No more worries in individual stock combat

    Views 2807Dec 9, 2024
    playBtn

    【Tan Sir Stock Analysis 10.18】What are the "pitfalls" and opportunities in the U.S. earnings season? Pay attention to this factor for the possibility of a rebound in Hong Kong stocks.

    1. The US stock market

    • In the earnings period of the US stock market, the risk of sudden collapse is more likely to occur: companies that are not profitable, companies with excessively high valuations, and companies that purely follow concepts without fundamental support.

    • Companies with better fundamentals, such as Taiwan Semiconductor and Nvidia, may still have room for price increase after the performance period.

    • Be cautious of the overall risk off in the US stock market, and avoid being too aggressive.

    • For investors seeking stability, consider focusing on large cap index ETFs, which can help quickly find index ETFs according to the chart below.

    【Tan Sir Stock Analysis 10.18】What are the "pitfalls" and opportunities in the U.S. earnings season? Pay attention to this factor for the possibility of a rebound in Hong Kong stocks. -1

    2. The Hong Kong stock market

    • The Hong Kong stock market has recently experienced various policy and news stimuli, leading to higher volatility.

    • The market may only resume its upward trend after the next anticipated rate cut in the USA.

    • The investment department can consider focusing on ATMX.

    • When investing in Hong Kong stocks, it is important to pay attention to the trend of offshore RMB. If the RMB strengthens again, it may be a signal for the Hong Kong stock market to stop falling and warm up.

    【Tan Sir Stock Analysis 10.18】What are the "pitfalls" and opportunities in the U.S. earnings season? Pay attention to this factor for the possibility of a rebound in Hong Kong stocks. -2

    (The above content is for educational purposes and does not involve any recommendations).

    (Tang Zhi Le is a licensed person of the Securities and Futures Commission, and neither he nor his associates have any financial interest in the above-mentioned recommended issuers)

    Disclaimer: The above content does not constitute any act of financial product marketing, investment offer, or financial advice. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisors where necessary.

    Recommended