+Follow
KST66
No personal profile
285
Follow
3
Followers
0
Topic
0
Badge
Posts
Hot
KST66
2022-11-19
Thanks
Sorry, the original content has been removed
KST66
2022-10-22
Thanks
77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks
KST66
2022-10-04
Thanks
U.S. Stocks Flew Higher in Morning Trading; Dow Jones and S&P 500 Surged Over 2% While Nasdaq Rose Over 1.5%
KST66
2022-09-17
Thanks
Why FedEx’s Stock Plunge Is so Bad for the Whole Stock Market
KST66
2022-09-05
Thanks
The Top 10 Most Influential Blue Chips in Singapore
KST66
2022-08-29
Thanks
Sorry, the original content has been removed
KST66
2022-08-22
Thanks
Sorry, the original content has been removed
KST66
2022-08-20
Thanks
These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?
KST66
2022-08-16
Thanks
ComfortDelGro Declares a Special Dividend: 7 Things You Should Know About the Land Transport Giant’s Latest Earnings
KST66
2022-08-11
Thanks
Singapore Q2 GDP Grows 4.4% Y/Y, Slower Than First Estimated
KST66
2022-08-09
Thanks
Sembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings
KST66
2022-08-02
Thanks
Sorry, the original content has been removed
KST66
2022-07-27
Thanks
Rebound Predicted For Singapore Stock Market
KST66
2022-07-21
Thanks
4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier
KST66
2022-07-20
Thanks
US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings
KST66
2022-07-19
Ok
Singapore Stocks to Watch: Keppel, First Reit, Sembcorp
KST66
2022-07-18
Thanks
The S&P 500 May Drop Sharply As A VIX Surge Nears
KST66
2022-07-13
Thanks
Sorry, the original content has been removed
KST66
2022-07-04
Ok
Long, Moderate and Painful: What Next US Recession May Look Like
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3573978021681248","uuid":"3573978021681248","gmtCreate":1610884093458,"gmtModify":1610884093458,"name":"KST66","pinyin":"kst66","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":285,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.08","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.15","exceedPercentage":"80.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9961984905,"gmtCreate":1668820432507,"gmtModify":1676538117558,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961984905","repostId":"1177646844","repostType":2,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981125804,"gmtCreate":1666425942708,"gmtModify":1676537755738,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981125804","repostId":"2277473668","repostType":2,"repost":{"id":"2277473668","kind":"highlight","pubTimestamp":1666394795,"share":"https://ttm.financial/m/news/2277473668?lang=&edition=fundamental","pubTime":"2022-10-22 07:26","market":"us","language":"en","title":"77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2277473668","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer that portfolio concentration drives wealth creation.","content":"<html><head></head><body><p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, has led his company's Class A shares (BRK.A) to a jaw-dropping average annual return of 20.1%.</p><p>Buffett's willingness to stick with his investments for many years (if not decades) and his love of dividend stocks are two reasons he's been such a successful investor. But a key ingredient to Buffett's success that's often overlooked is his portfolio concentration.</p><p>The Oracle of Omaha believes diversification is "protection against ignorance." In other words, buying a boatload of stocks makes sense only if you don't know what you're doing, according to Buffett. Although Berkshire Hathaway's $313 billion investment portfolio has stakes in around four dozen securities, more than $241 billion of invested assets -- 77% of total portfolio value -- is tied up in just six stocks.</p><h3>1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 40.5% of invested assets</h3><p>Warren Buffett's love for portfolio concentration is readily on display with his company's position in <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. The tech stock makes up an astounding 40.5% ($126.6 billion) of invested assets and has been labeled by the Oracle of Omaha as one of Berkshire Hathaway's "four giants."</p><p>There is a long list of reasons for Buffett and his investment team to have such strong convictions in Apple. This includes having a well-known brand, an exceptionally loyal customer base, and a product and service lineup driven by innovation. For instance, introducing 5G-capable iPhones has helped Apple maintain approximately half of the U.S. smartphone market share.</p><p>Apple's evolution has also seen it become a force in the subscription services space. This ongoing transformation to a platform-based operating model should accelerate its organic growth rate, boost its operating margin, and minimize the revenue fluctuations associated with physical product replacement cycles.</p><p>As one final note, Apple's capital return program is unmatched. It pays out nearly $14.8 billion in dividends annually and has repurchased roughly $520 billion of its own common stock since the beginning of 2013.</p><p><img src=\"https://static.tigerbbs.com/e7003706e2028bde743b3cdeda783ff2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Rising interest rates are a tailwind for banks with outstanding variable-rate loans. Effective Federal Funds Rate data by YCharts.</p><h3>2. <a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: 10.5% of invested assets</h3><p>Though Apple is Berkshire Hathaway's largest holding by a significant amount, bank stocks will forever be Warren Buffett's favorite industry. The $32.7 billion invested in money-center giant <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> is no surprise at all.</p><p>The beauty of bank stocks is their cyclical ties. Even though recessions are an inevitable part of the economic cycle, they're usually short-lived. By comparison, periods of economic expansion almost always last for years. Banks benefit from disproportionately long periods of expansion by growing their loans and deposits. It's a simple numbers game that favors patient investors like Buffett.</p><p>On a more company-specific level, Bank of America is the most interest-sensitive of the big banks. When the interest rate yield curve shifts, no bank sees its net interest income rise or fall more than BofA. With the Federal Reserve aggressively raising interest rates to tame historically high inflation, Bank of America can expect billions of dollars in added net interest income on its outstanding variable-rate loans.</p><p>BofA has a sizable capital return program as well. During bull markets, it's not uncommon for the company to return in excess of $20 billion to shareholders annually via dividends and buybacks.</p><h3>3. <a href=\"https://laohu8.com/S/CVX\">Chevron</a>: 8.4% of invested assets</h3><p>Integrated oil and gas company <a href=\"https://laohu8.com/S/CVX\">Chevron</a> is Berkshire Hathaway's third-largest holding ($26.2 billion of invested assets) and a relatively newer addition to the portfolio.</p><p>Betting big on energy isn't something Warren Buffett is known for. However, certain factors do suggest that energy commodity prices could remain elevated for years to come. Russia's invasions of Ukraine, coupled with global energy majors' significant reduction in capital investment during the COVID-19 pandemic, will make it difficult to quickly boost the global supply of crude oil and natural gas.</p><p>Another selling point for Chevron is its operating structure. Being "integrated" means Chevron controls upstream (drilling and exploration), midstream (transmission pipeline), and downstream (chemical plants and refineries) assets. While drilling brings home the juiciest operating margin, the company's midstream assets can generate highly predictable cash flow. Meanwhile, downstream assets benefit from lower input costs when crude falls. In short, downstream assets act as a hedge against falling prices.</p><p>You shouldn't be shocked to learn that Chevron is also quite generous with its capital return program. Chevron has raised its base annual payout for 35 consecutive years, and the company may repurchase up to $15 billion of its shares this year.</p><h3>4. <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>: 7% of invested assets</h3><p>Beverage behemoth <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> is Warren Buffett's longest-tenured holding (34 years), as well as Berkshire's fourth-largest position by market value ($22 billion).</p><p>Strong branding plays a key role in Coke's long-term outperformance. Few companies on the planet can cross generational gaps with ease and connect with consumers. Coca-Cola can do this by utilizing social media and well-known ambassadors to reach younger consumers while leaning on its holiday tie-ins to connect with more mature audiences.</p><p>Coca-Cola's geographic diversity is another reason for its bubbling success. With the exception of Cuba, North Korea, and Russia (the latter is due to its invasion of Ukraine), Coke has operations in every country worldwide. It holds about a 20% share of the cold beverage market in developed countries, which produce predictable cash flow, and a 10% share of the cold beverage space in faster-growing emerging markets.</p><p>Coca-Cola is a big-time dividend payer, too, with a 60-year streak of increasing its base annual payout. More importantly, Berkshire is netting an amazing 54% yield on Coca-Cola relative to its initial cost basis of about $3.25 per share.</p><h3>5. <a href=\"https://laohu8.com/S/AXP\">American Express</a>: 6.6% of invested assets</h3><p>Have I mentioned Warren Buffett likes financial stocks? Second only to Coca-Cola in a continuous holding period is financial services company <a href=\"https://laohu8.com/S/AXP\">American Express</a>. AmEx, as it's better known, has been a Berkshire Hathaway staple for the past 29 years.</p><p>Similar to Bank of America, AmEx benefits from long periods of economic expansion. Specifically, it's able to "double dip." In addition to collecting payment processing fees from merchants, it acts as a lender via credit cards. Lengthy bull markets give AmEx an opportunity to generate interest income and fees.</p><p>Buffett should also be happy with AmEx's ability to attract affluent clientele. High-earning individuals are less likely to alter their spending habits or fail to meet their repayment obligations during minor domestic or global economic hiccups. These well-to-do customers help AmEx navigate downturns better than most lenders.</p><p>Further, American Express is an income powerhouse -- at least to Berkshire Hathaway. Thanks to a low cost basis of $8.49 per AmEx share, Buffett's company is netting a 24.5% annual yield on cost!</p><h3>6. <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>: 4.1% of invested assets</h3><p>Lastly, Buffett's company has almost $13 billion invested in integrated oil and gas stock <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>. Note this $13 billion doesn't include the $10 billion in Occidental preferred stock Berkshire Hathaway purchased in 2019.</p><p>Among these six top holdings, Occidental is the newest and, arguably, the position Buffett has built up most aggressively this year. Pardon the pun, but the catalysts fueling Chevron are the same for Occidental Petroleum. As long as the global energy supply chain remains broken or constrained, demand should provide a healthy floor beneath the price of crude oil and natural gas.</p><p>Though it's an integrated provider like Chevron, even more of Occidental's sales are skewed toward its drilling and exploration operations. If oil and natural gas prices remain well above average, Occidental Petroleum has a chance to benefit even more than Chevron.</p><p>To keep with the theme, there's a handsome capital return in store for Berkshire Hathaway. Though Occidental's 0.8% dividend yield is nothing to write home about, Berkshire <i>is</i> generating an 8% annual yield on its $10 billion preferred stock position. Altogether, Buffett's company should collect $901 million in dividend income from Occidental Petroleum over the next 12 months.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 07:26 GMT+8 <a href=https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","KO":"可口可乐","OXY":"西方石油","BRK.B":"伯克希尔B","CVX":"雪佛龙","AXP":"美国运通","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277473668","content_text":"Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, has led his company's Class A shares (BRK.A) to a jaw-dropping average annual return of 20.1%.Buffett's willingness to stick with his investments for many years (if not decades) and his love of dividend stocks are two reasons he's been such a successful investor. But a key ingredient to Buffett's success that's often overlooked is his portfolio concentration.The Oracle of Omaha believes diversification is \"protection against ignorance.\" In other words, buying a boatload of stocks makes sense only if you don't know what you're doing, according to Buffett. Although Berkshire Hathaway's $313 billion investment portfolio has stakes in around four dozen securities, more than $241 billion of invested assets -- 77% of total portfolio value -- is tied up in just six stocks.1. Apple: 40.5% of invested assetsWarren Buffett's love for portfolio concentration is readily on display with his company's position in Apple. The tech stock makes up an astounding 40.5% ($126.6 billion) of invested assets and has been labeled by the Oracle of Omaha as one of Berkshire Hathaway's \"four giants.\"There is a long list of reasons for Buffett and his investment team to have such strong convictions in Apple. This includes having a well-known brand, an exceptionally loyal customer base, and a product and service lineup driven by innovation. For instance, introducing 5G-capable iPhones has helped Apple maintain approximately half of the U.S. smartphone market share.Apple's evolution has also seen it become a force in the subscription services space. This ongoing transformation to a platform-based operating model should accelerate its organic growth rate, boost its operating margin, and minimize the revenue fluctuations associated with physical product replacement cycles.As one final note, Apple's capital return program is unmatched. It pays out nearly $14.8 billion in dividends annually and has repurchased roughly $520 billion of its own common stock since the beginning of 2013.Rising interest rates are a tailwind for banks with outstanding variable-rate loans. Effective Federal Funds Rate data by YCharts.2. Bank of America: 10.5% of invested assetsThough Apple is Berkshire Hathaway's largest holding by a significant amount, bank stocks will forever be Warren Buffett's favorite industry. The $32.7 billion invested in money-center giant Bank of America is no surprise at all.The beauty of bank stocks is their cyclical ties. Even though recessions are an inevitable part of the economic cycle, they're usually short-lived. By comparison, periods of economic expansion almost always last for years. Banks benefit from disproportionately long periods of expansion by growing their loans and deposits. It's a simple numbers game that favors patient investors like Buffett.On a more company-specific level, Bank of America is the most interest-sensitive of the big banks. When the interest rate yield curve shifts, no bank sees its net interest income rise or fall more than BofA. With the Federal Reserve aggressively raising interest rates to tame historically high inflation, Bank of America can expect billions of dollars in added net interest income on its outstanding variable-rate loans.BofA has a sizable capital return program as well. During bull markets, it's not uncommon for the company to return in excess of $20 billion to shareholders annually via dividends and buybacks.3. Chevron: 8.4% of invested assetsIntegrated oil and gas company Chevron is Berkshire Hathaway's third-largest holding ($26.2 billion of invested assets) and a relatively newer addition to the portfolio.Betting big on energy isn't something Warren Buffett is known for. However, certain factors do suggest that energy commodity prices could remain elevated for years to come. Russia's invasions of Ukraine, coupled with global energy majors' significant reduction in capital investment during the COVID-19 pandemic, will make it difficult to quickly boost the global supply of crude oil and natural gas.Another selling point for Chevron is its operating structure. Being \"integrated\" means Chevron controls upstream (drilling and exploration), midstream (transmission pipeline), and downstream (chemical plants and refineries) assets. While drilling brings home the juiciest operating margin, the company's midstream assets can generate highly predictable cash flow. Meanwhile, downstream assets benefit from lower input costs when crude falls. In short, downstream assets act as a hedge against falling prices.You shouldn't be shocked to learn that Chevron is also quite generous with its capital return program. Chevron has raised its base annual payout for 35 consecutive years, and the company may repurchase up to $15 billion of its shares this year.4. Coca-Cola: 7% of invested assetsBeverage behemoth Coca-Cola is Warren Buffett's longest-tenured holding (34 years), as well as Berkshire's fourth-largest position by market value ($22 billion).Strong branding plays a key role in Coke's long-term outperformance. Few companies on the planet can cross generational gaps with ease and connect with consumers. Coca-Cola can do this by utilizing social media and well-known ambassadors to reach younger consumers while leaning on its holiday tie-ins to connect with more mature audiences.Coca-Cola's geographic diversity is another reason for its bubbling success. With the exception of Cuba, North Korea, and Russia (the latter is due to its invasion of Ukraine), Coke has operations in every country worldwide. It holds about a 20% share of the cold beverage market in developed countries, which produce predictable cash flow, and a 10% share of the cold beverage space in faster-growing emerging markets.Coca-Cola is a big-time dividend payer, too, with a 60-year streak of increasing its base annual payout. More importantly, Berkshire is netting an amazing 54% yield on Coca-Cola relative to its initial cost basis of about $3.25 per share.5. American Express: 6.6% of invested assetsHave I mentioned Warren Buffett likes financial stocks? Second only to Coca-Cola in a continuous holding period is financial services company American Express. AmEx, as it's better known, has been a Berkshire Hathaway staple for the past 29 years.Similar to Bank of America, AmEx benefits from long periods of economic expansion. Specifically, it's able to \"double dip.\" In addition to collecting payment processing fees from merchants, it acts as a lender via credit cards. Lengthy bull markets give AmEx an opportunity to generate interest income and fees.Buffett should also be happy with AmEx's ability to attract affluent clientele. High-earning individuals are less likely to alter their spending habits or fail to meet their repayment obligations during minor domestic or global economic hiccups. These well-to-do customers help AmEx navigate downturns better than most lenders.Further, American Express is an income powerhouse -- at least to Berkshire Hathaway. Thanks to a low cost basis of $8.49 per AmEx share, Buffett's company is netting a 24.5% annual yield on cost!6. Occidental Petroleum: 4.1% of invested assetsLastly, Buffett's company has almost $13 billion invested in integrated oil and gas stock Occidental Petroleum. Note this $13 billion doesn't include the $10 billion in Occidental preferred stock Berkshire Hathaway purchased in 2019.Among these six top holdings, Occidental is the newest and, arguably, the position Buffett has built up most aggressively this year. Pardon the pun, but the catalysts fueling Chevron are the same for Occidental Petroleum. As long as the global energy supply chain remains broken or constrained, demand should provide a healthy floor beneath the price of crude oil and natural gas.Though it's an integrated provider like Chevron, even more of Occidental's sales are skewed toward its drilling and exploration operations. If oil and natural gas prices remain well above average, Occidental Petroleum has a chance to benefit even more than Chevron.To keep with the theme, there's a handsome capital return in store for Berkshire Hathaway. Though Occidental's 0.8% dividend yield is nothing to write home about, Berkshire is generating an 8% annual yield on its $10 billion preferred stock position. Altogether, Buffett's company should collect $901 million in dividend income from Occidental Petroleum over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912646256,"gmtCreate":1664837593676,"gmtModify":1676537514635,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912646256","repostId":"1199244085","repostType":4,"repost":{"id":"1199244085","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664810379,"share":"https://ttm.financial/m/news/1199244085?lang=&edition=fundamental","pubTime":"2022-10-03 23:19","market":"us","language":"en","title":"U.S. Stocks Flew Higher in Morning Trading; Dow Jones and S&P 500 Surged Over 2% While Nasdaq Rose Over 1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199244085","media":"Tiger Newspress","summary":"U.S. stocks flew higher in morning trading. Dow Jones surged 2.36%, S&P 500 jumped 2.2% while Nasdaq","content":"<html><head></head><body><p>U.S. stocks flew higher in morning trading. Dow Jones surged 2.36%, S&P 500 jumped 2.2% while Nasdaq rose 1.74%.<img src=\"https://static.tigerbbs.com/a1c0ccf859551afe862edc95dd9e6e60\" tg-width=\"629\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Flew Higher in Morning Trading; Dow Jones and S&P 500 Surged Over 2% While Nasdaq Rose Over 1.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Flew Higher in Morning Trading; Dow Jones and S&P 500 Surged Over 2% While Nasdaq Rose Over 1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-03 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks flew higher in morning trading. Dow Jones surged 2.36%, S&P 500 jumped 2.2% while Nasdaq rose 1.74%.<img src=\"https://static.tigerbbs.com/a1c0ccf859551afe862edc95dd9e6e60\" tg-width=\"629\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199244085","content_text":"U.S. stocks flew higher in morning trading. Dow Jones surged 2.36%, S&P 500 jumped 2.2% while Nasdaq rose 1.74%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937139159,"gmtCreate":1663377521071,"gmtModify":1676537261478,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937139159","repostId":"2268894612","repostType":2,"repost":{"id":"2268894612","kind":"highlight","pubTimestamp":1663366700,"share":"https://ttm.financial/m/news/2268894612?lang=&edition=fundamental","pubTime":"2022-09-17 06:18","market":"us","language":"en","title":"Why FedEx’s Stock Plunge Is so Bad for the Whole Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2268894612","media":"MarketWatch","summary":"Dow Theory ‘sell’ signal is halfway complete, as Dow transports fall below the June low, but Dow ind","content":"<html><head></head><body><p>Dow Theory ‘sell’ signal is halfway complete, as Dow transports fall below the June low, but Dow industrials are still above</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9328334e05dc0ed5df3ac2d312f2afcb\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/><span>(Photo by Michael Smith/Getty Images) GETTY IMAGES</span></p><p>FedEx Corp.’s profit warning has cast a pall on the broader stock market, as a record plunge in the package delivery giant’s stock has helped trigger one half of a Dow Theory “sell” signal.</p><p>FedEx shares fell 21.4% to a two-year closing low of $161.02. The $43.85 price decline shaved about 267 points off the Dow Jones Transportation Average, accounting for more than one-third of the Dow transports’ 685.39-point, or 5.1% drop, to 12,825.34.</p><p>The transportation sector tracker broke below its June 17 closing low of 12,868.60, which at the time marked the lowest close in 16 months.</p><p>The Dow transports’ selloff has sent an important message about the health of the broader stock market, given that the index is viewed by many as a leading economic indicator. There’s a saying on Wall Street that the companies in the Dow transports “take” to buyers what the companies in the Dow Jones Industrial Average “make.”</p><p>Basically, if transports aren’t taking, the economy isn’t moving, and the stock market will be falling.</p><p>The Dow transports’ new low follows a big 18.2% bounce off the June low to the mid-August closing high of 15,209.96. But since that high was well below the first recovery high seen in March of 16,718.54, which in turn was below the November 2021 record close of 17,039.38, the index has continued a pattern of lower lows and lower highs, which many Wall Street chart watchers say defines a bear market.</p><p>And perhaps more significantly, the lower low completes one half of a “sell” signal, according to some followers of the century-old Dow Theory of market analysis.</p><p>As Mark Hulbert, MarketWatch contributor and founder of Hulbert Ratings LLC, has written, many agree that there are three key ingredients to a Dow Theory “sell” signal.</p><p>First, the Dow industrials and Dow transports must suffer significant selloffs after reaching new highs — Check. The respective June closing lows marked a 24.4% decline in the Dow transports from its record close in November and an 18.8% drop in the Dow industrials from a January record close.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08496542bc0255e974b525be5c16073d\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><span>FACTSET, MARKETWATCH</span></p><p>Second, significant rallies off the respective lows fail to reach the previous highs — Check. The Dow transports bounced 18.2% off its June low, and the Dow industrials bounced 14.3%, to the mid-August highs, but those highs were well below the respective previous highs.</p><p>And third, both indexes fall below the lows referenced in the “First” ingredient — the indexes are halfway there.</p><p>The Dow transports have checked that box, but the Dow industrials, which slumped 139.40 points, or 0.5%, to 30,822.42 on Friday, were still more than 900 points above the June 17 closing low of 29,888.78.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why FedEx’s Stock Plunge Is so Bad for the Whole Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy FedEx’s Stock Plunge Is so Bad for the Whole Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 06:18 GMT+8 <a href=https://www.marketwatch.com/story/why-fedexs-stock-plunge-is-so-bad-for-the-whole-stock-market-11663352650?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow Theory ‘sell’ signal is halfway complete, as Dow transports fall below the June low, but Dow industrials are still above(Photo by Michael Smith/Getty Images) GETTY IMAGESFedEx Corp.’s profit ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-fedexs-stock-plunge-is-so-bad-for-the-whole-stock-market-11663352650?