懒胡涂
voted
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 maintain the same name across all platforms, the username has been modified as follows.
Original name: Lazyslob
New name: Careless
Original name: Lazyslob
New name: Careless
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懒胡涂
reacted to
With the upcoming US presidential election, how will you strategize? At this critical moment, A-shares surge again. What kind of logic is this?
$SSE Composite Index (000001.SH)$
Don't worry, when market logic confuses you, go back to the relationship between value and price, supply and demand, and market sentiment, then everything becomes clear.
In the past month, A-shares have indeed been stealing the limelight. Starting from the low point of 2600 points at the end of September, it skyrocketed to 3600 points. Then it began to oscillate and adjust. The rapid rise was triggered by a series of government policies stimulating the market, coupled with central liquidity injection. However, the explosive rise is not solely due to policies; the underlying logic is that valuations below 3000 points were cheap enough. With a low valuation as the foundation, the stimulus took effect. The investment targets introduced later can show the current valuation level of A-shares.
However, it is important to note that during sudden spikes, do not blindly chase after them. Previously, Hutu repeatedly reminded to plan ahead, not to wait until everyone thinks the market is good before rushing in. When everyone's emotions are running high, rushing in may lead to high entry points, and crowded places are prone to stampedes. Just like dancing, it is crucial to step to the beat. In the same market, when everyone calms down and there is a pullback, it might actually present an opportunity. Control the rhythm well, while also paying attention to systemic risks and diversifying asset allocation.
For local investors in Singapore, without an A-share account, they can only watch from the sidelines. But in reality, it might not be necessary to have an A-share investment account...
$SSE Composite Index (000001.SH)$
Don't worry, when market logic confuses you, go back to the relationship between value and price, supply and demand, and market sentiment, then everything becomes clear.
In the past month, A-shares have indeed been stealing the limelight. Starting from the low point of 2600 points at the end of September, it skyrocketed to 3600 points. Then it began to oscillate and adjust. The rapid rise was triggered by a series of government policies stimulating the market, coupled with central liquidity injection. However, the explosive rise is not solely due to policies; the underlying logic is that valuations below 3000 points were cheap enough. With a low valuation as the foundation, the stimulus took effect. The investment targets introduced later can show the current valuation level of A-shares.
However, it is important to note that during sudden spikes, do not blindly chase after them. Previously, Hutu repeatedly reminded to plan ahead, not to wait until everyone thinks the market is good before rushing in. When everyone's emotions are running high, rushing in may lead to high entry points, and crowded places are prone to stampedes. Just like dancing, it is crucial to step to the beat. In the same market, when everyone calms down and there is a pullback, it might actually present an opportunity. Control the rhythm well, while also paying attention to systemic risks and diversifying asset allocation.
For local investors in Singapore, without an A-share account, they can only watch from the sidelines. But in reality, it might not be necessary to have an A-share investment account...
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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 has once again boosted the market's confidence?! However, if retail investors wait until the financial data is released to understand the value of a company, they will always be following others to chase highs and lows. What we need is to dig into the value of the company in advance, and then position ourselves ahead of time.
Previous article link:The opportunity right in front of us - Sheng Song.
The third quarter financial report just released by Sheng Siong shows: third quarter net profit increased by 12.6% year-on-year to 39.1 million yuan, revenue increased by 5% to 0.3632 billion 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 increase in net profit, the operating cash flow in the third quarter increased by 7.6% year-on-year to 59.1 million yuan, as of 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 attributed 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 Toa Payoh within the group this year.
The operation is very stable, and the pace of opening stores meets expectations. Previously, when assessing the valuation of Sheng Siong given by Hu Tu, it 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 has once again boosted the market's confidence?! However, if retail investors wait until the financial data is released to understand the value of a company, they will always be following others to chase highs and lows. What we need is to dig into the value of the company in advance, and then position ourselves ahead of time.
Previous article link:The opportunity right in front of us - Sheng Song.
The third quarter financial report just released by Sheng Siong shows: third quarter net profit increased by 12.6% year-on-year to 39.1 million yuan, revenue increased by 5% to 0.3632 billion 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 increase in net profit, the operating cash flow in the third quarter increased by 7.6% year-on-year to 59.1 million yuan, as of 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 attributed 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 Toa Payoh within the group this year.
The operation is very stable, and the pace of opening stores meets expectations. Previously, when assessing the valuation of Sheng Siong given by Hu Tu, it 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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$Sheng Siong (OV8.SG)$
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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$Tesla (TSLA.US)$ is releasing its Q3 earnings on October 23 after the bell. Unlock insights with TSLA Earnings Hub>>
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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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懒胡涂
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Global turmoil, the second investment opportunity under the backdrop of the Fed's interest rate cut - Singapore Reits ETF big picture!
Before taking stock, let's tell a story first:
In the past week, Chinese A-shares / H-shares (Hong Kong stocks) boomed. The SSE Composite Index rose by 21.4% in just 5 trading days. The Hang Seng Index rose by 21.8% in the past 10 trading days. The Chinext Price Index soared by 42% in just 5 trading days. On September 30, the SSE Composite Index rose by 8%, with a trading volume reaching an astonishing 2.37 trillion, breaking historical records. $SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$
Some netizens joked that the annual increase in the U.S. stock market was achieved by A-shares in a week. (This is like only seeing the thief eat meat, but not seeing the thief get beaten!)
The story is over, what does the frenzy in the Chinese stock market have to do with the Singapore Reits ETF we are going to talk about today?
Of course! At this time, many investors are lost! Should they chase? Will they be on the sidelines? If you are asking this prime minister, it can be said that 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's tell a story first:
In the past week, Chinese A-shares / H-shares (Hong Kong stocks) boomed. The SSE Composite Index rose by 21.4% in just 5 trading days. The Hang Seng Index rose by 21.8% in the past 10 trading days. The Chinext Price Index soared by 42% in just 5 trading days. On September 30, the SSE Composite Index rose by 8%, with a trading volume reaching an astonishing 2.37 trillion, breaking historical records. $SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$
Some netizens joked that the annual increase in the U.S. stock market was achieved by A-shares in a week. (This is like only seeing the thief eat meat, but not seeing the thief get beaten!)
The story is over, what does the frenzy in the Chinese stock market have to do with the Singapore Reits ETF we are going to talk about today?
Of course! At this time, many investors are lost! Should they chase? Will they be on the sidelines? If you are asking this prime minister, it can be said that 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.$CSOP S-REITs INDEX ETF (SRT.SG)$
Over a month has passed, and everyone has seen the performance of SRT. Don't panic during market crashes, but instead analyze rationally and look for investment opportunities.
When the US stock market crashed, the Singapore market followed suit, which was actually a result of market sentiment. Many stocks in Singapore that had investment value became even cheaper. At that time, you should have bought, bought, and bought instead of following the market panic.
Pay attention to Hu Tu and explore the next investment opportunity together.
$FTSE Singapore Straits Time Index (.STI.SG)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
Over a month has passed, and everyone has seen the performance of SRT. Don't panic during market crashes, but instead analyze rationally and look for investment opportunities.
When the US stock market crashed, the Singapore market followed suit, which was actually a result of market sentiment. Many stocks in Singapore that had investment value became even cheaper. At that time, you should have bought, bought, and bought instead of following the market panic.
Pay attention to Hu Tu and explore the next investment opportunity together.
$FTSE Singapore Straits Time Index (.STI.SG)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
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