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$Nu Holdings(NU.US$ Next week will welcome the central bank week of the Federal Reserve.
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Hi, I am Molly. I would share with you information about wealth management, especially the holdings and opinions of professional investors, as well as the books for beginners.
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Pictet asset management says that while bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
Record valuations, tighter monetary policy, expansionary fiscal measures and surging inflation point to modest gains for equities 2022 following the market's robust recovery from pandemic lows. A US rate hike next summer will push up global bonds yields, though the magnitude of the move will be mitigated by the fact that the US Federal Reserve and other central banks remain concerned about maintaining growth and employment rather than sticking narrowly to their inflation remits.
They say the easy road for equites is coming to an end after three years of stellar double-digit returns.
Based on Pictet asset allocation framework, which takes into account economic conditions, liquidity, asset class valuations and technical readings, the result of this typical mid-cycle tug of war should be single digit returns in 2022. They forecast around 5-10 per cent return for global equities, reflecting a 10 per cent decline in price-to-earnings(PE) ratios, 15 per cent growth in earnings (roughly double the consensus view) and a continued trickle of dividends.
They expect cyclical value markets and sectors to outperform in 2022 as economies continue to re-open and bond yields rise. The market tends to outperform when monetary policy normalisation leads to higher real rates - the scenario will unfold in 2022.
As for China, they not only see value in Chinese tech stocks following their significant underperformance in 2021, but also expect Chinese government bonds continue to stand out with an attractive yield in challenging backdrop for the asset class.
$Dow Jones Industrial Average(.DJI.US$ $Nasdaq Composite Index(.IXIC.US$ $NASDAQ 100 Index(.NDX.US$ $S&P 500 Index(.SPX.US$ $Hang Seng Index(800000.HK$ $Hang Seng TECH Index(800700.HK$ $SSE Composite Index(000001.SH$
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Pictet asset management says that while bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
Record valuations, tighter monetary policy, expansionary fiscal measures and surging inflation point to modest gains for equities 2022 following the market's robust recovery from pandemic lows. A US rate hike next summer will push up global bonds yields, though the magnitude of the move will be mitigated by the fact that the US Federal Reserve and other central banks remain concerned about maintaining growth and employment rather than sticking narrowly to their inflation remits.
They say the easy road for equites is coming to an end after three years of stellar double-digit returns.
Based on Pictet asset allocation framework, which takes into account economic conditions, liquidity, asset class valuations and technical readings, the result of this typical mid-cycle tug of war should be single digit returns in 2022. They forecast around 5-10 per cent return for global equities, reflecting a 10 per cent decline in price-to-earnings(PE) ratios, 15 per cent growth in earnings (roughly double the consensus view) and a continued trickle of dividends.
They expect cyclical value markets and sectors to outperform in 2022 as economies continue to re-open and bond yields rise. The market tends to outperform when monetary policy normalisation leads to higher real rates - the scenario will unfold in 2022.
As for China, they not only see value in Chinese tech stocks following their significant underperformance in 2021, but also expect Chinese government bonds continue to stand out with an attractive yield in challenging backdrop for the asset class.
$Dow Jones Industrial Average(.DJI.US$ $Nasdaq Composite Index(.IXIC.US$ $NASDAQ 100 Index(.NDX.US$ $S&P 500 Index(.SPX.US$ $Hang Seng Index(800000.HK$ $Hang Seng TECH Index(800700.HK$ $SSE Composite Index(000001.SH$
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$UP Fintech(TIGR.US$ It is estimated that Futu and TIGR are in decline. It is estimated that it is related to Futu's earnings report. Retail investors who buy US stocks will rush off the earnings day because of the 95% drop, and no matter how good or bad the news is. Futu releases earnings report tomorrow
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$Alibaba(BABA.US$ Alibaba, the ecommerce giant warned on its revenue outlook and said profit collapsed in the second quarter. Alibaba dived 10.71 per cent.
This will happen to $DiDi Global (Delisted)(DIDI.US$ $Futu Holdings Ltd(FUTU.US$ and $UP Fintech(TIGR.US$ If their revenues and profits cannot meet expectations...
Next week or ! ? !
This will happen to $DiDi Global (Delisted)(DIDI.US$ $Futu Holdings Ltd(FUTU.US$ and $UP Fintech(TIGR.US$ If their revenues and profits cannot meet expectations...
Next week or ! ? !
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$Pubmatic(PUBM.US$ Releases data collaberation with Nielson. Looking for a 20% gain to 34.00 today.