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-fedexs-stock-plunge-is-so-bad-for-the-whole-stock-market-11663352650?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268894612","content_text":"Dow Theory ‘sell’ signal is halfway complete, as Dow transports fall below the June low, but Dow industrials are still above(Photo by Michael Smith/Getty Images) GETTY IMAGESFedEx Corp.’s profit warning has cast a pall on the broader stock market, as a record plunge in the package delivery giant’s stock has helped trigger one half of a Dow Theory “sell” signal.FedEx shares fell 21.4% to a two-year closing low of $161.02. The $43.85 price decline shaved about 267 points off the Dow Jones Transportation Average, accounting for more than one-third of the Dow transports’ 685.39-point, or 5.1% drop, to 12,825.34.The transportation sector tracker broke below its June 17 closing low of 12,868.60, which at the time marked the lowest close in 16 months.The Dow transports’ selloff has sent an important message about the health of the broader stock market, given that the index is viewed by many as a leading economic indicator. There’s a saying on Wall Street that the companies in the Dow transports “take” to buyers what the companies in the Dow Jones Industrial Average “make.”Basically, if transports aren’t taking, the economy isn’t moving, and the stock market will be falling.The Dow transports’ new low follows a big 18.2% bounce off the June low to the mid-August closing high of 15,209.96. But since that high was well below the first recovery high seen in March of 16,718.54, which in turn was below the November 2021 record close of 17,039.38, the index has continued a pattern of lower lows and lower highs, which many Wall Street chart watchers say defines a bear market.And perhaps more significantly, the lower low completes one half of a “sell” signal, according to some followers of the century-old Dow Theory of market analysis.As Mark Hulbert, MarketWatch contributor and founder of Hulbert Ratings LLC, has written, many agree that there are three key ingredients to a Dow Theory “sell” signal.First, the Dow industrials and Dow transports must suffer significant selloffs after reaching new highs — Check. The respective June closing lows marked a 24.4% decline in the Dow transports from its record close in November and an 18.8% drop in the Dow industrials from a January record close.FACTSET, MARKETWATCHSecond, significant rallies off the respective lows fail to reach the previous highs — Check. The Dow transports bounced 18.2% off its June low, and the Dow industrials bounced 14.3%, to the mid-August highs, but those highs were well below the respective previous highs.And third, both indexes fall below the lows referenced in the “First” ingredient — the indexes are halfway there.The Dow transports have checked that box, but the Dow industrials, which slumped 139.40 points, or 0.5%, to 30,822.42 on Friday, were still more than 900 points above the June 17 closing low of 29,888.78.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933774373,"gmtCreate":1662352072592,"gmtModify":1676537043556,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933774373","repostId":"1130372891","repostType":4,"repost":{"id":"1130372891","kind":"news","pubTimestamp":1662346022,"share":"https://ttm.financial/m/news/1130372891?lang=&edition=fundamental","pubTime":"2022-09-05 10:47","market":"sg","language":"en","title":"The Top 10 Most Influential Blue Chips in Singapore","url":"https://stock-news.laohu8.com/highlight/detail?id=1130372891","media":"smart investor","summary":"If you’re looking to invest in sturdy and resilientblue-chip stocks, it’s a good idea to check out w","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/09afc7aea6d23458c3895cc3248e0c63\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>If you’re looking to invest in sturdy and resilientblue-chip stocks, it’s a good idea to check out what the<b>Straits Times Index</b>(SGX: ^STI), or STI, has to offer.</p><p>The bellwether index consists of Singapore’s top 30 companies by market capitalisation.</p><p>The STI is also the headline index in a family of indices created by the FTSE Group,<b>Singapore Exchange Limited</b>(SGX: S68), and Singapore Press Holdings.</p><p>We profile the 10 largest stocks on the index that you may want to include on your buy watchlist.</p><p><i>Note: All weights are correct as of 29 July 2022.</i></p><h2><b>DBS Group (SGX: D05)</b></h2><p>Taking up the highest weight at 18.8% is Singapore’s largest bank, DBS Group.</p><p>The lender recently reported itssecond-highest net profiton record for its fiscal 2022’s first half (1H2022) earnings.</p><p>With a market capitalisation of S$84 billion, the bank looks set to enjoy higher net interest income as global interest rates head higher.</p><p>Investors can look forward to better net interest income from the bank in the coming quarters.</p><p>DBS pays a quarterlydividendof S$0.36 per share (annualised dividend of S$1.44), and its shares offer a prospective dividend yield of 4.4%.</p><h2><b>OCBC Ltd (SGX: O39)</b></h2><p>OCBC is Singapore’s second-largest bank with a market capitalisation of around S$54.5 billion.</p><p>The bank occupies a 13.6% weight in the STI and reported arecord net profitfor 1H2022 and will also enjoy the tailwinds of higher interest rates.</p><p>With a trailing 12-month dividend of S$0.56, OCBC’s shares offer a trailing dividend yield of 4.7%.</p><h2><b>United Overseas Bank Ltd (SGX: U11)</b></h2><p>United Overseas Bank Ltd, or UOB, is the third of Singapore’s three big banks and occupies an 11.8% position within the STI.</p><p>The bank has a market capitalisation of S$45.7 billion and announced a deal in January this year toacquire<b>Citigroup’s</b>(NYSE: C) consumer business in four countries for almost S$5 billion.</p><p>UOB reported anet profitof S$2 billion for 1H2022.</p><p>With a trailing 12-month dividend of S$1.20, the bank’s shares offer a trailing yield of 4.4%.</p><h2><b>Singtel (SGX: Z74)</b></h2><p>Singtel is Singapore’s largest telecommunication company with a market capitalisation of S$43 billion.</p><p>The telco takes up a 6.5% position within the index and recently reported an upbeat outlook for itslatest business update.</p><p>Singtel’s historical dividend of S$0.093 means that its shares offer a historical dividend yield of 3.6%.</p><h2><b>Jardine Matheson Holdings (SGX: J36)</b></h2><p>Jardine Matheson is an investment holding company with a market capitalisation of around S$16 billion.</p><p>The group occupies a 3.9% position within the STI and holds interests in listed companies such as<b>Hongkong Land Holdings Limited</b>(SGX: H78),<b>Jardine Cycle & Carriage</b>(SGX: C07), and<b>DFI Retail Group</b>(SGX: D01).</p><p>Jardine Matheson reported a 22% year on year jump in underlying profit for 1H2022 and raised its interim dividend by 25% year on year to US$0.55.</p><p>Its trailing 12-month dividend stands at US$2.11 and its shares have a historical yield of 3.9%.</p><h2><b>CapitaLand Integrated Commercial Trust (SGX: C38U)</b></h2><p>CapitaLand Integrated Commercial Trust, or CICT, owns a portfolio of retail cum commercial assets with total assets under management of S$24.2 billion as of 31 December 2021.</p><p>CICT takes up a 3.7% weight within the STI and has a market capitalisation of S$13.6 billion.</p><p>The REIT reported a resilientset of earningsfor 1H2022 and its units sport a trailing distribution yield of 5.1%.</p><h2><b>Ascendas REIT (SGX: A17U)</b></h2><p>Ascendas REIT is Singapore’s largest industrial REIT with an AUM of S$16.6 billion as of 30 June 2022.</p><p>The REIT has a market capitalisation of S$11.9 billion and takes up 3.3% of the STI.</p><p>Ascendas REIT paid out a distribution per unit of S$0.15471 and its units offer a trailing 12-month distribution yield of 5.5%.</p><h2><b>CapitaLand Investment Limited (SGX: 9CI)</b></h2><p>CapitaLand Investment Limited, or CLI, is a global real estate investment manager with S$125 billion of real estate AUM and S$86 billion of real estate funds under management as of 30 June 2022.</p><p>CLI takes up 3.3% of the index and has a market capitalisation of S$19.2 billion.</p><p>The group paid out a total dividend of S$0.15 for FY2021, which translates to a historical dividend yield of 4.1%.</p><h2><b>Keppel Corporation Limited (SGX: BN4)</b></h2><p>Keppel Corporation is a conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.</p><p>The group takes up a 3.2% weight in the STI with a market capitalisation of S$13.5 billion.</p><p>For 1H2022, Keppel Corporation reported a 66% year on year jump in net profit and declared a higher interim dividend of S$0.15 per share.</p><p>Coupled with FY2021’s final dividend of S$0.21, the trailing 12-month dividend stands at S$0.36, and Keppel’s shares offer a trailing dividend yield of 4.9%.</p><h2><b>Wilmar International Limited (SGX: F34)</b></h2><p>Wilmar runs an integrated agribusiness model that covers the entire value chain for the agricultural commodities business.</p><p>The commodities giant occupies a 2.8% weight in the STI.</p><p>Wilmar has performed well in 1H2022 with its core net profit climbing 57.8% year on year to US$1.16 billion.</p><p>The group declared the highest interim dividend in its history of S$0.06 per share.</p><p>Coupled with the final dividend of S$0.105, the trailing 12-month dividend stands at S$0.165, giving its shares a trailing dividend yield of 4.1%.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 10 Most Influential Blue Chips in Singapore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 10 Most Influential Blue Chips in Singapore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 10:47 GMT+8 <a href=https://thesmartinvestor.com.sg/the-top-10-most-influential-blue-chips-in-singapore/><strong>smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re looking to invest in sturdy and resilientblue-chip stocks, it’s a good idea to check out what theStraits Times Index(SGX: ^STI), or STI, has to offer.The bellwether index consists of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/the-top-10-most-influential-blue-chips-in-singapore/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C38U.SI":"凯德商用新加坡信托","J36.SI":"怡和控股有限公司","O39.SI":"华侨银行","D05.SI":"星展集团控股","9CI.SI":"凯德投资","F34.SI":"丰益国际","BN4.SI":"吉宝有限公司","Z74.SI":"新电信","U11.SI":"大华银行","A17U.SI":"凯德腾飞房产信托"},"source_url":"https://thesmartinvestor.com.sg/the-top-10-most-influential-blue-chips-in-singapore/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130372891","content_text":"If you’re looking to invest in sturdy and resilientblue-chip stocks, it’s a good idea to check out what theStraits Times Index(SGX: ^STI), or STI, has to offer.The bellwether index consists of Singapore’s top 30 companies by market capitalisation.The STI is also the headline index in a family of indices created by the FTSE Group,Singapore Exchange Limited(SGX: S68), and Singapore Press Holdings.We profile the 10 largest stocks on the index that you may want to include on your buy watchlist.Note: All weights are correct as of 29 July 2022.DBS Group (SGX: D05)Taking up the highest weight at 18.8% is Singapore’s largest bank, DBS Group.The lender recently reported itssecond-highest net profiton record for its fiscal 2022’s first half (1H2022) earnings.With a market capitalisation of S$84 billion, the bank looks set to enjoy higher net interest income as global interest rates head higher.Investors can look forward to better net interest income from the bank in the coming quarters.DBS pays a quarterlydividendof S$0.36 per share (annualised dividend of S$1.44), and its shares offer a prospective dividend yield of 4.4%.OCBC Ltd (SGX: O39)OCBC is Singapore’s second-largest bank with a market capitalisation of around S$54.5 billion.The bank occupies a 13.6% weight in the STI and reported arecord net profitfor 1H2022 and will also enjoy the tailwinds of higher interest rates.With a trailing 12-month dividend of S$0.56, OCBC’s shares offer a trailing dividend yield of 4.7%.United Overseas Bank Ltd (SGX: U11)United Overseas Bank Ltd, or UOB, is the third of Singapore’s three big banks and occupies an 11.8% position within the STI.The bank has a market capitalisation of S$45.7 billion and announced a deal in January this year toacquireCitigroup’s(NYSE: C) consumer business in four countries for almost S$5 billion.UOB reported anet profitof S$2 billion for 1H2022.With a trailing 12-month dividend of S$1.20, the bank’s shares offer a trailing yield of 4.4%.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company with a market capitalisation of S$43 billion.The telco takes up a 6.5% position within the index and recently reported an upbeat outlook for itslatest business update.Singtel’s historical dividend of S$0.093 means that its shares offer a historical dividend yield of 3.6%.Jardine Matheson Holdings (SGX: J36)Jardine Matheson is an investment holding company with a market capitalisation of around S$16 billion.The group occupies a 3.9% position within the STI and holds interests in listed companies such asHongkong Land Holdings Limited(SGX: H78),Jardine Cycle & Carriage(SGX: C07), andDFI Retail Group(SGX: D01).Jardine Matheson reported a 22% year on year jump in underlying profit for 1H2022 and raised its interim dividend by 25% year on year to US$0.55.Its trailing 12-month dividend stands at US$2.11 and its shares have a historical yield of 3.9%.CapitaLand Integrated Commercial Trust (SGX: C38U)CapitaLand Integrated Commercial Trust, or CICT, owns a portfolio of retail cum commercial assets with total assets under management of S$24.2 billion as of 31 December 2021.CICT takes up a 3.7% weight within the STI and has a market capitalisation of S$13.6 billion.The REIT reported a resilientset of earningsfor 1H2022 and its units sport a trailing distribution yield of 5.1%.Ascendas REIT (SGX: A17U)Ascendas REIT is Singapore’s largest industrial REIT with an AUM of S$16.6 billion as of 30 June 2022.The REIT has a market capitalisation of S$11.9 billion and takes up 3.3% of the STI.Ascendas REIT paid out a distribution per unit of S$0.15471 and its units offer a trailing 12-month distribution yield of 5.5%.CapitaLand Investment Limited (SGX: 9CI)CapitaLand Investment Limited, or CLI, is a global real estate investment manager with S$125 billion of real estate AUM and S$86 billion of real estate funds under management as of 30 June 2022.CLI takes up 3.3% of the index and has a market capitalisation of S$19.2 billion.The group paid out a total dividend of S$0.15 for FY2021, which translates to a historical dividend yield of 4.1%.Keppel Corporation Limited (SGX: BN4)Keppel Corporation is a conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.The group takes up a 3.2% weight in the STI with a market capitalisation of S$13.5 billion.For 1H2022, Keppel Corporation reported a 66% year on year jump in net profit and declared a higher interim dividend of S$0.15 per share.Coupled with FY2021’s final dividend of S$0.21, the trailing 12-month dividend stands at S$0.36, and Keppel’s shares offer a trailing dividend yield of 4.9%.Wilmar International Limited (SGX: F34)Wilmar runs an integrated agribusiness model that covers the entire value chain for the agricultural commodities business.The commodities giant occupies a 2.8% weight in the STI.Wilmar has performed well in 1H2022 with its core net profit climbing 57.8% year on year to US$1.16 billion.The group declared the highest interim dividend in its history of S$0.06 per share.Coupled with the final dividend of S$0.105, the trailing 12-month dividend stands at S$0.165, giving its shares a trailing dividend yield of 4.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997306757,"gmtCreate":1661738487880,"gmtModify":1676536570261,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997306757","repostId":"1172408833","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996122640,"gmtCreate":1661134330682,"gmtModify":1676536459142,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996122640","repostId":"1169939062","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998147735,"gmtCreate":1660959699629,"gmtModify":1676536430461,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998147735","repostId":"1133089120","repostType":2,"repost":{"id":"1133089120","kind":"news","pubTimestamp":1660957054,"share":"https://ttm.financial/m/news/1133089120?lang=&edition=fundamental","pubTime":"2022-08-20 08:57","market":"sg","language":"en","title":"These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133089120","media":"The Smart Investor","summary":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four c","content":"<html><head></head><body><p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.</p><p><img src=\"https://static.tigerbbs.com/9833467a6ad6d0507aa473f862a2e27f\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Investors love a great bargain in the stock market.</p><p>The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.</p><p>By doing so, we increase the chances of obtaining a favourable outcome in the long run.</p><p>That said, it pays to be wary of value traps.</p><p>Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.</p><p>It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.</p><p>Here are four Singapore stocks that recently hit their 52-week lows.</p><p>We provide the facts but you need to decide if these stocks may be suitable for your portfolio.</p><p><b>Keppel Pacific Oak US REIT (SGX: CMOU)</b></p><p>Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.</p><p>Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.</p><p>KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.</p><p>The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.</p><p>Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.</p><p>The REIT maintains a high portfolio committed occupancy of 92%.</p><p>Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.</p><p>However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.</p><p><b>Manulife US REIT (SGX: BTOU)</b></p><p>Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.</p><p>The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.</p><p>1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU dipped by 3.3% year on year to US$0.0261.</p><p>MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.</p><p>The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.</p><p>Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.</p><p><b>Yangzijiang Financial Holding Ltd (SGX: YF8)</b></p><p>Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.</p><p>The group also provides wealth management services to clients and generates fee-based income through fund management activities.</p><p>Since it was spun off from parent <b>Yangzijiang Shipbuilding Holdings Ltd</b> (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.</p><p>YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.</p><p>Net profit tumbled by 30.6% year on year to S$136.4 million.</p><p>As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.</p><p>The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.</p><p><b>Top Glove Corporation Berhad (SGX: BVA)</b></p><p>Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.</p><p>The group exports to more than 195 countries worldwide and employs 22,000 staff.</p><p>Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.</p><p>For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.</p><p>Net profit plunged by 96% year on year to RM 288.6 million.</p><p>Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.</p><p>In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 08:57 GMT+8 <a href=https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YF8.SI":"YZJ Fin Hldg","BVA.SI":"顶级手套有限公司","CMOU.SI":"吉宝-KBS美国房地产信托","BTOU.SI":"宏利美国房地产投资信托"},"source_url":"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133089120","content_text":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.By doing so, we increase the chances of obtaining a favourable outcome in the long run.That said, it pays to be wary of value traps.Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.Here are four Singapore stocks that recently hit their 52-week lows.We provide the facts but you need to decide if these stocks may be suitable for your portfolio.Keppel Pacific Oak US REIT (SGX: CMOU)Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.The REIT maintains a high portfolio committed occupancy of 92%.Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.Manulife US REIT (SGX: BTOU)Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU dipped by 3.3% year on year to US$0.0261.MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.Yangzijiang Financial Holding Ltd (SGX: YF8)Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.The group also provides wealth management services to clients and generates fee-based income through fund management activities.Since it was spun off from parent Yangzijiang Shipbuilding Holdings Ltd (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.Net profit tumbled by 30.6% year on year to S$136.4 million.As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.Top Glove Corporation Berhad (SGX: BVA)Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.The group exports to more than 195 countries worldwide and employs 22,000 staff.Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.Net profit plunged by 96% year on year to RM 288.6 million.Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993920102,"gmtCreate":1660614879608,"gmtModify":1676536366099,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993920102","repostId":"1170902712","repostType":4,"repost":{"id":"1170902712","kind":"news","pubTimestamp":1660614084,"share":"https://ttm.financial/m/news/1170902712?lang=&edition=fundamental","pubTime":"2022-08-16 09:41","market":"sg","language":"en","title":"ComfortDelGro Declares a Special Dividend: 7 Things You Should Know About the Land Transport Giant’s Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1170902712","media":"The Smart Investor","summary":"The land transport giant is happy to reward investors after booking an exceptional gain.Happy days a","content":"<html><head></head><body><p>The land transport giant is happy to reward investors after booking an exceptional gain.</p><p><img src=\"https://static.tigerbbs.com/35d104de38e69988766513ca1ae67693\" tg-width=\"1200\" tg-height=\"492\" width=\"100%\" height=\"auto\"/></p><p>Happy days are here again for <b>ComfortDelGro Corporation Limited</b> (SGX: C52), or CDG.</p><p>With more COVID-19 restrictions being relaxed in countries where the group is operating, the land transport giant has reported a better set of financial numbers for its fiscal 2022’s first half (1H2022).</p><p>In addition, CDG also declared a special dividend of S$0.0141 per share, rewarding shareholders from the gains it made from the disposal of a London property.</p><p>What makes this payout extra special is that it is the first time in 15 years that the group has done so.</p><p>Chairman Lim Jit Poh also indicated that the group is open to paying out special dividends should there be extraordinary gains in the future.</p><p>Here are seven other highlights from CDG’s latest 1H2022 earnings.</p><p><b>1. Significantly higher operating and net profits</b></p><p>Revenue for the group inched up 6.7% year on year to S$1.86 billion.</p><p>Operating profit edged up 2.9% year on year to S$136.8 million, but last year’s operating profit had been boosted by COVID-19 government reliefs.</p><p>Stripping the relief out, operating profit would have surged by 67.8% year on year as economies opened up.</p><p>Finally, net profit rose 30.4% year on year to S$118.7 million, helped by a S$38.8 million net gain on the disposal of a property (see point 2).</p><p><b>2. Gain on disposal of property</b></p><p>CDG’s results this round were boosted by the gain on the sale of Alperton property in the UK of S$37.2 million.</p><p>As a result, the group’s cash flow statement reflected a nearly four-fold jump in proceeds from the disposal of fixed assets, from S$16.1 million to S$63.1 million.</p><p>Free cash flow for 1H2022 remained healthy at S$126.7 million, though this level is less than half the S$271.4 million generated in the prior year.</p><p><b>3. A mixed performance by region</b></p><p>Singapore was, by far, the largest contributor to CDG’s operating profit once again at 72%.</p><p>Next in line was Australia at 28% of group operating profit excluding disposals and government reliefs.</p><p>However, when it comes to performance between regions, the results were mixed.</p><p>Singapore saw its operating profit more than double year on year to S$91.5 million for 1H2022.</p><p>Australia’s operating profit dipped slightly from S$37.8 million to S$36 million but China saw a near-70% year on year plunge in operating profit due to COVID restrictions.</p><p>Elsewhere, the UK and Ireland saw a significant narrowing of operating losses but still posted a small operating loss of S$3.4 million.</p><p><b>4. Higher profits from public transport and taxi divisions</b></p><p>Public transport services made up close to 80% of CDG’s group revenue but makes up around half of group operating profit.</p><p>With more people riding on public transport, operating profit for the division inched up from S$82.5 million to S$85.6 million.</p><p>However, the Taxi division saw revenue fall 6.5% year on year to S$211.3 million principally due to lockdowns in China and lack of contributions from the London and Vietnam taxi businesses following their divestment in 2021 and this year, respectively.</p><p>On the bright side, operating profit for this division rose 18.4% year on year on the back of an increase in Singapore taxi revenue.</p><p><b>5. Dividend yield above 4%</b></p><p>CDG declared an interim dividend of S$0.0285, up 35.7% year on year from 1H2021’s S$0.021.</p><p>Together with the special dividend of S$0.0141, the total dividend announced this round came up to S$0.0426.</p><p>Coupled with last year’s final dividend of S$0.021, the trailing 12-month dividend stood at S$0.0636, giving CDG’s shares a trailing dividend yield of 4.4%.</p><p><b>6. Driving growth in four segments</b></p><p>CDG plans to drive growth through investments in four business segments.</p><p>These are rail, electrification, logistics, and non-emergency medical transportation.</p><p>In 1H2022, the group’s 50% joint venture, Auckland One Rail, made its maiden contribution to group revenue.</p><p>Investors can look forward to more acquisitions or partnerships in these four areas in the coming quarters.</p><p><b>7. A cautious business outlook</b></p><p>CDG sounded a cautious tone for its business outlook.</p><p>High energy prices will negatively impact the public transport services division, and the impact of fuel indexation for public bus contracts remains unclear.