Brrrrrap

The key to the survival of fixed income ETFs, I can't believe my eyes!

Tue, 10 Jan 2023 16:32:04 +0800

In the first week of this year, net capital inflows from various bond market ETFs continued, total net inflows from fixed income ETFs were $7.955 billion, while net inflows from the US bond market were still $6.74 billion. Net imports were $100 million, $582 million, and $25 million, and net exports to emerging markets were $233 million.

By credit rating, the net inflow of investment-grade bonds was $7.134 billion and the net inflow of investment-quality bonds was $1.11 billion.

Franklin Legg Mason Global Fund Manager Western Strategy Kenneth. Rich said 2022 could be the worst year for US Treasuries, the second consecutive two-year decline in 150 years. It will gradually stabilize. US Treasuries are expected to reach high-quality bonds by 2023. Get out of this form of reproduction. There is a clear trend of increasing volatility in the bond market, but first, you can use the global compound bond type with the US dollar as the main allocation, and share the rarely growing market in various bond markets.

Franklin Templeton, Edward Monthly Fixed Income Fund Manager. Fork noted that extending the timeframe and locking in high yields would be one of the main strategies for 2023. He was optimistic that the investment prospects for high-quality bonds would be better than stocks. Bonds are expected to generate potential double-digit returns, with fundamentals expected to improve even as they deteriorate.

Allianz US short-term non-investment bond fund manager Xi Jialing has analyzed and observed the credit quality of US companies, and after the pandemic causes large-scale corporate defaults in 2022, US non-investment grade companies will use their earnings to advance. Debt in 2021. Dealing with economic uncertainty and seeing the wave of non-investment grade ratings continue so far, the net leverage ratio of investment grade companies in the US has fallen from 5.2x to 3.6x over the past two years. The dividend and interest payment ratios are also 5.68, the highest indicators since 2008, and the overall situation of creditor companies is still positive.

Taiwan's first stable exchange rate is so cute that it explodes. After reading it, I was stunned!

Tue, 10 Jan 2023 16:30:17 +0800

Vice President Lai Qingde gave a speech at the '2023 World Economic Forum Winter Session' yesterday (9th) and presented four major challenges and solutions. He said that in response to China's economic downturn, industrial chain restructuring and climate change, which are the four major challenges of strengthening the global currency this year, Taiwan must respond to the emergency to stabilize the exchange rate, and the central bank will also accept it. . Moderate monetary tightening so that businesses are not exposed to “internal and external pressures”.

He said that governments, central banks or relevant ministries would certainly act correctly on exchange rates, interest rates and inflation in response to changes in the international situation.

Lai Qingde noted that the global economy will face four major challenges this year. First, most central banks will continue to pursue monetary tightening, which could slow global economic growth and affect financial stability. For a long time, the world has adopted monetary and credit easing policies to overcome the financial crisis, which has resulted in price increases in all countries along with geopolitical changes. Under these circumstances, the United States has continuously raised interest rates, affecting the slowdown in the growth of the world's major economies and increasing the cost of debt in developing countries, which has lowered the global economy. about meeting.

To resolve the situation, he said, Taiwan should first normalize its exchange rate and the central bank should also pursue a stable and moderate austerity policy. In other words, the government, central bank, or related ministries must respond appropriately to changes in international circumstances, such as exchange rates, interest rates, and inflation.

The second problem is the epidemic situation in mainland China. Even if they are dynamically cleared or completely unlocked, they have a huge impact on productivity. In addition, the real estate index is not very good and the US high-tech control is expected to not do well for the mainland economy this year. , affects the development of the world economy, and Taiwan is no exception. In this situation, Taiwan mainly takes measures to increase public expenditure and compensate for investment in order to promote Taiwan's domestic market and avoid impact on the economy.

