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MoneyFitt Ka-ming

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CEO, Co-founder MoneyFitt. Editor-in-chief of The MoneyFitt Morning, a daily business and investing newsletter.

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MoneyFitt Ka-ming 表達了心情並評論了

MoneyFitt Ka-ming

發表了文章·2023/08/25 02:06

專欄 Living in Taylor's (and Barbie's and Messi's) World

In Today's Issue:
Focus: Living in Taylor's (and Barbie's and Messi's) World
In the markets: Nvidia Nchanged; Not Better; Hike No Hike
Moneyfitt Explains: Spanked SPAC
Dollar Tree joined Foot Locker, Macy's, Estée Lauder, Target, Peloton, Home Depot and an endless string of other (non-luxury) retailers in lowering sales guidance, citing weakened consumer demand and theft concerns. Despite attracting price-conscious customers due to inflation (...

MoneyFitt Ka-ming 表達了心情

MoneyFitt Ka-ming

發表了文章·2023/08/28 22:19

專欄動態二人組：人民幣和盧比

今日要聞：
關注重點：動態搭檔：人民幣和印度盧比（CNY & INR）
在市場上：中國全球貨幣；Evertanked
MoneyFitt解釋：不是加密貨幣：CBDCs
隨著BRICS新興市場集團擴大至六個國家，涵蓋的人口將增至35.8億，佔全球比例將由42%提高至46%，而GDP將從32%增加到37%（已通脹並考慮生活成本）。以這兩個指標來看，最大的兩個國家將保持不變中國和印度。估計變

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MoneyFitt Ka-ming 表達了心情並評論了

MoneyFitt Ka-ming

發表了文章·2023/08/27 23:05

專欄 Shifting BRICS and the Petrodollar

In Today's Issue:
Focus: Shifting BRICS and the Petrodollar
In the Markets: Prepared to raise; IPO in your InstaCART
MoneyFitt Explains: The BRICS
The BRICS🎓 emerging market bloc, consisting of Brazil, Russia, India, China and South Africa, has embarked on its largest expansion ever by inviting Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the UAE to join next year, with further phases to follow. Seen as a natural fit for population size (and oil production...

MoneyFitt Ka-ming 評論了

MoneyFitt Ka-ming

發表了文章·2023/08/23 22:56

專欄 Nvidia Nvy

In Today's Issue
Focus: Nvidia Nvy
In the Market: Peloton Plummet, Foot Locker Kicked; Worse than Purdue
MoneyFitt Explains: Shorts and Squeezes
Who in their right minds would want to be short🎓 Nvidia these days? It’s the shovel-maker for the AI gold rush, right? AI's the only game in town, and the tripling (so far!) this year of Nvidia, the dominant maker of AI training GPUs, has been the catalyst of pretty much the entire equity market rally. Nvidia's revenue more than doubled in t...

MoneyFitt Ka-ming

發表了文章·2023/08/21 21:38

專欄 Subway三明治被吞噬整個

Happy MoneyFitt發售日！
今天的新聞：
焦點： Subway三明治全被吞噬
在市場上: 英偉達能源; ARM的競爭; 中國中國中國
MoneyFitt解釋: Franchise Me, Franchisee
麥當勞的特許經營權獨資控股公司Subway即將被專注於餐飲的私募股權（PE）公司Roark Capital收購。Roark一直在與其他美國的收購公司如Sycamore Partners和TDR競爭...

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MoneyFitt Ka-ming 表達了心情並評論了

MoneyFitt Ka-ming

發表了文章·2023/08/20 21:49

專欄 Arms and the son

In Today's Issue:
Focus: Arms and the Son
In the Markets: Action Jackson, Poor Top-10%-ers; China’s Damp Squib Games; Wild Markets: ARS and BTC
MoneyFitt Explains: The IMF
- - -
SoftBank has reportedly acquired the 25% stake in Arm Ltd that it doesn't already own from its Vision Fund unit in a deal valuing the chip designer at $64bn. This is suspiciously close to exactly double the $32bn that SoftBank's mercurial billionaire founder Masayoshi Son paid for it in 2016, implying co...

MoneyFitt Ka-ming 讚並評論了

MoneyFitt Ka-ming

發表了文章·2023/08/17 23:18

專欄 Amazon on Drugs

In Today's Issue:
Focus: Amazon on Drugs
In The Market: Evergrande Evergone; Walmart and Target; German Supermarket Invasion (Aldi and Lidl)
MoneyFitt Explains: Fed Minutes in Minute Detail
Shares in CVS Health fell more than 8% on Thursday on a decision by Blue Shield of California, a huge insurer with 4.8mn customers, to drop CVS’s Caremark unit as its main pharmacy benefit manager (PBM) in favour of other companies, including Amazon and the Mark Cuban Cost Plus Drug Company. It...

MoneyFitt Ka-ming 評論了

MoneyFitt Ka-ming

發表了文章·2023/08/17 00:58

專欄騰訊的蛋型大逃殺

中國最大的上市公司，無處不在的微信/微信超級應用程序的擁有者，互聯網集團騰訊報告第二季度淨利潤同比上升 41% 至人民幣 26 億元（國際財務報告準則基準），增長自 2021 年底以來最快，收入上升 11%，達人民幣 149 億元。但是，這些數字不足香港/上海最佳，預期分別為 33.4 億元人民幣和 152 億元人民幣。騰訊的努力降低成本，並專注於「高質量的收入來源，並提供...

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