Thursday, 25 August 2016

25 Aug 2016广播电台Daniel Loh 访问 (原稿):美国股市出现下滑警讯!

·        美国股市出现下滑警讯!



道琼斯昨晚闭市在18481点,跌了65点。这个小跌幅也是因为一些华尔街的投资家想在星期五之前先套利。因为这个星期五,联储局将会在美国一个地方Jackson Hole开一个一年一度重大的会议。这联储局会议最重要的议题就是利率未来的走势。

有一些投资家认为耶伦可能会利用这一次的会议跟大家宣布利率有可能会在9月份增加。因此我鼓励大家这两天就暂时避开市场。我们看星期五晚上耶伦到底说什么。

我们曾经有提过暂时我们不鼓励大家留意美国股市因为已经指数已经非常高了。这一个月美国股市都一直在很狭窄的400点徘徊。这也说明股市似乎有很大的压力,爬不上多少了。如果现在进场反而风险大。

我的判断是美国股市这一到两个月内要小心。大家要注意几个事件。这个星期五耶伦Jackson Hole的谈话,下个月920日联储局的利率会议,下个星期五的非农业就业报告都很重要。

除此之外,大家也一定要留意苹果在912日那一周产品发布会过后的股票表现。我担心如果发布会苹果的新产品假设没有预期设想的还要好的话,苹果股价可能会下滑。这个也会带动科技股整体下滑,毕竟许多科技股最近都在历史高点的价位了。

从图表技术来看,这几个星期都一直出现一些警讯了。特别是这个8月道琼斯已经有两次有3个红蜡烛的出现,也就是说指数连续3天掉。这是一个指数出现疲弱要休息的征兆!短期投资的朋友大你看要不要套利先。毕竟美国股市也会影响新加坡。

但是整体来说,我还是觉得美国股市和经济还是很健康。如果股市回调下滑是一次非常好进场的机会。原因是股市跑的相当多,需要休息一下。


英镑值得投资

我不知道大家是否有留意货币。我这几个月是蛮看好英镑的走势。大家都知道英国脱欧一个星期内掉了2000多点。但是自从那一天,英镑就非常抗跌。最近价格有一点起色。我的看法是英国真正脱欧可能也要2-3年的时间。我认为暂时英国的经济还是相当稳定。我觉得大家可能可以乘现在英镑便宜多注意一下。


·        新加坡股市等待机会买便宜

海指现在是2870点。从整体来看,我们认为今年海指会在2700-3000点之间徘徊。现在的海指正好在这个范围的一半,2850点左右。但是由于我们觉得美国股市已经在高价位,如果美国在这一两个月下滑,可能也会带动海指下滑。

我们鼓励暂时大家避开股市等待机会。如果海指有机会跌到2700-2750点,那是最理想不过的。大家到时候一定要进场。我们判断美国9月或10月会有一个调整,到时候大家可以再乘机进场。


·        香港股市和中国股市表现不错 - 建议投资中国银行股

香港恒生指数最近相当活跃好玩。自从欧洲脱欧的那一天,恒生就从19600点跑到现在23000点。除了美国股市正面的影响,中国的深港通的实施也带来正面效应。816日当深港通宣布的时候,上证指数也到·达了3140点。


当然深港通预计将于今年四季度正式通车。我觉得到那个时候,大家可以留意一些中国的银行股。我们一个月前其实在节目中有提过。留意一些跟政府有关的中国银行股。最近中国银行股的表现确实不错。我觉得从现在到年底,只要银行股下滑的话,都是机会进场。这个直通车会间接让银行股收益。


Thursday, 28 July 2016

28 July 2016广播电台Daniel Loh 访问 (原稿):美国股市不要追高,新加坡股市可以留意石油股!

·            美国股市不要追高,等待机会!

