Technology Sector 02 (Jun 16 - Dec 24)

Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Fri Feb 24, 2017 10:39 am

China Internet: Morgan Stanley’s Top Picks For 2017

By Shuli Ren

Chinese Internet companies can still expect healthy growth in the next two years.

According to Morgan Stanley, they can grow their sales by 27% annually, although it was a sharp slowdown from 44% in the last two years.

Morgan Stanley sees an annualized 27% revenue growth in 2016-2018

In 2017, Internet companies that can get users to stay on their sites and apps longer are the winners, so are the ones that can open users’ purse strings, or the ones that can branch out to new businesses.

As such, the bank’s top picks for 2017 are Alibaba Group (BABA), Tencent Holdings (700.Hong Kong/TCEHY), Momo (MOMO), Ctrip.com (CTRP) and JD.com (JD).

Analyst Grace Chen wrote:

Alibaba has been enriching social features in the Taobao app to enhance user stickiness, increasing monetization given getter targeting technology, and emphasizing globalization and cloud.

Tencent launched “Mini-program” in January 2017, which helped both user retention and monetization, its aggressive M&A strategies helped expand its global footprint, and its fast-growing payment business is helping to broaden its product lineup.

Ctrip is our long-term top pick among online verticals because of its dominant position in a fast-growing industry. Ctrip has been aggressive in expanding overseas. In late 2016, it acquired Skyscnner, a UK-based meta search and two US tour operations. As a result, the GMV contribution from the international markets has been increasing.

Momo’s live broadcasting and short video product initiatives have been boosting its overall user engagement/time spent/retention as well as the monetization level of the platform. We expect Momo to leverage the strong cash flow generated by live broadcasting to expand the user base and develop new product initiatives, which will in return further drive long-term monetization.

JD stands out because of its margin improvement potential and the positive impact on profits that we expect after it spins off loss making JD Finance.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... -for-2017/
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby behappyalways » Thu Mar 16, 2017 11:39 am

Nobody wears wearables? GoPro, Fitbit at all-time lows
http://money.cnn.com/2017/03/14/investi ... index.html


2017.03.12文茜的世界財經周報/技術比現實快 ZTE首款突破性概念手機支援5G
https://www.youtube.com/watch?v=oAJAlBxXIoM
血要热 头脑要冷 骨头要硬
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Wed May 03, 2017 8:33 am

Put These 433.3 Million People to Work – for You

BY MICHAEL A. ROBINSON

Emerging Markets Internet & Ecommerce ETF (NYSE Arca: EMQQ)

In this fund, you’ll find a “who’s who” of Chinese tech pioneers.

Mercadolibre Inc. (Nasdaq: MELI), is its seventh-largest holding. It’s the largest provider of e-commerce and mobile digital payment platforms in Latin America, a region that is home to more than 600 million people, many of whom are entering the middle class.


Source: Strategic Tech Investor

http://strategictechinvestor.com/2017/0 ... /#deeplink
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Thu May 11, 2017 6:50 am

3 Cash-Rich Tech Stocks to Buy and Hold Forever

These tech stocks should deliver double-digit total returns every year

By Richard Saintvilus

Source: Investor Place


http://investorplace.com/2017/05/3-cash ... ROYz9J96M8
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Sun Jun 04, 2017 5:43 pm

7 Must-Have Tech Stocks for the Next 5 Years

These tech stocks will offer high, consistent growth for years, or dividends ... or both!

By Aaron Levitt

Source: Investor Place

http://investorplace.com/2017/06/7-must ... TPVfGh96M8
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Mon Jun 12, 2017 8:58 am

not vested

FAANG:

FB sold to the 50 day EMA but bounced off it; that level has held as support before.

AAPL sold below the 50 day MA but did manage a rebound to hold it.

AMZN tumbled 80 points and undercut the 50 day MA only to rebound to a 32 point loss.

NFLX tested the 50 day MA and rebounded some.

GOOG undercut the 20 day EMA and could not quite recapture it on the rebound. Down hard but did see some buyers off the lows in the last hour.

Source: Investment House
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby winston » Thu Jun 29, 2017 9:13 am

A Smarter Way to Buy the Dip in Nasdaq Stocks

By Matthew Carr

ARK Innovation ETF (NYSE: ARKK)… and the slightly different ARK Web x.0 ETF (NYSE: ARKW).

In Web x.0, the largest holding is Amazon, followed by the Bitcoin Investment Trust (OTC: GBTC), athenahealth (Nasdaq: ATHN), 2U (Nasdaq: TWOU) and Tesla. In total, the ETF holds 40 positions.

