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SUSTOS
post Oct 23 2024, 02:03 PM

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From: Penang <-> Singapore


Roche results: https://www.roche.com/investors
lhshyong
post Oct 23 2024, 03:04 PM

New Member
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QUOTE(TOS @ Oct 23 2024, 09:07 AM)
Hi there. BIL ETF is recommended for short-term USD parking. As for how to scalp for more returns, I detailed the strategy in the previous posts.

In the future, I won't be sharing any more strategies... You guys just want to free-ride everything...  laugh.gif

Now I know why top quant hedge funds jealously guard their "strategies"... I am gonna guard mine as well... proprietary secrets not to be revealed...  laugh.gif
*
aiyo. boss. like that ar..
I not yet got time to try on it ler... need faster testing on it liao

You can form a group and provide signal, or i build a program for you on this, then you publish your program. lol

This post has been edited by lhshyong: Oct 23 2024, 03:04 PM
SUSTOS
post Oct 24 2024, 12:17 AM

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Kering results are out.

Press release: https://www.kering.com/api/download-file/?p..._cbc14f2a8c.pdf

Presentation slides: https://www.kering.com/api/download-file/?p..._7417fe8f0e.pdf

Webcast: https://edge.media-server.com/mmc/p/fpo4mdb6/

------------------------

Hermes reporting today before EPA Paris market opens. Stay tuned.
SUSTOS
post Oct 24 2024, 02:05 PM

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Hermes results are out!

https://uk.finance.yahoo.com/news/hermes-q3...A7vcT4L2NB0Pwvc

SUSTOS
post Oct 24 2024, 07:32 PM

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From: Penang <-> Singapore


Bloomberg Markets: Top China Quant Offers Permanent Zero Fees After Market Losses

Shanghai Power Asset apologizes to investors upset by losses
Case adds to Chinese quants’ setbacks from stocks rally

QUOTE
...

FuRao Arbitrage No. 3 mainly uses a strategy that exploits differences in implied volatility among options with different strike prices or expiration dates. Power Asset uses machine learning models to adjust its entry and exit points, according to PaiPaiWang.

The fund fell in each of the past four weeks, with combined losses of more than 16%, according to performance data seen by Bloomberg News. During the period, the CSI 300 Index jumped as much as 33% before retreating by up to 11% from the Oct. 8 peak.

...
https://www.bloomberg.com/news/articles/202...r-market-losses

------------------------------------

Bloomberg Markets

Bankers Do Anything It Takes to Grab a Slice of Rare Buyout Deal
CD&R’s unhappy Morrisons experience hasn’t stopped investment bankers from lining up in droves to get a piece of its debt-financing deal for Sanofi’s consumer drug offshoot.

https://www.bloomberg.com/news/articles/202...e-french-buyout

This post has been edited by TOS: Oct 24 2024, 07:34 PM
SUSTOS
post Oct 25 2024, 10:55 PM

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FT Non-Fiction

Atlas of Finance — a visual aid to the global money maze
An eclectic and ambitious series of maps, graphs and diagrams helps disclose the locations of hidden riches

https://www.ft.com/content/7895de9b-20dc-43...0d-1f105bb42d55

An interesting book written by an NUS geography professor, which made it to the front page of FT: https://fass.nus.edu.sg/srn/2024/10/02/atlas-of-finance/

This post has been edited by TOS: Oct 25 2024, 10:57 PM
SUSTOS
post Oct 26 2024, 12:02 PM

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Bloomberg Review

The Intelligent Investor Is Still Worth Reading 75 Years Later
The book is less about how to make money than how not to be an idiot.

https://www.bloomberg.com/news/articles/202...-75-years-later

75 years later, a third edition is published by Harper Collins, available starting 22nd October.

https://www.harpercollins.com/products/the-...=41480784511010

(Hint: it's available for "free" online... the EPUB version...)

This post has been edited by TOS: Oct 26 2024, 12:57 PM
SUSTOS
post Oct 26 2024, 04:54 PM

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Quote from Daniel from Semiwiki:

QUOTE
These rumors are false. Samsung does not have a competitive 3nm/2nm process nor does it have the proper ecosystem. Intel 18A has a much better chance for the NOT TSMC business than Samsung. That is what I am hearing inside the ecosystem.

