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KJHu
KJHu
·
02-21
$Genting Sing(G13.SI)$
Buy!
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KJHu
KJHu
·
02-18
$Tiger Brokers(TIGR)$
rocking hard with DEEPSeek!
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KJHu
KJHu
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2024-09-06
Keppel DC... 🚀... been consistently bringing me profit
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KJHu
KJHu
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2021-06-09
Wish and BB to the moon!! ? ?
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KJHu
KJHu
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2021-03-19
Bonds set to collapse
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KJHu
KJHu
·
2021-03-19
?
Value stocks are so in favor they’ve become momentum stocks
As investors continue to rotate their exposure into value sectors, stocks in that corner of the mark
Value stocks are so in favor they’ve become momentum stocks
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KJHu
KJHu
·
2021-03-19
Buy!
@ylplim:
$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$hope tmr bounce back up
$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$hope tmr bounce back up
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KJHu
KJHu
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2021-03-19
$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$
Buy on dipa
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","listText":"Wish and BB to the moon!! ? ? ","text":"Wish and BB to the moon!! ? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/180560520","repostId":"1154263782","repostType":4,"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327783753,"gmtCreate":1616125863672,"gmtModify":1704791276085,"author":{"id":"3555835927068921","authorId":"3555835927068921","name":"KJHu","avatar":"https://static.tigerbbs.com/9cbdc96392568dcfb9689c6480fd6010","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555835927068921","idStr":"3555835927068921"},"themes":[],"htmlText":"Bonds set to collapse ","listText":"Bonds set to collapse ","text":"Bonds set to collapse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/327783753","repostId":"1128840427","repostType":4,"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327789297,"gmtCreate":1616125740619,"gmtModify":1704791274784,"author":{"id":"3555835927068921","authorId":"3555835927068921","name":"KJHu","avatar":"https://static.tigerbbs.com/9cbdc96392568dcfb9689c6480fd6010","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555835927068921","idStr":"3555835927068921"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/327789297","repostId":"1138262460","repostType":4,"repost":{"id":"1138262460","kind":"news","pubTimestamp":1616124732,"share":"https://ttm.financial/m/news/1138262460?lang=&edition=fundamental","pubTime":"2021-03-19 11:32","market":"us","language":"en","title":"Value stocks are so in favor they’ve become momentum stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1138262460","media":"MarketWatch","summary":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the mark","content":"<p>As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.</p><p>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.</p><p>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”</p><p>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.</p><p>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.</p><p>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.</p><p>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial and Ally Financial Inc.</p><p>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”</p><p>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value stocks are so in favor they’ve become momentum stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue stocks are so in favor they’ve become momentum stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 11:32 GMT+8 <a href=https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes ...</p>\n\n<a href=\"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138262460","content_text":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial and Ally Financial Inc.The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327780706,"gmtCreate":1616125645305,"gmtModify":1704791273812,"author":{"id":"3555835927068921","authorId":"3555835927068921","name":"KJHu","avatar":"https://static.tigerbbs.com/9cbdc96392568dcfb9689c6480fd6010","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555835927068921","idStr":"3555835927068921"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327780706","repostId":"324851369","repostType":1,"repost":{"id":324851369,"gmtCreate":1615985281651,"gmtModify":1704789313695,"author":{"id":"3563675736404555","authorId":"3563675736404555","name":"ylplim","avatar":"https://static.tigerbbs.com/4ef6ead2631f24786db50f3b63cf3109","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563675736404555","idStr":"3563675736404555"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>hope tmr bounce back up","listText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>hope tmr bounce back up","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$hope tmr bounce back up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324851369","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327780896,"gmtCreate":1616125587815,"gmtModify":1704791273003,"author":{"id":"3555835927068921","authorId":"3555835927068921","name":"KJHu","avatar":"https://static.tigerbbs.com/9cbdc96392568dcfb9689c6480fd6010","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555835927068921","idStr":"3555835927068921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Buy on dipa","listText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Buy on dipa","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Buy on dipa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327780896","isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}