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STI 3,000 boosted by pivot investors mkt players
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WanSiTong
Supreme |
19-Feb-2014 13:08
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DBS Singapore Earnings Revision Summary Click here to download your attachment |
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demoncaster
Senior |
19-Feb-2014 11:07
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I think 50% of US billionaires are saying " SELL" while another 50% of the other US billionaires are saying " BUY" . Don't know who to follow. LOL... |
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Peter_Pan
Supreme |
19-Feb-2014 11:04
Yells: "kopi-o siu dai mai hum!" |
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是 meh? 是 meh? | ||||||||||||||||||||||||||||||||||||||||
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Octavia
Supreme |
19-Feb-2014 09:49
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GMO: " US Markets Are Not A Little Bit Overvalued ? They Are Overvalued By A Hefty Margin"The Street is always looking for short-term indicators. The January indicator is a common one: It basically says January sets the tone for the rest of the year. Or even the Groundhog Day effect, which also sent a nasty signal just recently. Clearly, these two are pointing to a sober 2014. Look, maybe these indicators work. Maybe they don?t. Trying to find a reliable one-year crystal ball is a fool?s errand. Our sober forecasts for equities, especially the broad basket of U.S. equities, have nothing to do with January pull-backs or silly little rodents seeing their shadows. Our methodology is a bit more ho-hum. Valuations are stretched. Profit margins are stretched. And given that these two have been reliable mean-reverting indicators, they are what drive our sobriety. We?re not saying the party?s over. For all we know, 2014 could post another positive year for the risk markets. There?s enough good news out there in terms of cash on the sidelines, declining unemployment numbers, U.S. as a safe haven in the event of an emerging meltdown ... yada, yada, yada. All we?re saying is that, as value investors, we?re nervous about the longer-term prospects for equities, especially in the U.S. Markets in the U.S. are not a little bit overvalued?they are overvalued by a hefty margin, especially small-cap stocks. And it is this concern, above all else, that will be driving our asset allocation decisions. Market update Momentum from a spectacular 2013 and some early positive economic news sent U.S. equities up to record highs in mid-January. Markets did an about-face, however, toward the end of the month as the Federal Reserve reminded us that the taper would not just continue but accelerate, as a weak Purchasing Managers? Index reading came from China and fears of a slowdown continued, and as emerging markets currency troubles spooked the global markets. Emerging equities (and currencies) were the worst victims, but the developed markets also felt the pinch. U.S. equity markets did indeed experience a January pull-back, with the S& P 500 Index down 3.5% and the Russell 2000® Index down 2.8%. EAFE lost 4.0%, spread pretty evenly across Europe and Japan. The real story in January, however, was emerging equities, which gave back 6.5%, as measured by the MSCI Emerging Markets Index. For fixed income, January?s hiccup ended up being good news, as yields came in modestly higher. The Barclays U.S. Aggregate Bond Index posted a solid 1.5% return, and global bonds did slightly better. Wells Fargo Advantage Absolute Return Fund Against this backdrop, the Absolute Return Fund lost 1.8% on the month. Our quality position, which has often held up relatively well in market downturns, was essentially down in line with the broad indexes. Concern about global, particularly emerging markets economic exposure, was most likely the culprit. Consumer staples?a traditional defensive sector?was one of the worst-performing areas this month, as the market perceived that slowdown outside of the U.S. would hurt earnings for these high-quality global brands. Our international value exposure did slightly better than international growth sectors, but only marginally. And both, importantly, were still down. Our emerging equities exposure was the largest negative contributor. On the fixed-income side, emerging country debt exposure hurt, but the TIPS position that we established back in July and August 2013 posted some positive returns. In addition, our absolute return strategies, the GMO Alpha Only Fund and the GMO Alternative Asset Opportunity Fund, each posted positive returns, albeit modest. By the end of January, equities represented a bit over 50% of the portfolio. We hold a diversified equity basket across quality, currency-hedged international value, and emerging, with a modest allocation to the risk premium strategy. We are maintaining roughly a 9% allocation to credit via asset-backed securities and the GMO Emerging Country Debt Fund. Treasury Inflation-Protected Securities holdings represent roughly 13%, while our absolute return sub-strategies, in aggregate, represent a bit over 27%. |
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Octavia
Supreme |
19-Feb-2014 09:45
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China Sold Second-Largest Amount Ever Of US Treasurys In December: And Guess Who Comes To The RescueWhile we will have more to say about the disastrous December TIC data shortly, which was released early today, and which showed a dramatic plunge in foreign purchases of US securities in December - the month when the S& P soared to all time highs and when everyone was panicking about the 3% barrier in the 10 Year being breached and resulting in a selloff in Tsy paper - one thing stands out. The chart below shows holdings of Chinese Treasurys (pending revision of course, as the Treasury department is quite fond of ajdusting this data series with annual regularity): in a nutshell, Chinese Treasury holdings plunged by the most in two years, after China offloaded some $48 billion in paper, bringing its total to only $1268.9 billion, down from $1316.7 billion, and back to a level last seen in March 2013! 
