懒胡涂
voted
Hi mooers! ![]()
$Occidental Petroleum (OXY.US)$ is releasing its Q3 earnings on November 13 after the bell. Unlock insights with OXY Earnings Hub>>
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$Occidental Petroleum (OXY.US)$ is releasing its Q3 earnings on November 13 after the bell. Unlock insights with OXY Earnings Hub>>
Over the last 2 years, OXY has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. Amid recent oil price fluctuations, how would $Occidental Petroleum (OXY.US)$ perform? What guidance will the management provide? Subscribe to @Moo Live and book the confe...
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Columns Operation plan after the general election and during the Chinese concept financial reporting season.
$NASDAQ 100 Index (.NDX.US)$Under the dual stimulus of the settled election and a 25 basis point rate cut, the market rose by 5% this week to reach 21117 points, which is currently a bit high. Last week's rise was mainly driven by bank stocks, small cap stocks, semiconductors, and technology stocks, reaching the upper band of the Bollinger Bands. An expected short-term pullback is anticipated. Next week, the USA's CPI and PPI data will be released, with a high probability of meeting expectations and a low possibility of a market crash. The current prediction is that the current upward trend should continue until the Christmas market, but with Donald Trump's return to the White House in January next year, there may be a significant pullback in January. Therefore, during this period of policy vacuum, the US stocks are likely to experience an oscillating upward trend. In the short term, due to the crazy rise of US stocks last week, a brief pullback is expected this week, presenting a buying opportunity during the dip.
Regarding Chinese concept stocks, due to the potential policy risks since Trump took office, as well as the lackluster effect of the debt-for-equity policy announced on Friday in stimulating the stock market, leading to a 6% decline, many stocks have directly shifted trends to a downward trajectory this week. $TENCENT (00700.HK)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $Bilibili (BILI.US)$ $Cisco (CSCO.US)$ $Occidental Petroleum (OXY.US)$ $Sea (SE.US)$As for Chinese concept stocks, due to the potential policy risks since Trump took office, and the issuance of debt conversion policy on Friday did not have the expected stimulating effect on the stock market, resulting in a sharp 6% drop on Friday, many stocks have directly changed trends to a downward trend next week
Regarding Chinese concept stocks, due to the potential policy risks since Trump took office, as well as the lackluster effect of the debt-for-equity policy announced on Friday in stimulating the stock market, leading to a 6% decline, many stocks have directly shifted trends to a downward trajectory this week. $TENCENT (00700.HK)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $Bilibili (BILI.US)$ $Cisco (CSCO.US)$ $Occidental Petroleum (OXY.US)$ $Sea (SE.US)$As for Chinese concept stocks, due to the potential policy risks since Trump took office, and the issuance of debt conversion policy on Friday did not have the expected stimulating effect on the stock market, resulting in a sharp 6% drop on Friday, many stocks have directly changed trends to a downward trend next week
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To keep the same name across all platforms, the username has been modified as follows:
Original name: Lazyslob
New name: 懒胡涂
Original name: Lazyslob
New name: 懒胡涂
Translated
懒胡涂
reacted to
The US election is about to be held, how will you plan it? At this critical juncture, A-shares have surged again. What kind of logic is this?
$SSE Composite Index (000001.SH)$
It doesn't matter. When the market logic confuses you, go back to the relationship between value and price, back to supply and demand, and market sentiment, and everything is clear.
The performance of A-shares in the past month is considered to have stole the limelight. At the end of September, the lowest level was 2,600 points, reaching 3,600 points in one fell swoop. Then start the oscillation adjustment. The cause of the violence was a series of government policies to stimulate the market, and the central government released water. However, the basis for the explosion is not as simple as pure policy; the underlying logic is that valuations below 3,000 points are cheap enough. On the basis of low valuations, the stimulus played a role. The investment targets introduced later can be seen at the current valuation level of A-shares.
