10392
A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Options Action: Bearish bets on Hims
Mike Khouw joins 'Fast Money' to talk the options trade around Hims.
CNBC Television (Youtube)
'Fast Money' traders talk about Google's quantum chip
'Fast Money' traders talk Google jumping on its quantum chip announcement.
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
Apple’s next Ultra smartwatch will be able to send texts via satellite
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/apples-next-ultra-smartwatch-will-be-able-send-texts-satellite
Google's biggest bet is AI for search, investment chief says
https://www.channelnewsasia.com/business/googles-biggest-bet-ai-search-investment-chief-says-4799521
TikTok pays its users to shop if they boost app downloads
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/tiktok-pays-its-users-shop-if-they-boost-app-downloads
CNBC Television (Youtube)
Trump Treasury pick says Powell will serve out his term as Fed Chair, will leave May 2026
CNBC's Megan Cassella joins 'Fast Money' to talk thae latest on Fed Chair Powell.
GameStop reports fall in third-quarter revenue as consumers curb spending
https://www.channelnewsasia.com/business/gamestop-reports-third-quarter-profit-spending-cuts-4799231
Apple shares are on a tear despite sluggish growth, tariff risks
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/apple-shares-are-tear-despite-sluggish-growth-tariff-risks
2024 was a 'tale of two halves' for Chinese travel, says Hilton APAC President
https://www.cnbc.com/video/2024/12/10/2024-was-a-tale-of-two-halves-for-chinese-travel-hilton-apac-president.html
CNBC Television (Youtube)
Until mortgage rates come down we won't see prices come down, says Howard Hughes Corp CEO
David O’Reilly, Howard Hughes Corp CEO, joins 'Closing Bell Overtime' to talk the state of the housing market going into 2025.
AI will be the driver of equity returns 'across the board', says strategist
https://www.cnbc.com/video/2024/12/10/ai-will-be-the-driver-of-equity-returns-across-the-board-strategist.html
GM to exit Cruise robotaxi business
https://www.channelnewsasia.com/business/gm-exit-cruise-robotaxi-business-4799271
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
CNBC Television (Youtube)
Problem with quantum computing is error correction, says Gene Munster on Google's new chip
Gene Munster, Deepwater Asset Management, joins 'Closing Bell Overtime' to talk Google's new quantum computing chip.
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
After reviewing the Seeking Alpha article forwarded by the reader about the Avantis US Equity fund, I go and read the article.
Man its a hard read. It is a hard read not because of the AVUS underperformance but the way the person structure the stuff.
There is a benchmark the fund manager used in the description. it is perfectly reasonable benchmark but he chose not to use it.
And then it goes on to compare against a whole bunch of other growth, factor rotation ETFs and state that the fund has to do more to show the factors.
It somehow feels like when your mother keeps comparing you for something that you do, when she kind of miss some important info.
https://investmentmoats.com/money/use-the-right-benchmark-fund/
SGX securities turnover value rises 51% in November; volume up 12%
https://www.straitstimes.com/business/companies-markets/sgx-securities-turnover-value-rises-51-in-november-volume-up-12
Mondrian hotel has one of the nicest Xmas tree!
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S&P Global downgrades Intel's credit rating on slow recovery, management changes
https://www.channelnewsasia.com/business/sp-global-downgrades-intels-credit-rating-slow-recovery-management-changes-4799486
Chinese cybersecurity firm sanctioned, employee charged by US
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/chinese-cybersecurity-firm-sanctioned-employee-charged-us
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
US court blocks Kroger’s US$25 billion supermarket mega-merger
https://www.businesstimes.com.sg/companies-markets/us-court-blocks-krogers-us25-billion-supermarket-mega-merger
CNBC Television (Youtube)
Cohesity CEO on acquisition of Veritas' enterprise data protection unit
Sanjay Poonen, Cohesity CEO, joins 'Closing Bell Overtime' to talk Cohesity closing its acquisition of Veritas' enterprise data collection unit.
UBS reorganises US wealth management unit in growth push
https://www.businesstimes.com.sg/companies-markets/banking-finance/ubs-reorganises-us-wealth-management-unit-growth-push
Adidas headquarters raided in years-long tax investigation, company says
https://www.businesstimes.com.sg/companies-markets/adidas-headquarters-raided-years-long-tax-investigation-company-says
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties