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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Oracle has the best infrastructure for hosting GPUs anywhere, says Citizens JMP's Patrick Walravens
Patrick Walravens, Citizens JMP analyst, joins 'Squawk on the Street' to discuss Oracle's quarterly earnings results, the milestones Oracle should be judged by, and much more.
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
Yangzijiang Shipbuilding and Suntec REIT in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-9-dec-2024
CNBC Television (Youtube)
Cramer’s Mad Dash: Toll Brothers
CNBC’s Jim Cramer delivers his daily Mad Dash.
Jun Yuan’s 2024 Year in Review
https://www.thesingaporeaninvestor.sg/2024/12/05/jun-yuans-2024-year-in-review/?utm_source=rss&utm_medium=rss&utm_campaign=jun-yuans-2024-year-in-review
Singapore Office Focused REITs Comparison @ 10 December 2024
https://www.reit-tirement.com/2024/12/singapore-office-focused-reits.html
US: Wall St opens mixed, focus remains on inflation data
https://www.businesstimes.com.sg/companies-markets/us-wall-st-opens-mixed-focus-remains-inflation-data
CNBC Television (Youtube)
Lovallo: The existing home market is being impacted by the lock-in effect of higher rates.
John Lovallo, Homebuilders & Building Products Analyst at UBS, discusses Toll Brothers' strong performance, noting their consistent earnings and delivery beats. He mentions the company's conservative guidance due to market uncertainty and highlights their shift towards mid to lower-end markets.
Part-time security officers to see over 30% jump in hourly pay by 2028
https://www.straitstimes.com/business/part-time-security-officers-to-see-over-30-jump-in-hourly-pay-by-2028
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
CNBC Television (Youtube)
The next step in Apple's evolution is bringing AI to the masses, says Bernstein's Toni Sacconaghi
Toni Sacconaghi, Bernstein senior research analyst, joins 'Squawk Box' to discuss the success of Apple, the evolution from a hardware company, the company's AI strategy, and more.
China’s export growth slows sharply, imports shrink ahead of Trump tariffs
https://www.straitstimes.com/business/economy/chinas-export-growth-slows-sharply-imports-shrink-ahead-of-trump-tariffs
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
CNBC Television (Youtube)
The best case outcome in Syria could be something along the lines of Turkey, says Karim Sadjadpour
Karim Sadjadpour, Carnegie Endowment Middle East program senior fellow, joins 'Squawk Box' to discuss the fallout following the collapse of the Assad regime in Syria, what's next for the power balance in the Middle East, the role of the United States going forward, and more.
Meta warns against holiday shopping scams
https://www.channelnewsasia.com/business/meta-warns-against-holiday-shopping-scams-facebook-whatsapp-instagram-4798376
CNBC Television (Youtube)
Cramer’s Stop Trading: Costco
CNBC’s Jim Cramer explains why he is keeping an eye on shares of Costco.
CNBC Television (Youtube)
LIVE: Pres. Biden delivers remarks on his economic legacy at the Brookings Institution — 12/10/2024
President Biden delivers remarks on his economic legacy and middle-out, bottom-up playbook at the Brookings Institution.
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LIVE: Pres. Biden delivers remarks on his economic legacy at the Brookings Institution — 12/10/2024
CNBC Television (Youtube)
Opening Bell: December 10, 2024
Watch the opening bell for the New York Stock Exchange and the Nasdaq from December 10, 2024
CNBC Television (Youtube)
Antitrust enforcement shouldn't be used a negotiating tool, says DOJ antitrust chief Kanter
Jonathan Kanter, Assistant Attorney General for Justice Department’s Antitrust Division, joins 'Squawk Box' to discuss the administration's top accomplishments, the DOJ's landmark cases against Big Tech, what to expect from the incoming Trump administration on antitrust enforcement, the future of competition in the U.S., and more.
CNBC Television (Youtube)
Luigi Mangione charged with murder of UnitedHealthcare CEO Brian Thompson
CNBC's Bertha Coombs joins 'Squawk on the Street' with the latest developments in the fatal shooting of UnitedHealthcare CEO Brian Thompson.
OCBC and CIMB vying for controlling stake in Indonesia's Panin Bank, Maybank working on potential bid: Reuters
Read: https://link.theedgesingapore.com/XkEvgLA9hghg4PZm7
Follow us on: @theedgesg
CNBC Television (Youtube)
DOJ antitrust chief Kanter: We had the most effective antitrust enforcement era since FDR
Jonathan Kanter, Assistant Attorney General for Justice Department’s Antitrust Division, joins 'Squawk Box' to discuss the administration's top accomplishments, the DOJ's landmark cases against Big Tech, what to expect from the incoming Trump administration on antitrust enforcement, the future of competition in the U.S., and more.
Coffee reaches record with Brazil crop woes adding to crunch
Read: https://link.theedgesingapore.com/wBAEL9Shg4m1rEyLA
Follow us on: @theedgesg
Google invests in Intersect Power in over $800 million funding round amid AI race
https://www.channelnewsasia.com/business/google-invests-intersect-power-over-800-million-funding-round-amid-ai-race-4798441
CNBC Television (Youtube)
Fast Forward: The Taylor Swift effect
CNBC’s Julia Boorstin joins 'Squawk Box' to break down the impact of Taylor Swift's record-breaking Eras tour on the concert and entertainment industry in the first installment of 'Fast Forward'.
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
Asian economies resilient enough to endure turbulence, IMF says
https://www.straitstimes.com/business/economy/asian-economies-resilient-enough-to-endure-turbulence-imf-says
CNBC Television (Youtube)
Consumer spending healthy in November despite shorter holiday shopping season
CNBC's Steve Liesman joins 'Squawk Box' with the latest results of the CNBC NRF Retail Monitor.
Mergers and acquisitions in South Korea will be on hold as long as political uncertainty remains: Pictet Asset Management
https://www.cnbc.com/video/2024/12/10/pictet-asset-management-discusses-ma-prospects-in-south-korea.html