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shinigami7777 Private ID: 103371460
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    shinigami7777 commented on
    Building the infrastructure for AI is still very much a work in progress. Capital expenditure at Microsoft , Meta , Alphabet and Amazon reached a combined $60 billion in the third quarter. But companies warned that the spending is not going to end anytime soon.
    I am writing this article to examine whether Nvidia can continue to win with more orders as Big Tech AI Capex spending cycle does not seem to show signs of slowing down.
    I...
    Can Nvidia Continue Win As No Signs Of AI Capex Cycle Slowing Down?
    Can Nvidia Continue Win As No Signs Of AI Capex Cycle Slowing Down?
    Can Nvidia Continue Win As No Signs Of AI Capex Cycle Slowing Down?
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    shinigami7777 commented on
    $Tesla (TSLA.US)$ Oh, because there was too much pulling in the night market, and no one came in to support the rise during the day, so I sold it.
    Translated
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    Due to limited expansion of return on equity (roe), coupled with possible interest rate cuts next year, local banks may face pressure on net interest margin. Analysts believe that the prospects of bank stocks are mediocre, especially for the leading Maybank. $MAYBANK (1155.MY)$ Cautioning investors, suggesting reducing holdings!
    The latest analysis report from Malaysian investment banks suggests that the banking industry may cool down next year, with a sector rating of only 'neutral'. Maybank, with a high valuation, is likely to be the first to feel the impact, with the target price plummeting from the original 10.80 ringgit to 8.85 ringgit; the rating has also been downgraded to 'shareholding'.
    The analyst stated that the reason for slashing the target price of the bank was not only due to the pressure on the return on equity, but also because the stock price of the bank was at a relatively high level compared to its book value.
    In addition, the bank's operating income, compared to 6.9% in the 2024 fiscal year, is expected to drop significantly to 3% in the 2025 fiscal year, mainly due to a slowdown in funding and market income.
    Therefore, in view of the various downside risks, analysts have lowered the target price and rating of Ma Bank.
    Investing in banks with high roe is the strategy.
    Overall, in the banking sector, analysts believe that banks with high return on equity and high liquidity will be one of the key investment focuses given the current situation.
    Analysts pointed out that by the 2025 fiscal year, the return on equity (ROE) had only increased from 9.4% to 9.7%, mainly due to the core net profit of banks, expected to decrease from this year's 7% to 6....
    Translated
    Banks are expected to face a downturn next year. Analysts suggest reducing shareholding of MAYBANK!
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    With the U.S. election over, what ripple effects will the political shifts bring to Malaysia’s market? Join us as we explore the aftermath, adjustments, and opportunities on the horizon. Don’t miss out—tune in on Wednesday, November 13, at 8 p.m. for an exclusive live stream hosted by Nanyang Siang Pau (NYSP) in collaboration with KOLs Zeff Tan and Max Tan Kyzen from Moomoo. We’ll cover the post-election outlook, market reactions, and offer f...
    Translated
    特朗普重掌白宫,探亚洲马股喜忧
    Nov 13 06:00
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    shinigami7777 commented on
    $Bitcoin (BTC.CC)$ there should be some excess money at the moment from institutions that should be pulling out/redirecting funds from some COP26 investment type projects which is deemed a failure to recover losses. Also, which do you think hurts more? The exploit of miners risking their lives for 0.50 cents USD a day digging in a highly dangerous hole under the earth without insurance and causing environmental damage and pollution or a system that is using minimal power to create wealth
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    i will be millionaire in 5 years. 🥺✊✊💪💪🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🎆🎆🎆🎆🎇🎇🎆🎇🎆🎇🎆🎇🎆
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