Dear Friends,
If you followed our blog on the TV interview 2 weeks ago, we mentioned that DOW should be able to continue its upward momentum.
http://www.danielloh.com/2013/11/market-outlook-for-us-japan-and.html
This bullish bandwagon just doesn't seem to end, does it?
In recent years, Black Friday has been quite good. Black Friday is the day where US goes on a shopping spree. Wallstreet will take this Black Friday sales figure as a gauge on the consumer confidence and spending power of Americans. Next week, America will be looking at sales of these few days.
I still remembered last year that the Black Friday sales figure hit all time high and brought the index higher. I would be surprised if this year is not a record breaking figure. With the unemployment rate gradually declining and more jobs being created, I would expect this year to be better than last!
Already on Thursday on Thanksgiving night, there has been reports that the sales figure is better than last year.
Perhaps in the next couple of weeks, this confidence will again push the DOW into uncharted territories.
"Don't short the market just yet" is my advice! Black Friday is the start of the Christmas Rally. There may be a carry through all the way to Christmas time!
There will be a good time to short the market. But now is not! If you want to enter new bullish positions, I suggest caution too.
Of course there are 3 factors I will be looking at to know when the confidence of the market is waning. Look forward to our next article to know more.
Rgds
Daniel
www.danielloh.com
Saturday, 30 November 2013
Friday, 29 November 2013
Channel 8早安你好电视分享：这几天的走势如何？
1） 您对美国最近的表现有什么看法？
昨天美国庆祝感恩节没开市。前天美国闭市又创历史高点。上个星期一我们在节目中有提过我们对美国股市是蛮看好的。这两个星期道琼斯的表现确实不错。
今天是星期五，美国今天是Black Friday黑色星期五，是感恩节过后传统购物季节的开始。很多商店大减价，很多美国人会趁今天买许多礼物。
华尔街这几天将会相当关注销售的业绩。我们判断今年业绩因该会不错，因此我们觉得美国股市短期会继续往上爬
2） 最近OCBC对Cosco的股票不怎么看好，您的见解如何？
Cosco在十一月5号有报告她第3季度的业绩。业绩报告过后，股票跳空下来3分。最近也一直在$0.70-0.75之间徘徊。报告过后走势比较弱是因为盈利跌了84%。
3) 您觉得STI方向会如何？
STI最近的表现比其他股市都还要差。美国，日本，香港股市强劲的表现没有带动新加坡。我们觉得这样的股市不容易投资，可能大家要有耐心等待股市恢复信心。我们觉得STI在12月还是有上升的空间。STI支持是3100点，阻力在3300点。在这样的一个环境，大家选择股票做好功课，留意一些业绩不错的股票。
昨天美国庆祝感恩节没开市。前天美国闭市又创历史高点。上个星期一我们在节目中有提过我们对美国股市是蛮看好的。这两个星期道琼斯的表现确实不错。
今天是星期五，美国今天是Black Friday黑色星期五，是感恩节过后传统购物季节的开始。很多商店大减价，很多美国人会趁今天买许多礼物。
华尔街这几天将会相当关注销售的业绩。我们判断今年业绩因该会不错，因此我们觉得美国股市短期会继续往上爬
2） 最近OCBC对Cosco的股票不怎么看好，您的见解如何？
Cosco在十一月5号有报告她第3季度的业绩。业绩报告过后，股票跳空下来3分。最近也一直在$0.70-0.75之间徘徊。报告过后走势比较弱是因为盈利跌了84%。
我们觉得长期投资，造船业的股票是值得考虑的。长期是指一两年。我们判断欧洲经济和中国经济明年将复苏，是有可能带动船运业的。
但是短期可能Cosco还是处于比较弱的状态。3) 您觉得STI方向会如何？
STI最近的表现比其他股市都还要差。美国，日本，香港股市强劲的表现没有带动新加坡。我们觉得这样的股市不容易投资，可能大家要有耐心等待股市恢复信心。我们觉得STI在12月还是有上升的空间。STI支持是3100点，阻力在3300点。在这样的一个环境，大家选择股票做好功课，留意一些业绩不错的股票。
Thursday, 28 November 2013
Boustead up 28% since our Email Alert (using ART System on local stocks)
Boustead trade higher today closing at $1.75, congrats those who follow our trade on this stock on our email. It takes a lot of patience to ride this trend, as I always say it just take 1 good trend to pay for all bad trades. What we do is Keep our losses small and let our winners run. What you should do now is place a Trailing stoploss at $1.65/$1.60 to protect the profit.
