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股海无涯_回头是岸 Male ID: 102720845
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    股海无涯_回头是岸 Set a live reminder
    [Synopsis]
    With the global market transitions since the start of 2024, how can an active investor possibly capture these pivotal turns and evolutions for their investment strategy? With the final live webinar for our mid-year funds series, learn how investors like yourselves can potentially leverage on Income strategies to navigate the changes on a global scale with our experts from PIMCO and Moomoo Singapore. Join us and you may be rewarded with qu...
    Jun 28 04:00
    Replay
    On March, Buffett spent US$470 million to buy 7.9 million shares of $Occidental Petroleum(OXY.US)$, and then it rose by more than 2%, which attracted the attention of many investors.
    If you want to make reference but worry about the risks, or stay on the sidelines but are afraid of missing the opportunity to potentially make money, come and test what kind of investor persona you are!
    There are also surprise rewards w...
    Fun test to reveal your hidden Investor Persona! Get up to S$32* cash coupon rewards!
    Fun test to reveal your hidden Investor Persona! Get up to S$32* cash coupon rewards!
    Fun test to reveal your hidden Investor Persona! Get up to S$32* cash coupon rewards!
    617
    New energy & New trend
    Countries have advocated low-carbon plans to avoid damaging the environment in recent years.
    Do you support low-carbon living?
    As investors become more environmentally conscious, there is a growing trend in green investing.
    Have you ever considered buying a low-carbon ETF to do good for the planet?
    Take the trading quiz & get prize!
    Start by learning "What is an ETF?" and then judge if it really does good to your portf...
    Take the ETF quiz & win 1888 points and moomoo Lion!
    Take the ETF quiz & win 1888 points and moomoo Lion!
    988
    CEO Ma Huateng said, “2021 was a challenging year. We actively embraced change and implemented measures to strengthen the company's long-term sustainable development, but this affected the slowdown in revenue growth. Despite the financial impact, we continue to make strategic progress in our business, including popularizing the use of our enterprise software and efficient office tools, increasing the content creation and viewing volume of video accounts, and expanding the game business in the international market. We believe that China's Internet industry is structurally moving towards a healthier model, returning to its roots centered on user value, scientific and technological innovation, and social responsibility. We are actively adapting to the new environment, reducing costs and increasing efficiency, focusing on key strategic areas, and striving for long-term sustainable growth.”
    ✍️ Online advertising business drags down performance growth
    The revenue of the online advertising business fell 13% year over year to RMB 21.5 billion in Q4. The year-on-year decline in online advertising revenue reflects weak advertising demand in industries such as education, gaming, and internet services, which was partially offset by advertising revenue brought about by the merger of Sogou. Social and other advertising revenue fell 10% to RMB 18.3 billion, mainly due to a decrease in advertising revenue from mobile ad networks and WeChat friend circles. Media ad revenue fell 25% to RMB 3.2 billion, reflecting a decrease in ad revenue for Tencent Video and Tencent News Service.
    ✍️ Cost growth is faster than revenue growth, dragging down net profit performance
    YoY's revenue costs for 2021Q4 increased 15% to RMB 86.4 billion, mainly due to an increase in payment-related transaction amounts...
    Translated
    Tencent 21Q4 Performance Briefing
    Mon 3/1/2022 4:25 PM ET
    ✅ Dow Jones 📈 +0.68%
    ✅ S&P500 📈 +0.64%
    ✅ Nasdaq 📈 +1.20%
    ✅ Hang Seng Index 📉 -0.53%
    ✅ Brent Oil 📈 +1.53%
    ✅ Bitcoin 📉 -2.17%
    Coming into the first day of 2022, US stocks are off to a good start, especially $Tesla(TSLA.US)$ The results of the fourth quarter sales data were delivered before the opening, giving investors a New Year's Eve. The stock price jumped to USD1200, indicating that the big fool would dance too.
    The other good news is $Apple(AAPL.US)$ Building a company with a history of becoming the first US$3 million in market capitalization, especially in the past few months, the capital has swung to major stocks.