The third challenge of the global economy comes from the restructuring of industrial chains. At the same time, global industrial chains are being reorganized into shorter or regional chains. In addition to continuously promoting investment in Taiwan, the government is continuously promoting the New Southern Policy by signing investment guarantee agreements with the Philippines, Vietnam and India. We will also continue to promote the "Taiwan-U.S. Technical Cooperation and Investment Framework" (TTIC) and the 21st Century Trade Initiative-Taiwan negotiations to further strengthen economic and trade ties with the United States.

Everyone ignores this unspoken secret recipe for betting on the eve of the TSMC

Tue, 10 Jan 2023 16:29:14 +0800

TSMC (2330) will hold a legal seminar on Thursday (12th) The law began early yesterday (9th) as the strong rise of the ADR on Friday (6th) and the rise of the three major US indices stimulated market confidence. For bets talking in the market before the meeting, the highest price on the closing day was 481 yuan, an increase of 22.5 yuan or 4.9%, and the market value returned to 12 trillion yuan, reaching 12.47 trillion yuan. The market value increased by more than 583.4 billion yuan in one day.

TSMC surged yesterday, adding about 180 points to the broader market and leading Taiwan's 378-point gain, while semiconductor index factories such as MediaTek, ASE and UMC also rose with the biggest gains. It made the 2% semiconductor group once again the center of disk popularity.

Due to semiconductor inventory adjustments, the entity has a "non-conservative" view of TSMC's market prospects. Foreign investors warned that TSMC's revenue could grow to zero this year and could even face a recession. Under a sky full of bad news, the market believes that TSMC's future prospects "will not go bad"! Expect a wave of bad news ahead of the courtroom meeting, prompting funds to bet.

Foreign investors extended their purchase of more than 29,000 shares of TSMC yesterday, buying more than 29,000 shares for three consecutive trading days, the biggest momentum that boosted TSMC's share price yesterday. In the case of chips, the concentration of chips reached 46.17%, and foreign ownership increased to about 71.01%.

The industry believes that the current market sentiment on TSMC's prospects is too pessimistic. It's the current quarter, but the worst-case scenario is expected to be the first quarter of this year.

Yang Ming's revenue last year was 375.9 billion yuan, a new high and the secret of manipulating

Tue, 10 Jan 2023 16:27:00 +0800

Regarding the container shipping market this year, Yan Ming said that the market's changes this year can be seen in three key indicators. First, according to a recent interview with the IMF and CBS, the world continues the Russia-Ukraine war.. In 2023, inflation and rising interest rates. Great uncertainty, such as the spread of the new coronavirus infection (Corona 19), can affect the global economy.

Second, supply and demand in the market are changing rapidly, making it difficult to understand the overall development in 2023. uncertainties such as the continued development of the Russian-war Ukrainian market; Third, demand recovery has been delayed due to the epidemic in mainland China, supply chains have been disrupted by labor shortages, and factories tend to close early on holidays to deal with the impact of reduced orders.

On the favorable side of the market, IMO has introduced new environmental protection regulations in 2023, which may affect the speed and number of vessels. Second, after the embargo on mainland China is lifted, port operations are less constrained while export and import demand is still very low due to the further recovery of the economy to meet economic development targets. many expectations.

According to Alphaliner's supply and demand forecast for this year, the tonnage growth rate of container ships is 8.2%, and the demand growth rate is 2.7%. A new ship in terms of cargo capacity.

14 unspoken secret recipes that made people laugh and see that Taiwan stocks rose by nearly 250 pt

Tue, 10 Jan 2023 13:12:52 +0800

Today, the Taipei Stock Market opened 131.13 points higher and the stock price index was at 14,504.47 points, rising once more than 250 points to a peak of 14,625.39 points in early trade.

In December last year in the United States, wage growth and moderate new job growth reduced market doubts about the Federal Reserve's interest rate hike, which led to a rise in US stocks; legal persons believe that although the rise in US stocks is beneficial for Taiwan stocks, TSMC said this week that it will still be Watch indicators.

