gooman

gooman | Joined since 2017-01-13

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2023-01-29 10:02 | Report Abuse

China currently dominates global EV production and domestic adoption of new energy vehicles is well advanced. The China Passenger Car Association expects sales of new energy cars, mainly EVs, to hit 8.5 million units this year, or 36% of all new sales.

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2023-01-27 11:17 | Report Abuse

The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg

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2023-01-26 17:56 | Report Abuse

Hang Seng Index Jumps to 11-Month High Boosted by Holiday Data
Hong Kong markets reopen after Lunar New Year holiday
Equities, yuan advance as data shows spending, tourism revival
https://www.bloomberg.com/news/articles/2023-01-26/china-stocks-rally-in-hong-kong-as-holiday-spending-recovers#xj4y7vzkg

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2023-01-25 11:57 | Report Abuse

Debt-Limit Fight Risks Early End to Fed Quantitative Tightening
Fed has penciled in shrinking its bond portfolio into 2024
Economists see rising risk Fed will need to end its plan early
https://www.bloomberg.com/news/articles/2023-01-24/debt-limit-fight-risks-early-end-to-fed-quantitative-tightening#xj4y7vzkg

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2023-01-24 08:02 | Report Abuse

PHLX Semiconductor Index was up 5.01 percent yesterday.
https://www.marketwatch.com/investing/index/sox

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2023-01-23 23:33 | Report Abuse

Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front

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2023-01-23 23:22 | Report Abuse

Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
Expects high rents inflation to fall back in mid-2023
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front

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2023-01-23 20:19 | Report Abuse

Taiwan Semiconductor Could Soar in 2023

Taiwan Semiconductor reported a strong outlook for 2023 in its most recent earnings call.
https://www.fool.com/investing/2023/01/22/taiwan-semiconductor-could-soar-in-2023/

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2023-01-23 08:22 | Report Abuse

https://www.bloomberg.com/news/articles/2023-01-22/bullish-calls-mount-as-asian-stocks-go-on-a-tear-in-the-new-year
Bullish Calls Mount as Asian Stocks Go On a Tear in the New Year
MSCI Asia Pacific Index has climbed 7.2% so far in January
Asia earnings upgrades are beating those of the US and Europe

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2023-01-21 08:14 | Report Abuse

Stocks Bounce Thanks to Tech Rally, Fed Comments: Markets Wrap
Policy pretty close to sufficiently restrictive: Fed’s Waller
https://www.bloomberg.com/news/articles/2023-01-19/asian-stocks-set-for-mixed-open-after-us-stumbles-markets-wrap#xj4y7vzkg

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2023-01-20 22:58 | Report Abuse

BofA Says Non-US Funds Shine as China Opening Fuels Capitulation
Investors added $12.7 billion to EM funds in a week: BofA

Investors are flocking to emerging market funds like never before, while European stocks have seen their first inflows in almost a year as optimism abounds around China’s reopening, Bank of America Corp. strategists said.
https://www.bloomberg.com/news/articles/2023-01-20/bofa-says-non-us-funds-shine-as-china-opening-fuels-capitulation?leadSource=uverify%20wall

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2023-01-19 09:33 | Report Abuse

Fed’s Logan Indicates Support for Slower US Rate-Hike Pace
Favors keeping financial conditions restrictive as pace slows
Strong services inflation a symptom of an ‘overheated economy’
https://www.bloomberg.com/news/articles/2023-01-18/fed-s-logan-indicates-support-for-slower-us-rate-hike-pace

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2023-01-17 23:15 | Report Abuse

Oil prices hit two-week highs on hopes of China demand rebound

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2023-01-17 15:16 | Report Abuse

Goldman, UBS Join Bullish Bets on Global Assets as China Reopens
Chinese stocks, Thai baht and Asian equities have room to run
Oil and copper could rally further as Chinese demand returns
https://www.bloomberg.com/news/articles/2023-01-16/goldman-ubs-join-bullish-bets-on-global-assets-as-china-reopens?leadSource=uverify%20wall

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2023-01-16 15:37 | Report Abuse

Tech’s Slump Camouflages a Rally Sweeping Across Most of S&P 500
About three-quarters of SPX is trading 20% or more above lows
Broad rebound is masked by megacaps like Apple and Microsoft
https://www.bloomberg.com/news/articles/2023-01-14/tech-s-slump-camouflages-a-rally-sweeping-across-most-of-s-p-500?leadSource=uverify%20wall

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2023-01-16 09:31 | Report Abuse

Dazed and Exhausted Stock Buyers Can Finally Catch Their Breath
Options traders are pricing in smoother sailing than 2022
Cooler inflation, resilient economy drive second weekly gain
https://www.bloomberg.com/news/articles/2023-01-15/dazed-and-exhausted-stock-buyers-can-finally-catch-their-breath

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2023-01-12 12:42 | Report Abuse