    Semiconductors, finance, tourism, and energy boards all performed well on the first day of the 2022 market, but anti-epidemic concept stocks and technology software, especially from companies related to cybersecurity, have had a remarkable response. As I mentioned earlier, although the global number of diagnoses has reached a new high, data from several countries show that the new mutagenic virus is not as deadly as it was in the past outbreak, and the death rate and hospitalization rates are lower than at the outbreak last year. The Bard Institute estimates that the severity caused by Omicjon can be reduced by 50 compared to Delta...
    Translated
    Today the hang Seng index once again fell out of the momentum of the stock market disaster, the face is a bowl after a bowl, this market is more and more difficult to play!
     
     
    Overnesting under the eggs, no matter what to buy today is a bowl of noodles, today is an emotional freezing point, often there will be a repair market after the emotional freezing point, but just repair, do not have too much hope, the quantity can not go up, but also repeated concussion.
     
    The secondary market is the place of trading, where there are people, there must be different emotions, today in the mood freezing point + forced out of the panic plate, tomorrow the inertia of the fall, will be a very good bottom-fishing opportunity.
    Short-term operation needs a strong psychological quality, the big picture, trading system, technical graphics is secondary, the control of market sentiment is the key, the "emotion" is difficult to quantify, but can be figured out.
    To officially begin today's final session:
    $Hang Seng Index(800000.HK)$ The hang seng index date line break to new lows, has accelerated down signs of bottoming out in the short term, so the location there is no need to panic, cheaper chips also don't be lost, in the hands of a superposition of the peripheral market is not good, short-term index against a stronger, more so now is given priority to with watching, date line pressure near 23500 level if stand again, there is a possibility of a rebound.
    stock
    $TENCENT(00700.HK)$ Tencent continues to fall with the index resonance, many people worry that Tencent will fall below the new low. I can only say that the probability is not big, because the fall here has nothing to do with the fundamentals, but the mood of the fall, so the space below is not big, do not blindly kill cheap chips to hand over.
     
    $BYD COMPANY(01211.HK)$ BYD fell again, now is the valuation and performance matching degree is not enough, the market is expected to repair the valuation, in the superposition of the periphery of the new energy plate weakened, short-term signs of breaking. The current trend belongs to the downtrend structure, not suitable to participate in the mid-rally, below support to see around 240.
     See in the collapse of the concept of stocks, we must want to know when is suitable for bottom fishing, the core of the fall is Ali, if   $BABA-SW(09988.HK)$ stop falling, it can be bold bottom fishing.
    $JD-SW(09618.HK)$  $MEITUAN-W(03690.HK)$
    12.20 Comments: Hong Kong market at a new low, what to do next?
    12.20 Comments: Hong Kong market at a new low, what to do next?
    12.20 Comments: Hong Kong market at a new low, what to do next?
    Full video link: https://youtu.be/1rQC8NNECgc
    full video
    Many investors may say that these themed ETFs are definitely in the high positions, but have you ever thought that today's high might be the low level several years from now! You may experience a pullback in the short term, but I believe it will still bring you good returns in the long run, so splitting the investment into several times would be the best choice.
    It is likely that if you think about the metaverse and green energy themes, you will think that most of the individual stocks are hyped up, but the individual stocks mainly covered by these two ETFs are not stock trading as you might imagine; on the contrary, they are leaders and major potential participants in various fields.
    The first one was: $ROUNDHILL BALL METAVERSE ETF(META.US)$ The Roundhill Ball Metaverse ETF (META), Annual Expense Ratio: 0.75%
    The second house is: $First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN.US)$ First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN), Annual Expense Ratio: 0.60%
    ETFs are also exchange-tradable funds. Among them, index funds are the most famous. And the benefit of owning an ETF is that you own a basket of companies in this field. When the entire field is booming, you can also benefit from it, and you won't be at risk of individual stocks being eliminated in the face of competition. Although the return on ETFs is relatively low compared to individual stocks, the risks you have to bear are also relatively reduced. In the rapidly changing future, we don't know which groups will be eliminated and which will break through successfully, so investing in the whole field is a better approach. Investing in ETFs, on the other hand, is the same as investing in individual fields or markets!
    Translated
    Two US stock ETFs worth holding for the next 5 years!
