4W7smhOHmW
liked
$Johnson & Johnson (JNJ.US)$ will report Q4 numbers next Wednesday (Jan. 22) at a time when the medical company’s stock has been under the weather, falling back some 14% since early September even as the S&P 500 gained about 7%. What does JNJ's technical and fundamental analysis say could happen from here?
Let's look:
Johnson & Johnson's Fundamental Analysis
The Street is looking for JNJ to report $2.04 in adjusted Q4 earnings per sha...
Let's look:
Johnson & Johnson's Fundamental Analysis
The Street is looking for JNJ to report $2.04 in adjusted Q4 earnings per sha...
21
1
4W7smhOHmW
liked
Translated
From YouTube
9
1
4W7smhOHmW
liked
Disclaimer: The information here provided is for educational purposes only. It is based on my own opinions and suggest to do your own research and due diligence. All analysis and opinions provided are not a reccomendation to buy or sell in the market nor it is a financial advice. Please consult your professional tax consultant or fi...
+2
40
2
3
4W7smhOHmW
liked
(Kuala Lumpur, 14th) The United States has released more details on new export restrictions on artificial intelligence (AI) chips. Kenanga Investment Bank believes that the impact of the new regulations varies across industries in Malaysia, while restrictions on AI computing power by the USA for other countries globally pose midterm risks in the field of Malaysian datacenters.
Kenanga Investment Bank cited the latest information from the Biden administration, stating that countries like Malaysia classified as 'Level 2 restricted' face lower restrictions on AI chip imports, potentially gaining a larger share of AI chip imports than previously expected.
The United States has also categorized Verified End Users (VEUs) into two types: Universal VEU (UVEU) and National VEU (NVEU). NVEUs allow certified companies from Malaysia and other countries to import computing power equivalent to up to 0.32 million advanced graphics processing units (GPUs) of AI chips in the next two years.
The following is what Kenanga Investment Bank believes about the impact of the latest measures in the USA on our country's Datacenter industry chain:
Can construction industry benefit from this disaster?
Analysis suggests that the US restrictions may require local datacenter construction companies to rush their work, with a slightly positive impact.
This may prompt the accelerated allocation of resources and construction speed of hyperscale NVEUs in Malaysia.
However, the analysis still warns that in the medium term, the construction speed of data centers is unlikely to continue to exceed that of the USA and its allies, as the total computing capacity needs to comply with a 7% proportion limit.
This may limit the growth rate in the domestic data center sector.
Nevertheless, the analysis...
Kenanga Investment Bank cited the latest information from the Biden administration, stating that countries like Malaysia classified as 'Level 2 restricted' face lower restrictions on AI chip imports, potentially gaining a larger share of AI chip imports than previously expected.
The United States has also categorized Verified End Users (VEUs) into two types: Universal VEU (UVEU) and National VEU (NVEU). NVEUs allow certified companies from Malaysia and other countries to import computing power equivalent to up to 0.32 million advanced graphics processing units (GPUs) of AI chips in the next two years.
The following is what Kenanga Investment Bank believes about the impact of the latest measures in the USA on our country's Datacenter industry chain:
Can construction industry benefit from this disaster?
Analysis suggests that the US restrictions may require local datacenter construction companies to rush their work, with a slightly positive impact.
This may prompt the accelerated allocation of resources and construction speed of hyperscale NVEUs in Malaysia.
However, the analysis still warns that in the medium term, the construction speed of data centers is unlikely to continue to exceed that of the USA and its allies, as the total computing capacity needs to comply with a 7% proportion limit.
This may limit the growth rate in the domestic data center sector.
Nevertheless, the analysis...
Translated
22
1
10
4W7smhOHmW
liked
$Qiagen NV (QGEN.US)$
QIAGEN (NYSE: QGEN) has announced significant enhancements to its QIAcuity Digital PCR system, enabling simultaneous analysis of up to 12 targets from a single biological sample, more than doubling its previous capability of five targets. This upgrade is achieved through the new QIAcuity Software 3.1 and the launch of the QIAcuity High Multiplex Probe PCR...
QIAGEN (NYSE: QGEN) has announced significant enhancements to its QIAcuity Digital PCR system, enabling simultaneous analysis of up to 12 targets from a single biological sample, more than doubling its previous capability of five targets. This upgrade is achieved through the new QIAcuity Software 3.1 and the launch of the QIAcuity High Multiplex Probe PCR...
5
4W7smhOHmW
liked
Bitcoin $Bitcoin (BTC.CC)$ closed a daily candle at $102,180 on Jan. 6 after another round of positive exchange-traded fund (ETF) inflows worth $978.6 million. However, prices dropped sharply on Jan. 7 as traders expected BTC to retest the $100,000 level.
Despite these short-term BTC drawdowns, significant investor activity was observed on major exchanges, indicating a bullish urgency.
Bitcoin investors on Binance hint at acc...
Despite these short-term BTC drawdowns, significant investor activity was observed on major exchanges, indicating a bullish urgency.
Bitcoin investors on Binance hint at acc...
3
4W7smhOHmW
liked
After the latest Purchasing Managers' Index (PMI) showed an expansion in the manufacturing sector but revealed an increase in the "prices paid" index during December, the major U.S. indices lost ground, with S&P 500 slipped 1.11%. Underperformance in the technology sector dragged on the NASDAQ which fell 1.89%, while the DJIA ended the session 0.42% lower.
The indication of pricing pressure in the final month of 2024 could ...
The indication of pricing pressure in the final month of 2024 could ...
+3
25
2
4W7smhOHmW
liked
After my first post sharing that I only started in the stock market 2 months ago, I’ve received quite a handful of questions.
Many people ask how I manage to pick stocks that win, why they go up, and how to avoid losses. Honestly, it’s hard to answer. I’m not a financial advisor, and I’m definitely not a psychologist—I can’t predict how others will behave in the market.
I just read as much as I can, make decisions based on what makes sense to me, and ho...
Many people ask how I manage to pick stocks that win, why they go up, and how to avoid losses. Honestly, it’s hard to answer. I’m not a financial advisor, and I’m definitely not a psychologist—I can’t predict how others will behave in the market.
I just read as much as I can, make decisions based on what makes sense to me, and ho...
53
10
4W7smhOHmW
liked
News Highlights
1. $NVIDIA (NVDA.US)$'s stock climbed 3.43% in Monday's trading, with an option volume of 5.73 million, and calls accounted for 73.9% of the volume. The $143 calls expiring January 10 were traded most actively.
Jensen Huang is about to take the stage at the "Spring Festival Gala of Technology," CES, with investors hoping for a breakthrough in NVIDIA's stock price.
On Monday ...
1. $NVIDIA (NVDA.US)$'s stock climbed 3.43% in Monday's trading, with an option volume of 5.73 million, and calls accounted for 73.9% of the volume. The $143 calls expiring January 10 were traded most actively.
Jensen Huang is about to take the stage at the "Spring Festival Gala of Technology," CES, with investors hoping for a breakthrough in NVIDIA's stock price.
On Monday ...
45
3
30