04-08-2022, 03:53 PM
![](https://i.imgur.com/CLvY2jA.png")
Fed aggressive rate hikes always cause deep recession
04-08-2022, 03:54 PM
04-08-2022, 04:15 PM
how the oil giant evolves over time in singapore
https://www.businesstimes.com.sg/compani...ean-energy
https://www.businesstimes.com.sg/compani...ean-energy
04-08-2022, 04:32 PM
how ocbc evolves over time when singapore was separated from malaysia in 1965
https://www.investing.com/news/stock-mar...ts-2861250
https://www.investing.com/news/stock-mar...ts-2861250
04-08-2022, 04:41 PM
USD/SGD - US Dollar Singapore Dollar
Real-time FX
1.3797
-0.0007(-0.05%)
https://www.youtube.com/watch?v=N23Ad7YsHP0
Real-time FX
1.3797
-0.0007(-0.05%)
https://www.youtube.com/watch?v=N23Ad7YsHP0
04-08-2022, 04:43 PM
04-08-2022, 04:48 PM
04-08-2022, 04:50 PM
04-08-2022, 04:56 PM
05-08-2022, 09:11 AM
05-08-2022, 09:20 AM
like GEshare, genting sg is also in accumulative mode on 5/8/2022
http://www.gentingsingapore.com/#!/en/in...-and-chart
http://www.gentingsingapore.com/#!/en/in...-and-chart
08-08-2022, 01:05 PM
08-08-2022, 01:12 PM
https://sg.finance.yahoo.com/quote/G07.S...1502150400&period2=1659916800&interval=1d&filter=history&frequency=1d&includeAdjustedClose=true
08-08-2022, 01:34 PM
dated Aug. 7, 2022 5:58 am ET
SAVE
PRINT
TEXT
133
Corporate-earnings expectations are falling. That means the stock market is again at risk of appearing expensive, even after this year’s tumble.
Wall Street often uses the ratio of a company’s share price to its earnings as a gauge for whether a stock appears cheap or overpriced. By that metric, the market as a whole had been especially pricey for much of the past two years when easy monetary policy propelled major stock indexes to dozens of new highs.
NEWSLETTER SIGN-UP
Markets
A pre-markets primer packed with news, trends and ideas. Plus, up-to-the-minute market data.
PREVIEW
SUBSCRIBE
That environment has disappeared. Worries about inflation and the path of the Federal Reserve’s interest-rate increases have spurred tumult in markets, along with debate about the appropriate value of stocks. The S&P 500 has fallen 13% in 2022, despite rallying 13% since mid-June.
Yet even as stock prices dropped, the earnings half of the P/E equation remained relatively resilient. Now that Wall Street analysts are cutting profit estimates at a faster pace than usual, some investors are bracing for another stretch of volatility in the stock market.
“It’s hard for us to argue the market is cheap,” said Rob Haworth, senior investment strategist at U.S. Bank. “We haven’t yet seen the end of earnings resetting.”
The third-quarter bottoms-up earnings-per-share estimate, an aggregate of consensus projections for individual companies in the S&P 500, fell by 2.5% in July, according to FactSet. That is the biggest reduction during the first month of a quarter in more than two years and a larger decline than the historic average.
The market’s valuation is back on the rise as well. After slipping from lofty levels at the beginning of the year, the S&P 500 is trading at 17.5 times expected earnings over the next 12 months, up from 15.3 in mid-June and slightly ahead of its 10-year average.
Feb. 2022
Aug.
14
15
16
17
18
19
20
21
22
Netflix Inc., Bath & Body Works Inc. and Twitter Inc. are among the companies whose valuations have soared in recent weeks as their earnings estimates have slumped.
“It’s not just fundamentals or growth, but what you’re paying for those is ultimately what matters,” said Ronald Saba, senior portfolio manager at Horizon Investments. “Valuations are going to matter more and more, especially in a slowing growth environment.”
In the week ahead, investors await reports on consumer and producer prices for the latest reading on inflation. They will also parse quarterly results from companies such as Walt Disney Co., Norwegian Cruise Line Holdings Ltd. and Tyson Foods Inc. for more insights on the state of the consumer.
Recent data releases and corporate-earnings reports have flashed mixed signals about the economy’s trajectory and whether a recession is on the horizon. Gross domestic product has contracted for two straight quarters, but Friday’s robust jobs report showed unemployment remains low and the economy is adding jobs at a healthy clip.
SAVE
TEXT
133
Corporate-earnings expectations are falling. That means the stock market is again at risk of appearing expensive, even after this year’s tumble.
Wall Street often uses the ratio of a company’s share price to its earnings as a gauge for whether a stock appears cheap or overpriced. By that metric, the market as a whole had been especially pricey for much of the past two years when easy monetary policy propelled major stock indexes to dozens of new highs.
NEWSLETTER SIGN-UP
Markets
A pre-markets primer packed with news, trends and ideas. Plus, up-to-the-minute market data.
