Tiger_James Ooi

Tiger Brokers Market Strategist in Singapore.

    • Tiger_James OoiTiger_James Ooi
      ·06-11

      Here's everything you need to know about Apple’s WWDC

      Key Highlights: 1) Apple Intelligence Apple Intelligence is similar to Microsoft's AI assistant Copilot, but you can access it for free. In other words, Apple Intelligence aims to assist you in using your Apple device more easily. Key "Apple Intelligence" features include: Siri: Siri will be able to perform various tasks for you, such as answering your queries using information from across apps and adding someone's address to your contact card after receiving it in a text message. Writing Tools: Writing Tools are available system-wide and help users rewrite, proofread, and summarize text. These tools aim to strengthen and simplify your writing. All of the "Apple Intelligence" features, both the ones that run on-device and those that rely on Apple data centers, use Apple-developed model
      5043
      Report
      Here's everything you need to know about Apple’s WWDC
    • Tiger_James OoiTiger_James Ooi
      ·06-10

      US Market Insights (10 June 2024)

      US Stock Performance: The S&P 500 and Nasdaq-100 returned 1.36% and 2.53% respectively last week, mainly due to AI optimism. Premium Valuation: U.S. stocks are currently trading at premium valuations, with PE ratios for the S&P 500 and Nasdaq-100 at 25.02x and 33.3x, respectively. For U.S. stock prices to remain elevated, strong corporate earnings growth and sooner-than-expected rate cut expectations are essential. Market Volatility: U.S. stocks are expected to trade volatile this week due to the Fed funds rate decision and the release of inflation data. Tesla shareholders will decide on Thursday whether to reinstate CEO Elon Musk’s $50 billion pay package, which will likely cause a significant swing in Tesla's stock price. Earnings Reports: Important earnings results include Oracl
      1.19K3
      Report
      US Market Insights (10 June 2024)
    • Tiger_James OoiTiger_James Ooi
      ·06-06

      How Much Higher Can ARM Stock Go?

      Arm $ARM Holdings Ltd(ARM)$ is a company that designs CPU cores based on the ARM architecture, which follows RISC principles. It operates under a fabless model, focusing on design and licensing its technology to other manufacturers rather than producing the chips itself. The Arm stock closed at USD136.67 yesterday, only 8.26% lower than its all-time high of USD148.97. It appears poised to surpass its all-time high soon. Arm has suddenly become one of Wall Street’s favorite stocks due to the AI frenzy. Upside Catalysts: 1) More Companies Shifting to ARM Architecture: Arm is gaining market share as many companies are transitioning to ARM architecture instead of Intel’s x86 architecture, due to its superior energy and cost efficiency. Notable comp
      8313
      Report
      How Much Higher Can ARM Stock Go?
    • Tiger_James OoiTiger_James Ooi
      ·06-06

      Quick thoughts on Singapore Banks performance

      Local banks have provided decent returns this year, with DBS $DBS Group Holdings(D05.SI)$ returning 22.2%, OCBC $ocbc bank(O39.SI)$ 15.7%, and UOB $UOB(U11.SI)$ 11.62%, respectively. The STI index has returned 5.58% so far this year. The three local banks have contributed to 7.41 percentage points of the STI index’s return. This means that without the banks' return contribution, the STI index would have dropped by 1.83% this year. The 10-year annualized returns for DBS, OCBC, and UOB are 13.69%, 8.7%, and 7.81%, respectively, outperforming the STI index’s 4.11% over the same period. The 10-year annualized returns of the three local banks also surpass most o
      2.53K3
      Report
      Quick thoughts on Singapore Banks performance
    • Tiger_James OoiTiger_James Ooi
      ·06-05

      The AI monetization roadmap should benefit software companies last

      The previous mobile internet monetization cycle taught us that mobile internet monetization benefits semiconductor companies first, followed by infrastructure, with software companies being the last beneficiaries. Source: Morgan Stanley The AI monetization roadmap could follow a similar pattern, benefiting semiconductor and infrastructure companies first, followed by AI software companies. I believe investors should focus more on semiconductors and infrastructure companies at this stage, as the leading AI applications/softwares are still uncertain. My favorite semiconductor and infrastructure companies remain Microsoft $Microsoft(MSFT)$ , Alphabet, Amazon, Nvidia, and TSMC $Taiwan Semiconductor Manufacturi
      2.23K3
      Report
      The AI monetization roadmap should benefit software companies last
    • Tiger_James OoiTiger_James Ooi
      ·06-05

