• Breaking News

    Tuesday, September 7, 2021

    Daily General Discussion and spitballin thread - September 07, 2021 Investing

    Daily General Discussion and spitballin thread - September 07, 2021 Investing


    Daily General Discussion and spitballin thread - September 07, 2021

    Posted: 07 Sep 2021 02:02 AM PDT

    Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here!

    This thread is for:

    • General questions
    • Your personal commentary on markets
    • Opinion gathering on a given stock
    • Non advice beginner questions

    Keep in mind that this subreddit, and this thread, is not an appropriate venue for questions that should be directed towards your broker's customer support or google.

    If you would like to ask a question about your personal situation or if you are asking for advice please keep these posts in the daily advice thread as that thread is more well suited for those questions.

    Any posts that should be comments in this thread will likely be removed.

    submitted by /u/AutoModerator
    [link] [comments]

    Daily Advice Thread - All basic help or advice questions must be posted here. September 07, 2021

    Posted: 07 Sep 2021 02:01 AM PDT

    If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:

    • How old are you? What country do you live in?
    • Are you employed/making income? How much?
    • What are your objectives with this money? (Buy a house? Retirement savings?)
    • What is your time horizon? Do you need this money next month? Next 20yrs?
    • What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?)
    • What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?)
    • Any big debts (include interest rate) or expenses?
    • And any other relevant financial information will be useful to give you a proper answer.

    Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources.

    Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions!

    submitted by /u/AutoModerator
    [link] [comments]

    China to push on with opening capital markets to foreign investors

    Posted: 06 Sep 2021 01:41 PM PDT

    This might be good news after the rout in China tech since Feb 2021. There was a lot of uncertainty whether China is shutting itself off from foreign capital and how it could lead to delisting of ADRs like BABA, BIDU, JD, PDD, NIO, etc. But I guess they won't be turning their heads away from foreign investors anytime soon.

    BEIJING, Sept 6 (Reuters) - China will further open its capital markets to foreign investors, the country's top securities regulator said on Monday, adding that it will pursue pragmatic cross-border cooperation to regulate overseas-listed Chinese companies.

    Global investors have been spooked in recent months by a flurry of Chinese regulations targeting sectors ranging from technology to private tutoring. U.S. plans to kick non-compliant Chinese firms off American exchanges has fuelled concern.

    "Opening-up and cooperation is the inevitable trend in the integrated development of global capital markets," China Securities Regulatory Commission (CSRC) Chairman Yi Huiman told a conference organised by the World Federation of Exchanges.

    China is studying further measures, including expanding the scope of the stock connect scheme linking China and Hong Kong and improving the Shanghai-London Stock Connect program, Yi said in a speech posted on CSRC's website.

    Meanwhile, CSRC will conduct "pragmatic" cooperation in areas such as supervision of overseas-listed Chinese companies, cross-border auditing and law enforcement, he added.

    Yi said that given interwoven global markets, governments should abandon the mentality of a "zero-sum game", as companies and investors share both the boom and the doom.

    Global financial centres should facilitate cross-border financing, "rather than become the platforms and tools governments use to sanction other countries", Yi said, without mentioning the United States.

    Yi's speech came a day after CSRC vice chairman Fang Xinghai made similar pledges to further deregulate China's markets.

    China will expand the channels for foreign capital to invest in Chinese securities and futures markets, and will further facilitate the issuance of yuan-denominated "Panda bonds" by foreign institutions, Fang told a separate conference on Sunday.

    China will also improve domestic listing rules for overseas entities, as well as regulations on overseas listings of Chinese companies, Fang said in a speech also posted on CSRC's website.

    Fang also vowed to safeguard Hong Kong's status as a global financial centre, saying that Beijing supports domestic companies listing in Hong Kong.

    https://www.reuters.com/world/china/china-will-improve-opening-up-capital-market-securities-regulator-2021-09-06/

    submitted by /u/GadnukBreakerOfWrlds
    [link] [comments]

    I am taken away by how much euphoria is in the market.

    Posted: 07 Sep 2021 03:39 AM PDT

    I am in no way a veteran investor or an experienced trader. I found out about the stock market last November while I was messing around with my Banking app.I come from a third world country so the concept of investing and markets was out of my reach. I am currently an international student.