Below is ART email sent in July, price was just $1.37 till today its up for a good 28% run!
FREE SEMINAR by Andy Yew:
Below is ART email sent in July, price was just $1.37 till today its up for a good 28% run!
FREE SEMINAR by Andy Yew:
Want to know how we pick up good trades? What are the Singapore stocks to BUY and SHORT in this December market?
Date: 28 Nov 2013, Thu (English Seminar) 7pm - 10pm
Sharing on
1) Spore Stocks that are trending upwards that you should take note of
2) Spore Stocks that did well for earnings
3) Spore Stocks that are giving good dividends
4) Spore Stocks that are suitable for short term trading
5) Spore Stocks that are defensive plays
Plus we will be providing analysis on your stocks!
Venue: 141 Cecil Street, Tung Ann Association Building #07-02 S(069541) Tanjong Pagar MRT Exit G, walk straight 80m, opposite the traffic light
Speaker: Andy Yew (ART system Founder)
十二月份 可以买或卖空的股票?
Join us to know what Singapore stocks to watch out for!!!
Do recommend your friends to this workshop!
Do recommend your friends to this workshop!
Date: 28 Nov 2013, Thu (English Seminar) 7pm - 10pm
29 Nov 2013, Fri (华文讲座) 7pm - 10pm
Sharing on
1) Spore Stocks that are trending upwards that you should take note of
2) Spore Stocks that did well for earnings
3) Spore Stocks that are giving good dividends
4) Spore Stocks that are suitable for short term trading
5) Spore Stocks that are defensive plays
Plus we will be providing analysis on your stocks!
Venue: 141 Cecil Street, Tung Ann Association Building #07-02 S(069541) Tanjong Pagar MRT Exit G, walk straight 80m, opposite the traffic light
Speaker: Andy Yew (ART system Founder)
or SMS <Name><Email><HP><Date><Number of seats> to 93676623
Will Crude travel in a range between $90 and $100?
Dear Friends,
Crude Oil has been travelling in box pattern. Recently it drops quite a bit from its high of $112 during the height of the Syria crisis. We think that it might be travelling in this range $90 to $100 until the end of the year. We do think that crude below $90 may be worth a BUY if it touches!
Rgds
Daniel
Crude Oil has been travelling in box pattern. Recently it drops quite a bit from its high of $112 during the height of the Syria crisis. We think that it might be travelling in this range $90 to $100 until the end of the year. We do think that crude below $90 may be worth a BUY if it touches!
Rgds
Daniel
Wednesday, 27 November 2013
胡立阳文章：行情启动，必须一鼓作气
投资朋友们曾问过我，若行情连续盘跌好几个月，但有天指数突然暴涨，且涨幅超过2%，有人会说这是底部到了，可以开始买进了。但也有专家说这可能只是昙花一现的跌深反弹，还须小心并继续观察，真让人茫然不知所措，究竟该如何应对呢？
股市跌深之后，终于有天出现了久久不见的大涨，这究竟是一波新行情的开始，或是另一次的陷阱？总是会叫大家既期待又怕受伤害。
我的观察研究是，一波真正行情的开始，常会经过两个初期阶段：
一、大涨之后的下面3天，行情大多呈现欲罢不能的走势，指数常是气势如虹般的不断冲高。倘若大涨之后的第二天指数就已经走不太动了，甚至大幅拉回，这就必须注意，如果再宽限两天，也就是到3∼5天都无法再创反弹高点或是维持在高档区域，就有可能是假突破或只是昙花一现的跌深反弹。因为股市在关键点反弹必须一鼓作气，否则就会演变成“再而衰、三而竭”的下场。
Thursday, 21 November 2013
Malaysia Stock Tip: Puncak hits our $3.47 target, YLI run has not finished
Dear Friends,
Recently Singapore market is as dead as a fish. But not Malaysia! Sometimes it is always good to look at another market when things are not going well for Singapore. Malaysia has been one of my favourite hunting grounds recently!
