Enye Hypersonic August 22 Share August 22 On 8/21/2024 at 11:19 AM, Voodooman said: Wah, $2.20 to $3.50. ho say liow. I have some and like you, not a lot. When are you cashing out? Seatrium's first half numbers were decent but buay zhao. Dunno when cashing out…boss you leh. i peasant sheep follow you😬 today seatrium stirred to life…🙏 😅 ↡ Advertisement Link to post Share on other sites More sharing options...
therock Supersonic August 22 Share August 22 On 8/22/2024 at 10:49 AM, Enye said: Dunno when cashing out…boss you leh. i peasant sheep follow you😬 today seatrium stirred to life…🙏 😅 Silly question, but I can't find seatrium and it's code? Likewise for MULTI WATER? Thanks Link to post Share on other sites More sharing options...
Wt_know Supersonic August 22 Author Share August 22 the top 4 counters in hstech etf already up smelly smelly 25-35% ytd how come hstech etf still in negative teritory huh isn't etf track the underlying stocks closely the top 4 counters accounted for 80% of the holdings in the etf if include JD.com the 5th largest holding ... that's 90% of the etf holdings isn't hstech etf should be positive? 1 1 Link to post Share on other sites More sharing options...
Vegas Turbocharged August 22 Share August 22 On 8/22/2024 at 1:40 PM, Wt_know said: the top 4 counters in hstech etf already up smelly smelly 25-35% ytd how come hstech etf still in negative teritory huh isn't etf track the underlying stocks closely the top 4 counters accounted for 80% of the holdings in the etf if include JD.com the 5th largest holding ... that's 90% of the etf holdings isn't hstech etf should be positive? cos we tio con liao 1 Link to post Share on other sites More sharing options...
Lala81 Hypersonic August 22 Share August 22 (edited) On 8/22/2024 at 1:40 PM, Wt_know said: the top 4 counters in hstech etf already up smelly smelly 25-35% ytd how come hstech etf still in negative teritory huh isn't etf track the underlying stocks closely the top 4 counters accounted for 80% of the holdings in the etf if include JD.com the 5th largest holding ... that's 90% of the etf holdings isn't hstech etf should be positive? Alibaba is 9%, the other 3 are 8%. JD is also 8+% Together the 5 of them make up 42-43% of the ETF. https://www.blackrock.com/hk/en/products/315923/ishares-hang-seng-tech-etf Edited August 22 by Lala81 2 Link to post Share on other sites More sharing options...
Voodooman Supersonic August 22 Share August 22 On 8/22/2024 at 10:49 AM, Enye said: Dunno when cashing out…boss you leh. i peasant sheep follow you😬 today seatrium stirred to life…🙏 😅 Without that stupid acquisition and rights issue, SATS should be above $4 with air traffic back to pre Covid level. I was hoping Sifu can share your exit price and I can follow. Will probably start cashing out by tranches. I am a bit nervous with Fed starting to cut rates and as market enters a new interest rate cycle. Link to post Share on other sites More sharing options...
Wt_know Supersonic August 22 Author Share August 22 (edited) On 8/22/2024 at 2:10 PM, Lala81 said: Alibaba is 9%, the other 3 are 8%. JD is also 8+% Together the 5 of them make up 42-43% of the ETF. https://www.blackrock.com/hk/en/products/315923/ishares-hang-seng-tech-etf thanks @Lala81 i must have read wrongly ... anyway top 10 counters accounted for 70% of the ETF still ... i am surprised the etf did badly Edited August 22 by Wt_know 1 Link to post Share on other sites More sharing options...
Lala81 Hypersonic August 22 Share August 22 On 8/22/2024 at 2:30 PM, Wt_know said: thanks @Lala81 i must have read wrongly ... anyway top 10 counters accounted for 70% of the ETF still ... i am surprised the etf did badly I'm guessing general outflow of foreign funds from China tech stocks. Only the titans are bucking the trend. Though with such a weightage, still not positive for the year does seem weird. Like SMIC is 16% down YTD as of today. 1 Link to post Share on other sites More sharing options...
Volvobrick Supersonic August 22 Share August 22 On 8/22/2024 at 2:38 PM, Lala81 said: I'm guessing general outflow of foreign funds from China tech stocks. Only the titans are bucking the trend. Though with such a weightage, still not positive for the year does seem weird. Like SMIC is 16% down YTD as of today. I haven't gone into their tech stocks. Only bought the big banks (added one more counter last week). Tech stocks will drop or not? I want to go in! Need to start deploying my cash since Freddy is going to potong soon. No more risk free 5 plus %. 2 Link to post Share on other sites More sharing options...