This was the second largest dump by China in history with the sole exception of December 2011. 
That this happened at a time when Chinese FX reserves soared to all time highs, and when China had gobs of spare cash lying around and not investing in US paper should be quite troubling to anyone who follows the nuanced game theory between the US and its largest external creditor, and the signals China sends to the world when it comes to its confidence in the US. Yet what was truly surprising is that despite the plunge in Chinese holdings, and Japanese holdings which also dropped by $4 billion in December, is that total foreign holdings of US Treasurys increased in December, from $5716.9 billion to 5794.9 billion. Why? Because of this country. Guess which one it is without looking at legend. 
That's right: at a time when America's two largest foreign creditors, China and Japan, went on a buyers strike, the entity that came to the US rescue was Belgium, which as most know is simply another name for... Europe: the continent that has just a modest amount of its own excess debt to worry about. One wonders what favors were (and are) being exchanged behind the scenes in order to preserve the semblance that " all is well" ? |
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guoyanyunyan
Supreme |
18-Feb-2014 09:30
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上 个 星 期 本 地 STI上 了 十 多 点 。 美 国 股 市 只 从 2月 4日 到 了 最 低 点 ， 新 加 坡 股 市 也 从 2月 4日 2953点 跑 上 来 。 现 在 是 3030多 点 。 这 个 好 的 表 现 不 只 发 生 在 本 地 股 市 ， 恒 生 ， 上 证 指 数 ， 欧 洲 指 数 ， 东 南 亚 股 市 这 几 天 都 往 上 走 。 总 的 来 说 ， 就 是 因 为 美 国 停 跌 了 。
海 指 已 经 从 2950跑 到 了 3038点 。 我 们 觉 得 现 在 海 指 可 能 在 2950点 到 3150点 之 间 波 动 。 如 果 到 了 3150点 要 小 心 。 如 果 跌 到 2950点 是 一 个 机 会 。 是 否 现 在 会 继 续 往 上 走 ， 我 们 要 看 美 国 。 这 个 星 期 还 是 有 可 能 往 上 走 的 。
今 年 年 头 我 上 节 目 时 又 推 荐 环 保 领 域 的 股 票 ， 也 特 别 让 大 家 注 意 Utd Envirotech。 当 时 是 80cts多 。 现 在 已 经 是 $1.25了 。 虽 然 我 觉 得 环 保 领 域 因 为 中 国 的 原 因 还 是 今 年 受 瞩 目 的 领 域 ， 但 是 这 支 股 已 经 跑 太 多 了 ， 大 家 要 小 心 。 我 现 在 在 留 意 医 药 领 域 , 特 别 是 Raffles Medical 大 家 留 意 一 下 。 几 个 星 期 前 节 目 让 我 研 究 讲 一 下 这 支 股 票 。 当 时 接 近 $3.06。 现 在 是 $3.17。 我 们 觉 得 这 支 股 票 可 做 长 期 投 资 。 因 为 Bugis会 在 开 医 院 ， 长 期 值 得 投 资 。
今 年 我 觉 得 投 资 者 要 注 意 联 储 局 是 否 在 年 底 会 要 准 备 提 高 利 率 。 目 前 来 看 ， 最 可 怕 的 是 利 率 的 上 升 。 半 年 前 ， 股 市 一 定 有 波 动 。 短 期 ， 大 家 可 以 称 这 个 时 候 做 好 功 课 ， 留 意 着 一 次 盈 利 的 报 告 ， 看 哪 一 支 股 票 好 的 再 投 资 。
我 觉 得 产 业 股 和 建 筑 股 暂 时 还 没 什 么 起 色 。 但 是 我 们 从 报 纸 都 可 以 看 得 到 ， 政 府 现 在 面 对 各 界 的 压 力 ， 房 地 产 发 展 商 ， 中 介 公 司 希 望 把 一 些 降 温 措 施 解 出 。 我 估 计 如 果 房 地 产 还 是 低 迷 的 状 态 ， 确 实 第 2季 度 政 府 可 能 会 对 松 懈 一 些 降 温 措 施 。 一 旦 这 样 做 ， 大 家 就 买 房 地 产 股 ！ Link |
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Bigmama
Elite |
15-Feb-2014 23:58
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Sti will peak this week then down it goes.
