Investment Thesis
We maintain our Neutral rating.
We view AXP as one of the most fundamentally compelling business models within our coverage. However, we believe current estimates and valuation fully incorporate a relatively positive base case. Consequently, we see more attractive risk/reward opportunities within our coverage. We believe the key issues for AXP in 2023 will be the persistency of higher-income consumer spending and the tra...

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Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
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U.S. equity markets rallied to finish the week and the final trading d...

I don't consider myself a part- owner when I invest. I consider trading as just having a piece of paper saying that I own part of a company. To me, I buy shares so that I can make profits. I don't buy many shares and don't set to change the company or stick with it through thick and thin. I don't have any emotional attachment to a stock. I DYODD first, checking that the company has good profit or outlook, before I trade/ invest using TA.
A shareholder's mindset is to buy for t...

A few days ago, I wrote: go long on dips, don't chase up, don't go short. As the risk of a thunderstorm in the banking sector recedes and expectations of interest rate hikes peak, combined with the Federal Reserve's “big water release,” it is likely that there will be a good rebound before May. 4,000 points is currently S&P's support level. If you can buy at this position, I think the opportunities outweigh the risks. If it falls below 4,000, the loss is stopped, so the closer the purchase price is to 4,000 points, the less risk and the greater the return. If you miss it, there's no need to push higher. The bear market is not over yet. There are still opportunities, and if you put money in a monetary fund, the earnings are almost no longer as good as the return on stocks. If I want to go short, I also have to wait until it rises to a high level, such as 4250 or even 4300, before entering the market. The stop loss is set at 4350, so the potential risk is not great, but at least I don't plan to consider shorting at the moment.
The reason it's still a bear market rebound is because a bigger gray rhino is brewing. The Federal Reserve is making a big gamble.
As Bao Laoge said: 1. The crisis in the banking sector will prompt banks to tighten credit, and its effect is equivalent to raising interest rates; 2. The temporary release of liquidity is meant to cover banks, not qe. However, this is the biggest problem. How can Lao Bao ensure that the above two can be achieved?
Let's talk about the first point. Real estate is once again booming as expectations of interest rate hikes peaked. The stock market is also returning like a bull market. At this time, interest rates are still high, and demand for loans is strong. Banks are lending at this time, and the profits are extremely lucrative. Will the greedy banking industry really watch a big fat sheep slip away? If the banking industry wants to...