$Roundhill Memory ETF (DRAM.US)$ I think when this kind of ETF comes out, it might indicate that we're not far from the top. Everyone should be more cautious...
$Micron Technology (MU.US)$
$SanDisk (SNDK.US)$ $VanEck Semiconductor ETF (SMH.US)$
$Micron Technology (MU.US)$
$SanDisk (SNDK.US)$ $VanEck Semiconductor ETF (SMH.US)$
Translated
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$SamuderaShipping (S56.SG)$ $FTSE Singapore Straits Time Index (.STI.SG)$
Annual report out. 0.0655 dividend per share and 10% share buyback![]()
Annual report out. 0.0655 dividend per share and 10% share buyback
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$SamuderaShipping (S56.SG)$ $FTSE Singapore Straits Time Index (.STI.SG)$
I did a DCF estimation on samudera shipping. Found that it is quite cheap actually.
And usually when de-dollarisation happen (which i think will accelerate once Iran conflict resolved), repatriation funds like to buy these undervalued & dividend paying companies. (which obviously has happpened in China and Hong Kong stock market).
anything i missed?
I did a DCF estimation on samudera shipping. Found that it is quite cheap actually.
And usually when de-dollarisation happen (which i think will accelerate once Iran conflict resolved), repatriation funds like to buy these undervalued & dividend paying companies. (which obviously has happpened in China and Hong Kong stock market).
anything i missed?
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$Wee Hur (E3B.SG)$ $GRC (S3N.SG)$ $Soilbuild Constr (V5Q.SG)$ $FTSE Singapore Straits Time Index (.STI.SG)$
High energy price could potentially reduce the margin of construction companies
High energy price could potentially reduce the margin of construction companies
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$Geo Energy Res (RE4.SG)$
35 M new shares issue still not go down🤔
35 M new shares issue still not go down🤔
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$YZJ Maritime (8YZ.SG)$ Current share price very close to Net Asset per share of 0.467
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$Energy Select Sector SPDR Fund (XLE.US)$ Trump said will hit Iran extremely hard in the next 2-3 week, make them back to stone age ![]()
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Crude oil futures after July are traded with big discount, seem like market is pricing in a quick de-escalation
$Energy Select Sector SPDR Fund (XLE.US)$ $China Aviation (G92.SG)$ $PETROCHINA (00857.HK)$ $PetroCN HK SDR 1to2 (HPCD.SG)$
$Energy Select Sector SPDR Fund (XLE.US)$ $China Aviation (G92.SG)$ $PETROCHINA (00857.HK)$ $PetroCN HK SDR 1to2 (HPCD.SG)$
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Kenww OP melodyyml : I just observed that when the ETFs for Bitcoin and ETH were launched, they both dropped for a while. At that time, everyone was very optimistic about the future of cryptocurrencies, and sentiment was extremely heated. Don’t you think the current situation with memory chips is somewhat similar?
Kenww OP : In 2021, the semiconductor sector also saw significant gains, with the market filled with positive news. Chip manufacturers were expanding capacity while inflation continued to rise... The result was the arrival of a rate hike cycle coupled with short-term overcapacity in semiconductors... I feel that the current situation is quite similar to back then.