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Moderna Booster Protect from Omicron!
like the comment for the green day ahead✌🏻
https://www.cnbc.com/amp/2021/12/20/moderna-says-booster-of-its-covid-vaccine-appears-to-protect-against-omicron.html
$Portillo’s Inc. (PTLO.US)$ $Tesla (TSLA.US)$ $Lucid Group (LCID.US)$ $Gores Guggenheim (GGPI.US)$ $Grab Holdings (GRAB.US)$ $Apple (AAPL.US)$ $Meta Platforms (FB.US)$ $Microsoft (MSFT.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Advanced Micro Devices (AMD.US)$ $Moderna (MRNA.US)$
like the comment for the green day ahead✌🏻
https://www.cnbc.com/amp/2021/12/20/moderna-says-booster-of-its-covid-vaccine-appears-to-protect-against-omicron.html
$Portillo’s Inc. (PTLO.US)$ $Tesla (TSLA.US)$ $Lucid Group (LCID.US)$ $Gores Guggenheim (GGPI.US)$ $Grab Holdings (GRAB.US)$ $Apple (AAPL.US)$ $Meta Platforms (FB.US)$ $Microsoft (MSFT.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Advanced Micro Devices (AMD.US)$ $Moderna (MRNA.US)$
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Hello everyone, I'm Lao Li
There is no market that only rises and does not fall, and there is no market that only falls but does not rise. The higher you jump, the more pain you will fall, and the deeper you squat, the higher and farther you will jump in the future.
Although today the market has set new lows again, this new low can be used as a starting point for the mid-term market. Because the pessimism is released more thoroughly, from the perspective of transaction volume, the market looks like funds will enter the market after the index is at a new low. If the market goes out of a big positive tomorrow, this will further stimulate the accelerated entry of incremental funds. .
It has a mitigating effect on the short-term liquidity of the market.
$Hang Seng Index (800000.HK)$ The Hang Seng Index rebounded again after a new low, and the short-term market wind has not changed. However, after the continuous decline in the market and the recovery of the external market, there is not much room for the index to fall, but the probability of a substantial rebound in the short-term is also not large. Yes, wait for the low position to converge and choose the main direction. At the technical level, the Hang Seng Index continues to remain in the downward channel, supporting 23,000 within the day, and 24,300 above pressure waiting for the direction to be selected.
$BYD COMPANY (01211.HK)$ BYD has completely reproduced Tesla’s trend of low and high. It should be noted that the valuation is too high in the short term. Secondly, although the industry’s prosperity does not change, the growth rate of performance affects the adjustment of valuation, and with the upstream The rise in prices squeezes downstream profits, and near the end of the year, there is indeed the possibility of high-low switching. The current price is high, waiting for the adjustment to end. If the intraday support 240 breaks to open up the downward space, the upward rebound pressure 280 is an upward trend line pressure. , Wait for the adjustment to be over.
$SMIC (00981.HK)$ SMIC continues to fall today, and still maintains yesterday's view. This decline was not caused by bad news, and the sentiment fell. Kdj diverged directly upwards, which is expected to form a golden fork to drive the stock price to usher in an anti-truck. The more and more carefully this location becomes a golden pit.
$PING AN (02318.HK)$ China Ping An continues to consolidate. It can be seen that China Ping An has obvious signs of strengthening recently, and does not follow the index fluctuations. After the negatives are exhausted, it is expected to correct the decline during the year. The daily support is mainly 55 bargain hunting, and the top is stable and 63 opens. Rebound space.
$TENCENT (00700.HK)$ Tencent continued its downward trend and tested the previous lows again in the short term. The current stock price remains fluctuating at the bottom edge of the box. However, it can be seen that the volatility of Alibaba $BABA-W (09988.HK)$ , $MEITUAN-W (03690.HK)$ , and $XIAOMI-W (01810.HK)$ has declined recently, and the fundamentals have been exhausted.
China's concept stocks are now on the left, and the odds on the left are enough, but it takes time to stabilize and move up, and try to buy as low as possible.
