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Ecomm.sg : Ecommunicating Investment Trading Ideas
[Renew Ecomm Annual Membership at $80 for continuing members]
Paynow to UEN: 201725567M ( Ecomm Invest Pte Ltd )
以下是我们每日内容的其中的片段。会员可以用ID和PASSWORD进入网站阅读完整的内容.
The following are excerpts of our past daily updates. Members may login using ID and password to view our full market updates.
Recent Market Update Excerpts:
03-12-2024 (Tue) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "新加坡海指表现强劲，麦格理集团（Macquarie）预期，2025年海指或有望上探4000点。ECOMM网站以前提过的个别股可能都可以开始注意，开始买进，以迎接1月可能出现的涨潮。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: Singapore's STI performed strongly, and Macquarie Group is forecasting that the STI may reach 4,000 points in 2025. We may start to look out for the individual stocks mentioned before in the ECOMM website and start buying in anticipation of a possible surge in January. "
30-11-2024 (Sat) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "本地股市受特朗普的增收关税的影响，和其他的国家比较，相对较小，股市的表现可能也不错。中国应对特朗普的增收关税已有经验，相信早有准备，其股市可能还会慢慢上涨，等到1月一切明朗化，才可能扶摇直上。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Compared with other countries, the local stock market is relatively less affected by Trump's increased tariffs, and may also perform well. China has experience in dealing with Trump's increased tariffs, and is well prepared in my opinion. China's stock market may continue to rise slowly, and may be heading for steady gains when there is clarity in January. "
25-11-2024 (Mon) 8.30am
宾夕法尼亚州的最后一个参议院席位落入共和党手中。这意味着共和党在100个参议院席位中占有53个多数席位控制着参议院，这将有助于确认特朗普的人事和司法任命。特朗普想对中国征收更多关税打压中国股市，但共和党控制了参议院和众议院也可意味着特朗普能有更多自由权与中国达成各方面的经济协议。 新加坡第三季度GDP同比强劲增长5.4%，高于预期的4.7%增长和上一季度的3.0%增长。这是自2021年第四季度以来最强劲的同比经济增长。新加坡今年经济增长的预测也从“2.0%至3.0%”上调至“3.5%左右”。然而，特朗普大肆宣扬的关税和地缘政治紧张局势的不确定性给予新加坡明年2025年的经济增长前景蒙上了阴影。即便如此，在特朗普政府正式上任,并提议对美国进口产品征收更多关税之前,国际贸易企业在关税正式实施之前赶着提前出口，这给予经济增长的提振是暂且的一个利好因素。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) The last senate seat at Pennsylvania went to the Republicans. This means that the Republicans have a majority of 53 seats in the 100-seat Senate, which will be helpful in confirming Trump's personnel and judicial appointments. Trump's expected tariffs on China had weighed on Chinese stocks, but the Republicans' control over the Senate and the House could also mean Trump is at greater liberty in forging economic deals with China. Singapore's Q3 GDP growth came in strong at 5.4% year-on-year, higher than the expectations of a 4.7% growth, and the 3.0% growth in the previous quarter. This was the strongest year-on-year growth since the fourth quarter of 2021. The projection of Singapore’s economic growth this year was also raised to “around 3.5%,” from “2.0 to 3.0%”. However, the outlook for Singapore's economic growth in 2025 is clouded by uncertainties in Trump's touted tariffs and geopolitical tensions. Even then, the front-loading of exports ahead of the proposed tariffs on US imports under Trump’s administration will be a plus factor for the economy for the time being.
02-12-2024 (Mon) 9.15am
新闻报道的黄有志(Ng Yu Zhi)诈骗案给人留下了深刻印象。这不仅是因为947名投资者被骗走了近15亿元的巨额资金，而是因为受害者包括知名专业人士，如Vickers Venture Partners创始人 Finian Tan，此人在2000年看好搜索巨头百度的潜力而闻名，还有淡马锡国际总法律顾问 Pek Siok Lan 和 前律师协会会长 Thio Shen Yi。《海峡时报》报道，Mr Finian Tan 被骗1920万美元（2580万新元），Ms Pek 被骗550万元，Mr Thio 则被骗50多万元。另一名受害者是基金管理公司Envysion Wealth Management（EWM）前首席执行官Veronica Shim，她自己损失了955,115.08元，而她之前管理的基金管理公司EWM损失了 4730万元。Ms Shim 在法庭上作证说，她之所以相信 黄有志 先生的话，是因为 黄有志先生是新加坡人，在新加坡长大，受过良好的教育，他的公司获得了新加坡金融管理局 (MAS) 的牌照(license)，而且她也被伪造的文件蒙骗了。黄有志 先生声称，他的公司可以以折扣价从澳大利亚的一家矿山购买镍(Nickel)，然后以可观的利润出售，但实际上，他的公司并没有买卖任何镍，早期投资者得取的利润是来自后者投资者投入的资金,是个庞氏骗局(Ponzi scheme)。在这个案例中，著名的专业人士和基金经理都被骗了。Ms Shim 在法庭上给了大家一个宝贵的提醒，那就是无论你是不是专业人士，这种事情都可能发生在任何人身上。回想这个案例，即便黄有志先生的公司获得了新加坡金融管理局的牌照，并使用了伪造的文件，但投资者也应该有所疑问：“为何澳大利亚矿山可以在别处以更高的价格出售镍,却以折扣价向海外新加坡公司出售镍？”这个诈骗案例给我们所有人的教训是，当有人推销给我们听起来好得难以置信的投资计划时，很可能就是假的,请大家要小心。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) The cheating case of Ng Yu Zhi reported in the news left a deep impression. It is not just because 947 investors were duped of a mega amount of almost $1.5 billion, but also because the victims included prominent professionals such as Vickers Venture Partners founder Finian Tan, known for spotting the potential in search giant Baidu back in 2000, when it was just a small Chinese start-up, Temasek International general counsel Pek Siok Lan, and former Law Society president Thio Shen Yi. The Straits Times reported that Mr Tan was cheated of US$19.2 million (S$25.8 million), Ms Pek of $5.5 million, and Mr Thio of more than $500,000. Another victim was former chief executive of fund manager Envysion Wealth Management (EWM), Veronica Shim, who herself lost $955,115.08, and was also cheated into delivering $47.3 million from EWM. Ms Shim testified in courts that she was fooled into believing Mr Ng Yu Zhi because he is a Singaporean who was well educated and brought up in Singapore, and his firm was licensed by MAS (Monetary Authority of Singapore), and also because she was duped by forged documents. Mr Ng Yu Zhi claimed that his firms would buy nickel from an Australian mine at a discount and sell the metal for a sizeable profit, but in reality, no nickel was bought or sold by his firms, and earlier investors were paid with the funds put in by other investors in a Ponzi scheme. In this case, prominent professionals and fund managers were being cheated and Ms Shim made a chilling statement in court as a reminder to everyone out there that it can happen to any one of you, whether or not you are a professional. Looking back at this case, even though Mr Ng's firms were licensed by MAS and forged documents were used, investors could have asked the question "why would an Australian mine sell nickel at a discount to an overseas Singaporean firm when it could sell it higher elsewhere?" The lesson of this to all of us is when someone sells an investment scheme that sounds too good to be true, it probably is.
