Thursday, 15 November 2018

Radio FM958访谈 2018年11月15日:世界股市展望 - 现在是熊市吗?


·        美国股市担心苹果业绩,巴菲特却大胆投资!

道琼斯昨晚闭市在25080,掉了205点。在这1011月道琼斯的波动都相当大。有很多投资朋友开始怀疑熊市是不是已经来临了。我的答案是还没有。这个跌幅反而是好时机进场。大家不用太担心。
那昨天为什么道琼是跌了200点,标普500跌了20点?原因是美国苹果公司股价跌了2.8%。苹果是全世界市值最大的公司。他在标普500Nasdaq指数的比例相当大。这几天跌下来也是因为技术上的调整。华尔街担心他的iphone销售量不会比预期好。
我认为大家不用担心。苹果的股价在$180左右会有一个很强的支持。现在是$186。另外苹果通常在第4季度业绩都会有相当好的成绩因为季节性的关系。感恩节,圣诞节。很多人都会掏腰包去买苹果的产品。华尔街越不觉得业绩达标,他的业绩越达标。

大家也要知道,这几天巴菲特还在进场买苹果的股票。不愧是股神,他只乘股价大掉的时候才进场。最重要的是巴菲特这几个星期也买了很多银行股,JP Morgan,大概3.5亿。巴菲特已经给我们一个暗示。银行股值得投资。

因此我认为大家不用担心美国的股票。我认为美国经济和股票都还相当健康。有几点为什么我认为不错:
1)美国的失业率已经到达这20年的最低点,3.7%。也就是说在特朗普的就业政策其实已经奏效了。越多人工作,消费能力越强。
2)美国买股票最好的季节就是11月,12月和1月,因为是节日的关系。越多人工作,越多人买东西。我相信美国公司在1月的第4季度业绩成绩一定很漂亮。
3)股市在这一个月已经跌了。标普500已经跌了11%Nasdaq已经跌了13%,很多科技股在美国都跌了20%。如果科技股每天跑,我还担心。但既然都已经调整了,我认为该是捡便宜的机会。
总结:我认为股市还是相当健康。我们因该乘这个大掉的时候进场投资。大家不用担心熊市,熊市还没到。

·        新加坡海指3000点有巨大支持,怎么跌、怎么长!

现在海指是接近3043点,今天没涨也没跌。

从技术图表分析来看,海指的支持点就在3000-3050点。我们曾经在节目中有说过3000点就是海指今年非常强的支持。3000点以下都值得投资。指数怎么掉,很快的就会回来。接下来几个月,如果美国股市走高,我忍为会带动新加坡股市走高。

目前在新加坡我们比较看好的股票有ST EngineeringYang Zi JiangStarhub。他们最近的业绩报告都相当不错。



·        中国股市11月底会被特朗普拯救吗?

一个月前我们有说过上证指数可能会跌到2400-2450点的支持。真的上证在1019日跌到这个点位2449点就反弹了。今天上证是2650点,今天涨了18点。目前短期来说上证在2700点有一个阻力。

我们就看是否贸易战的问题是否可以在十一月底可以解决。特朗普会在11G20会议跟习近平见面。最近也有一些乐观的新闻贸易有机会解决。我们就看如何。解决了股市就要大涨了。



·        香港恒生腾讯业绩达标值得留意!

香港股市现在是25645点左右,今天跌了8点。恒生现在的点位因该在24000点到27000点左右。腾讯Tencent 昨天公布相当好的业绩报告。股市这几个月因为贸易战的关系,从高点已经跌了40%。值得留意。

Thursday, 26 July 2018

958访谈 2018年7月26日:欧美贸易战美国胜利驶到股市大涨!买什么?


·        欧美贸易战美国胜利驶到股市大涨!