    Long story short,I am taken away by how much euphoria is currently here in the market.I haven't even been in the market for a year and I have seen people in my circle turn into financial advisors who one year ago had zero to no knowledge of the markets. People seem to make banks on shit and meme coins with zero to no basic knowledge of how even the blockchain works.My tiktok news feed is full of people giving financial advise on useless projects. People are selling digital jpeg images for hundreds of thousands. Literally yesterday an unknown dev group made like 2 million dollors selling Panda NFTs to their discord group all while with zero verification of their background.

    It just doesn't feel right,Australia has been locked down for 200 plus days in last two years,hundreds of businesses have gone down while market keeps on making record highs. I had my friend genuinely say he is looking to save 25K and leave his job because he can easily make 4-500 per day by day-trading . I am in no way an expert but this sure can't be healthy,right?

    What's your thoughts on current euphoria in the market? I am not talking about blue chip companies making record highs but meme coins ,shit companies and digital arts making 1000 percent move in a day

    submitted by /u/Astab321
    [link] [comments]

    After Covid-19: Former Google Taiwan Director Foresees Super-Unicorn Startups

    Posted: 06 Sep 2021 07:02 PM PDT

    Misha Lu @ techtaiwan.com

    As COVID-19 wreaked havoc across the globe, putting countless businesses on the brink of collapse, it has also given birth to new business opportunities oriented to remote working. In fact, the pandemic-driven "Work-From-Home" economy has led to a growing number of unicorns – startups with valuations above $1 billion. According to CB Insights, in the first half of 2021 alone, 203 unicorns have emerged worldwide.

    As the total number of these unicorns has tipped to above 700 around the world, Taiwan is mooted to be one of those locations with a high potential to pump out world-class unicorns. Speaking at Connect 2021 (Link in Chinese), a leading Taiwanese tech forum co-organized by TechTaiwan, Google Taiwan's former director Dr. Lee-Feng Chien offered his insight on Taiwan's startup and investment environment, outlining the challenges faced by Taiwanese startups and the country's significance to the global investment community.

    "Taiwan's capital market has started paying attention to digital economy."

    At the moment, Taiwan already has three unicorns. The most prominent among them is Gogoro, a leading e-bike manufacturer that has been expanding its presence in the US, Europe and India. Another unicorn is 91APP, a software company that facilitates small merchants to launch e-commerce apps. The third unicorn, Appier, is an AI software company founded in 2012, counting among its investors SoftBank Group and Temasek Holding, and has recently gone public on the Tokyo Stock Exchange, raising US$130 million. In fact, Appier is the first Taiwanese company to be listed in Japan since 1998.

    Lee-Feng Chien, former Managing Director of Google Taiwan. Source: TechTaiwan

    "The success of 91APP signifies that Taiwan's capital market has started paying attention to digital economy, willing to give it a higher valuation," observed Chien who, in his time as Google Taiwan's director, oversaw its foundation from scratch, and eventually made it Google's largest hardware R&D hub outside of the US. By introducing three data centers, Google also laid the foundation of Taiwan's data economy.

    "Appier's listing means that Taiwanese startups have the capability to make it abroad," Chien commented, expressing his optimism toward Taiwanese startup scene's recent developments. According to the Google veteran, if more startups can expand beyond Taiwan as Appier has done before, it will be a boost to Taiwan's digital economy. Constrained by the size of real economy though, startups in the digital economy sector have so far accounted little in Taiwan's GDP.

    The rise of super-unicorn startups

    The wave of digital transformation ushered in by the pandemic, however, is regarded by Chien as the opportunity of the decade for Taiwanese startups. He noted that COVID-19 altered the traditionally conservative investment strategy of private equity funds. As investment returns dropped, private equity funds have increasingly moved into venture capital investments.

    This latest development is simultaneously a challenge and a chance to Taiwan's startup landscape: while it pushes unicorn startups to the forefront of post-pandemic global economic revival by funnelling in the surplus in the capital market, creating so-called "super-unicorns" valued above US$10 billion in the process, it also diverts investments away from early-stage startups.

    "It is the best time to fundraise for startups, but not necessarily for launching them," Chien observed. Under these circumstances, he pointed out that in addition to the home market, Taiwanese startups would have to secure at least one overseas market , just like Appier did, to attract the global capital market. The internet-based digital world, he observed, could lower the threshold with its borderless nature, and Chien considered it a must for Taiwanese unicorns to engage with this platform to expand its horizon.