Goldman Sees $110 Oil by Third Quarter on Full China Reopening
Jeff Currie says commodity prices hinge on China’s reopening
Copper prices may climb to $11,500 a ton by end of 2023
https://www.bloomberg.com/news/articles/2023-01-11/goldman-sees-110-oil-by-third-quarter-on-full-china-reopening

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2023-01-12 12:28 | Report Abuse

oil price surged today

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2023-01-11 19:43 | Report Abuse

China has a $143bn semiconductor plan to beat US chip sanctions

Beijing is ready to pump cash into its chip industry to boost manufacturing capabilities and hit back against Washington's sanctions
https://flipboard.com/topic/beijing/-/a--A-rUisqQAOjCd86lsQTuw%3Aa%3A3553223609-%2F0?format=amp

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2023-01-11 18:42 | Report Abuse

Global Funds Bolster China Forays as Market Outlook Brightens
Approvals accelerated near year end after Party congress
China’s policy shifts have lifted investor sentiment this year
https://www.bloomberg.com/news/articles/2023-01-11/global-funds-bolster-china-forays-as-market-outlook-brightens?leadSource=uverify%20wall

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2023-01-11 18:33 | Report Abuse

Goldman Sachs: Oil Prices To Hit $105 On Solid Demand Growth

By Tsvetana Paraskova - Jan 10, 2023, 3:40 AM CST
Goldman Sachs believes solid demand growth could send Brent climbing to $105 by the fourth quarter of 2023.
China has now reopened its borders and allocated large crude oil import quotas to its refiners, supporting the thesis for strong demand growth.
Goldman Sachs believes the downside for oil markets is limited due to the ability of OPEC+ to intervene in oil markets.

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2020-01-17 17:53 | Report Abuse

Ann Joo was up 4.10%...

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2018-05-28 15:26 | Report Abuse

Kesm is a good buy. Best semiconductor stock. TP 19.80

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2018-05-24 15:30 | Report Abuse

Kesm is a good buy. Undervalued semiconductor stock, US semiconductor index has been bullish.

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2018-05-16 13:34 | Report Abuse

Buy Kesm. Its outlook is very good. Best semiconductor stock.

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2018-05-08 11:58 | Report Abuse

Kesm is a good buy. The US semiconductor index has beenvery bullish. Its outlook is very good, Kesm is the best semiconductor stock.

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2018-05-02 09:55 | Report Abuse

Kesm is a good buy. US semiconductor sales in Q1 were outstanding. Best semiconductor stock

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2018-04-19 08:49 | Report Abuse

Kesm is a good buy. 30% upside potential. Oversold

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2018-04-17 14:14 | Report Abuse

Kesm is a good buy. 20% upside potential, its outlook is very good. Best semiconductor stock

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2018-04-13 15:50 | Report Abuse

Kesm is a good buy. 20 percent upside potential. US semiconductor index has been very bullish recently.

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2018-04-09 14:28 | Report Abuse

Kesm is a good buy. After it plunged 20% due to a trade war concern, it is good to accumulate it.

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2018-04-05 08:16 | Report Abuse

Buy Kesm today. It fell more than 17% yesterday due to fake local news about a trade war. Its is likely to rebound strongly today. Easy money.

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2018-03-29 08:52 | Report Abuse

Kesm is a good buy. A good opportunity to buy due to a recent drop. CIMB's top pick. Its outlook is very good after tbe recent AMG

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2018-03-27 14:59 | Report Abuse

Kesm is a good buy. CIMB's top pick. the majority of its transactions are in ringgit, so it does not get affected by strong ringgit. Its outlook is very good after the recent AMG. Automotive semiconductor stock.

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2018-03-22 08:36 | Report Abuse

Buy Kesm. CIMB's top pick. CIMB Research does not expect the appreciation in ringgit against US$ to bring material earnings impact to KESM, given that the majority of its transactions are in ringgit.

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2018-03-16 08:25 | Report Abuse

Kesm is a good buy. Its outlook is very good after the recent AGM. ClMB's top pick,

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2018-03-14 08:48 | Report Abuse

Kesm is a good buy. CIMB's top pick. Its outlook is vety good after the recent AMG. Recent good QR.

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2018-03-12 13:24 | Report Abuse

Kesm is a good buy. Recent good QR announcement, CIMB's top pick, US semiconductor index is at a multi year high.

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2018-03-07 14:24 | Report Abuse

Kesm is a good buy. CIMB's top pick. Semicomductor sales surged in january.

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2018-02-28 13:57 | Report Abuse

Kesm is a good buy. Its outlook is very good after the recent AMG. Its stock price is likely to surge after the next QR announcement. Automotive semiconductor stock

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2018-02-28 13:54 | Report Abuse

Buy Anzo. Its stock price is likely to fly after the next QR announcement tomorrow. Read a recent good article on Anzo. Its stock price is near a multi year low.