Liam Mitchell
liked
Hey everyone,
I've been reading about a worrying trend in our healthcare system: Private hospitals are starting to avoid surgeries that don't make them enough money.
This means essential procedures like wisdom teeth removal, breast reconstructions after cancer, and gynaecological surgeries are at risk.
The media is framing this as a fight between insurance companies and hospitals, but what they're not mentioning is that Healthscope, a major...
I've been reading about a worrying trend in our healthcare system: Private hospitals are starting to avoid surgeries that don't make them enough money.
This means essential procedures like wisdom teeth removal, breast reconstructions after cancer, and gynaecological surgeries are at risk.
The media is framing this as a fight between insurance companies and hospitals, but what they're not mentioning is that Healthscope, a major...
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Liam Mitchell
liked
Previously, Chinese concept stocks had been in a long period of low stock prices due to a series of factors including industry policies, fundamental performance, and high valuations. However, with the start of the Federal Reserve's interest rate cut cycle, Chinese concept stocks are direct beneficiaries.
In addition, the mainland central bank has also issued multiple bullish policies: reserve ratio cuts, interest rate cuts, reduction in existing home mortgage rates, and new policy introductions. These policies will directly drive Chinese concept stocks into a bull market.
The current bullish trend of Chinese concept stocks is far from over. Today's pullback of Chinese concept stocks is just picking up passengers, seize the opportunity to get on board.
For the top Chinese concept stock PDD, the data shows that the stock price is above 113, indicating a bullish trend, with bullish signals at 115 and 120. I believe there is a high probability of further upward movement towards the 115 and 120 signals.
The direct beneficiaries of the rise in A-shares, FUTU, show a bullish price above 68, indicating a bullish trend at 75 and 80. I believe there is a high possibility of further rising to the 75 and 80 levels.
I hope that all of us who are currently trapped will have a successful bottom rebound one day!!!![]()
$PDD Holdings (PDD.US)$ $Futu Holdings Ltd (FUTU.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares China Large-Cap ETF (FXI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Tencent (TCEHY.US)$ $Bilibili (BILI.US)$ $JD.com (JD.US)$ $Lixiang Education (LXEH.US)$ $Alibaba (BABA.US)$
In addition, the mainland central bank has also issued multiple bullish policies: reserve ratio cuts, interest rate cuts, reduction in existing home mortgage rates, and new policy introductions. These policies will directly drive Chinese concept stocks into a bull market.
The current bullish trend of Chinese concept stocks is far from over. Today's pullback of Chinese concept stocks is just picking up passengers, seize the opportunity to get on board.
For the top Chinese concept stock PDD, the data shows that the stock price is above 113, indicating a bullish trend, with bullish signals at 115 and 120. I believe there is a high probability of further upward movement towards the 115 and 120 signals.
The direct beneficiaries of the rise in A-shares, FUTU, show a bullish price above 68, indicating a bullish trend at 75 and 80. I believe there is a high possibility of further rising to the 75 and 80 levels.
I hope that all of us who are currently trapped will have a successful bottom rebound one day!!!
$PDD Holdings (PDD.US)$ $Futu Holdings Ltd (FUTU.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares China Large-Cap ETF (FXI.US)$ $Invesco QQQ Trust (QQQ.US)$ $Tencent (TCEHY.US)$ $Bilibili (BILI.US)$ $JD.com (JD.US)$ $Lixiang Education (LXEH.US)$ $Alibaba (BABA.US)$
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I'm a long time $South32 Ltd (S32.AU)$ shareholder, and usually a keen S32 buyer, but the past couple of weeks have been actively buying parcels of $BHP Group Ltd (BHP.AU)$ under $40. At two year lows it feels like an excellent place to build a position. It's too tempting for me to refuse!
I can understand why people are holding or selling bank shares but goodness only knows who is buying them at current prices. I sold mine and bought more BHP last week.
BHP has multiple avenues towards being high...
I can understand why people are holding or selling bank shares but goodness only knows who is buying them at current prices. I sold mine and bought more BHP last week.
BHP has multiple avenues towards being high...
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Escondida (Chile) has a quoted Capital Intensity for expansion of between USD$17k-USD$29k per CuEq tpa.
I am expecting that any Oak Dam development would need to be of 100,000 tpa CuEq at least (possibly 2-3 times that) to justify itself (in terms of scale to BHP, and because of depth and moderate grades released so far).
So at Escondida rates, 100,000 tpa would have development costs between about AUD$2.5B and AUD$4.3Billion.
I expect that this is very much at the low end, because of depth, and...
I am expecting that any Oak Dam development would need to be of 100,000 tpa CuEq at least (possibly 2-3 times that) to justify itself (in terms of scale to BHP, and because of depth and moderate grades released so far).
So at Escondida rates, 100,000 tpa would have development costs between about AUD$2.5B and AUD$4.3Billion.
I expect that this is very much at the low end, because of depth, and...
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$CommBank (CBA.AU)$
Wave counts not happening.
decline in SP after dividends not happening.
any other predictions?
Wave counts not happening.
decline in SP after dividends not happening.
any other predictions?
I’m putting an AVOID rating on Mineral Resources ( $Mineral Resources Ltd (MIN.AU)$ )….Net debt has doubled, at a time their LITHIUM mines are making no money and their higher cost IRON ORE mines puts them in a real pickle if prices fall 20% to 30%. MIN seriously needs to fix it’s balance sheet so will either have to do a heavily dilutive capital raising or sell equity stakes in some of their mines – pick your poison.
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Happy Father's Day!![]()
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Dad says, 'In investing, just like cricket, patience is key.
Wait for the right pitch, and swing at the opportunities that come your way.'
He's right, and he's never been stumped yet! 💰
Dad says, 'In investing, just like cricket, patience is key.
Wait for the right pitch, and swing at the opportunities that come your way.'
He's right, and he's never been stumped yet! 💰
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Environment Minister Tanya Plibersek is forcing Regis (RRL) to write off it’s previously approved McPhillamys GOLD project in NSW….She declared (all of a sudden) that part of the site was spiritually significant to the Wiradjuri people – what a con. $Regis Resources Ltd (RRL.AU)$
Silver Mines ( $Silver Mines Ltd (SVL.AU)$ ), which originally won a court case against a special interest group over a electricity transmission line, just lost in the court of appeals which sent the stock tanking on Friday….Our judiciary is a lucky dip for these kind of cases….SPEC BUY last sale $0.08
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The Australian wage price index data will be out shortly.
We are expected to see wage growth come in around 4% for the June quarter.
Previous stats - 4.1% in the year to March and by 4.2% in the year to December.
Looking to see wage growth decline.
Remember - this is all key data for RBA $CommBank (CBA.AU)$ $ANZ Group Holdings Ltd (ANZ.AU)$
We are expected to see wage growth come in around 4% for the June quarter.
Previous stats - 4.1% in the year to March and by 4.2% in the year to December.
Looking to see wage growth decline.
Remember - this is all key data for RBA $CommBank (CBA.AU)$ $ANZ Group Holdings Ltd (ANZ.AU)$
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