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/





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