Levi Whooper
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Levi Whooper
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The Federal Reserve kicked off an easing cycle with a 50 basis-point interest rate cut to keep US economic growth on track.
$NVIDIA (NVDA.US)$ and $Advanced Micro Devices (AMD.US)$ led the tech stock rally Thursday following the Federal Reserve’s sizable 50 basis point interest rate cut. Nvidia stock jumped more than 5%, while its rival Advanced Micro Devices saw shares rise as much as 7% in afternoon trading, before edging down sli...
$NVIDIA (NVDA.US)$ and $Advanced Micro Devices (AMD.US)$ led the tech stock rally Thursday following the Federal Reserve’s sizable 50 basis point interest rate cut. Nvidia stock jumped more than 5%, while its rival Advanced Micro Devices saw shares rise as much as 7% in afternoon trading, before edging down sli...
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$XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
Xpeng-W stock price is surging, as of press time, up 8.01%, at HK$38.45, with a turnover of 0.229 billion Hong Kong dollars. It is worth noting that the stock rose 8.68% in the US stock market.
At the Apsara Conference 2024, Xpeng Chairman He Xiaopeng stated that the end-to-end model's lower limit capability is expected to improve rapidly next year. Once i...
Xpeng-W stock price is surging, as of press time, up 8.01%, at HK$38.45, with a turnover of 0.229 billion Hong Kong dollars. It is worth noting that the stock rose 8.68% in the US stock market.
At the Apsara Conference 2024, Xpeng Chairman He Xiaopeng stated that the end-to-end model's lower limit capability is expected to improve rapidly next year. Once i...
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$Tesla (TSLA.US)$
Do you want to make a profit or continue to hold? And write down the reasons.
Finally, I will share my opinion.
Do you want to make a profit or continue to hold? And write down the reasons.
Finally, I will share my opinion.
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(KUALA LUMPUR, 18th) Although the US further raised import tariffs on Chinese gloves, which is generally thought to benefit Malaysian glove exports, Galaxy International Securities believes that after the recent rebound, the valuation of local glove stocks is too high, so it continues to argue against the market and maintain a “reduced holdings” rating.
Galaxy International Securities analysts pointed out that the current market's valuation of Malaysian glove stocks basically reflects enthusiastic expectations for a strong rebound in profits, which does not seem reasonable.
“The return on equity (ROE) of glove stocks continues to be under pressure. Even in 2026, it is still below 10%, far below the 15% to close to 20% level before the outbreak of the pandemic. As a result, the current valuation of glove stocks seems unreasonable.”
According to the analyst, the current stock price-to-book value ratio (P/BV) of glove stocks has risen from 1 times to 1.3 times at the beginning of the year to 1.2 times to 1.7 times, which is closer to 3 to 4 times before the outbreak of the epidemic.
Meanwhile, the analyst and top gloves $TOPGLOV (7113.MY)$ After talking with Chief Executive Officer Lin Jiangyuan, he learned that even if the latest US policy is a major benefit, the short-term benefits to local glove vendors may be limited.
“First, due to scarce domestic and foreign labor, it is difficult for glove vendors to expand production capacity, so short-term sales will still be limited by production.”
Production capacity is still limited
Analysts also said that even without competition from Chinese gloves, gloves exported from Malaysia to the US may not have a significant price increase, because American customers are likely to be closely watching...
Galaxy International Securities analysts pointed out that the current market's valuation of Malaysian glove stocks basically reflects enthusiastic expectations for a strong rebound in profits, which does not seem reasonable.
“The return on equity (ROE) of glove stocks continues to be under pressure. Even in 2026, it is still below 10%, far below the 15% to close to 20% level before the outbreak of the pandemic. As a result, the current valuation of glove stocks seems unreasonable.”
According to the analyst, the current stock price-to-book value ratio (P/BV) of glove stocks has risen from 1 times to 1.3 times at the beginning of the year to 1.2 times to 1.7 times, which is closer to 3 to 4 times before the outbreak of the epidemic.
