TravisLeong
commented on and voted
In the last episode, we introduced of the top 10 companies in Singapore: Jardines, IHH, ThaiBev, Singapore Airlines, and Hongkong Land. Are you ready for the rest? Let's get started!
No.5 Wilmar
Market cap: SGD$26.26 billion
Wilmar International Ltd is a palm and lauric oil processor and a producer of consumer pack edible oils. It operates across food products, feed and industrial products, and shipping.
Figure 1 shows that the total revenue of Wilmar...
No.5 Wilmar
Market cap: SGD$26.26 billion
Wilmar International Ltd is a palm and lauric oil processor and a producer of consumer pack edible oils. It operates across food products, feed and industrial products, and shipping.
Figure 1 shows that the total revenue of Wilmar...
+8
56
14
33
TravisLeong
liked
$Alibaba (BABA.US)$
$American Airlines (AAL.US)$
$Royal Caribbean (RCL.US)$
$JD.com (JD.US)$
$Baidu (BIDU.US)$
Bullish Thursday- next Monday
positive travel news release
$American Airlines (AAL.US)$
$Royal Caribbean (RCL.US)$
$JD.com (JD.US)$
$Baidu (BIDU.US)$
Bullish Thursday- next Monday
positive travel news release
24
TravisLeong
liked
$Alibaba (BABA.US)$ $Baidu (BIDU.US)$ $Tencent (TCEHY.US)$ After a bumper year of stock listings, Asian companies may find it hard to repeat the success in 2022 given the prospect of rising interest rates and China’s tightening grip on Big Tech.
Thanks to a blistering first half amid a global boom, initial public offerings in the region have reached $190 billion so far this year, already a record and up 31% from the whole of 2020. But the momentum has weakened notably in recent months as Beijing escalated a regulatory assault on private enterprise, putting major deals on hold and injecting uncertainties into next year.
Bankers say they expect Asia’s IPO market to be less frenzied and more balanced in 2022, as higher inflation erodes valuations of tech firms and tighter U.S. monetary policy reduces the supply of idle cash. The listings landscape may also look more diverse, with South Korea and India charging ahead and industries from clean energy to financial services filling the void left by once-dominant Chinese tech.
“Markets in 2022 are going to face a more normalized environment,” said William Smiley, co-head of equity capital markets at $Goldman Sachs (GS.US)$ in Asia ex-Japan. “Withdrawal of fiscal and monetary stimulus, coupled with expectations for higher inflation may challenge risk assets, including equity markets.”
Beijing’s tight scrutiny of its tech firms, on issues ranging from data security to a loophole long used by companies to list overseas, also is expected to continue to slow the pace of fundraising from the sector.
Thanks to a blistering first half amid a global boom, initial public offerings in the region have reached $190 billion so far this year, already a record and up 31% from the whole of 2020. But the momentum has weakened notably in recent months as Beijing escalated a regulatory assault on private enterprise, putting major deals on hold and injecting uncertainties into next year.
Bankers say they expect Asia’s IPO market to be less frenzied and more balanced in 2022, as higher inflation erodes valuations of tech firms and tighter U.S. monetary policy reduces the supply of idle cash. The listings landscape may also look more diverse, with South Korea and India charging ahead and industries from clean energy to financial services filling the void left by once-dominant Chinese tech.
“Markets in 2022 are going to face a more normalized environment,” said William Smiley, co-head of equity capital markets at $Goldman Sachs (GS.US)$ in Asia ex-Japan. “Withdrawal of fiscal and monetary stimulus, coupled with expectations for higher inflation may challenge risk assets, including equity markets.”
Beijing’s tight scrutiny of its tech firms, on issues ranging from data security to a loophole long used by companies to list overseas, also is expected to continue to slow the pace of fundraising from the sector.
17
1
TravisLeong
liked
Chinese search engine $Baidu (BIDU.US)$ reportedly said in a statement it plans to host its annual AI developer conference "Create 2021" on the Xirang app this year. The company said the app will allow up to 100,000 attendees to experience immersive and interactive sound and visual effects simultaneously.
$Alibaba (BABA.US)$ 's initiatives come at a time Chinese regulators are wielding their whip on online gaming companies. Alibaba itself has been at the receiving end of regulatory crackdowns that have intensified since late last year and left the company battered.
$Alibaba (BABA.US)$ 's initiatives come at a time Chinese regulators are wielding their whip on online gaming companies. Alibaba itself has been at the receiving end of regulatory crackdowns that have intensified since late last year and left the company battered.
13
2
TravisLeong
liked
There is a good chance by the balance of trade that we will have an up open market tomorrow and depending on economical reports and news, after todays pull backs the major indices are again at the prior support , if nothing debunks an open up trend it could be sustainable for a good part of the day presenting some good trade opportunities long in the tanked out stocks of today bouncing back. I would think many of those who got stopped out, maybe looking to retake position, which if they do this will lift volume in buying as well and add any up trend if there is one, being sustainable. We will see what tomorrow brings. Should markets come around strong down trend and red, well we could be in for a blood bath. Sketchy time of the year in this month for the markets so close to the limp week of Christmas out to the New year. In truth IMO, Unpredictable. My comments today are not based on anything sound but assumptions, IMO. It is what it is.
$Tesla (TSLA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$ $Alibaba (BABA.US)$
$Tesla (TSLA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$ $Alibaba (BABA.US)$
2
1
TravisLeong
liked
Don't think the omicron variant will affect the prices of $Alibaba (BABA.US)$ & $JD.com (JD.US)$ further. Looking at past data, even if in the worst case scenario of a lock down, theoretically they should do better. Therefore personally, I think omicron variant should not be an area of concern for investors of JD & BABA.
4
TravisLeong
liked
$Alibaba (BABA.US)$ 消息称阿里CEO张勇要放权,部门总裁或成“迷你CEO”知情人士称,阿里巴巴集团CEO张勇正在把权力下放给公司各业务部门的负责人,以便更为灵活地应对日益增多的挑战。张勇正在把更多责任移交给各个业务部门的总裁,从基于位置的服务到云计算,这些总裁现在扮演“迷你CEO”的角色。此举旨在加快决策,以便每个部门能够更好地抵御竞争,重振低迷的销售,重塑公司整体形象。(凤凰网科技)
Translated
23
TravisLeong
liked
$BIDU-SW (09888.HK)$
(1) The safety officer can not be removed for a long time, and the cost is the same as someone's car.
(2) The vehicle cost is very high, close to 500,000 yuan, with large investment, small scale and extremely limited coverage. Depreciation remains the same.
(3) It can only operate in extremely limited limited areas, and it is difficult to achieve large-scale coverage due to designated loading and unloading.
(1) The safety officer can not be removed for a long time, and the cost is the same as someone's car.
(2) The vehicle cost is very high, close to 500,000 yuan, with large investment, small scale and extremely limited coverage. Depreciation remains the same.
(3) It can only operate in extremely limited limited areas, and it is difficult to achieve large-scale coverage due to designated loading and unloading.
3
2
TravisLeong : Why is SEA Ltd not in the list? It has a market cap bigger than DBS.
TravisLeong UNeverSleppWell : The article didn’t say if it is traded in US or SG. It just says biggest SG companies. Besides, the article listed the share prices in USD.