Samsung Foundry has burned many bridges with the leading edge customers which includes Qualcomm and Nvidia. Now that they are flying first class with TSMC I do not see them going back to Samsung. A good example is AMD. AMD used GlobalFoundries 14nm which was sourced from Samsung and from what I understand Samsung handled overflow business for AMD. Yet AMD has not engaged with Samsung since moving to TSMC in 2018. It really is all about trust to deliver the wafer on time and at respectable yields. Both of which Samsung has failed at with 5/4nm, and 3/2nm. I also know that the relationship between GF and Samsung for the 14nm process was not shall we say smooth which negatively affected AMD.

As it stands today I know of ZERO customers outside of Korea using Samsung 3/2nm. If I am wrong let me know because I do keep track of design starts. Keeping track of 3nm design starts turned out to be pretty easy since they were all at TSMC. laugh.gif


Source: https://semiwiki.com/forum/index.php?thread...290/#post-76462

Now it seems Samsung lost to Intel also...

This post has been edited by TOS: Oct 26 2024, 04:55 PM
SUSTOS
post Oct 27 2024, 10:58 PM

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Haven't checked out Asianometry for months liao...

Some nice video essays below, more available here: https://www.youtube.com/@Asianometry/videos







This post has been edited by TOS: Oct 27 2024, 10:58 PM
SUSTOS
post Oct 28 2024, 12:11 AM

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Ever wonder how not to pay tax? (Or at least reduce tax...) tongue.gif

FT Private equity

How does private equity’s carried interest work?
The lower-taxed performance fee has helped buyout firms’ executives amass personal fortunes

https://www.ft.com/content/711f21e3-3c2a-4e...47-625d0925887d

This post has been edited by TOS: Oct 28 2024, 12:13 AM
SUSTOS
post Oct 28 2024, 01:47 PM

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Found this video by chance while googling for Hermes news:

https://www.cnbcafrica.com/2024/why-hermes-...-gucci-decline/


SUSTOS
post Oct 29 2024, 03:58 PM

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Earnings superweek coming in many countries... European ones included.

Novartis, BP, HSBC, Adidas reporting today.

Novartis results: https://www.novartis.com/investors
Night Shift
post Oct 30 2024, 07:12 AM

Getting Started
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QUOTE(TOS @ Oct 26 2024, 04:54 PM)
Quote from Daniel from Semiwiki:
Source: https://semiwiki.com/forum/index.php?thread...290/#post-76462

Now it seems Samsung lost to Intel also...
*
Wow nearly bought Samsung shares because of their dominance in ssd and chips
SUSTOS
post Oct 30 2024, 07:52 AM

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Bloomberg Markets + Technology

Samsung’s Sudden $122 Billion Wipeout Shows the Cost of Sleeping on AI

Stock sheds more value than any chipmaker on AI, foundry woes
Samsung is ‘losing its technology leadership’: Pictet’s Lee

https://www.bloomberg.com/news/articles/202...dia-led-ai-boom

------------------------------------------

Bloomberg Business

Trader's $10,000 Spoofing Profit Haunts Nomura as Fallout Widens
Clients dump Nomura from underwriting corporate bonds

https://www.bloomberg.com/news/articles/202...ing-heavy-price

There is no such thing as morality on Wall Street, including Japan's Wall Street...
SUSTOS
post Oct 30 2024, 11:37 AM

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We got newly updated revenue contributors for TSMC...

user posted image

https://semiwiki.com/forum/index.php?thread...industry.21342/


SUSTOS
post Nov 1 2024, 11:05 AM

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These days, exchanges answer to their main clients, HFTs, rather than fundamentals, long-only investors...