道琼斯昨晚闭市在18472点,没什么涨或跌。昨晚联储局决定不增加利率,发表他们短期不认为美国有什么经济的危险。很多分析师觉得美国在9月份有可能增加利率。我的看法是因该不会。

大家不要忘记联储局主席耶伦是民主党的人(Democrat)。作为民主党的人,她一定要帮助希拉里当选。其中一个方法就是故意推股市到历史高点,让人民开心一下。最近民主党全国委员会有一些邮件的风波,被媒体说设计造假,因为他们只想希拉里当选。这个事件也照成他们的领导人被逼下台。所以大家看的到,民主党会不惜一切帮助希拉里当选。我不认为9月利率会增加。耶伦在9月,大选前两个月也因该不想股市下滑。

那作为投资家我觉得这就是机会。如果股市接下来有哪个月掉的话,我都觉得是一个好机会进场。耶伦现在的工作就是希望股市保持在高点。

美国公司这个月也纷纷公布许多业绩报告。整体来说,我觉得报告都非常乐观。美国几乎每家大银行Citigroup, JP Morgan, Bank of America, 或高盛的业绩都比分析师预测的来的好。昨晚苹果公司公布的业绩也相当不错。

话说如此,我们觉得美国股市已经在高点。道琼斯指数已经在历史高位。我认为短期投资家可以乘这个高点套利,等待股市下滑。接下来不管有什么恐慌驶到股市下滑,我觉得都是好机会进场。

美国股市今年怎么下,会怎么上回!


·            新加坡股市可以留意石油股!

我们两个星期前在节目中有提过海峡指数有望继续涨到2950-3000点的范围。但是我们也预测2950-3000点是今年海指的阻力区。我们提醒大家到了这个点位一定要小心谨慎。结果真的股市就在几天前到了最高2959点。这几天大家都看的到股市有些疲弱。

今天海指也跌了22点到2920点。我觉得海指毕竟从一个月前的2703点跑了接近250点,可能要休息一下。大家可以得话,短期投资的朋友鼓励开始套利。假设这几个月有机会下滑可以再进场。这是我对股市整体的看法。

但是如果要具体研究,最近不是每个领域的股票都有跑。可能今天我们研究一下。

1) 石油股:

  如果谈到石油股,一定要谈到石油指数的价格。一个月前我们提过今年下半年石油阻力就在$52-$55。只要石油靠近这个数字,大家一定要避开石油股。真的一个月前,当石油碰到$52就一直跌倒昨天的低点$41.50。石油股的比如Ezion从最高$0.53跌到最低$0.33。许多石油股也跌了下来。

但是我们两个星期前也呼吁大家如果石油跌到$40-$42, 大家又可以留意石油股,因为我认为石油在40-42有很强的支持,有可能会反弹。结果昨天真的跌进了40-42的区域。我就觉得因为石油股已经跌了这么多,整体上我觉得大家可以开始留意石油股。万一石油反弹,石油股表现可能会比其他领域来得好。



2) Reits房地产信托基金:
     
      我们这几个月都一直鼓励大家看Reits。原因是只要利率不怎么上,欧洲一直出现政治不稳定的问题, Reits可能就收益。特别是零售业和医疗方面的Reits。在经济不好的情况,这两种Reits会比较抗跌。Reits的最大好处是他可以每年稳定给大家一个相当高的股息。新加坡的Reits平均一年可以给大家7.25%的回报。这个回报绝对比我们放在银行拿利息还要好,大家不妨考虑。

3) 银行股:

  我觉得银行股这一个月的表现相当不错。但是银行股的走势其实跟海指是一样的。如果海指涨,银行股也涨。但是因为现在海指已经碰到高点,我觉得短期还是避开银行股。



整体来说,我觉得海指已经在高点。大家现在投资股票要比较谨慎。不要追高。就算要投资,最好选择一些最近没什么涨的领域,比如石油领域,会比较理想。

Wednesday, 27 July 2016

Is it time to buy Crude Oil Stocks now???