PREVIEW
SUBSCRIBE
That environment has disappeared. Worries about inflation and the path of the Federal Reserve’s interest-rate increases have spurred tumult in markets, along with debate about the appropriate value of stocks. The S&P 500 has fallen 13% in 2022, despite rallying 13% since mid-June.
Yet even as stock prices dropped, the earnings half of the P/E equation remained relatively resilient. Now that Wall Street analysts are cutting profit estimates at a faster pace than usual, some investors are bracing for another stretch of volatility in the stock market.
“It’s hard for us to argue the market is cheap,” said Rob Haworth, senior investment strategist at U.S. Bank. “We haven’t yet seen the end of earnings resetting.”
The third-quarter bottoms-up earnings-per-share estimate, an aggregate of consensus projections for individual companies in the S&P 500, fell by 2.5% in July, according to FactSet. That is the biggest reduction during the first month of a quarter in more than two years and a larger decline than the historic average.
The market’s valuation is back on the rise as well. After slipping from lofty levels at the beginning of the year, the S&P 500 is trading at 17.5 times expected earnings over the next 12 months, up from 15.3 in mid-June and slightly ahead of its 10-year average.
Feb. 2022
Aug.
14
15
16
17
18
19
20
21
22
Netflix Inc., Bath & Body Works Inc. and Twitter Inc. are among the companies whose valuations have soared in recent weeks as their earnings estimates have slumped.
“It’s not just fundamentals or growth, but what you’re paying for those is ultimately what matters,” said Ronald Saba, senior portfolio manager at Horizon Investments. “Valuations are going to matter more and more, especially in a slowing growth environment.”
In the week ahead, investors await reports on consumer and producer prices for the latest reading on inflation. They will also parse quarterly results from companies such as Walt Disney Co., Norwegian Cruise Line Holdings Ltd. and Tyson Foods Inc. for more insights on the state of the consumer.
Recent data releases and corporate-earnings reports have flashed mixed signals about the economy’s trajectory and whether a recession is on the horizon. Gross domestic product has contracted for two straight quarters, but Friday’s robust jobs report showed unemployment remains low and the economy is adding jobs at a healthy clip.
10-08-2022, 10:48 AM
any selldown in ocbc share in october will put the excess $7b dry powder into action soon
https://www.straitstimes.com/business/ba...als-report
https://www.straitstimes.com/business/ba...als-report
10-08-2022, 11:05 AM
ocbc 's earning will be further boosted when hk cut hotel quarantine to zero expected by end 2022
https://www.france24.com/en/asia-pacific...-to-3-days
https://www.france24.com/en/asia-pacific...-to-3-days
10-08-2022, 11:34 AM
2015 ipo at $0.30
https://insideretail.asia/2015/08/13/soo...nches-ipo/
2020 delist at $0.15
https://www.businesstimes.com.sg/compani...se-company
they made a good profit of $0.15 per share
https://insideretail.asia/2015/08/13/soo...nches-ipo/
2020 delist at $0.15
https://www.businesstimes.com.sg/compani...se-company
they made a good profit of $0.15 per share
10-08-2022, 11:49 AM
ocbc's $7b excess capital easily can buy another two asian banks
https://www.reuters.com/article/us-wing-...1P20140401
https://www.reuters.com/article/us-wing-...1P20140401
11-08-2022, 04:16 PM
it is comparable to 2020 global supply chain disruption caused by covid19 lockdown or 2022's Russia and Ukarain war triigerred off supply chain disruption
当时第一次世界大战正席卷欧陆，导致欧洲人口的货源日缺，于是庄希泉和陈楚楠乃掌握时机，合夥开办了一间专营中国货的公司，而李光前更是在聘任期间，开始展露了他在商业上的才华。他除了增加经营的种类，购进高质量的产品以扭转中国货品在市场上竞争的劣势；同时由于民国初年的小学课本已改为新版本，因此他瞄准了此一先机，大批进口中华书局新编订的教科书，以代替清朝末年新马各地学校沿用的旧课本。此外，他还积极引进了各种宣扬新思想的书刊，此举乃在新马两地开创了民族文化崭新的一页，并且打开了经营国货的困难格局，从而衍生出本土及国外进口贸易的新局面。
当时第一次世界大战正席卷欧陆，导致欧洲人口的货源日缺，于是庄希泉和陈楚楠乃掌握时机，合夥开办了一间专营中国货的公司，而李光前更是在聘任期间，开始展露了他在商业上的才华。他除了增加经营的种类，购进高质量的产品以扭转中国货品在市场上竞争的劣势；同时由于民国初年的小学课本已改为新版本，因此他瞄准了此一先机，大批进口中华书局新编订的教科书，以代替清朝末年新马各地学校沿用的旧课本。此外，他还积极引进了各种宣扬新思想的书刊，此举乃在新马两地开创了民族文化崭新的一页，并且打开了经营国货的困难格局，从而衍生出本土及国外进口贸易的新局面。
11-08-2022, 04:25 PM
the earlier two wars that affected SE asia economy and the current US china 's conflict and make US big again vie the US chip act , china tech sanction,us 's group of friends and US's interest rate maneuvers and build manufacturing factory in US are worst than the 1020 era
http://www.tireworld.com.cn/community/ba...30229.html
http://www.tireworld.com.cn/community/ba...30229.html
11-08-2022, 04:40 PM
11-08-2022, 04:49 PM
11-08-2022, 04:52 PM
it all started with US and china word of mouth's war then trade war and slowly into tech's war and then sanction chip makers and sanction china listed firms in us and then entering the next stage taiwan (us and china's physical war?)