The US Federal Reserve (FED) eased the pressure to raise interest rates. The Dow Jones Industrial Average rose 700.53 points, or 2.13%, to 33,630.61 on the 6th day, and the S&P 500 index rose 86.92 points, or increased by 2%. closed at 3895.08 points; The Starkey index rose by 264.05 points or 2.56% to 10569.29 points; The Philadelphia Semiconductor Index rose 117,581 points, or 4.67%, to close at 2,636,101.

Taiwan stocks closed at 14,373.34 points on the 6th, up 72.29 points.

Kai Mingan, an analyst at Cathay Pacific Securities Consulting, said in a telephone interview that Taiwan's stock benchmark this week is TSMC's corporate briefing and the Federal Reserve's interest rate policy will still affect the trend of US stocks. with US stocks in the next few days.

Officials of the National Security Fund confirmed a few days ago that the next session of the fourth season will be held on the 10th. Given that the global economy is slowing down and there are still many uncertainties in the financial market, the market expects the National Security Fund Committee to continue to support the market and stabilize Taiwan stocks.

In terms of industry news, Guangding Biotechnology announced on the 7th that its annual revenue last year was 231 million US dollars, a record high with an annual increase of 29.1%. The Qsep series of biological fragment analyzers also officially received marketing approval from the US Food and Drug Administration (FDA) on the 6th.

Huahan Computer Industry Co., Ltd. has benefited from the expansion of business cooperation with key customers such as the semiconductor industry. It recently announced that its consolidated revenue in December 2022 will be about 14.31 billion yuan, a new monthly level with a monthly increase of 14 .6% and an annual growth of 18.6%. In 2022, the annual revenue will reach 120.45 billion yuan, a record high, with an annual growth rate of 24.7%.

You must know that the world-renowned Guangding Bio-Fragment Analyzer has been approved by the US

Tue, 10 Jan 2023 13:09:13 +0800

Guangding Biotech (6850) has officially received marketing authorization from the US Food and Drug Administration (FDA), which includes various models launched by Guangding Biotech after the establishment of the Qsep brand, including the standard laboratory Qsep100 biological analyzer, the basic laboratory Qsep400, the best choice for high-throughput analysis and the Qsep1 series, the best tool for on-site testing and point-of-care, have the opportunity to enter the US market, take advantage of the world's largest in vitro testing business opportunity, and add new growth engines for performance.

Share price of Guangding Biotechnology Co., Ltd. performed strongly today (9), hitting 60 yuan at one point, up more than 10%. The company is a developer of technical services and tools for the nucleic acid industry in Asia. In the fourth quarter of last year, it set a new record for the third consecutive month. The consolidated annual revenue reached 231 million yuan, which is also a new record at the same time, with an increase 29.1% a year.

Guangding Biotech said that since October last year, its revenue has been at a record high for three consecutive months. In December, its revenue reached an all-time high of 29.49 million yuan. The main growth spurt came from the core product of the Qsep series biological particle analyzer. The share of total revenue is about 80%. At present, Qsep series products have been sold to more than 50 countries. Therefore, the outstanding performance of revenue not only reflects demand in traditional peak seasons, but also. It has the added effect of launching your own brand.

Looking to the future, the company will continue to create more application opportunities for the Qsep series of biological fragment analyzers through the dual R&D teams of machines and reagents, while also developing patented instrument materials (cassettes) that meet the needs and needs of customers for Qsep. consumer goods will help and further expand the overall scope of income. We are optimistic that market demand will continue to be strong and that this year's operations have the potential to reach new heights.

Can the 14 laugh-out-loud passive components still be bought? What an amazing invention

Tue, 10 Jan 2023 13:02:18 +0800

After Yager (2327) resumed listing after capital increase, the stock price rose by 200 yuan (59.88%) in less than three months. Are there any companies that can survive among passive device stocks? The entity believes that demand generated from new applications such as 5G, mobile phones and satellite orbits will benefit from further growth, including Yageo, Huaxinke (2492) and Hesentang (3026). You may want to wait for New Year's Day before planning.

