Technology Sector 02 (Jun 16 - Jun 21)

Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Mon Sep 21, 2020 12:42 pm

This chart signal says stop buying megacap technology stocks

By Tomi Kilgore

Fifty-day moving average is falling for Microsoft, Amazon and Google parent Alphabet but still rising slightly for Apple and the Nasdaq-100 Index

Source: Market Watch

https://www.marketwatch.com/story/this- ... yptr=yahoo
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby behappyalways » Wed Oct 07, 2020 5:07 am

House Democrats say Facebook, Amazon, Alphabet, Apple enjoy ‘monopoly power’ and recommend big changes
https://www.cnbc.com/2020/10/06/house-d ... power.html
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Thu Nov 12, 2020 3:35 pm

M Stanley Lists CN Dotcoms' Mkt Shr Forecast in E-commerce, Online Game etc (Table)

(1) E-commerce mkt shr (based on 2020E GMV)
Shares│CN e-commerce mkt shr
BABA-SW (09988.HK)│59%
JD-SW (09618.HK)│20%
Pinduoduo│13%

(2) Online gaming (based on 2020E revenue)
Shares│CN online gaming mkt shr
TENCENT (00700.HK)│61%
NTES-S (09999.HK)│18%

(3) Food delivery (based on 2020E GTV)
Shares│CN food delivery mkt shr
MEITUAN-W (03690.HK)│65%
BABA-SW│35%

(4) Search (based on 2019E traffic)
Shares│CN search mkt shr
Baidu│67%
Sogou│19%
Shenma│7%

(5)Music (Based on 2019 Revenue)
Stocks│CN Music Mkt Shr
Tencent Music│71%
NetEase│20%

(6)Online Reading (Based on MAU Count)
Stocks│CN Online Reading Mkt Shr
CHINA LIT (00772.HK)│50%

(7) Online Travel Agency (Based on 2019 Room Booking Orders)
Stocks│CN Online Travel Agency Mkt Shr
Meituan│49%
CTrip│26%
TONGCHENG-ELONG (0780.HK)│14%

(8)Video-streaming (Based on 2019 Revenue)
Stocks│CN Video-streaming Mkt Shr
iQiyi│36%
Tencent│33%
Alibaba│18%

(9)Cloud- IaaS (Based on 1H20 Revenue)
Stocks│Cloud- IaaS Mkt Shr
Alibaba│43%
Tencent│12%
CHINA TELECOM (00728.HK)│9%

Source: AAStocks Financial News
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby behappyalways » Thu Nov 12, 2020 10:01 pm

Europe is coming for Big Tech. Biden's victory won't change that
https://edition.cnn.com/2020/11/12/tech ... index.html
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Thu Nov 19, 2020 9:05 pm

not vested

ARK Next Generation Internet (ARKW)

Speaking of strong performers, ARKW ETF has soared nearly 300% since its March low. That’s truly an amazing performance for an ETF.

Last month, Marketwatch noted that ARK Next Generation ETF, led by the very well-regarded Cathie Wood, was one of the best-performing ETFs in 2020, returning 220% and 511% over the last three and five years, respectively.

Constituting 11% of the ETF’s holdings, Tesla (NASDAQ:TSLA) has of course been a huge winner in recent months, amid the boom of electric-vehicle stocks.

I’ve been skeptical about Tesla in the past, but I have learned that the stocks of rapidly growing companies that have developed “cool” brands usually do quite well.

Moreover, I remain a huge fan of the ETF’s second-largest holding, Roku (NASDAQ:ROKU). Also in its top ten are three e-commerce stocks with tremendous growth potential: Zillow (NASDAQ:Z), Pinterest (NYSE:PINS), and Sea (NYSE:SE).

And importantly, Wood’s very impressive track record makes ARKW ETF a buy.

Source: Investor Place
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Sat Nov 21, 2020 12:42 pm

not vested

Invesco DWA Technology Momentum ETF (PTF)

52-Week Range: $36.25 – $129.06
Expense Ratio: 0.60%

Next in line is another ETF: the Invesco DWA Technology Momentum ETF.

The fund invests in companies showing relative strength (momentum) and are mostly members of the NASDAQ US Benchmark Index.