There is no market that only rises and does not fall, and there is no market that only falls but does not rise. The higher you jump, the more pain you will fall, and the deeper you squat, the higher and farther you will jump in the future.
Although today the market has set new lows again, this new low can be used as a starting point for the mid-term market. Because the pessimism is released more thoroughly, from the perspective of transaction volume, the market looks like funds will enter the market after the index is at a new low. If the market goes out of a big positive tomorrow, this will further stimulate the accelerated entry of incremental funds. .
It has a mitigating effect on the short-term liquidity of the market.
$Hang Seng Index (800000.HK)$ The Hang Seng Index rebounded again after a new low, and the short-term market wind has not changed. However, after the continuous decline in the market and the recovery of the external market, there is not much room for the index to fall, but the probability of a substantial rebound in the short-term is also not large. Yes, wait for the low position to converge and choose the main direction. At the technical level, the Hang Seng Index continues to remain in the downward channel, supporting 23,000 within the day, and 24,300 above pressure waiting for the direction to be selected.
$BYD COMPANY (01211.HK)$ BYD has completely reproduced Tesla’s trend of low and high. It should be noted that the valuation is too high in the short term. Secondly, although the industry’s prosperity does not change, the growth rate of performance affects the adjustment of valuation, and with the upstream The rise in prices squeezes downstream profits, and near the end of the year, there is indeed the possibility of high-low switching. The current price is high, waiting for the adjustment to end. If the intraday support 240 breaks to open up the downward space, the upward rebound pressure 280 is an upward trend line pressure. , Wait for the adjustment to be over.
$SMIC (00981.HK)$ SMIC continues to fall today, and still maintains yesterday's view. This decline was not caused by bad news, and the sentiment fell. Kdj diverged directly upwards, which is expected to form a golden fork to drive the stock price to usher in an anti-truck. The more and more carefully this location becomes a golden pit.
$PING AN (02318.HK)$ China Ping An continues to consolidate. It can be seen that China Ping An has obvious signs of strengthening recently, and does not follow the index fluctuations. After the negatives are exhausted, it is expected to correct the decline during the year. The daily support is mainly 55 bargain hunting, and the top is stable and 63 opens. Rebound space.
$TENCENT (00700.HK)$ Tencent continued its downward trend and tested the previous lows again in the short term. The current stock price remains fluctuating at the bottom edge of the box. However, it can be seen that the volatility of Alibaba $BABA-W (09988.HK)$ , $MEITUAN-W (03690.HK)$ , and $XIAOMI-W (01810.HK)$ has declined recently, and the fundamentals have been exhausted.
China's concept stocks are now on the left, and the odds on the left are enough, but it takes time to stabilize and move up, and try to buy as low as possible.
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Semiconductors, automobiles and the potential for tie-ups between the two industries took the spotlight in the tech sector with seemingly everyone from $Apple (AAPL.US)$ to $Qualcomm (QCOM.US)$ getting behind the wheel this week.
Let's start with $Apple (AAPL.US)$ which said...Absolutely nothing. But, reports that the company has developed a semiconductor "breakthrough", and will produce a fully autonomous electric car within four year were enough to send just about everyone wondering what companies might benefit from Apple putting a so-called "iCar" on the road.
Other chip companies involved into automotive industry actually did have a lot to say during the week. One of those was $NVIDIA (NVDA.US)$, which got a big boost on Wall Street following its better-than-expected earnings report. Nvidia (NVDA) also said it was still pushing ahead with efforts to acquire British chip-technology company Arm Holdings despite more governmental inquiries into the proposed $40 billion acquisition.
$Qualcomm (QCOM.US)$ wouldn't be outdone, as it said it secured a deal to provide its chip technology to BMW for a new generation of the automakers self-driving cars. Qualcomm Chief Executive Cristiano Amon also touted the company's automotive plans as part of its efforts to diversity into new industries for its chip products.
If that wasn't enough, $General Motors (GM.US)$ also said it was working with Qualcomm and other chipmakers to supply semiconductors for its vehicles in an effort to get around chip industry supply shortages.