23-11-2024 (Sat) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国商务部声称对特朗普大幅加大关税，中国有能力化解外部的冲击。 美国大选后，美股上涨，中港股市承压。不过中港股市下跌应是暂时性的，有大跌还是可以慢慢买进。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "China's Ministry of Commerce claimed that China has the ability to resolve external shocks of Trump's significantly higher tariffs. After the US election, US stocks rose, and the Chinese and Hong Kong stock markets came under pressure. However, the decline in the Chinese and Hong Kong stock markets ought to be temporary, and you may still consider accumulating slowly if there be big declines. "
21-11-2024 (Thu) 7.45am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "乌克兰首次向俄罗斯境内发射英国“暴风影”远程导弹。俄乌战争危机扩大。 美联储主席鲍威尔暗示央行并不急于降息，俄乌之间日益紧张的地缘政治局势也让市场感到恐慌。股市承压。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Ukraine launched the British "Storm Shadow" long-range missile into Russia for the first time. The crisis of the Russian-Ukrainian war has intensified. Federal Reserve Chairman Powell hinted that the central bank is not in a hurry to cut interest rates, and the increasingly tense geopolitical situation between Russia and Ukraine is also causing panic in the market. The stock market is under pressure. "
20-11-2024 (Wed) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: 已经进入11月的下旬，只要地缘冲突不扩大，我个人认为已可开始慢慢买进股票。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: We have entered into the second half of November. As long as the geopolitical conflicts do not further escalate, I personally think that we may start a slow accumulation of stocks.
19-11-2024 (Tue) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: " 股市还在调整中。大选年通常对美国股市有利，中长期被看好。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: " The stock market is still adjusting. Election years are usually good for the US stock market, and there is optimism in the medium and long term. "
16-11-2024 (Sat) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: " 近期多家外资机构都在乐观地预测中国经济增长，并表示看好中国股市，上调中国股票评级。 野村首席中国经济学家陆挺上调了对中国第四季度GDP和全年GDP增长的预测。 瑞士百达资产管理将中国股票评级从“中性”上调至“超配”，理由是经济前景强劲。 中国出台提振经济和救市措施一个以后，消费、地产指标回暖，可能有望实现5%的经济增长。但在特朗普就任前，中国股市可能不会贸贸然上涨，但中长期还是被看好。 股市还在调整修正。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: " Recently, many foreign institutions have forecasted China's economic growth optimistically, having expressed optimism about the Chinese stock market, and upgraded the ratings of Chinese equities. Lu Ting, chief China economist at Nomura, raised his forecasts for China's fourth-quarter GDP and full-year GDP growth. Swiss Pictet Asset Management upgraded Chinese equities from "neutral" to "overweight" on the grounds of strong economic prospects. After China introduced stimulus measures to boost the economy and the stock market, consumption and real estate indicators rebounded, and it is hopeful that China may achieve its 5% economic growth. But before Trump takes office, China's stock market may possibly not rise too rashly, but there is still optimism for the Chinese market in the medium and long term. The stock market is still undergoing adjustment and consolidation. "
15-11-2024 (Fri) 7.45am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "市场还在调整中。 新加坡已连续4天下跌股多过上升股，其实也在调整中。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The market is still adjusting downwards. The Singapore market had more declining stocks than rising stocks for four consecutive days, and is actually also consolidating. "
13-11-2024 (Wed) 8.00am
11-11-2024 (Mon) 10.30am
随着滨海湾金沙和亚洲各国的综合赌场度假胜地的竞争，云顶新加坡公布净利下降63%, 博彩收入下降28%,其股价上周五也下跌6%。今年 5 月，菲律宾新建了另一个综合赌场度假胜地，该国另外还有多达 8 个赌场项目正在规划中。据《海峡时报》报道，菲律宾预计 2024 年博彩总收入将达到 3360 亿比索（77.6 亿新元）的新高，比 2023 年创纪录的 2850 亿比索增长 18%,据菲利宾的预计已开始逼近我国年率博彩总收入。据报道，泰国也在推进赌场计划，而这些新的竞争者也将影响云顶新加坡股票的股价与情绪。云顶新加坡投入 68 亿新元 发展 圣淘沙名胜世界 2.0, 几项新景点将在 2025 年第一季度之前开幕。圣淘沙名胜世界 2.0 里头设有新的海滨开发项目，整个工程将分阶段完成，这对云顶新加坡的盈利贡献有多大,还有待观察。
(所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) Amid competition from Marina Bay Sands, and integrated resorts in Asia, Genting Singapore announced a 63% drop in net profits with a 28% decline in its gaming revenue, and its share price dropped 5.4% last Friday. Another new integrated resort was built in the Philippines in May this year, and there are up to 8 more casino projects being planned in the Philippines. According to the Straits Times, the Philippines expects gross gaming revenue to reach a new high of 336 billion pesos (S$7.76 billion) in 2024, up 18% from 2023’s record 285 billion pesos, and is approaching Singapore's annual gross gaming revenue according to estimates from Philippines. Thailand is also reportedly forging ahead with casino plans, and all these new competitions will weigh on the sentiment and share price of Genting Singapore. The upcoming S$6.8 billion Resort World Sentosa (RWS) 2.0 development from Genting Singapore would see new attractions opened in Resort World Sentosa by the first quarter of 2025. The RWS 2.0, which includes a new waterfront development, will be completed in phases, and it remains to be seen how much it would contribute to the bottomline of Genting Singapore.
09-11-2024 (Sat) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国十四届全国人大常委会第十二次会议审议通过近年来力度最大的化债举措，直接增加地方化债资源10万亿元。力度强大，将会提振经济和股市。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The Standing Committee of the 14th National People's Congress (NPC) concluded its 12th session on Friday, having approved the most powerful debt relief measures in recent years, directly increasing local government debt relief resources by 10 trillion yuan. The powerful measures announced will boost the economy and the stock market."
08-11-2024 (Fri) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "美国大选特朗普和共和党大胜，一切都顺顺利利，并没有发生美国人担忧的暴动，这已消除了一个重大的不确定因素，对股市有利。也对12月和明年的股市可能因降息和美国大选后的效应有帮助，可开始布局，迎接可能即将到来的涨潮。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Trump and the Republican Party won a landslide victory in the US election. Everything went smoothly. There was no riot that Americans were worried about. This has eliminated a major uncertainty factor, which is good for the stock market. It may also help provide a boost to the stock market in December and next year due to the effects of interest rate cuts and the US election. We may start strategizing for a possible upcoming rally. "
07-11-2024 (Thu) 7.45am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "预言“特朗普落选，美国会乱。特朗普当选，世界会乱”如今特朗普已当选，而且是大胜，连参、众议院都可能受共和党控制，让特朗普方便推行政策，美股暴涨。美股狂飙，带不动欧股上涨，德国DAX还大跌216.96点，法国股市也下跌。据说特斯拉老板马斯克将加入特朗普治国的团队，而且据说会被重用，这位天才是否会使世界不会乱？" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "There was a prediction that "If Trump loses, the U.S. will be in chaos. If Trump wins, the world will be in chaos. " Trump has been elected as President, having won a landslide victory. Even both the Senate and the House of Representatives may be controlled by the Republicans, making it easier for Trump to implement policies. The US stock market skyrocketed, and although the US stock market has soared, it did not lead European stocks higher. The German DAX even plunged 216.96 points, and the French stock market also plummeted. It is said that Tesla boss Musk will join Trump's team to govern the country, and that he will be greatly used by Trump. Will this genius be able to keep the world from chaos?"
