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Posted various analysis and videos on $Hang Seng Index(800000.HK$ And $Hang Seng TECH Index(800700.HK$ including my bullish views on $Lion-OCBC Sec HSTECH S(HST.SG$.
Recently, the Hong Kong stock market has been doing well.
It has shown even more bullish signs.
Watch the video on why this 5-month pattern for HSI is an important confirmation signal.
Follow me for fresher insights.
Why a Longer Inverted Head and Shoulders Might Signal a Stron...
Recently, the Hong Kong stock market has been doing well.
It has shown even more bullish signs.
Watch the video on why this 5-month pattern for HSI is an important confirmation signal.
Follow me for fresher insights.
Why a Longer Inverted Head and Shoulders Might Signal a Stron...
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$KAWAN(7216.MY$
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
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As a global EV leader, China has far surpassed other countries in terms of both sales and export ratio, and the entire ecosystem is already very mature. More and more car manufacturers are seizing this piece of cake. The imbalance between supply and demand is getting bigger. The Chinese EV market is already facing a “never-ending” wave of price cuts
Among them, Tesla took the lead in announcing price cuts in 2022 in order to stabilize its market position, causing a chain effect of “price cuts”. As the biggest competitor, BYD also completely lowered prices soon after. Other major brands such as Ideal, SAIC, NIO, and Chery responded. This has triggered wave after wave of “price reduction waves”, forming the internal phenomenon seen so far
In order to stand out from the harsh competitive environment, the price cuts made by some car manufacturers are even more dumbfounded. With the attitude of “I would rather lose or not lose”, they quickly run out of breath when beating other peers. The entire field is already heating up, and everyone is leaving China one after another, so where will the next battleground be? Southeast Asia
Due to the impact of the price war, EVs of various brands are becoming more and more affordable, and consumers in emerging markets are becoming more and more accepting of EVs. For example, Thailand, Indonesia, the Philippines, and Malaysia have all “doubled” in the past few years. Not only dealers, but the supply chain required for the EV ecosystem, such as cables, electricity, distribution systems, charging piles, and battery replacement, will continue to benefit. With the help of the government actively promoting energy transformation, I believe more companies will seize this egg in the future...
Among them, Tesla took the lead in announcing price cuts in 2022 in order to stabilize its market position, causing a chain effect of “price cuts”. As the biggest competitor, BYD also completely lowered prices soon after. Other major brands such as Ideal, SAIC, NIO, and Chery responded. This has triggered wave after wave of “price reduction waves”, forming the internal phenomenon seen so far
In order to stand out from the harsh competitive environment, the price cuts made by some car manufacturers are even more dumbfounded. With the attitude of “I would rather lose or not lose”, they quickly run out of breath when beating other peers. The entire field is already heating up, and everyone is leaving China one after another, so where will the next battleground be? Southeast Asia
Due to the impact of the price war, EVs of various brands are becoming more and more affordable, and consumers in emerging markets are becoming more and more accepting of EVs. For example, Thailand, Indonesia, the Philippines, and Malaysia have all “doubled” in the past few years. Not only dealers, but the supply chain required for the EV ecosystem, such as cables, electricity, distribution systems, charging piles, and battery replacement, will continue to benefit. With the help of the government actively promoting energy transformation, I believe more companies will seize this egg in the future...
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Good morning mooers! Here are things you need to know about today's market:
● S&P/TSX 60 Index Standard Futures are trading at 1,302.10, up 0.05%.
● Uncertainty in Canada's tax landscape could weigh on investment: economist
● Lack of investment is a 'big part' of Canada's productivity slowdown — and it could get worse
● Crude oil prices drop amid easing tensions between Iran,...
● S&P/TSX 60 Index Standard Futures are trading at 1,302.10, up 0.05%.
● Uncertainty in Canada's tax landscape could weigh on investment: economist
● Lack of investment is a 'big part' of Canada's productivity slowdown — and it could get worse
● Crude oil prices drop amid easing tensions between Iran,...
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ASX copper stocks are drawing the same buzz as lithium miners did in 2022.
With booming demand outstripping new supplies, copper prices are surging. 📈
The metal has already gained over 10% in 2024, and analysts predict further gains. 🚀
Shareholders in $Aeris Resources Ltd(AIS.AU$ and $Sandfire Resources Ltd(SFR.AU$ are likely to welcome this news. 🔎
But what's really driving copper prices towards new highs? 🤔
The ASX copper stocks...
With booming demand outstripping new supplies, copper prices are surging. 📈
The metal has already gained over 10% in 2024, and analysts predict further gains. 🚀
Shareholders in $Aeris Resources Ltd(AIS.AU$ and $Sandfire Resources Ltd(SFR.AU$ are likely to welcome this news. 🔎
But what's really driving copper prices towards new highs? 🤔
The ASX copper stocks...