However, be careful not to blindly chase when raping. Previously, Hu Tu repeatedly warned that they should plan ahead of time, and not grab it with others when everyone thought the market was good. When people are in high spirits, they may break in and take a higher position, and it is easy to step on in crowded places. Just like dancing, stepping on the right rhythm is important. In the same market, when everyone calms down and pulls back, it may instead be an opportunity. Everyone grasp the pace, pay attention to systemic risks, and diversify the allocation of assets.
As a local investor in Singapore, if you don't have an A-share account, you can only watch the excitement. Actually, not necessarily; I want to invest in A-shares...
$SSE Composite Index (000001.SH)$
It doesn't matter. When the market logic confuses you, go back to the relationship between value and price, back to supply and demand, and market sentiment, and everything is clear.
The performance of A-shares in the past month is considered to have stole the limelight. At the end of September, the lowest level was 2,600 points, reaching 3,600 points in one fell swoop. Then start the oscillation adjustment. The cause of the violence was a series of government policies to stimulate the market, and the central government released water. However, the basis for the explosion is not as simple as pure policy; the underlying logic is that valuations below 3,000 points are cheap enough. On the basis of low valuations, the stimulus played a role. The investment targets introduced later can be seen at the current valuation level of A-shares.
However, be careful not to blindly chase when raping. Previously, Hu Tu repeatedly warned that they should plan ahead of time, and not grab it with others when everyone thought the market was good. When people are in high spirits, they may break in and take a higher position, and it is easy to step on in crowded places. Just like dancing, stepping on the right rhythm is important. In the same market, when everyone calms down and pulls back, it may instead be an opportunity. Everyone grasp the pace, pay attention to systemic risks, and diversify the allocation of assets.
As a local investor in Singapore, if you don't have an A-share account, you can only watch the excitement. Actually, not necessarily; I want to invest in A-shares...
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$Sheng Siong (OV8.SG)$
Before, the author reminded everyone to buy at the bottom as Shengsong supermarket's value was mentioned. Today, looking back, it is another reminder to buy at the bottom.
It seems that the release of the third-quarter results has once again strengthened market confidence?! However, if retail investors wait for financial data to be released before understanding the value of a company, they will always be chasing the highs and lows following others. What we need is to dig into the company's value in advance, and then position ourselves early.
Previous article link:The opportunity right in front of us - Sheng Song.
Sheng Siong's just released third-quarter financial report shows that net profit in the third quarter rose 12.6% year-on-year to 39.1 million yuan, with revenue growth of 5% to 0.3 billion 63.2 million yuan. The group's third-quarter earnings per share increased by 12.6% year-on-year to 2.60 cents.
The group revealed that, supported by the rise in net profit, third-quarter operating cash flow increased by 7.6% year-on-year to 59.1 million yuan, and by the end of September, the group's cash and cash equivalents balance rebounded to 0.3 billion 50.1 million yuan, close to the level of 0.3 billion 52 million yuan at the end of March.
Sheng Siong Group stated that the revenue growth was mainly due to a net increase of five stores year-on-year, reaching a total of 79 stores. In addition, same-store sales increased by 1.5%. It is expected that a new store will open in Tampines within the group this year.
The operation is very stable, and the speed of opening stores meets expectations. The valuation of Sheng Siong previously given by Hu Tu was based on the speed of opening an average of 5 stores per year for the next 5 years.
After several times, some people started to think that the author is a short-term expert, this definitely needs to be clarified. The author does not guess the market top...
Before, the author reminded everyone to buy at the bottom as Shengsong supermarket's value was mentioned. Today, looking back, it is another reminder to buy at the bottom.
It seems that the release of the third-quarter results has once again strengthened market confidence?! However, if retail investors wait for financial data to be released before understanding the value of a company, they will always be chasing the highs and lows following others. What we need is to dig into the company's value in advance, and then position ourselves early.
Previous article link:The opportunity right in front of us - Sheng Song.