Do you remember that we recommended Puncak when it is $2.83? We said that professional money is inside the stock.
http://www.danielloh.com/2013/09/malaysia-stock-tips-puncak-niaga-yti.html
It hits our target of $3.10 within a short time. Then we said that if Puncak can break $3.30, it is going for $3.47.
http://www.danielloh.com/2013/10/malaysia-stock-tip-congrats-on-those.html
It did hit the highest $3.50 recently! Our target of $3.47 is hit! But guess what, these few days it drops to $3.35 now! We got out near the perfect spot!
I am again on this stock! It is now almost dropping into my watch zone at $3.21-$3.29 again!
--------------------------------------------------------------------------
By the way, we also did issue another call on YLI. This stock did not perform that quickly though. However recently it gained momentum. We recommend at $0.68 setting a first target of $0.77-$0.80. Now it is at $0.795.
http://www.danielloh.com/2013/09/malaysia-stock-tips-puncak-niaga-yti.html
But we think it might be moving towards our second target of $0.89-$0.90.
In fact we think this stock may be worth a serious look today on a down day! Let us see how the stock runs!
Dear Singaporeans, Remember that Malaysia is still a worthwhile market when things go slow!
Rgds
Daniel
www.danielloh.com
Recently Singapore market is as dead as a fish. But not Malaysia! Sometimes it is always good to look at another market when things are not going well for Singapore. Malaysia has been one of my favourite hunting grounds recently!
Do you remember that we recommended Puncak when it is $2.83? We said that professional money is inside the stock.
http://www.danielloh.com/2013/09/malaysia-stock-tips-puncak-niaga-yti.html
It hits our target of $3.10 within a short time. Then we said that if Puncak can break $3.30, it is going for $3.47.
http://www.danielloh.com/2013/10/malaysia-stock-tip-congrats-on-those.html
It did hit the highest $3.50 recently! Our target of $3.47 is hit! But guess what, these few days it drops to $3.35 now! We got out near the perfect spot!
I am again on this stock! It is now almost dropping into my watch zone at $3.21-$3.29 again!
--------------------------------------------------------------------------
By the way, we also did issue another call on YLI. This stock did not perform that quickly though. However recently it gained momentum. We recommend at $0.68 setting a first target of $0.77-$0.80. Now it is at $0.795.
http://www.danielloh.com/2013/09/malaysia-stock-tips-puncak-niaga-yti.html
But we think it might be moving towards our second target of $0.89-$0.90.
In fact we think this stock may be worth a serious look today on a down day! Let us see how the stock runs!
Dear Singaporeans, Remember that Malaysia is still a worthwhile market when things go slow!
Rgds
Daniel
www.danielloh.com
Today Ben Bernanke reminded us that Gold is still subjected to a plunge!
Dear Friends,
Recently you may have think that gold has stabilized and bottomed. Today after the announcement of the Fed minutes, Gold price drop $13. The Fed minutes stated "suggested the central bank is looking for ways to exit or at least slow down the controversial program in fairly short order."
Minutes from the Oct. 29-30 meeting showed that officials considered reducing the size of the asset-purchase program even “before an unambiguous further improvement in the [labor-market] outlook was apparent.”
From the technical perspective I think once next quarter comes, pressure will be on to decrease the QE and gold might plunge below the $1200 strong support! I am quietly waiting for that to happen. A breakdown off $1200 might set the gold price to head for $1100. A panic as severe as the April crash is not likely to happen, but a fast decline is still expected.
