Where Investors Are Putting Their Money in 2021?

Where Investors Are Putting Their Money in 2021?

If you’re not asking this question, are you even an investor?

According to a Morningstar article written by Katherine Lynch, here are at least 2 things investors were caught doing:

1. Investors Pile Into Bonds … and Everything Else, Too:

As in years past, investors are favouring bond funds.

The difference in 2021 is that investors have poured money into all fund categories. If sustained in the second half of the year, this would mark the first time that has happened since 2017.

2. The Sectors that investors are investing in (in terms of sector funds):

What does these 2 findings mean for investors?

Are we slated for a major correction? Or does this present buying opportunities?

If so, which sectors should be the key areas of focus?

We should also be asking questions with these key investing themes in mind: Inflation, Risk, Transition & Growth.

Join us in this upcoming Summit where we try to find the answers from these esteemed speakers.

View the professional profiles of the speakers here: https://global-market-outlook-2021.heysummit.com/speakers/

This is THE Summit you wouldn’t want to miss!


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Endurance & Patience Are Key To Long Drawn Chinese Tech Battle (guest post)

Endurance & Patience Are Key To Long Drawn Chinese Tech Battle (guest post)

We’ve had the Chinese tech markets tanking for the past couple months but we’ve never hit the first real wave of panic and capitulation like what the market was experiencing today.

This post was originally posted here. The writer, Brian Halim is a veteran community member and blogger on InvestingNote, with a username known as @3Fs and has 2,000+ followers.

The HSI Tech dropped a massive ~7% as the relentless ongoing threat of restrictions and political risk continues to persist. This has dragged the other Chinese markets that are non-tech related to be in the red as well.

This is very sobering especially for new investors who hasn’t experienced a bear market previously in their years of investing.

Endurance is a true story of Sir Ernest Shackleton, who sailed for Antarctica back in 1915 on a mission to become the first person to cross the unexplored continent. However, his journey was filled with adventure and hardships and for 10 over months, he and the rest of his crew endured hardship in order to stay alive and return home.

In the stock market, the point of maximum financial opportunity is when the market capitulates and people around you are so fearful that even as logically they knew they should be adding stocks to their portfolio, they don’t because they expect the next day will be worse than today.

Capitulation convinces investors to sell even when prices are low, as with the likes of Jim Cramer and Cathie Wood who advocates people in their media channel to start rotating out of Chinese tech companies. Most inexperienced investors would then follow their heed and vowed never to touch the stock market ever again.

Bear markets can last for months or even years and this Chinese tech saga has been ongoing pretty much since the start of this year so that is about 7 months and running today.

We’ve Ridden These Waves Before:

Every scenarios will be different on its own but as a serious investors who are looking to invest in the market for the next 30-40 years of our lifetime, we are abound to meet something like this.

Taking just a couple of steps back to the incident three years ago when China-US were having a hard cold trade war, the Chinese markets tanked by as much as 25% in a single year alone.

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An Intriguing New Approach to the Old Brokerage Industry: Making It Great Again!

An Intriguing New Approach to the Old Brokerage Industry: Making It Great Again!

The Story of the Singapore stock market and brokerage business

The Singapore Exchange (SGX) was formerly known as the Stock Exchange of Singapore (SES).

The SES was a stock-exchange company formed in Singapore in 1973 after Malaysia ended currency interchangeability between Malaysia and Singapore.

The Stock Exchanges of Malaysia and Singapore (SEMS) was then separated into the SES and Kuala Lumpur Stock Exchange Bhd (KLSEB).

Remember this? Veteran brokers might recall the old trading room with fondness.

Phillip Securities, a stock brokerage firm that started in 1975. Source: PhillipCapital

Fast forward to the late 80s and 90s, when the stock market boomed!

SINGAPORE, 1997. The Singapore International Monetary Exchange (Simex) was the first financial futures exchange in Asia set up in 1984 to deal in financial products and commodities. Source: Hiroji Kubota/Magnum Photos

In 1999, the SES was merged with Simex and the Securities Clearing and Computer Services Pte Ltd (SCCS) to form SGX.

How did stock broking work in the past?

The primary role of the stock broker in those days was to facilitate trades. Stock brokers helped their clients buy and sell stocks, under specific instructions.

If a client intended to place an order, he could only do so by calling his broker.

Brokers were experienced investment professionals who were able to advise their clients on trades.