Dear Friends,

Recently Crude Oil indeed corrected strongly as anticipated. A lot of crude oil stocks like Ezion and Ezra dropped drastically. Keppel Corp and Semb Marine looks dead too. A lot of retailers begin to ponder on the situation of crude oil and the oil stocks.

We did mention in an interview in June about our concern when Crude Oil reach a high price of $52. We ask everybody to sell crude oil stocks in the short term as we anticipate the reversal.

Check out the interview on Daniel Loh by Sharesinvestment below in June:


We mentioned 1) Crude Oil has a selling zone between $52-$55 this year
                        2) Avoid Buying Oil stocks when crude oil this year when price reaches the selling zone.

But guess what?? Today we think that crude oil may have dropped into the accumulation zone now, which is between $40 - $43.

We are looking to accumulate and buy some good oil stocks that have dropped recently!

See the chart of crude oil price below:


We think that crude oil may have entered our buying zone, and a strong support area, and we are looking to slowly accumulate some oil stocks gradually!

Our recommendation is you don't have to sell your oil stocks now. For those who wishes to accumulate, do it gradually by buying a bit to test the water. If indeed it goes up, accumulate again.

If you would like us to give a market outlook on what oil stocks to look out for, do come for our free seminar by Andy Yew this week!

Rgds
Daniel Loh
www.danielloh.com


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FREE Singapore Stock Seminar by Andy Yew


Topic:  What are the Crude Oil Stocks and Singapore stocks to watch out for as STI breaks 2900?

What you will learn:

 What are the Strong Crude Oil stocks to watch out for if crude oil rebound? 
 What is the Best Performing Sector of the month? 
 What are the Good Singapore Stocks to watch out for as STI breaks 2900?
 What is the SAFEST WAY to buy into a stock that is on an uptrend?

 Discussions on stocks that you want to see or are of concern now

Dates: (Choose one)

28 July 2016,Thursday  (English) 7pm - 9.30pm or
29 July 2016,Friday        (华文)      7pm - 9.30pm or

4 Aug 2016,  Thursday  (English)  7pm - 9.30pm or

Venue: 

10 Anson Road, International Plaza 
#34-07 
Singapore 079903
( Nearest MRT Tanjong Pagar )


Fee: Free

Speaker: 
Mr. Andy Yew (DL Investment Singapore Stock Trainer and Popular Remisier)

Limited Seats 

To register :  pls click here




Picture of Andy Yew being invited by SGX and Radio Station FM958



To register :  pls click here



Monday, 11 July 2016

3 Reasons why you must not miss out on China Property Stocks Run this year! && FREE Seminar by Daniel Loh

1)     China Property Prices Rising Crazily!

If you are looking for a property market that is vibrant, then the Chinese property market is one place you cannot miss. 

According to the latest data on house prices for March, the 100-cities index rose 7.4 percent year-on-year and 1.9 percent month-on-month, the strongest month-on-month increase in the index’s history.

Last year, prices in Shenzhen went up 52%! 52% in one year is a crazy return for properties, anywhere in the world! Shanghai went up 18%, Beijing 10% last year.


(Source from Bloomberg News in 2 March 2016)


2)     Government Stimulus Measures is fuel to property prices and they aren’t finished yet!

There are basically a few stimulus measures that China government are implementing that fuel the rise in property prices last year, especially in the first tier cities like Shenzhen, Shanghai and Beijing.

Chinese government consistently print money to help the economy, which will benefit China property given the lack in confidence in stocks now. They are also decreasing interest rates and the bank reserve requirement.

Fear of a devalued Chinese currency and restrictions on the movement of money out of the nation will also encourage investors to invest in properties


3)    Flexible Local Government Easing Policy

One of the key factors affecting the property market is the intervention from the local government through regulations.

Tier 1 city governments recently have introduced measures to cool the property market. However Tier 2 and Tier 3 cities are having totally different policies. Local government in these cities instead are trying to stimulate the property prices and allow easy credit.

