chaicka
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It is without doubt China's market has potential to rally in near future (Q1) given a series of both international movements and domestic economic stimulus released in recent weeks. Furthermore, there is room for more targeted economic moves if needed. Optimistic on China's Market and progressively increasing investments where good opportunities arise. š
Time to cash out some and prepare for the sudden appearance of Mr bearā¦ ššš
Yippee šš¼ Good move to improve quality of REITs, force out poor quality ones. š
SG Morning Call | MAS Proposes 1.5x ICR for All REITs; Frasers Centrepoint Trustās Retail Portfolio Q3 Occupancy Hits 99.7%
It should comes as no surprise given Apple underestimated the impact of 'moving manufacturing of Apple devices out of China', rendering their devices as 'foreign' products that no longer contributes to China's growth. š
Appleās China iPhone Sales Dive 19% in Worst Quarter Since 2020
Though not Gen Z, I have been pioneer in adoptions (eg BYO shopping bag in 2001/2, iPad Gen 1 in budget airline, ApplePay via Watch) & hence influential to pple around me. Cashless payments during EU & CN trips have reduced travel risks, improved instant awareness of spends (compared to CC only when monthly bill comes), no more round-up payments, various rewards for early adopters of e-wallets & digitisation. In summary, spending has become more efficient due to ease of price comparisons, subsidied spends for non-urgent procurements & household lifecycle replacements. Over the last decade if not longer, the above changes have enabled me to have more control over finances and in turn created more spare funds and time to invest. Hope Singapore can clean up and optimise the cu
Hmmmā¦š¤ Guess neither P nor J, or more towards flexing between both. P when market circumstances change & trigger criterias derived from J analysis based. š¤£
How I wish Tiger Broker can offer investment service for SRS. Currently those brokerages who do, are not having the same level of service as Tiger Broker, hence a tad hindering investment of SRS fund individuals have. Perhaps an opportunity for Tiger Broker to expand into, for Singapore market. š
Tiger Brokers 2023 Net Income Surged by 237%, Client Assets Hit Record High
'Significant Investments Review Bill' is a vital law to protect national security and sovereignty. šŖš¼
SG Morning Callļ½Record Numbers Attended Singapore Airshow; Frasers Centrepoint Trust Expected to Join STI
$SINGAPORE AIRLINES LTD(C6L.SI)$ The sudden share price surge in 2024 has been unsustainable when financial report is released hence sudden dip to return it to realistic price point. Despite volatility ahead, IMHO, SIA should have room to further improve on granular levels and compete with competitors and as such, $6.00 is likelihood too undervalued to bottom out at[Smile]
2023 has been a year of constant assessments, testing one's strategies and emotional controls. It has been a great journey where strategies and knowledge have been proven and new lessons learned on emotional controls such as having confidence to execute instead of letting fear or greed interfere on making strategic moves. I have been fortunate to experience a year-to-date rate of return at approximately 10% while annualised rate of return to be above 6%. 2024 will be an extension to assess some of the strategic moves which are expected for longer term to bear fruits.
Puzzling on SSB for March being mentioned now >6 months later.
SG Morning Callļ½Most of SG Investors Will Divest from Non-Sustainable Firms; Indonesia's Presidential Race Begins
3rd opportunity since 2020 coming šŖš¼
Economists Cut Singapore's 2023 Growth Forecast to 1% on Weaker Manufacturing: Survey
Nio & Rivian is no where near BYD sales and production output. How can these be 'set to dominate'? [Happy]
Electric Vehicle Revolution: 3 EV Companies Set to Dominate
Hot Money Inflow has been too hot over last 6-9 months. It isn't a bad thing some of these hot money are outflow in March. Everything has trade-offs. Inflow huge amount of hot money last 12 months certainly has its impact and consequences to SG. Now outflow may well be a good thing, given it is relatively small amount and not massive short timeframe outward. China market has been improving since ease off COVID-19 measures and some of these may well be flowing back to ride the progressive growth wave there, just as some of us also moving funds there for investment. Narrow horizon folks will always narrate negatively. Focus on factual data, sound analysis, and research outcomes. [Tongue]
Singapore Says Foreign Residentsā Deposits Fell by S$22 Billion
Be careful. Have a deep understanding of semiconductor industry and evaluate TSMC in its entirety (including US yet to be production plant). Warren Buffet really amazed me despite not giving away much of what he knows that drove his exit on TSMC. Typical of him to never say things that will get him into trouble, offending anyone. But he KNOWS. š The show shall begins as it gets closer to TSMC US plant going production, and any further expansion.
TSMC Shares Jump 4% As Its Q1 Profit Rises 2% Y/Y, Beats Market Expectations
Apple has alternative (though may prefer not to) for its chip manufacturing which negates direct risk with TSMC. Sounds as if analysts do not associate or at least take into consideration historical info/data. Like Buffet, I too have divested TSMC while still holding AAPL, way before news of Buffet making such a move too.
How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock
Consequences of Swiss decision to betray its long-standing'neutrality' stance. š
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Risk Off, Move Back to Pre-Pandemic PE Norm. Right now still high...room to drop further.
Apple: Don't Buy A Falling Knife
RIP. Mr Sim will always be in the mind of every Singaporean who is in IT or owns a PC in the 1990s to 2000s.
He Took on Apple, Samsung: 10 Things About Creative CEO Sim Wong Hoo, Singaporeās First Technopreneur
2023 presents a rare occurrence (2nd big bear within a 10-year time frame) hence an opportunity not to be missed. Having 'war chests' ready is essential. [Cool] šŖš¼
5 Ways to Position Your Portfolio for 2023
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