Lex0504
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More valuable stuff for everyone. Storage Bags and Masks are now available (12:00 Australia time)
1. Australia only.
2. There's only one redemption per month per user.
Once redeemed, fill in the logistics address right away.
We will send it out within 21 days.
![[AU] Storage Bags and Masks released on July 1](https://ussnsimg.moomoo.com/8846949456625699299.png/thumb)
![[AU] Storage Bags and Masks released on July 1](https://ussnsimg.moomoo.com/788933764417854172.png/thumb)
![[AU] Storage Bags and Masks released on July 1](https://ussnsimg.moomoo.com/6926221545365900992.png/thumb)
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Lex0504
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Good morning mooers! Here are things you need to know about today's Singapore:
●Singapore shares opened lower on Monday; STI down 1.01%
●Commodities face tough week as Fed angst builds
●Stocks and REITs to watch: Singtel, SPH Reit, Aspen
●Latest share buy back transactions
-moomoo News SG
Market Trend
Singapore shares opened lower on Monday. The $FTSE Singapore Straits Time Index (.STI.SG)$ decreased 1.01 per cent to 3,114.16 ...
●Singapore shares opened lower on Monday; STI down 1.01%
●Commodities face tough week as Fed angst builds
●Stocks and REITs to watch: Singtel, SPH Reit, Aspen
●Latest share buy back transactions
-moomoo News SG
Market Trend
Singapore shares opened lower on Monday. The $FTSE Singapore Straits Time Index (.STI.SG)$ decreased 1.01 per cent to 3,114.16 ...
![SG Morning Highlights: Commodities face tough week as Fed angst builds](https://ussnsimg.moomoo.com/feed_image/101000102/e8959a1693e632ec872c741d964f4fba.png/thumb)
![SG Morning Highlights: Commodities face tough week as Fed angst builds](https://ussnsimg.moomoo.com/feed_image/101000102/3d4200c4d6e9358886d4b0ea2a73a29b.png/thumb)
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Lex0504
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Investors go for long term investments as investments held for longer periods tend to be less volatile than those held for shorter term. So the longer you hold, the more likely you will be able to weather the swings in the market.
Historically, longer term investments (quality ones) almost always outperform the market. A good example is Warren Buffet who just invests in great companies trading at less than their intrinsic values and then hold on to these companies for as long as they remain great businesses. I would like to share his investment philosophy which has helped guide my investment journey :
a) looking for a margin of safety (pay less than the intrinsic value)
b) Focus on quality (it is far better to invest in a wonderful company at a fair price than a fair company at a wonderful price)
c) Don’t follow the crowd
d) Don’t fear market crashes and corrections
e) Approach your investment with a long term mindset
f) Don’t be afraid to sell if the scenario changes
g) Learn the basics of Value Investing
h) Research and reflect (knowledge is power)
Long term investment works better for me as I do not have time to monitor all the time 😊 I do watch his portfolio which has performed relatively well over the years eg $Apple (AAPL.US)$ $Bank of America (BAC.US)$ $Coca-Cola (KO.US)$ $American Express (AXP.US)$ $The Kraft Heinz (KHC.US)$ 😊
Historically, longer term investments (quality ones) almost always outperform the market. A good example is Warren Buffet who just invests in great companies trading at less than their intrinsic values and then hold on to these companies for as long as they remain great businesses. I would like to share his investment philosophy which has helped guide my investment journey :
a) looking for a margin of safety (pay less than the intrinsic value)
b) Focus on quality (it is far better to invest in a wonderful company at a fair price than a fair company at a wonderful price)
c) Don’t follow the crowd
d) Don’t fear market crashes and corrections
e) Approach your investment with a long term mindset
f) Don’t be afraid to sell if the scenario changes
g) Learn the basics of Value Investing
h) Research and reflect (knowledge is power)
Long term investment works better for me as I do not have time to monitor all the time 😊 I do watch his portfolio which has performed relatively well over the years eg $Apple (AAPL.US)$ $Bank of America (BAC.US)$ $Coca-Cola (KO.US)$ $American Express (AXP.US)$ $The Kraft Heinz (KHC.US)$ 😊
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Lex0504
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$Apple (AAPL.US)$ Why This Top Strategist Says Big Tech Still Has Room to Run -- Barrons.comMentioned:AAPL AMZN ASML MSFT SAPBy Reshma Kapadia
Nicholas Colas writes a widely-read morning note for money managers that draws on the New Yorker's 30-year career on Wall Street, filled with insights gleaned from economic data, market dynamics, investor psychology, and disruptive trends.