Having said that, I still think that $1200 is a strong support for this year. Gold might likely head for this figure and bounce off.
Next year when QE tapering expectations is high is the point to short the Gold futures or ETF!
Rgds
Daniel
www.danielloh.com
Recently you may have think that gold has stabilized and bottomed. Today after the announcement of the Fed minutes, Gold price drop $13. The Fed minutes stated "suggested the central bank is looking for ways to exit or at least slow down the controversial program in fairly short order."
Minutes from the Oct. 29-30 meeting showed that officials considered reducing the size of the asset-purchase program even “before an unambiguous further improvement in the [labor-market] outlook was apparent.”
From the technical perspective I think once next quarter comes, pressure will be on to decrease the QE and gold might plunge below the $1200 strong support! I am quietly waiting for that to happen. A breakdown off $1200 might set the gold price to head for $1100. A panic as severe as the April crash is not likely to happen, but a fast decline is still expected.
Having said that, I still think that $1200 is a strong support for this year. Gold might likely head for this figure and bounce off.
Next year when QE tapering expectations is high is the point to short the Gold futures or ETF!
Rgds
Daniel
www.danielloh.com
Wednesday, 20 November 2013
Free Singapore Stocks Seminar by Andy Yew
<<What are the singapore stocks to BUY and SHORT in this December market?>>
<<十二月份 可以买或卖空的股票>>
Join us to know what Singapore stocks to watch out for!!!
Do recommend your friends to this workshop!
Do recommend your friends to this workshop!
Date: 21 Nov 2013, Thu (English Seminar) 7pm - 10pm
22 Nov 2013, Fri (华文讲座) 7pm - 10pm
Sharing on
1) Spore Stocks that are trending upwards that you should take note of
2) Spore Stocks that did well for earnings
3) Spore Stocks that are giving good dividends
4) Spore Stocks that are suitable for short term trading
5) Spore Stocks that are defensive plays
Plus we will be providing analysis on your stocks!
Venue: 141 Cecil Street, Tung Ann Association Building #07-02 S(069541) Tanjong Pagar MRT Exit G, walk straight 80m, opposite the traffic light
Speaker: Andy Yew (ART system Founder)
or SMS <Name><Email><HP><Date><Number of seats> to 93676623
Shanghai Composite recovered fast after breaking 2100!
Dear Friends,
Last Wednesday, we did advise to look at Shanghai Composite after it dropped due to the disappointment in the Third Plenum meeting. We did mention that 2000-2050 is the targeted zone we are looking at. But if things get better, a breakout off 2100 is a good point to enter! Indeed, things get so good that after it breaks off 2100, it zooms forward.
Check out our last post:
http://www.danielloh.com/2013/11/shanghai-composite-good-opportunity-at.html
Today, Shanghai composite reached 2193 within a short few days. Congrats for those that have followed our call!
If you still want to enter now, I suggest you need to wait. Although we remain slightly bullish, we think that price is already too high.
For those that are in a profit, you might want to shift up your stop loss to a profitable region. An example may be to shift it to 2180. This is money management rule number 2. Rule number 1 is to guard your downside. Rule number 2 is to guard your profits!
Have a good trading week!
We think that with the Black Friday coming next Friday, there is still room for US market to increase! Let us celebrate Thanksgiving and hope the Americans buy lots of presents and push up the index.
P.S. Black Friday is not a market crash but it is a joyous day for shopping after Thanksgiving. Americans call it Black Friday. It is also known to be the start of the seasonal Christmas Rally.
Rgds
Daniel
www.danielloh.com
Last Wednesday, we did advise to look at Shanghai Composite after it dropped due to the disappointment in the Third Plenum meeting. We did mention that 2000-2050 is the targeted zone we are looking at. But if things get better, a breakout off 2100 is a good point to enter! Indeed, things get so good that after it breaks off 2100, it zooms forward.
Check out our last post:
http://www.danielloh.com/2013/11/shanghai-composite-good-opportunity-at.html
Today, Shanghai composite reached 2193 within a short few days. Congrats for those that have followed our call!