06-11-2024 (Wed) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国股市不断传来好消息，提振中港股市大涨。中国总理李强周二上午在上海出席第七届中国国际进口博览会（进博会）开幕式时说，中央政府推出一系列增量政策后，说明中国政府有能力推动经济持续向好，因此中国对实现今年的经济发展目标充满信心。 中国不断大放救市措施，上证指数和沪深300指数在周二都收在四周高位。 10月财新中国通用服务业经营活动指数（服务业PMI）为52，高过9月1.7个百分点，为近三个月高点。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Good news continues to come out of China, boosting the Chinese and Hong Kong stock markets. Chinese Premier Li Qiang said at the opening ceremony of the 7th China International Import Expo (CIIE) in Shanghai on Tuesday morning that after the central government launched a series of incremental policies, it showed that the Chinese government has the ability to bring about the continued improvement of the economy, and China is full of confidence in achieving this year's economic targets. China continues to implement stimulus measures, and the Shanghai Composite Index and the CSI 300 Index both closed at a four-week high on Tuesday. In October, China's Caixin Services PMI came in at a near 3-month high of 52, rising 1.7 from the previous month's value in September. Hong Kong's S&P Global PMI rose from 50.0 in September to 52.2 in October, the highest in a year and a half, reflecting that the business environment in Hong Kong has begun to improve."
05-11-2024 (Tue) 8.00am 02-11-2024 (Sat) 7.45am 以下是辉立证券首席股票经纪陈奕利先生的股市分析: "一般认为特朗普获胜将提振美国股市，因他将降低公司税，有利于企业。但美国银行与花旗两大银行的观点却相反，都建议如果特朗普胜选、并且其后股市上涨，投资者应马上抛股离场。 我个人认为美国大选后，有大涨应卖出，暂时离场，因其股价已太高。如果是大跌，则可在11月适当的调整后买进，以迎接美国大选后的涨潮。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "It is generally believed that Trump's victory will boost the US stock market because he will reduce corporate taxes, which is beneficial to businesses. However, the two major banks, Bank of America and Citigroup, have the opposite view, and both banks recommended that if Trump wins the election and the stock market rises afterwards, investors should sell their stocks immediately and exit the market. I personally think that after the US election, if there be a big rise, you should sell your shares and temporarily exit the market because the stock prices are too high. If there be a big drop, you may consider buying shares after the pullback in November is completed, and await for the next rally after the US election. "
28-10-2024 (Mon) 8.30am
陈奕利先生今年早些时候曾多次建议买入新加坡本地股票，尤其是政联(government-linked)股票。（请参阅 2024 年 8 月 31 日、2024 年 8 月 9 日、2024 年 8 月 7 日、2024 年 3 月 26 日、2024 年 2 月 15 日、2024 年 1 月 25 日的 Ecomm 讯息）。8 月 9 日的股市讯息，他写道：“前景看来不错。我个人认为本地股价还在低点， 还是可以投资。” 8 月 31 日的股市讯息，他提到 “新加坡大选的脚步渐近，政联公司可注意” 让我们看看本地政联公司目前的股价表现： 星展银行：8月12日：$33.98 10月25日：$39.15（上涨 +15.2%） 吉宝：8月12日：$5.95 10月25日：$6.51（上涨 +9.4%） 新翔：8月12日：$3.03 10月25日：$4.01（上涨 +32.3%） 胜科：8月12日：$4.63 10月25日：$5.27（上涨 +13.8%） 新航：8月12日：$5.90 10月25日：$6.47（上涨 +9.7%） 新科工程：8月12日：$4.25 10月25日： $4.72 (上涨 +11.1%) 海指 8月12日：3235点 10月25日：3593点 (上涨 +11.1%)
由于股市已大幅上扬，再加上美国大选的不确定性以及中东紧张局势加剧，所以考虑有利现套利应该是没错的。
(所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) Mr Tan Yi Li had repeatedly recommended the buying of local Singapore stocks earlier this year, especially the buying of government-linked stocks. (Please refer to Ecomm market updates in 31 Aug 2024, 9 Aug 2024, 7 Aug 2024, 26 Mar 2024, 15 Feb 2024, 25 Jan 2024). In the 9th August market update, he wrote that "the market outlook looks good. I personally think that local stock prices are still low, and we may still look to invest in local stocks." In the 31 August market update, he mentioned that "As the general election of Singapore approaches, we may look out for government-linked companies" Here is a look at how local government linked stocks had performed now (compared to in August): DBS: 12 Aug: $33.98 25 Oct: $39.15 (Up +15.2%) Keppel: 12 Aug: $5.95 25 Oct: $6.51 (Up +9.4%) SATS: 12 Aug: $3.03 25 Oct: $4.01 (Up +32.3%) Sembcorp: 12 Aug: $4.63 25 Oct: $5.27 (Up +13.8%) SIA: 12 Aug: $5.90 25 Oct: $6.47 (Up +9.7%) ST Eng: 12 Aug: $4.25 25 Oct: $4.72 (Up +11.1%) STI 12 Aug: 3235 pts 25 Oct: 3593 pts (Up +11.1%)
As the market has gone up much, and in the light of uncertainties in the U.S. elections and rising geopolitical tensions in the Middle East, it is never wrong to consider taking profits.
25-10-2024 (Fri) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "国际货币基金组织预测新加坡2024年实际国内生产总值（GDP）将增长2.6%，2025年将增长2.5%。 两个预测值均高于国际货币基金组织在今年4月做出的预测，当时报告预测2024年和2025年的增速分别为2.1%和2.3%。显示新加坡的经济在好转中。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The International Monetary Fund (IMF) predicts that Singapore's real gross domestic product (GDP) will grow by 2.6% in 2024 and 2.5% in 2025. Both forecasts are higher than the previous forecast made by the IMF in April this year at the growth rates of 2.1% and 2.3% in 2024 and 2025 respectively. It showed that Singapore's economy is improving."
19-10-2024 (Sat) 7.45am
16-10-2024 (Wed) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国和香港股市因之前涨势过急，现在在回调休正，实属正常，有了这些修正，现在我们已可开始投资，而中港股市还在低价位，中国还会继续出招，不会让牛市这样就结束。中国应可能会采取慢牛的走势，慢牛更好，因慢牛也是牛，而且是会走得更稳更没有风险。中港股市可能又即将再度吸引投资者的眼光。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The Chinese and Hong Kong stock markets are now correcting due to the last round of rapid rise. This is normal. With these corrections, we may look to start investing now. The Chinese and Hong Kong stock markets are still at a low price. China will continue to make moves and will not let the bull market end like this. China may adopt a slow bull trend. A slow bull is better because a slow bull is also a bull, and it will be more stable and less risky. The Chinese and Hong Kong stock markets may once again attract investors' attention. "
14-10-2024 (Mon) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国财政部宣布将在今明两年推出一批成熟、可感可及的深化财税体系改革举措。将抓紧出台深化财税体制改革实施方案，加快推进改革和推动财政科学管理和有机结合，积极回应社会和基层关切。 中国财长声称中央财政还有较大举债和赤字提升空间。 中国财长还声称中国财政可完成全年预算目标。 中国将加大力度解决地方隐性债问题，计划一次性增加较大规模债务限额，置换地方政府隐性债务。 中国财政部宣布将允许专项债券回收闲置存量土地、也将收购商品房用作保障性住房，以促进房地产市场供需平衡。 中国周六出大招，几乎涵盖所有的难题，如果落实，实必会使股市再度大涨。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "China's Ministry of Finance announced that it will launch a batch of fiscal and tax reforms in the next two years, will promptly issue an implementation plan to accelerate the reforms, and will actively respond to social and grassroots concerns. China's Finance Minister claimed that the central government still has "large room" for fiscal stimulus. China's Finance Minister also claimed that China's finances can fully meet the annual budget target. China will increase its efforts to solve the problems of hidden debts of local governments, and plans to increase the debt ceiling on a large scale in one lump sum to replace the existing hidden debts of the local governments. China's Ministry of Finance announced that it will allow the use of special bonds to reclaim idle stock land, purchase existing commercial housing, promote the supply of affordable housing, and alleviate inventory risks in the real estate market. China made a big move on Saturday, covering almost all the problems. If implemented, it will surely provide a boost to the stock markets to rise further."