Colas, co-founder of DataTrek Research, got his first glimpse of Wall Street from the mailroom of what is now Alliance Bernstein as the mutual fund industry was taking off in the mid-1980s. Colas began his official Wall Street career in 1991 as an equities analyst covering autos for Credit Suisse. He went on to work at SAC Capital, where he learned from hedge fund manager Steve Cohen the importance of understanding emotions in investing, and later worked at other firms as a market strategist and head of research before launching DataTrek in 2017. Colas has been bullish on Big Tech and the power of disruption for years, and began writing about Bitcoin in 2013.
Barron's talked with Colas about why he still likes U.S. stocks despite inflation, high valuations, and the risks of Omicron. In this edited version of our conversation, we also find out why he says it's crucial for investors to learn financial modeling and monitor cryptocurrency developments.
Barron's: What's the biggest shift caused by the pandemic that is most relevant to investors?
Nicholas Colas: Inflation. That has been the biggest change in the economy. Stuff costs more -- and not a little, but a lot more, and over two years. Food is up 15%; wages are not. As an investor, we have to think about how inflation will ebb and flow and impact corporate profitability. For big companies, it's good for profits.
Are worries about inflation's impact on corporate earnings misplaced?
So few analysts know how to model a company anymore. I was trained by people who built their careers in the 1970s. It comes down to understanding how costs flow through an income statement. People think if PPI [the producer price index] is up 4% and inflation is up 4%, earnings don't grow. That is absolutely wrong. Every company has a fixed cost structure that doesn't move with inflation. We see this in the data: Corporate profits in the 1970s grew just as fast as inflation did -- and the stock market grew just as fast as earnings.
The linchpin of this market is -- and has been -- corporate earnings. It's totally reasonable to think about $240 for S&P 500 earnings next year; the Street is at $222. For perspective, we were at $162 to $163 in years prior to the pandemic. We have set a new step function in corporate earnings -- and it seems permanent.
How can margins stay high, even as companies deal with rising labor costs, supply-chain issues, and regulatory pressures?
Pricing power. The S&P 500 is very different from any other index on the planet. It has two things going for it: Primarily it works in the U.S. economy, and U.S. fiscal and monetary policy was orders of magnitude more aggressive than Europe and Asia. So that was a huge bump, and allowed margins not to go to zero during the recession.
And we are talking about large U.S. companies, which have huge advantages in economies of scale and scope over smaller companies, and, because of the cash flows they generate from their U.S. operations, have much stronger competitive positioning overseas. The most important thing we have is big technology. It's impossible to overstate how important it is to have 20% of the S&P 500 in [Alphabet's] Google [ticker: GOOGL], Apple [AAPL], and Microsoft [MSFT]. There's simply no way to line up those business models with anything else.
These companies have been winners for years. Can that really continue?
There's human bias to momentum but also investment validity to sticking with momentum. I'm not talking about momentum [as a factor], but rather fundamentally things that are holding and increasing their competitive position. I don't see a reversion to the mean for tech margins because these companies have competitive positions in ways we haven't seen before, maybe besides Rockefeller's oil company and Vanderbilt's rail. Oil was relevant for 60 years, so when they say data is the new oil, it suggests data has a competitive window longer than traditional business models.
Should investors be buying dips in these stocks?
That's a separate discussion about how much confidence investors have in the global economic recovery. Probably in the second quarter, you will have a burst of enthusiasm for a synchronized global recovery -- and you could see Big Tech underperform for a couple of quarters because people will be enthusiastic about fin
Nicholas Colas writes a widely-read morning note for money managers that draws on the New Yorker's 30-year career on Wall Street, filled with insights gleaned from economic data, market dynamics, investor psychology, and disruptive trends.
Colas, co-founder of DataTrek Research, got his first glimpse of Wall Street from the mailroom of what is now Alliance Bernstein as the mutual fund industry was taking off in the mid-1980s. Colas began his official Wall Street career in 1991 as an equities analyst covering autos for Credit Suisse. He went on to work at SAC Capital, where he learned from hedge fund manager Steve Cohen the importance of understanding emotions in investing, and later worked at other firms as a market strategist and head of research before launching DataTrek in 2017. Colas has been bullish on Big Tech and the power of disruption for years, and began writing about Bitcoin in 2013.
Barron's talked with Colas about why he still likes U.S. stocks despite inflation, high valuations, and the risks of Omicron. In this edited version of our conversation, we also find out why he says it's crucial for investors to learn financial modeling and monitor cryptocurrency developments.
