspend the imposi
Breaking bearish news hits the market — silver plunges. Is the historic bull run coming to an end?

Go to Tiger App to see more news