</p><p>Rail ridership in Singapore and bus and coach services in Australia and the UK are expected to improve, but taxi revenues in China continue to be badly impacted by the country’s COVID-zero policy.</p><p>Meanwhile, high inflation rates will put pressure on margins for the group.</p><p>Amid the challenges, CDG will carry on looking for suitable investments in smart and green mobility and continue to look for growth opportunities.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ComfortDelGro Declares a Special Dividend: 7 Things You Should Know About the Land Transport Giant’s Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nComfortDelGro Declares a Special Dividend: 7 Things You Should Know About the Land Transport Giant’s Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 09:41 GMT+8 <a href=https://thesmartinvestor.com.sg/comfortdelgro-declares-a-special-dividend-7-things-you-should-know-about-the-land-transport-giants-latest-earnings/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The land transport giant is happy to reward investors after booking an exceptional gain.Happy days are here again for ComfortDelGro Corporation Limited (SGX: C52), or CDG.With more COVID-19 ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/comfortdelgro-declares-a-special-dividend-7-things-you-should-know-about-the-land-transport-giants-latest-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C52.SI":"康福德高企业"},"source_url":"https://thesmartinvestor.com.sg/comfortdelgro-declares-a-special-dividend-7-things-you-should-know-about-the-land-transport-giants-latest-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170902712","content_text":"The land transport giant is happy to reward investors after booking an exceptional gain.Happy days are here again for ComfortDelGro Corporation Limited (SGX: C52), or CDG.With more COVID-19 restrictions being relaxed in countries where the group is operating, the land transport giant has reported a better set of financial numbers for its fiscal 2022’s first half (1H2022).In addition, CDG also declared a special dividend of S$0.0141 per share, rewarding shareholders from the gains it made from the disposal of a London property.What makes this payout extra special is that it is the first time in 15 years that the group has done so.Chairman Lim Jit Poh also indicated that the group is open to paying out special dividends should there be extraordinary gains in the future.Here are seven other highlights from CDG’s latest 1H2022 earnings.1. Significantly higher operating and net profitsRevenue for the group inched up 6.7% year on year to S$1.86 billion.Operating profit edged up 2.9% year on year to S$136.8 million, but last year’s operating profit had been boosted by COVID-19 government reliefs.Stripping the relief out, operating profit would have surged by 67.8% year on year as economies opened up.Finally, net profit rose 30.4% year on year to S$118.7 million, helped by a S$38.8 million net gain on the disposal of a property (see point 2).2. Gain on disposal of propertyCDG’s results this round were boosted by the gain on the sale of Alperton property in the UK of S$37.2 million.As a result, the group’s cash flow statement reflected a nearly four-fold jump in proceeds from the disposal of fixed assets, from S$16.1 million to S$63.1 million.Free cash flow for 1H2022 remained healthy at S$126.7 million, though this level is less than half the S$271.4 million generated in the prior year.3. A mixed performance by regionSingapore was, by far, the largest contributor to CDG’s operating profit once again at 72%.Next in line was Australia at 28% of group operating profit excluding disposals and government reliefs.However, when it comes to performance between regions, the results were mixed.Singapore saw its operating profit more than double year on year to S$91.5 million for 1H2022.Australia’s operating profit dipped slightly from S$37.8 million to S$36 million but China saw a near-70% year on year plunge in operating profit due to COVID restrictions.Elsewhere, the UK and Ireland saw a significant narrowing of operating losses but still posted a small operating loss of S$3.4 million.4. Higher profits from public transport and taxi divisionsPublic transport services made up close to 80% of CDG’s group revenue but makes up around half of group operating profit.With more people riding on public transport, operating profit for the division inched up from S$82.5 million to S$85.6 million.However, the Taxi division saw revenue fall 6.5% year on year to S$211.3 million principally due to lockdowns in China and lack of contributions from the London and Vietnam taxi businesses following their divestment in 2021 and this year, respectively.On the bright side, operating profit for this division rose 18.4% year on year on the back of an increase in Singapore taxi revenue.5. Dividend yield above 4%CDG declared an interim dividend of S$0.0285, up 35.7% year on year from 1H2021’s S$0.021.Together with the special dividend of S$0.0141, the total dividend announced this round came up to S$0.0426.Coupled with last year’s final dividend of S$0.021, the trailing 12-month dividend stood at S$0.0636, giving CDG’s shares a trailing dividend yield of 4.4%.6. Driving growth in four segmentsCDG plans to drive growth through investments in four business segments.These are rail, electrification, logistics, and non-emergency medical transportation.In 1H2022, the group’s 50% joint venture, Auckland One Rail, made its maiden contribution to group revenue.Investors can look forward to more acquisitions or partnerships in these four areas in the coming quarters.7. A cautious business outlookCDG sounded a cautious tone for its business outlook.High energy prices will negatively impact the public transport services division, and the impact of fuel indexation for public bus contracts remains unclear.Rail ridership in Singapore and bus and coach services in Australia and the UK are expected to improve, but taxi revenues in China continue to be badly impacted by the country’s COVID-zero policy.Meanwhile, high inflation rates will put pressure on margins for the group.Amid the challenges, CDG will carry on looking for suitable investments in smart and green mobility and continue to look for growth opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907879763,"gmtCreate":1660178797855,"gmtModify":1703478761925,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907879763","repostId":"2258221706","repostType":2,"repost":{"id":"2258221706","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660177446,"share":"https://ttm.financial/m/news/2258221706?lang=&edition=fundamental","pubTime":"2022-08-11 08:24","market":"sg","language":"en","title":"Singapore Q2 GDP Grows 4.4% Y/Y, Slower Than First Estimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2258221706","media":"Reuters","summary":"SINGAPORE, Aug 11 (Reuters) - Singapore's economy expanded less than initially estimated in the seco","content":"<html><head></head><body><p>SINGAPORE, Aug 11 (Reuters) - Singapore's economy expanded less than initially estimated in the second quarter, official data showed on Thursday.</p><p>Gross domestic product (GDP) grew 4.4% year-on-year in the second quarter, the Ministry of Trade and Industry (MTI) said, lower than the 4.8% growth seen in the government's advance estimate.</p><p>On a quarter-on-quarter seasonally adjusted basis, the economy contracted 0.2%, compared with the government's advance 0% estimate and the 0.8% growth in the first quarter.</p><p>The MTI said it would narrow its 2022 GDP growth forecast to "3% to 4%" from "3% to 5%, adding the external demand outlook for the economy has weakened compared with three months ago.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Q2 GDP Grows 4.4% Y/Y, Slower Than First Estimated</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Q2 GDP Grows 4.4% Y/Y, Slower Than First Estimated\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-11 08:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Aug 11 (Reuters) - Singapore's economy expanded less than initially estimated in the second quarter, official data showed on Thursday.</p><p>Gross domestic product (GDP) grew 4.4% year-on-year in the second quarter, the Ministry of Trade and Industry (MTI) said, lower than the 4.8% growth seen in the government's advance estimate.</p><p>On a quarter-on-quarter seasonally adjusted basis, the economy contracted 0.2%, compared with the government's advance 0% estimate and the 0.8% growth in the first quarter.</p><p>The MTI said it would narrow its 2022 GDP growth forecast to "3% to 4%" from "3% to 5%, adding the external demand outlook for the economy has weakened compared with three months ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258221706","content_text":"SINGAPORE, Aug 11 (Reuters) - Singapore's economy expanded less than initially estimated in the second quarter, official data showed on Thursday.Gross domestic product (GDP) grew 4.4% year-on-year in the second quarter, the Ministry of Trade and Industry (MTI) said, lower than the 4.8% growth seen in the government's advance estimate.On a quarter-on-quarter seasonally adjusted basis, the economy contracted 0.2%, compared with the government's advance 0% estimate and the 0.8% growth in the first quarter.The MTI said it would narrow its 2022 GDP growth forecast to \"3% to 4%\" from \"3% to 5%, adding the external demand outlook for the economy has weakened compared with three months ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904807803,"gmtCreate":1660014759104,"gmtModify":1703476984725,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904807803","repostId":"1100048788","repostType":2,"repost":{"id":"1100048788","kind":"news","pubTimestamp":1660010935,"share":"https://ttm.financial/m/news/1100048788?lang=&edition=fundamental","pubTime":"2022-08-09 10:08","market":"sg","language":"en","title":"Sembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1100048788","media":"The Smart Investor","summary":"It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s f","content":"<html><head></head><body><p>It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.</p><p>Thetrio of local bankshas reported a set of results that attest to their resilience even as an economic slowdown looms, while conglomerate <a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation Limited</a> and contract manufacturer <a href=\"https://laohu8.com/S/V03.SI\">Venture Corporation Limited</a> have both announced higher profits.</p><p>Inflationhas pushed up the prices of a wide variety of goods and services, including electricity and gas prices.</p><p>But this news is sweet music to the ears of <a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries Limited</a>, or SCI.</p><p>The increase in electricity prices has resulted in the utility company reporting significantly higher profits for 1H2022.</p><p>Here are five highlights from SCI’s latest earnings.</p><p><b>1. A strong set of financial numbers</b></p><p>SCI reported a 45% year on year jump in revenue to S$4.76 billion, with its Conventional Energy segment bringing in the lion’s share (87.4%) of the total.</p><p>Gross profit grew a smaller 28% year on year to S$677 million.</p><p>Net profit soared more than 10-fold to US$490 million as a result of higher profits from changes in the fair value of financial instruments, coupled with the absence of an impairment loss of S$206 million..</p><p>If the impairment loss is excluded, SCI’s net profit would have surged by 94% year on year.</p><p>The group had around S$1.66 billion of cash and financial assets as of 30 June 2022 along with S$8.7 billion of debt.</p><p>Free cash flow generated for 1H2022 was nearly 20% higher year on year at S$394 million.</p><p><b>2. Higher contributions from Energy segments</b></p><p>The group saw significantly better contributions from both its energy segments for 1H2022.</p><p>SCI’s Renewables division saw revenue climb 52.1% year on year from S$146 million to S$222 million with net profit for the segment more than tripling year on year to S$76 million.</p><p>The better result was due to new acquisitions in China, higher installed wind energy capacity in India, and higher selling prices for solar energy in Singapore.</p><p>As for Conventional Energy, revenue grew 50.8% year on year to S$4.16 billion while net profit (before exceptional items) more than doubled over the same period from S$187 million to S$397 million.</p><p>The division benefitted from higher electricity prices in India and Singapore along with gains from Singapore gas hedges entered into last year.</p><p><b>3. Good progress in growing renewables capacity</b></p><p>SCI’s gross installed renewables capacity has grown steadily over the years.</p><p>It stood at 2.6 gigawatts (GW) at end-2020 and has now more than doubled to 5.4 GW at end-1H2022.</p><p>1H2022 saw 0.9 GW being added, with a further 1.7 GW under development.</p><p>The utility group had completed acquisitions in China, secured renewable projects in India, and launched a solar farm in Singapore, among other successful business development efforts.</p><p>Together with projects under development, SCI’s gross renewables capacity will hit 7.1 GW.</p><p>The growth is in line with the group’s plan to grow its installed capacity to 10 GW by 2025 as articulated during itsInvestor Daylast year.</p><p><b>4. Doubling its interim dividend</b></p><p>In line with its strong performance, SCI has doubled its interim dividend from S$0.02 last year to S$0.04.</p><p>When added to the final dividend of S$0.03 for FY2021, the group’s trailing 12-month dividend stands at S$0.07, giving its share a trailing dividend yield of 2.3%.</p><p><b>5. A mixed outlook</b></p><p>For 2H2022, earnings from SCI’s Conventional Energy division are expected to hold up assuming market conditions remain favourable.</p><p>For its Renewables division, contributions will flow in from the China renewables portfolio that was acquired in 1H2022.</p><p>However, SCI did caution that higher corporate expenses are also on the cards.</p><p>Rising interest rateswill raise borrowing costs for the group even as it undertakes new acquisitions by tapping on debt.</p><p>Finally, volatility in the commodity markets, along with disrupted supply chains due to theRussia-Ukraine war, are also additional risks that investors need to be mindful of.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 10:08 GMT+8 <a href=https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.Thetrio of local bankshas reported a set of results that attest to their ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100048788","content_text":"It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.Thetrio of local bankshas reported a set of results that attest to their resilience even as an economic slowdown looms, while conglomerate Keppel Corporation Limited and contract manufacturer Venture Corporation Limited have both announced higher profits.Inflationhas pushed up the prices of a wide variety of goods and services, including electricity and gas prices.But this news is sweet music to the ears of Sembcorp Industries Limited, or SCI.The increase in electricity prices has resulted in the utility company reporting significantly higher profits for 1H2022.Here are five highlights from SCI’s latest earnings.1. A strong set of financial numbersSCI reported a 45% year on year jump in revenue to S$4.76 billion, with its Conventional Energy segment bringing in the lion’s share (87.4%) of the total.Gross profit grew a smaller 28% year on year to S$677 million.Net profit soared more than 10-fold to US$490 million as a result of higher profits from changes in the fair value of financial instruments, coupled with the absence of an impairment loss of S$206 million..If the impairment loss is excluded, SCI’s net profit would have surged by 94% year on year.The group had around S$1.66 billion of cash and financial assets as of 30 June 2022 along with S$8.7 billion of debt.Free cash flow generated for 1H2022 was nearly 20% higher year on year at S$394 million.2. Higher contributions from Energy segmentsThe group saw significantly better contributions from both its energy segments for 1H2022.SCI’s Renewables division saw revenue climb 52.1% year on year from S$146 million to S$222 million with net profit for the segment more than tripling year on year to S$76 million.The better result was due to new acquisitions in China, higher installed wind energy capacity in India, and higher selling prices for solar energy in Singapore.As for Conventional Energy, revenue grew 50.8% year on year to S$4.16 billion while net profit (before exceptional items) more than doubled over the same period from S$187 million to S$397 million.The division benefitted from higher electricity prices in India and Singapore along with gains from Singapore gas hedges entered into last year.3. Good progress in growing renewables capacitySCI’s gross installed renewables capacity has grown steadily over the years.It stood at 2.6 gigawatts (GW) at end-2020 and has now more than doubled to 5.4 GW at end-1H2022.1H2022 saw 0.9 GW being added, with a further 1.7 GW under development.The utility group had completed acquisitions in China, secured renewable projects in India, and launched a solar farm in Singapore, among other successful business development efforts.Together with projects under development, SCI’s gross renewables capacity will hit 7.1 GW.The growth is in line with the group’s plan to grow its installed capacity to 10 GW by 2025 as articulated during itsInvestor Daylast year.4. Doubling its interim dividendIn line with its strong performance, SCI has doubled its interim dividend from S$0.02 last year to S$0.04.When added to the final dividend of S$0.03 for FY2021, the group’s trailing 12-month dividend stands at S$0.07, giving its share a trailing dividend yield of 2.3%.5. A mixed outlookFor 2H2022, earnings from SCI’s Conventional Energy division are expected to hold up assuming market conditions remain favourable.For its Renewables division, contributions will flow in from the China renewables portfolio that was acquired in 1H2022.However, SCI did caution that higher corporate expenses are also on the cards.Rising interest rateswill raise borrowing costs for the group even as it undertakes new acquisitions by tapping on debt.Finally, volatility in the commodity markets, along with disrupted supply chains due to theRussia-Ukraine war, are also additional risks that investors need to be mindful of.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908431855,"gmtCreate":1659412359577,"gmtModify":1705980112967,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908431855","repostId":"1173234785","repostType":2,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909260688,"gmtCreate":1658881015744,"gmtModify":1676536222008,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909260688","repostId":"1157699686","repostType":2,"repost":{"id":"1157699686","kind":"news","pubTimestamp":1658880350,"share":"https://ttm.financial/m/news/1157699686?lang=&edition=fundamental","pubTime":"2022-07-27 08:05","market":"sg","language":"en","title":"Rebound Predicted For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1157699686","media":"RTTNews","summary":"The Singapore stock market has alternated between positive and negative finishes through the last si","content":"<html><head></head><body><p>The Singapore stock market has alternated between positive and negative finishes through the last six trading days since the end of the two-day winning streak in which it had collected more than 30 points or 1 percent. The Straits Times Index now rests just above the 3,190-point plateau although it figures to head south again on Wednesday.</p><p>The global forecast for the Asian markets is negative, with weakness expected especially from the oil and technology stocks ahead of the FOMC rate decision later today. The European and U.S. markets were down and the Asian markets are predicted to follow that lead.</p><p>The STI finished modestly higher on Tuesday following gains from the financial shares, while the properties and industrials were mixed.</p><p>For the day, the index improved 11.65 points or 0.37 percent to finish at 3,192.12 after trading between 3,174.39 and 3,193.64. Volume was 1 billion shares worth 741.2 million Singapore dollars. There were 248 gainers and 183 decliners.</p><p>Among the actives, Ascendas REIT soared 1.38 percent, while CapitaLand Integrated Commercial Trust surged 1.90 percent, CapitaLand Investment plummeted 1.53 percent, City Developments gained 0.39 percent, Comfort DelGro plunged 1.38 percent, DBS Group collected 0.58 percent, Hongkong Land slumped 0.61 percent, Keppel Corp added 0.61 percent, Mapletree Commercial Trust was up 0.54 percent, Mapletree Industrial Trust rallied 1.13 percent, Mapletree Logistics Trust jumped 1.15 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both climbed 0.87 percent, SATS and SingTel both advanced 0.76 percent, SembCorp Industries sank 0.34 percent, Singapore Exchange tanked 1.22 percent, Singapore Technologies Engineering fell 0.24 percent, Wilmar International lost 0.25 percent, Yangzijiang Financial spiked 1.28 percent, Yangzijiang Shipbuilding tumbled 1.09 percent and Genting Singapore and Thai Beverage were unchanged.</p><p>The lead from Wall Street is soft as the major averages opened lower on Tuesday and remained in the red throughout the day, ending near session lows.</p><p>The Dow tumbled 228.50 points or 0.71 percent to finish at 31,761.54, while the NASDAQ plunged 220.09 points or 1.87 percent to close at 11,562.57 and the S&P 500 dropped 45.79 points or 1.15 percent to end at 3,921.05.</p><p>The weakness on Wall Street also came as traders looked ahead to the Federal Reserve's monetary policy announcement later today. The Fed is widely expected to announce another 75 basis point rate hike as part of its efforts to combat elevated inflation.</p><p>In corporate news, Walmart came under pressure after lowering its guidance for the second quarter and full year due to pricing actions aimed to improve inventory levels. Auto giant General Motors (GM) also moved to the downside after reporting Q2 earnings that missed estimates.</p><p>In U.S. economic news, the Commerce Department said new home sales pulled back by more than expected in June. Also, the Conference Board said consumer confidence in the U.S. deteriorated by more than expected in of July.</p><p>Crude oil prices fell on Tuesday, weighed by an announcement from the Biden administration about more sales from the national oil reserve to fight inflation at the pump. The dollar's rebound from recent losses also contributed the drop in oil prices. West Texas Intermediate Crude oil futures for September ended lower by $1.72 or 1.8 percent at $94.98 a barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rebound Predicted For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRebound Predicted For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:05 GMT+8 <a href=https://www.rttnews.com/3299325/rebound-predicted-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has alternated between positive and negative finishes through the last six trading days since the end of the two-day winning streak in which it had collected more than 30 ...</p>\n\n<a href=\"https://www.rttnews.com/3299325/rebound-predicted-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3299325/rebound-predicted-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157699686","content_text":"The Singapore stock market has alternated between positive and negative finishes through the last six trading days since the end of the two-day winning streak in which it had collected more than 30 points or 1 percent. The Straits Times Index now rests just above the 3,190-point plateau although it figures to head south again on Wednesday.The global forecast for the Asian markets is negative, with weakness expected especially from the oil and technology stocks ahead of the FOMC rate decision later today. The European and U.S. markets were down and the Asian markets are predicted to follow that lead.The STI finished modestly higher on Tuesday following gains from the financial shares, while the properties and industrials were mixed.For the day, the index improved 11.65 points or 0.37 percent to finish at 3,192.12 after trading between 3,174.39 and 3,193.64. Volume was 1 billion shares worth 741.2 million Singapore dollars. There were 248 gainers and 183 decliners.Among the actives, Ascendas REIT soared 1.38 percent, while CapitaLand Integrated Commercial Trust surged 1.90 percent, CapitaLand Investment plummeted 1.53 percent, City Developments gained 0.39 percent, Comfort DelGro plunged 1.38 percent, DBS Group collected 0.58 percent, Hongkong Land slumped 0.61 percent, Keppel Corp added 0.61 percent, Mapletree Commercial Trust was up 0.54 percent, Mapletree Industrial Trust rallied 1.13 percent, Mapletree Logistics Trust jumped 1.15 percent, Oversea-Chinese Banking Corporation and United Overseas Bank both climbed 0.87 percent, SATS and SingTel both advanced 0.76 percent, SembCorp Industries sank 0.34 percent, Singapore Exchange tanked 1.22 percent, Singapore Technologies Engineering fell 0.24 percent, Wilmar International lost 0.25 percent, Yangzijiang Financial spiked 1.28 percent, Yangzijiang Shipbuilding tumbled 1.09 percent and Genting Singapore and Thai Beverage were unchanged.The lead from Wall Street is soft as the major averages opened lower on Tuesday and remained in the red throughout the day, ending near session lows.The Dow tumbled 228.50 points or 0.71 percent to finish at 31,761.54, while the NASDAQ plunged 220.09 points or 1.87 percent to close at 11,562.57 and the S&P 500 dropped 45.79 points or 1.15 percent to end at 3,921.05.The weakness on Wall Street also came as traders looked ahead to the Federal Reserve's monetary policy announcement later today. The Fed is widely expected to announce another 75 basis point rate hike as part of its efforts to combat elevated inflation.In corporate news, Walmart came under pressure after lowering its guidance for the second quarter and full year due to pricing actions aimed to improve inventory levels. Auto giant General Motors (GM) also moved to the downside after reporting Q2 earnings that missed estimates.In U.S. economic news, the Commerce Department said new home sales pulled back by more than expected in June. Also, the Conference Board said consumer confidence in the U.S. deteriorated by more than expected in of July.Crude oil prices fell on Tuesday, weighed by an announcement from the Biden administration about more sales from the national oil reserve to fight inflation at the pump. The dollar's rebound from recent losses also contributed the drop in oil prices. West Texas Intermediate Crude oil futures for September ended lower by $1.72 or 1.8 percent at $94.98 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074517942,"gmtCreate":1658371891586,"gmtModify":1676536149520,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074517942","repostId":"1163305982","repostType":2,"repost":{"id":"1163305982","kind":"news","pubTimestamp":1658370483,"share":"https://ttm.financial/m/news/1163305982?lang=&edition=fundamental","pubTime":"2022-07-21 10:28","market":"sg","language":"en","title":"4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=1163305982","media":"the smart investor","summary":"Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2cbfb93fbdb819051e8efe121f485cda\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Everyone loves to own a stock that pays outdividendsthrough good times and bad.