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Some of the core issues of $GLOBALFOUNDRIES Inc.(GFS)$profitability in the past are largely due to its strong focus on manufacturing in US while starving its Asia plants from large orders. With new indications of refocus into Asia such as its $4 billion investment to its largest plant in Singapore (shorturl.at/ikBWX, tentatively operational in early 2023), its outlook seems promising. Every foundry that has plant in Taiwan and Singapore are profitable. Siltronics just announced investment into expansion in Singapore too.At right price, GFS is definitely a growth stockto invest for mid-term.
Countries with high vaccination rates and already started booster shots will likelihood continue with existing list of vaccines and will be low volume procurement just to satisfy those low % of people holding back from mRNA ones. Countries with low vaccination rates may explore alternative vaccine(s) if price is significantly cheaper. Overall, not expecting to sell in high volumes unlike mRNA ones where additional procurement to cater for booster shots already locked in or in the mist of it.
Novavax stock surged 14.2% in premarket trading<blockquote>Novavax股价在盘前交易中飙升14.2%</blockquote>
Corrections have not even really begin for most super overvalued stocks… Perhaps time will tell if it turns out a part of history where those younger investors who have never experienced the 2008/9, 2011/2, 2018 downturns will take a lesson or two.
Why September Shouldn't Make You Panic About the Stock Market<blockquote>为什么九月不会让你对股市感到恐慌</blockquote>
Yet on the flip side, there are decades old drugs which are getting ridiculously expensive. E.g. Panadol is now so expensive when it is not a new drug at all. Maybe the policy needs some kind of tweaking such as ‘applicable to drugs which have been release for >5 years, including any minor revisions to the same drug’.
White House Will Announce Drug-Pricing Plan, WSJ Says. Pharma Stocks Are Down.<blockquote>《华尔街日报》称，白宫将宣布药品定价计划。医药股下跌。</blockquote>
Hmmm… Let’s see how many millennials will learn a hard lesson out of it…
Why you won’t know it when a bear market starts<blockquote>为什么熊市何时开始你不会知道</blockquote>
A few lesser known/reported expansions are still ongoing and likelihood to complete around December. Once those capacity expansions complete, there will be more room for growth. Right now moving side-ways is largely due to capacity limitation (already max out).
TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY<blockquote>台积电9月营收约新台币1526.9亿元同比增长19.7%</blockquote>
Nice. Good timing for consolidation.
Continued Consolidation Called For Singapore Shares<blockquote>新加坡股市需要持续整合</blockquote>
Dividend Yield <1% is attractive? Any decent SGX stock has dividend yield >2%.
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Finally someone who is willing to share some truth on potential possibilities. Great writting with ease of comprehension even for novice.
What Happens When the Fed Tapers?<blockquote>美联储缩减规模会发生什么？</blockquote>
Thanks for a decent analysis where real investors will appreciate. [Smile]
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Disruption to foundries even for short durationcan be very costly. With production yield downward, why is stock rallying upward then?
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No surprise… Some China EVs have a much better chance to succeed than Lordstown Motors.
Lordstown Motors shares tumbled nearly 10% in early trading<blockquote>洛兹敦汽车公司股价早盘暴跌近10%</blockquote>
It’s a good time for newer investors to find out if their strategies are solid enough to brave through the storm. Be flexible and adjust.
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Pay Day for those shorts. [Cool]
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YupYippee…Corrections, Corrections.
KFC parent Yum Brands missed comparable sales estimates on Delta hit<blockquote>肯德基母公司百胜餐饮集团因达美航空受到打击而未达到可比销售预期</blockquote>
Add major ‘supply chain disruption’ & global ‘logistics congestions’, is a perfect storm brewing to hit stock markets?
Is A Volatility Storm Coming?<blockquote>波动风暴要来了？</blockquote>
Nice timing and likes the granular progressive steps approach.
Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>
Just nice. Hope a good run up before correction comes and dip below the unofficial supportline of $107.
TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY<blockquote>台积电9月营收约新台币1526.9亿元同比增长19.7%</blockquote>
Vendors who wanna sell their products at supermarkets have a pay a monthly rental for the shelving space. On top of that, the supermarkets also takes a small cut (commission) for each sale.Maybe it’s time Apple start explore how digital market place should be since regulars and legislations are still so outdated. Sad but if it can shuts those regulators up, it may be worth the effort. I doubt regulators are willing to break many traditional trades and established aged business models out there.
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Hmmm… [白眼]
7 Stocks To Watch For July 30, 2021<blockquote>2021年7月30日值得关注的7只股票</blockquote>
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