10392
A place for the Singapore investment community to share information, research and updates.
What we learnt from our dialogue with European S-REITs
https://growbeansprout.com/european-singapore-reits-discovery-series
🇸🇬 [Webinar Playback] SGX Discovery Series: Unlocking Opportunities: Navigating the landscape of European S-REITs
Interested to find out more about Singapore-listed European Real Estate Investment Trusts (REITs)? This webinar aims to equip you with a comprehensive understanding of the European S-REITs, and the necessary insights to navigate the evolving landscape of the sector. Watch this playback to find out exciting prospects of investing in this dynamic sector, featuring senior executives of leading European REITs including Cromwell European REIT, Elite UK REIT and IREIT Global.
➡️ Access the full recording here: bit.ly/4g4SsH9
CNBC Television (Youtube)
Mad Money - 12/12/24 | Audio Only
Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money.
For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
CNBC Television (Youtube)
Jim Cramer breaks down President-Elect Trump's visit to the NYSE today
'Mad Money' host Jim Cramer talks President-Elect Trump's visit to the NYSE and his interview with CNBC.
2023 Portfolio & Dividend Update
https://stestocksinvestingjourney.blogspot.com/2024/02/2023-portfolio-dividend-update.html
(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era
https://mystocksinvesting.com/seminars/seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era/
Jun 2021 - Portfolio & Transaction Updates
http://www.3foreverfinancialfreedom.com/2021/06/jun-2021-portfolio-transaction-updates.html
Year-in-Review: 8 Companies That Raised Their Dividends in 2024
As we prepare to welcome 2025, eight companies managed to raise their dividends this year.
📌 https://thesmartinvestor.com.sg/year-in-review-8-companies-that-raised-their-dividends-in-2024/
🎥 Exclusive Videos on Market Outlook 1H2025 🎥
📊 Macroeconomics
In this video, our Chief Economist, Selena Ling, will explore the potential policy impact under U.S. President-elect Trump, who is set to take office on January 20, 2025. Financial markets have started to pre-empt Trump’s threats of significantly higher tariffs on China, Mexico, and Canada, on concerns about the potential impact on inflation and economic stability.
Click here to watch!
📊 Indonesia
Indonesia's 2024 political transition has been smooth, with a focus on maintaining economic stability and fostering growth. While the new government aims for ambitious growth targets, it's crucial to balance fiscal prudence with economic stimulus.
Click here to watch!
#OCBCResearchInsights #Videos
Trump trade adviser warns against currency manipulation as China mulls weaker yuan
https://www.straitstimes.com/business/economy/trump-trade-adviser-warns-against-currency-manipulation-as-china-mulls-weaker-yuan
How To Profit Against Huge Inflation Ahead
http://www.3foreverfinancialfreedom.com/2021/06/how-to-profit-against-huge-inflation.html
Maybank IBG Traders’ Almanac
(13 Dec 2024) - Market awaits details on China stimulus
Technical Trading Ideas💡for today:
1️⃣ EDARAN BHD – 5036 (S)
2️⃣ MASTER TREC GROUP BERHAD – 0295 (S)
3️⃣ V.S INDUSTRY BHD – 6963 (S)
4️⃣ CPO FUTURES (CP: MYR 5,003)
5️⃣ KLCI INDEX FUTURES (CP: 1,600.00)
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
Meta releases AI model to enhance Metaverse experience
https://www.channelnewsasia.com/business/meta-releases-ai-model-enhance-metaverse-experience-4804436
EcoWorld Reports Stellar Net Profit Growth
Eco World Development (ECOWLD) posted a 25-fold jump in 4Q24 (FYE Oct’24) net profit to MYR83.4 million, despite a 24.4% YoY drop in quarterly revenue to MYR638.5 million.
For the financial year, net profit surged 60.3% to MYR303.5 million, while revenue rose slightly to MYR2.3 billion.
The impressive profit growth was driven by robust earnings in Malaysia and reduced impairments on its investment in Eco World International. ECOWLD also declared a two-sen dividend for the quarter, bringing its total dividend to six sen per share.
ECOWLD shares edged up 1 sen to MYR2.00 yesterday, with close to 7 million shares traded. Bullish investors may consider ECOWLD-C35, which tracks ECOWLD closely with a sensitivity of 2.2 ticks!
