Both Baba and JD posted Q3 earnings after market hours so I thought I shed some thoughts on both the results quickly since it’s still fresh in my head. As I am heavily vested in both of them, I had a vested interest in following both of their earnings announcement and also listened to both…
Category: Stock Analysis
Alibaba Group Holdings (NYSE: BABA) – Inverse Head & Shoulder Pattern – Short Term Target: $200 and Mid Term Target $230
As most readers already know, Alibaba remained my largest position to date in the portfolio with over 30% weightage. Over the past couple of months, I’ve gone through many articles on my positions for Chinese tech companies so I’ll go through a quick one this time of what I am seeing in the Baba’s chart….
Carnival Inc. (NYSE: CCL) – Where are we cruising towards? (The Bear Case To Watch Out For)
On the 18th October, I alerted the members in my Facebook group some technical charts for Carnival Inc. The price action is trading within the symmetrical triangle since COVID started back in early 2020 and hasn’t been able to break in or out of that triangle since. Nevertheless, we are approaching that breakout (up or…
Netflix Inc. Q3 FY21 Earnings Analysis – Share Price Soars Like The Squid Game But I am Afraid This is Peak
Netflix Inc. has been one of the stay home winners since the pandemic struck us in early 2020. If you had bought the stock at the depth of the pandemic in March 2020, you would have more than doubled your money if you held on until today. After all, what can we do during a…
Chinese Tech 2021 Regulatory Edition – The Dissection of Noisy Market Participants and How to Survive In The Noisy Environment
Here’s a trivia question. What is the most precious thing you would get your learning from as an investor or trader in a bearish market environment? The answer is noise. Noises are sound pollution that you would get in every market correction and bear market because of the increasing fear forming in the market. In…
Keppel DC REIT Has Been Correcting Despite Announcing Yield-Accretive Acquisitions. Potential $2.15 coming?
Keppel DC REIT has been one of the performing stars in the SREIT universe for quite some time since its’ IPO. Investors who are looking to buy this REIT has been given very little to no chance to add on to their shares as the company continues to shoulder on its meteoric rise in the…
Manulife REIT – Why They Are Placing Importance On ESG and Decarbonization
Just as the likes of e-commerce and cloud computing gaining traction in the structural growth opportunities, decarbonization has similar attributes that allow it to fall under the same category. I attended the ESG Sustainability seminar conducted by Manulife REIT (“MUST”) yesterday. It was an eye opening experience because of the limited knowledge I have on…
Why Did Nike (NYSE: NKE) Drop By 6% Last Friday?
Shares of Nike Inc. dropped by more than 6% last Friday after the company announced earnings for the first quarter of fiscal 2022 that disappointed investors. The company cited supply chain disruptions which include temporary forced closures of its manufacturing facilities in Vietnam and Indonesia – both countries that are still facing battle of the…
Updates on China Education & Tutoring Industry Pivoting After Regulatory Crackdown – There are Opportunities Ahead
Since the last round of regulatory crackdown for the tutoring industry, the Ministry of Education came up with a set of rules that have disallowed for profit companies to take advantage of the school core curriculum in particular for the 1st to 12th school graders on the core subject curriculum that every child in China…
These 3 Stocks Increase Dividend After the Latest Earnings
We are heading towards the end of August which means that a new month is soon ahead of us. In the past few weeks, we have seen many companies reported their quarterly earnings and it was a good time for us as investors to relook into the fundamentals of their business to see how they…