12-10-2024 (Sat) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "银行股财报强劲，显示美国经济实现软着陆。在降息周期时，金融股往往会有不错的表现。 阿波罗分析师Torsten Slok周五表示，在美联储降息周期结束并实现软着陆的情况下，金融类股票往往表现优异。" 如有疑问或需要协助，请Whatsapp讯息至83239883。谢谢。 ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Banking stocks reported strong financial reports, indicating that the U.S. economy is achieving a soft landing. Financial stocks tend to perform well during the interest rate cut cycle. Torsten Slok, an economist from Apollo, said on Friday that financial stocks tend to perform well when the Federal Reserve interest rate cut cycle ends and the economy achieves a soft landing.
09-10-2024 (Wed) 7.45am
08-10-2024 (Tue) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "新加坡星展银行（DBS）与中国国际贸易促进委员会（China Council for the Promotion of International Trade）建立合作伙伴关系，加强支持中国企业拓展亚细安市场。这次合作旨在帮助中国企业实现国际化，加强在本区域的供应链，创造就业机会，并加速可持续发展。同时，星展银行的区域客户也可以借助贸促会的网络拓展在中国的业务。中国企业也将能够利用星展在大中华区、东南亚和南亚的业务网络。 星展银行（DBS）是本地的龙头股，有好消息就可开始注意。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Singapore DBS Bank and China Council for the Promotion of International Trade will work together to strengthen support for Chinese companies to expand into the ASEAN market. This cooperation aims to help Chinese companies achieve internationalization, strengthen the supply chain in the region, create jobs, and accelerate sustainable development. At the same time, DBS Bank's regional customers can also use the network of CCPIT to expand their business in China. Chinese companies will also be able to take advantage of DBS's business network in Greater China, Southeast Asia and South Asia. DBS Bank is a local market leader, and we may start paying attention to it when there is good news. "
07-10-2024 (Mon) 8.59am
在惊人的涨势之后，分析师对中港股市今后的表现看法不一。一些认为这些股市上涨得过多过快，已经超买，应该会回调。其他人则表示，中港股市仍有继续上涨的空间。无论如何，值得注意的是，尽管近期中港股市强力反弹，许多中港的优质股票仍低于三年和五年平均水平，而随着中港股市这三年来的抛售，估值仍然还算是便宜的。 我们今年详细提到的两只值得长期投资的香港股票表现大好。所提过的这两只港股正是中芯国际 SMIC（请参阅Ecomm 2024 年 7 月 29 日、2024 年 5 月 13 日、2024 年 5 月 11 日、2023 年 9 月 25 日的 报导）和 腾讯 Tencent（请参阅Ecomm 2024 年 5 月 20 日 的报导）。 中芯国际（0981.HK）股价在 10 月 4 日 飙升 29.3%，有消息称北京方面宣布不鼓励中国人工智能公司购买美国英伟达(Nvidia)芯片，消息出来后推高了中国本土芯片制造公司的股价。中芯国际是一家由中国政府资助并部分拥有的中国芯片制造公司，该公司为华为供应芯片，其股价从 2024 年 9 月 23 日的 16.26 港元 暴涨 至 2024 年 10 月 4 日的 27.35 港元，涨幅高达 68%。我们在今年早些时候提到中芯国际是一只值得投资的股票时，交易价格仅为 16 多港元。 腾讯（0700.HK）今年积极实行股票回购(stock buybacks),股价近期也飙升。腾讯股价从 9 月 23 日 的 387.60 港元 跃升至 10 月 4 日 的 477.60 港元，涨幅为 23.2%。腾讯拥有 13 亿微信用户，所提供的许多产品也仍处于货币化的早期阶段。当 Ecomm Invest 提到腾讯是一项值得长期投资的公司时，其股价约为 380 港元。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) There are mixed views among analysts out there as to how these markets will perform from here after the recent spectacular rallies. Some are saying these markets went up too much too soon, are overbought and are due for pullbacks. Others are saying that there are still room for the rally to continue on. In any case, it is good to note that despite the recent strong rallies, many quality stocks in the Hong Kong and Shanghai markets are still trading below their three- and five-year averages, and that valuations are still cheap due to the three-year selloff. The two Hong Kong stocks that we have mentioned in detail earlier this year as worthy long term investments have done very well. They are none other than SMIC (Please refer to Ecomm updates on 29-Jul-2024, 13-May-2024, 11-May-2024, 25-Sep-2023) and Tencent (Please refer to Ecomm update on 20-May-2024). Semiconductor Manufacturing International Corporation (SMIC) (0981.HK), surged 29.3% in its share price on 4 October, following the news that Beijing reportedly discouraged Chinese AI firms from buying Nvidia chips, which boosted the share prices of Chinese chipmaking companies. SMIC, a Chinese chipmaking company which is state-funded and partially owned by the Chinese state and which supplies chips for Huawei, surged from HK$16.26 on 23 Sept 24 to HK$27.35 on 4 Oct 24 for a whopping 68% gain. When we mentioned about SMIC as a worthy investment earlier this year, it was only trading at around HK$16++. Tencent (0700.HK), which have been active in share buybacks this year, has also soared in its share price. Tencent's share price jumped from HK$387.60 on 23 September to HK$477.60 on 4 October, for a 23.2% gain. Tencent has 1.3 billion Wechat users, and many of the products that Tencent offers are still in the early stages of monetization. When Tencent was mentioned here at Ecomm Invest as a worthy long-term investment, it was trading at around HK$380++.