Sheng Siong's just released third-quarter financial report shows that net profit in the third quarter rose 12.6% year-on-year to 39.1 million yuan, with revenue growth of 5% to 0.3 billion 63.2 million yuan. The group's third-quarter earnings per share increased by 12.6% year-on-year to 2.60 cents.
The group revealed that, supported by the rise in net profit, third-quarter operating cash flow increased by 7.6% year-on-year to 59.1 million yuan, and by the end of September, the group's cash and cash equivalents balance rebounded to 0.3 billion 50.1 million yuan, close to the level of 0.3 billion 52 million yuan at the end of March.
Sheng Siong Group stated that the revenue growth was mainly due to a net increase of five stores year-on-year, reaching a total of 79 stores. In addition, same-store sales increased by 1.5%. It is expected that a new store will open in Tampines within the group this year.
The operation is very stable, and the speed of opening stores meets expectations. The valuation of Sheng Siong previously given by Hu Tu was based on the speed of opening an average of 5 stores per year for the next 5 years.
After several times, some people started to think that the author is a short-term expert, this definitely needs to be clarified. The author does not guess the market top...
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懒胡涂
liked and commented on
$Sheng Siong (OV8.SG)$
Confused myself, the head of the confused family fund. Good at layout of global high-quality assets, good at buying at low levels, holding high-quality assets for long-term gains.
Confused likes to blow the whistle at low levels, especially when high-quality targets are neglected. Earlier the opportunities of S-reits were introduced, and there has been a wave of market trends in August. What are the other good opportunities to come?
Yes! It's right next to you, the supermarket at your doorstep that you visit every week - Sheng Siong.
Let's quickly understand Sheng Siong from the aspects of quality and current valuation:
1. Sheng Siong itself has good quality:
The current P/E ratio of Shengsong is approximately 16, with a dividend yield of 4%.
2) Singapore's unique neighborhood center model and high service costs are the basis for the survival of the neighborhood supermarket model. It's difficult for other countries to replicate this model. Investors should not just copy blindly. The supermarket models that can survive in the USA and Singapore are completely different species.
3) Still maintaining steady growth. The pace of new stores is not fast, after all, land is scarce in Singapore. The undeveloped areas are becoming less and less, but there are still HDBs, commercial centers, and neighborhood centers being continuously developed. Although the increase in this part is not substantial each year, it is still a significant increment that cannot be overlooked.
4) A reliable and stable management team.
Is the company a good company, but is it cheap now?
2）新加坡特有的邻里中心的模式和高服务成本，是邻里中心超市模式生存的基础。其他国家难以复制这种模式。投资者也不要生搬硬套。在美国能生存的好的超市模式和新加坡的超市模式那完全是两个物种。
Confused myself, the head of the confused family fund. Good at layout of global high-quality assets, good at buying at low levels, holding high-quality assets for long-term gains.
Confused likes to blow the whistle at low levels, especially when high-quality targets are neglected. Earlier the opportunities of S-reits were introduced, and there has been a wave of market trends in August. What are the other good opportunities to come?
Yes! It's right next to you, the supermarket at your doorstep that you visit every week - Sheng Siong.
Let's quickly understand Sheng Siong from the aspects of quality and current valuation:
1. Sheng Siong itself has good quality:
The current P/E ratio of Shengsong is approximately 16, with a dividend yield of 4%.
2) Singapore's unique neighborhood center model and high service costs are the basis for the survival of the neighborhood supermarket model. It's difficult for other countries to replicate this model. Investors should not just copy blindly. The supermarket models that can survive in the USA and Singapore are completely different species.
3) Still maintaining steady growth. The pace of new stores is not fast, after all, land is scarce in Singapore. The undeveloped areas are becoming less and less, but there are still HDBs, commercial centers, and neighborhood centers being continuously developed. Although the increase in this part is not substantial each year, it is still a significant increment that cannot be overlooked.
4) A reliable and stable management team.
Is the company a good company, but is it cheap now?