Passive components Yageo and Huaxinke duo announced consolidated revenue in December last year. Yageo's consolidated revenue in December last year was 9.01 billion yuan, down 10% month-on-month and up 9.5% year-on-year. Inventory adjustment in the electronics industry; Cumulative annual revenue reached 121.069 billion yuan, an increase of 13.6% over the previous year, reaching a record high.

In December last year, Huaxinke's consolidated revenue was 2.372 billion yuan, down 11.44% from the previous month and 19.05% from the previous year. In the fourth quarter of last year, consolidated revenue was 7.5 billion yuan, down 8.8% from the previous quarter. 16.8% annual decline; Last year's consolidated revenue was 35.332 billion yuan, down 16.05% from the previous year.

Two U.S.-based foreign capital reports were also optimistic about Yageo, mainly because MLCCs are filling demand, cycles are improving, and the automotive market is promising. The strong buy list target price was lowered from 940 yuan to 900 yuan. Annual growth in earnings-per-share (EPS) for 2023-2024 is estimated at 10%.

Another US-based foreign investor said the opening up of mainland China would lead to increased consumption. Recovery is expected to begin in the second quarter. The MLCC cycle is showing signs of improvement, and Yageo's P/E ratio is only 8. Multiply the investment value. We raise our target price from CNY495 to CNY630 and reiterate Overweight.

Yageo opened today (10) at 522 yuan, down 3 yuan, and rose more than 1% to 534 yuan during the day. The standard price for transaction recovery after Yager's capital reduction was 334 on October 31 last year. Converted into renminbi, the stock price rose 200 yuan in less than three months, an increase of about 60%. Can I still purchase Yageo and inactive component resources?

Securities analyst Zhang Chenhao said that passive components will benefit from demand trends, including new applications such as 5G, mobile phones and satellite orbits, further increasing the demand for passive components. , Short-term surge, can wait for New Year's plans, Huaxinke and Hesentang in the same group are also worth paying attention to.

In addition to passive components stocks, Zhang Chenhao is also optimistic about the topic of aluminum price rises. Alcoa stocks rose mainly due to the rise in aluminum raw material prices. It can be seen in the stock concept related to Taiwanese stocks. Expected profit of Tingxin (2358), paying attention to the topic of rising aluminum prices.

Thing might help you in business approach 2023

Tue, 10 Jan 2023 11:54:28 +0800

The latest advancement in marketing is digital marketing. Designer Shirts is one of the leading sites where you can buy your favorite shirts. This is the part of marketing that uses the internet and other digital communication channels to promote a company or brand. Due to the covid 19 pandemic, many traditional businesses have relied on digital marketing strategies to support and scale their operations. The success of any organization in the current digital age depends on the type of digital marketing approaches and strategies they use and how they present themselves on different digital media platforms. Digital marketing is very complex until you know how to manage all of these things.

Affiliate Marketing:

Women's biker jackets also use affiliate marketing to promote their brand. In affiliate marketing, a business or merchant intentionally promotes the products and services of another business or merchant. But you might be thinking, "Why am I in the business market?" Despite the fact that the company freely agrees to market for you, you are still required to provide incentives in the form of commissions.

social media marketing

According to Datareportal, about 4.55 billion people, or about 58% of the world's population, use social media. Due to its popularity, the platform has grown rapidly over the past few years. You can see papers writing UK ads on social media where you can choose someone. Also see the many companies that are already using digital marketing strategies to promote their products on this platform. To promote their products, businesses or companies create their own accounts with hundreds of thousands of followers, likes, and Nikes, or work with social media influencers who follow thousands of users worldwide.

search engine optimization

Search engines like Google, Yahoo, etc. are one of the best online marketing strategies, so they are stepping stones to unrestricted access to the internet. You can easily find any website, item or business by entering a few terms into the search bar. However, if your company has many competitors, your website is unlikely to be included in the top results. Also, customers often click on the top search results because they don't have much time. Therefore, companies need to display their website at the top of search engines to increase their sales potential. SEO can help with this.