</p><p>Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.</p><p>Blue-chipcompanies,REITsand even smaller businesses have built up a track record of increasing their dividends every year.</p><p>Their reliability andresiliencemake them perfect candidates for an investment portfolio that can withstand a recession.</p><p>Although my investment portfolio contains these four dividend-paying stocks, I wished I had owned them sooner.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator offers a comprehensive range of securities for investors and fund managers to buy and sell.</p><p>I scooped up shares of SGX back in 2018 when it was paying out an annual dividend of S$0.30 per share.</p><p>Fast forward to today, and SGX has increased its dividend to S$0.32 per share, paying out S$0.08 every quarter.</p><p>Shares now offer a trailing dividend yield of 3.3%.</p><p>The exchange has been busy this year with the listing of threespecial purpose acquisition companies(SPACs), a first for Singapore.</p><p>SGX is also partnering with <b>OCBC Bank</b>(SGX: O39) to launch its Lion-OCBC Securities Singapore Low Carbon ETF, an exchange-traded fund with S$60 million of assets under management at launch.</p><p>In addition, SGX has also welcomed new listings from spin-offs such as <b>Yangzijiang Financial Holding Ltd</b>(SGX: YF8), as well as secondary listings from <b>Nio Inc</b>(SGX: NIO) and <b>Emperador Inc</b>(SGX: EMI), an electric car and liquor company, respectively.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>DBS needs no introduction, being Singapore’s largest bank.</p><p>I first accumulated shares of the lender in early 2020, when the Monetary Authority of Singapore (MAS)called onall three local banks to limit their dividend payments.</p><p>As a result, DBS had to slash its quarterly dividend from S$0.33 to S$0.18 but offered scrip as an alternative to its cash dividend.</p><p>I was not worried about its financial viability or its ability to continue paying out dividends because the lender has been through multiple crises in the past.</p><p>True to form, when MASlifted these restrictionsin July last year, DBS restored its dividend and subsequently, increased it to S$0.36 per quarter.</p><p>At an annualised dividend of S$1.44, DBS’ shares offer a prospective dividend yield of 4.8%.</p><h2><b>Mapletree Industrial Trust (SGX: ME8U)</b></h2><p>Mapletree Industrial Trust, or MIT, is an industrial REIT that owns 143 properties worth S$8.8 billion as of 31 March 2022.</p><p>I started scooping up units of this REIT only in October last year.</p><p>As a result, I missed out on consecutive years of increasing distributions since MIT was listed back in 2010.</p><p>The REIT has a great combination of a solid track record of delivering higher distribution per unit (DPU) and also a strong sponsor in Mapletree Investments Pte Ltd.</p><p>Overall portfolio occupancy remained high at 93.9% as of 31 March 2022, and MIT had a gearing ratio of 38.4% with a low average cost of debt of 2.5%.</p><p>The REIT is currently redeveloping a cluster of buildings at Kallang Way for S$300 million which is expected to be completed in the first half of next year.</p><h2><b>Micro-Mechanics (Holdings) Ltd (SGX: 5DD)</b></h2><p>Micro-Mechanics (Holdings) Ltd, or MMH, designs, manufactures, and markets high-precision tools and parts used in the semiconductor industry.</p><p>The group also engages in the contract manufacturing of parts and tools used in the wafer fabrication industry.</p><p>MMH is a stock I wished I’d owned much earlier on, as the company had raised its annual dividend from just S$0.03 in fiscal 2014 (FY2014) to S$0.14 in FY2021, a more than four-fold increase.</p><p>The group reported a respectable set of earnings for the first nine months of FY2022 (9M2022).</p><p>Revenue rose 10.8% year on year to S$60.5 million while operating profit increased by 10% year on year to S$18.7 million.</p><p>Net profit inched up 5% year on year to S$13.9 million.</p><p>The outlook for the semiconductor industry appears bright.</p><p>The World Semiconductor Trade Statistics (WSTS) projects that the global semiconductor market will grow by 8.8% year on year in 2022 to US$601 billion.</p><p>In a recession…should you buy blue chip companies? Or will REITs be a better investment vehicle? These are questions every investor might ask today. And these are what we’ll be answering in our upcoming webinar “How to make money during a recession”. Come prepared as you migh walk away with insights that could make you even more money than during a bull market.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 10:28 GMT+8 <a href=https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/><strong>the smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.Blue-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5DD.SI":"微机械","S68.SI":"新加坡交易所","ME8U.SI":"丰树工业信托","D05.SI":"星展集团控股"},"source_url":"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163305982","content_text":"Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.Blue-chipcompanies,REITsand even smaller businesses have built up a track record of increasing their dividends every year.Their reliability andresiliencemake them perfect candidates for an investment portfolio that can withstand a recession.Although my investment portfolio contains these four dividend-paying stocks, I wished I had owned them sooner.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator offers a comprehensive range of securities for investors and fund managers to buy and sell.I scooped up shares of SGX back in 2018 when it was paying out an annual dividend of S$0.30 per share.Fast forward to today, and SGX has increased its dividend to S$0.32 per share, paying out S$0.08 every quarter.Shares now offer a trailing dividend yield of 3.3%.The exchange has been busy this year with the listing of threespecial purpose acquisition companies(SPACs), a first for Singapore.SGX is also partnering with OCBC Bank(SGX: O39) to launch its Lion-OCBC Securities Singapore Low Carbon ETF, an exchange-traded fund with S$60 million of assets under management at launch.In addition, SGX has also welcomed new listings from spin-offs such as Yangzijiang Financial Holding Ltd(SGX: YF8), as well as secondary listings from Nio Inc(SGX: NIO) and Emperador Inc(SGX: EMI), an electric car and liquor company, respectively.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank.I first accumulated shares of the lender in early 2020, when the Monetary Authority of Singapore (MAS)called onall three local banks to limit their dividend payments.As a result, DBS had to slash its quarterly dividend from S$0.33 to S$0.18 but offered scrip as an alternative to its cash dividend.I was not worried about its financial viability or its ability to continue paying out dividends because the lender has been through multiple crises in the past.True to form, when MASlifted these restrictionsin July last year, DBS restored its dividend and subsequently, increased it to S$0.36 per quarter.At an annualised dividend of S$1.44, DBS’ shares offer a prospective dividend yield of 4.8%.Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, is an industrial REIT that owns 143 properties worth S$8.8 billion as of 31 March 2022.I started scooping up units of this REIT only in October last year.As a result, I missed out on consecutive years of increasing distributions since MIT was listed back in 2010.The REIT has a great combination of a solid track record of delivering higher distribution per unit (DPU) and also a strong sponsor in Mapletree Investments Pte Ltd.Overall portfolio occupancy remained high at 93.9% as of 31 March 2022, and MIT had a gearing ratio of 38.4% with a low average cost of debt of 2.5%.The REIT is currently redeveloping a cluster of buildings at Kallang Way for S$300 million which is expected to be completed in the first half of next year.Micro-Mechanics (Holdings) Ltd (SGX: 5DD)Micro-Mechanics (Holdings) Ltd, or MMH, designs, manufactures, and markets high-precision tools and parts used in the semiconductor industry.The group also engages in the contract manufacturing of parts and tools used in the wafer fabrication industry.MMH is a stock I wished I’d owned much earlier on, as the company had raised its annual dividend from just S$0.03 in fiscal 2014 (FY2014) to S$0.14 in FY2021, a more than four-fold increase.The group reported a respectable set of earnings for the first nine months of FY2022 (9M2022).Revenue rose 10.8% year on year to S$60.5 million while operating profit increased by 10% year on year to S$18.7 million.Net profit inched up 5% year on year to S$13.9 million.The outlook for the semiconductor industry appears bright.The World Semiconductor Trade Statistics (WSTS) projects that the global semiconductor market will grow by 8.8% year on year in 2022 to US$601 billion.In a recession…should you buy blue chip companies? Or will REITs be a better investment vehicle? These are questions every investor might ask today. And these are what we’ll be answering in our upcoming webinar “How to make money during a recession”. Come prepared as you migh walk away with insights that could make you even more money than during a bull market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075742798,"gmtCreate":1658272837314,"gmtModify":1676536130559,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075742798","repostId":"2252275158","repostType":4,"repost":{"id":"2252275158","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658272419,"share":"https://ttm.financial/m/news/2252275158?lang=&edition=fundamental","pubTime":"2022-07-20 07:13","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2252275158","media":"Reuters","summary":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earni","content":"<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.</p><p>"Earnings have come in better than lowered expectations," said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared."</p><p>Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>"The macro picture hasn't changed," said Kim. "We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power."</p><p>In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-20 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.</p><p>"Earnings have come in better than lowered expectations," said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared."</p><p>Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>"The macro picture hasn't changed," said Kim. "We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power."</p><p>In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252275158","content_text":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.Truist Financial Corp also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.\"Earnings have come in better than lowered expectations,\" said Paul Kim, CEO of Simplify Asset Management in New York.\"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared.\"Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.\"The macro picture hasn't changed,\" said Kim. \"We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power.\"In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075686311,"gmtCreate":1658191995833,"gmtModify":1676536119659,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075686311","repostId":"1199326350","repostType":4,"repost":{"id":"1199326350","kind":"news","pubTimestamp":1658191124,"share":"https://ttm.financial/m/news/1199326350?lang=&edition=fundamental","pubTime":"2022-07-19 08:38","market":"sg","language":"en","title":"Singapore Stocks to Watch: Keppel, First Reit, Sembcorp","url":"https://stock-news.laohu8.com/highlight/detail?id=1199326350","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying —","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):</p><p>Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying — a wholly-owned subsidiary of Tianjin Zhengxin Group — to jointly develop a greenfield data centre in Greater Beijing, China.</p><p>Unitholders of First Reit have raised a number of questions regarding the company’s divestment of Siloam Hospitals Surabaya. In a bourse filing on Monday (Jul 18), the real estate investment trust (Reit) posted a lengthy list of questions that it had received from its unitholders, including queries on the rationale of the divestment, the resultant distribution per unit (DPU) changes, as well as the plans of the Reit manager to turn around the group’s business and profitability.</p><p>Sembcorp Industries, on July 19, announced that its Myanmar subsidiary has not received any directive to halt repayment of its foreign loans. It adds that payments from its offtaker have also been promptly received.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Keppel, First Reit, Sembcorp</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Keppel, First Reit, Sembcorp\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 08:38 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying —...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AJBU.SI":"吉宝数据中心房地产信托","AW9U.SI":"先锋医疗产业信托"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199326350","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying — a wholly-owned subsidiary of Tianjin Zhengxin Group — to jointly develop a greenfield data centre in Greater Beijing, China.Unitholders of First Reit have raised a number of questions regarding the company’s divestment of Siloam Hospitals Surabaya. In a bourse filing on Monday (Jul 18), the real estate investment trust (Reit) posted a lengthy list of questions that it had received from its unitholders, including queries on the rationale of the divestment, the resultant distribution per unit (DPU) changes, as well as the plans of the Reit manager to turn around the group’s business and profitability.Sembcorp Industries, on July 19, announced that its Myanmar subsidiary has not received any directive to halt repayment of its foreign loans. It adds that payments from its offtaker have also been promptly received.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075960068,"gmtCreate":1658129345754,"gmtModify":1676536109960,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075960068","repostId":"1171216673","repostType":2,"repost":{"id":"1171216673","kind":"news","pubTimestamp":1658126822,"share":"https://ttm.financial/m/news/1171216673?lang=&edition=fundamental","pubTime":"2022-07-18 14:47","market":"us","language":"en","title":"The S&P 500 May Drop Sharply As A VIX Surge Nears","url":"https://stock-news.laohu8.com/highlight/detail?id=1171216673","media":"Seeking Alpha","summary":"SummaryLast week could have been a disaster for the equity market if not for options expiration.The ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week could have been a disaster for the equity market if not for options expiration.</li><li>The macro backdrop is deteriorating quickly, and that is likely to weigh on stocks heading into next week's FOMC meeting.</li><li>Can the market continue to rally, sure? But there continue to be many more reasons for it not to rally.</li></ul><p>Stocks had a solid finish to the week, thanks to options expiration. But if it had not been for the monthly options expiration, last week would have been a disaster. The S&P 500 (SP500) was down more than 4% at its lows on Thursday morning but finished the week lower by around 1%. The end-of-week comeback was aided by the slow melt of the VIX index (VIX).</p><p>Options expiration managed to keep the markets afloat and did not allow the S&P 500 to drift too far from the significant open interest levels around the 3,800 and 3,850 levels. As the market drifted lower during the week, the higher strike prices' gravity helped lift the index higher throughout Thursday and Friday.</p><p><img src=\"https://static.tigerbbs.com/1087749c4a64eb74faaa94e6ef166198\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/></p><p>CBOE Live Vol/ Trade Alert</p><p>That is primarily why the S&P 500 was stuck between 3,845 and 3,860 on Friday after 11 AM. It only managed to move higher in the final 5 minutes of the trading session and closed just above 3,860.</p><p><img src=\"https://static.tigerbbs.com/26d5c9218e35227c952ae94c2c2bf327\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Trading View</p><p>Monday starts a new options cycle, meaning the push and pull of options start over, and the market will be free to move much more easily. Open interest levels for the S&P 500 will be nearly cut in half with the removal of the July 15 trade date.</p><p><img src=\"https://static.tigerbbs.com/977b187047b9f42a957e7c2ae1c32452\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/></p><p>CBOE Live Vol/ Trade Alert</p><p>Additionally, there was a consistent decline in implied volatility levels in the S&P 500 throughout the week. The big intraday rebounds witnessed on Wednesday and Thursday were helped by falling implied volatility throughout the day. It would suggest the intraday price action was more mechanical and options related than due to the underlying macro backdrop.</p><p><img src=\"https://static.tigerbbs.com/f1a95c554925a6fcfdc75aa740ef105e\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Macro Factors Forgotten For Now</b></p><p>The macro backdrop this past week was very negative. The CPI report came in much hotter than expected. The market is now betting on a 75 and 100 bps rate hike at the end of July. The odds of a 75 bps rate hike now stand around 70%, while a 100 bps rate hike stands around 30%.</p><p><img src=\"https://static.tigerbbs.com/6eb066f2ad57e2b88ce053c85c0b6ff7\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME</p><p>While retail sales were better than expected, rising by 1.0% month-over-month versus estimates of 0.9%, they were still well below the CPI month-over-month gain of 1.3%. That means retail sales were down 0.3% on a month-over-month basis in <i>real</i> terms. Even on a year-over-year basis, retail sales were negative, rising 8.4%, below the 9.1% year-over-year gain in CPI. In <i>real</i> terms, retail sales fell 0.7% year-over-year and were negative for the fourth straight month. While the declines to this point are modest, it is rare for retail sales to be negative year-over-year in <i>real</i> terms. It has only previously happened in recessions.</p><p><img src=\"https://static.tigerbbs.com/23850297cf6fd31a46b4ec6832eff964\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>On top of this, the data out of China was just as bad, with second quarter GDP missing consensus estimates by a wide margin, rising by just 0.4%, well short of forecasts for 1.2%. This news was unnoticed by US markets during Friday's trading session. Still, it didn't go unnoticed in Asia, with CSI 300 index dropping by around 4% last week and the HK Hang Seng index dropping approximately 6.6%.</p><p><img src=\"https://static.tigerbbs.com/8d36b1238969edc97e9d15f739fe4e6a\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>If that weren't enough, Europe had its problems, with Italian Prime Minister Mario Draghi announcing his intentions to resign. The news caused the Italian 2-year yield to explode higher, which sent the euro sharply lower versus the dollar.</p><p><img src=\"https://static.tigerbbs.com/d802f80bfd8388f361e196f6128658f5\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The euro is trading at its lowest point versus the dollar in nearly 20 years and at parity with the dollar. Couple that with China's weak economic data and Japan's reluctance to come off its negative interest rate policy and yield curve control, the dollar has strengthened versus the Japanese yen and the Chinese renminbi too.</p><p><img src=\"https://static.tigerbbs.com/5b6ccc0f82bdcbc76dbad6692f22a2fb\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Implied Volatility Saves The Day</b></p><p>The macro backdrop did not support stocks rising and is a big reason markets were down sharply on Wednesday and Thursday morning. But once implied volatility and the VIX index began to melt, stocks got a boost right into Friday's close.</p><p><img src=\"https://static.tigerbbs.com/7a1b8e003a50ee69e05d1b5c176386e8\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Stress Builds</b></p><p>But not all is well beneath the surface. As noted by the spread between the 3-Month USD Libor Rate and the US Effective Fed Funds Rate, a sign of stress may have shown its head in the overnight lending markets. The spread is not high compared to peaks in 2018, 2019, or 2020, but it is at its widest point since Russia invaded Ukraine and needs to be watched closely. The widening spread can signal increased equity market volatility.</p><p><img src=\"https://static.tigerbbs.com/24c444f4b9b9989639b08c1b0642df18\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Given this backdrop, the melt of implied volatility is likely to change this week as the market moves past the VIX options expiration and begins to focus on macro issues along with a European Central Bank and Bank of Japan meeting this week, along with the FOMC meeting on July 27.</p><p><b>FOMC Cycle Should Kick In</b></p><p>The period after the FOMC meeting tends to be bullish. The only period that didn't see a rally post-FOMC came following the May meeting. Otherwise, we have seen relatively big rallies following the FOMC meeting this year. But the period before the FOMC meeting can be very turbulent, especially 6 to 9 days before the meeting.</p><p><img src=\"https://static.tigerbbs.com/834fbfe4ecdf8c8c2b32456c1af66ddb\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Trading View</p><p><b>Volatility Rising?</b></p><p>The rallies after the FOMC meeting are usually because the VIX is elevated heading into that meeting. After all, the FOMC meeting creates an event risk. Therefore, traders look to put hedges in place by buying puts, pushing implied volatility up and, as a result, causing the VIX to go higher and stock prices down about 6 to 10 days before the FOMC meeting. Once the event risk passes, there is no reason to have hedges anymore, causing implied volatility to fall and for the market to rally.</p><p>The VIX appears to be set up similar to how it was at the June FOMC meeting. With volatility melting lower, there is potential to push significantly higher between now and the FOMC meeting.</p><p><img src=\"https://static.tigerbbs.com/2c2827ed751751392e441b5d4342e41b\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>Trading View</p><p>Interestingly, there has been a turn-up in 10-day realized volatility in the S&P 500. When the spread between 10-day realized volatility and S&P 500 30-day implied volatility widens by about 5 percentage points, it tends to push realized volatility higher, pulling implied volatility higher, which is bearish for stocks.