amroui
amroui
To the moon!! 🚀
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avataramroui
2023-07-13

We’re looking out for the wrong things for ZIM

In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats
We’re looking out for the wrong things for ZIM
avataramroui
2022-07-15
$Pilbara Minerals Ltd(PLS.AU)$ Anticipated news of July's auction were announced yesterday, with a bid price of US$6,841 per dmt on a 6% lithium basis. This is a decrease from June's pre-auction offer which was accepted at US$7,017 per dmt on a 6% lithium basis.While Pilbara feels that demand for lithium is still strong, this does indicate that we should temper our expectations and revenue growth outlook from 2H 2022 lithium sales. Coupled with the downtrend in the market as a whole, expect price to move back down towards $2.20. Whether it moves further down depends on two things:1) the upcoming financials report on 28 Jul. Any improvements from its previous net profit margin of ~20.5% might rev
avataramroui
2023-06-13

3 Reasons Why SIA is Overbought

Today I'm gonna play devil's advocate and give 3 reasons why I think we'll see the growth in $SINGAPORE AIRLINES LTD(C6L.SI)$ price to start slowing down, and even to eventually track back towards $7. Price above Bollinger Upper hand, and both RSI6 & RSI12 close to or greater than 90 1) Declining Cargo revenue [16 Mar 2023] IATA has said air shipment traffic tilted down 8% during 2022 from the prior-year record and was 1.6% less than before the COVID crisis. It predicts air cargo volumes will fall further this year to 5.6% below 2019 levels. This was said in March this year. And we see it reflected in the latest financial report too. Cargo revenue FY21/22: $4,339.4M Cargo revenue FY22/23: $3,603.8M (-17.0% y-o-
3 Reasons Why SIA is Overbought
avataramroui
2022-07-05
$Unity Software Inc.(U)$Looks like the market is pessimistic today, with defensivestocks on the up pre-market. Bearish outlook for U shareholders this week, but a good opportunity to buy in for those of us who believe inits growth potential [Victory] Patience and cash is king in times like these [Smart] 
avataramroui
2022-06-28
$Alphabet(GOOGL)$Slowly going down again.Patience will win. Google as a business still going strong [Victory] 
avataramroui
2022-07-09
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$I'm still abit puzzled by the uptrend, but I think it'll continue since there's been no change to suggest it reversing. Still bullish for the next week at least. think it could touch$2.98? [Doubt] [Sly] 
avataramroui
2022-07-04
$Pilbara Minerals Ltd(PLS.AU)$Opened strong today but has been falling since then. Holding on, and planning to double my investment if it drops below 5% of my cost price [Victory] 
avataramroui
2022-08-13
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Bought at a good price, now wishing I bought more haha [LOL]  With the acquisition of the iconic Philips building in Toa Payoh, I feel that has only strengthened its value [Victory] [Strong] 
avataramroui
2022-06-14
$Grab Holdings(GRAB)$I bought the dip! Witha book price of $2, and a management that looks driven to increase profitability, is now the best time to buy in?Only time will tell [Thinking] [Silence] 
avataramroui
2023-07-12
$CIVMEC LIMITED(P9D.SI)$ Is it time to sell? EV demand heats up, but with lithium spot price stabilizing in July I don't see it spiking up to 2022 highs. Can Civmec continue to grow? Or is its recent major contract for the Rio Tinto Western Range Project in the Pilbara region the peak? The market looks undecided now. While it seems like mining companies are ramping up production, there are still signs of a slowing economy. If a economic downturn hits, expect the mining companies to be greatly affected.
avataramroui
2022-09-30
$Apple(AAPL)$ Strong dollar, weakening consumer demand, uncertain political impact from China market exposure.. lots of reason to be bearish. Buy the dip? Could we see Apple go down to $120? [Surprised] There's a lot of reason to be positive still. The potential restarting of the Apple car team, the move into chip design, the maintaining of a strong demand for its premium products, the recent upsell of the iPhone range (more demand for the plus or pro models as consumers feel it's more worth to pay the premium than just buy the base model), AppleTv's exploration intooffering exclusive sports content (MLS, maybeBundesliga? Tim Cook recently met up with Bayern Munich's CEO). All these positives don'ttran
avataramroui
2022-10-08
A quick update on the value of the rewards: HKD88 is still the best value-for-coin reward to get, but now USD10 beats SGD30 to second place. Was initially planning to get SGD30, now I'm thinking twice haha.. Do note though that while u can redeem multiple vouchers, the T&C says you can only use each type once a month. Whether that's controlled by Tiger or not is a separate issue (Tiger sometimes quite lenient coz they're the best! [Grin] ) so do take note if you're hoarding your vouchers to use all at one go[Sly] 
@amroui:Don't forget to claim your Achievement Missions rewards! For new Tiger cubs, this is a quick one-time only way to earn Tiger coins to redeem your first reward!For stock vouchers to get, I recommend the HKD 88. I’ve ranked the value of the vouchers per coin spent based on current currency conversion rates:1. HKD 88 (3100 coins)2. SGD 30 (6800 coins)3. USD 10 (3200 coins)4. USD 8 (2600 coins)5. SGD 8 (2200 coins)For Options traders, getting a US option commission free voucher for 800 coins might be more worth than a USD 10 voucher if you regularly hit above $2.50 commission per options trade. Hope this helps! Happy trading, happy earning! [Grin] Like and follow me if you like such tips! I'm a beginner to Tiger too, so let's help each other grow together [Victory] [St
