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Good morning, Tuesday, October 24, 2023, and welcome to UOB K Dental Strategy Infocus, brought to you by the strategic planning department. This week, there are three key issues to watch. The first issue continues... Because last week 's topic was geopolitics (Le). The Middle East, despite much of the relaxation of restrictions.
This happened after the group agreed to release two hostages, and coupled with the fact that... The United States itself has been negotiating with Israel to delay the process. The attack on Gaza led to... With increased easing of restrictions, oil prices have also increased. After a correction, WTI is standing at $86 and Benzene is at $90 per barrel.
However, this Oligos issue still remains. We'll have to wait and see. As for the other issue... Yes, it's related to the financial and investment market. It's about Boy, the one who's being adjusted. The price dropped quite sharply last night. After all, B's approach is that he's a VI (Value Investing) investor.
VI stands for Value Investing, which focuses on buying stocks at low prices. The market has gone beyond that, and investors now view Buman as a benchmark for unlocking potential. Investing in buying or selling, and most recently, Acmen has indicated that they have fully covered all the costs. That means...
It seems he's not betting on the underdog anymore. Because it's too risky right now. That's going to be a shock to the underdog because of the fact that... The US economy is starting to show signs of... It slowed down quite a bit, and it slowed down quickly. It's more than they expected, causing the year-on-year bond yield to adjust downwards.
It has come down, or rather, we believe that the Year Bond Y yield has already peaked at 5%, which is consistent with our previous assessment that 5% is considered significantly important. That's me. And the godfather, Tatasa, is Bill Gos. Okay, so the founder of Pimko is a godfather. In the global electronics market, there are indications such as...
Similarly, the Year Y Bond yield is likely to slow down after peaking at 5%, based on the belief that the economy... The US is about to experience an ESS (Equity Sector Loss) in the fourth quarter due to defaults, particularly on debt. The number of cars has increased quite rapidly. That's fast, and it's an indication of the US economy.
It's slowing down now, so entering the ESS (Equity Sector) in Q4 is a good time to enter. Invest in the best stock markets for the quarter. That's it. And one last point for, uh, this week. This is about earnings, or the announcement of financial results of publicly traded companies in the United States.
This week, we'll be highlighting a group of megacab stocks, large and significant in the S&P 500 and NASX 100. These seven stocks have generated strong returns since the beginning of the year. So far, Apple has gained 33%, Amazon 51%, Nvidia 194%, Google 55%, Microsoft 37%, Meta 161%, and Tesla 71%.
And today, we will have... Microsoft's earnings announcement is next, followed by Alphabet. Wednesday will be Meta, Thursday will be Amazon, and next week will be Apple. The market... We estimate that tech stocks will be able to... Generating returns or performance that beat estimates in both revenue and profit.
Yes, it's the US stock market that's adjusted. It's a combination, using Nasx. Yesterday I also used it. It's adjusting in positive territory, but if we look at the stock pattern... We will see an acceleration in the GR Stock group, regardless of... Communication service technology and consumer discrepancies are areas that the market and analysts are giving significant weight to.
The tech sector increased, contrary to expectations regarding interest rates. The premium is likely to remain the same at the monthly meeting. November and a reduction next year, amidst... The U.S. economy is beginning to show signs of slowing down. The stock price has gone down, along with the earnings, for all 7 Big C companies that are about to...
The announcement will be positive and will include some relaxation of restrictions. Regarding the conflict between Israel and Israel... That's right, investing in NASX is very interesting, especially after 88% of the NASX 100 dropped to its lowest level in 52 weeks, indicating that NASX has potential.
The price is lower, and the product is safer. That's why things have slowed down; the dollar has weakened. Slight adjustments were made at 10.4. Gold remained at 1998, $13 per TR. Oil also saw some adjustments. The price has dropped, and importantly, the Y figure has fallen quite sharply. The market has assessed that it has already reached its peak.
The downward adjustment is considered quite sharp. That's quite a lot! The year-on-year figure stands at 4.85%, and the year-on-year figure is around 5.05%. These are the economic figures we need to watch. This week, specifically today, the US manufacturing PMI figures will be released. As for the other figures...
Thursday will be the date for unemployment benefit claims figures. Unemployment and the key highlight is on Friday. That 's the PCE (premium Cost of Equity) figure, in the stock market. Europe saw a slight positive adjustment. Asia this morning believes it will be able to recover. There's a positive trend in installment sales in the East.
The middle and then the 10-year US presidency that was in effect. The strategy for investing has seen a sharp decline. For this week's investment, I recommend buying K shares. The United States, and then Boy, and then the United States. Okay, the name of the fund can be found at... Details are below.
Thank you for... Stay tuned and follow us, and we'll see you again tomorrow. Goodbye for tomorrow.
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