15
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In the field of investment, traditional values often define investment opportunities with “discounts”
Yesterday's high-priced item. If the price drops today, it's considered a treasure
This kind of thinking, which seems logical,
One key factor was actually overlooked: changes in stock valuations
For investors seeking growth,
It's a misconception to simply equate a “discount” with an investment opportunity
In the stock market, superficial “cheap” is often synonymous with “expensive.”
And behind the “expensive” one may be hiding the next growth stock
In fact, the relationship between value and price is more complex and often goes hand in hand
For a long time, many investors have relied on PE as an indicator to invest
However, this approach is easy to fall into misunderstandings
The price-earnings ratio only reflects the historical situation, and there is no predictability for future profit growth
In the market, analysts often suggest investors go to the bottom of stocks that have plummeted in price, believing that they have bottomed out.
The PE value also reached an all-time low
However, against the backdrop of continued macroeconomic deterioration,
These stocks are likely to perform worse and fall into the “bargain” trap
In contrast, stocks with high PE values often represent the market's premium on growth stocks.
This is a normal phenomenon
As the company's profit expectations continue to rise,
The high PE value reflects the market's recognition of its rapid growth
Therefore, instead of trying to predict short-term stock price fluctuations,
It's better to focus on whether the company can continue to improve its profitability.
The core of investing is to determine whether there is potential for stock price appreciation.
We should do it through in-depth analysis of macroeconomic trends, combined with technical analysis...
Yesterday's high-priced item. If the price drops today, it's considered a treasure
This kind of thinking, which seems logical,
One key factor was actually overlooked: changes in stock valuations
For investors seeking growth,
It's a misconception to simply equate a “discount” with an investment opportunity
In the stock market, superficial “cheap” is often synonymous with “expensive.”
And behind the “expensive” one may be hiding the next growth stock
In fact, the relationship between value and price is more complex and often goes hand in hand
For a long time, many investors have relied on PE as an indicator to invest
However, this approach is easy to fall into misunderstandings
The price-earnings ratio only reflects the historical situation, and there is no predictability for future profit growth
In the market, analysts often suggest investors go to the bottom of stocks that have plummeted in price, believing that they have bottomed out.
The PE value also reached an all-time low
However, against the backdrop of continued macroeconomic deterioration,
These stocks are likely to perform worse and fall into the “bargain” trap
In contrast, stocks with high PE values often represent the market's premium on growth stocks.
This is a normal phenomenon
As the company's profit expectations continue to rise,
The high PE value reflects the market's recognition of its rapid growth
Therefore, instead of trying to predict short-term stock price fluctuations,
It's better to focus on whether the company can continue to improve its profitability.
The core of investing is to determine whether there is potential for stock price appreciation.
We should do it through in-depth analysis of macroeconomic trends, combined with technical analysis...
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[Brief description] More stable investors prefer to invest in dividends from banks, infrastructure, REIT, etc., because of the stable performance of this type of business, dividends are also quite generous. As a REIT writer, I'm certainly no exception. However, in addition to the above projects, there are other shares with generous dividends, one of which is preference shares (preference shares).
This type of stock has steady characteristics, and dividends are guaranteed, and declines are rare.
Regarding the characteristics of preferred stocks, I will explain the benefits of investing in preferred stocks on the upcoming live broadcast.
[Speaker] Yan Yue, a Malaysian financial writer, published “Buying an Industry Starting at RM100: How to Invest in Reits”, “Buying Stocks Starting at RM100: Making Money Automatically Come to the Door”, and “Malaysian Stocks Are Easy to Understand: Stock News”.
[Join us] Tailored for moomoo users! See you on March 24th at 8.00pm! Do you want to generate a steady passive income? Let's get to know it together!
[Disclaimer] All opinions expressed in the live broadcast and video are based on the independent opinions of the presenter (Yan Yue). Moomoo and its affiliates are not responsible for their content or opinions.
This type of stock has steady characteristics, and dividends are guaranteed, and declines are rare.
Regarding the characteristics of preferred stocks, I will explain the benefits of investing in preferred stocks on the upcoming live broadcast.
[Speaker] Yan Yue, a Malaysian financial writer, published “Buying an Industry Starting at RM100: How to Invest in Reits”, “Buying Stocks Starting at RM100: Making Money Automatically Come to the Door”, and “Malaysian Stocks Are Easy to Understand: Stock News”.
[Join us] Tailored for moomoo users! See you on March 24th at 8.00pm! Do you want to generate a steady passive income? Let's get to know it together!
[Disclaimer] All opinions expressed in the live broadcast and video are based on the independent opinions of the presenter (Yan Yue). Moomoo and its affiliates are not responsible for their content or opinions.
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