道琼斯昨晚闭市在25414 点,涨了172点。
一个月前我们曾经在节目中有说过,道指在24100点的时候大家一定要投资,是捡便宜的机会。果然,道指从当时候从24100点已经跑了1300点。Nasdaq指数这两周也创下了历史高点。新加坡海峡指数也跑了上来,又超过3300点了。一切似乎都按照我们的投资计划。
昨晚道指闭市前半小时猛涨200点。原因是因为美国总统特朗普与欧盟委达成一致,以避免欧美贸易战。欧洲答应买美国大豆和美国的天然气。美国也答应不会增加欧洲进口汽车和钢铁的关税。
其实这是特朗普的一大胜利。欧洲现在答应买美国更多产品,但是美国只是答应把一月刚刚执行的钢铁关税拿掉。可见,这个协议只有一个赢家,就是美国。虽然很多人不喜欢特朗普,但是无可否能,特朗普确实是一位顶级的谈判高手。

中国也会对美国妥协 - 买贸易战已大跌的指数和股票!
接下来我相信,中国也将在贸易谈判桌妥协。加拿大和墨西哥也一样。我很有把握中国一定会让步。不让步,中国的损失更大。大家都看的到,自从中国和美国宣布贸易战,中国股市掉得一塌糊涂,比美国还要惨。从年头的3600点掉到2700点。中国公司的业绩亏损也比美国公司来得多。再继续,中国的经济将更糟糕。
也就是说,在中美贸易协议还没达成之前,我鼓励大家投资因为这贸易战而大掉的股票和指数。
比如大豆的指数,或中国的网际网络公司。这些都已经大掉了。贸易战解决,他们很可能会跑回来。

美国银行股业绩表现非常好 - 有望带动全世界银行股下半年回调!
两周前我们也提过,一定要留意接下来美国银行股的业绩表现。美国银行股很多已经公布了业绩报告,大多数都比预期来的好。自从年头,全世界银行股的表现都不怎么好。美国银行股都滑落。新加坡也一样。但是我认为因为美国这个季度的表现相当好,从现在开始,大家一定要留意银行股。
美国银行股比如:美国银行,Bank of America,JP Morgan Citigroup 都值得看。新加坡银行股也一样。不要忘了,接下来半年美国还会增加利息两次,这一定会为银行股带来更多利润。
我的看法是美国的经济数据与公司的业绩数据还证明美国的经济还是相当健康。任何的滑落我都认为是捡便宜的机会。大家不用太担心。

·        新加坡海指又站上3300点 - 有望跑到3450点

现在海指是接近3300点,涨了大概4点。两个星期前当海指在3250点的时候,我呼吁大家一定要投资海峡指数。我说过如果担心,投资一点测试水温。我的看法是3300点以下都叫做超跌了,是捡便宜的机会。果然,很快的,海指又跑回3300点以上了。

这就是投资,每当跌多了,大家就要买,涨多了,大家就要小心。

两个星期前我们有提过因为ABSD的关系,房地产公司大掉。但是我们判断短期会反弹。确实房地产公司都开始恢复,很多这两周都涨了5-10%

另外我呼吁大家一定要看新加坡的3支银行股。美国银行的业绩表现相当不错,我认为有可能新加坡的银行股表现也会不错。当然新加坡银行股的业绩还没出来。我的观点是如果银行股的业绩也不错,可能这个季度银行股的价格会回调。

用图表分析,我认为海指还有机会往上升。海指的下个阻力在3450点,有机会到达。


·        中国上证指数猛涨200点,还值得留意!

两个星期前,当中国上证指数在27002800点的时候,我说过上证指数是我最喜欢的指数。因为已经超跌了。我还鼓励大家要投资上证指数或中国的银行股。今天上证指数已经跑到了接近2900点了。我认为还有机会往上升。

特别是当中美贸易协议还没谈妥前,我都认为是机会!中国网际网络公司都是我非常留意的领域。

我认为上证指数中期还是有可能回到3200点以上的。

香港股市现在是28780点左右,今天跌了140点。我看好恒生指数。跟上证一样,我认为已经超跌了,值得留意。




周末愉快
Daniel Loh

Input your friend's email on www.danielloh.com to receive daily Tips and Live updates on Market
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Wednesday, 25 July 2018

Investors Take Note! Time to Look at All Banking Stocks in 2nd Half of 2018!