</p><p><img src=\"https://static.tigerbbs.com/4bb093d9ce1f7d6ddb39e7a61f7c0b62\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Can the market continue to rally, sure? But there continue to be many more reasons for it not to rally. Given several geopolitical factors, along with an upcoming central bank meeting from the ECB and BOJ this week and the FOMC next week, the risk for further downside pain is not over yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 May Drop Sharply As A VIX Surge Nears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Drop Sharply As A VIX Surge Nears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 14:47 GMT+8 <a href=https://seekingalpha.com/article/4523796-sp-500-may-drop-sharply-as-vix-surge-nears><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week could have been a disaster for the equity market if not for options expiration.The macro backdrop is deteriorating quickly, and that is likely to weigh on stocks heading into next ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523796-sp-500-may-drop-sharply-as-vix-surge-nears\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","VIX":"标普500波动率指数"},"source_url":"https://seekingalpha.com/article/4523796-sp-500-may-drop-sharply-as-vix-surge-nears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171216673","content_text":"SummaryLast week could have been a disaster for the equity market if not for options expiration.The macro backdrop is deteriorating quickly, and that is likely to weigh on stocks heading into next week's FOMC meeting.Can the market continue to rally, sure? But there continue to be many more reasons for it not to rally.Stocks had a solid finish to the week, thanks to options expiration. But if it had not been for the monthly options expiration, last week would have been a disaster. The S&P 500 (SP500) was down more than 4% at its lows on Thursday morning but finished the week lower by around 1%. The end-of-week comeback was aided by the slow melt of the VIX index (VIX).Options expiration managed to keep the markets afloat and did not allow the S&P 500 to drift too far from the significant open interest levels around the 3,800 and 3,850 levels. As the market drifted lower during the week, the higher strike prices' gravity helped lift the index higher throughout Thursday and Friday.CBOE Live Vol/ Trade AlertThat is primarily why the S&P 500 was stuck between 3,845 and 3,860 on Friday after 11 AM. It only managed to move higher in the final 5 minutes of the trading session and closed just above 3,860.Trading ViewMonday starts a new options cycle, meaning the push and pull of options start over, and the market will be free to move much more easily. Open interest levels for the S&P 500 will be nearly cut in half with the removal of the July 15 trade date.CBOE Live Vol/ Trade AlertAdditionally, there was a consistent decline in implied volatility levels in the S&P 500 throughout the week. The big intraday rebounds witnessed on Wednesday and Thursday were helped by falling implied volatility throughout the day. It would suggest the intraday price action was more mechanical and options related than due to the underlying macro backdrop.BloombergMacro Factors Forgotten For NowThe macro backdrop this past week was very negative. The CPI report came in much hotter than expected. The market is now betting on a 75 and 100 bps rate hike at the end of July. The odds of a 75 bps rate hike now stand around 70%, while a 100 bps rate hike stands around 30%.CMEWhile retail sales were better than expected, rising by 1.0% month-over-month versus estimates of 0.9%, they were still well below the CPI month-over-month gain of 1.3%. That means retail sales were down 0.3% on a month-over-month basis in real terms. Even on a year-over-year basis, retail sales were negative, rising 8.4%, below the 9.1% year-over-year gain in CPI. In real terms, retail sales fell 0.7% year-over-year and were negative for the fourth straight month. While the declines to this point are modest, it is rare for retail sales to be negative year-over-year in real terms. It has only previously happened in recessions.BloombergOn top of this, the data out of China was just as bad, with second quarter GDP missing consensus estimates by a wide margin, rising by just 0.4%, well short of forecasts for 1.2%. This news was unnoticed by US markets during Friday's trading session. Still, it didn't go unnoticed in Asia, with CSI 300 index dropping by around 4% last week and the HK Hang Seng index dropping approximately 6.6%.BloombergIf that weren't enough, Europe had its problems, with Italian Prime Minister Mario Draghi announcing his intentions to resign. The news caused the Italian 2-year yield to explode higher, which sent the euro sharply lower versus the dollar.BloombergThe euro is trading at its lowest point versus the dollar in nearly 20 years and at parity with the dollar. Couple that with China's weak economic data and Japan's reluctance to come off its negative interest rate policy and yield curve control, the dollar has strengthened versus the Japanese yen and the Chinese renminbi too.BloombergImplied Volatility Saves The DayThe macro backdrop did not support stocks rising and is a big reason markets were down sharply on Wednesday and Thursday morning. But once implied volatility and the VIX index began to melt, stocks got a boost right into Friday's close.BloombergStress BuildsBut not all is well beneath the surface. As noted by the spread between the 3-Month USD Libor Rate and the US Effective Fed Funds Rate, a sign of stress may have shown its head in the overnight lending markets. The spread is not high compared to peaks in 2018, 2019, or 2020, but it is at its widest point since Russia invaded Ukraine and needs to be watched closely. The widening spread can signal increased equity market volatility.BloombergGiven this backdrop, the melt of implied volatility is likely to change this week as the market moves past the VIX options expiration and begins to focus on macro issues along with a European Central Bank and Bank of Japan meeting this week, along with the FOMC meeting on July 27.FOMC Cycle Should Kick InThe period after the FOMC meeting tends to be bullish. The only period that didn't see a rally post-FOMC came following the May meeting. Otherwise, we have seen relatively big rallies following the FOMC meeting this year. But the period before the FOMC meeting can be very turbulent, especially 6 to 9 days before the meeting.Trading ViewVolatility Rising?The rallies after the FOMC meeting are usually because the VIX is elevated heading into that meeting. After all, the FOMC meeting creates an event risk. Therefore, traders look to put hedges in place by buying puts, pushing implied volatility up and, as a result, causing the VIX to go higher and stock prices down about 6 to 10 days before the FOMC meeting. Once the event risk passes, there is no reason to have hedges anymore, causing implied volatility to fall and for the market to rally.The VIX appears to be set up similar to how it was at the June FOMC meeting. With volatility melting lower, there is potential to push significantly higher between now and the FOMC meeting.Trading ViewInterestingly, there has been a turn-up in 10-day realized volatility in the S&P 500. When the spread between 10-day realized volatility and S&P 500 30-day implied volatility widens by about 5 percentage points, it tends to push realized volatility higher, pulling implied volatility higher, which is bearish for stocks.BloombergCan the market continue to rally, sure? But there continue to be many more reasons for it not to rally. Given several geopolitical factors, along with an upcoming central bank meeting from the ECB and BOJ this week and the FOMC next week, the risk for further downside pain is not over yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078623210,"gmtCreate":1657679782430,"gmtModify":1676536045272,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078623210","repostId":"1160094543","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047610121,"gmtCreate":1656905998063,"gmtModify":1676535913947,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047610121","repostId":"1184947522","repostType":4,"repost":{"id":"1184947522","kind":"news","pubTimestamp":1656889883,"share":"https://ttm.financial/m/news/1184947522?lang=&edition=fundamental","pubTime":"2022-07-04 07:11","market":"us","language":"en","title":"Long, Moderate and Painful: What Next US Recession May Look Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1184947522","media":"Bloomberg","summary":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given ","content":"<html><head></head><body><ul><li>US lacks buildup of leverage that preceded past deep downturns</li><li>But Fed may not ride to rescue, given its inflation mission</li></ul><p><img src=\"https://static.tigerbbs.com/021a26498981299d3d83215f432685b8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Recessions, like unhappy families, are each painful in their own way.</p><p>And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.</p><p>Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.</p><h2>America's Post-WWII Recessions</h2><p>Sources: National Bureau of Economic Research, Bureau of Economic Analysis</p><p>Note: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.</p><p>While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.</p><p>“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.</p><p>No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.</p><p>Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.</p><p>“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”</p><p>Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase & Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”</p><p>The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.</p><h2>Inflation Genie</h2><p>Allianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.</p><p>Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.</p><blockquote>“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”</blockquote><blockquote>-- Anna Wong, chief US economist</blockquote><p>For his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.</p><p>A growing number of private economists aren’t convinced.</p><p>“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus & Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”</p><p>Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.</p><p>But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.</p><p>As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.</p><p>Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.</p><p><img src=\"https://static.tigerbbs.com/3898720ca3ef960db90583d02e46e080\" tg-width=\"1000\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.</p><p>“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.</p><p>Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.</p><p>Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.</p><h2>Housing Market</h2><p>And while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.</p><p>Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”</p><p>Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.</p><p>In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.</p><p>“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”</p><p>Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.</p><p>Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.</p><p>Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.</p><p>While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.</p><p>“We don’t think it will be a severe one but it could be a long one,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Long, Moderate and Painful: What Next US Recession May Look Like</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLong, Moderate and Painful: What Next US Recession May Look Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 07:11 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184947522","content_text":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.America's Post-WWII RecessionsSources: National Bureau of Economic Research, Bureau of Economic AnalysisNote: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase & Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.Inflation GenieAllianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”-- Anna Wong, chief US economistFor his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.A growing number of private economists aren’t convinced.“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus & Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.Housing MarketAnd while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.“We don’t think it will be a severe one but it could be a long one,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9912646256,"gmtCreate":1664837593676,"gmtModify":1676537514635,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912646256","repostId":"1199244085","repostType":4,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075742798,"gmtCreate":1658272837314,"gmtModify":1676536130559,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075742798","repostId":"2252275158","repostType":4,"repost":{"id":"2252275158","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658272419,"share":"https://ttm.financial/m/news/2252275158?lang=&edition=fundamental","pubTime":"2022-07-20 07:13","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2252275158","media":"Reuters","summary":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earni","content":"<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.</p><p>"Earnings have come in better than lowered expectations," said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared."</p><p>Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>"The macro picture hasn't changed," said Kim. "We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power."</p><p>In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Sharply Higher on Strong Corporate Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-20 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.</p><p>The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.</p><p>Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.</p><p><a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a> also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.</p><p>"Earnings have come in better than lowered expectations," said Paul Kim, CEO of Simplify Asset Management in New York.</p><p>"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared."</p><p>Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.</p><p>A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.</p><p>The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.</p><p>Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.</p><p>The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.</p><p>"The macro picture hasn't changed," said Kim. "We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power."</p><p>In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.</p><p>Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252275158","content_text":"U.S. stocks closed with sharp gains on Tuesday as more companies joined big banks in reporting earnings that beat forecasts, offering respite to investors worried about higher inflation and a tightening Fed denting the corporate bottomline.The S&P 500 gained 2.8%, the highest close since June 9. The tech-heavy Nasdaq Composite added 3.1%, marking the biggest one-day percentage gain since June 24.Shares of Halliburton rose 2.1% after the oilfield services provider posted a 41% increase in quarterly adjusted profit. Toymaker Hasbro Inc gained 0.7% after reporting quarterly profit ahead of expectations.Truist Financial Corp also beat market estimates for quarterly profit, sending the bank's shares up 2.6%.\"Earnings have come in better than lowered expectations,\" said Paul Kim, CEO of Simplify Asset Management in New York.\"So we're not seeing the bite of tighter monetary policy and inflation impacting revenue as much as feared.\"Johnson & Johnson shares lost 1.5%, reversing earlier gains. The healthcare giant reported profit and sales that exceeded expectations but cut its earnings outlook for the year due to a soaring U.S. currency.A strong dollar also weighed on shares of IT hardware and services company IBM Corp, which beat quarterly revenue expectations on Monday but warned the hit from forex for the year could be about $3.5 billion.The U.S. dollar marked its third straight day of declines as markets reduced the odds of a full percentage-point Federal Reserve rate hike this month.Spiraling inflation initially led markets to price in a 100-basis-point hike in interest rates at the upcoming Fed meeting later this month, until some policymakers signaled a 75-basis-point increase.The Dow Jones Industrial Average rose 754.44 points, or 2.43%, to 31,827.05, the S&P 500 gained 105.84 points, or 2.76%, to 3,936.69 and the Nasdaq Composite added 353.10 points, or 3.11%, to 11,713.15.\"The macro picture hasn't changed,\" said Kim. \"We still have falling earnings, high inflation pressures and a tightening Fed. So longer term, I don't think this type of rally has staying power.\"In this earnings season, analysts expect aggregate year-on-year S&P 500 profit to grow 5.8%, down from the 6.8% estimate at the start of the quarter, according to Refinitiv data.Volume on U.S. exchanges was 10.95 billion shares, compared with the 11.76 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.88-to-1 ratio and on the Nasdaq, a 3.40-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 31 new highs and 56 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937139159,"gmtCreate":1663377521071,"gmtModify":1676537261478,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937139159","repostId":"2268894612","repostType":2,"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074517942,"gmtCreate":1658371891586,"gmtModify":1676536149520,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074517942","repostId":"1163305982","repostType":2,"repost":{"id":"1163305982","kind":"news","pubTimestamp":1658370483,"share":"https://ttm.financial/m/news/1163305982?lang=&edition=fundamental","pubTime":"2022-07-21 10:28","market":"sg","language":"en","title":"4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=1163305982","media":"the smart investor","summary":"Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2cbfb93fbdb819051e8efe121f485cda\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Everyone loves to own a stock that pays outdividendsthrough good times and bad.</p><p>Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.</p><p>Blue-chipcompanies,REITsand even smaller businesses have built up a track record of increasing their dividends every year.</p><p>Their reliability andresiliencemake them perfect candidates for an investment portfolio that can withstand a recession.</p><p>Although my investment portfolio contains these four dividend-paying stocks, I wished I had owned them sooner.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator offers a comprehensive range of securities for investors and fund managers to buy and sell.</p><p>I scooped up shares of SGX back in 2018 when it was paying out an annual dividend of S$0.30 per share.</p><p>Fast forward to today, and SGX has increased its dividend to S$0.32 per share, paying out S$0.08 every quarter.</p><p>Shares now offer a trailing dividend yield of 3.3%.</p><p>The exchange has been busy this year with the listing of threespecial purpose acquisition companies(SPACs), a first for Singapore.</p><p>SGX is also partnering with <b>OCBC Bank</b>(SGX: O39) to launch its Lion-OCBC Securities Singapore Low Carbon ETF, an exchange-traded fund with S$60 million of assets under management at launch.</p><p>In addition, SGX has also welcomed new listings from spin-offs such as <b>Yangzijiang Financial Holding Ltd</b>(SGX: YF8), as well as secondary listings from <b>Nio Inc</b>(SGX: NIO) and <b>Emperador Inc</b>(SGX: EMI), an electric car and liquor company, respectively.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>DBS needs no introduction, being Singapore’s largest bank.</p><p>I first accumulated shares of the lender in early 2020, when the Monetary Authority of Singapore (MAS)called onall three local banks to limit their dividend payments.</p><p>As a result, DBS had to slash its quarterly dividend from S$0.33 to S$0.18 but offered scrip as an alternative to its cash dividend.</p><p>I was not worried about its financial viability or its ability to continue paying out dividends because the lender has been through multiple crises in the past.</p><p>True to form, when MASlifted these restrictionsin July last year, DBS restored its dividend and subsequently, increased it to S$0.36 per quarter.</p><p>At an annualised dividend of S$1.44, DBS’ shares offer a prospective dividend yield of 4.8%.</p><h2><b>Mapletree Industrial Trust (SGX: ME8U)</b></h2><p>Mapletree Industrial Trust, or MIT, is an industrial REIT that owns 143 properties worth S$8.8 billion as of 31 March 2022.</p><p>I started scooping up units of this REIT only in October last year.</p><p>As a result, I missed out on consecutive years of increasing distributions since MIT was listed back in 2010.</p><p>The REIT has a great combination of a solid track record of delivering higher distribution per unit (DPU) and also a strong sponsor in Mapletree Investments Pte Ltd.</p><p>Overall portfolio occupancy remained high at 93.9% as of 31 March 2022, and MIT had a gearing ratio of 38.4% with a low average cost of debt of 2.5%.</p><p>The REIT is currently redeveloping a cluster of buildings at Kallang Way for S$300 million which is expected to be completed in the first half of next year.</p><h2><b>Micro-Mechanics (Holdings) Ltd (SGX: 5DD)</b></h2><p>Micro-Mechanics (Holdings) Ltd, or MMH, designs, manufactures, and markets high-precision tools and parts used in the semiconductor industry.</p><p>The group also engages in the contract manufacturing of parts and tools used in the wafer fabrication industry.</p><p>MMH is a stock I wished I’d owned much earlier on, as the company had raised its annual dividend from just S$0.03 in fiscal 2014 (FY2014) to S$0.14 in FY2021, a more than four-fold increase.</p><p>The group reported a respectable set of earnings for the first nine months of FY2022 (9M2022).</p><p>Revenue rose 10.8% year on year to S$60.5 million while operating profit increased by 10% year on year to S$18.7 million.</p><p>Net profit inched up 5% year on year to S$13.9 million.</p><p>The outlook for the semiconductor industry appears bright.</p><p>The World Semiconductor Trade Statistics (WSTS) projects that the global semiconductor market will grow by 8.8% year on year in 2022 to US$601 billion.</p><p>In a recession…should you buy blue chip companies? Or will REITs be a better investment vehicle? These are questions every investor might ask today. And these are what we’ll be answering in our upcoming webinar “How to make money during a recession”. Come prepared as you migh walk away with insights that could make you even more money than during a bull market.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Reliable Singapore Dividend Stocks I Wished I Had Bought Earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 10:28 GMT+8 <a href=https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/><strong>the smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.Blue-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5DD.SI":"微机械","S68.SI":"新加坡交易所","ME8U.SI":"丰树工业信托","D05.SI":"星展集团控股"},"source_url":"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-i-wished-i-had-bought-earlier/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163305982","content_text":"Everyone loves to own a stock that pays outdividendsthrough good times and bad.Companies that pay an increasing dividend each year allow you to enjoy a larger flow of passive income over time.Blue-chipcompanies,REITsand even smaller businesses have built up a track record of increasing their dividends every year.Their reliability andresiliencemake them perfect candidates for an investment portfolio that can withstand a recession.Although my investment portfolio contains these four dividend-paying stocks, I wished I had owned them sooner.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator offers a comprehensive range of securities for investors and fund managers to buy and sell.I scooped up shares of SGX back in 2018 when it was paying out an annual dividend of S$0.30 per share.Fast forward to today, and SGX has increased its dividend to S$0.32 per share, paying out S$0.08 every quarter.Shares now offer a trailing dividend yield of 3.3%.The exchange has been busy this year with the listing of threespecial purpose acquisition companies(SPACs), a first for Singapore.SGX is also partnering with OCBC Bank(SGX: O39) to launch its Lion-OCBC Securities Singapore Low Carbon ETF, an exchange-traded fund with S$60 million of assets under management at launch.In addition, SGX has also welcomed new listings from spin-offs such as Yangzijiang Financial Holding Ltd(SGX: YF8), as well as secondary listings from Nio Inc(SGX: NIO) and Emperador Inc(SGX: EMI), an electric car and liquor company, respectively.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank.I first accumulated shares of the lender in early 2020, when the Monetary Authority of Singapore (MAS)called onall three local banks to limit their dividend payments.As a result, DBS had to slash its quarterly dividend from S$0.33 to S$0.18 but offered scrip as an alternative to its cash dividend.I was not worried about its financial viability or its ability to continue paying out dividends because the lender has been through multiple crises in the past.True to form, when MASlifted these restrictionsin July last year, DBS restored its dividend and subsequently, increased it to S$0.36 per quarter.At an annualised dividend of S$1.44, DBS’ shares offer a prospective dividend yield of 4.8%.Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, is an industrial REIT that owns 143 properties worth S$8.8 billion as of 31 March 2022.I started scooping up units of this REIT only in October last year.As a result, I missed out on consecutive years of increasing distributions since MIT was listed back in 2010.The REIT has a great combination of a solid track record of delivering higher distribution per unit (DPU) and also a strong sponsor in Mapletree Investments Pte Ltd.Overall portfolio occupancy remained high at 93.9% as of 31 March 2022, and MIT had a gearing ratio of 38.4% with a low average cost of debt of 2.5%.The REIT is currently redeveloping a cluster of buildings at Kallang Way for S$300 million which is expected to be completed in the first half of next year.Micro-Mechanics (Holdings) Ltd (SGX: 5DD)Micro-Mechanics (Holdings) Ltd, or MMH, designs, manufactures, and markets high-precision tools and parts used in the semiconductor industry.The group also engages in the contract manufacturing of parts and tools used in the wafer fabrication industry.MMH is a stock I wished I’d owned much earlier on, as the company had raised its annual dividend from just S$0.03 in fiscal 2014 (FY2014) to S$0.14 in FY2021, a more than four-fold increase.The group reported a respectable set of earnings for the first nine months of FY2022 (9M2022).Revenue rose 10.8% year on year to S$60.5 million while operating profit increased by 10% year on year to S$18.7 million.Net profit inched up 5% year on year to S$13.9 million.The outlook for the semiconductor industry appears bright.The World Semiconductor Trade Statistics (WSTS) projects that the global semiconductor market will grow by 8.8% year on year in 2022 to US$601 billion.In a recession…should you buy blue chip companies? Or will REITs be a better investment vehicle? These are questions every investor might ask today. And these are what we’ll be answering in our upcoming webinar “How to make money during a recession”. Come prepared as you migh walk away with insights that could make you even more money than during a bull market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961984905,"gmtCreate":1668820432507,"gmtModify":1676538117558,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961984905","repostId":"1177646844","repostType":2,"repost":{"id":"1177646844","kind":"news","pubTimestamp":1668816096,"share":"https://ttm.financial/m/news/1177646844?lang=&edition=fundamental","pubTime":"2022-11-19 08:01","market":"sg","language":"en","title":"SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1177646844","media":"The Smart Investor","summary":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek","content":"<html><head></head><body><p>Welcome to the latest edition of top stock market highlights.</p><h2>Temasek Holdings</h2><p>Investment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.</p><p>FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.</p><p>Its CEO and founder, Sam-Bankman Fried, has also resigned.</p><p>Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.</p><p>The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.</p><p>It also clarified that it did not invest directly in cryptocurrencies.</p><p>The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.</p><p>Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.</p><p>Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.</p><p>Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).</p><p>Early-stage investments in such nascent companies make up just 6% of its entire portfolio.</p><p>Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.</p><h2>Warren Buffett and <a href=\"https://laohu8.com/S/TSM\">TSMC</a></h2><p>It’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.</p><p>The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.</p><p>The pendulum has now swung to the other extreme.</p><p>Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.</p><p>Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.</p><p>Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.</p><p>The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).</p><p>Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.</p><p>TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.</p><p>It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).</p><p>The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.</p><p>Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.</p><h2>Singapore bank mortgage rates</h2><p>As the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.</p><p>It’s the second time in as many months that home loan interest rates have increased.</p><p>All three banks last adjusted their home loan rates in October.</p><p>Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.</p><p>Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.