Fund managers define relative strength as “the measurement of a security’s performance in a given universe over time as compared to the performance of all other securities in that universe.” Put another way, this investment style relies more on short-term price trends instead of company fundamentals.

PTF, which has 37 holdings, started trading in 2006. The top ten holdings comprise over 40% of net assets.

In terms of sectoral allocation, software companies have the highest weighting (52.09%), followed by semiconductors (22.07%) and IT services (6.07%). The ETF is rebalanced quarterly.

Holdings like Five9 (NASDAQ:FIVN), Apple (NASDAQ:AAPL), chip giant Nvidia (NASDAQ:NVDA) and Monolithic Power Systems (NASDAQ:MPWR) lead the fund.

This fund could be appropriate for investors who follow momentum to invest in shares. Typically such stocks show an accelerating price. If you believe these momentum stocks will possibly keep charging ahead, this fund deserves to be on your radar.

Source: Investor Place
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Sat Nov 21, 2020 12:44 pm

not vested

O’Shares Global Internet Giants ETF (OGIG)

52-Week Range: $20.48 – $50.38

Expense Ratio: 0.48%

O’Shares Global Internet Giants ETF provides access to large global firms that get most of their revenue from e-commerce and the internet.

U.S.-based companies have the highest weighting (61.07%), followed by China (22.13%%) and Germany (6.45%).

OGIG, which has 73 holdings, started trading in 2018. The top ten businesses comprise around 40% of the ETF. Amazon (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCMKTS:TCEHY), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), and Facebook (NASDAQ:FB) are the leading names in the fund.

According to Statista, “In 2019, an estimated 1.92 billion people purchased goods or services online. During the same year, e-retail sales surpassed 3.5 trillion U.S. dollars worldwide.” In 2020, we all witnessed the growth of online sales as the “stay-at-home, work-from-home” trend was taken up by billions of global citizens.

InvestorPlace.com readers would have followed the recent news that Chinese authorities are unveiling anti-monopolistic regulations that take aim at big internet firms. As a result, most of the Chinese companies in the fund have come under pressure in the past few trading days.

Therefore, the fund may be volatile in the coming days, at least until there is more clarity as to the full effect of the regulatory developments. A price decline toward $45 or below would improve the margin of safety for long-term investors.

Source: Investor Place
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Re: Technology Sector 02 (Jun 16 - Dec 20)

Postby winston » Thu Nov 26, 2020 7:19 am

China’s ‘wild era’ of internet may be ending as new personal data protection law seeks to curb Big Tech’s control over user data

The draft version of the new law significantly increases penalties for companies responsible for data breaches, proposing fines of up to US$7.6 million

Given the huge size of the Chinese big data market, some believe the penalties under the new law are light and that it has some shortcomings

by Celia Chen

Source: SCMP

https://www.scmp.com/tech/policy/articl ... ection-law
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Re: Technology Sector 02 (Jun 16 - Jun 21)

Postby winston » Tue Dec 01, 2020 8:20 pm

rk Next Generation Internet ETF (ARKW)

Expense ratio: 0.76%

ARK Investment management issues five actively managed ETFs and all of them could be on this list. Specific to the ARK Next Generation Internet ETF, well, let’s just say there are internet ETFs and then there’s ARKW.

This ARK fund is up 124% year-to-date. That’s an advantage of roughly 80% over the Dow Jones Internet Composite Index.

Speaking of advantages, ARKW has that because it’s actively managed, meaning it doesn’t have to conform to standard interpretations of what makes an internet ETF.

For example, Tesla (NASDAQ:TSLA) is this fund’s largest holding at a weight of nearly 10%. ARKW also features exposure to bitcoin, fintech equities and videogame makers – assets that typically don’t reside in traditional, passive internet funds.

Bottom line: the internet itself is disruptive, but ARKW’s roster is more levered to true disruptors than competing strategies and its streaming entertainment exposure is just one example of that trend.

“Offering thousands of channels for a seemingly low price, linear TV has not kept up with the times. Modern viewers want modern options,” said analyst Nicholas Grous in a recent note. “As a result, viewers have begun to ‘cut the cord’, canceling their linear TV services at an accelerating rate during the last few years. Without sports, the pace of cord cutting intensified during the pandemic.”

Source: Investor Place
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