#DailyHighlights
Intel says the idea of splitting up company is an open question
https://www.businesstimes.com.sg/companies-markets/intel-says-idea-splitting-company-open-question
Curated Headlines for 13 December 2024
South China Morning Post
Hong Kong stocks advance as investors await details from China economic meeting
China’s economic work conference is expected to conclude on Thursday
https://www.scmp.com/business/china-business/article/3290418/hong-kong-stocks-advance-investors-gear-details-china-economic-meeting?module=top_story&pgtype=section
Hong Kong IPO: Chinese soy sauce maker Foshan Haitian eyes dual listing
The Foshan-based condiment maker’s board has given the go-ahead for the fundraising plan
https://www.scmp.com/business/china-business/article/3290537/hong-kong-ipo-chinese-soy-sauce-maker-foshan-haitian-eyes-dual-listing?module=top_story&pgtype=section
Huawei’s new Mate 70 smartphone chip is ‘not a major redesign’, teardown report finds
The findings contradict enthusiasm on Chinese social media, where users claimed the new Kirin 9020 had a performance boost of 30 per cent
https://www.scmp.com/tech/tech-trends/article/3290532/huaweis-new-mate-70-smartphone-chip-not-major-redesign-teardown-report-finds?module=top_story&pgtype=section
The Business Times
Bitcoin lifted above US$100,000 on firming expectations of Fed cut
https://www.businesstimes.com.sg/companies-markets/banking-finance/bitcoin-lifted-above-us100000-firming-expectations-fed-cut
Gold rises for fifth day as US data lifts Fed rate-cut bets
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-rises-fifth-day-us-data-lifts-fed-rate-cut-bets
Microsoft expects US$800 million impairment charge in Q2 2025 over General Motors’ Cruise exit
https://www.businesstimes.com.sg/companies-markets/microsoft-expects-us800-million-impairment-charge-q2-2025-over-general-motors-cruise-exit
The Wall Street Journal
Activist Starboard Value Takes Stake in Bitcoin-Mining Company Riot
Starboard wants Riot to convert some of its bitcoin-mining facilities into space for big data-center users
https://www.wsj.com/finance/currencies/activist-starboard-value-takes-stake-in-bitcoin-mining-company-riot-82b3796f
Novo Nordisk’s Ozempic Gets EU Regulator Endorsement to Reduce Kidney Risks
Study showed the drug cuts the risk of kidney disease-related events in diabetic patients by 24%
https://www.wsj.com/health/pharma/novo-nordisks-ozempic-gets-eu-regulator-endorsement-to-reduce-kidney-risks-c89bc97e?mod=hp_listb_pos3
Barron’s
Costco’s Earnings Topped Expectations. Sales Were a Tad Soft.
https://www.barrons.com/articles/costco-earnings-stock-price-news-e37d18cf?mod=hp_minor_pos23&_gl=1*1qxl0tc*_gcl_au*MTAwNDk0NjUyNS4xNzMxOTczMzQy*_ga*ODQ0MDY0MDUxLjE3MTU4MTcyMTQ.*_ga_K2H7B9JRSS*MTczNDAzODg5NC4xNi4xLjE3MzQwMzk0NTEuMTEuMC4w
CNBC Television (Youtube)
Lightning Round: I don't think Star Bulk's yield can hold up, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stock including: Applied Materials, Star Bulk Carriers, Navitas, and Booz Allen Hamilton.
Five stories to start your day:
1. OCBC joins JS-SEZ excitement; SMEs say moving business to Johor is a 'must do before elimination'
2. ECB cuts for third straight time to prop up flagging economy
3. OPEC+ supply delay won’t prevent oil glut next year, IEA says
4. XMH Holdings reports 1HFY2025 earnings of $12.6 mil, up 94.5% y-o-y
5. Keppel DC REIT receives 79.4% excess applications for preferential offering
📰 Follow us on @theedgesg for market-moving news and the latest headlines.
Maybank IBG Kopi-O (13 Dec 2024)
The KLCI (-0.07%) extended its losing streak, with the healthcare sector (-1.15%) emerging as the weakest performer for the second session in a row. Glove stocks led declines, with HARTA (-3.32%), TOPGLOV (-2.22%), KOSSAN (-3.03%), and SUPERMX (- 2.83%) among the main laggards. In contrast, the construction sector (+0.35%) continued to impress, ranking as the second- strongest gainer this week. Stocks like BNASTRA (+0.56%) and MITRA (+2.99%) displayed strong chart setups.
For more stock ideas and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play now.
Trade Your Way Forward. Simple, Smart and Seamlessly.
#MaybankIBGRetailResearch
#MaybankIBGDailyKopi
Portfolio & Dividend Update : 4th Aug 2024
https://stestocksinvestingjourney.blogspot.com/2024/08/portfolio-dividend-update-4th-aug-2024.html
Can Gold Future-Proof Your Investment Portfolio?
http://www.3foreverfinancialfreedom.com/2021/06/can-gold-future-proof-your-investment.html
HUYA Inc. - Post-Merger + Transformation in Business Model + Undemanding Valuation
http://www.3foreverfinancialfreedom.com/2021/06/huya-inc-post-merger-entity.html
Stocks to watch: Keppel DC Reit, Singapore Institute of Advanced Medicine
https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-dc-reit-singapore-institute-advanced-medicine
Morning with UOB Kay Hian:
🏦 Oversea-Chinese Banking Corp
✔️ Buy Oversea-Chinese Banking Corp Recommendation
✔️ Buy OCBC at S$16.72-16.73. Stop at S$16.33 and profit target at S$18.50
✔️ Price broke out from a pennant continuation chart pattern, hinting at the increased upward momentum
✔️ Conversion and base lines are rising
✔️ MACD remains bullish
BOJ tankan: Japan firms expect CPI to rise 2.4% a year from now
https://www.channelnewsasia.com/business/japan-business-sentiment-improves-slightly-boj-tankan-shows-4804426
Australia's Hysata joins forces with POSCO to enhance green hydrogen technology
https://www.channelnewsasia.com/business/australias-hysata-joins-forces-posco-enhance-green-hydrogen-technology-4804466
Warren Pies of 3fourteen research puts out their 2024 call. Takes some guts and humility to say where they got right and wrong.
Читать полностью…
BOJ tankan: Japan firms expect CPI to rise 2.4% a year from now
https://www.channelnewsasia.com/business/boj-tankan-japan-firms-expect-cpi-rise-24-year-now-4804426
Educated young Chinese turn to tour guiding as job market wavers
https://www.straitstimes.com/business/economy/educated-young-chinese-turn-to-tour-guiding-as-job-market-wavers
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