Post Reply
441-460 of 1003
| Week of 29 July 2019 | |||||
| Institutional investors net buy (+S$21.2m) vs. (-S$64.9m) a week ago | |||||
| Retail investors net buy (+S$242.4m) vs. (-S$59.7m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 29 July | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 29 July |
| DBS | D05 | 85.7 | UOB | U11 | (32.2) |
| Singtel | Z74 | 44.3 | Keppel Corporation | BN4 | (29.2) |
| Ascendas REIT | A17U | 22.7 | OCBC | O39 | (25.6) |
| NetLink NBN Trust | CJLU | 12.7 | Hongkong Land | H78 | (16.3) |
| SGX | S68 | 12.6 | Mapletree Logistics Trust | M44U | (13.0) |
| Wilmar International | F34 | 12.0 | Sembcorp Marine | S51 | (11.2) |
| City Developments | C09 | 11.6 | Suntec REIT | T82U | (10.9) |
| Frasers Commercial Trust | ND8U | 7.0 | Jardine Cycle & Carriage | C07 | (8.9) |
| CapitaLand Mall Trust | C38U | 6.8 | Mapletree North Asia Commercial Trust | RW0U | (6.9) |
| Delong Holdings | BQO | 5.2 | Jardine Matheson | J36 | (6.5) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 29 July | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 29 July |
| OCBC | O39 | 53.1 | Singtel | Z74 | (23.9) |
| UOB | U11 | 46.6 | Delong Holdings | BQO | (8.1) |
| Keppel Corporation | BN4 | 41.6 | Wilmar International | F34 | (4.7) |
| Genting Singapore | G13 | 15.9 | DBS | D05 | (4.5) |
| Hongkong Land | H78 | 14.9 | City Developments | C09 | (4.1) |
| SIA | C6L | 14.1 | Ascendas Hospitality Trust | Q1P | (4.0) |
| Jardine Cycle & Carriage | C07 | 12.4 | Sheng Siong Group | OV8 | (3.9) |
| Sembcorp Industries | U96 | 11.6 | NetLink NBN Trust | CJLU | (2.9) |
| Sembcorp Marine | S51 | 11.2 | Dairy Farm International | D01 | (2.2) |
| CapitaLand Retail China Trust | AU8U | 8.4 | SGX | S68 | (2.1) |
| Source: Singapore Exchange | |||||
| Week of 22 July 2019 | |||||
| Institutional investors net sell (-S$64.9m) vs. (-S$216.6m) a week ago | |||||
| Retail investors net sell (-S$59.7m) vs. (-S$111.5m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 22 July | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 22 July |
| Wilmar International | F34 | 21.8 | Singtel | Z74 | (25.9) |
| OCBC | O39 | 20.3 | SATS | S58 | (19.6) |
| SGX | S68 | 13.9 | UOB | U11 | (16.8) |
| AEM Holdings | AWX | 10.6 | Mapletree North Asia Commercial Trust | RW0U | (12.9) |
| DBS | D05 | 9.8 | Yangzijiang Shipbuilding | BS6 | (12.2) |
| Genting Singapore | G13 | 8.7 | Mapletree Industrial Trust | ME8U | (11.7) |
| Sembcorp Industries | U96 | 8.1 | Hongkong Land | H78 | (10.8) |
| NetLink NBN Trust | CJLU | 7.6 | Keppel REIT | K71U | (10.0) |
| Venture Corporation | V03 | 5.3 | CapitaLand Mall Trust | C38U | (7.8) |
| Mapletree Commercial Trust | N2IU | 4.6 | Mapletree Logistics Trust | M44U | (7.7) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 22 July | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 22 July |
| SATS | S58 | 22.0 | OCBC | O39 | (35.1) |
| NetLink NBN Trust | CJLU | 10.3 | DBS | D05 | (24.1) |
| Hongkong Land | H78 | 7.2 | Wilmar International | F34 | (17.4) |
| SPH | T39 | 6.2 | SGX | S68 | (13.9) |
| SIA Engineering | S59 | 5.8 | AEM Holdings | AWX | (10.0) |
| Mapletree North Asia Commercial Trust | RW0U | 5.5 | Genting Singapore | G13 | (9.7) |
| Mapletree Industrial Trust | ME8U | 4.2 | Sembcorp Industries | U96 | (7.8) |