05-10-2024 (Sat) 8.30am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "周三恒生指数大涨623.36点 或2.82%，现在还是中港股市的天下，我们提过的中芯国际（0981.hk）单单周五一天就上涨6.2元或29.31%，从21.15元大涨至27.35元,表现很好。我的客户好多人有买这只股，在这恭喜他们。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The Hang Seng Index surged 623.36 points or 2.82% on Wednesday, as the best performing markets now belong to the Chinese and Hong Kong markets. The SMIC stock (0981.hk) that we mentioned rose $6.2 or 29.31% on Friday alone, surging from $21.15 to $27.35. Its stock price has done extremely well, and my congratulations to many of my clients who have bought this stock. "
01-10-2024 (Tue) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "中国央行星期天又出新招，首套、二套房存量房贷利率批量下调， 平均降幅0.5%左右。中国一招接一招，看来不止要提振股市上涨，也可能要保住5%经济增长的设限。周一中国所有的股指都暴涨，气势如虹。中国总理李强星期天要求救市政策相对成熟即马上推出，也几乎是救市政策将会不断的出招，这一次可能是来真的。短短4天，上证指数已大涨605点。顺便给大家看看令人咂舌的上证综指惊人的走势。(图表请参看ECOMM网站)" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "The People's Bank of China made a new move on Sunday, lowering the interest rates of existing mortgage loans for the first and second sets of houses in batches by an average of about 0.5%. China has taken one strategic move after another. It seems that it not only wants to boost its stock market, but also to maintain the 5% economic target growth. All Chinese stock indices soared on Monday with great momentum. Chinese Premier Li Qiang requested on Sunday to launch out market-rescuing measures as soon as they are ready to be launched at the right timing, which means that market-rescuing policies will continue to be launched, and it looks like this time they mean it for real. In just 4 days, the Shanghai Composite Index has risen by 605 points. Let us take a look at the amazing market trend of the Shanghai Composite Index. (Please refer to the chart on ECOMM website)" 
27-09-2024 (Fri) 8.15am
25-09-2024 (Wed) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "周二中国宣布了近年来最大的货币刺激和支持房地产市场措施，下调银行存款准备金率以及至少8000亿元人民币的流动性支持。受中国利好消息刺激，深圳、上海和香港股市大涨,沪指还创四年多来最大单日涨幅。新加坡反而下跌，但上升股405只，下跌股219只，股市其实是上涨的。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "On Tuesday, China announced the largest monetary stimulus and real estate support measures in recent years. The bank's reserve requirement ratio has been lowered, and at least 800 billion yuan of liquidity support has been unleashed. Boosted by good news from China, the Shenzhen, Shanghai and Hong Kong stock markets all rose sharply. The Shanghai Composite Index also recorded its largest single-day gain in more than four years. Although Singapore's STI fell on the contrary, there were 405 rising stocks, and 219 falling stocks, and hence the local stock market was actually broadly mostly higher. "
24-09-2024 (Tue) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "这一轮美联储大降息两码，对股市的影响有两种说法。卖空的说，根据以往的历史，降息两码，就会出现大跌进入熊市。另一种看多买上的则认为这一轮美联储大降息两码，鲍威尔却说经济没有衰退，只是要利息和经济回归正常，所以股市不会大跌。我较偏向后者，主要是历史上，股市大降息两码，都伴随经济危机或经济衰退，如雷曼兄弟倒闭、亚洲金融危机等，这一轮好象不是这样。 现在好多股票和指数触及阻力，如有下跌，我个人认为可趁机买进。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "There are two points of view on the impact of the Fed's double rate cut on the stock market. Short sellers say that according to past history, a double rate cut will lead to a bear market plunge. On the other hand, the bullish buyers believe that the stock market will not fall sharply after this round of the Fed's double rate cut, as Powell had said that the economy is not in recession, and that the huge rate cut was needed to normalise interest rates and the economy. I tend to adopt the latter view, mainly because historically, a huge rate cut usually takes place after economic crises or recessions, such as the collapse of the Lehman Brothers and the Asian financial crisis, but it does not seem to be the case in the current situation. Many stocks and indexes have now hit resistance levels. If there be pullbacks, I personally think you may take the opportunity to buy the dip. "
20-09-2024 (Fri) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "我们昨天提到“不管怎样，降息对股市还是利好”。 股市虽然还会上下剧烈波动,但应会渐入佳境，股市可能将继续上涨，这可能也符合我们提过的“看好10月股市”的说法。
海指周四涨40.76点,或1.13%，报3633点，冲破3600点，是17年来的高点,非常非常难得。我们提过新加坡大选，政联公司可注意，而政联公司也真的几乎全部大涨,政联公司还可注意。我们也提过可注意产业股，我们依然保留这个看法。其实昨天股市上升股415只，下跌股210只,已可说是全面上涨，所以中小市值的股票,我个人认为都可以开始注意。
新加坡的政经、安保等等，早已名闻于世，很多名人和富翁都喜欢入籍新加坡，尤其是区域地缘政治紧张，新加坡可作为避风港，更可吸引到各地的有钱人，而我们的股市却还是在低点，人家的股市上万点，我们还在3000多点徘徊，我个人认为本地的股市应该会吸引投资者到来。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "We mentioned yesterday that "in any case, the rate cut is still good for the stock market." Although the stock market may still fluctuate, it ought to gradually move higher. The stock market may continue to rise, which may also be in line with our statement of maintaining "optimism about the stock market in October."The STI rose 40.76 points, or 1.13%, to 3,633 points on Thursday, breaking above 3,600 points to a 17-year high, which is outstanding. We had mentioned before that with the Singapore general election coming up, we may look out for government-linked companies. It turned out that almost all of the government-linked companies have risen sharply, and these stocks are still worth looking into. We also mentioned that we may look into property stocks, and we still maintain this view. There were actually 415 stocks rising and only 210 stocks falling yesterday, which can be said to be a broad-based rally, and I personally think that small and medium-sized market cap stocks may also be looked into. Singapore's politics, economy, security etc. have long been famed in the world. Many celebrities and wealthy people want to become Singapore citizens, and this is especially true in the midst of regional geopolitical tensions. Singapore is deemed as a safe haven and continues to attract wealthy people from all over the world, and yet our stock market is still at a low point. The stock indexes of other global markets are over 10,000 points, while our local benchmark index is still hovering around 3,000++ points. I personally think that the local stock market should be able to attract more investors. "
17-09-2024 (Tue) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "交通部长兼财政部第二部长徐芳达透露，新加坡正在探讨一系列活跃股市的建议，包括扩大海峡指数的股票范围，不局限于大盘股，以及减轻企业上市成本和监管负担等。已在35年股市股海中，我个人认为这些建议每一项都将对整个股市带来新希望、新的流动性、新的活力、新的改革和股市的新气象。 " (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Minister for Transport and Second Minister for Finance Chee Hong Tat revealed that Singapore is exploring a series of new ideas to revitalize the stock market, including expanding the range of constituent stocks in the Straits Times Index that are not limited to large-cap stocks, as well as reducing listing costs and regulatory burdens for companies. Having been in the stock market for 35 years, I personally believe that each of these ideas will bring new hope, new liquidity, new vitality, new reforms and a new atmosphere for the local stock market as a whole. "
09-08-2024 (Fri) 8.30am
投资者继续关注经济数据、地缘政治冲突、美股财报以及美联储的利率走向。美国上周初请失业救济人数大幅下降，缓解了市场对美国经济衰退的担忧。地缘政治冲突方面，伊朗暂时相当克制,但中东的局势还不明朗.财报已接近尾声，较少财报干扰股市。美联储9月降息也已相当肯定，甚至传出可能降息0.5%的声音。股市虽还会上下波动，但前景看来不错。我个人认为本地股价还在低点， 还是可以投资。 今天是国庆日，祝新加坡国运永远昌盛，风调雨顺，人民永远丰衣足食。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: Investors continue to pay attention to economic data, geopolitical conflicts, US stock earnings reports and the interest rate trend of the Federal Reserve. The initial jobless claims in the U.S. fell sharply last week, easing market concerns about a US recession. In terms of geopolitical conflicts, Iran is temporarily quite restrained, but there are still uncertainties in the Middle Eastern situation. The financial reporting season is coming to an end, with fewer upcoming financial reports impacting the stock market. The Federal Reserve’s September interest rate cut is also quite certain, and there are even talks that the Fed may cut interest rates by 0.5%. Although the stock market will fluctuate up and down, the market outlook looks good. I personally think that local stock prices are still low, and we may still look to invest in local stocks. Today is National Day. I wish for continued prosperity and progress for our nation Singapore, and financial abundance for all.
07-08-2024 (Wed) 8.00am
高盛声称，在全球市场动荡不安中，对冲基金周一进场抄底， 大举买进美国科技股。 高盛首席执行官David Solomon认为美国经济躲过衰退。 市场还是会激烈震荡，上下波动。下星期可能会较明朗化。海指周二虽然还跌45.23点，但上升股还多过下跌股，下跌已不太是全面的。周五是假期，市场可能较淡静。现在股价相当吸引人，股价够便宜，就已可开始注意。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: Goldman Sachs claimed that hedge funds entered the market on Monday to buy U.S. technology stocks amid the global market turmoil. Goldman Sachs CEO David Solomon believes that the US economy has skirted a recession. The market will still be volatile and fluctuate up and down. There may perhaps be greater clarity next week. Although the STI fell 45.23 points on Tuesday, there were more rising stocks than falling stocks, and the losses were not so broad-based. Friday is a local public holiday, and the market may be quieter. With current stock valuations already quite attractive, and stock prices already cheap, we may start looking into stocks.
