Tag: Investment
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Big Picture: Rest of Asia Rose In Line with U.S. and Europe Markets

South Korea, Japan and Taiwan were the star performers in North Asia. India was good too with Malaysia kinda flat. Why you should care: The markets in North Asia (SK, JP and TW) are big producers of electrical & and electronics for the advanced markets in the U.S. and Europe.…
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Big Picture: Western Markets Triumph, While China Remains Sluggish

Nasdaq and S&P 500 rebounded sharply, with Europe markets also following. China markets suffer. Why you should care: Global markets have been down for the past 3 months. This month’s development provides a sense of optimism in the markets where we need to determine the main driving factors. Recession concerns…
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Earnings Watch (China): Baidu, Special Feature on Internet Stocks

Baidu: Big miss in earnings, but revenue is ok Why this is useful for you: Chinese internet stocks seem to be on everyone’s minds these days. The slowdown is real and it has been wreaking havoc on consumer confidence. Baidu’s status as one of the biggest internet companies tells us…
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Earnings Watch (US): Zoom, Nvidia

Zoom: Continues its streak of beating expectations Why this is useful for you: Zoom was a darling among investors during the pandemic as it provided video calling services to companies that needed it dearly. However, going into 2024, there are arguments that Zoom might decline considering the pandemic is over.…
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Earnings Watch (Malaysia): Tenaga Nasional, Sime Darby Plantation

Tenaga Nasional: Decent results with a BUY call from the market Why this is useful for you: Tenaga Nasional (TNB) is a proxy for the power generation sector in West Malaysia and it is essentially a monopoly. Its 3Q results will let you know whether TNB is still a good…
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I Evaluated Black Friday to See if There is an Investment Strategy

Is there a viable investment/trading strategy for U.S. companies during Black Friday? Why this is useful for you: Sales for big U.S. retailers typically gain during the Black Friday quarters. This research will examine whether there are opportunities for investors to capitalize on during the Black Friday sales period. Black…
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I Made 30% on AmBank in 2 Years – Here’s How I Did It

Here’s the proof. I invested in AmBank for RM3.10 in August 2021 and exited at RM4.04 in November 2023. The bank that was in the middle of the 1MDB crisis in the late 2010s – AmBank. It has since tried to move away from that image after that. For me,…
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Earnings Watch (China): Tencent, Alibaba
Tencent: Results beat expectations Tencent’s earnings per share (EPS) beat expectations by 10.7% for 3Q 2023. Actual EPS came in at CNY4.66 compared to expectations of CNY4.21, even though revenue of CNY155 billion was a miss by 0.6%. Positively, revenue growth of 10% from a year ago was driven mainly…


