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ac1887
2021-06-19
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ac1887
2021-06-18
comment and like pls. thanks
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ac1887
2021-06-19
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ac1887
2021-09-15
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2022-03-15
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2021-08-20
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2021-07-20
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ac1887
2022-06-11
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2022-06-06
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ac1887
2022-04-30
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","text":"Super","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964661299","repostId":"9964683850","repostType":1,"repost":{"id":9964683850,"gmtCreate":1670132407271,"gmtModify":1676538308477,"author":{"id":"3580811667837571","authorId":"3580811667837571","name":"HRHJMM","avatar":"https://static.itradeup.com/news/b7c3dc142754f69899a41720d11250c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580811667837571","idStr":"3580811667837571"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$ </a><v-v data-views=\"0\"></v-v> JP Morgan has downgraded DBS Group Holdings to “neutral” with an unchanged target price of $37 as it sees the group’s future earnings growth already priced in. According to analyst Harsh Wardhan Modi, JP Morgan’s global economics team is anticipating a US recession in 2023, which has implications for growth in Asia. “A probability-weighted outcome of growth/asset quality disappointment is priced in, but not enough, in our view,” says Modi. As current accounts and savings account (CASA) depositors switch to fixed deposits, DBS’s higher cost of funds should increase faster than the street’s expectations, Modi reckons, and this may imply that net interest margin (NIM) expansion may be","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$ </a><v-v data-views=\"0\"></v-v> JP Morgan has downgraded DBS Group Holdings to “neutral” with an unchanged target price of $37 as it sees the group’s future earnings growth already priced in. According to analyst Harsh Wardhan Modi, JP Morgan’s global economics team is anticipating a US recession in 2023, which has implications for growth in Asia. “A probability-weighted outcome of growth/asset quality disappointment is priced in, but not enough, in our view,” says Modi. As current accounts and savings account (CASA) depositors switch to fixed deposits, DBS’s higher cost of funds should increase faster than the street’s expectations, Modi reckons, and this may imply that net interest margin (NIM) expansion may be","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ JP Morgan has downgraded DBS Group Holdings to “neutral” with an unchanged target price of $37 as it sees the group’s future earnings growth already priced in. According to analyst Harsh Wardhan Modi, JP Morgan’s global economics team is anticipating a US recession in 2023, which has implications for growth in Asia. “A probability-weighted outcome of growth/asset quality disappointment is priced in, but not enough, in our view,” says Modi. As current accounts and savings account (CASA) depositors switch to fixed deposits, DBS’s higher cost of funds should increase faster than the street’s expectations, Modi reckons, and this may imply that net interest margin (NIM) expansion may 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","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963308196","repostId":"1123011603","repostType":4,"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969035712,"gmtCreate":1668298461036,"gmtModify":1676538037426,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969035712","repostId":"1190456060","repostType":4,"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984527603,"gmtCreate":1667695962502,"gmtModify":1676537952296,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984527603","repostId":"1174138640","repostType":4,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985132740,"gmtCreate":1667342371580,"gmtModify":1676537899440,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985132740","repostId":"1126523480","repostType":4,"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983102244,"gmtCreate":1666168935888,"gmtModify":1676537717287,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983102244","repostId":"9983978711","repostType":1,"repost":{"id":9983978711,"gmtCreate":1666143498834,"gmtModify":1676537712594,"author":{"id":"4117178794023552","authorId":"4117178794023552","name":"GA907","avatar":"https://community-static.tradeup.com/news/b1073584ceec71a415beefdc9dbd04f0","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117178794023552","idStr":"4117178794023552"},"themes":[],"title":"WTI is down over 11%, US has 15m bbls planned to sell in 2022","htmlText":"1.NFLX<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> up ~14% after hours. Now imagine if a E&P<a href=\"https://ttm.financial/S/EP\">$Empire Petroleum Corp(EP)$</a> reported such top and bottom line numbers, would probably be down ~14%.2.With or without 180m bbls emergency SPR sales, US has 15m bbls planned to sell in 2022 and ~32m in 2023.Before WH instucted a 180m bbls of crude oil released from SPR, we had several other legislated drawdowns, which would have reduced crude in SPR from 618m bbls to 314m bbls by 2031.Now deduct 180m bbls, and by 2031 we have 134m bbls.3.WTI is down over 11% since Ocober 7th highs, back below pre-OPEC announcement. Something just isn’t right.Uncertainty and lack of clarity on Gov energy policy is leading to nervousness and extreme volatility.","listText":"1.NFLX<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> up ~14% after