KYHBKO

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    • KYHBKOKYHBKO
      ·13:04
      What the market wants like an interest rate cut may not be what the economy needs.  
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    • KYHBKOKYHBKO
      ·02-20 15:39

      Top HK dividend stocks (20 Feb 2023)

      I have been buying Hong Kong dividend stocks over the past few years and have held on to most of these stocks, especially oil/energy businesses. This stems from the consumption forecast of oil and its derivatives. China’s oil consumption China Oil Consumption 1965 - 2022 | YEARLY | BARREL/DAY TH | BP PLC Key information about China Oil Consumption China Oil Consumption was reported at 14,295.000 Barrel/Day th in Dec 2022 This records a decrease from the previous number of 14,893.000 Barrel/Day th for Dec 2021 China Oil Consumption data is updated yearly, averaging 2,934.500 Barrel/Day th from Dec 1965 to 2022, with 58 observations The data reached an all-time high of 14,893.000 Barrel/Day th in 2021 and a record low of 215.000 Barrel/Day th in 1965 China Oil Consumption data remains activ
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      Top HK dividend stocks (20 Feb 2023)
    • KYHBKOKYHBKO
      ·02-17

      My investing muse - layoffs, recession and AI (19 Feb 2024)

      My investing muse - layoffs, recession and AI Layoffs continue into the last week. Nike on Thursday said it will cut about 2% of its total workforce, or more than 1,600 jobs, as the sportswear giant looks to cut costs after flagging weaker profits this year. - CNBC Israeli fintech company Riskified is laying off over 40 of its 750 employees, accounting for about 6% of its total workforce. - Calcalistech Paramount Global announced Tuesday it is laying off about 800 employees, or roughly 3% of its workforce.Paramount Global, which owns CBS, said Monday that the network set record highs for Super Bowl viewership. - CNBC Silicon Valley tech giant Cisco is getting ready to lay off thousands of employees in its latest reorganization effort to focus on high-growth areas, Reuters reports. C
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      My investing muse - layoffs, recession and AI (19 Feb 2024)
    • KYHBKOKYHBKO
      ·02-17

      News and my thoughts from the last week (19 Feb 2024) - Amazon, CRE & BYD

      News and my thoughts from the last week (19 Feb 2024) - Amazon, CRE & BYD More than 60% of Americans live paycheck to paycheck as of September 2023, according to a LendingClub report - CNBC Amazon founder Jeff Bezos sold around 12 million shares of the online retail and cloud services firm for roughly $2 billion - Reuters Shell has this week permanently closed its seven hydrogen refuelling stations for passenger cars in California, citing “supply complications and other external market factors”. - Hydrogen Insight For the full year, commercial real estate prices dropped 10.2%, accelerating their decline after small drops of less than one percent in 2022 and 2021. - Reuters Crimes can also be inflationary. I monitor their promise and their deliverables. I do not have any timeline or ex
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      News and my thoughts from the last week (19 Feb 2024) - Amazon, CRE & BYD
    • KYHBKOKYHBKO
      ·02-17

      Market outlook for the week starting 19 Feb 2024 - can S&P500 hit new heights?

      Market Outlook - 19 Feb 2024 Technical observations of the S&P500 1D chart: The Stochastic indicator is on an uptrend. The MACD indicator is showing a downtrend having completed another top crossover. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. The last candle is above both the MA 50 line and the MA 200 line. Thus, it could be read as bullish for the long-term and mid-term. Exponential Moving Averages (EMA). The 3 EMA lines are moving in a fanned-out pattern, thus implying an uptrend. From the 1D technical indicators above, there are a total of 22 (Buy), 1 (Sell) and 0 (Neutral). Investing recommends the “STRONG BUY” recommendation based on the technical indicators above (1D chart for S&P500). From the data above, the market should see an up
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      Market outlook for the week starting 19 Feb 2024 - can S&P500 hit new heights?
    • KYHBKOKYHBKO
      ·02-17

      Earnings for the week starting 19 Feb 2024 - Can Nvidia lead the S&P500 charge?