      Forget Alibaba! Pinduoduo is a better China e-commerce player

      PDD $PDD Holdings Inc(PDD)$ has risen by 26% to USD 146.92 since I last covered it in April. You could find my previous article on PDD here. Nevertheless, PDD is still trading 28% below its all-time high of USD 202.82. PDD has overtaken Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ again to become the most valuable Chinese e-commerce player by market cap.  Earnings Review: Earnings results continue to surprise investors on the upside, prompting analysts to upgrade their earnings forecasts. Revenue increased by 131% year-over-year (YoY) to RMB 86,812 million, while operating income rose by 275% YoY to
      2.10K1
      Report
      Forget Alibaba! Pinduoduo is a better China e-commerce player
    • Tiger_James OoiTiger_James Ooi
      ·06-04

      Nvidia stock is inexpensive among Magnificent Seven

      Many investors consider Nvidia $NVIDIA Corp(NVDA)$ expensive based on its PE ratio of 67x, which is the second highest among the Magnificent Seven. They may prefer other Magnificent Seven stocks that have relatively lower PE ratios, such as Apple $Apple(AAPL)$ at 30x, Amazon $Amazon.com(AMZN)$ at 48x, Alphabet $Alphabet(GOOG)$ at 26x, Meta Platforms $Meta Platforms, Inc.(META)$ at 25x, and Microsoft at 36x. Source: Bloomberg, Tiger Brokers However, Nvidia’s premium valuation is justified because it is providing high revenue and earnings growth that is unmatched by other Magnif
      3742
      Report
      Nvidia stock is inexpensive among Magnificent Seven
    • Tiger_James OoiTiger_James Ooi
      ·06-03

      US Market Insights (3 June)

      The S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ $iShares Core S&P 500 ETF(IVV)$ $Vanguard S&P 500 ETF(VOO)$ and Nasdaq-100 $Invesco QQQ(QQQ)$ returned -0.49% and -1.43% respectively last week. Technology stocks experienced a minor correction, which caused the tech-heavy Nasdaq-100 to fall more than the S&P 500. Important economic data to watch this week includes the ISM Manufacturing PMI on Monday, JOLTS on Tuesday, ADP Non-Farm Employment Change on Wednesday, and Non-Farm Payroll on Friday. We remain optimistic this week due to the following reasons: 1) Historical Performance of S&P 500: When the S&P
      9701
      Report
      US Market Insights (3 June)
    • Tiger_James OoiTiger_James Ooi
      ·05-31

      Apple is the hidden AI play that may surprise investors at WWDC

      Apple $Apple(AAPL)$ stock is currently trading at $191.29, only 3.44% lower than its all-time high of $198.11. Apple stock has climbed 12.46% so far this month, on pace to have its best month since July 2022. The stock may continue its uptrend momentum heading into WWDC. Apple will host WWDC from June 10-14, and it is widely expected that Apple will launch practical AI functions and announce a partnership with OpenAI during the event. Approximately 1.46 billion people worldwide use iPhones. I reckon AI-enabled phones will drive a multiyear upgrade cycle, similar to the significant improvements seen with the introduction of smartphones.   Why Should You Be Optimistic About Apple Stock Heading into WWDC? 1) Historical Performance During WWDC
      11.84K5
      Report
      Apple is the hidden AI play that may surprise investors at WWDC
    • Tiger_James OoiTiger_James Ooi
      ·05-27

      Webinar: Leverage short-term market opportunities with DLCs via the Cash Boost account

      Synopsis: Key features of Cash Boost account and Daily Leverage Certificates (DLCs) Contra trading strategies using DLCs Navigate both Bull & Bear markets with Long & Short DLCs Join us for an exclusive session titled "Leverage short-term market opportunities with DLCs via the Cash Boost account", featuring expert insights from James Ooi from Tiger Brokers and Marcus Ng, Vice President of Société Générale. Please click here to access the webinar on May 30th at 7:00 pm.
      2.46KComment
      Report
      Webinar: Leverage short-term market opportunities with DLCs via the Cash Boost account
       
       
       
       

      Most Discussed

       
       
       
       
       

      Company: TTMF Limited. Tech supported by Xiangshang Yixin.

      Email:uservice@ttm.financial