Back to Apple for a moment. Chief Executive Tim Cook said Apple employees should plan on returning to the office, at least part time, on February 1. Apple also started up a new service program that will let consumers perform their own repairs on some Apple products.
Streaming TV companies weren't being quiet this week, either. $Netflix (NFLX.US)$ unveiled a new website where it will show its top-rated TV shows and movies every week.
$Disney (DIS.US)$ said it is raising the price of its Hulu Live TV service by $5 to $69.99 a month, but will include ESPN+ and Disney+ as part of the streaming package.
$Roku Inc (ROKU.US)$ took a hit after analyst Michael Nathanson cut his rating on the company's stock to sell due to slower advertising growth on the Roku Channel. There were also reports that Roku is developing more than 50 original shows for the Roku Channel.
After a bidding war between some of the largest TV broadcasters and streamers, $Comcast (CMCSA.US)$managed to renew its deal to carry games of the English Premier League for another six years.
For people who use $Uber Technologies (UBER.US)$ a lot, the ride-sharing leader unveiled its new Uber One program where, for a monthly or annual fee, subscribers can get discounts on ride and free food and grocery delivery from Uber Eats.
Let's start with $Apple (AAPL.US)$ which said...Absolutely nothing. But, reports that the company has developed a semiconductor "breakthrough", and will produce a fully autonomous electric car within four year were enough to send just about everyone wondering what companies might benefit from Apple putting a so-called "iCar" on the road.
Other chip companies involved into automotive industry actually did have a lot to say during the week. One of those was $NVIDIA (NVDA.US)$, which got a big boost on Wall Street following its better-than-expected earnings report. Nvidia (NVDA) also said it was still pushing ahead with efforts to acquire British chip-technology company Arm Holdings despite more governmental inquiries into the proposed $40 billion acquisition.
$Qualcomm (QCOM.US)$ wouldn't be outdone, as it said it secured a deal to provide its chip technology to BMW for a new generation of the automakers self-driving cars. Qualcomm Chief Executive Cristiano Amon also touted the company's automotive plans as part of its efforts to diversity into new industries for its chip products.
If that wasn't enough, $General Motors (GM.US)$ also said it was working with Qualcomm and other chipmakers to supply semiconductors for its vehicles in an effort to get around chip industry supply shortages.
Back to Apple for a moment. Chief Executive Tim Cook said Apple employees should plan on returning to the office, at least part time, on February 1. Apple also started up a new service program that will let consumers perform their own repairs on some Apple products.
Streaming TV companies weren't being quiet this week, either. $Netflix (NFLX.US)$ unveiled a new website where it will show its top-rated TV shows and movies every week.
$Disney (DIS.US)$ said it is raising the price of its Hulu Live TV service by $5 to $69.99 a month, but will include ESPN+ and Disney+ as part of the streaming package.
$Roku Inc (ROKU.US)$ took a hit after analyst Michael Nathanson cut his rating on the company's stock to sell due to slower advertising growth on the Roku Channel. There were also reports that Roku is developing more than 50 original shows for the Roku Channel.
After a bidding war between some of the largest TV broadcasters and streamers, $Comcast (CMCSA.US)$managed to renew its deal to carry games of the English Premier League for another six years.
For people who use $Uber Technologies (UBER.US)$ a lot, the ride-sharing leader unveiled its new Uber One program where, for a monthly or annual fee, subscribers can get discounts on ride and free food and grocery delivery from Uber Eats.
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$Meta Platforms (FB.US)$ How do you say?
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$Boeing (BA.US)$ It doesn't wana fall. Swing it to 250 :)
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$Apple (AAPL.US)$ Oppenheimer: raises the target price of Apple (AAPL.O) from US$165 to US$170, maintains outperform rating
$Meta Platforms (FB.US)$ Independent research: Decrease the target price of Meta Platforms (FB.O) from US$300 to US$270, with a sell rating.
$Lyft Inc (LYFT.US)$ Credit Suisse: Lowered the target price of Lyft (LYFT.O) from US$84 to US$69.