      Earnings Calendar (19 Feb 2024) This week has several earnings of interest. Without a doubt, many eyes will be upon the earnings of Nvidia. Other earnings of interest will include that of Walmart, Home Depot, Rivian, Moderna, Block and HSBC. Recent performance of Nvidia Nvidia has seen a stellar surge in its value from a year ago. The 52-week range is between 204.21 to 746.11. It is one of the biggest companies in the world with a market cap of $1.794T. With a TTM PE ratio of 96.18, is this too expensive or is this reasonable? Observations: There is a strong revenue growth over the last few years thanks to its products, a key hardware enabler for AI. Net income for TTM has reached $18.88B, compared to $4.368B from a year ago. Basic EPS has risen from 1.76 to 7.65 It seems to have a co
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      Earnings for the week starting 19 Feb 2024 - Can Nvidia lead the S&P500 charge?
    • KYHBKOKYHBKO
      ·02-17

      Economic Calendar for the week starting 19Feb2024 - FOMC meeting minutes this week

      Public Holidays United States will be closed on 19 Feb 2024 (Monday) for Washington’s birthday. No holidays for Singapore, China and Hong Kong as they return from the Chinese New Year festivities. Economic Calendar (19 Feb 2024) Notable Highlights FOMC meeting minutes. This is a closely watched announcement as the FOMC will shed more insights on the coming interest rate cuts. S&P Global US Manufacturing PMI. This data presents the outlook of Global US manufacturing. A figure above 50 represents expansion or growth. S&P Global US Manufacturing PMI. This data reviews the growth or contraction of Global services provided by US businesses. Initial Jobless Claims - This reflects the impact of unemployment, a data point for the Fed’s interest rate decision. The une
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      Economic Calendar for the week starting 19Feb2024 - FOMC meeting minutes this week
    • KYHBKOKYHBKO
      ·02-17

      Preview of the week starting 19 Feb 2024 - Can Nvidia lead the S&P500 charge?

      Public Holidays United States will be closed on 19 Feb 2024 (Monday) for Washington’s birthday. No holidays for Singapore, China and Hong Kong as they return from the Chinese New Year festivities. Economic Calendar (19 Feb 2024) Notable Highlights FOMC meeting minutes. This is a closely watched announcement as the FOMC will shed more insights on the coming interest rate cuts. S&P Global US Manufacturing PMI. This data presents the outlook of Global US manufacturing. A figure above 50 represents expansion or growth. S&P Global US Manufacturing PMI. This data reviews the growth or contraction of Global services provided by US businesses. Initial Jobless Claims - This reflects the impact of unemployment, a data point for the Fed’s interest rate decision. The unemployment rate will
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      Preview of the week starting 19 Feb 2024 - Can Nvidia lead the S&P500 charge?
    • KYHBKOKYHBKO
      ·02-16

      Michael Burry's 13F for Q4/2023 - what has he bought and sold?

      13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Michael Burry - Scion Asset Management Observations: Burry bought Chinese stocks (JD & BABA). Is this an implication of the future value of the China market or these 2 players from the e-commerce space? Burry added some of the Magnificent 7 into his portfolio with the likes of Alphabet and Amazon. At the same time, Burry has added Citigroup - which has been going through major layoffs recently. The other company of interest is Advance Auto Parts. Is there going to be greater demand for auto spares in the coming future? With the rising co
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      Michael Burry's 13F for Q4/2023 - what has he bought and sold?
    • KYHBKOKYHBKO
      ·02-16

      Bill & Melinda Gate Foundation Trust's 13F for Q4/2023 - what has he bought and sold?

      13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Bill & Melinda Gates Foundation Trust Observations: The sales are very interesting to me as they have exited some strong companies totally that include some members of the Magnificent 7, namely, a complete 100% exit of Meta, Apple, Amazon, Alphabet, and Nvidia. From the recent runs, the Q4 sales do seem to be too early. Jim Cramer names his 'Magnificent Seven' stocks that are the real deal The Magnificent 7 includes Apple, Microsoft, Nvidia, Amazon, Meta, Tesla & Alphabet (Google). On top of this, they seem to have exited complet
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      Bill & Melinda Gate Foundation Trust's 13F for Q4/2023 - what has he bought and sold?
       
       
       
       

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