And this can only mean one thing!


Tier 2 and Tier 3 city property prices will start to get red hot soon! Property investors who make his money in tier 1 city might start to look at tier 2 and 3 which have not run yet. Property Developers who are already in Tier 2 and Tier 3 city will benefit.


If you would like to know which China related property stock that is fundamentally strong, join our free seminar below:

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FREE Investment Seminar by Daniel Loh

<<What are the China Property related Stocks to Look in 2016?>>


What you will learn

1) The Secret of how property prices moves in a country

2) What are the recommended Singapore listed China-property stocks to look at for 2016?

3) What are the indirectly-related stocks or index to look at when China property price surge?

4) Is China economy and stock market at its Bottom?

5) How do you make money consistently from the stock market every month?

Dates:
12 July  (Tue)        English session   Time: 7pm-10pm  


Venue:
International Plaza, #34-07, 10 Anson Road, S(079903)
Tanjong Pagar MRT, Exit C



Speaker: Daniel Loh

Regularly interviewed by Mediacorp FM958
Regular interviewed by Mediacorp Channel 8 Financial Programmes
SIAS investment trainer
Invited speaker for Phillip Securities
Invited speaker for Affin Investment Bank
Invited speaker for OCBC Securities
Invited speaker for Shares Investment
Invited speaker for Shareinvestor


To register pls click here 
http://www.danielloh.com/2011/12/registration-form.html


Saturday, 2 July 2016

FREE Singapore Stock Seminar by popular remisier Andy Yew


What are the Singapore Stocks that show Big Players Now?

Post Brexit, Singapore Stock market has gone crazy, rising 140 points in just 3 short days. All Bad news has priced in! It is time to pick up some stocks that have shown great momentum, stocks which show Big Players are buying. 

Recently stocks like Japfa and CNMC Goldmine has been terrific and driven by lots of buying. This run did not occur because of retailers buying. BIG Players are in these stocks!



Come and Join Mr Andy Yew, Singapore's top notch popular remisier to find out what are the Singapore Stocks that show Big Players!

What you will learn:

 What are the Recent Singapore stocks that show Big Players Now? 
 Learn the Best Performing Sector of the month (This will help you to strategize and know what sector to zoom in on to minimize time spent)
 How do you identify correctly the trend of the stock so as to know precisely when to exit a trade when trend change
 How do you leverage on CFDs to short stocks that are bearish now (Understanding this will enable you to make money even in a bearish market)

 Discussions on stocks that you want to see or are of concern now

Dates: (Choose one)

5 July 2016,Tuesday      (华文)        7pm - 9.30pm or
7 July 2016,Thursday    (English)   7pm - 9.30pm or

14 July 2016,Thursday (English)    7pm - 9.30pm or
15 July 2016,Friday       (华文)         7pm - 9.30pm

Venue: 

10 Anson Road, International Plaza 
#34-07 
Singapore 079903
( Nearest MRT Tanjong Pagar )


Fee: Free

Speaker: 
Mr. Andy Yew (DL Investment Local Stock Trainer)


To register :  pls click here



Thursday, 30 June 2016

30 Jun 2016广播电台Daniel Loh 访问:美国股市根本不把Brexit放在眼里!我们该投资什么?

·      


  美国股市根本不把Brexit放在眼里!

