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Enghup Male ID: 101807601
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    Enghup commented on
    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 ...
    SG Morning Highlights: Commodities face tough week as Fed angst builds
    SG Morning Highlights: Commodities face tough week as Fed angst builds
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    Enghup commented on
    Singapore real estate investment trusts can benefit from their safe-haven status during a time of market volatility as the U.S. Fed raises interest rates, analysts from DBS say in a research note.
    The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
    What are Real Estate Investment Trusts (REITs)?
    Real Estate Investment Trusts (REITs) are funds that invest in a port...
    Singapore REITs may benefit from haven status amid market volatility
    Singapore REITs may benefit from haven status amid market volatility
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    Enghup commented on
    Dear mooers,
    Tesla Q1 2022 earnings conference call is to be released on April 20 afterhours! Despite the ongoing chip constraints and headlines from its CEO’s other projects, Tesla’s core business continues to grow rapidly. The company has reported 310,048 new vehicle deliveries in Q1, whereas most of its rivals were facing factory shutdowns. Moreover, the production of Tesla in Germany has already started, and the new...
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    Enghup commented on
    $LGI-OSPL SLC ETF S$ (ESG.SG)$ 
    Regardingless of the concept of low carbon and index calculation, this ETF fundamentally focuses on Singapore market and some of the major constituents are as below.
    For those who are concerned, the dividents are distributed semi-annually start from Dec 22.
    Prospectus for your reference:
    https://www.lionglobalinvestors.com/en/resources/pdf/reports/prospectus.pdf
    Low carbon ETF
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    Enghup liked and commented on
    Stocks set for mixed open on virus risk; oil falls
    Stocks looked set for a mixed start Monday and oil slid amid concerns about more curbs to tackle the omicron virus variant, tightening monetary policy and a setback for President Joe Biden's economic agenda.
    Futures earlier slipped for Japan but rose for Hong Kong. Australian stocks edged down, while U.S. equity futures fluctuated. Global stocks retreated last week in part on an outlook of diminishing central bank stimulus as officials pivot toward fighting inflation.
    Risks pile up for millions of day traders buying India stocks
    Nithin Kamath, the chief executive officer of India's largest online brokerage, estimates that his platform handles 10 to 12 million orders on the average day. They're increasingly from first-time investors under the age of 30, executing dozens of trades at lightning speed off their mobile phones.
    Young investors like those on Kamath's Zerodha Broking -- which has come to be known as India's Robinhood -- helped drive its stock market to records this year, but many are now buying at a time when risks are building up.
    European power prices for Monday rise to record on cold snap
    A combination of colder weather, low wind and nuclear outages, combined with very expensive natural gas prices, saw daily power prices in Spain jump to a record while French equivalent rose to its highest level since a rare price peak in 2009.
    With benchmark natural gas prices seen seven times higher than at the start of the year due hampered supplies from Russia, traders are bracing for even higher prices in the coming coldest winter months.
    Crypto attracts more money in 2021 than all previous years combined
    Need more proof that this is the year digital assets went mainstream? How about the fact that venture capital funds have poured about $30 billion into crypto, or more than in all previous years combined for the little more than decade-old technology.
    As other established firms such as Coinbase Ventures, Digital Currency Group and Polychain Capital bet on the next big crypto thing, all manner of experimental projects — a social media app that turns celebrities into tokens, a play-to-earn NFT game inspired by Elon Musk or a collectible consisting of a list of words — secured funding.
    Cathie Wood says innovation stocks are in 'deep value' territory
    "After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory," she wrote in a blog post she said was intended to share ARK's thought process. "We take advantage of volatility during corrections and concentrate our portfolios toward our highest conviction stocks."
    Chinese electric car start-up Nio reveals a new sedan, augmented reality glasses
    Chinese electric car start-up $NIO Inc (NIO.US)$'s second electric sedan, the ET5, is set to begin deliveries in September 2022, CEO William Li said Saturday at the company's annual "Nio Day" event. Li also announced custom augmented reality glasses for the car that are made by Nreal, a Chinese start-up backed by Nio's investing arm.
    On the global front, Nio plans to enter Germany and three other countries in Europe next year, Li said.
    'Cash could be your friend': Wilmington Trust sees a deeper pullback providing better opportunities for investors
    Despite a bullish 2022 outlook, Wilmington Trust's Meghan Shue expects the wild swings to ramp up as investors digest a less accommodative Federal Reserve and assess new risks tied to the Covid omicron variant.
    "While we're overweight to equities, we're holding elevated cash because we think there are probably going to be more opportunities presenting themselves," the firm's head of investment strategy told CNBC on Friday. "Cash could be your friend over the coming months."
    Slim chance U.S. stocks will rack up another year of gains
    The $S&P 500 Index (.SPX.US)$ is poised to end higher for the third year in a row, having added more than 20% so far in 2021. Another rally in 2022 would make for a four-year winning streak, which has happened only five times in nearly a century.
    Analysis shows a three-year streak -- like the one now -- is uncommon, but not terribly out of the ordinary, occurring 11 times for data going back to 1927, and making another year of gains a toss-up. The longest-ever wining streak was the eight-year period from 1982 to 1989 (even with a dramatic crash in October 1987, the S&P 500 still eked out a gain).
    Source: Bloomberg, CNBC
    Wall Street Today | Wilmington Trust: Cash could be your friend
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    Enghup commented on
    What happened after FED's meeting?
    We are currently having a sector rotation from tech growth stocks into value stocks after Wednesday's Fed policy of 3 rate hikes in 2022 instead of 2 and also speed up tapering and ending it a few months earlier than expected.
    The initial taper plan was $10B for treasury securities and $5B for MBS (Mortgage Backed Securities) but now it has doubled the speed of tapering to $20B for treasury securities and $10B for MBS and tapering to end by March 2022. Which shortly after, rate hikes should come in progressively.
    The reason for the fed turning hawkish and a quick shift to taper at a quicker pace and more rate hikes was due to inflation at a 40 year high. They also did not expect inflation to rise above 2% in 2021 and kept mentioning about higher inflation rate being transitory. Current inflation is at 6.8% based on the YOY report.
    How did this affect the market on Thursday?
    When tapering is sped up, liquidity will be tightened in the market. There will not be as much free cash to be pumped into the market to let prices rally like we have seen the last 2 years.
    Interest rate hikes will also dampen valuation on growth stocks as growth stocks are priced in more to future earnings expectations. If rates rise, it will hurt those expectations. Investors will start to see bonds and value stocks that thrive in high-interest rate environments a better asset class thus making it more appealing against higher-risk growth stocks.
    Small-cap stocks usually also suffer because they tend to loan more money to fund the growth of the company thus making them more sensitive towards the rate hikes.
    Thus we saw the $NASDAQ 100 Index (.NDX.US)$ and $iShares Russell 2000 ETF (IWM.US)$ mostly small-cap and tech stocks falling much sharper than $Dow Jones Industrial Average (.DJI.US)$ yesterday which consist mainly of value stocks.
    What to do now? Should I exit my growth holdings?
    That being said, inflation and rate hikes over the long run still don't pose a huge threat to growth stocks. It is usually short-term when the rotation happens towards value stocks. So take this opportunity to find good entry points into the stocks which are undergoing the selloff.
    As always, trade safe & invest wise!
    $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Meta Platforms (FB.US)$ $Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$ $Adobe (ADBE.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$
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    $Palantir (PLTR.US)$ PLTR is still up 80% from IPO.
    It could be worse: it could be that other “AI” stock which is trading 60-70% lower than it’s opening price. Palantir is best of breed and will recover.
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