hours. Now imagine if a E&P<a href=\"https://ttm.financial/S/EP\">$Empire Petroleum Corp(EP)$</a> reported such top and bottom line numbers, would probably be down ~14%.2.With or without 180m bbls emergency SPR sales, US has 15m bbls planned to sell in 2022 and ~32m in 2023.Before WH instucted a 180m bbls of crude oil released from SPR, we had several other legislated drawdowns, which would have reduced crude in SPR from 618m bbls to 314m bbls by 2031.Now deduct 180m bbls, and by 2031 we have 134m bbls.3.WTI is down over 11% since Ocober 7th highs, back below pre-OPEC announcement. Something just isn’t right.Uncertainty and lack of clarity on Gov energy policy is leading to nervousness and extreme volatility.","text":"1.NFLX$Netflix(NFLX)$ up ~14% after hours. Now imagine if a E&P$Empire Petroleum Corp(EP)$ reported such top and bottom line numbers, would probably be down ~14%.2.With or without 180m bbls emergency SPR sales, US has 15m bbls planned to sell in 2022 and ~32m in 2023.Before WH instucted a 180m bbls of crude oil released from SPR, we had several other legislated drawdowns, which would have reduced crude in SPR from 618m bbls to 314m bbls by 2031.Now deduct 180m bbls, and by 2031 we have 134m bbls.3.WTI is down over 11% since Ocober 7th highs, back below pre-OPEC announcement. Something just isn’t right.Uncertainty and lack of clarity on Gov energy policy is leading to nervousness and extreme volatility.","images":[{"img":"https://community-static.tradeup.com/news/ae7dc4ffa5cfa7c6600ddadfe613e72c","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983978711","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989866730,"gmtCreate":1665970667421,"gmtModify":1676537684829,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989866730","repostId":"2275914059","repostType":4,"isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917519939,"gmtCreate":1665538547822,"gmtModify":1676537623281,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917519939","repostId":"2274059975","repostType":4,"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915906587,"gmtCreate":1664932558049,"gmtModify":1676537531056,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915906587","repostId":"2273860223","repostType":4,"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912451825,"gmtCreate":1664888907167,"gmtModify":1676537523722,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912451825","repostId":"2272199820","repostType":4,"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911870839,"gmtCreate":1664182247021,"gmtModify":1676537404696,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911870839","repostId":"9911844634","repostType":1,"repost":{"id":9911844634,"gmtCreate":1664181663428,"gmtModify":1676537404617,"author":{"id":"3562746096016835","authorId":"3562746096016835","name":"liewtc60","avatar":"https://community-static.tradeup.com/news/8080614315fbf1e4a83e4323dd3fa0ee","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562746096016835","idStr":"3562746096016835"},"themes":[],"title":"Not All Recessions Are Equal","htmlText":"US recession risks were soaring even before the latest FOMC meeting and “dot plot” guidance. The NY Fed recession probability indicator stands at 25%. The 10-2 years yield curve inverted for two months. Atlanta Fed Q3 GDP Nowcast closing on a negative note after consecutive Q1 and Q2 declines. But not all recessions are created equal.We face a cyclical downturn, hopefully the shortest and least damaging variety of this rare species. It will be painful but still investable and we will see a gradual U-shaped market recovery.Recession types can be broadly be divided into three. 1. Cyclical recessions are the most common. This type of recession last an average of 10 months, with 2% peak-trough GDP and 14% earnings fall.2. Shock recessions, like the 2020 global pandemic or 1973 oil cr","listText":"US recession risks were soaring even before the latest FOMC meeting and “dot plot” guidance. The NY Fed recession probability indicator stands at 25%. The 10-2 years yield curve inverted for two months. Atlanta Fed Q3 GDP Nowcast closing on a negative note after consecutive Q1 and Q2 declines. But not all recessions are created equal.We face a cyclical downturn, hopefully the shortest and least damaging variety of this rare species. It will be painful but still investable and we will see a gradual U-shaped market recovery.Recession types can be broadly be divided into three. 1. Cyclical recessions are the most common. This type of recession last an average of 10 months, with 2% peak-trough GDP and 14% earnings fall.2. Shock recessions, like the 2020 global pandemic or 1973 oil cr","text":"US recession risks were soaring even before the latest FOMC meeting and “dot plot” guidance. The NY Fed recession probability indicator stands at 25%. The 10-2 years yield curve inverted for two months. Atlanta Fed Q3 GDP Nowcast closing on a negative note after consecutive Q1 and Q2 declines. But not all recessions are created equal.We face a cyclical downturn, hopefully the shortest and least damaging variety of this rare species. It will be painful but still investable and we will see a gradual U-shaped market recovery.Recession types can be broadly be divided into three. 1. Cyclical recessions are the most common. This type of recession last an average of 10 months, with 2% peak-trough GDP and 14% earnings fall.2. Shock recessions, like the 2020 global pandemic or 1973 oil cr","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911844634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938591071,"gmtCreate":1662627117694,"gmtModify":1676537104374,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585352116267703","idStr":"3585352116267703"},"themes":[],"htmlText":"Good ","listText":"Good 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