29-07-2024 (Mon) 8.01am
25-07-2024 (Thu) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: 特斯拉大跌12%，谷歌母公司Alphabet大跌5.03%，这两家大型科技公司财报欠佳，引发了英伟达、Meta Platforms以及微软等其他大型科技股也普遍大跌，拖累了美股下跌。 美国大选变数多，据说美国副总统哈里斯的民调暂时高过特朗普，不明朗因素影响股市的走势。从历史看，8月的前半月是一年中表现最糟糕的两周之一，但可能也是我们进场的时候。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: Tesla fell 12% and Google's parent company Alphabet fell 5.03%. The weak financial reports of these two large technology companies triggered a plunge in other large technology stocks such as Nvidia, Meta Platforms and Microsoft, dragging down the US stock market. In the midst of the changes in the US election situation, there were polls that showed US Vice President Harris leading over Trump. Factors of uncertainties are affecting the trend of the stock market. Historically, the first half of August is one of the worst two weeks of the year, but it may also be an opportune time for us to enter the market.
20-06-2024 (Thu) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: 新电信（Singtel）和4家电信公司合资开发电信业AI大语言模型,将使用多种语言，覆盖50个国家和地区约13亿客户。新电信近来的正面消息不少，可开始注意这只股票。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: Singtel and four telecommunications companies jointly developed an AI language model for the telecommunications industry, which will use multiple languages and cover about 1.3 billion customers in 50 countries and regions. There has been much positive news on Singtel recently, and we may start paying attention to this stock.
19-06-2024 (Wed) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: 国际投资公司KKR和新电信（Singtel）组成财团，将投资17亿5000万元于新科电信媒体全球数据中心 （STT GDC）。STT GDC是本区域一家主要的数据中心业者，以新加坡为总部。这项交易是东南亚今年以来最大宗的数码基础设施投资。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: International investment company KKR and Singtel formed a consortium to invest $1.75 billion in ST Telemedia Global Data Center (STT GDC). STT GDC is a major data center operator in the region, and is headquartered in Singapore. This transaction is the largest digital infrastructure investment in Southeast Asia this year.
14-06-2024 (Fri) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: 海指周四上扬17.09点,或0.52％，报3324.53点，开始有较好的表现。海指成份股方面，25只上扬，两只持平，三只下滑。涨幅最大的是扬子江船业（YZJ Shipbuilding）和胜科工业（Sembcorp Industries），分别上涨1.66％和1.41％，报2.45元和5.02元。这两只股票是ECOMM网站分析过，也是我们较喜欢的股票。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: The STI has performed well, rising 17.09 points, or 0.52%, to 3324.53 points on Thursday. Among the STI constituents, 25 rose, two remained unchanged, and three fell. The biggest gainers were Yangzijiang Shipbuilding and Sembcorp Industries, which rose 1.66% and 1.41% to $2.45 and $5.02 respectively. These two stocks have been analyzed before in the ECOMM website and are also our more favoured stocks.
11-06-2024 (Tue) 8.15am
以下是辉立证券首席股票经纪陈奕利先生的股市分析: "扬子江金融（YZJ FIN）自2022年4月28日第一天挂牌以来，因不属于指数股，投资机构只能卖出，从第一天的0.695就不断下跌。周一上涨0.025,或7.35%至0.36。将可能上试0.37和0.39。我个人认为这是一只可以作为长期投资的股票。止损点0.32（图表请参看ECOMM网站)。 胜科工业（SEMBCORP INDUSTRIES）不断的下跌，周一一度大跌0.13至4.93，闭市收窄至5.01元，出现一条长长的下影线，也触及长期的支持线，是值得注意的一只可以作为长期投资的股票。止损点4.93（图表请参看ECOMM网站)。" (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li: "Since the first day of the listing of YangtzeJiang (YZJ FIN) on April 28, 2022, investment institutions had been selling this stock because it is not an index stock. Its share price has been falling since the first day when it was trading at 0.695. On Monday, YangtzeJiang Finance rose 0.025 or 7.35% to 0.36 on Monday, and may test the upsides at 0.37 and 0.39. I personally think this is a stock that may be considered as a long-term investment. Stop loss point at 0.32 (please refer to the ECOMM website for the chart). The share price of SEMBCORP INDUSTRIES has been on the decline. On Monday, it fell 0.13 to 4.93, before closing at $5.01. A long lower shadow line has appeared, but the long-term support line has also been hit. It is a noteworthy stock that may be considered for long-term investment. Stop loss point at 4.93 (please refer to the chart on ECOMM website)."  
13-05-2024 (Mon) 8.45am
香港上市芯片制造商中芯国际(SMIC)上周五公布了好坏参半的财报：第一季度营收好于预期，同比增长 20% 至 17.5 亿美元； 但净利不及预期，同比大跌69%至7179万美元。 周五早些时候公布盈利后，中芯国际股价收盘上涨 1.5% 至 16.26 港元。 以下是中芯国际优势和弱点的分析： 优势： *中芯国际第一季度营收大幅增长，超越联华电子，是中国最大的国内芯片制造商，目前全球排名第四大芯片制造商，仅次于台积电(TSMC)、英特尔(Intel)和三星(Samsung)。 *第一季度80%的收入来自中国客户。 继美国和外国制裁，外国制造商的竞争有限，华为等中国客户主要只能从大陆制造商采购。 *中芯国际拥有华为等强大客户群，而华为智能手机在中国的受欢迎程度飙升。 弱点： *第一季度净利润低于预期，下降 69% 至 7,180 万美元, 受累于工厂和设备折旧成本。 *中芯国际对下半年的需求前景以及行业内的激烈竞争发出了警告。 Ecomm Invest 于 2023 年 9 月 25 日对中芯国际进行了详细报道，将其列为值得关注的公司，当时其股价低于 20 港元。 随后中芯国际股价从2023年9月的约20港元一路上涨至2023年11月6日盘中高点的25.20港元。中芯国际公布不及预期业绩后，Ecomm Invest于11月20日在此建议"赢钱就走"。 自2023年11月20日的22.40港元上升至2023年11月28日的23港元盘中高位后，便从2024年2月上旬的23港元一路下跌至2024年2月上旬的14港元以下，2024年5月10日最后交易收盘价为属低价位的16.26港元，股价因在低价位可有机会走高。但能否强势反弹，可取决于中芯国际与竞争者相比的芯片研发、客户芯片需求以及整体盈利等因素。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission. ) Hong Kong-listed chip manufacturer Semiconductor Manufacturing International Corporation (SMIC) reported mixed earnings results last Friday: Q1 revenue came in better-than-expected, rising 20% year-on-year to US$1.75 billion; but, net profits came in worse-than-expected, plunging 69% year-on-year to US$71.79 million. Its share price closed up 1.5% to HK$16.26 following the reporting of its earnings results earlier on Friday. Here are the analysis of the strengths and weaknesses of SMIC: Strengths: *SMIC Q1 revenue surged pass UMC and is China's biggest domestic producer, being now ranked the world's 4th largest chip producer behind TSMC, Intel and Samsung. *80% of its Q1 revenue is from customers in China. There is limited competition from foreign manufacturers due to the U.S. and foreign sanctions, and China customers such as Huawei can mainly source from Mainland manufacturers. *It has a strong customer base in Huawei, whose smartphones in China had been surging in popularity. Weaknesses: *Q1 Net profits came in below forecast, plunging 69% to $71.8 million following depreciation costs for plants and equipment. *SMIC has warned about the outlook of demand in the second half of the year, and of fierce competition within the industry. Ecomm Invest gave a detailed writeup on SMIC on 25 Sept 2023 as a company to watch, when its share price was trading below HK$20. SMIC then went all the way up from about HK$20 in Sept 2023 to an intraday high of HK$25.20 on 6 Nov 2023. On 20th Nov, after SMIC reported earnings that missed expectations, Ecomm Invest suggested here to take profits for this stock. After rising from HK$22.40 on 20 Nov 2023 to the intraday high of HK$23 on 28 Nov 2023, it went all the way down from HK$23 to below HK$14 in early February 2024. It last closed at the attractive price level of HK$16.26 on 10 May 2024, and it may possibly have a chance to move higher. Whether it can rebound strongly or not would depend on factors such as its own research and development of chips compared with that of its competitors, customer demand, and its overall profitability.
