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Some of the core issues of $GLOBALFOUNDRIES Inc.(GFS)$profitability in the past are largely due to its strong focus on manufacturing in US while starving its Asia plants from large orders. With new indications of refocus into Asia such as its $4 billion investment to its largest plant in Singapore (shorturl.at/ikBWX, tentatively operational in early 2023), its outlook seems promising. Every foundry that has plant in Taiwan and Singapore are profitable. Siltronics just announced investment into expansion in Singapore too.At right price, GFS is definitely a growth stockto invest for mid-term.
Countries with high vaccination rates and already started booster shots will likelihood continue with existing list of vaccines and will be low volume procurement just to satisfy those low % of people holding back from mRNA ones. Countries with low vaccination rates may explore alternative vaccine(s) if price is significantly cheaper. Overall, not expecting to sell in high volumes unlike mRNA ones where additional procurement to cater for booster shots already locked in or in the mist of it.
Novavax stock surged 14.2% in premarket trading
Corrections have not even really begin for most super overvalued stocks… Perhaps time will tell if it turns out a part of history where those younger investors who have never experienced the 2008/9, 2011/2, 2018 downturns will take a lesson or two.
Why September Shouldn't Make You Panic About the Stock Market
Hmmm… Let’s see how many millennials will learn a hard lesson out of it…
Why you won’t know it when a bear market starts
A few lesser known/reported expansions are still ongoing and likelihood to complete around December. Once those capacity expansions complete, there will be more room for growth. Right now moving side-ways is largely due to capacity limitation (already max out).
TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY
Nice. Good timing for consolidation.
Continued Consolidation Called For Singapore Shares
Dividend Yield <1% is attractive? Any decent SGX stock has dividend yield >2%.
3 5G Stocks to Buy in October
Finally someone who is willing to share some truth on potential possibilities. Great writting with ease of comprehension even for novice.
What Happens When the Fed Tapers?
Thanks for a decent analysis where real investors will appreciate. [Smile]
Did The Fed Just Set The Stock Market Up For A Crash?
Disruption to foundries even for short durationcan be very costly. With production yield downward, why is stock rallying upward then?
Micron gains 3% after acknowledging impact from Taiwan earthquake
No surprise… Some China EVs have a much better chance to succeed than Lordstown Motors.
Lordstown Motors shares tumbled nearly 10% in early trading
It’s a good time for newer investors to find out if their strategies are solid enough to brave through the storm. Be flexible and adjust.
Buy the dip has failed. Here's what investors need to do next, says Morgan Stanley.
Pay Day for those shorts. [Cool]
Tesla shares fell more than 7% in premarket trading.
YupYippee…Corrections, Corrections.
KFC parent Yum Brands missed comparable sales estimates on Delta hit
Add major ‘supply chain disruption’ & global ‘logistics congestions’, is a perfect storm brewing to hit stock markets?
Is A Volatility Storm Coming?
Nice timing and likes the granular progressive steps approach.
Singapore's central bank tightens policy in surprise move
Just nice. Hope a good run up before correction comes and dip below the unofficial supportline of $107.
TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY
Hmmm… [白眼]
7 Stocks To Watch For July 30, 2021
Despite price increases on its products just a month or two ago, the earnings is only 18%, kind of low side. Shouldn’t the stock price movedownwards instead?
TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.
New Omicron variant has been detected in 15 states in US, not just 5 states.
Singapore Bourse Expected To Remain Rangebound On Monday
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