  道琼斯昨晚闭市在17694点,涨了284点。

我还记得上一次我在节目中一个月前有提过623日英国投票离开欧盟前,大家投资要小心。但是如果股票大掉,我有提到是一个机会进场,相信股市会反弹。结果真的投票那一天,全世界股市几乎崩溃了。日本日经指数一度下滑1500点,恒生指数下滑1000点,新加坡海指下滑60多点,美国下滑600多点。英镑下滑2000多点。股市似乎疯了。

但是大家要记得这是一大机会进场!这两天大家都看的到股市又回来了。道琼斯这两天涨了550点。新加坡海指从3天前2703点最低涨到现在2840点,涨了140点。

我觉得股市还有机会上升。大家现在还可以乘机进场。

今天我想提一下我对英国脱欧Brexit 的看法:

1) 我觉得英国脱欧对股市是好的影响,不是坏的影响。英国这一离开照成欧盟局势不稳定。我认为到十一月美国利率很有可能保持,不上升。利息不上倒是会帮助美国股市再次创历史高点。

特别是当英国央行已经说明接下来英国利息一定下降。如果很多国家还是保持降息的状态,美国应该不会升。大家也知道美国十一月有大选。我相信联储局主席耶伦在大选前一定希望帮助民主党的希拉里-克林顿当选。原因是耶伦也是民主党的人。我相信耶伦可能希望把股市拉高,经济搞好,这样克林顿当选的机会就比较大。

2) 长期来说英国脱欧能使这个牛市可能走得更长远。我相信这两年大家会陆陆续续看到不同欧洲国家也来一个公民投票看要不要离开欧盟。我知道这两周几个欧盟国家反对党的声音现在是越来越大声。比如意大利、西班牙、冰岛和奥地利都在讨论要不要有公民投票。

我觉得欧洲每次来一个全民投票都会产生不稳定。但是股市就是这样。有问题牛市就会走得更长久。如果没问题股市每天跑,牛市的周期就会更短暂。我的看法是每次欧洲公民投票前,卖掉股票。股市如果大跌了,再去买。欧洲越多问题,美国将获利。钱将跑都美国去。



最近索罗斯呼吁大家投资黄金作为避险的工具。我认为如果大家也对经济没有信心,可以像索罗斯一样,考虑投资贵金属Precious Metal。但我觉得白银Silver 会比黄金还来的好。因为白银价格比较低,回报可能比黄金来得好。大家可以考虑投资美国上市的白银指数股ETF。代号名称是SLV

·        
   新加坡股市3大投资建议!

我们一个月前在节目中有提过海指在2700-2730点有一个很强的支持。大家在这个点位留意一下。结果真的英国公投过后,海指掉到了最低2703点就反弹。我觉得海指还有可能在来临几个星期往上爬,鼓励大家要留意股市,选择一些好的股票,有前景,有成长潜能的股票来投资。

但是我也要让大家知道海指如果接下来几个星期跑到2950-3000点一定也要小心。2950-3000点是海指的阻力区。简单说今年下半年,如果海指靠近2700点,大家准备买,靠近3000点大家准备卖。

在这我要提3个投资建议

1) 这几个星期尽量避开投资石油指数和跟石油有关的股票。我认为石油在$52-$55会遇到巨大的阻力。其实我一个月前也提过。石油价格几周前到了接近52真的好像碰到电压棒,被电下来掉到46。我们的判断是石油的价格今年下半年会在接近$40$55之间徘徊。大家也会看到石油股上上下下。石油在$50以上,石油股尽量避开。石油跌倒$40可以再买进石油股。

2) 我还是蛮看好STI这几周的表现。我认为有可能迈向2950-3000。短期我认为大家可以留意银行股或者STI的指数股STI ETF。但是海指到了2950-3000点也要小心。

3) 由于这几个月利率可能不会上,我觉得大家也可以留意Reits。特别是Retail零售业和Healthcare医疗保健方面的Reits。在经济不好的情况,这两种Reits会比较抗跌。


·        看好中国 - 中国银行股值得看!


我是相当看好中国股市下半年的表现。现在上证指数是在2920点左右。我觉得下半年中国经济可能见底。我认为中国股市就算跌也跌不多了。因此鼓励大家留意一些中国的银行股。

从图表中,我们发现中国银行股出现圆形底 Rounded Bottom 的形状。这种图形是一个好的现象。大家可以留意中国银行股。