Dear Friends,

If some of you keep track of Banking Stocks all over the world, you probably will have notice that Banking stocks have not been performing well ever since January!

US banking stocks like JP Morgan has dropped from US$119 to around US$100. Citigroup has dropped from US$80 to US$64.

European Banks like ING group has dropped from US$20 to around US$14. Deutsche Bank has dropped from US$20 to US$10!

Even Singapore Banks like OCBC has dropped from S$14 to S$11 in just 2 months. UOB has dropped from S$30 to S$26 in 2 months.

So have the Banks lost its luster?!

Not really...

**** In fact to know whether the banks will be doing well, all you need to do is study the Earnings announcement of US Bank Earnings.

Last week, a lot of US Banks declared tremendous earnings that beat Earnings Estimates!

This is a show of Great strength and Comeback!

It is time to take note of Banking Stock again 2nd Half of 2018!!

Out of all the Banking Stocks, I like European Banks the MOST! 

Reason being it drop the most over the last 6 months.

Tomorrow Deutsche Bank (Symbol: DB) will issue its Earnings. I am looking to see if this Germany Bank is making a comeback. 

This stock has dropped 50% since the start of this year! Looks really tasty to me...



If it is, I will be poised on invest some European Banks like ING Group (Symbol: ING) - My favorite Banking stock in Europe.

(P.S. European Banking Stocks can be bought in US Exchange if you have access to US Stock Quotes, I will be posting results of European Banks like Deutsche soon)


Rgds
Daniel Loh

Input your friend's email on www.danielloh.com to receive daily Tips and Live updates on Market
Add us on Facebook: https://www.facebook.com/DaniellohInvestmentGroup/










Congratulations if you follow our call on US stock Coherent - Making US$10,780 profit, 40% return in 1 month!!

Dear Friends,

Did you follow our last call on Coherent, a US stock I am aiming to bottom exactly at US$150. This stock has dropped from US$329 in January to US$150 recently!

If you have, Congratulations!

Check out on our last article tip on this stock when it was at $152, when we issued a buying call on 27th June 2018.

Last article: http://danielloh.com/2018/06/us-stock-tip-coherent-cohr-is.html

Today the stock price has risen to US$170, where our first target of US$167-$170 is reached.














What I did was I bought some Coherent stock options,

with a Total capital of US$27,720.

Total profit is US$10,780, 40% return in 1 month!






This is the beauty of learning how to trade!

I always believe TRADING is a skillset that can create a Bonus income for you every month, all you need is have the correct Skillset and Method!


(P.S. If this stock can break above $173, it has potential to go to my 2nd target profit of US$197-US$200)




Rgds
Daniel Loh

Input your friend's email on www.danielloh.com to receive daily Tips and Live updates on Market
Add us on Facebook: https://www.facebook.com/DaniellohInvestmentGroup/





Thursday, 28 June 2018

958 Interview June 28, 2018: Wallstreet is just using "Trade War" as an Excuse for the Fall! (Translated to English using Google Translate)

         Wallstreet is just using "Trade War" as an Excuse for the Fall!

Last night Dow Jones fell 165 points to close at 24,117.
In the last 2 weeks, US stocks fell nearly 1400 points. The trend is relatively weak.The biggest culprit seems to be "trade war". Two weeks ago, Trump implemented the tariffs on $50m worth of China Imported Goods In fact, please note that this is nothing new.
As early as months ago, Trump already announced plans to implement the tax tariffs,.The stock market has already tumbled hard because of this trade war issue. The only difference is that Trump starts the implementation only two weeks ago.

