Liam Mitchell
commented on
Feel free to ask your questions below. For each question you post, moomoo will reward you with 100 points! The weekly session with moomoo Australia's market strategist and CCO. Investing, trading and all market matters - live. Ask questions and share your take, as the markets trade.
Ask a strategist - markets and rates
Nov 26 08:00
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32
Can always predict , but we don't always get it right.
The Trump factor may well be different this time.
2016 his focus was tax and deficit spending, which was good for US markets .
Take from the poor and give to the rich.
This time it is tariffs , which regardless of its effect on markets in the US , unlikely to be great for the OZ economy.
BHP is a buy , if it doesn't go down.
BHP has often been a good little earner , and it will certainly outlive us all , but plenty of extended periods when i...
The Trump factor may well be different this time.
2016 his focus was tax and deficit spending, which was good for US markets .
Take from the poor and give to the rich.
This time it is tariffs , which regardless of its effect on markets in the US , unlikely to be great for the OZ economy.
BHP is a buy , if it doesn't go down.
BHP has often been a good little earner , and it will certainly outlive us all , but plenty of extended periods when i...
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$BHP Group Ltd (BHP.AU)$ They've been doing a lot of clarifying lately. Everyone's been guessing if they're going to make another move on Anglo American, but BHP made it clear that their chairman's comments weren't meant to imply that.
It seems like BHP wants to avoid any unnecessary speculation or misunderstandings in the market. We'll have to wait and see what their next big move will be!
It seems like BHP wants to avoid any unnecessary speculation or misunderstandings in the market. We'll have to wait and see what their next big move will be!
Liam Mitchell
liked
Hey everyone,
I've been reading about a worrying trend in our healthcare system: Private hospitals are starting to avoid surgeries that don't make them enough money.
This means essential procedures like wisdom teeth removal, breast reconstructions after cancer, and gynaecological surgeries are at risk.
The media is framing this as a fight between insurance companies and hospitals, but what they're not mentioning is that Healthscope, a major...
I've been reading about a worrying trend in our healthcare system: Private hospitals are starting to avoid surgeries that don't make them enough money.
This means essential procedures like wisdom teeth removal, breast reconstructions after cancer, and gynaecological surgeries are at risk.
The media is framing this as a fight between insurance companies and hospitals, but what they're not mentioning is that Healthscope, a major...
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Liam Mitchell
liked
Previously, Chinese concept stocks had been in a long period of low stock prices due to a series of factors including industry policies, fundamental performance, and high valuations. However, with the start of the Federal Reserve's interest rate cut cycle, Chinese concept stocks are direct beneficiaries.
In addition, the mainland central bank has also issued multiple bullish policies: reserve ratio cuts, interest rate cuts, reduction in existing home mortgage rates, and new policy introductions. These policies will directly drive Chinese concept stocks into a bull market.
The current bullish trend of Chinese concept stocks is far from over. Today's pullback of Chinese concept stocks is just picking up passengers, seize the opportunity to get on board.
We can see from the data of the Chinese concept stock leader PDD that when the stock price is above 113, it is in a bullish environment, with bullish signals at 115 and 120. I believe that there is a high possibility of further rising towards the 115 signal and the 120 signal.
The direct beneficiaries of the rise in Chinese concept stocks, FUTU's data shows that the stock price is above 68, indicating a bullish market, with bullish signals at 75 and 80 currently. I believe there is a high possibility of further increase towards the 75 and 80 signals.
Finally, we hope that all of us who are stuck in positions will have a successful rebound day!!!
$PDD Holdings (PDD.US)$ $Futu Holdings Ltd (FUTU.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares China Large-Cap ETF (FXI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Tencent (TCEHY.US)$ $Bilibili (BILI.US)$ $JD.com (JD.US)$ $Lixiang Education (LXEH.US)$ $Alibaba (BABA.US)$
In addition, the mainland central bank has also issued multiple bullish policies: reserve ratio cuts, interest rate cuts, reduction in existing home mortgage rates, and new policy introductions. These policies will directly drive Chinese concept stocks into a bull market.
The current bullish trend of Chinese concept stocks is far from over. Today's pullback of Chinese concept stocks is just picking up passengers, seize the opportunity to get on board.
We can see from the data of the Chinese concept stock leader PDD that when the stock price is above 113, it is in a bullish environment, with bullish signals at 115 and 120. I believe that there is a high possibility of further rising towards the 115 signal and the 120 signal.
The direct beneficiaries of the rise in Chinese concept stocks, FUTU's data shows that the stock price is above 68, indicating a bullish market, with bullish signals at 75 and 80 currently. I believe there is a high possibility of further increase towards the 75 and 80 signals.
Finally, we hope that all of us who are stuck in positions will have a successful rebound day!!!
$PDD Holdings (PDD.US)$ $Futu Holdings Ltd (FUTU.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares China Large-Cap ETF (FXI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Tencent (TCEHY.US)$ $Bilibili (BILI.US)$ $JD.com (JD.US)$ $Lixiang Education (LXEH.US)$ $Alibaba (BABA.US)$
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I'm a long time $South32 Ltd (S32.AU)$ shareholder, and usually a keen S32 buyer, but the past couple of weeks have been actively buying parcels of $BHP Group Ltd (BHP.AU)$ under $40. At two year lows it feels like an excellent place to build a position. It's too tempting for me to refuse!
I can understand why people are holding or selling bank shares but goodness only knows who is buying them at current prices. I sold mine and bought more BHP last week.
BHP has multiple avenues towards being high...
I can understand why people are holding or selling bank shares but goodness only knows who is buying them at current prices. I sold mine and bought more BHP last week.
BHP has multiple avenues towards being high...
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Escondida (Chile) has a quoted Capital Intensity for expansion of between USD$17k-USD$29k per CuEq tpa.
I am expecting that any Oak Dam development would need to be of 100,000 tpa CuEq at least (possibly 2-3 times that) to justify itself (in terms of scale to BHP, and because of depth and moderate grades released so far).
So at Escondida rates, 100,000 tpa would have development costs between about AUD$2.5B and AUD$4.3Billion.
I expect that this is very much at the low end, because of depth, and...
I am expecting that any Oak Dam development would need to be of 100,000 tpa CuEq at least (possibly 2-3 times that) to justify itself (in terms of scale to BHP, and because of depth and moderate grades released so far).
So at Escondida rates, 100,000 tpa would have development costs between about AUD$2.5B and AUD$4.3Billion.
I expect that this is very much at the low end, because of depth, and...
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$CommBank (CBA.AU)$
Wave counts not happening.
decline in SP after dividends not happening.
any other predictions?
Wave counts not happening.
decline in SP after dividends not happening.
any other predictions?
I’m putting an AVOID rating on Mineral Resources ( $Mineral Resources Ltd (MIN.AU)$ )….Net debt has doubled, at a time their LITHIUM mines are making no money and their higher cost IRON ORE mines puts them in a real pickle if prices fall 20% to 30%. MIN seriously needs to fix it’s balance sheet so will either have to do a heavily dilutive capital raising or sell equity stakes in some of their mines – pick your poison.
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Happy Father's Day!
Dad says, 'In investing, just like cricket, patience is key.
Wait for the right pitch, and swing at the opportunities that come your way.'
He's right, and he's never been stumped yet! 💰
Dad says, 'In investing, just like cricket, patience is key.
Wait for the right pitch, and swing at the opportunities that come your way.'
He's right, and he's never been stumped yet! 💰
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Liam Mitchell : How are investors planning on maintaining their portfolios as we head into a Trump presidency?