$Tesla (TSLA.US)$ Global Equities Research: Raises Tesla's (TSLA.O) target price to US$1,200 and maintains overweight rating
$Meta Platforms (FB.US)$ Independent research: Decrease the target price of Meta Platforms (FB.O) from US$300 to US$270, with a sell rating.
$Lyft Inc (LYFT.US)$ Credit Suisse: Lowered the target price of Lyft (LYFT.O) from US$84 to US$69.
$Tesla (TSLA.US)$ Global Equities Research: Raises Tesla's (TSLA.O) target price to US$1,200 and maintains overweight rating
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When is the best time to press the trade button?
Every investor has their own process and here’s mine.
After I done my macro level research and zoomed into a list of selected companies, I put them through a framework and score them. Some of the factors include:
Mission statement: Simple, inspirational?
Moat: Does the company has moat?
Is there network effect?
What is the switching cost?
Is there low cost advantage?
Is there optionality?
Financial. How are the numbers. Look at the various financial ratio, PE, PEG, Cash, Debt, Free Cash flow.
Founder: Is the Founder still involved? What is the ownership of the company?
Rank the factors. Assigned a total score.
For me, the moat & the financials are equally important.
Next is the big question - When to press the TRADE button?
You can do all the research on companies such as $Apple (AAPL.US)$, $Snowflake (SNOW.US)$ etc, but if you do not press the trade button, it is only a paper exercise. So the best time to press the trade button is as soon as you can!
I do not try to time the market. Studies by $Bank of America (BAC.US)$ have shown that it is a futile execise to time the market.
Once I have done my research, I would use a Dollar Cost Averaging (DCA) method to buy the company. I would split the purchase into 3 parts. In that way, I would not be timing the
market.
Stay discplined in doing in the DCA. For eg. After the first purchase, if you see that the stocks have dropped 20%, do not panic. Stick to plan. Trust the reserach that you have done.
I also use a portfolio allocation to manage my risk.
Stay invested in the company as long as the thesis remain intact. In the long run, good companies will continue to grow and be reflected in the share price. Focus on the business. Short term volatility is part of the game.
This is my view as a fundamental investor and hope it helps you. Another real master here in the community is
@HopeAlways
$Apple (AAPL.US)$
$Amazon (AMZN.US)$
$Alphabet-A (GOOGL.US)$
Good luck!
Every investor has their own process and here’s mine.
After I done my macro level research and zoomed into a list of selected companies, I put them through a framework and score them. Some of the factors include:
Mission statement: Simple, inspirational?
Moat: Does the company has moat?
Is there network effect?
What is the switching cost?
Is there low cost advantage?
Is there optionality?
Financial. How are the numbers. Look at the various financial ratio, PE, PEG, Cash, Debt, Free Cash flow.
Founder: Is the Founder still involved? What is the ownership of the company?
Rank the factors. Assigned a total score.
For me, the moat & the financials are equally important.
Next is the big question - When to press the TRADE button?
You can do all the research on companies such as $Apple (AAPL.US)$, $Snowflake (SNOW.US)$ etc, but if you do not press the trade button, it is only a paper exercise. So the best time to press the trade button is as soon as you can!
I do not try to time the market. Studies by $Bank of America (BAC.US)$ have shown that it is a futile execise to time the market.
Once I have done my research, I would use a Dollar Cost Averaging (DCA) method to buy the company. I would split the purchase into 3 parts. In that way, I would not be timing the
market.
Stay discplined in doing in the DCA. For eg. After the first purchase, if you see that the stocks have dropped 20%, do not panic. Stick to plan. Trust the reserach that you have done.
I also use a portfolio allocation to manage my risk.
Stay invested in the company as long as the thesis remain intact. In the long run, good companies will continue to grow and be reflected in the share price. Focus on the business. Short term volatility is part of the game.
This is my view as a fundamental investor and hope it helps you. Another real master here in the community is
@HopeAlways
$Apple (AAPL.US)$
$Amazon (AMZN.US)$
$Alphabet-A (GOOGL.US)$
Good luck!
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$Boeing (BA.US)$ Everything is rising today, why is it still falling?
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