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GorgeousOng
Supreme |
15-Feb-2014 20:20
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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I like!!! "let's face the Wall of Worry calmly " Cheers!!!
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Shirleyfong88888
Veteran |
15-Feb-2014 18:26
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Green Huat Kuehs demand more than supply lo! 😊 | ||||||||||||||||||||||||||||||||||||||||
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Peter_Pan
Supreme |
15-Feb-2014 18:00
Yells: "kopi-o siu dai mai hum!" |
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Hope market next week very busy business, everyone bargain hunting here and there, demand more than supply. Possible in local market?? Lol!!! | ||||||||||||||||||||||||||||||||||||||||
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guoyanyunyan
Supreme |
15-Feb-2014 17:28
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Equities to Climb over the Wall of Worry
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bishan22
Supreme |
15-Feb-2014 11:09
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Monday huat kueh distribution again. Good luck. 
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edwinjup
Supreme |
15-Feb-2014 09:29
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Monday dow close due to president day.... | ||||||||||||||||||||||||||||||||||||||||
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KepoChicken
Master |
15-Feb-2014 08:58
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any1 mind to teach how to insert the picture here?
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guoyanyunyan
Supreme |
14-Feb-2014 22:19
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Straits Times Index 3,038.71 -0.04% -1.19  Volume:1,766.1M Value:$872.0M Gainers/Losers:213/198
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moneyplant
Master |
14-Feb-2014 15:52
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Feb 14, 2014  Slowing home sales are expected to see the value of stocks in Singapore and Hong Kong property developers fall further, according to media reports. Singapore?s FTSE Straits Times Real Estate Index and Hong Kong?s Hang SengProperty Index fell to their lowest levels for almost 18 months last week, on the back of cooling measures that have curbed property prices in both cities. Home prices in Singapore declined by 0.9 percent during the last quarter, while the Centaline Index in Hong Kong is down 4.3 percent from its previous high. Home sales in Singapore are at a four-year low while those in Hong Kong are at their lowest levels for almost 20 years. Home builders from both cities also make up eight of the 10 worst performers in the 101-strong MSCI World Real Estate Index over the course of the last 12 months. Stocks of Southeast Asia?s largest builder CapitaLand have declined by 25 percent while stocks in Hong Kong?s Sun Hung Kai have tumbled 22 percent. ?I wouldn?t buy (HK and Singapore) developers at this stage as governments? housing policies are working against them,? said Nader Naeimi, Head of Asset Allocation at Sydney-based AMP Capital Investors, in an interview with Bloomberg. Naeimi is more bullish on U.S. and German property firms, and predicts a further 15 percent fall is possible for Singapore and Hong Kong property company stocks.
Andrew Batt, International Group Editor of PropertyGuru Group, wrote this story. To contact him about this or other stories email [email protected] |
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Peter_Pan
Supreme |
13-Feb-2014 18:15
Yells: "kopi-o siu dai mai hum!" |
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Market ran out of Green Huat Kueh.. lol !! | ||||||||||||||||||||||||||||||||||||||||
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bishan22
Supreme |
13-Feb-2014 17:37
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STI again kena sai......
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guoyanyunyan
Supreme |
13-Feb-2014 17:16
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Straits Times Index 3,039.90 0.15% +4.45 
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Shirleyfong88888
Veteran |
13-Feb-2014 16:46
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Yummy!
Just taken some Huat Kuehs w Tarik :) |
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