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
Add us on Facebook: https://www.facebook.com/DaniellohInvestmentGroup/

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.


958访谈 2018年6月28日:美国股市只是把 "贸易战" 作为滑落的一个借口!


·        美国股市只是把 "贸易战" 作为滑落的一个借口!

道琼斯昨晚闭市在24117点,跌了165点。
美国股市这两周跌了接近1400点,走势比较弱。最大的罪魁祸首似乎就是因为贸易战。特朗普两个星期前对中国500亿进口货物实施了征税的政策。其实这个也不是什么新鲜事。
早在3个月前,特朗普已经宣布要实施这个征税的政策,股票已经掉过一轮了。唯一不同就是两个星期前美国才真正实施。
我的想法是美国股市滑落也不是真正因为贸易战的问题。最大的原因是因为涨太多!
两个星期前,美国很多股票已经创下了历史高点。比如:苹果的股价两周前涨到了194历史高点。现在跌倒184。微软的股价两周前涨到了102历史高点。现在跌倒了97。其实最大的原因是因为很多股票的价格已经创下了历史高点。回调一些我认为是正常的。
刚好有了这个贸易战的主题作为市场的借口。要不市场已经没有其他借口可提了。
大家不难看到这一次贸易战的事件没有真正驶到美国道琼斯一天跌400500点。如果大家还记得,三月的时候,市场不是像现在这样温驯的掉。
当时我上节目的时候,每次都说市场又跌了400点,波动率非常大。更重要的是三月四月大掉过后,很多科技股又在一两个月后创下历史高点。
我的看法是美国的股市还是相当健康,相当抗跌的。一阵子过后,大家又会忘记贸易战的问题了。
我倒认为大家可以趁这个滑落进场投资。这是难得的一次机会。

·        4个原因为什么我看好美国股市
第一:美国公司下个月开始将会公布他们第二季度的业绩报告 - 当很多公司公布业绩,通常那个月华尔街都不会太关注比如:贸易战这个国际事件。反而目光是放在个股的表现。坏新闻都会被市场淡忘。
第二:美国公司今年都会赚大钱 - 因为美国减税的政策会驶到他们的盈利增长30-40%。因此今年很多美国公司的盈利报告都相当的漂亮。大家根本不用担心美国公司的业绩表现。投资股票大家一定要记得,就是“业绩”两个字。其他新闻比如贸易战都是假的。
第三:美国的经济数据非常健康 六月这个月的失业率数字是3.7%。这是美国这20年以来最低的数据。也就是说美国很多人都有工作。制造业报告的数据也显示比市场的判断还要好。
第四:从图表来看,道琼斯指数已经跌倒了非常强的支持 道琼斯跌到了200天的均线。一旦跌到200天的均线,我认为反弹的几率相当的大。
总结:我认为投资股票就是希望买低卖高。如果股市每天跑我还担心。但是股市跌了一些,我反而认为是机会捡便宜。现在我认为就是这个机会了!

·        新加坡股市也是一个投资机会 银行石油领域股跌多了

今天海指在3262点左右,涨了大概6点。同样我认为海指是一个非常好的机会。海指在3600点的时候我反而担心,这一两个月海指从3600点已经跌了10%。这是一个市场给我们的礼物。

我的观点不变。我认为海指在3300-3350点就是捡便宜的范围。现在3262,比我想象更便宜了。

如果大家还担心这个贸易战的问题。哪我鼓励你投资一点测试水温。如果股市涨回3300点以上,慢慢加仓。如果继续跌,就展示不看。

当然新加坡3大银行股跟海指的表现一样。自从海指到3600点就跌到现在。因此我认为大家可以多留意银行股。毕竟利率的上升会对银行股的业绩有帮助。

另外一个领域大家可以留意的就是石油股。这几个月石油股都一直在滑落。但是不要忘记,石油又回来$70以上了。如果能保持在$70以上,我认为大家可以留意石油领域的股票。


·        中国是亚洲表现最差的股市

中国上证指数这几天因为贸易战的关系,是亚洲最受影响的指数。跌倒了2816点。我认为大家可以趁这个机会寻找一些基本面好的中国蓝筹股。当指数反弹,这些股一定收益。

香港股市现在是28550点左右,今天涨了200点。最近也因为贸易战的因素,跌了一些。我认为任何时候都可能会反弹。我也是认为大家可以留意恒生指数。


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。 ...