Wt_know Supersonic August 22 Author Share August 22 On 8/22/2024 at 1:45 PM, Vegas said: cos we tio con liao kena screwed by hitam rock ... 2 Link to post Share on other sites More sharing options...
Throttle2 Supersonic August 22 Share August 22 taking a bit of profit never wrong. I also took $70k profit off the table into my pocket yesterday, good enough for a few months expenses and taxes Link to post Share on other sites More sharing options...
Lala81 Hypersonic August 22 Share August 22 On 8/22/2024 at 2:53 PM, Volvobrick said: I haven't gone into their tech stocks. Only bought the big banks (added one more counter last week). Tech stocks will drop or not? I want to go in! Need to start deploying my cash since Freddy is going to potong soon. No more risk free 5 plus %. Before the rise up, to me, only tencent is worth buying. But I'm badly scarred by alibaba and hstech. So I won't buy china tech stocks. I have only china mobile, cnooc, Sinopec. Wish I had conviction to buy Chinese banks. But I'm still not optimistic to their exposure to the property slump and the weak economy. With the intervention in bond markets by govt last week, I would definitely not get ping an and those insurance companies. On 8/22/2024 at 2:53 PM, Volvobrick said: I haven't gone into their tech stocks. Only bought the big banks (added one more counter last week). Tech stocks will drop or not? I want to go in! Need to start deploying my cash since Freddy is going to potong soon. No more risk free 5 plus %. On 8/15/2024 at 7:36 PM, Volvobrick said: How can? We have best of the best here esp ex civil servants. Actually no need to bother to think, just dump all the hundreds of billions into berkshire can liao. Just need an accountant and cashier to manage. 2 Link to post Share on other sites More sharing options...
Volvobrick Supersonic August 22 Share August 22 On 8/22/2024 at 3:09 PM, Lala81 said: Before the rise up, to me, only tencent is worth buying. But I'm badly scarred by alibaba and hstech. So I won't buy china tech stocks. I have only china mobile, cnooc, Sinopec. Wish I had conviction to buy Chinese banks. But I'm still not optimistic to their exposure to the property slump and the weak economy. With the intervention in bond markets by govt last week, I would definitely not get ping an and those insurance companies. https://www.businesstimes.com.sg/companies-markets/banking-finance/china-banks-become-surprise-winners-frenzied-hunt-yield Just as I started nibbling again last week this article is published. More people coming in will drive up the prices and I have to pay higher! 1 Link to post Share on other sites More sharing options...
Enye Hypersonic August 23 Share August 23 On 8/22/2024 at 11:13 AM, therock said: Silly question, but I can't find seatrium and it's code? Likewise for MULTI WATER? Thanks 5E2 on STI On 8/22/2024 at 2:25 PM, Voodooman said: Without that stupid acquisition and rights issue, SATS should be above $4 with air traffic back to pre Covid level. I was hoping Sifu can share your exit price and I can follow. Will probably start cashing out by tranches. I am a bit nervous with Fed starting to cut rates and as market enters a new interest rate cycle. Ok boss...you give the signal my exit plan is at bedok reservoir 😅 2 1 Link to post Share on other sites More sharing options...
Lala81 Hypersonic August 23 Share August 23 Out of curiosity was looking at indonesian ETF/unit trusts. Seems like might as well invest in STI ETF. even better performance despite the growing/vibrant economy of Indonesia. 1 Link to post Share on other sites More sharing options...
therock Supersonic August 23 Share August 23 On 8/23/2024 at 10:43 AM, Enye said: 5E2 on STI Ok boss...you give the signal my exit plan is at bedok reservoir 😅 Thanks bro any idea on multi water? sorry I suddenly realized I have these haha Link to post Share on other sites More sharing options...
Voodooman Supersonic August 23 Share August 23 On 8/23/2024 at 10:56 AM, Lala81 said: Out of curiosity was looking at indonesian ETF/unit trusts. Seems like might as well invest in STI ETF. even better performance despite the growing/vibrant economy of Indonesia. IDR depreciation? Link to post Share on other sites More sharing options...
Wt_know Supersonic August 23 Author Share August 23 On 8/23/2024 at 2:14 PM, Voodooman said: IDR depreciation? many experts already commented indonesia moving capital already burn billions if not trillions of IDR liao … jit dong jeng! ↡ Advertisement 1 Link to post Share on other sites More sharing options...
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