Meanwhile, the analyst and top gloves $TOPGLOV (7113.MY)$ After talking with Chief Executive Officer Lin Jiangyuan, he learned that even if the latest US policy is a major benefit, the short-term benefits to local glove vendors may be limited.
“First, due to scarce domestic and foreign labor, it is difficult for glove vendors to expand production capacity, so short-term sales will still be limited by production.”
Production capacity is still limited
Analysts also said that even without competition from Chinese gloves, gloves exported from Malaysia to the US may not have a significant price increase, because American customers are likely to be closely watching...
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Levi Whooper
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Hi, mooers!
Welcome back to Maple Market Challenge!
Like always, let's reveal the answer to last week's quiz: What is the reason behind Palantir and Dell joining the S&P 500 on September 23? The answer is "the rising momentum in AI".
96% mooers chose the correct answer! A big round of applause to those who got it right! Each of you will receive 20 points. Plus, we're giving 50 points to everyone who left a comment....
Welcome back to Maple Market Challenge!
Like always, let's reveal the answer to last week's quiz: What is the reason behind Palantir and Dell joining the S&P 500 on September 23? The answer is "the rising momentum in AI".
96% mooers chose the correct answer! A big round of applause to those who got it right! Each of you will receive 20 points. Plus, we're giving 50 points to everyone who left a comment....
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$iShares 20+ Year Treasury Bond ETF (TLT.US)$ I love rising wedges when I want to go short, but definitely don't want to see them when I'm already long. Especially when they are indicating a retest of previous support around 96.50.
Thinking I might sell the TLT call in my IRA before this fully plays out, then buy back once we touch support. Still on the fence about that because if the Fed does something unexpected the market will likely flee to the safety of bonds and then I would miss it. But ...
Thinking I might sell the TLT call in my IRA before this fully plays out, then buy back once we touch support. Still on the fence about that because if the Fed does something unexpected the market will likely flee to the safety of bonds and then I would miss it. But ...
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Levi Whooper
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Initiation Date: October 2021
Strategy: Daily DCA $100/ day (exclude weekend), invest only in fund with proven annualized return of 5-6% pa, no commodities, gold, banks & properties, daily DCA on laggard first, then leaders and repeat the cycle, min: 23 funds, max: 30 funds.
Last Post: My Weekly Dollar Cost Averaging Journey in Funds (25/8/2024) - Another week of strong recovery…
Leader this week: US & t...
Strategy: Daily DCA $100/ day (exclude weekend), invest only in fund with proven annualized return of 5-6% pa, no commodities, gold, banks & properties, daily DCA on laggard first, then leaders and repeat the cycle, min: 23 funds, max: 30 funds.
Last Post: My Weekly Dollar Cost Averaging Journey in Funds (25/8/2024) - Another week of strong recovery…
Leader this week: US & t...
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$Palo Alto Networks (PANW.US)$ I solde during the $375 surge, but I still believe the target price is around $368. If the market has a good week, it could easily reach that, but if not, it might drop down to $340, which would be my stop loss.
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Levi Whooper
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Hey mooers!
Last week's jobs report indicates a weakening labor market, boosting the likelihood of a significant 50 basis point rate cut. The CME FedWatch Tool shows that traders' expectations for a September rate cut have increased from 34% to 41%.
With the mixed jobs data, Wall Street is split on the potential size of the rate cut, with major banks like Citigroup and JP Morgan predicting a half-percentage-point reduction by the Federal Res...
Last week's jobs report indicates a weakening labor market, boosting the likelihood of a significant 50 basis point rate cut. The CME FedWatch Tool shows that traders' expectations for a September rate cut have increased from 34% to 41%.
With the mixed jobs data, Wall Street is split on the potential size of the rate cut, with major banks like Citigroup and JP Morgan predicting a half-percentage-point reduction by the Federal Res...
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