My opinion is that this US stock market drop is not really because of Trade War. The biggest reason is because it has risen too much !
Just two weeks ago, many US stocks have hit a new high. Example: two weeks ago, Apple's stock price rose to $194 all-time high price. Now it falls back to $184 Two weeks ago, Microsoft's share price rose to $102 historical high price. Now it falls to $97 
In fact, the biggest reason of the drop is because a lot of US stocks have hit record high price. This pullback is normal!
It just happens there is this Trade War news that happened. It became an excuse for the market correction. 
The volatility in recent days aren't as high as that in March this year. If you remember in March the market reacted violently to the trade war fears. More so than now. At that time, DOW can easily drop 400 to 500 points in one single trading session.
More importantly after the drop in March, many technology stocks still climbed to record high price two months later. This is resilience.
My view is that the US stock market is still quite healthy. After a while, everyone will forget this theme about trade war again.
Do not miss this chance to invest! 

        reasons why I'm optimistic about the US stock market

1) US companies will start to report 2nd quarter earnings next month - When many companies report earnings, Wall Street focus will slowly shift from the international political scene to companies earnings. This trade war news will soon be forgotten.
2) US companies earnings this year will be fantastic - This is because of the US tax cut policy. US companies earnings growth this year is projected to increase 30-40%  because of the tax cuts. Many US companies earnings reports will be excellent. I wouldn't worry too much about the upcoming 2nd quarter earnings. Please remember that when we invest in stocks, the most important word is "EARNINGS". Other news such as trade war are merely noise. Do not be distracted!
3) US economic data is very healthy - The unemployment rate in June has dropped to 3.7% This is the lowest unemployment rate in the last 20 years. That shows that the job market is very vibrant. Data on manufacturing report also shows better numbers than expected.
4) Looking at charts, Dow Jones has found a very strong support at the 200day Moving Average - Whenever DOW drop to the 200 -day moving average, chances of a rebound is always high.
Please remember that in investment, we should always buy low and sell high. If stocks run everyday, i will be worried of investing. But if stocks drop, I will be looking to invest. This correction recently provide us with this chance to BUY!

·       Singapore stock market is an investment opportunity - Look at Banking and Oil Sectors

Today STI is 3262, up by around points. I think this is a very good chance. When STI was high at 3600 , I still worried about the drop, Tpday it has dropped to 3262, giving us a 10% discount. This is a GIFT!

My opinion remains the same. I think STI at 3300-3350 is a bargain and support. Now at 3262 , it has gotten cheaper than what I imagined.

If you still worry about trade war. my suggestion is you can invest a little to test the water first. If the stock market rose back to 3300 or more points, start accumulating. If it continues to fall, then don't bother to invest.

Testing the water is sometimes important in investing.

Of course, Singapore big bank stocks have fallen with STI ever since the drop from 3600. Watch the Banking stocks. The banks afterall will definitely benefit from the rise in interest rates this year. 

Another sector I will look at is that oil and gas sector. Oil stocks have fallen quite a bit over the last few months. However do not forget that oil today is back above $ 70If oil price can maintain at $ 70 or more, oil and gas stocks will certainly benefit.


·         China is Asia's worst-performing stock market

Shanghai Composite Index dropped a lo because of a trade war. It is the weakest Asia index. Today it is 2816 points. I think it is a chance to find some good China blue chips stocks. When the index rebound, these blue chip counters will rebound strongly.


Radio FM958访谈 2018年11月15日:世界股市展望 - 现在是熊市吗?

·         美国 股市担心苹果业绩,巴菲特却大胆投资! 道琼斯昨晚闭市在 25080 ,掉了 205 点。在这 10 月 11 月道琼斯的波动都相当大。有很多投资朋友开始怀疑熊市是不是已经来临了。我的答案是还没有。这个跌幅反而是好时机进场。大家不用太担心。 ...