2020 market expectations and positioning - Part 2

[Lidocious]

well my concern its the shares is not sustainable at the current price that all.

haha.

and usually funds has a rotation sequence. therefore most funds are in bios it might rotate out anytime.

There is no wrong in your saying but I feel that every trade you will have to dyodd.

Personally I am into NVAX. Their Q1 earnings beat market forecast and the recent funding by CEPI shows the immense potential the company has.

One thing to note is CEPI is an alliance between governments, industry, academia, philanthropy, intergovernmental institutions, such as the World Health Organization. Bill and Melinda Gates Foundation is funding the alliance too.

 

[Kunkka]

Just sold facebook calls. not sure what next

SHoots might have sold too early. Lesson learnt never put limit orders

 

[slowmover]

what other big holdings you have? The next million may come

almost all out of biotech except srne currently.
gambling on oil tankers both dirty and clean.

 

[candy crush]

Yesterday some USA drop

even Tesla also red

 

[revhappy]

Just managed to get out of MBH, I was stuck in it for more than 2 months. Came out of it for a small profit of $130 for 50k investment.

MBH is a not a good place to keep warchest. I am going to move it to HSBC EGA.

 

[Hello_Kitty]

Yesterday some USA drop

even Tesla also red

the bear has no tooth. the drop is little bit only.

 

[GhostZM]

Just managed to get out of MBH, I was stuck in it for more than 2 months. Came out of it for a small profit of $130 for 50k investment.

MBH is a not a good place to keep warchest. I am going to move it to HSBC EGA.

Congrats! Profit is still profit no matter how small.


CheerS!!!

 

[nats7798]

S&P ride to 3050-3100 then next leg down when q2 earnings start

Crash to 2800 then Long again until USA election

Then short again..

 

[Hello_Kitty]

S&P ride to 3050-3100 then next leg down when q2 earnings start

Crash to 2800 then Long again until USA election

Then short again..

so I still got chance to buy the dip

 

[revhappy]

I would have expected STI to bounce back to 2800. ** is ending in May and there will be phased opening up. Since a large workforce is working from home and there is no report of large scale layoffs or bankruptcies, I am surprised STI has not yet bounced back.

 

[roflolmao]

I would have expected STI to bounce back to 2800. ** is ending in May and there will be phased opening up. Since a large workforce is working from home and there is no report of large scale layoffs or bankruptcies, I am surprised STI has not yet bounced back.

"** is ending"

Lol what talking you, legitimately the same thing with only a bit relax only

 

[xing-heng]

I would have expected STI to bounce back to 2800. ** is ending in May and there will be phased opening up. Since a large workforce is working from home and there is no report of large scale layoffs or bankruptcies, I am surprised STI has not yet bounced back.

Because people are waiting for Wave 2 (Dormitories workers being affected not counted as wave 2) to hit Singapore or a reliable vaccine to appear.

 

[Zink00]

first was gilead and now moderna. look at how the market sways so easily. sitting out for the time being.

 

[xing-heng]

first was gilead and now moderna. look at how the market sways so easily. sitting out for the time being.

And neither Gilead or Moderna is going to produce any reliable treatment/vaccine. Market wants to keep going up badly. It is looking for any excuse regardless of how silly it subsequently turns out to be.

2 years later and there still might be no vaccine or effective treatment.

 

[JustDoLor]

As said before crash, STI@3000，now that equivalent level is 2500 lor....

Errrr.... STI should also got phase 123.... ... Dont ask me the timings

 

[candy crush]

Even STI also drop

sigh

 

[anytime]

Just managed to get out of MBH, I was stuck in it for more than 2 months. Came out of it for a small profit of $130 for 50k investment.

MBH is a not a good place to keep warchest. I am going to move it to HSBC EGA.

Can consider Stanchart or BARC instead of HSBC. My opinion
FYI, i have HSBC, too heavy to move but move within a band for now.

 

[Purplestars]

I would have expected STI to bounce back to 2800. ** is ending in May and there will be phased opening up. Since a large workforce is working from home and there is no report of large scale layoffs or bankruptcies, I am surprised STI has not yet bounced back.

Revhappy in lala land?

** is extended one more month and likely to be here for the rest of the year.

Not aware that govt is paying 75% of salaries? Once the life support goes, heads will start to roll.

 

[wutawa]

** ends on 1st jun. Phase 1 starts 2nd jun. No need argue about it

Singapore to exit circuit breaker on Jun 1, visiting of parents, places of worship allowed with restrictions
https://www.channelnewsasia.com/new...circuit-breaker-jun-1-visit--worship-12749222

 

[NewInvestor]

Revhappy in lala land?

** is extended one more month and likely to be here for the rest of the year.

Not aware that govt is paying 75% of salaries? Once the life support goes, heads will start to roll.

The difficulties for various businesses only started early this year. Most businesses have enough fat to absorb losses and last this year. Next year is when businesses go into distress.

Taiwan President recently said that this virus has drastically changed economic n political landscape. Businesses will hv to go into a painful adjustment. There will be winners and losers. If u manage to bet on winners and hold long term, u could get very attractive returns for many years.