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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Airlines make better trades than investments, says Jim Cramer
'Mad Money' host Jim Cramer takes a closer look at airline stocks.
Technical Analysis: 10 December 2024
🇸🇬 SG
Yanlord Land Group Ltd (YLLG SP)
Keppel Ltd (KEP SP)
🇭🇰 HK
Hong Kong Exchanges & Clearing Ltd (388 HK)
Meituan (3690 HK)
Read More: https://www.kgieworld.sg/research/dec10ta24
@kgisg
Top Stories, 10 December 2024
1. Stock futures are little changed after S&P 500, Nasdaq Composite retreat from records: Live updates
https://www.kgieworld.sg/research/4n9g
2. Trade COMEX Gold futures and options contracts for a globally relevant, liquid financial instrument to help you hedge against inflation.
Find out more:
https://www.kgieworld.sg/research/CME_Gold
3. China shifts monetary policy stance for first time since 2011 to spur growth
https://www.kgieworld.sg/research/rwn1
4. US consumers expect higher inflation and better economy, New York Fed says
https://www.kgieworld.sg/research/taie
5. Gold Rises as China Resumes Buying and Syria Boosts Haven Demand
https://www.kgieworld.sg/research/d1az
6. USD/CAD holds above 1.4150 ahead of BoC rate decision
https://www.kgieworld.sg/research/iakr
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Stay Connected with KGI
Find out how: https://www.kgieworld.sg/futures/kgi-subscribe
Five stories to start your day:
1. SGX's November SDAV up 51% y-o-y to $1.44 billion
2. US equity-holding near record, according to State Street Global Markets’ 26-year data
3. DBS appoints new institutional banking group head, Singapore country head
4. Nvidia hit with China probe as tech war with US escalates
5. China eases monetary policy stance, vows more fiscal support
📰 Follow us on @theedgesg for market-moving news and the latest headlines.
CNBC Television (Youtube)
A market cap of $100 billion doesn't mean as much as it did in the old days, says Jim Cramer
'Mad Money' host Jim Cramer looks at companies that joined the $100 billion club this year.
Stocks to watch: Sembcorp Industries, Hai Leck, DBS
https://www.businesstimes.com.sg/companies-markets/stocks-watch-sembcorp-industries-hai-leck-dbs
My Thought Process On Writing a Put Option - With Actual Case Study On Citibank (NYSE: C)
http://www.3foreverfinancialfreedom.com/2021/06/my-thought-process-on-writing-put.html
Maybank IBG Traders’ Almanac
(10 Dec 2024) - KLCI dragged down by utilities heavyweights
Technical Trading Ideas💡for today:
1️⃣ CRESCENDO CORPORATION BHD – 6718 (S)
2️⃣ MY E.G. SERVICES BHD – 0138 (S)
3️⃣ MUI PROPERTIES BHD – 3913 (S)
4️⃣ CPO FUTURES (CP: MYR 5,214)
5️⃣ KLCI INDEX FUTURES (CP: 1,611.00)
Note: S - Shariah Compliant
For the full report, stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
India's steel expansion could hinder net zero emission goal, GEM says
https://www.channelnewsasia.com/business/indias-steel-expansion-could-hinder-net-zero-emission-goal-gem-says-4797166
Hai Leck founder offers to take company private at 55 cents a share
https://www.straitstimes.com/business/companies-markets/hai-leck-founder-offers-to-take-company-private-at-55-cents-a-share
CNBC Television (Youtube)
Final Trade: XHB, HON, BYD, Gold
The final trades of the day with CNBC’s Melissa Lee and the Fast Money traders.
CNBC Television (Youtube)
Health insurers' AI systems causing 'explosion of denials', warns Brown's Public Health Dean
Dr. Ashish Jha, Brown University School Of Public Health dean, joins 'Fast Money' to talk fallout from the killing of UnitedHealth CEO and renewed scrutiny on health insurers.
T-bill yield dips while stocks and fixed deposit rates rise: Weekly Market Recap
https://growbeansprout.com/weekly-update-7-dec-2024
Indian travelers will be 'the story' of the next 10 years, says Hilton APAC President
https://www.cnbc.com/video/2024/12/09/indian-travelers-are-top-story-of-the-next-10-years-says-hilton.html
CNBC Television (Youtube)
Xi’s cautious tone reflects concerns about exacerbating structural challenges: Longview's McNeal
Dewardric McNeal, Longview Global, joins 'Fast Money' to talk what's ahead for U.S.-China relations.