Barron's: What's the biggest shift caused by the pandemic that is most relevant to investors?
Nicholas Colas: Inflation. That has been the biggest change in the economy. Stuff costs more -- and not a little, but a lot more, and over two years. Food is up 15%; wages are not. As an investor, we have to think about how inflation will ebb and flow and impact corporate profitability. For big companies, it's good for profits.
Are worries about inflation's impact on corporate earnings misplaced?
So few analysts know how to model a company anymore. I was trained by people who built their careers in the 1970s. It comes down to understanding how costs flow through an income statement. People think if PPI [the producer price index] is up 4% and inflation is up 4%, earnings don't grow. That is absolutely wrong. Every company has a fixed cost structure that doesn't move with inflation. We see this in the data: Corporate profits in the 1970s grew just as fast as inflation did -- and the stock market grew just as fast as earnings.
The linchpin of this market is -- and has been -- corporate earnings. It's totally reasonable to think about $240 for S&P 500 earnings next year; the Street is at $222. For perspective, we were at $162 to $163 in years prior to the pandemic. We have set a new step function in corporate earnings -- and it seems permanent.
How can margins stay high, even as companies deal with rising labor costs, supply-chain issues, and regulatory pressures?
Pricing power. The S&P 500 is very different from any other index on the planet. It has two things going for it: Primarily it works in the U.S. economy, and U.S. fiscal and monetary policy was orders of magnitude more aggressive than Europe and Asia. So that was a huge bump, and allowed margins not to go to zero during the recession.
And we are talking about large U.S. companies, which have huge advantages in economies of scale and scope over smaller companies, and, because of the cash flows they generate from their U.S. operations, have much stronger competitive positioning overseas. The most important thing we have is big technology. It's impossible to overstate how important it is to have 20% of the S&P 500 in [Alphabet's] Google [ticker: GOOGL], Apple [AAPL], and Microsoft [MSFT]. There's simply no way to line up those business models with anything else.
These companies have been winners for years. Can that really continue?
There's human bias to momentum but also investment validity to sticking with momentum. I'm not talking about momentum [as a factor], but rather fundamentally things that are holding and increasing their competitive position. I don't see a reversion to the mean for tech margins because these companies have competitive positions in ways we haven't seen before, maybe besides Rockefeller's oil company and Vanderbilt's rail. Oil was relevant for 60 years, so when they say data is the new oil, it suggests data has a competitive window longer than traditional business models.
Should investors be buying dips in these stocks?
That's a separate discussion about how much confidence investors have in the global economic recovery. Probably in the second quarter, you will have a burst of enthusiasm for a synchronized global recovery -- and you could see Big Tech underperform for a couple of quarters because people will be enthusiastic about fin
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Lex0504
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$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ It is a relief bounce. Still on a downtrend
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$Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ Apple is asking India's antitrust regulator (CCI) to dismiss a case alleging it abused its market power, saying its market share in the South Asian country is too small. Not as dominant as Google. The Competition Commission of India (CCI) is examining allegations that Apple harms competition by forcing App developers to use its proprietary systems, charging the App Store a commission of up to 30% on in-app purchases.
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Lex0504
liked
Top 5 tickers from different platforms is a collection of top trending tickers from major investment platforms and social media, giving investors a list of trending tickers across places.
Moomoo selected the hottest tickers from Robinhood and moomoo; the top trending tickers from Yahoo Finance and Investing.com; the most active tickers from Stocktwits.
$Tesla (TSLA.US)$ $AMC Entertainment (AMC.US)$ $Apple (AAPL.US)$ $Rivian Automotive (RIVN.US)$ $Adobe (ADBE.US)$
Moomoo selected the hottest tickers from Robinhood and moomoo; the top trending tickers from Yahoo Finance and Investing.com; the most active tickers from Stocktwits.
$Tesla (TSLA.US)$ $AMC Entertainment (AMC.US)$ $Apple (AAPL.US)$ $Rivian Automotive (RIVN.US)$ $Adobe (ADBE.US)$
![Top 5 tickers from different platforms (12/17)](https://ussnsimg.moomoo.com/8024933521153070752.png/thumb)
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Barclays had initiated an "OVERWEIGHT"
On 3rd November 2021, Barclays had initiated an "OVERWEIGHT" rating on Baidu to 243.
What is $Baidu (BIDU.US)$doing?