    However, Chien also set his sight beyond digital economy, considering its growth peak to be over and competition already too fierce. Instead, he identified space, especially the satellite industry, to be the likelier sectors from which the next unicorns will emerge.

    submitted by /u/Octoberandseptember
    [link] [comments]

    RGS - SuperCuts (Activist Investors)

    Posted: 06 Sep 2021 05:57 PM PDT

    RGS is the ticker and company which owns SuperCuts and other similar brands. The stock most likely ranks amongst the worst in the market and on top has a 20% plus short interest.

    This percentage of short interest might already make it interesting however not my thing but could only help. On Friday the SEC posted several 13D Forms (Investors notifying they own over 10% of the company. Regulation requires them to notify the SEC, the company and the public).

    13D Forms are also one of the core steps before announcing interest to acquire the company (could be amicable or hostile. Yet to see). Lastly the stock just hit it downside resistance. So the way I see it while it's far from a quality stock it's also more than prime for a decent to very large pump if the market likes what the activist have to offer. You can check all this info on the SEC - EDGAR site. Wish I would have seen this info on Friday before the market opens but thinking I'm still gonna get in.

    submitted by /u/pdieff
    [link] [comments]

    Industry information for hotels?

    Posted: 07 Sep 2021 02:04 AM PDT

    Hi all. I'm looking into a hotel company. I'm looking for a source to give me industry information such as how many travellers are business, group, leisure etc. I heard of smith travel research but it's actually for industry insiders rather than analysts from what I see. I'm wondering if you guys know sources to get industry reports. I'm willing to pay 100-300$ if it's a good enough source.

    If anyone has any other suggestions on how to get industry information let me know. I tend to like to use US government agency data, but given the nature of the hotel industry, I don't think the the govt can help there. Anyone do hospitality research and come across a good source?

    submitted by /u/JPTrader604
    [link] [comments]

    [Question] Private debt to GDP

    Posted: 06 Sep 2021 06:30 AM PDT

    Can someone explain to me if the current level of private debt to GDP is healthy or if its problematic? It seems like it has become really high and I think we are once again nearing a scenario where we are overleveraged in this case because we overestimate inflation.

    Not to say that I let this influence my investments as I am only invested longterm but in the short term this could become a issue or what am I missing?

    submitted by /u/CantCSharp
    [link] [comments]

    I want to invest on an esports organization. Thoughts?

    Posted: 06 Sep 2021 08:02 AM PDT

    English is not my primary language. Kindly excuse any mistakes.

    I live in the US. The organization I wish to invest in is in another country, specifically in the South East Asia region. I want to emphasize that I lived most of my life in that country and I am aware of how the economy is in general.

    E-sports is a growing community and I am a "gamer" myself as well as a hobby streamer.

    Now, I sent a message to this growing organization telling them that I wish to invest. I wish to invest $1000 minimum which is a big amount when converted into that country's currency. I can invest more but I wish to know more about the company itself before committing.

    Now, once I get their attention and we set up a meeting, what information do I ask for them to ensure that I get my ROI?

    I looked up a few things online and I thought about the following:

    - Mission and Vision

    - Projections in 5 years

    - Plans and Projects in the future if they can disclose them to me

    - Organizational Chart (Who owns the business and how long they've been in the industry)

    - Legal needs on how we can secure my investment

    What information should I ask on their end? What information should I also give them? Emphasizing that I only wish to give financial investments. But I can also give them access to materials here in the US that are not available in the SEA regions since I have connections with a trusted Freight Forwarder.

    Now, I am aware that I may need to go back to that country. But due to covid restrictions I may not be able to. Really appreciate any thoughts on this matter, everyone. Been a reader on this subreddit for a bit now.

    Edit #1: I have been a fan of their organization for a year now and observed their growth. They were a simple organization with little member but they grew in numbers and taken in many sponsorships. I personally know some of their personalities on camera, and vouch for what they can do. The members I speak of used to be freelance coaches and streamers, but are now active members of their community. I talked to some of these people in depth about their plans online and in the esports community.

    submitted by /u/krisSohma
    [link] [comments]

    No comments:

    Post a Comment