Mkoh

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    • MkohMkoh
      ·03-13

      US banks analysis

      Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a
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      US banks analysis
    • MkohMkoh
      ·03-12
      Nvidia (NVDA) Why to Watch: Nvidia is hosting its GPU Technology Conference (GTC) from March 17-21, with CEO Jensen Huang delivering a keynote on March 18. Updates on its Blackwell Ultra chip and Vera Rubin architecture could impact its stock, especially after a big drop in 2025. The conference would give investors a glimpse of Blackwell capabilities and show Nvdia as the clear leader in AI space
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    • MkohMkoh
      ·03-11

      ExxonMobil a steady compounder and dividend king

      Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7
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      ExxonMobil a steady compounder and dividend king
    • MkohMkoh
      ·03-11
      Alibaba Why it might outperform: Alibaba has been a focal point for investors due to its dominant position in e-commerce and cloud computing.  Analysts, like those from Goldman Sachs (October 2024), have raised price-to-earnings targets for MSCI China companies, suggesting stocks like Alibaba could benefit from policy support and undervaluation (forward P/E around 9.07 as of mid-2024). KraneShares also emphasized internet companies as potential outperformers in their 2025 outlook. Risks: Regulatory pressures and competition remain concerns, but its low valuation might attract contrarian investors.
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    • MkohMkoh
      ·03-10
      There’s no single stock guaranteed to deliver a retirement-sized win in one shot—anyone claiming otherwise is either lucky or selling you something. High-risk, high-reward plays like leveraged ETFs (e.g., $TSLL tied to Tesla) get hyped for their potential to explode, especially if Tesla’s growth keeps defying gravity. A big win there could theoretically 10x your money in a few years if stars align—think $100k turning into $1M. But the flip side’s brutal: volatility can wipe you out just as fast, and most don’t have the stomach for it. Historically, stocks like Amazon or Apple have turned small bets into retirement nest eggs, but those were decades-long grinds, not one-hit wonders.  For a shorter horizon, speculative names in tech or biotech—say, a small-cap AI firm or a drug company a
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    • MkohMkoh
      ·03-10
      Better stock trading skills might boost family harmony by easing financial stress. It brings stability or extra cash. But if it turns into an obsession, risks savings, or steals family time, it could backfire with tension or blowout fights. Success = peace; failure = chaos. Thoughts?
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    • MkohMkoh
      ·03-08
      I opened $NVIDIA(NVDA)$  ,Added more Nvdia. 
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    • MkohMkoh
      ·03-07
      Nasdaq plunge have resulted in the index in correction territory . What’s Driving the Plunge? The immediate trigger appears to be escalating trade tensions following the Trump administration’s rollout of new tariffs—25% on imports from Canada and Mexico, and doubled duties on Chinese goods—implemented earlier this week. These moves sparked retaliatory threats from affected nations, injecting volatility into an already jittery market. Tech stocks, heavily reliant on global supply chains, took the brunt of the hit. For instance, automakers like Ford and General Motors, with intricate North American operations, dropped 2.9% and 4.6%, respectively, on March 4, while chipmakers like Marvell Technology saw a 17% plunge after a lackluster outlook. Beyond tariffs, broader concerns are at play. Hig
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    • MkohMkoh
      ·03-06
      Mixue appeals to budget constraint consumers. Thus I think it will be more popular in lower income countries such as Indonesia, Thailand. Chagee will continue to be popular with price insensitive consumers such as Singaporean and malaysian
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    • MkohMkoh
      ·03-05
      $Visa(V)$ Hitting All time highs
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