</p><p>OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.</p><p>This round, the banks have bumped up their fixed rate loans to as high as 4.5%.</p><p>DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.</p><p>UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.</p><p>With the latest increase, homeowners that need to refinance are left in a quandary.</p><p>They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.</p><p>The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.</p><p>The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.</p><p>And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.</p><p>Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.</p><p>It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.</p><p>The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 08:01 GMT+8 <a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177646844","content_text":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.Its CEO and founder, Sam-Bankman Fried, has also resigned.Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.It also clarified that it did not invest directly in cryptocurrencies.The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).Early-stage investments in such nascent companies make up just 6% of its entire portfolio.Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.Warren Buffett and TSMCIt’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.The pendulum has now swung to the other extreme.Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.Singapore bank mortgage ratesAs the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.It’s the second time in as many months that home loan interest rates have increased.All three banks last adjusted their home loan rates in October.Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.This round, the banks have bumped up their fixed rate loans to as high as 4.5%.DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.With the latest increase, homeowners that need to refinance are left in a quandary.They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078623210,"gmtCreate":1657679782430,"gmtModify":1676536045272,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078623210","repostId":"1160094543","repostType":4,"repost":{"id":"1160094543","kind":"news","pubTimestamp":1657677205,"share":"https://ttm.financial/m/news/1160094543?lang=&edition=fundamental","pubTime":"2022-07-13 09:53","market":"sg","language":"en","title":"5 Temasek-Owned Singapore Blue-Chip Stocks for Your Buy Watchlist","url":"https://stock-news.laohu8.com/highlight/detail?id=1160094543","media":"The Smart Investor","summary":"We introduce five blue-chip stocks that Temasek Holdings has substantial shareholdings in.Blue-chip ","content":"<html><head></head><body><p>We introduce five blue-chip stocks that Temasek Holdings has substantial shareholdings in.</p><p><img src=\"https://static.tigerbbs.com/2cf716addaea0c1581a1e4949443f10a\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Blue-chip stocks are well-known for their large size, long track records and sturdy reputations.</p><p>These attributes make them dependable investments to own during good times and bad.</p><p>Many of these companies also pay out a dividend to boot, making them ideal choices for an income-seeking investor.</p><p>Of course, not all blue-chip stocks have the same standing.</p><p>Singapore investment firm Temasek Holdings, which has generated a consistent 8% annual return over the last two decades, is the owner of many listed and unlisted businesses.</p><p>Temasek’s presence is significant as it is known for its savvy investment choices.</p><p>Here are five Singapore blue-chip stocks that have Temasek as a substantial shareholder.</p><p><b>DBS Group (SGX: D05)</b></p><p>DBS needs no introduction, being Singapore’s largest bank.</p><p>The group provides a comprehensive range of banking services to both individuals and corporations.</p><p>As of 10 February this year, Temasek had a 29.63% stake in the lender.</p><p>The bank has proven resilient during the pandemic and reported its second-highest net profit on record for its recent fiscal 2022’s first quarter (1Q2022) earnings.</p><p>DBS is pursuing growth with the acquisition of <b>Citigroup’s</b> (NYSE: C) Taiwan consumer banking business in a S$2.2 billion transaction.</p><p>Rising interest rates should also benefit the lender as its net interest income will rise in tandem with the increased rates.</p><p><b>CapitaLand Investment Limited (SGX: 9CI)</b></p><p>CapitaLand Investment Limited, or CLI, is a real estate investment manager with S$124 billion of real estate assets under management (AUM) and S$86 billion of funds under management (FUM) as of 31 March 2022.</p><p>Temasek owned 52.76% of the company as of 15 March 2022.</p><p>The group intends to steadily grow both its AUM and FUM to increase its fee income-related and real estate investment revenues.</p><p>The real estate giant released an impressive report card for 1Q2022 and is firing on all three of its core cylinders.</p><p>Fund management saw total transacted value top S$3.5 billion year to date, while S$1.6 billion of capital was recycled over the same period.</p><p>CLI’s lodging division is also seeing higher revenue per available unit of S$71 compared to S$53 a year ago, with around 3,700 new units signed during the quarter.</p><p>CLI also recently established its first onshore RMB fund in China to grow its AUM.</p><p><b>Mapletree Logistics Trust (SGX: M44U)</b></p><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 183 properties across eight countries valued at S$13.1 billion as of 31 March 2022.</p><p>Temasek held a 33.56% stake in the logistics REIT as of 31 May 2022.</p><p>MLT reported a strong set of numbers for its fiscal 2022 (FY2022) ended 31 March 2022, with revenue jumping 20.9% year on year and net property income rising 18.6% year on year.</p><p>Distribution per unit inched up 5.5% year on year to S$0.08787.</p><p>The portfolio enjoyed strong occupancy of 96.7% and saw a positive rental reversion of 2.9% for its latest quarter.</p><p>Aggregate leverage stood at 36.8% with a low cost of debt of 2.2%, allowing sufficient debt headroom for the REIT to tap on loans for more acquisitions.</p><p><b>Singapore Technologies Engineering Ltd (SGX: S63)</b></p><p>Singapore Technologies Engineering Ltd, or STE, is a technology and engineering group that serves customers in the aerospace, smart city, and defence industries.</p><p>Temasek owned close to half of STE as of 28 February this year.</p><p>For its 1Q2022 business update, STE reported a 13% year on year rise in revenue.</p><p>The engineering giant also clinched a total of S$2.4 billion of new contracts during the quarter, bringing its order book to a three-year high of S$21.3 billion.</p><p>The board approved an interim dividend of S$0.04 per share, bringing annualised FY2022 dividends to S$0.16.</p><p><b>Keppel Corporation Limited (SGX: BN4)</b></p><p>Keppel Corporation is a conglomerate with four main divisions – energy and environment, urban development, connectivity, and asset management.</p><p>Temasek is Keppel’s largest shareholder with a 20.5% stake as of 3 March.</p><p>Its 1Q2022 business update was encouraging, with the group reporting higher net profit year on year from all its divisions except urban development.</p><p>The group also enjoyed higher asset management fees of S$71 million, up 69% year on year.</p><p>A total of S$2.5 billion in acquisitions was completed during the quarter.</p><p>Keppel’s real estate unit Keppel Land officially opened Katong i12 mall last month, while its infrastructure unit, Keppel Seghers, is working with the National Environmental Agency to study the feasibility of carbon capture.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Temasek-Owned Singapore Blue-Chip Stocks for Your Buy Watchlist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Temasek-Owned Singapore Blue-Chip Stocks for Your Buy Watchlist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 09:53 GMT+8 <a href=https://thesmartinvestor.com.sg/5-temasek-owned-singapore-blue-chip-stocks-for-your-buy-watchlist/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We introduce five blue-chip stocks that Temasek Holdings has substantial shareholdings in.Blue-chip stocks are well-known for their large size, long track records and sturdy reputations.These ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/5-temasek-owned-singapore-blue-chip-stocks-for-your-buy-watchlist/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"9CI.SI":"凯德投资","D05.SI":"星展集团控股","BN4.SI":"吉宝有限公司","S63.SI":"新科工程","M44U.SI":"丰树物流信托"},"source_url":"https://thesmartinvestor.com.sg/5-temasek-owned-singapore-blue-chip-stocks-for-your-buy-watchlist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160094543","content_text":"We introduce five blue-chip stocks that Temasek Holdings has substantial shareholdings in.Blue-chip stocks are well-known for their large size, long track records and sturdy reputations.These attributes make them dependable investments to own during good times and bad.Many of these companies also pay out a dividend to boot, making them ideal choices for an income-seeking investor.Of course, not all blue-chip stocks have the same standing.Singapore investment firm Temasek Holdings, which has generated a consistent 8% annual return over the last two decades, is the owner of many listed and unlisted businesses.Temasek’s presence is significant as it is known for its savvy investment choices.Here are five Singapore blue-chip stocks that have Temasek as a substantial shareholder.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank.The group provides a comprehensive range of banking services to both individuals and corporations.As of 10 February this year, Temasek had a 29.63% stake in the lender.The bank has proven resilient during the pandemic and reported its second-highest net profit on record for its recent fiscal 2022’s first quarter (1Q2022) earnings.DBS is pursuing growth with the acquisition of Citigroup’s (NYSE: C) Taiwan consumer banking business in a S$2.2 billion transaction.Rising interest rates should also benefit the lender as its net interest income will rise in tandem with the increased rates.CapitaLand Investment Limited (SGX: 9CI)CapitaLand Investment Limited, or CLI, is a real estate investment manager with S$124 billion of real estate assets under management (AUM) and S$86 billion of funds under management (FUM) as of 31 March 2022.Temasek owned 52.76% of the company as of 15 March 2022.The group intends to steadily grow both its AUM and FUM to increase its fee income-related and real estate investment revenues.The real estate giant released an impressive report card for 1Q2022 and is firing on all three of its core cylinders.Fund management saw total transacted value top S$3.5 billion year to date, while S$1.6 billion of capital was recycled over the same period.CLI’s lodging division is also seeing higher revenue per available unit of S$71 compared to S$53 a year ago, with around 3,700 new units signed during the quarter.CLI also recently established its first onshore RMB fund in China to grow its AUM.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 183 properties across eight countries valued at S$13.1 billion as of 31 March 2022.Temasek held a 33.56% stake in the logistics REIT as of 31 May 2022.MLT reported a strong set of numbers for its fiscal 2022 (FY2022) ended 31 March 2022, with revenue jumping 20.9% year on year and net property income rising 18.6% year on year.Distribution per unit inched up 5.5% year on year to S$0.08787.The portfolio enjoyed strong occupancy of 96.7% and saw a positive rental reversion of 2.9% for its latest quarter.Aggregate leverage stood at 36.8% with a low cost of debt of 2.2%, allowing sufficient debt headroom for the REIT to tap on loans for more acquisitions.Singapore Technologies Engineering Ltd (SGX: S63)Singapore Technologies Engineering Ltd, or STE, is a technology and engineering group that serves customers in the aerospace, smart city, and defence industries.Temasek owned close to half of STE as of 28 February this year.For its 1Q2022 business update, STE reported a 13% year on year rise in revenue.The engineering giant also clinched a total of S$2.4 billion of new contracts during the quarter, bringing its order book to a three-year high of S$21.3 billion.The board approved an interim dividend of S$0.04 per share, bringing annualised FY2022 dividends to S$0.16.Keppel Corporation Limited (SGX: BN4)Keppel Corporation is a conglomerate with four main divisions – energy and environment, urban development, connectivity, and asset management.Temasek is Keppel’s largest shareholder with a 20.5% stake as of 3 March.Its 1Q2022 business update was encouraging, with the group reporting higher net profit year on year from all its divisions except urban development.The group also enjoyed higher asset management fees of S$71 million, up 69% year on year.A total of S$2.5 billion in acquisitions was completed during the quarter.Keppel’s real estate unit Keppel Land officially opened Katong i12 mall last month, while its infrastructure unit, Keppel Seghers, is working with the National Environmental Agency to study the feasibility of carbon capture.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997306757,"gmtCreate":1661738487880,"gmtModify":1676536570261,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997306757","repostId":"1172408833","repostType":4,"repost":{"id":"1172408833","kind":"news","pubTimestamp":1661736528,"share":"https://ttm.financial/m/news/1172408833?lang=&edition=fundamental","pubTime":"2022-08-29 09:28","market":"sg","language":"en","title":"Top Singapore Stocks for August","url":"https://stock-news.laohu8.com/highlight/detail?id=1172408833","media":"The Smart Investor","summary":"Welcome to this new segment where we feature interesting stocks you can look at every month.Straits ","content":"<html><head></head><body><p>Welcome to this new segment where we feature interesting stocks you can look at every month.</p><p><img src=\"https://static.tigerbbs.com/3b356b08e1b70c9dba54b731d29c39d2\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Straits Trading Co Ltd (SGX: S20)</b></p><p>Straits Trading Co, or STC, is a conglomerate with operations and financial interests in resources (tin mining and smelting), property, and hospitality.</p><p>It also has a strategic stake in <b>Malaysia Smelting Corporation Berhad</b> (SGX: NPW), one of the world’s leading tin producers.</p><p>For the first half of 2022 (1H2022), STC reported a 23.3% year on year jump in revenue to S$270.2 million.</p><p>Tin mining and smelting revenue rose 25.5% year on year while property revenue inched up 5.2% year on year.</p><p>The group recorded an exceptional gain of S$658.1 million from the disposal of ARA Asset Management to <b>ESR Group Limited</b> (SEHK: 1821).</p><p>This transaction resulted in net profit surging more than five-fold year on year from S$122.6 million to S$673 million.</p><p>To reward shareholders for the unlocking of value from the above transaction, STC has proposed a special dividend by way of a distribution in specie (DIS).</p><p>For the DIS, entitled shareholders can choose to receive either 145 shares of ESR or 180 new STC shares for every 1,000 STC shares owned at books closure.</p><p>The equivalent value of these two options is around S$0.50 per share, which is around a 15.7% dividend yield based on STC’s latest share price of S$3.19.</p><p><b>AEM Holdings Ltd (SGX: AWX)</b></p><p>AEM provides comprehensive semiconductor and electronics test solutions for its clients.</p><p>The group has manufacturing plants in Singapore, Malaysia, Indonesia, Vietnam, China, Finland, South Korea and the US.</p><p>AEM reported its highest half-year revenue and profit before tax for 1H2022.</p><p>Revenue nearly tripled year on year from S$192.3 million to S$540.5 million while net profit soared nearly 180% year on year to S$83.1 million.</p><p>The group also generated a healthy positive free cash flow of S$13.9 million for the period.</p><p>AEM’s interim dividend jumped to S$0.067 for 1H2022, significantly above the S$0.026 that was paid out a year ago.</p><p>The testing solutions provider also revised its revenue guidance upwards for fiscal 2022 (FY2022) to a range between S$750 million to S$800 million.</p><p>Megatrends such as 5G, the Internet of Things, and artificial intelligence will continue to drive growth in spending for testing solutions, thereby benefitting AEM over the long run.</p><p>The next phase of testing, aptly named Test 2.0, will set the scene for AEM’s future growth.</p><p>The group estimates that the market for Test 2.0 could grow eightfold over the next eight years.</p><p>If this projection comes to pass, it could signal a significant upside for AEM’s revenue and profits in the years to come.</p><p><b>Nanofilm Technologies International Ltd (SGX: MZH)</b></p><p>Nanofilm Technologies is a provider of nanotechnology solutions to clients in a wide range of industries.</p><p>The group reported a respectable set of earnings for 1H2022 despite facing a challenging operating environment in Shanghai due to the COVID-19 lockdown.</p><p>Revenue climbed 15.2% year on year to S$111.3 million year on year revenue growth for all its three divisions.</p><p>Net profit inched up 5.1% year on year to S$18.8 million but would have risen by close to 17% year on year if the effects of COVID-19-related expenses were excluded.</p><p>Nanofilm continued to generate a free cash flow of S$11.3 million for 1H2022, a slight drop from the S$12.8 million last year.</p><p>An interim dividend of S$0.011 was declared, 10% higher than the S$0.01 paid out in 1H2021.</p><p>For 2H2022, Nanofilm will expand its coating services capability with a coating facility in Japan and is currently seeking qualification with a customer for application on ceramic products.</p><p>The group is also exploring if it can increase its production capacity for its nanofilm business unit as it sees strong pipeline visibility.</p><p>The move to its new corporate headquarters will take place in the fourth quarter of this year and Nanofilm will also set up a Nanofab engineering centre at Tai Seng Drive.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Singapore Stocks for August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Singapore Stocks for August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 09:28 GMT+8 <a href=https://thesmartinvestor.com.sg/top-stocks-for-august/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this new segment where we feature interesting stocks you can look at every month.Straits Trading Co Ltd (SGX: S20)Straits Trading Co, or STC, is a conglomerate with operations and financial...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stocks-for-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","MZH.SI":"Nanofilm","AWX.SI":"永科","S20.SI":"海峡贸易有限公司."},"source_url":"https://thesmartinvestor.com.sg/top-stocks-for-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172408833","content_text":"Welcome to this new segment where we feature interesting stocks you can look at every month.Straits Trading Co Ltd (SGX: S20)Straits Trading Co, or STC, is a conglomerate with operations and financial interests in resources (tin mining and smelting), property, and hospitality.It also has a strategic stake in Malaysia Smelting Corporation Berhad (SGX: NPW), one of the world’s leading tin producers.For the first half of 2022 (1H2022), STC reported a 23.3% year on year jump in revenue to S$270.2 million.Tin mining and smelting revenue rose 25.5% year on year while property revenue inched up 5.2% year on year.The group recorded an exceptional gain of S$658.1 million from the disposal of ARA Asset Management to ESR Group Limited (SEHK: 1821).This transaction resulted in net profit surging more than five-fold year on year from S$122.6 million to S$673 million.To reward shareholders for the unlocking of value from the above transaction, STC has proposed a special dividend by way of a distribution in specie (DIS).For the DIS, entitled shareholders can choose to receive either 145 shares of ESR or 180 new STC shares for every 1,000 STC shares owned at books closure.The equivalent value of these two options is around S$0.50 per share, which is around a 15.7% dividend yield based on STC’s latest share price of S$3.19.AEM Holdings Ltd (SGX: AWX)AEM provides comprehensive semiconductor and electronics test solutions for its clients.The group has manufacturing plants in Singapore, Malaysia, Indonesia, Vietnam, China, Finland, South Korea and the US.AEM reported its highest half-year revenue and profit before tax for 1H2022.Revenue nearly tripled year on year from S$192.3 million to S$540.5 million while net profit soared nearly 180% year on year to S$83.1 million.The group also generated a healthy positive free cash flow of S$13.9 million for the period.AEM’s interim dividend jumped to S$0.067 for 1H2022, significantly above the S$0.026 that was paid out a year ago.The testing solutions provider also revised its revenue guidance upwards for fiscal 2022 (FY2022) to a range between S$750 million to S$800 million.Megatrends such as 5G, the Internet of Things, and artificial intelligence will continue to drive growth in spending for testing solutions, thereby benefitting AEM over the long run.The next phase of testing, aptly named Test 2.0, will set the scene for AEM’s future growth.The group estimates that the market for Test 2.0 could grow eightfold over the next eight years.If this projection comes to pass, it could signal a significant upside for AEM’s revenue and profits in the years to come.Nanofilm Technologies International Ltd (SGX: MZH)Nanofilm Technologies is a provider of nanotechnology solutions to clients in a wide range of industries.The group reported a respectable set of earnings for 1H2022 despite facing a challenging operating environment in Shanghai due to the COVID-19 lockdown.Revenue climbed 15.2% year on year to S$111.3 million year on year revenue growth for all its three divisions.Net profit inched up 5.1% year on year to S$18.8 million but would have risen by close to 17% year on year if the effects of COVID-19-related expenses were excluded.Nanofilm continued to generate a free cash flow of S$11.3 million for 1H2022, a slight drop from the S$12.8 million last year.An interim dividend of S$0.011 was declared, 10% higher than the S$0.01 paid out in 1H2021.For 2H2022, Nanofilm will expand its coating services capability with a coating facility in Japan and is currently seeking qualification with a customer for application on ceramic products.The group is also exploring if it can increase its production capacity for its nanofilm business unit as it sees strong pipeline visibility.The move to its new corporate headquarters will take place in the fourth quarter of this year and Nanofilm will also set up a Nanofab engineering centre at Tai Seng Drive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996122640,"gmtCreate":1661134330682,"gmtModify":1676536459142,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996122640","repostId":"1169939062","repostType":4,"repost":{"id":"1169939062","kind":"news","pubTimestamp":1661132567,"share":"https://ttm.financial/m/news/1169939062?lang=&edition=fundamental","pubTime":"2022-08-22 09:42","market":"us","language":"en","title":"4 Passive Investing Tips to Prepare You for a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1169939062","media":"The Smart Investor","summary":"Recessions and booms are part and parcel of the economic cycle.In recent months, there has been a gr","content":"<html><head></head><body><p>Recessions and booms are part and parcel of the economic cycle.</p><p>In recent months, there has been a growing chorus of opinions stating that an economic downturn is on its way.</p><p>Even Prime Minister Lee Hsien Loong has chimed in, cautioning that a recession may hit Singapore’s shores either next year or in 2024.</p><p>It’s natural to feel worried about whether your investment portfolio can hold up should a severe recession befall us.</p><p>Rather than predict when the recession is coming, or whether there will even be a recession, I have found that it is more helpful to prepare for one instead.</p><p>By fortifying your investment portfolio, it can better withstand the headwinds that accompany a downturn.</p><p>By positioning your portfolio wisely, you can also stand it in good stead to ride the economic upswing that immediately follows every recession.</p><p>Here are several tips you can use to stand ready should a recession hit.</p><h3>Stick with robust blue-chip stocks</h3><p>Select blue-chip stocks should form a firm foundation for your portfolio.</p><p>It makes intuitive sense to do so.</p><p>Familiar blue-chip names such as <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> and <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange Limited </a>, or SGX, have gone through numerous boom and bust cycles.</p><p>Having the experience and track record makes these companies more likely to get through the next downturn unscathed.</p><p>Their large size, strong franchise and professional management teams also have the competence and expertise to steer the business through rough seas.</p><p>It also helps that both stocks pay out a steady quarterly dividend.</p><p>DBS Group currently pays S$0.36 per quarter while SGX doles out a quarterly dividend of S$0.08 per share, giving the former a forward dividend yield of 4.4% and the latter a historical dividend yield of 3.6%.</p><h3>Fortify with strong REITs</h3><p>With the foundational layer built up, you can then consider fortifying the portfolio further with a bunch of strong, well-managed REITs.</p><p>REITs are known for being dependable income instruments as they are mandated to pay out at least 90% of their earnings to enjoy tax benefits.</p><p>The key is to select REITs with strong sponsors, high-quality and well-located assets, and which also boast an impressive track record of increasing their DPU through good times and bad.</p><p>A good example will be <a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a>, or MIT.</p><p>The industrial REIT has a strong sponsor in Mapletree Investments Pte Ltd, a real estate investment and development company with S$78.7 billion of properties as of 31 March 2022.</p><p>MIT owns 141 properties across six property segments with a tenant base of more than 2,000 tenants.</p><p>The REIT has also reported an unbroken rise in distribution per unit (DPU) since fiscal 2011/2012.</p><p>DPU has increased for 10 consecutive years with fiscal 2022’s DPU at S$0.138, giving the REIT’s units a trailing distribution yield of 5.1%.</p><h3>Add in a layer of dependable dividend stocks</h3><p>To keep the dividends flowing while also capturing some growth, you can layer on smaller companies that possess both growth and dividends.</p><p>An example of a dependable dividend payer is <a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong Group Ltd </a>.