| StarHub | CC3 | 3.9 | Singtel | Z74 | (7.4) |
| Keppel Corporation | BN4 | 3.1 | Venture Corporation | V03 | (6.4) |
| Mapletree Commercial Trust | N2IU | 2.7 | Yangzijiang Shipbuilding | BS6 | (5.0) |
| Source: Singapore Exchange | |||||
China' s Economy Weakened Further in July, Early Indicators Show
https://www.bloomberg.com/news/articles/2019-07-29/china-s-economy-weakened-further-in-july-early-indicators-show?srnd=premium-asia
https://www.bloomberg.com/news/articles/2019-07-29/china-s-economy-weakened-further-in-july-early-indicators-show?srnd=premium-asia
The EU is reportedly stripping 5 countries of some market access rights & mdash that may impact the UK after Brexit
https://www.cnbc.com/2019/07/29/eu-to-strip-canada-brazil-singapore-of-market-access-rights-ft.html
https://www.cnbc.com/2019/07/29/eu-to-strip-canada-brazil-singapore-of-market-access-rights-ft.html
Look bad
https://www.channelnewsasia.com/news/business/bearing-brunt-of-trade-war-singapore-chipmakers-cut-jobs-11749466
https://www.channelnewsasia.com/news/business/bearing-brunt-of-trade-war-singapore-chipmakers-cut-jobs-11749466
China is getting impatient with Hong Kong..............
China says army can help maintain order in Hong Kong if requested
Read more at https://www.channelnewsasia.com/news/asia/hong-kong-protests-chinese-army-pla-can-intervene-request-11749202
Read more at https://www.channelnewsasia.com/news/asia/hong-kong-protests-chinese-army-pla-can-intervene-request-11749202
Luzern ( Date: 22-Jul-2019 14:05) Posted:
|
Humm........now Munchin is also going.......hummm.........
Luzern ( Date: 24-Jul-2019 12:30) Posted:
|
Trump' s intention is pretty obvious.......
Luzern ( Date: 24-Jul-2019 11:41) Posted:
|
Sending a Trade Hawk to China for Trade talk next week.........hum.......
The damage to the HK economy is on going................hopefully, this will not end up being too bloody.
Luzern ( Date: 12-Jun-2019 12:48) Posted:
|
| Week of 15 July 2019 | |||||
| Institutional investors net sell (-S$216.6m) vs. (-S$424.7m) a week ago | |||||
| Retail investors net sell (-S$111.5m) vs. (-S$67.1m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 15 July | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 15 July |
| DBS | D05 | 45.6 | Ascendas REIT | A17U | (31.0) |
| Wilmar International | F34 | 16.5 | CapitaLand | C31 | (27.0) |
| NetLink NBN Trust | CJLU | 10.1 | SATS | S58 | (26.9) |
| Jardine Matheson | J36 | 4.9 | Singtel | Z74 | (23.8) |
| Fortune REIT | F25U | 4.6 | SPH | T39 | (23.4) |
| AEM Holdings | AWX | 4.5 | Keppel Corporation | BN4 | (22.3) |
| Singapore Post | S08 | 4.0 | UOB | U11 | (17.3) |
| Mapletree Commercial Trust | N2IU | 3.9 | CapitaLand Commercial Trust | C61U | (16.8) |
| Sembcorp Marine | S51 | 2.9 | Suntec REIT | T82U | (13.3) |
| Hi-P International | H17 | 2.7 | OCBC | O39 | (12.8) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 15 July | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 15 July |
| SPH | T39 | 30.7 | DBS | D05 | (61.3) |
| SATS | S58 | 27.4 | OCBC | O39 | (29.1) |
| Keppel Corporation | BN4 | 13.9 | UOB | U11 | (25.7) |
| CapitaLand Commercial Trust | C61U | 5.9 | Singtel | Z74 | (21.9) |
| Jardine Cycle & Carriage | C07 | 5.3 | Wilmar International | F34 | (15.7) |
| SIA Engineering | S59 | 3.7 | SGX | S68 | (10.3) |