Bloomberg Markets | High-Frequency Traders Get an Extra 30 Minutes for Japan Stocks

Extended trade time stokes fears of machine-driven price moves
Japan Exchange CEO says move will improve price discovery

https://www.bloomberg.com/news/articles/202...or-japan-stocks
lhshyong
post Nov 1 2024, 12:58 PM

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Joined: Mar 2012
QUOTE(TOS @ Nov 1 2024, 11:05 AM)
These days, exchanges answer to their main clients, HFTs, rather than fundamentals, long-only investors...

Bloomberg Markets | High-Frequency Traders Get an Extra 30 Minutes for Japan Stocks

Extended trade time stokes fears of machine-driven price moves
Japan Exchange CEO says move will improve price discovery

https://www.bloomberg.com/news/articles/202...or-japan-stocks
*
Halo, sifu, you got subscribe to all the news ar ?
all i only can read title..

perform some fast trade testing last few days...


user posted image

user posted image
SUSTOS
post Nov 1 2024, 01:31 PM

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From: Penang <-> Singapore


QUOTE(lhshyong @ Nov 1 2024, 12:58 PM)
Halo, sifu, you got subscribe to all the news ar ?
all i only can read title..

perform some fast trade testing last few days...
user posted image

user posted image
*
No more sifu... I retire liao laugh.gif

Anyway, you can try using this paywall bypass thingie: https://forum.lowyat.net/index.php?showtopi...ost&p=110522470

So far it works for me.
SUSTOS
post Nov 1 2024, 05:45 PM

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More price hikes coming...

TSMC Expected To Bump Up 3nm & CoWoS Pricing Moving Into 2025 Amid Massive Market Demand & Supply Chain Bottlenecks

QUOTE
The Taiwan giant TSMC is reportedly considering raising prices for its in-demand 3nm and CoWoS processes in an attempt to cope with the gigantic demand.

TSMC Plans To Implement 3nm & CoWoS Price Increase Given The Tremendous Demand From The AI Markets

In the modern-day AI markets, TSMC is playing a pivotal role when it comes to providing the essentials in the realm of semiconductors, and the company's cutting-edge nodes are in significant demand from the markets. Companies like NVIDIA and AMD have their mainstream AI solutions utilizing TSMC's 3nm process, along with its CoWoS derivatives, so for the Taiwan giant, keeping up with the demand has been quite tricky, which is why a report from Ctee has disclosed that TSMC plans to bump up pricing of 3nm and CoWoS, citing that this move will maintain supply chain balance.

The report says that TSMC plans to implement the price hike in 2025 and has already received approval from NVIDIA, so ultimately, the price change will affect the whole supply chain. It is said that TSMC 3nm pricing is expected to receive a bump of up to 5%, while CoWoS packaging could rise by 10% to 20%, depending upon how the Taiwan giant expands production capacity for its advanced packaging processes.

TSMC has a strong future moving ahead, given that not only has the company "monopolized" the semiconductor markets, but with gigantic demand from the AI segment, TSMC has its production lines booked in the next year as well. The supply chain bottleneck is forcing the company to upscale existing facilities, so a price bump makes sense here.

Morgan Stanley says that TSMC's gross margins are expected to soar moving into 2025, ultimately translating into solid earnings for the company. In a recent coverage, we reported on how TSMC's 3nm and 5nm nodes are responsible for more than 52% of the company's revenue in Q3 2024, which shows the significance of these processes for the Taiwan giant. Apart from this, it is said that TSMC's next-gen 2nm will be much more disruptive in terms of market demand, so the future of TSMC and the semiconductor markets is indeed bright.
https://semiwiki.com/forum/index.php?thread...361/#post-76864
SUSTOS
post Nov 1 2024, 10:31 PM

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What is "accessible luxury"? Even the FTC doesn't understand... laugh.gif

Bloomberg Businessweek | Buying Power

What Everyone Gets Wrong About Luxury Handbags
The scuttled merger between the owners of Coach and Michael Kors tells us the FTC doesn’t understand “accessible luxury.”

https://www.bloomberg.com/news/articles/202...for-high-prices

QUOTE
When the thrill of buying something expensive is fundamental to the pitch to customers, the price itself becomes part of the product.


This post has been edited by TOS: Nov 1 2024, 10:43 PM

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