If you still want to enter now, I suggest you need to wait. Although we remain slightly bullish, we think that price is already too high.
For those that are in a profit, you might want to shift up your stop loss to a profitable region. An example may be to shift it to 2180. This is money management rule number 2. Rule number 1 is to guard your downside. Rule number 2 is to guard your profits!
Have a good trading week!
We think that with the Black Friday coming next Friday, there is still room for US market to increase! Let us celebrate Thanksgiving and hope the Americans buy lots of presents and push up the index.
P.S. Black Friday is not a market crash but it is a joyous day for shopping after Thanksgiving. Americans call it Black Friday. It is also known to be the start of the seasonal Christmas Rally.
Rgds
Daniel
www.danielloh.com
Tuesday, 19 November 2013
Market Outlook for US, Japan and Singapore these 2 weeks!
Dear Friends,
Today, I am interviewed by Mediacorp Channel 8 to give my views about the upcoming market, sectors and a particular stock called CSE Global. I have summarised the following points in mandarin below.
You may also watched the LIVE Interview on xin.msn.
http://video.xin.msn.com/browse/catch-up-tv/good-morning-Singapore
Interview starting from 13.05 minutes.
--------------------------------------------------------
Q&A
STI上个星期五闭市报3201点。整个星期起了24点。股市起伏不大原因是好坏消息都有。上个星期三，海峡指数受中国三中全会的失望影响了。股市当天掉了20点。但是过后又因为美国新联储局主席耶伦Yellen大力的倡导QE的政策而让美国道琼斯连续三天连长创高点，使到股市走强，也让海指星期四和五表现不错。
2. 谈谈美国纽约股市上个星期的表现，还有华尔街股市接下来会有怎样的走势？(道琼斯工商指数星期4攀高创纪录。联储局主席耶伦，暗示将继续推行刺激政策，这是美国股市上扬的主要原因?)
短期很有可能会有影响！今年很多世界投资家都很留意日本股市，因为日经7个月里就跑了一倍，从8000点跑到16000点。所以他对亚洲股市有巨大的影响力。我们判断日经指数会迈向16000点，但是接近16000点，大家一定要小心亚洲股市，会有很大的压力。日经到16000点，可以的话，先套利。
4. 你怎样看待本地股市接下来的走势？这个星期会起还是跌？
海峡指数会在3150点到3300点的区间波动。我们一向都鼓励大家要投资，最好是等海峡指数掉到3150点一下。接近3300点要很小心。
6. 新电信第二季净利微起《0.3%》，达到《8亿7000万元》。你怎样看待新电信的表现？还有本地电信业股接下来展望？
我们觉得这个成绩一般，不怎么好。这一次新电讯的业绩有受到货币的影。新币走强，奥币走弱，印尼顿走弱影响到了整体的业绩。电讯这个领域这个季度整体的报告一般，这个季度我们都不怎么看好，短期上涨空间有限。
7. 根据《星展唯高达证券研究》报告，对《CSE Global》维持〈买入〉评级，把目标价从〈1块零7分〉调高到〈1块1毛1分〉，谈谈您的解读？(report attached above: DBS Vickers (Spore) CSE Global: Commendable IPO proceeds; BUY S$0.945; Price Target: 12-month S$1.11 (Prev S$1.07)
CSE Global接下来是值得看的。3点1）它旗下投资的公司Servelec会在2014年上市，能让CSE Global赚增加利润。2）在2014年，公司预测能在中国拿到环保的订单 3）他在美国，非洲的生意有成长的空间。
8. 2013年股市只剩下一个半月的交易，投资者应该采取怎样的投资策略？
9. 还有哪些领域的股票具有投资的潜能？为什么？
我们觉得转运股是可以做长期投资的。船运是一个国际的领域。只从2011年的欧债危机和中国打压的政策就开始掉到现在。我们的判断是明年中国和欧洲的经济开始复苏，这会带动船运业。大家可以做一个长期的投资。
利率有两种，短期利率现在是保持在0%到2015年。长期利率，10公债殖利率现在是2.6%。这几个月都一直在2.5%-3%徘徊。我们觉得很有可能明年第一季会突破3%。原因是明年第一季新的联储席有压力要降QE，退市。这会使公债突破3%。房地产第一个受影响。
Today, I am interviewed by Mediacorp Channel 8 to give my views about the upcoming market, sectors and a particular stock called CSE Global. I have summarised the following points in mandarin below.