| EC World REIT | BWCU | 2.9 | AEM Holdings | AWX | (7.0) |
| Hongkong Land | H78 | 2.6 | Mapletree Commercial Trust | N2IU | (6.8) |
| Frasers Hospitality Trust | ACV | 2.6 | ST Engineering | S63 | (5.7) |
| Frasers Logistics & Industrial Trust | BUOU | 2.1 | Venture Corporation | V03 | (5.1) |
| Source: Singapore Exchange | |||||
| Week of 8 July 2019 | |||||
| Institutional investors net sell (-S$424.7m) vs. (-S$213.4m) a week ago | |||||
| Retail investors net sell (-S$67.1m) vs. (-S$250.2m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 8 July | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 8 July |
| SGX | S68 | 9.4 | DBS | D05 | (100.8) |
| Fortune REIT | F25U | 9.1 | Venture Corporation | V03 | (55.4) |
| Thai Beverage | Y92 | 7.9 | CapitaLand Commercial Trust | C61U | (41.2) |
| Health Management International | 588 | 6.4 | Ascendas REIT | A17U | (39.2) |
| ComfortDelGro | C52 | 5.5 | OCBC | O39 | (38.4) |
| Hongkong Land | H78 | 4.7 | UOB | U11 | (24.9) |
| Mapletree North Asia Commercial Trust | RW0U | 4.6 | Keppel Corporation | BN4 | (24.1) |
| Starhill Global REIT | P40U | 4.2 | CapitaLand Mall Trust | C38U | (20.9) |
| ST Engineering | S63 | 2.9 | Suntec REIT | T82U | (20.2) |
| SPH REIT | SK6U | 2.8 | Singtel | Z74 | (19.6) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 8 July | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 8 July |
| Venture Corporation | V03 | 45.1 | Singtel | Z74 | (32.3) |
| DBS | D05 | 13.4 | SGX | S68 | (22.5) |
| SIA Engineering | S59 | 9.3 | OCBC | O39 | (22.2) |
| Keppel Corporation | BN4 | 6.5 | UOB | U11 | (18.1) |
| EC World REIT | BWCU | 5.9 | CapitaLand | C31 | (12.2) |
| CapitaLand Commercial Trust | C61U | 5.4 | Fortune REIT | F25U | (9.1) |
| Ascendas REIT | A17U | 5.0 | ST Engineering | S63 | (8.0) |
| Mapletree Commercial Trust | N2IU | 2.5 | Genting Singapore | G13 | (7.8) |
| Yangzijiang Shipbuilding | BS6 | 2.4 | Health Management International | 588 | (7.7) |
| CapitaLand Mall Trust | C38U | 2.3 | Thai Beverage | Y92 | (7.6) |
| Source: Singapore Exchange | |||||
This is what everybody is getting wrong about the banks
https://www.cnbc.com/2019/07/15/this-is-what-everybody-is-getting-wrong-about-the-banks.html
" ......." Banks make a lot of money in [a steep yield curve] environment, and so I actually think that that is not a well understood storyline and everybody who says that a dovish Fed is bad for banks has got the wrong end of the stick. It&rsquo s the spread, and that spread is remaining high, and I think that&rsquo s good for banks, " said Sanchez.
Financials have also broken out above a key level, which could signal more highs ahead, says Bill Baruch, president of Blue Line Futures........."
https://www.cnbc.com/2019/07/15/this-is-what-everybody-is-getting-wrong-about-the-banks.html
" ......." Banks make a lot of money in [a steep yield curve] environment, and so I actually think that that is not a well understood storyline and everybody who says that a dovish Fed is bad for banks has got the wrong end of the stick. It&rsquo s the spread, and that spread is remaining high, and I think that&rsquo s good for banks, " said Sanchez.
Financials have also broken out above a key level, which could signal more highs ahead, says Bill Baruch, president of Blue Line Futures........."