Thought this is a good read. Notre Dame was set ablaze in 2019. Took a lot of money and old school restoration to get it back.
https://www.ft.com/content/2f6fc768-e13f-4470-b1fd-7a9c7065e3e9?sharetype=blocked
Wealth Product Ideas 🌱
10 December 2024
🏢 HSBC 4.7 PERP Corp (US404280CQ03)
🌐 STANLN 6.097 01/11/35 Corp (USG84228GC69)
Read More: https://www.kgieworld.sg/research/dec10wpi24
Curated Headlines for 10 December 2024
South China Morning Post
Chinese cosmetics firm Mao Geping prices shares at top end of range ahead of Hong Kong IPO
Shares were priced at HK$29.80, according to exchange filings
https://www.scmp.com/business/banking-finance/article/3289971/chinese-cosmetics-firm-mao-geping-prices-shares-top-end-range-ahead-hong-kong-ipo?module=top_story&pgtype=subsection
New World faces risk of mounting losses amid Hong Kong property slump
New CEO Huang has to grapple with looming losses on costly projects in a market downturn
https://www.scmp.com/business/article/3289811/new-world-faces-risk-mounting-losses-amid-hong-kong-property-slump?module=top_story&pgtype=subsection
TikTok seeks temporary halt to potential US ban pending a Supreme Court review
Company and its parent, ByteDance, say the appellate ruling upholding the law is based on ‘flawed legal rationale’ the court should address
https://www.scmp.com/news/us/article/3290060/bytedance-tiktok-seek-temporary-halt-us-ban-pending-supreme-court-review?module=top_story&pgtype=subsection
The Business Times
China’s BYD to focus on plug-in hybrid cars in European expansion
https://www.businesstimes.com.sg/international/global/chinas-byd-focus-plug-hybrid-cars-european-expansion
Nippon Steel makes final push to win over US workers
https://www.businesstimes.com.sg/companies-markets/energy-commodities/nippon-steel-makes-final-push-win-over-us-workers
Bain-backed Kioxia prices jumbo IPO as Japanese offerings surge
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/bain-backed-kioxia-prices-jumbo-ipo-japanese-offerings-surge
The Wall Street Journal
Nvidia Probed in China Over Possible Antimonopoly Violations
Market regulator says U.S. chip maker may have breached terms of deal approval from four years ago
https://www.wsj.com/tech/china-nvidia-monopoly-probe-antitrust-da4f3d1f?mod=hp_lead_pos2
Barron’s
C3.ai Stock Soars After AI Company Announces New Alliance with Microsoft
C3.ai reported financial results that were ahead of expectations late Monday, driving the stock higher in after-hours trading.
https://www.barrons.com/articles/c3-ai-earnings-stock-price-fac64afa?mod=hp_minor_pos22&_gl=1*11i7ezd*_gcl_au*MTAwNDk0NjUyNS4xNzMxOTczMzQy*_ga*ODQ0MDY0MDUxLjE3MTU4MTcyMTQ.*_ga_K2H7B9JRSS*MTczMzc4MjA3OC4xMy4xLjE3MzM3ODIyNDguMTMuMC4w
CNBC Television (Youtube)
Jim Cramer talks companies that joined the $100 billion club this year
'Mad Money' host Jim Cramer looks at companies that joined the $100 billion club this year.
Gautam Adani flanks Modi as group announces big investment plans
https://www.straitstimes.com/business/companies-markets/gautam-adani-flanks-modi-as-group-announces-big-investment-plans
C3.ai lifts annual forecast on strong demand for enterprise AI software
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/c3-ai-lifts-annual-forecast-strong-demand-enterprise-ai-software
Year-in-Review: The 5 Best-Performing Stocks of 2024
Here are the five best-performing stocks this year.
📌 https://thesmartinvestor.com.sg/year-in-review-the-5-best-performing-stocks-of-2024/
China makeup mogul nears billionaire status with Hong Kong IPO
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/china-makeup-mogul-nears-billionaire-status-hong-kong-ipo
Tenaga Nasional Secures Singapore Agreement
Tenaga Nasional (TENAGA) has entered into an agreement to supply 50MW of renewable energy to Singapore’s Sembcorp Power Pte Ltd, with the first phase of delivery starting this month.
This deal stems from June’s Energy Exchange Malaysia (Enegem) auction under the Cross-Border Electricity Sales for Renewable Energy Scheme.
By exporting renewable energy to Singapore, TENAGA stands to benefit from competitive pricing and potential foreign exchange gains, as highlighted in an article reported by The Edge.
TENAGA’s share price has risen 37.7% YTD. Bullish investors may consider TENAGA-C2M, offering leveraged exposure with an effective gearing of 14.8x!
#WarrantsWatch
GIC picks JPMorgan to advise on $6.7 billion Greenko stake sale
https://www.straitstimes.com/business/companies-markets/gic-picks-jpmorgan-to-advise-on-6-7-billion-greenko-stake-sale
CNBC Television (Youtube)
Chart Master: Honeywell is a buy
Carter Worth, Worth Charting, joins 'Fast Money' to talk the technical trade on Honeywell.
Huawei suppliers to face further US limits under defence bill
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/huawei-suppliers-face-further-us-limits-under-defence-bill
CNBC Television (Youtube)
Watch CNBC's full interview with AeroVironment CEO Wahid Nawabi
Morgan Brennan speaks with AeroVironment CEO Wahid Nawabi in an in-depth interview at the Reagan National Defense Forum. Nawabi discusses the rapidly changing landscape of global defense, the need for scalable and low-cost autonomous systems, the urgency for the U.S. to adapt to modern threats, and the company's innovative technologies, including its acquisition of BlueHalo.
Microsoft unveils zero-water data centres to reduce AI climate impact
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/microsoft-unveils-zero-water-data-centres-reduce-ai-climate-impact
CNBC Television (Youtube)
'Fast Money' traders talk reversals in the stock market
'Fast Money' traders talk the day's market action.