This tradition of experience and qualification continues till today. Today, to become a stock broker, you have to pass several professional exams administered by the Institute of Banking and Finance. The Monetary Authority of Singapore (MAS) and SGX will assess your eligibility for appointment as a licensed Trading Representative – commonly known as remisier – after you have passed these exams.

How has stock broking changed?

The advent of technology has totally transformed the trading process for investors.

Brokerage platforms can now execute trades much faster. They also provide access to foreign stock markets. They offer many more features to the everyday retail investor to empower them to trade.

Through such empowerment, investing has become democratised.

While benefiting the mom-and-pop investors, the impact on stock brokers has been less favourable.

In the last decade, the number of remisiers shrank. The Straits Times reported at the end of 2016 that only 1,097 dealers and 2,355 remisiers were active in the Singapore market. This was down from a high of 1,333 dealers and 3,032 remisiers in 2011 . Their numbers could be even lower today.

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Inflation, Risk, Transition & Growth

Inflation, Risk, Transition & Growth

While major US indexes: DJI, S&P 500 and NASDAQ have reached an all-time high, led by many of the big-cap stocks, mid and small-cap stocks (Russell 2000) have been experiencing massive volatility.

Daily Chart of Russell 2000 Index
Source: Yahoo Finance

Meanwhile, COVID-19 cases has picked up again globally.

Source: Google, 15 July

Are we slated for a major correction?

We should also be asking questions with these key investing themes in mind: Inflation, Risk, Transition & Growth.

Join us in this upcoming Summit where we try to find the answers from these esteemed speakers.

View the professional profiles of the speakers here: https://global-market-outlook-2021.heysummit.com/speakers/

This is THE Summit you wouldn’t want to miss!


InvestingNote is the first and largest social network for investors in Singapore and Malaysia. Find out more about us here.

Download our free app here:

apple
android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Review of Mapletree Logistics Trust’s Q1 FY2021/22 Results (guest post)

Review of Mapletree Logistics Trust’s Q1 FY2021/22 Results (guest post)

Following its annual general meeting (AGM) last Tuesday (on 13 July 2021, and you can check out a summary I have written here in case you’ve missed out), blue-chip logistics REIT in Mapletree Logistics Trust (SGX:M44U) released its financial results for the first quarter of the financial year 2021/22 ended 30 June 2021 after market hours on Monday (19 July 2021.)

This post was originally posted here. The writer, Lim Jun Yuan is a veteran community member and blogger on InvestingNote, with a username known as @ljunyuan and has close to 2,000 followers.

The REIT is one of those that has continued to report its full financial results on a quarterly basis (something I prefer as a unitholder), and it is also one that has continued its quarterly distribution payout to its unitholders (another aspect that I desire.) In today’s post, you will find my review of the logistics REIT’s latest financial results, portfolio occupancy and debt profile, along with its distribution per unit to unitholders.

Let’s begin:

Financial Results (Q1 FY2020/21 vs. Q1 FY2021/22)

The following table are some of the key financial statistics to take note of:

Q1 FY2020/21Q1 FY2021/22% Variation
Gross Revenue
(S$’mil)
$132.4m$163.7m+23.7%
Property Operating
Expenses (S$’mil)
$13.5m$19.6m+44.7%
Net Property
Income (S$’mil)
$118.8m$144.2m+21.3%
Distributable
Income to
Unitholders (S$’mil)
$77.8m$92.7m+19.1%

As a unitholder of the REIT, it is always pleasant to see yet another improved set of results reported.

The improvements in its gross revenue can be attributed to higher revenue generated from its existing properties, contributions from its acquisitions in China, Vietnam, South Korea, Japan, Australia, and India (all of which completed in FY2020/21), along with the completed redevelopment of Mapletree Ouluo Logistics Park Phase 2 in Q1 FY2020/21. This also resulted in REIT’s net property income recording a 21.3% year-on-year (y-o-y) improvement to S$144.2m.

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UPCOMING: Global Markets Mid-Year Outlook Summit!

UPCOMING: Global Markets Mid-Year Outlook Summit!

We’re already in the 2nd half of 2021.

While major US indexes: DJI, S&P 500 and NASDAQ have reached an all-time high, led by many of the big-cap stocks, mid and small-cap stocks have been experiencing massive volatility.

Meanwhile, COVID-19 cases have seen an eerie resurgence globally, and inflation woes have heightened.