    Readers who want to watch the graphic video can follow the link below:
    https://youtu.be/3UctiarbAn4
    $Airbnb(ABNB.US)$ Airbnb was founded in 2008, and the darling of the sharing economy has successfully created a platform that connects travelers with landlords around the world. The company went public in December 2020 and opened at $146.
    Airbnb recently achieved a record high revenue for the third quarter of 2021, up nearly 67% year over year, and performance even surpassed the pandemic level, up 36% from the same period in 2019. Continued revenue growth was mainly due to continued strong business performance in North America, Europe, and Latin America, as well as an increase in average nightly room prices.
    On the other hand, net profit increased significantly compared to the same period in 2020 and 2019. Net profit increased by 280% compared to the same period last year, while compared to the same period in 2019, it increased by 213%, and net interest rate reached 37%. The record net profit performance was mainly due to effective cost control and significant revenue growth. It is worth mentioning that this is also the first time that the Group has achieved a profit of 1 billion dollars in adjusted profit before tax, interest, depreciation and amortization, an increase of 2.5 times over the same period in 2019. This shows the strong recovery in Airbnb's revenue and significant improvements in the cost structure.
    There are several important pieces of information in this financial report. First, people's travel and lifestyle continued to change after the pandemic. Even if some pre-pandemic travel methods resume, many emerging booking trends will continue, including lodging in non-popular travel destinations and long-term stays, and people now enjoy more freedom when it comes to travel.
    Second, as vaccination efforts advance and travel bans are relaxed, more travelers are starting their journey again. Countries with high vaccination rates, such as the US and some European countries, are at the forefront of tourism recovery. Travellers have begun to restart cross-border travel and urban travel. In particular, cross-border travel in October this year has recovered to 80% of the same period in 2019.
    Third, the average nightly room rate continued to rise. In the third quarter of this year, the average nightly room rate reached 149 US dollars per day, an increase of 15% over the same period last year, mainly because consumers prefer long-term stays and reservations for entire buildings. In particular, bookings in non-urban areas can see significant changes. In addition, more tenants in non-urban areas have also begun to join the platform, and both supply and demand for housing types continue to grow.
    Looking ahead, management mentioned that travel activity is continuing to recover, but there have been significant changes in the way people travel, and Airbnb's unique position will lead to a return to travel. Management expects the number of night rooms and experiences in the fourth quarter of 2021 to remain at the same level as in the fourth quarter of 2019, but the average night room price will remain high in the third quarter of 2021. As travel restrictions are lifted, Airbnb believes average nightly rates will slowly normalize. However, it is important to note that due to seasonal relationships, the third quarter is generally the strongest quarter, while the fourth quarter, regardless of revenue, will be relatively poor in terms of number of room reservations.
    Regarding the performance for the next quarter, Airbnb expects fourth-quarter revenue to be between 1.39 billion and 1.48 billion dollars, still significantly exceeding the 859 million and 1.11 billion dollars in the same period in 2020, while the adjusted profit margin before tax, interest, depreciation and amortization under effective cost control will continue to increase significantly.
    Although ABNB's prospects seem quite attractive, it is important to note its recent growth and new success in the local tourism sector, which has attracted strong opposition from many people. While some US cities have eased restrictions on short-term home rentals, others are tightening restrictions. Due to noise, crime, and falling real estate values, some regions oppose living close to short-term rentals. On the other hand, valuation after a price rebound is also another potential problem
    Looking back at Airbnb's 2020 prospectus, management said: “In the growing travel market and experience economy, we have huge market opportunities. The total potential market is expected to reach 3.4 trillion US dollars, including a short-term accommodation market of 1.8 trillion US dollars, a long-term accommodation market of 210 billion US dollars, and an experience market of 1.4 trillion US dollars.” Compared to revenue of $4.8 billion in 2019 before the pandemic, the potential growth opportunities are certainly huge.
    ABNB's current market value is about 25.5 times TTM revenue, and the comprehensive target price given by analysts is $178. Whether it's worth it depends on how you analyze it. Remember that investing is risky, and trading is at your own risk. The above information is not any trading advice!
    Translated