21-11-2023 (Tue) 7.45am
以下是辉立证券首席股票经纪陈奕利先生的股市分析:
"楊子江船厂（YANGZIJIANG SHIPBUILDING）从1.56下跌至1.43，开始反弹，现价1.47，在250日线的值支持下，可能上试1.56和1.69，支持1.43。（图表请参看ECOMM网站)。"
(所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。)
( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.)
The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li:
"YANGZIJIANG SHIPBUILDING fell from 1.56 to 1.43 and began to rebound. The current price is 1.47. With the support of the 250-day line, it may test 1.56 and 1.69. Support is at 1.43. (See the chart at ECOMM website)."
 "
23-02-2023 (Thu) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析:
"个别股图表跟进分析 （图表请参看ECOMM网站)
2月15日我曾提到YANGZIJIANG SHIPBUILDING “ 扬子江船厂经过两周的调整，又触及长期的支持线。如不跌破这条支持线，就可能挑战1.45，现价：1.27 支持1.24"。短短7天过后,扬子江船厂已上涨至1.35。现在已突破三角形的阻力，但触及1.35的阻力，如能破1.35的阻力，将可上试1.45。"
(Ecomm.sg提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。)
( All contents provided by Ecomm.sg are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.)
The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li:
" Follow-up analysis of individual stock charts (see chart in ECOMM website)
On February 15, I mentioned about YANGZIJIANG SHIPBUILDING that "After two weeks of downside adjustment, Yangzijiang Shipyard has touched the long-term support line again. If it does not fall below this support line, it may test the upside at 1.45. Current price: 1.27. Support: 1.24" In just a short period of 7 days, Yangzijiang Shipbuilding had already risen to 1.35. It has now broken through the triangular resistance, but is met with the resistance at 1.35. If it can break above the resistance of 1.35, it may attempt to test the upside at 1.45. "
15-02-2023 (Wed) 8.00am
以下是辉立证券首席股票经纪陈奕利先生的股市分析:
"YANGZIJIANG SHIPBUILDING 扬子江船厂经过两周的调整，又触及长期的支持线。如不跌破这条支持线，就可能挑战1.45，现价：1.27 支持1.24"
(Ecomm.sg提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。)
( All contents provided by Ecomm.sg are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.)
The following is the market analysis by Phillip Securities Principal Remisier Mr Willie Tan Yi Li:
"YANGZIJIANG SHIPBUILDING
After two weeks of downside adjustment, Yangzijiang Shipyard has touched the long-term support line again. If it does not fall below this support line, it may test the upside at 1.45. Current price: 1.27. Support: 1.24"
13-02-2024 (Tue) 5.00pm 摘录 / Excerpt
今年(2024年)还是有支撑股市上涨的理由, 这些因素包括： 1. 中国领导意外辞掉中国证监会主席易会满先生,并委任拥有强硬派之称的资深监管者吴清先生上任主席职位，这对中国股市非常有利。 从历史数据来看，当中国委任新证监会主席来重振市场 的时候，股市是大涨的。 据香港《标准报》报道，自 2016 年 2 月 刘士余先生 接替 肖钢先生 上任新证监会主席过后, 中国基准沪深 300 指数在约两年的时间内上涨了 40% 以上。 易会满先生 于 2019 年 1 月 接替刘士余先生 上任新证监会主席过后，沪深 300 指数 在接下来的两年里上涨了80%以上。(来源:标准报) 中国有关当局 已经出台多项支撑稳住股市的措施，预计还会将推出更多支持措施，进一步提振中国股市。 2. 可以解决掉高通胀问题,并最终导致降息的局势是一个股市大利好的因素。 目前，我们看到的是通胀率正在下降的趋势，而这个趋势如果持续下去，将提振今年的股市。 3. 历史数据显示，在现任美国总统竞选连任总统的选举年, 标准普尔 500指数在这年一般都会上扬。 CRFA美国策略师表示，总统寻求连任的一年里，标普500指数一律上涨14次，平均总回报率为15.5%。 （来源: 路透社新闻） 4. 美国股指创历史新高是一个偏向牛市的信号。 奈德·戴维斯研究公司首席美国策略师表示，标普500指数过去在创新高后，一年内平均上涨14%，并也表示在14次创新高后有13次是上涨的。 （来源: 路透社新闻） 因此，除非出现使市场脱轨的新发展事态或灾难事件，否则今年市场仍可走高。 今年金价将继续震荡，但应该仍会有走高的机会。 可考虑买入黄金作为对冲工具或是当作投资。 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) there are reasons to back the case for further upsides in the market this year (in 2024) as follows: 1. The surprise replacement of Yi Huiman as head of the China Securities Regulatory Commission with Wu Qing, a veteran regulator with a reputation for tough action, was a boost for the Chinese market. Historically, China's previous moves to name new markets chiefs have provided a boost to the market. According to Hong Kong's [The Standard], China's benchmark CSI 300 Index rose over 40% in almost a two-year period after Liu Shiyu was assigned to replace Xiao Gang in February 2016, and after Yi Huiman replaced Liu Shiyu in January 2019, the same index increased by more than 80% over the subsequent two years. (Referenced from The Standard). A number of measures have already been already rolled out by the authorites to support the markets, and more additional supporting measures are expected to be rolled out, which will provide a further boost to the Chinese markets. 2. The resolving of the inflation problem leading to rate cuts is a huge positive for the markets. Currently, we are seeing a trend of declining inflation, and if this continues on, it will be a boost for the markets this year. 3. The historical data shows that the S&P 500 usually rallies in an election year that a U.S. president sought a re-election. According to a U.S. strategist at CRFA, the S&P 500 rallied all 14 times in the year that a president sought re-election, with an average total return of 15.5%. (Referenced from Reuters News) 4. U.S. stock indexes reaching record highs is a bullish sign. According to chief U.S. strategist at Ned Davis Research, the S&P 500 went on to rise an average of 14% a year after a new high was reached, rising 13 out of 14 times. (Referenced from Reuters News) Therefore, barring new developments or catastrophic events that could derail the markets, it is still possible for the markets to go higher this year. Gold price will likely continue to fluctuate this year, and there will be opportunities for it to move higher. Gold is a good option to hedge your portfolio or as an investment on its own. 25-09-2023 (Mon) 11.15am - 摘录 / Excerpt (SMIC) 使用5G 7nm Kirin 9000s芯片的新款华为Mate 60 Pro出售后,令美国政界人士大为震惊。他们原本以为美国对5G芯片和制造设备的制裁和限制将使华为智能手机至少在未来几年内处于4G模式, 但没想到麒麟9000芯片由中国芯片制造商中芯国际在国内生产，华为因此战胜了美国的制裁。 其中最大的输家是美国芯片公司高通(Qualcomm)，该公司今年给华为供应了超过 4000 万颗手机芯片，而从明年开始将完全失去所有的生意，因为中国大陆公司中芯国际将代替高通转为华为的供应者。美国的制裁适得其反，高通将损失数十亿美元的业务。据报道，华为Mate 60 Pro在大陆大受欢迎，这也能理解的,毕竟这是中国在逆境中浴火重生的产品,是中国人的骄傲。 华为Mate 60 Pro的强劲销售将导致iPhone失去市场份额，这也是苹果的损失。 中芯国际(SMIC)是世界一流的中国芯片企业，未来是光明的。 美国对5G芯片与设备销售的限制，促使中国在芯片制造领域加大投资、加大努力。被美国逼到墙角,中国政府除了在国内研发制造出自己的芯片已别无他路，并尽心投入数千亿美元于芯片制造的研发，远超过美国或欧盟类似的投资。 半导体工作的入门级工资翻了一倍，大学也得到新的资金辅助来培养本土人才。 值得注意的是，中芯国际能够在如此短的时间内无需外来EUV技术,便能从14nm芯片制造升级到7nm芯片制造。一些专家表示，中国可能需要二十年的时间才能在不依赖外国创新的情况下开发出制造先进半导体芯片的必要技术。 