Lighthizer, Mnuchin spoke with Chinese Vice Premier Liu He on Tuesday
https://www.cnbc.com/2019/07/09/lighthizer-mnuchin-spoke-with-chinese-vice-premier-liu-he-on-tuesday-official.html
..................................................................................................................
And it so happened that Powell testimony is tonight.
https://www.cnbc.com/2019/07/09/lighthizer-mnuchin-spoke-with-chinese-vice-premier-liu-he-on-tuesday-official.html
..................................................................................................................
And it so happened that Powell testimony is tonight.
Correction.....Powell taking tonight. 
Luzern ( Date: 09-Jul-2019 16:05) Posted:
|
Powell taking this wed and thurs.
And
And
U.S., China to relaunch talks with little changed since deal fell apart
https://www.reuters.com/article/us-usa-trade-china/u-s-china-to-relaunch-talks-with-little-changed-since-deal-fell-apart-idUSKCN1U40EQ| Week of 1 July 2019 | |||||
| Institutional investors net sell (-S$213.4m) vs. (-S$54.1m) a week ago | |||||
| Retail investors net sell (-S$250.2m) vs. (-S$322.3m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 1 July | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 1 July |
| CapitaLand | C31 | 41.6 | DBS | D05 | (137.8) |
| Suntec REIT | T82U | 19.4 | OCBC | O39 | (52.4) |
| Vibrant Group | BIP | 12.2 | UOB | U11 | (29.9) |
| Mapletree Logistics Trust | M44U | 10.6 | Venture Corporation | V03 | (18.0) |
| Mapletree Industrial Trust | ME8U | 9.5 | Yangzijiang Shipbuilding | BS6 | (16.1) |
| CapitaLand Commercial Trust | C61U | 7.8 | Sembcorp Marine | S51 | (15.8) |
| Keppel REIT | K71U | 7.1 | United Engineers | U04 | (13.4) |
| NetLink NBN Trust | CJLU | 6.4 | Keppel Corporation | BN4 | (12.9) |
| SPH | T39 | 5.9 | Singtel | Z74 | (9.3) |
| SIA Engineering | S59 | 5.7 | Genting Singapore | G13 | (8.7) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 1 July | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 1 July |
| DBS | D05 | 39.9 | Singtel | Z74 | (53.8) |
| Sembcorp Marine | S51 | 16.6 | CapitaLand | C31 | (46.1) |
| United Engineers | U04 | 13.3 | OCBC | O39 | (24.0) |
| Genting Singapore | G13 | 8.2 | UOB | U11 | (22.8) |
| Cromwell European REIT | CNNU | 5.3 | Wilmar International | F34 | (14.2) |
| Venture Corporation | V03 | 4.7 | ST Engineering | S63 | (13.5) |
| Mapletree North Asia Commercial Trust | RW0U | 3.2 | ComfortDelGro | C52 | (13.0) |
| Mapletree Commercial Trust | N2IU | 2.1 | Keppel Corporation | BN4 | (12.3) |
| Bukit Sembawang | B61 | 1.3 | Vibrant Group | BIP | (12.2) |
| Sino Grandness | T4B | 1.3 | SPH | T39 | (12.0) |
| Source: Singapore Exchange | |||||
As with the general market, the 1st wave.of rises is powered by a change in Fed stand. The next wave of positivity generated by the US China G20 meet. Since.then, Fed and US China trade generated positive sentiment have diminished, ie, markets were overly optimistic. IMO
A Near Default in China Gives Bond Hedging Sellers Jitters
Bloomberg NewsJune 4 2019
-
Beijing Orient& rsquo s bondholders gave waivers on its two bonds
-
Sales of risk hedging instruments are already slowing in May
https://www.bloomberg.com/news/articles/2019-06-03/a-near-default-in-china-gives-bond-hedging-sellers-the-jitters
.......................................................................................................................
China is definately not behind US in Financial Instrument Creativity....................................
Banking is one of the last frontier for " Disruption" .................. Worst case scenario, ....If suay suay got a very aggresive challenger, then impact can be quite jia lat. Think of what happened in the India Telcom market.........