The Innovation ETF is different. It holds 50 companies, and its largest holding is the Bitcoin Investment Trust, followed by Tesla, athenahealth, 3-D printer Stratasys (Nasdaq: SSYS) and Amazon.


Source: Investment U

http://www.thetradingreport.com/2017/06 ... aq-stocks/
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby behappyalways » Tue Jul 25, 2017 1:54 pm

血要热 头脑要冷 骨头要硬
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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby iam802 » Wed Jul 26, 2017 12:10 am

http://amp.weforum.org/agenda/2017/07/c ... f-startups

In 2009, Ira Sager of Businessweek magazine set a challenge for Quid AI's CEO Bob Goodson: programme a computer to pick 50 unheard of companies that are set to rock the world.

The domain of picking “start-up winners” was - and largely still is - dominated by a belief held by the venture capital (VC) industry that machines do not play a role in the identification of winners. Ironically, the VC world, having fuelled the creation of computing, is one of the last areas of business to introduce computing to decision-making.

Nearly eight years later, the magazine revisited the list to see how “Goodson plus the machine” had performed. The results surprised even Goodson: Evernote, Spotify, Etsy, Zynga, Palantir, Cloudera, OPOWER – the list goes on. The list featured not only names widely known to the public and leaders of industries, but also high performers such as Ibibo, which had eight employees in 2009 when selected and now has $2 billion annual sales as the top hotel booking site in India. Twenty percent of the companies chosen had reached billion-dollar valuations.

To contextualize these results, Bloomberg Businessweek turned to one of the leading “fund of funds” in the US, which has been investing in VC funds since the 1980s and has one of the richest data sets available on actual company performance and for benchmarking VC portfolio performance.

The fund of funds was not named for compliance reasons, but its research showed that, had the 50 companies been a VC portfolio, it would have been the second-best-performing fund of all time. Only one fund has ever chosen better, which did most of its investments in the late 1990s and rode the dotcom bubble successfully. Of course, in this hypothetical portfolio, one could choose any company, whereas VCs often need to compete to invest.

Recently, Bloomberg asked Goodson to repeat the feat. Here, we’ll take an in-depth look at the methodology behind the new list, and also broader trends set to flourish in the market


...

1. Always wait for the setup. NO SETUP; NO TRADE

2. The trend will END but I don't know WHEN.

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Re: Technology Sector 02 (Jun 16 - Dec 17)

Postby iam802 » Wed Jul 26, 2017 12:10 am

http://amp.weforum.org/agenda/2017/07/c ... f-startups

In 2009, Ira Sager of Businessweek magazine set a challenge for Quid AI's CEO Bob Goodson: programme a computer to pick 50 unheard of companies that are set to rock the world.

The domain of picking “start-up winners” was - and largely still is - dominated by a belief held by the venture capital (VC) industry that machines do not play a role in the identification of winners. Ironically, the VC world, having fuelled the creation of computing, is one of the last areas of business to introduce computing to decision-making.

Nearly eight years later, the magazine revisited the list to see how “Goodson plus the machine” had performed. The results surprised even Goodson: Evernote, Spotify, Etsy, Zynga, Palantir, Cloudera, OPOWER – the list goes on. The list featured not only names widely known to the public and leaders of industries, but also high performers such as Ibibo, which had eight employees in 2009 when selected and now has $2 billion annual sales as the top hotel booking site in India. Twenty percent of the companies chosen had reached billion-dollar valuations.

To contextualize these results, Bloomberg Businessweek turned to one of the leading “fund of funds” in the US, which has been investing in VC funds since the 1980s and has one of the richest data sets available on actual company performance and for benchmarking VC portfolio performance.

The fund of funds was not named for compliance reasons, but its research showed that, had the 50 companies been a VC portfolio, it would have been the second-best-performing fund of all time. Only one fund has ever chosen better, which did most of its investments in the late 1990s and rode the dotcom bubble successfully. Of course, in this hypothetical portfolio, one could choose any company, whereas VCs often need to compete to invest.

Recently, Bloomberg asked Goodson to repeat the feat. Here, we’ll take an in-depth look at the methodology behind the new list, and also broader trends set to flourish in the market


..



Full list here

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1. Always wait for the setup. NO SETUP; NO TRADE

2. The trend will END but I don't know WHEN.

TA and Options stuffs on InvestIdeas:
The Ichimoku Thread | Option Strategies Thread | Japanese Candlesticks Thread
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