I guessed not everyone had heard of this counter called $Baidu (BIDU.US)$ / $BABA-W (09988.HK)$ , but in fact they are the $Alphabet-C (GOOG.US)$ of China. As Google is banned in China, the natives mostly used Baidu search. They are a chinese internet related and artifical intelligence company based in Beijing.
Robotaxi Launch
$Baidu (BIDU.US)$ aims to launch its driverless taxi service in 100 cities by 2030. Users can hail an autonomous car via an app. Currently, Baidu operates its Apollo Go robotaxi service in five Chinese cities. Baidu looks to expand Apollo Go to 65 cities by 2025 and then 100 cities by 2030. The cost of a human driver accounts for about 60% of the user payment in ride-sharing, according to a Credit Suisse report. Baidu's strategy for building a robotaxi business is to reduce the cost of self-driving technology and target specific user scenarios.
Baidu Enters Into License Agreement With Sanofi to Enable Next-Generation mRNA Therapeutics and Vaccines
Baidu a leading AI company with strong Internet foundation, and Sanofi, a leading biopharmaceutical company focused on human health, have entered into an agreement to integrate Baidu's messenger ribonucleic acid (mRNA) design optimization platform, LinearDesign, into Sanofi's product design pipeline. Under the agreement, Sanofi will leverage the LinearDesign platform to contribute to the optimization of mRNA sequences for human therapeutic and preventive uses. This agreement marks a milestone for Baidu to use its strengths in computational biology to optimize mRNA vaccine and therapy designs in real-world pharmaceutical practice beyond Covid-19.
Baidu will receive milestone payments when any mRNA-based therapy or vaccine candidate discovered by Sanofi using its algorithm enters clinical trials, said Huang Liang, a Baidu scientist leading the project. "The fact that this agreement includes milestone payments shows that [Sanofi] has great confidence in bringing candidates developed with Baidu algorithm into clinical trials and to the market," Huang told Reuters. He declined to disclose the size of the deal. Baidu's algorithm is designed to deliver a larger number of optimised mRNA sequences and there are early signs that it could be more suitable than standard algorithms in vaccine and therapeutic drug development, Huang said.
Baidu Continue To Gain Cloud Market Share At The Cost Of Huawei, Tencent
Chinese tech majors Huawei Technologies Co and Tencent holdings have lost cloud services market share in the third quarter amid formidable competition from market leader Alibaba and Baidu. The cloud units of Alibaba, Huawei, Tencent, and Baidu Inc (NASDAQ:BIDU) held a combined 80% of the China market in Q3. However, the second most significant player Huawei Cloud's market share, contracted 230 bps to 17% Q/Q. The third-largest player Tencent Cloud's market share declined to 220 bps to 16.6% Q/Q. Alibaba Cloud's market share expanded 450 bps to 38.3%. Baidu AI, Cloud's market share, expanded 40 bps to 8.2%. Baidu grew 64.7% in Q3, thanks to its more significant customer base across different sectors and industrial internet projects. Baidu grew 64.7% in Q3, thanks to its more significant customer base across different sectors and industrial internet projects.
Analysis of Baidu's financials
Price to Earning Ratios: BIDU is good value based on its PE Ratio (23.3x) compared to the US Interactive Media and Services industry average (27.1x).
Price to Book Ratio:BIDU is good value based on its PB Ratio (1.5x) compared to the US Interactive Media and Services industry average (3.2x).
Earnings as at 30 september = 11.2% profit margin
Debt is not a concern
Short Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its short term liabilities (CN¥73.9B).Long Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its long term liabilities (CN¥85.9B).
Debt Level: BIDU has more cash than its total debt.
Baidu's Top Shareholders
Disclaimer:
Hi Moomoo, i am a passionate long term investor, i currently do hold baidu (US listed) and i intends to buy more as it is currently undervalued. This is my research view and i would like to share with all my moomoo followers.
References:
https://www.cnbc.com/2021/11/25/baidu-kicks-off-robotaxi-business-after-beijing-citys-fare-approval.html
https://www.reuters.com/markets/europe/baidu-partnership-with-sanofi-use-its-algorithm-mrna-vaccine-therapy-development-2021-11-22/
https://finance.yahoo.com/news/alibaba-baidu-continue-gain-cloud-112725781.html
On 3rd November 2021, Barclays had initiated an "OVERWEIGHT" rating on Baidu to 243.
What is $Baidu (BIDU.US)$doing?
I guessed not everyone had heard of this counter called $Baidu (BIDU.US)$ / $BABA-W (09988.HK)$ , but in fact they are the $Alphabet-C (GOOG.US)$ of China. As Google is banned in China, the natives mostly used Baidu search. They are a chinese internet related and artifical intelligence company based in Beijing.