You may also watched the LIVE Interview on xin.msn.
http://video.xin.msn.com/browse/catch-up-tv/good-morning-Singapore
Interview starting from 13.05 minutes.
--------------------------------------------------------
Q&A
1. 本地股市上个星期保持平稳，《海峡时报指数》上周五闭市报3201点，整个星期起24点或者百分之8？什么原因。
2. 谈谈美国纽约股市上个星期的表现，还有华尔街股市接下来会有怎样的走势？(道琼斯工商指数星期4攀高创纪录。联储局主席耶伦，暗示将继续推行刺激政策，这是美国股市上扬的主要原因?)
确实。Yellen帮了美国股票一把。短期美国股市还是很强劲，短期我们觉得美国股市还有上升空间，11月还会继续走强。但我们也觉得美国股市跑得有点快，鼓励大家留意是否12月1月有走弱的征兆。在这里给大家3个美国股市走弱的征兆？ 1) 一天掉100点 2）连续3天掉 3）两个星期连续掉
3. 东京股市上星期五表现强劲，日经指数攀升到6个月来的高峰，这股强劲会带动本地股市吗？
3. 东京股市上星期五表现强劲，日经指数攀升到6个月来的高峰，这股强劲会带动本地股市吗？
4. 你怎样看待本地股市接下来的走势？这个星期会起还是跌？
我们整体上是看好新加坡这两个星期的表现。这个星期我们觉得日本股市和美国股市有可能继续带动新加坡股市。下个周末美国有Black Friday。Black Friday 是美国在Thanksgiving节日过后大减价的日子。我们觉得这个会推动股市再创高点。
5. 海峡时报指数接下来会在哪个范围内波动？
5. 海峡时报指数接下来会在哪个范围内波动？
6. 新电信第二季净利微起《0.3%》，达到《8亿7000万元》。你怎样看待新电信的表现？还有本地电信业股接下来展望？
7. 根据《星展唯高达证券研究》报告，对《CSE Global》维持〈买入〉评级，把目标价从〈1块零7分〉调高到〈1块1毛1分〉，谈谈您的解读？(report attached above: DBS Vickers (Spore) CSE Global: Commendable IPO proceeds; BUY S$0.945; Price Target: 12-month S$1.11 (Prev S$1.07)
8. 2013年股市只剩下一个半月的交易，投资者应该采取怎样的投资策略？
我们股票的业绩报告很多已经出来了。鼓励大家称机会找到一些业绩不错的股票。做一个组合整理。那些业绩不好的股票换掉，找出一些有成长空间的股票，业绩比预期还好的股票。
10. 市场关注的利率走势，接下来会有怎样的发展？如果利率上升，哪些行业的股票会受到影响？
Sunday, 17 November 2013
Live TV Interview at Studio on Channel 8 (早安你好) Mon 18 Nov 2013 at 7.48am
Dear Friends,
I am asked to comment live in studio to give my views on the local stock market, the US all time high run-up, the Nikkei bullishness, the sectors that may be in play and personal views on some particular stocks early morning at 7.48am (Mon, 18 Nov 2013). 20 minutes session with live call-in.
If you want to know more about the market direction, tune in to your television, Channel 8.
Rgds
Daniel
I am asked to comment live in studio to give my views on the local stock market, the US all time high run-up, the Nikkei bullishness, the sectors that may be in play and personal views on some particular stocks early morning at 7.48am (Mon, 18 Nov 2013). 20 minutes session with live call-in.
If you want to know more about the market direction, tune in to your television, Channel 8.
Rgds
Daniel
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