Is this volatility a call for concern as Risk or an indication of Opportunity?

Join us for this summit we’ve partnered with professional speakers to delve deeper into these 4 grand investment themes pertinent to every investor & trader: Inflation, Risk, Transition & Growth.

This is THE Summit you wouldn’t want to miss!


InvestingNote is the first and largest social network for investors in Singapore and Malaysia. Find out more about us here.

Download our free app here:

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android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

HOW TO START TRADING IN THE INVESTINGNOTE TRADING CUP 2021 [TUTORIAL]

HOW TO START TRADING IN THE INVESTINGNOTE TRADING CUP 2021 [TUTORIAL]

HOW TO REGISTER FOR THIS CHALLENGE?

Step 1: Visit this link

Step 2: Click the “Register for Free” button

Step 3: Follow the instructions and key in your full name as per NRIC and select the country you’re from. If you don’t have an existingInvestingNote account, please sign up for one. If you already have an account, simply log in.

Step 4: Congratulations! You’re successfully in the competition!

How to start trading and be on the leaderboard for this tournament:

Step 1: As the tournament begins on 2 August 2021, 9:00:30 AM, go to our website: www.investingnote.com and login with the username or account type that you registered for the tournament with.

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INVESTINGNOTE TRADING CUP 2021 RULES, TERMS & CONDITIONS

INVESTINGNOTE TRADING CUP 2021 RULES, TERMS & CONDITIONS

Terms & Conditions of InvestingNote Trading Cup 2021

The following terms and conditions (the “Terms & Conditions”) shall apply to the InvestingNote Trading Cup 2021 (the “Competition”).

  1. Campaign Period

1.1.   Registration will begin from 21 June 2021, and the Competition will be conducted from 2 August 2021 (9am) to 20 August 2021 (5pm), both dates inclusive (the “Campaign Period”).

1.2.   The Competition may be withdrawn earlier by Investing Note Pte Ltd (InvestingNote) at any time without prior notice.

  1. Eligibility and Entry

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Webinar Recap: Thematic Investing in 2 Megatrends – Cloud Computing and Solar Energy

Webinar Recap: Thematic Investing in 2 Megatrends – Cloud Computing and Solar Energy

Our webinar yesterday covered how giant tech companies like $AMZN$MSFT$TENCENT(700.HK)$BABA-SW(9988.HK)$BABA are dominant in the cloud computing industry and the future growth potential of this industry globally.

We’ve also covered the companies spanning across the downstream, midstream and upstream channels in the cloud computing industry.

screenshot-2021-07-01-at-11-53-51-am-copy

It also focused on how China is becoming a market leader in this aspect, along with the listed companies that are spearheading this mega trend.

What’s interesting is that when tech giants are competing for larger market share in the cloud space, they will inevitably require more energy to power their services.

This leads to megatrend #2, solar energy (more specifically photovoltaic energy). Clean and abundant, Chinese companies are leading innovation.

Specific ETFs mentioned:

$CSOP CLOUD ETF(3194.HK)

$CSOP CSI PV(3134.HK)

csop

If you want to see which companies are leading the race in these 2 megatrends, do re-watch here on YouTube:

https://www.youtube.com/watch?v=i3U8nZmJNII


InvestingNote is the first and largest social network for investors in Singapore and Malaysia. Find out more about us here.

Download our free app here:

apple android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!

Vote & Win Challenge! Giveaway

Vote & Win Challenge! Giveaway

Your chance to win $20 Capitaland vouchers for this giveaway!

voting-dlc
1. Simply vote for your favourite Daily Leverage Certificates (DLC) in this poll https://www.investingnote.com/posts/2276493 from now till 2 July (this Friday).
2. Stand a chance to Win $20 Capitaland vouchers! 3 winners will be selected randomly by our team, within the next week.

Get 3x extra chances by:
✔ Commenting why you like that DLC you voted OR the DLCs not in this poll (+3 additional chances)

T&Cs here:  http://bit.ly/37oNGDh…
For more info on DLCs, please visit: 
https://dlc.socgen.com/en/education/handbook…

button_vote-now

 

 


InvestingNote is the first and largest social network for investors in Singapore. Find out more about us here.

Download our free app here:

apple android

Also, join our telegram channel here: t.me/investingnoteofficial

We’re here to keep you in touch with the latest investing & stock-related news, happenings, and updates!