Robotaxi Launch
$Baidu (BIDU.US)$ aims to launch its driverless taxi service in 100 cities by 2030. Users can hail an autonomous car via an app. Currently, Baidu operates its Apollo Go robotaxi service in five Chinese cities. Baidu looks to expand Apollo Go to 65 cities by 2025 and then 100 cities by 2030. The cost of a human driver accounts for about 60% of the user payment in ride-sharing, according to a Credit Suisse report. Baidu's strategy for building a robotaxi business is to reduce the cost of self-driving technology and target specific user scenarios.
Baidu Enters Into License Agreement With Sanofi to Enable Next-Generation mRNA Therapeutics and Vaccines
Baidu a leading AI company with strong Internet foundation, and Sanofi, a leading biopharmaceutical company focused on human health, have entered into an agreement to integrate Baidu's messenger ribonucleic acid (mRNA) design optimization platform, LinearDesign, into Sanofi's product design pipeline. Under the agreement, Sanofi will leverage the LinearDesign platform to contribute to the optimization of mRNA sequences for human therapeutic and preventive uses. This agreement marks a milestone for Baidu to use its strengths in computational biology to optimize mRNA vaccine and therapy designs in real-world pharmaceutical practice beyond Covid-19.
Baidu will receive milestone payments when any mRNA-based therapy or vaccine candidate discovered by Sanofi using its algorithm enters clinical trials, said Huang Liang, a Baidu scientist leading the project. "The fact that this agreement includes milestone payments shows that [Sanofi] has great confidence in bringing candidates developed with Baidu algorithm into clinical trials and to the market," Huang told Reuters. He declined to disclose the size of the deal. Baidu's algorithm is designed to deliver a larger number of optimised mRNA sequences and there are early signs that it could be more suitable than standard algorithms in vaccine and therapeutic drug development, Huang said.
Baidu Continue To Gain Cloud Market Share At The Cost Of Huawei, Tencent
Chinese tech majors Huawei Technologies Co and Tencent holdings have lost cloud services market share in the third quarter amid formidable competition from market leader Alibaba and Baidu. The cloud units of Alibaba, Huawei, Tencent, and Baidu Inc (NASDAQ:BIDU) held a combined 80% of the China market in Q3. However, the second most significant player Huawei Cloud's market share, contracted 230 bps to 17% Q/Q. The third-largest player Tencent Cloud's market share declined to 220 bps to 16.6% Q/Q. Alibaba Cloud's market share expanded 450 bps to 38.3%. Baidu AI, Cloud's market share, expanded 40 bps to 8.2%. Baidu grew 64.7% in Q3, thanks to its more significant customer base across different sectors and industrial internet projects. Baidu grew 64.7% in Q3, thanks to its more significant customer base across different sectors and industrial internet projects.
Analysis of Baidu's financials
Price to Earning Ratios: BIDU is good value based on its PE Ratio (23.3x) compared to the US Interactive Media and Services industry average (27.1x).
Price to Book Ratio:BIDU is good value based on its PB Ratio (1.5x) compared to the US Interactive Media and Services industry average (3.2x).
Earnings as at 30 september = 11.2% profit margin
Debt is not a concern
Short Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its short term liabilities (CN¥73.9B).Long Term Liabilities: BIDU's short term assets (CN¥215.4B) exceed its long term liabilities (CN¥85.9B).
Debt Level: BIDU has more cash than its total debt.
Baidu's Top Shareholders
Disclaimer:
Hi Moomoo, i am a passionate long term investor, i currently do hold baidu (US listed) and i intends to buy more as it is currently undervalued. This is my research view and i would like to share with all my moomoo followers.
References:
https://www.cnbc.com/2021/11/25/baidu-kicks-off-robotaxi-business-after-beijing-citys-fare-approval.html
https://www.reuters.com/markets/europe/baidu-partnership-with-sanofi-use-its-algorithm-mrna-vaccine-therapy-development-2021-11-22/
https://finance.yahoo.com/news/alibaba-baidu-continue-gain-cloud-112725781.html
![Time to put Baidu on your watchlist](https://ussnsimg.moomoo.com/2111602362268252217.jpg/thumb)
![Time to put Baidu on your watchlist](https://ussnsimg.moomoo.com/2751858608857165706.jpg/thumb)
![Time to put Baidu on your watchlist](https://ussnsimg.moomoo.com/7996399520633633158.jpg/thumb)
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Lex0504 : When the storage bag will be available for redeem again?