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A place for the Singapore investment community to share information, research and updates.
Maybank IBG Traders’ Almanac
(11 Dec 2024) - KLCI declines, but sentiment improves
Technical Trading Ideas💡for today:
1️⃣ KAWAN RENERGY BERHAD – 0307 (S)
2️⃣ SKP RESOURCES BHD – 7155 (S)
3️⃣ OCEAN FRESH BERHAD – 0312 (S)
4️⃣ CPO FUTURES (CP: MYR 5,073)
5️⃣ KLCI INDEX FUTURES (CP: 1,609.00)
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
GameStop reports third-quarter profit on spending cuts
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/gamestop-reports-third-quarter-profit-spending-cuts
Japan's wholesale inflation rises in November
https://www.channelnewsasia.com/business/japans-wholesale-inflation-rises-november-4799596
Top bankers see US economy as bright spot under Trump despite tariffs threat
https://www.straitstimes.com/business/economy/top-bankers-see-us-economy-as-bright-spot-under-trump-despite-tariffs-threat
Hartalega Shares Reaches 2 Year High
Shares of Hartalega Holdings (HARTA) rose to a two-year high following the company's announcement of a special dividend of 10.85 sens per share yesterday.
According to its latest Bursa Filing, HARTA reported 1H25 net profit of MYR40.55 million as compared to a net loss of MYR24.77 million a year ago.
HARTA was up MYR0.15 or 4.00% yesterday, with a traded volume of 11.59 million.
Investors bullish on HARTA may consider HARTA-C2E, which provides investors leveraged exposure with an effective gearing of 4.8x! Do be aware that there will be an adjustment for HARTA-C2E on its special dividend ex-date, set for 20 Dec’24.
#DailyHighlights
CNBC Television (Youtube)
Final Trade: LMAT, GOOGL, IBM, GILD
The final trades of the day with CNBC’s Melissa Lee and the Fast Money traders.
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!
Читать полностью…
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
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
Stocks to watch: Aims Apac Reit, Keong Hong
https://www.businesstimes.com.sg/companies-markets/stocks-watch-aims-apac-reit-keong-hong
US Steel drops as Biden plans to block sale to Nippon Steel
https://www.businesstimes.com.sg/companies-markets/energy-commodities/us-steel-drops-biden-plans-block-sale-nippon-steel
CNBC Television (Youtube)
It's hard to bet against UnitedHealth, says top analyst in wake of insurance unti CEO killing
John Ransom, Raymond James, joins 'Fast Money' to talk negative sentiment around health care insurers right now and if policy change is on the horizon.
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