</p><p>The retailer is not only resilient in the face of downturns but has also managed to grow its store count steadily over the years.</p><p>Sheng Siong’s most recent fiscal 2022 first half (1H2022) earnings saw the group report a 2.1% year on year increase in net profit while the interim dividend rose slightly to S$0.0315 from S$0.031 last year.</p><p>The retailer has grown its store count by three from 63 last June to the current 66 stores.</p><p>Another dependable dividend stock is <a href=\"https://laohu8.com/S/5DD.SI\">Micro-Mechanics (Holdings) Ltd </a>, which designs and manufactures tools and parts used in the semiconductor industry.</p><p>The group has nearly tripled its annual dividend from S$0.05 in fiscal 2015 to S$0.14 in fiscal 2021.</p><h3>Keep some cash handy</h3><p>Finally, it’s always useful to keep some cash on hand to take advantage of any opportunities that the stock market may throw up.</p><p>By having some dry powder with you, you can then swoop in to purchase shares of great companies should there be a sharp market downswing.</p><p>The market can be volatile in the short-term and share prices can plunge for all sorts of reasons.</p><p>Cash may give poor returns while sitting in your bank account, but it opens you up to great opportunities to accumulate when everyone else is panicking and selling.</p><p>So, remember to take these tips to heart and you won’t have to worry about your investment portfolio even if a recession does arrive in the next few quarters.</p><p>Our beginner’s guide to investing is finally here! Many investors took years to understand the principles inside, but you can have it all in one afternoon. If you have just started investing, download our free guide today so you can catch up quickly. Click here to download now.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Passive Investing Tips to Prepare You for a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Passive Investing Tips to Prepare You for a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 09:42 GMT+8 <a href=https://thesmartinvestor.com.sg/4-passive-investing-tips-to-prepare-you-for-a-recession/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recessions and booms are part and parcel of the economic cycle.In recent months, there has been a growing chorus of opinions stating that an economic downturn is on its way.Even Prime Minister Lee ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-passive-investing-tips-to-prepare-you-for-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OV8.SI":"昇菘","5DD.SI":"微机械","D05.SI":"星展集团控股","ME8U.SI":"丰树工业信托","S68.SI":"新加坡交易所"},"source_url":"https://thesmartinvestor.com.sg/4-passive-investing-tips-to-prepare-you-for-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169939062","content_text":"Recessions and booms are part and parcel of the economic cycle.In recent months, there has been a growing chorus of opinions stating that an economic downturn is on its way.Even Prime Minister Lee Hsien Loong has chimed in, cautioning that a recession may hit Singapore’s shores either next year or in 2024.It’s natural to feel worried about whether your investment portfolio can hold up should a severe recession befall us.Rather than predict when the recession is coming, or whether there will even be a recession, I have found that it is more helpful to prepare for one instead.By fortifying your investment portfolio, it can better withstand the headwinds that accompany a downturn.By positioning your portfolio wisely, you can also stand it in good stead to ride the economic upswing that immediately follows every recession.Here are several tips you can use to stand ready should a recession hit.Stick with robust blue-chip stocksSelect blue-chip stocks should form a firm foundation for your portfolio.It makes intuitive sense to do so.Familiar blue-chip names such as DBS Group and Singapore Exchange Limited , or SGX, have gone through numerous boom and bust cycles.Having the experience and track record makes these companies more likely to get through the next downturn unscathed.Their large size, strong franchise and professional management teams also have the competence and expertise to steer the business through rough seas.It also helps that both stocks pay out a steady quarterly dividend.DBS Group currently pays S$0.36 per quarter while SGX doles out a quarterly dividend of S$0.08 per share, giving the former a forward dividend yield of 4.4% and the latter a historical dividend yield of 3.6%.Fortify with strong REITsWith the foundational layer built up, you can then consider fortifying the portfolio further with a bunch of strong, well-managed REITs.REITs are known for being dependable income instruments as they are mandated to pay out at least 90% of their earnings to enjoy tax benefits.The key is to select REITs with strong sponsors, high-quality and well-located assets, and which also boast an impressive track record of increasing their DPU through good times and bad.A good example will be Mapletree Industrial Trust, or MIT.The industrial REIT has a strong sponsor in Mapletree Investments Pte Ltd, a real estate investment and development company with S$78.7 billion of properties as of 31 March 2022.MIT owns 141 properties across six property segments with a tenant base of more than 2,000 tenants.The REIT has also reported an unbroken rise in distribution per unit (DPU) since fiscal 2011/2012.DPU has increased for 10 consecutive years with fiscal 2022’s DPU at S$0.138, giving the REIT’s units a trailing distribution yield of 5.1%.Add in a layer of dependable dividend stocksTo keep the dividends flowing while also capturing some growth, you can layer on smaller companies that possess both growth and dividends.An example of a dependable dividend payer is Sheng Siong Group Ltd .The retailer is not only resilient in the face of downturns but has also managed to grow its store count steadily over the years.Sheng Siong’s most recent fiscal 2022 first half (1H2022) earnings saw the group report a 2.1% year on year increase in net profit while the interim dividend rose slightly to S$0.0315 from S$0.031 last year.The retailer has grown its store count by three from 63 last June to the current 66 stores.Another dependable dividend stock is Micro-Mechanics (Holdings) Ltd , which designs and manufactures tools and parts used in the semiconductor industry.The group has nearly tripled its annual dividend from S$0.05 in fiscal 2015 to S$0.14 in fiscal 2021.Keep some cash handyFinally, it’s always useful to keep some cash on hand to take advantage of any opportunities that the stock market may throw up.By having some dry powder with you, you can then swoop in to purchase shares of great companies should there be a sharp market downswing.The market can be volatile in the short-term and share prices can plunge for all sorts of reasons.Cash may give poor returns while sitting in your bank account, but it opens you up to great opportunities to accumulate when everyone else is panicking and selling.So, remember to take these tips to heart and you won’t have to worry about your investment portfolio even if a recession does arrive in the next few quarters.Our beginner’s guide to investing is finally here! Many investors took years to understand the principles inside, but you can have it all in one afternoon. If you have just started investing, download our free guide today so you can catch up quickly. Click here to download now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993920102,"gmtCreate":1660614879608,"gmtModify":1676536366099,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993920102","repostId":"1170902712","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907879763,"gmtCreate":1660178797855,"gmtModify":1703478761925,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907879763","repostId":"2258221706","repostType":2,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908431855,"gmtCreate":1659412359577,"gmtModify":1705980112967,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908431855","repostId":"1173234785","repostType":2,"repost":{"id":"1173234785","kind":"news","pubTimestamp":1659409978,"share":"https://ttm.financial/m/news/1173234785?lang=&edition=fundamental","pubTime":"2022-08-02 11:12","market":"sg","language":"en","title":"SIA Reports its Second-Highest Operating Profit in History: 5 Things You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1173234785","media":"The Smart Investor","summary":"The airline is seeing a sharp surge in demand as borders reopen around the world.Blue skies are here","content":"<html><head></head><body><p>The airline is seeing a sharp surge in demand as borders reopen around the world.</p><p><img src=\"https://static.tigerbbs.com/c602cd199bad1945bb2ecc4a8758f645\" tg-width=\"1200\" tg-height=\"799\" width=\"100%\" height=\"auto\"/></p><p>Blue skies are here for <b>Singapore Airlines Limited</b> (SGX: C6L), or SIA.</p><p>After a turbulent two years, the airline is reporting strong numbers as it witnesses a surge in demand for air travel.</p><p>SIA and its budget carrier Scoot were among the first carriers to launch services when restrictions eased in September last year.</p><p>This move allowed the group to capture pent-up demand for travel, thus accelerating its recovery.</p><p>For its fiscal 2022/2023 first quarter (1Q2023) ended on 30 June 2022, SIA reported its second-highest operating profit on record.</p><p>Here are five other things you need to know about the airline’s latest results.</p><p><b>1. Soaring revenue and profits</b></p><p>Total revenue for SIA tripled year on year from S$1.3 billion to S$3.9 billion for 1Q2023.</p><p>Singapore threw open its borders to vaccinated travellers in April this year, resulting in the carrier enjoying buoyant demand for travel bookings.</p><p>Two quarters ago, SIA benefitted from the expansion of the vaccinated travel lanes (VTL) scheme, and this momentum carried on as Singapore reopened its borders tentatively in the previous quarter.</p><p>This sharp jump in revenue is expected to be sustained as SIA heads into the holiday period with forward sales staying healthy up till October 2022.</p><p>Operating profit came in at S$556 million, reversing from an operating loss of S$274 million in 1Q2022.</p><p>Net profit stood at S$370 million for the quarter.</p><p><b>2. Rising capacity and load factor</b></p><p>The April to June period this year saw a significant jump in passenger numbers for SIA.</p><p>As borders reopened in April, passenger numbers shot up above the one million mark that month and have been rising ever since.</p><p>For 1Q2023, total passengers carried came up to 5.1 million, more than 14-fold above the 362,000 chalked up in the same period last year.</p><p>Passenger load factor soared to 79%, the highest since the onset of the pandemic, up 34.1 percentage points.</p><p>Passenger and cargo capacities jumped to 60.7% and 77% for 1Q2023, up from 26.5% and 56.8% in 1Q2022, respectively.</p><p><b>3. Keeping its fleet young</b></p><p>During 1Q2023, SIA took delivery of two Airbus A350-900s, of which one joined its operating fleet.</p><p>In addition, three Boeing 737-8s also joined SIA’s fleet this quarter, with another to be added once it completes its cabin retrofit.</p><p>As of 30 June 2022, SIA’s operating fleet consisted of 127 passenger aircraft and seven freighters, with Scoot operating 55 passenger aircraft.</p><p>The group’s fleet is just six years and three months old and is one of the youngest and most fuel-efficient fleets in the airline industry, with the average fleet age at 15 years and six months.</p><p><b>4. Increasing its network points</b></p><p>SIA continued to increase the number of destinations it flies to in response to healthy demand.</p><p>In 1Q2023, it reinstated flights to cities such as Cebu, Medan, and Nanjing while Scoot launched new services to Jeju in South Korea.</p><p>As of 30 June, the group’s passenger network covered 98 destinations in 36 countries, getting closer to its pre-pandemic network of 137 destinations in 37 countries.</p><p>SIA plans to increase services in anticipation of the Northern Winter operating season from 30 October 2022 to 25 March 2023, and will add more flights to Los Angeles, Paris and Japan as well as restore its Indian network to pre-pandemic levels.</p><p>Group capacity is expected to reach 76% by 3Q2023.</p><p><b>5. Reinforcing its brand status</b></p><p>Apart from boosting its fleet and increasing its network points, SIA has also been busy with other initiatives to reinforce its premium brand status.</p><p>The group has increased the number of self-service options and is working closely with ecosystem partners to improve the airport experience for customers.</p><p>SIA also unveiled its revamped flagship SilverKris Lounge and KrisFlyer Gold Lounge at Changi Airport for S$50 million.</p><p><b>Get Smart: A firm recovery expected</b></p><p>With healthy sets of financial and operating numbers, investors can expect more of the same from SIA as the recovery gathers steam.</p><p>Another piece of good news was Changi Airport reporting that the number of passengers exceeded half of the pre-pandemic figure for the first time, and was ahead of the year-end target set.</p><p>The second half of 2022 is expected to see even more people travelling despite the presence of more Omicron variants.</p><p>Changi Airport will reopen its Terminal 4 on 13 September, with 16 airlines to be relocated there.</p><p>This reopening will coincide with another quarter of Terminal 2’s opening in October, allowing the airport to handle its pre-COVID capacity of 70 million passengers per year.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SIA Reports its Second-Highest Operating Profit in History: 5 Things You Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSIA Reports its Second-Highest Operating Profit in History: 5 Things You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 11:12 GMT+8 <a href=https://thesmartinvestor.com.sg/sia-reports-its-second-highest-operating-profit-in-history-5-things-you-need-to-know/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The airline is seeing a sharp surge in demand as borders reopen around the world.Blue skies are here for Singapore Airlines Limited (SGX: C6L), or SIA.After a turbulent two years, the airline is ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/sia-reports-its-second-highest-operating-profit-in-history-5-things-you-need-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://thesmartinvestor.com.sg/sia-reports-its-second-highest-operating-profit-in-history-5-things-you-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173234785","content_text":"The airline is seeing a sharp surge in demand as borders reopen around the world.Blue skies are here for Singapore Airlines Limited (SGX: C6L), or SIA.After a turbulent two years, the airline is reporting strong numbers as it witnesses a surge in demand for air travel.SIA and its budget carrier Scoot were among the first carriers to launch services when restrictions eased in September last year.This move allowed the group to capture pent-up demand for travel, thus accelerating its recovery.For its fiscal 2022/2023 first quarter (1Q2023) ended on 30 June 2022, SIA reported its second-highest operating profit on record.Here are five other things you need to know about the airline’s latest results.1. Soaring revenue and profitsTotal revenue for SIA tripled year on year from S$1.3 billion to S$3.9 billion for 1Q2023.Singapore threw open its borders to vaccinated travellers in April this year, resulting in the carrier enjoying buoyant demand for travel bookings.Two quarters ago, SIA benefitted from the expansion of the vaccinated travel lanes (VTL) scheme, and this momentum carried on as Singapore reopened its borders tentatively in the previous quarter.This sharp jump in revenue is expected to be sustained as SIA heads into the holiday period with forward sales staying healthy up till October 2022.Operating profit came in at S$556 million, reversing from an operating loss of S$274 million in 1Q2022.Net profit stood at S$370 million for the quarter.2. Rising capacity and load factorThe April to June period this year saw a significant jump in passenger numbers for SIA.As borders reopened in April, passenger numbers shot up above the one million mark that month and have been rising ever since.For 1Q2023, total passengers carried came up to 5.1 million, more than 14-fold above the 362,000 chalked up in the same period last year.Passenger load factor soared to 79%, the highest since the onset of the pandemic, up 34.1 percentage points.Passenger and cargo capacities jumped to 60.7% and 77% for 1Q2023, up from 26.5% and 56.8% in 1Q2022, respectively.3. Keeping its fleet youngDuring 1Q2023, SIA took delivery of two Airbus A350-900s, of which one joined its operating fleet.In addition, three Boeing 737-8s also joined SIA’s fleet this quarter, with another to be added once it completes its cabin retrofit.As of 30 June 2022, SIA’s operating fleet consisted of 127 passenger aircraft and seven freighters, with Scoot operating 55 passenger aircraft.The group’s fleet is just six years and three months old and is one of the youngest and most fuel-efficient fleets in the airline industry, with the average fleet age at 15 years and six months.4. Increasing its network pointsSIA continued to increase the number of destinations it flies to in response to healthy demand.In 1Q2023, it reinstated flights to cities such as Cebu, Medan, and Nanjing while Scoot launched new services to Jeju in South Korea.As of 30 June, the group’s passenger network covered 98 destinations in 36 countries, getting closer to its pre-pandemic network of 137 destinations in 37 countries.SIA plans to increase services in anticipation of the Northern Winter operating season from 30 October 2022 to 25 March 2023, and will add more flights to Los Angeles, Paris and Japan as well as restore its Indian network to pre-pandemic levels.Group capacity is expected to reach 76% by 3Q2023.5. Reinforcing its brand statusApart from boosting its fleet and increasing its network points, SIA has also been busy with other initiatives to reinforce its premium brand status.The group has increased the number of self-service options and is working closely with ecosystem partners to improve the airport experience for customers.SIA also unveiled its revamped flagship SilverKris Lounge and KrisFlyer Gold Lounge at Changi Airport for S$50 million.Get Smart: A firm recovery expectedWith healthy sets of financial and operating numbers, investors can expect more of the same from SIA as the recovery gathers steam.Another piece of good news was Changi Airport reporting that the number of passengers exceeded half of the pre-pandemic figure for the first time, and was ahead of the year-end target set.The second half of 2022 is expected to see even more people travelling despite the presence of more Omicron variants.Changi Airport will reopen its Terminal 4 on 13 September, with 16 airlines to be relocated there.This reopening will coincide with another quarter of Terminal 2’s opening in October, allowing the airport to handle its pre-COVID capacity of 70 million passengers per year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909260688,"gmtCreate":1658881015744,"gmtModify":1676536222008,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909260688","repostId":"1157699686","repostType":2,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075686311,"gmtCreate":1658191995833,"gmtModify":1676536119659,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075686311","repostId":"1199326350","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075960068,"gmtCreate":1658129345754,"gmtModify":1676536109960,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075960068","repostId":"1171216673","repostType":2,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981125804,"gmtCreate":1666425942708,"gmtModify":1676537755738,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981125804","repostId":"2277473668","repostType":2,"repost":{"id":"2277473668","kind":"highlight","pubTimestamp":1666394795,"share":"https://ttm.financial/m/news/2277473668?lang=&edition=fundamental","pubTime":"2022-10-22 07:26","market":"us","language":"en","title":"77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2277473668","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer that portfolio concentration drives wealth creation.","content":"<html><head></head><body><p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, has led his company's Class A shares (BRK.A) to a jaw-dropping average annual return of 20.1%.</p><p>Buffett's willingness to stick with his investments for many years (if not decades) and his love of dividend stocks are two reasons he's been such a successful investor. But a key ingredient to Buffett's success that's often overlooked is his portfolio concentration.</p><p>The Oracle of Omaha believes diversification is "protection against ignorance." In other words, buying a boatload of stocks makes sense only if you don't know what you're doing, according to Buffett. Although Berkshire Hathaway's $313 billion investment portfolio has stakes in around four dozen securities, more than $241 billion of invested assets -- 77% of total portfolio value -- is tied up in just six stocks.</p><h3>1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 40.5% of invested assets</h3><p>Warren Buffett's love for portfolio concentration is readily on display with his company's position in <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. The tech stock makes up an astounding 40.5% ($126.6 billion) of invested assets and has been labeled by the Oracle of Omaha as one of Berkshire Hathaway's "four giants."</p><p>There is a long list of reasons for Buffett and his investment team to have such strong convictions in Apple. This includes having a well-known brand, an exceptionally loyal customer base, and a product and service lineup driven by innovation. For instance, introducing 5G-capable iPhones has helped Apple maintain approximately half of the U.S. smartphone market share.</p><p>Apple's evolution has also seen it become a force in the subscription services space. This ongoing transformation to a platform-based operating model should accelerate its organic growth rate, boost its operating margin, and minimize the revenue fluctuations associated with physical product replacement cycles.</p><p>As one final note, Apple's capital return program is unmatched. It pays out nearly $14.8 billion in dividends annually and has repurchased roughly $520 billion of its own common stock since the beginning of 2013.</p><p><img src=\"https://static.tigerbbs.com/e7003706e2028bde743b3cdeda783ff2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Rising interest rates are a tailwind for banks with outstanding variable-rate loans. Effective Federal Funds Rate data by YCharts.</p><h3>2. <a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: 10.5% of invested assets</h3><p>Though Apple is Berkshire Hathaway's largest holding by a significant amount, bank stocks will forever be Warren Buffett's favorite industry. The $32.7 billion invested in money-center giant <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> is no surprise at all.</p><p>The beauty of bank stocks is their cyclical ties. Even though recessions are an inevitable part of the economic cycle, they're usually short-lived. By comparison, periods of economic expansion almost always last for years. Banks benefit from disproportionately long periods of expansion by growing their loans and deposits. It's a simple numbers game that favors patient investors like Buffett.</p><p>On a more company-specific level, Bank of America is the most interest-sensitive of the big banks. When the interest rate yield curve shifts, no bank sees its net interest income rise or fall more than BofA. With the Federal Reserve aggressively raising interest rates to tame historically high inflation, Bank of America can expect billions of dollars in added net interest income on its outstanding variable-rate loans.</p><p>BofA has a sizable capital return program as well. During bull markets, it's not uncommon for the company to return in excess of $20 billion to shareholders annually via dividends and buybacks.</p><h3>3. <a href=\"https://laohu8.com/S/CVX\">Chevron</a>: 8.4% of invested assets</h3><p>Integrated oil and gas company <a href=\"https://laohu8.com/S/CVX\">Chevron</a> is Berkshire Hathaway's third-largest holding ($26.2 billion of invested assets) and a relatively newer addition to the portfolio.</p><p>Betting big on energy isn't something Warren Buffett is known for. However, certain factors do suggest that energy commodity prices could remain elevated for years to come. Russia's invasions of Ukraine, coupled with global energy majors' significant reduction in capital investment during the COVID-19 pandemic, will make it difficult to quickly boost the global supply of crude oil and natural gas.</p><p>Another selling point for Chevron is its operating structure. Being "integrated" means Chevron controls upstream (drilling and exploration), midstream (transmission pipeline), and downstream (chemical plants and refineries) assets. While drilling brings home the juiciest operating margin, the company's midstream assets can generate highly predictable cash flow. Meanwhile, downstream assets benefit from lower input costs when crude falls. In short, downstream assets act as a hedge against falling prices.</p><p>You shouldn't be shocked to learn that Chevron is also quite generous with its capital return program. Chevron has raised its base annual payout for 35 consecutive years, and the company may repurchase up to $15 billion of its shares this year.</p><h3>4. <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>: 7% of invested assets</h3><p>Beverage behemoth <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> is Warren Buffett's longest-tenured holding (34 years), as well as Berkshire's fourth-largest position by market value ($22 billion).</p><p>Strong branding plays a key role in Coke's long-term outperformance. Few companies on the planet can cross generational gaps with ease and connect with consumers. Coca-Cola can do this by utilizing social media and well-known ambassadors to reach younger consumers while leaning on its holiday tie-ins to connect with more mature audiences.</p><p>Coca-Cola's geographic diversity is another reason for its bubbling success. With the exception of Cuba, North Korea, and Russia (the latter is due to its invasion of Ukraine), Coke has operations in every country worldwide. It holds about a 20% share of the cold beverage market in developed countries, which produce predictable cash flow, and a 10% share of the cold beverage space in faster-growing emerging markets.</p><p>Coca-Cola is a big-time dividend payer, too, with a 60-year streak of increasing its base annual payout. More importantly, Berkshire is netting an amazing 54% yield on Coca-Cola relative to its initial cost basis of about $3.25 per share.</p><h3>5. <a href=\"https://laohu8.com/S/AXP\">American Express</a>: 6.6% of invested assets</h3><p>Have I mentioned Warren Buffett likes financial stocks? Second only to Coca-Cola in a continuous holding period is financial services company <a href=\"https://laohu8.com/S/AXP\">American Express</a>. AmEx, as it's better known, has been a Berkshire Hathaway staple for the past 29 years.</p><p>Similar to Bank of America, AmEx benefits from long periods of economic expansion. Specifically, it's able to "double dip." In addition to collecting payment processing fees from merchants, it acts as a lender via credit cards. Lengthy bull markets give AmEx an opportunity to generate interest income and fees.</p><p>Buffett should also be happy with AmEx's ability to attract affluent clientele. High-earning individuals are less likely to alter their spending habits or fail to meet their repayment obligations during minor domestic or global economic hiccups. These well-to-do customers help AmEx navigate downturns better than most lenders.</p><p>Further, American Express is an income powerhouse -- at least to Berkshire Hathaway. Thanks to a low cost basis of $8.49 per AmEx share, Buffett's company is netting a 24.5% annual yield on cost!</p><h3>6. <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>: 4.1% of invested assets</h3><p>Lastly, Buffett's company has almost $13 billion invested in integrated oil and gas stock <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>. Note this $13 billion doesn't include the $10 billion in Occidental preferred stock Berkshire Hathaway purchased in 2019.</p><p>Among these six top holdings, Occidental is the newest and, arguably, the position Buffett has built up most aggressively this year. Pardon the pun, but the catalysts fueling Chevron are the same for Occidental Petroleum. As long as the global energy supply chain remains broken or constrained, demand should provide a healthy floor beneath the price of crude oil and natural gas.</p><p>Though it's an integrated provider like Chevron, even more of Occidental's sales are skewed toward its drilling and exploration operations. If oil and natural gas prices remain well above average, Occidental Petroleum has a chance to benefit even more than Chevron.</p><p>To keep with the theme, there's a handsome capital return in store for Berkshire Hathaway. Though Occidental's 0.8% dividend yield is nothing to write home about, Berkshire <i>is</i> generating an 8% annual yield on its $10 billion preferred stock position. Altogether, Buffett's company should collect $901 million in dividend income from Occidental Petroleum over the next 12 months.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n77% of Warren Buffett's $313 Billion Portfolio is Invested in These 6 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 07:26 GMT+8 <a href=https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","KO":"可口可乐","OXY":"西方石油","BRK.B":"伯克希尔B","CVX":"雪佛龙","AXP":"美国运通","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/10/21/77-warren-buffett-portfolio-invested-in-6-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277473668","content_text":"Few high-profile money managers have a nose for making money quite like Berkshire Hathaway CEO Warren Buffett. In the 57 years since taking the reins, the Oracle of Omaha, as he's come to be known, has led his company's Class A shares (BRK.A) to a jaw-dropping average annual return of 20.1%.Buffett's willingness to stick with his investments for many years (if not decades) and his love of dividend stocks are two reasons he's been such a successful investor. But a key ingredient to Buffett's success that's often overlooked is his portfolio concentration.The Oracle of Omaha believes diversification is \"protection against ignorance.\" In other words, buying a boatload of stocks makes sense only if you don't know what you're doing, according to Buffett. Although Berkshire Hathaway's $313 billion investment portfolio has stakes in around four dozen securities, more than $241 billion of invested assets -- 77% of total portfolio value -- is tied up in just six stocks.1. Apple: 40.5% of invested assetsWarren Buffett's love for portfolio concentration is readily on display with his company's position in Apple. The tech stock makes up an astounding 40.5% ($126.6 billion) of invested assets and has been labeled by the Oracle of Omaha as one of Berkshire Hathaway's \"four giants.\"There is a long list of reasons for Buffett and his investment team to have such strong convictions in Apple. This includes having a well-known brand, an exceptionally loyal customer base, and a product and service lineup driven by innovation. For instance, introducing 5G-capable iPhones has helped Apple maintain approximately half of the U.S. smartphone market share.Apple's evolution has also seen it become a force in the subscription services space. This ongoing transformation to a platform-based operating model should accelerate its organic growth rate, boost its operating margin, and minimize the revenue fluctuations associated with physical product replacement cycles.As one final note, Apple's capital return program is unmatched. It pays out nearly $14.8 billion in dividends annually and has repurchased roughly $520 billion of its own common stock since the beginning of 2013.Rising interest rates are a tailwind for banks with outstanding variable-rate loans. Effective Federal Funds Rate data by YCharts.2. Bank of America: 10.5% of invested assetsThough Apple is Berkshire Hathaway's largest holding by a significant amount, bank stocks will forever be Warren Buffett's favorite industry. The $32.7 billion invested in money-center giant Bank of America is no surprise at all.The beauty of bank stocks is their cyclical ties. Even though recessions are an inevitable part of the economic cycle, they're usually short-lived. By comparison, periods of economic expansion almost always last for years. Banks benefit from disproportionately long periods of expansion by growing their loans and deposits. It's a simple numbers game that favors patient investors like Buffett.On a more company-specific level, Bank of America is the most interest-sensitive of the big banks. When the interest rate yield curve shifts, no bank sees its net interest income rise or fall more than BofA. With the Federal Reserve aggressively raising interest rates to tame historically high inflation, Bank of America can expect billions of dollars in added net interest income on its outstanding variable-rate loans.BofA has a sizable capital return program as well. During bull markets, it's not uncommon for the company to return in excess of $20 billion to shareholders annually via dividends and buybacks.3. Chevron: 8.4% of invested assetsIntegrated oil and gas company Chevron is Berkshire Hathaway's third-largest holding ($26.2 billion of invested assets) and a relatively newer addition to the portfolio.Betting big on energy isn't something Warren Buffett is known for. However, certain factors do suggest that energy commodity prices could remain elevated for years to come. Russia's invasions of Ukraine, coupled with global energy majors' significant reduction in capital investment during the COVID-19 pandemic, will make it difficult to quickly boost the global supply of crude oil and natural gas.Another selling point for Chevron is its operating structure. Being \"integrated\" means Chevron controls upstream (drilling and exploration), midstream (transmission pipeline), and downstream (chemical plants and refineries) assets. While drilling brings home the juiciest operating margin, the company's midstream assets can generate highly predictable cash flow. Meanwhile, downstream assets benefit from lower input costs when crude falls. In short, downstream assets act as a hedge against falling prices.You shouldn't be shocked to learn that Chevron is also quite generous with its capital return program. Chevron has raised its base annual payout for 35 consecutive years, and the company may repurchase up to $15 billion of its shares this year.4. Coca-Cola: 7% of invested assetsBeverage behemoth Coca-Cola is Warren Buffett's longest-tenured holding (34 years), as well as Berkshire's fourth-largest position by market value ($22 billion).Strong branding plays a key role in Coke's long-term outperformance. Few companies on the planet can cross generational gaps with ease and connect with consumers. Coca-Cola can do this by utilizing social media and well-known ambassadors to reach younger consumers while leaning on its holiday tie-ins to connect with more mature audiences.Coca-Cola's geographic diversity is another reason for its bubbling success. With the exception of Cuba, North Korea, and Russia (the latter is due to its invasion of Ukraine), Coke has operations in every country worldwide. It holds about a 20% share of the cold beverage market in developed countries, which produce predictable cash flow, and a 10% share of the cold beverage space in faster-growing emerging markets.Coca-Cola is a big-time dividend payer, too, with a 60-year streak of increasing its base annual payout. More importantly, Berkshire is netting an amazing 54% yield on Coca-Cola relative to its initial cost basis of about $3.25 per share.5. American Express: 6.6% of invested assetsHave I mentioned Warren Buffett likes financial stocks? Second only to Coca-Cola in a continuous holding period is financial services company American Express. AmEx, as it's better known, has been a Berkshire Hathaway staple for the past 29 years.Similar to Bank of America, AmEx benefits from long periods of economic expansion. Specifically, it's able to \"double dip.\" In addition to collecting payment processing fees from merchants, it acts as a lender via credit cards. Lengthy bull markets give AmEx an opportunity to generate interest income and fees.Buffett should also be happy with AmEx's ability to attract affluent clientele. High-earning individuals are less likely to alter their spending habits or fail to meet their repayment obligations during minor domestic or global economic hiccups. These well-to-do customers help AmEx navigate downturns better than most lenders.Further, American Express is an income powerhouse -- at least to Berkshire Hathaway. Thanks to a low cost basis of $8.49 per AmEx share, Buffett's company is netting a 24.5% annual yield on cost!6. Occidental Petroleum: 4.1% of invested assetsLastly, Buffett's company has almost $13 billion invested in integrated oil and gas stock Occidental Petroleum. Note this $13 billion doesn't include the $10 billion in Occidental preferred stock Berkshire Hathaway purchased in 2019.Among these six top holdings, Occidental is the newest and, arguably, the position Buffett has built up most aggressively this year. Pardon the pun, but the catalysts fueling Chevron are the same for Occidental Petroleum. As long as the global energy supply chain remains broken or constrained, demand should provide a healthy floor beneath the price of crude oil and natural gas.Though it's an integrated provider like Chevron, even more of Occidental's sales are skewed toward its drilling and exploration operations. If oil and natural gas prices remain well above average, Occidental Petroleum has a chance to benefit even more than Chevron.To keep with the theme, there's a handsome capital return in store for Berkshire Hathaway. Though Occidental's 0.8% dividend yield is nothing to write home about, Berkshire is generating an 8% annual yield on its $10 billion preferred stock position. Altogether, Buffett's company should collect $901 million in dividend income from Occidental Petroleum over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933774373,"gmtCreate":1662352072592,"gmtModify":1676537043556,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933774373","repostId":"1130372891","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998147735,"gmtCreate":1660959699629,"gmtModify":1676536430461,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998147735","repostId":"1133089120","repostType":2,"repost":{"id":"1133089120","kind":"news","pubTimestamp":1660957054,"share":"https://ttm.financial/m/news/1133089120?lang=&edition=fundamental","pubTime":"2022-08-20 08:57","market":"sg","language":"en","title":"These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133089120","media":"The Smart Investor","summary":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four c","content":"<html><head></head><body><p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.</p><p><img src=\"https://static.tigerbbs.com/9833467a6ad6d0507aa473f862a2e27f\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Investors love a great bargain in the stock market.</p><p>The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.</p><p>By doing so, we increase the chances of obtaining a favourable outcome in the long run.</p><p>That said, it pays to be wary of value traps.</p><p>Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.</p><p>It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.</p><p>Here are four Singapore stocks that recently hit their 52-week lows.</p><p>We provide the facts but you need to decide if these stocks may be suitable for your portfolio.</p><p><b>Keppel Pacific Oak US REIT (SGX: CMOU)</b></p><p>Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.</p><p>Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.</p><p>KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.</p><p>The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.</p><p>Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.</p><p>The REIT maintains a high portfolio committed occupancy of 92%.</p><p>Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.</p><p>However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.</p><p><b>Manulife US REIT (SGX: BTOU)</b></p><p>Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.</p><p>The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.</p><p>1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU dipped by 3.3% year on year to US$0.0261.</p><p>MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.</p><p>The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.</p><p>Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.</p><p><b>Yangzijiang Financial Holding Ltd (SGX: YF8)</b></p><p>Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.</p><p>The group also provides wealth management services to clients and generates fee-based income through fund management activities.</p><p>Since it was spun off from parent <b>Yangzijiang Shipbuilding Holdings Ltd</b> (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.</p><p>YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.</p><p>Net profit tumbled by 30.6% year on year to S$136.4 million.</p><p>As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.</p><p>The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.</p><p><b>Top Glove Corporation Berhad (SGX: BVA)</b></p><p>Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.</p><p>The group exports to more than 195 countries worldwide and employs 22,000 staff.</p><p>Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.</p><p>For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.</p><p>Net profit plunged by 96% year on year to RM 288.6 million.</p><p>Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.</p><p>In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 08:57 GMT+8 <a href=https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YF8.SI":"YZJ Fin Hldg","BVA.SI":"顶级手套有限公司","CMOU.SI":"吉宝-KBS美国房地产信托","BTOU.SI":"宏利美国房地产投资信托"},"source_url":"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133089120","content_text":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.By doing so, we increase the chances of obtaining a favourable outcome in the long run.That said, it pays to be wary of value traps.Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.Here are four Singapore stocks that recently hit their 52-week lows.We provide the facts but you need to decide if these stocks may be suitable for your portfolio.Keppel Pacific Oak US REIT (SGX: CMOU)Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.The REIT maintains a high portfolio committed occupancy of 92%.Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.Manulife US REIT (SGX: BTOU)Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU dipped by 3.3% year on year to US$0.0261.MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.Yangzijiang Financial Holding Ltd (SGX: YF8)Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.The group also provides wealth management services to clients and generates fee-based income through fund management activities.Since it was spun off from parent Yangzijiang Shipbuilding Holdings Ltd (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.Net profit tumbled by 30.6% year on year to S$136.4 million.As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.Top Glove Corporation Berhad (SGX: BVA)Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.The group exports to more than 195 countries worldwide and employs 22,000 staff.Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.Net profit plunged by 96% year on year to RM 288.6 million.Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047610121,"gmtCreate":1656905998063,"gmtModify":1676535913947,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047610121","repostId":"1184947522","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904807803,"gmtCreate":1660014759104,"gmtModify":1703476984725,"author":{"id":"3573978021681248","authorId":"3573978021681248","name":"KST66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573978021681248","authorIdStr":"3573978021681248"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904807803","repostId":"1100048788","repostType":2,"repost":{"id":"1100048788","kind":"news","pubTimestamp":1660010935,"share":"https://ttm.financial/m/news/1100048788?lang=&edition=fundamental","pubTime":"2022-08-09 10:08","market":"sg","language":"en","title":"Sembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1100048788","media":"The Smart Investor","summary":"It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s f","content":"<html><head></head><body><p>It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.</p><p>Thetrio of local bankshas reported a set of results that attest to their resilience even as an economic slowdown looms, while conglomerate <a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation Limited</a> and contract manufacturer <a href=\"https://laohu8.com/S/V03.SI\">Venture Corporation Limited</a> have both announced higher profits.</p><p>Inflationhas pushed up the prices of a wide variety of goods and services, including electricity and gas prices.</p><p>But this news is sweet music to the ears of <a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries Limited</a>, or SCI.</p><p>The increase in electricity prices has resulted in the utility company reporting significantly higher profits for 1H2022.</p><p>Here are five highlights from SCI’s latest earnings.</p><p><b>1. A strong set of financial numbers</b></p><p>SCI reported a 45% year on year jump in revenue to S$4.76 billion, with its Conventional Energy segment bringing in the lion’s share (87.4%) of the total.</p><p>Gross profit grew a smaller 28% year on year to S$677 million.</p><p>Net profit soared more than 10-fold to US$490 million as a result of higher profits from changes in the fair value of financial instruments, coupled with the absence of an impairment loss of S$206 million..</p><p>If the impairment loss is excluded, SCI’s net profit would have surged by 94% year on year.</p><p>The group had around S$1.66 billion of cash and financial assets as of 30 June 2022 along with S$8.7 billion of debt.</p><p>Free cash flow generated for 1H2022 was nearly 20% higher year on year at S$394 million.</p><p><b>2. Higher contributions from Energy segments</b></p><p>The group saw significantly better contributions from both its energy segments for 1H2022.</p><p>SCI’s Renewables division saw revenue climb 52.1% year on year from S$146 million to S$222 million with net profit for the segment more than tripling year on year to S$76 million.</p><p>The better result was due to new acquisitions in China, higher installed wind energy capacity in India, and higher selling prices for solar energy in Singapore.</p><p>As for Conventional Energy, revenue grew 50.8% year on year to S$4.16 billion while net profit (before exceptional items) more than doubled over the same period from S$187 million to S$397 million.</p><p>The division benefitted from higher electricity prices in India and Singapore along with gains from Singapore gas hedges entered into last year.</p><p><b>3. Good progress in growing renewables capacity</b></p><p>SCI’s gross installed renewables capacity has grown steadily over the years.</p><p>It stood at 2.6 gigawatts (GW) at end-2020 and has now more than doubled to 5.4 GW at end-1H2022.</p><p>1H2022 saw 0.9 GW being added, with a further 1.7 GW under development.</p><p>The utility group had completed acquisitions in China, secured renewable projects in India, and launched a solar farm in Singapore, among other successful business development efforts.</p><p>Together with projects under development, SCI’s gross renewables capacity will hit 7.1 GW.</p><p>The growth is in line with the group’s plan to grow its installed capacity to 10 GW by 2025 as articulated during itsInvestor Daylast year.</p><p><b>4. Doubling its interim dividend</b></p><p>In line with its strong performance, SCI has doubled its interim dividend from S$0.02 last year to S$0.04.</p><p>When added to the final dividend of S$0.03 for FY2021, the group’s trailing 12-month dividend stands at S$0.07, giving its share a trailing dividend yield of 2.3%.</p><p><b>5. A mixed outlook</b></p><p>For 2H2022, earnings from SCI’s Conventional Energy division are expected to hold up assuming market conditions remain favourable.</p><p>For its Renewables division, contributions will flow in from the China renewables portfolio that was acquired in 1H2022.</p><p>However, SCI did caution that higher corporate expenses are also on the cards.</p><p>Rising interest rateswill raise borrowing costs for the group even as it undertakes new acquisitions by tapping on debt.</p><p>Finally, volatility in the commodity markets, along with disrupted supply chains due to theRussia-Ukraine war, are also additional risks that investors need to be mindful of.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSembcorp Industries Doubles its Interim Dividend: 5 Highlights from its 1H2022 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 10:08 GMT+8 <a href=https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.Thetrio of local bankshas reported a set of results that attest to their ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/sembcorp-industries-doubles-its-interim-dividend-5-highlights-from-its-1h2022-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100048788","content_text":"It is earnings season once again, and manyblue-chip stockshave reported their latest fiscal 2022’s first half (1H2022) results.Thetrio of local bankshas reported a set of results that attest to their resilience even as an economic slowdown looms, while conglomerate Keppel Corporation Limited and contract manufacturer Venture Corporation Limited have both announced higher profits.Inflationhas pushed up the prices of a wide variety of goods and services, including electricity and gas prices.But this news is sweet music to the ears of Sembcorp Industries Limited, or SCI.The increase in electricity prices has resulted in the utility company reporting significantly higher profits for 1H2022.Here are five highlights from SCI’s latest earnings.1. A strong set of financial numbersSCI reported a 45% year on year jump in revenue to S$4.76 billion, with its Conventional Energy segment bringing in the lion’s share (87.4%) of the total.Gross profit grew a smaller 28% year on year to S$677 million.Net profit soared more than 10-fold to US$490 million as a result of higher profits from changes in the fair value of financial instruments, coupled with the absence of an impairment loss of S$206 million..If the impairment loss is excluded, SCI’s net profit would have surged by 94% year on year.The group had around S$1.66 billion of cash and financial assets as of 30 June 2022 along with S$8.7 billion of debt.Free cash flow generated for 1H2022 was nearly 20% higher year on year at S$394 million.2. Higher contributions from Energy segmentsThe group saw significantly better contributions from both its energy segments for 1H2022.SCI’s Renewables division saw revenue climb 52.1% year on year from S$146 million to S$222 million with net profit for the segment more than tripling year on year to S$76 million.The better result was due to new acquisitions in China, higher installed wind energy capacity in India, and higher selling prices for solar energy in Singapore.As for Conventional Energy, revenue grew 50.8% year on year to S$4.16 billion while net profit (before exceptional items) more than doubled over the same period from S$187 million to S$397 million.The division benefitted from higher electricity prices in India and Singapore along with gains from Singapore gas hedges entered into last year.3. Good progress in growing renewables capacitySCI’s gross installed renewables capacity has grown steadily over the years.It stood at 2.6 gigawatts (GW) at end-2020 and has now more than doubled to 5.4 GW at end-1H2022.1H2022 saw 0.9 GW being added, with a further 1.7 GW under development.The utility group had completed acquisitions in China, secured renewable projects in India, and launched a solar farm in Singapore, among other successful business development efforts.Together with projects under development, SCI’s gross renewables capacity will hit 7.1 GW.The growth is in line with the group’s plan to grow its installed capacity to 10 GW by 2025 as articulated during itsInvestor Daylast year.4. Doubling its interim dividendIn line with its strong performance, SCI has doubled its interim dividend from S$0.02 last year to S$0.04.When added to the final dividend of S$0.03 for FY2021, the group’s trailing 12-month dividend stands at S$0.07, giving its share a trailing dividend yield of 2.3%.5. A mixed outlookFor 2H2022, earnings from SCI’s Conventional Energy division are expected to hold up assuming market conditions remain favourable.For its Renewables division, contributions will flow in from the China renewables portfolio that was acquired in 1H2022.However, SCI did caution that higher corporate expenses are also on the cards.Rising interest rateswill raise borrowing costs for the group even as it undertakes new acquisitions by tapping on debt.Finally, volatility in the commodity markets, along with disrupted supply chains due to theRussia-Ukraine war, are also additional risks that investors need to be mindful of.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}