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$Qualcomm(QCOM.US$ shares rose almost 8%, Tuesday, as the chipmaker used its investor day gathering to discuss matters such as its future business with $Apple(AAPL.US$ and a new self-driving technology deal with BMW.
Diversification was a central theme of Qualcomm (QCOM), as company officials went over details about areas such as mobile handsets, Internet of Things technologies and moves into the automotive industry.
"Demand for tech continues to accelerate," said Chief Executive Cristiano Amon. "The time for Qualcomm is now. Our technology roadmap extends to cover every growth opportunity."
As part of its diversification, Qualcomm (QCOM) announced a new deal with BMW in which the automaker will use Qualcomm's (QCOM) Snapdragon Ride chipsets for vision perception and advanced drivers assisted systems [ADAS] controllers. BMW will use the Qualcomm (QCOM) chip systems for its upcoming stack of automated driving technologies.
"This is just the beginning," Amon said. "It's an incredible opportunity to scale very fast in our auto pipeline."
Chief Financial Officer Akash Palkhiwala said that Qualcomm (QCOM) believes it can grow its automotive revenue from about $1 billion this year to $8 billion a decade from now. Palkhiwala also said that as the company grows more of its Android-based mobile business, and Apple (AAPL) develops its own chipsets, Qualcomm (QCOM) expects it will provide just 20% of the chipsets for Apple's (AAPL) iPhones by 2023.
"[For Qualcomm] 87% of our addressable market is Android," Palkhiwala said. "That’s where the market is."
Last week, a federal appeals court judge ruled that Apple (AAPL) can't revive a challenge to Qualcomm's (QCOM) mobile-phone patents due to a settlement previously reached between the companies.
Diversification was a central theme of Qualcomm (QCOM), as company officials went over details about areas such as mobile handsets, Internet of Things technologies and moves into the automotive industry.
"Demand for tech continues to accelerate," said Chief Executive Cristiano Amon. "The time for Qualcomm is now. Our technology roadmap extends to cover every growth opportunity."
As part of its diversification, Qualcomm (QCOM) announced a new deal with BMW in which the automaker will use Qualcomm's (QCOM) Snapdragon Ride chipsets for vision perception and advanced drivers assisted systems [ADAS] controllers. BMW will use the Qualcomm (QCOM) chip systems for its upcoming stack of automated driving technologies.
"This is just the beginning," Amon said. "It's an incredible opportunity to scale very fast in our auto pipeline."
Chief Financial Officer Akash Palkhiwala said that Qualcomm (QCOM) believes it can grow its automotive revenue from about $1 billion this year to $8 billion a decade from now. Palkhiwala also said that as the company grows more of its Android-based mobile business, and Apple (AAPL) develops its own chipsets, Qualcomm (QCOM) expects it will provide just 20% of the chipsets for Apple's (AAPL) iPhones by 2023.
"[For Qualcomm] 87% of our addressable market is Android," Palkhiwala said. "That’s where the market is."
Last week, a federal appeals court judge ruled that Apple (AAPL) can't revive a challenge to Qualcomm's (QCOM) mobile-phone patents due to a settlement previously reached between the companies.
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Dear mooers, $Alibaba(BABA.US$ Q2 2022 earnings is coming up!
As one of China’s most successful high-tech champions, Alibaba remains a risky long-term investment. What will be the trends in the deep layer?
What to expect in earnings? How will this affect the stock price?
Time to join the game!
Win Reward:
Place your bet on BABA's percentage change in closing price (i.e.+3%) of Nov 18 ET / Nov 19 SGT before Nov 18 4:00 AM ET / Nov 18 5:00 PM SGT. The mooer with the closest bet will win 300 points!
Notice:
Reward points will be given out within 5-10 working days after the results are announced.
Reward points can be used to exchange gifts at Reward Club.
You may also be interested in:
BABA Q2 2022 Earnings Conference Call
As one of China’s most successful high-tech champions, Alibaba remains a risky long-term investment. What will be the trends in the deep layer?
What to expect in earnings? How will this affect the stock price?
Time to join the game!
Win Reward:
Place your bet on BABA's percentage change in closing price (i.e.+3%) of Nov 18 ET / Nov 19 SGT before Nov 18 4:00 AM ET / Nov 18 5:00 PM SGT. The mooer with the closest bet will win 300 points!
Notice:
Reward points will be given out within 5-10 working days after the results are announced.
Reward points can be used to exchange gifts at Reward Club.
You may also be interested in:
BABA Q2 2022 Earnings Conference Call
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@OldNormanBateswanted to try and share this with you my friend
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Ahmoonnaa : Let’s wait and see !!