avataramroui
05-17
"I am a bargain hunter, looking for oversold stocks!"[LOL]   I usually enter positions on businesses with "resilient" value, such as telcos or telecommunication-related companies like $Adtran(ADTN)$, healthcare, finance, freight/logistics, and manufacturing including semiconductor companies like $Navitas Semiconductor Corp(NVTS)$. I also set aside about 15-20% of my invested capital for "exploring new ideas".  This can be via options trading to capitalize on volatility movements, or investing in growth. Companies which are AI-related or clinical trial companies spring to mind. As a retail investor, I don't have much time to do my homework. That's why I'm very thankful for the insights from
avataramroui
2022-11-09
$GoodRx Holdings, Inc.(GDRX)$ #earnings Third quarter financial results exceed previously announced guidance SANTA MONICA, Calif.--(BUSINESS WIRE)--Nov. 8, 2022-- GoodRx Holdings, Inc. (Nasdaq: GDRX), a leading consumer-focused digital platform, has released its financial results for the third quarter of 2022. Third Quarter 2022 Highlights Total revenue of $187.3 million, exceeding previously announced guidance Net loss of $41.71 million; Net loss margin of 22.3% Adjusted Net Income2 of $29.9 million; Adjusted Net Income Margin2 of 16.0% Adjusted EBITDA2 of $52.0 million; Adjusted EBITDA Margin2 of 27.8%, exceeding previously announced guidance Net cash provided by operating activities of $33.7 million Over 865,000 prescribers active on GoodRx in
avataramroui
2022-08-14
Don't forget to claim your Achievement Missions rewards! For new Tiger cubs, this is a quick one-time only way to earn Tiger coins to redeem your first reward!For stock vouchers to get, I recommend the HKD 88. I’ve ranked the value of the vouchers per coin spent based on current currency conversion rates:1. HKD 88 (3100 coins)2. SGD 30 (6800 coins)3. USD 10 (3200 coins)4. USD 8 (2600 coins)5. SGD 8 (2200 coins)For Options traders, getting a US option commission free voucher for 800 coins might be more worth than a USD 10 voucher if you regularly hit above $2.50 commission per options trade. Hope this helps! Happy trading, happy earning! [Grin] Like and follow me if you like such tips! I'm a beginner to Tiger too, so let's help each other grow together [Victory] [St
avataramroui
2022-08-27
$Taiwan Semiconductor Manufacturing(TSM)$ Revisiting an old article (link below 👇)https://www.eastasiaforum.org/2021/08/06/the-united-states-is-determined-to-dominate-the-semiconductor-tech-war/The CHIPS Act has been passed, and we see interest in semiconductor companies, particularly US ones. However, we neglect that the Act is focused on manufacturing facilities. So who's the biggest beneficiary of this?Dependency on TSMToday, both Nvidia and AMD are heavily reliant on TSM. Intel has their own, but their technology isn't advanced enough to produce AMD chips, so we'll still see this reliance continue forAMD. For Nvidia, even if they partner with Intel, ramping up both the facilities and the skill set of the
avataramroui
2022-07-16
$Netflix(NFLX)$Bearish The market is so fickle with Netflix. I don't think we'll see the ad-partnership with Microsoft having a significantimpact on subscription levels within 2022, andwith competitors all racing ahead to try to grab a piece of the market, the next 1 year won't be a good one for Netflix.I also don't see Netflix reaching the same levelof growth as previous years, as we see a world moving more towards pre-pandemic normalcy as well as the emergence of more viable alternatives. Still think it's currently overpriced, and will be better to wait it out if you're not currently invested.Quick shoutout also to:$Walt Disney(DIS)$ not too bullish for it. Not sure if they can translate their aggressive
avataramroui
2023-06-10
$Carvana Co.(CVNA)$  Wednesday post market earnings sparked a bullish price surge yesterday, with CVNA ending more than 50% up on the day. 2 piece of information caught my interest: 1) RSI indicators RSI6 and RSI12 were both above 80. This is a trigger for me that a counter is overbought. Another counter with similar indicator is $Tesla Motors(TSLA)$  2) The other is the reporting metric of the earnings. Carvana hasn't Increased its sales volume for cars (primary revenue channel). Instead, it's increase in profit per car sold was driven more from the liquidation of debts owed to them. They were selling off loans which they were currently holding to the bank. But if car sales numbers weren't
avataramroui
2022-08-14
$Walt Disney(DIS)$ unless US shuts down due to monkeypox, I can't see Disney going anywhere but up over the next quarter. I don't think even a recession could beat it down.. could it? [Smug] [Thinking] [Doubt] [Helpless] 
avataramroui
2022-09-11
$Sea Ltd(SE)$ Not sure why SEA would still be bullish. Recent earnings show that although e-commerce income has increased significantly y-o-y, net loss hasn't decreased. From a profit margin perspective, continuing to grow their e-commerce segment is not yet sustainable. This is even more worrying given the current macroeconomic climate and expected tightening of consumer pockets.On the other hand, their most profitable segment Digital Entertainment (aka gaming) is losing both active users and revenue, and there hasn't been any strong indication from management of arresting the slide or investing to retainor grow this segment.The only positive is SEA trying to trim their expenses by closing their operations i

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