中芯国际的创新与制造出 7 纳米芯片的惊人速度凸显了中芯国际有一天可能赶上制造 目前 iPhone 款式使用的4 纳米芯片，并可能挑战台湾台积电(TSMC)的领先地位。在政府的委身和雄厚资金支持之下,以及人民强烈的使命，中芯国际是未来几年值得关注的公司。 随着华为高端智能手机的热销，今后将给华为供应5G芯片的中芯国际将受益。中芯国际面临的风险是，美国可能会设法攻击中芯国际和华为，并进一步限制美国技术。 但凭借强大的创新能力和使命感，中国人总有一天能够完全摆脱外国技术，创造出一个完全属于国内的技术，无受干扰制造出本土的芯片。 此外，中国最近禁止在政府办公室使用iPhone，并限制两种稀土元素的出口，这无疑已是在警告美国，如果美国继续推动更多制裁，中国也可采取更多对美国不利的措施。 （毕竟美国人都不买华为手机，而Iphone在中国有相当大的市场销售，如果中国全面禁止Iphone，试问谁的损失较大？） 中芯国际在中国国内供应芯片，但也有潜质与世界顶尖的的公司竞争，是一家值得关注的公司。 中芯国际在香港股市交易（00981.HK）,也在上海股市交易（688981.SS）。 有关中芯国际的视频，请游览 https://www.smics.com/uploads/video0919.mp4 (所提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。) ( All contents provided are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.) The new Huawei Mate 60 Pro that ran on 5G 7nm Kirin 9000s chip greatly alarmed U.S. politicians who had thought that the U.S. sanctions and restrictions on the sale of 5G chips and equipment would have left Huawei smartphones in 4G mode in at least a few years to come. Kirin 9000s chips are domestically produced in China by Chinese chipmaker company SMIC, and Huawei has thereby completely bypassed U.S. sanctions. The biggest loser of this is U.S. company Qualcomm which was supplying more than 40 million chipsets to Huawei this year, and stands to lose all of this business next year, as Chinese homegrown company SMIC will be supplying Huawei the chipsets instead. Qualcomm stands to lose billions of dollars in business as U.S. sanctions backfired. The Huawei Mate 60 Pro was reportedly a big hit in China, and was the nationalistic pride of China, having risen from ashes in adversity. Strong sales of Huawei Mate 60 Pro would eat into the market share of Iphones, and would be a loss to Apple. SMIC is a worldclass Chinese chipmaker company, and its future is bright. The U.S. restrictions on the sale of 5G chips and chipmaking equipment had pushed China to invest more and work harder in the field of chipmaking. Being pushed into a corner by the U.S., the Chinese government see no way out except to build their own chips, and is pouring hundreds of billions of dollars into the research and development of the chipmaking business, far more than the U.S. or the EU. Entry-level salaries for semiconductor jobs have doubled, and new funds are provided for universities to boost homegrown talents. What is remarkable is that SMIC was able to move from 14nm to 7nm chip manufacturing in such a short time without the foreign EUV technology. Some experts were saying it could take two decades for China to develop the necessary technologies to manufacture advanced semiconductors without relying on foreign innovations. The alarming speed to which SMIC could innovate and manufacture the 7nm chips highlighted the possibility of it in time to come to find a way to manufacture 4nm chips, the chips used by the current iphone models, and could then challenge the dominance of Taiwan's TSMC in the chipmaking business. Backed by the commitment and funding of the government, and a strong mission of the people to overcome the sanctions imposed on their nation, SMIC is the company to watch in the years to come. With the Huawei high-end smartphone selling well, SMIC stands to benefit from it, as it will be supplying the 5G chips to Huawei henceforth. The risk to SMIC is that the U.S. may find ways to attack SMIC and Huawei, and impose further restrictions on American technology. However, due to the strong innovative capabilities, and sense of mission, there could come a day when the Chinese could wean itself from foreign innovations and come up with its own technology in the entire chipmaking process. Also, China has recently banned the use of Iphones in government offices, and restricted the exports of 2 rare earth elements, and this is a warning to the U.S. that China could do more if the U.S. pushes for more sanctions. (After all, Americans do not buy Huawei phones, while the Iphone has a considerable market share in China. Who stands to lose more if China outright bans the Iphone in the entire country?) SMIC is supplying chips domestically in China, but also has the potential to compete with the best in the world in time to come, and is a company to watch. SMIC is traded in Hong Kong market (0981.HK) and in the Shanghai market (688981.SS) For video on SMIC, visit https://www.smics.com/uploads/video0919.mp4
30-01-23 (Mon) 3.30pm
多年前，Ecomm 对黄金提出了买入建议，随后几年看到黄金进入牛涨时期。 黄金现在又再次受到瞩目。 尽管黄金不支付股息，但从长远来看，黄金有上涨的潜能尤其是当美联储停止加息之前的那段时期。可买入黄金的原因如下：
* 黄金是对冲市场风险的良好对冲工具,尤其是当你不想卖掉手上股票，计划长期持守拥有的股票。
* 中央银行和金砖国家一直在购买黄金。 金砖国家正在建立一种与黄金挂钩的新货币。 如果金砖国家真的实行这样的一个新货币（看来这是迟早的事），那么从长远来看，金价将远高于目前的价格。
(Ecomm.sg提供的本文只供参考, 投资买卖，必须審慎，自负责任。版权所有,未经允许,禁止转载。)
( All contents provided by Ecomm.sg are for informational purposes only. Access to and the use of the contents are at the user's own risk. You should assess your situation and risk tolerance, and do your own due diligence before making any investment decisions. All losses and costs associated with investing are your responsibility. All rights reserved. This material may not be published, broadcast, or redistributed without permission.)
Years ago, Ecomm made a buy recommendation on gold, and it went bullish for the next few years. Gold is now in vogue again. Despite not paying dividends, gold may be considered a good add to your portfolio in the longer term, especially nearer the period when the Fed stops hiking the rates. Here are the reasons why:
* If you intend to hold on to your portfolio positions for the long term, gold is a good hedge against market risks.
* The central banks and the BRICS nations have been buying up gold. the BRICS are looking to set up a new currency that is tagged to the gold. If this common currency were to come into being, which it looks like it will in time to come, then gold price is going to go up much higher than the current price in the longer run.
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