12-08-2022, 11:44 AM
two months to prepare for the day in october 2022
https://www.cnbc.com/2018/10/31/the-stoc...tober.html
https://www.cnbc.com/2018/10/31/the-stoc...tober.html
12-08-2022, 02:51 PM
GBA strategy still core and key
Previously, OCBC’s management had identified China as a megatrend and had articulated a Greater Bay Area (GBA) strategy.
Wong, who became CEO in April 2021, remains committed to the GBA strategy and China. “Our strategy is very much supporting the flow between China and Asean, on the investments that come this way, I think there is still quite a lot of business to do. Many Chinese customers or MNCs have started operations for some time now, in some of the Asean countries,” Wong indicates.
For example, Wong cites companies that have invested in Penang, and fintech companies from China based in Singapore. In addition, on the sustainability front, Chinese companies big on electric vehicles (EV) and batteries are sourcing commodities from the region.
OCBC’s onshore presence in China is limited. “You have to think about the competitive positioning of us as a banking group in China. Of course, it is very competitive with the big Chinese local banks. So to compete by lending in China alone is not a good strategy. But to help Chinese companies going to other parts of the world where we have a good presence, that is something we want to do,” Wong says.
At present, travel between the GBA and Asean is curtailed to contain the spread of Covid-19. Chinese customers who want to travel out of the GBA into Hong Kong or vice versa are very much limited, Wong points out.
“But in the longer run, the flow [of trade and investment] within Asia, demand for banking, wealth management and insurance products will also increase as the market becomes more affluent. And I think the important thing is putting our act together as one group and as one bank to capture and serve our customers on a regional basis,” Wong says.
Tan Teck Long, executive vice-president and head of global wholesale banking, reiterates Wong’s view of how OCBC positions itself in the GBA. “As a foreign bank, the strategic positioning for China is really about delivering our network outside Mainland China. Basically, there are two flows which are important to us. One is the Mainland China and Hong Kong flow. The other is the flow between the Greater China and Asean.”
https://unherd.com/thepost/chinas-econom...o-implode/
Previously, OCBC’s management had identified China as a megatrend and had articulated a Greater Bay Area (GBA) strategy.
Wong, who became CEO in April 2021, remains committed to the GBA strategy and China. “Our strategy is very much supporting the flow between China and Asean, on the investments that come this way, I think there is still quite a lot of business to do. Many Chinese customers or MNCs have started operations for some time now, in some of the Asean countries,” Wong indicates.
For example, Wong cites companies that have invested in Penang, and fintech companies from China based in Singapore. In addition, on the sustainability front, Chinese companies big on electric vehicles (EV) and batteries are sourcing commodities from the region.
OCBC’s onshore presence in China is limited. “You have to think about the competitive positioning of us as a banking group in China. Of course, it is very competitive with the big Chinese local banks. So to compete by lending in China alone is not a good strategy. But to help Chinese companies going to other parts of the world where we have a good presence, that is something we want to do,” Wong says.
At present, travel between the GBA and Asean is curtailed to contain the spread of Covid-19. Chinese customers who want to travel out of the GBA into Hong Kong or vice versa are very much limited, Wong points out.
“But in the longer run, the flow [of trade and investment] within Asia, demand for banking, wealth management and insurance products will also increase as the market becomes more affluent. And I think the important thing is putting our act together as one group and as one bank to capture and serve our customers on a regional basis,” Wong says.
Tan Teck Long, executive vice-president and head of global wholesale banking, reiterates Wong’s view of how OCBC positions itself in the GBA. “As a foreign bank, the strategic positioning for China is really about delivering our network outside Mainland China. Basically, there are two flows which are important to us. One is the Mainland China and Hong Kong flow. The other is the flow between the Greater China and Asean.”
https://unherd.com/thepost/chinas-econom...o-implode/
15-08-2022, 04:52 PM
17-08-2022, 09:58 AM
19-08-2022, 10:19 AM
genting sg share at $0.80
https://www.reuters.com/article/genting-...6920090909
https://www.reuters.com/article/genting-...6920090909
19-08-2022, 10:24 AM
« Next Oldest | Next Newest »
Users browsing this thread: 1 Guest(s)