2）新加坡特有的邻里中心的模式和高服务成本，是邻里中心超市模式生存的基础。其他国家难以复制这种模式。投资者也不要生搬硬套。在美国能生存的好的超市模式和新加坡的超市模式那完全是两个物种。
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懒胡涂
liked
Hi mooers! ![]()
$Tesla (TSLA.US)$ is releasing its Q3 earnings on October 23 after the bell. Unlock insights with TSLA Earnings Hub>>
Don't want to miss the first-hand information? Subscribe to @Moo Live and book the earnings conference live stream NOW!
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Tesla (TSLA.US)$ have seen a decrease of 10.34%.![]()
How will the ma...
$Tesla (TSLA.US)$ is releasing its Q3 earnings on October 23 after the bell. Unlock insights with TSLA Earnings Hub>>
Don't want to miss the first-hand information? Subscribe to @Moo Live and book the earnings conference live stream NOW!
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Tesla (TSLA.US)$ have seen a decrease of 10.34%.
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Global turbulence, investment opportunities under the backdrop of the Fed's interest rate cut - a detailed look at the Singapore Reits ETF large cap!
Before taking stock, let me tell you a story:
In the past week, Chinese A-shares/H-shares (Hong Kong stocks) have surged. The SSE Composite Index rose by 21.4% in just 5 trading days. The Hang Seng Index rose by 21.8% in the last 10 trading days. The ChiNext Price Index surged by 42% in 5 trading days. On September 30th, the SSE Composite Index rose by 8%, with trading volume reaching a staggering 2.37 trillion, setting a new historical record. $SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$
Some netizens joked that the annual increase in US stocks was achieved by A-shares in just one week. (This is like seeing the thief eat meat, but not seeing the thief get beaten!)
Now that the story is told, what does the frenzy in the Chinese stock market have to do with the Singapore Reits ETF we are discussing today?
Definitely! Many investors are now feeling lost at this time! Should they chase after it? Will there be a standstill? If you are asking this question, one could say the situation is very dangerous.
Because for any asset investment, what we need to do is plan ahead. This is the concept advocated by Hutu. You can only make money by being one step ahead of others. The Hutu Family Fund also holds Hong Kong stocks and A-shares. But after this wave of market boom, Hutu did not take any action. Now if you go chasing...
Before taking stock, let me tell you a story:
In the past week, Chinese A-shares/H-shares (Hong Kong stocks) have surged. The SSE Composite Index rose by 21.4% in just 5 trading days. The Hang Seng Index rose by 21.8% in the last 10 trading days. The ChiNext Price Index surged by 42% in 5 trading days. On September 30th, the SSE Composite Index rose by 8%, with trading volume reaching a staggering 2.37 trillion, setting a new historical record. $SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$
Some netizens joked that the annual increase in US stocks was achieved by A-shares in just one week. (This is like seeing the thief eat meat, but not seeing the thief get beaten!)
Now that the story is told, what does the frenzy in the Chinese stock market have to do with the Singapore Reits ETF we are discussing today?
Definitely! Many investors are now feeling lost at this time! Should they chase after it? Will there be a standstill? If you are asking this question, one could say the situation is very dangerous.
Because for any asset investment, what we need to do is plan ahead. This is the concept advocated by Hutu. You can only make money by being one step ahead of others. The Hutu Family Fund also holds Hong Kong stocks and A-shares. But after this wave of market boom, Hutu did not take any action. Now if you go chasing...
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commented on
The prerequisite for winning in the market is to analyze the market ourselves.
Look at the market less.
If you don't have your own ideas, it's easy to be led by the market and the candlestick chart without purpose.
$Sheng Siong (OV8.SG)$
Look at the market less.
If you don't have your own ideas, it's easy to be led by the market and the candlestick chart without purpose.
$Sheng Siong (OV8.SG)$
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, I know that its current price is reasonable. I also don't expect it to have drastic changes in the short term. This is my opportunity cost. The opportunity cost of my annualized return rate in the Singapore market is only 10%. That's why it becomes my choice.![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
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