Reported over 1 year ago
According to Sun Binxun's report from Taipei on June 18, 2024, at 4:10 PM, the first-quarter financial reports of US REITs mostly meet or exceed expectations, with the overall US REITs market estimated to have revised profit growth to 3.2% in 2024. Despite uncertainty over the timing of the Fed rate cuts, the US economy is doing well, and various types of REITs are expected to benefit in the second half of the year. With a discount rate of about 7% and a P/E ratio of approximately 16.6 times, some analysts see great investment value in REITs. Investors are particularly optimistic about US residential, data centers, and Japanese hotels, as well as the increasing use of AI in data centers driving demand, record high leasing in the first quarter, and strong performance in the AI server market. European and Canadian rate cuts signal the beginning of a global easing cycle, but questions remain about the new normal for interest rates as the path to a post-pandemic recovery becomes clearer but still unpredictable. While global economic growth, inflation, and interest rates are gradually returning to normal, the extent of this recovery remains to be seen.
Source: YAHOO
Reported over 1 year ago
Jiannan University recently held the 2024 'Jiaren Summit‧Radiant Pharmaceutical Vision' graduation ceremony, where approximately 2,800 undergraduate and graduate students completed their studies and embarked on a new journey in life. In addition to the ceremony, the university also awarded the 112th Outstanding Alumni Award. Principal Qian Jiming urged all graduates to maintain a spirit of 'lifelong learning,' emphasizing that graduation is not the end of learning but the beginning of a lifelong learning journey. The ceremony featured a special graduation song created by students, reflecting their experiences and hopes for the future. This call for continuous learning was exemplified by the success of Daida CEO Huang Renxun, who emphasized the importance of continuous learning and technological innovation. Principal Qian encouraged graduates to embrace this spirit as they face future challenges and strive for success.
Source: YAHOO
Reported over 1 year ago
On June 18, 2024, Li Yunheng, Deputy Secretary-General of the Taiwan Virtual Asset Anti-Money Laundering Association, pointed out that while Hong Kong has been actively developing its virtual asset industry in recent years, with initiatives like becoming the first in Asia to allow the listing of Bitcoin and Ethereum spot ETFs, stringent application conditions and operational restrictions may have led to several entities, including OKX, withdrawing their license applications. The article emphasizes the need for regulatory frameworks to balance consumer protection, compliance, and industry growth to create a more sustainable market.
Source: YAHOO
Reported over 1 year ago
On June 18, 2024, U.S. Bank Securities raised the target price and profit forecast for two major airline giants, EVA Air (2618) and China Airlines (2610), attributing to their dual benefits. EVA Air received a buy rating with the target price raised from 30 yuan to 43 yuan, considered the most attractive stock. With strong foreign firepower, foreign investors net bought 77,900 shares of EVA Air and 36,200 shares of China Airlines on the 18th. This marks the first investment report on the airline giants by U.S. Bank Securities in two years. They believe the new cycle of air cargo transport and sustained high airfare prices for passenger transport will bring high profits to EVA Air. U.S. Bank Securities stated that the share price of EVA Air is less than 3 times the EV/EBITDAR, approximately at 2.2 times, making it one of the lowest-valued international airlines. Additionally, EVA Air announced an increase in flights on the Taoyuan-Seoul route to cater to the upcoming summer peak season, proving to be an attractive investment.
Source: YAHOO
Reported over 1 year ago
During the shareholders' meeting on June 18, 2024, Far Eastern Department Stores Chairman Hsu Hsu-tung expressed great confidence in the retail industry, mentioning the company's plans for expansion through opening new stores. Hsu emphasized the importance of physical retail experiences, stating that despite the growth of online shopping, the presence of physical stores is still crucial for fashion retail. Far Eastern Department Stores aims to continue expanding, enhancing customer experiences, digital transformation, innovation in management, developing online shopping, and sustainable operations to establish an international retail group. The company is also exploring the use of AI to address the challenges in the labor shortage within the industry.
Source: YAHOO
Reported over 1 year ago
On June 18, 2024, the Taiwan stock market hit a historic high with the Taiex futures rising 309 points to close at 22,786 points, and the futures-to-spot price difference at 28.57 points. Major tech company, TSMC (2330), led the surge with the weighted index closing at 22,757 points. Foreign short positions in Taiex futures decreased by 254 contracts to 12,938 contracts, contributing to a more neutral overall options market sentiment. The market continues to show a strong preference for risk as tech sector performs well.
Source: YAHOO
Reported over 1 year ago
The overall scale of Taiwan's ETF market has increased significantly by NT$821.6 billion to NT$2.22 trillion this year, with 41 Taiwan ETFs closing at new highs for the year on June 18. Among them, 15 original Taiwan ETFs, such as Cathay High Dividend 30, Nomura Taiwan New Technology 50, and Fubon Taiwan 50, not only saw an increase in size but also outperformed the market with a return on investment exceeding 26.9%. These triple crown ETFs, as reported by CMoney, also include Fubon Technology, Yuanta Electronics, and more, offering returns ranging from 45.7% to 29.1%. Investors are advised to consider investing in semiconductor industry ETFs or high dividend ETFs to capitalize on current market conditions. The future outlook for Taiwan's stock market appears positive, with the potential for increased valuation and price uptrends.
Source: YAHOO
Reported over 1 year ago
Tongtai (4526) is not only a manufacturer of machine tools but also engages in the processing industry of semiconductor equipment components and semiconductor process consumables through PCB drilling machines. It is estimated to make a significant contribution to revenue from the second half of this year to the first half of next year, attracting foreign investments for three consecutive days, with a net purchase of 566 shares on the 18th and a surge in trading volume. With the stock hitting the limit up just before the closing bell, closing at a new high of 25.9 yuan. With an order backlog of 3 billion yuan and visibility until the end of the third quarter, combined revenue for the first five months of the year was 2.287 billion yuan, down 22.15% year-on-year.
Source: YAHOO
Reported over 1 year ago
Hewlett Packard Enterprise (HPE) 和 Nvidia (NVDA) 正在合作推出一系列产品，整合它们的技术，帮助客户构建和扩展自己的 AI 产品。这一合作旨在为企业提供集成的 AI 硬件和软件工具，客户可以向 HPE 和 Nvidia 寻求软件、硬件、服务来创建公司内部私有的 AI 系统。专家讨论了此合作对 NVIDIA 存在积极意义，可能有助于更多进入企业领域。
Source: YAHOO
Reported over 1 year ago
The Owner-Operator Independent Drivers Association (OOIDA) has filed a lawsuit against the Biden administration's new zero-emissions heavy-duty vehicle standards, contending that the regulations are too costly for small-business truck owners and could lead to their businesses closing down. OOIDA, along with other organizations, has petitioned the U.S. Court of Appeals to challenge the Environmental Protection Agency's rule, which aims to enforce zero-emission requirements on a range of truck sizes by 2032. Critics argue that the rule is burdensome financially and operationally, potentially harming America's supply chain and increasing costs for consumers.
Source: YAHOO
Reported over 1 year ago
The US Federal Trade Commission has referred a complaint against ByteDance Inc.’s TikTok to the Justice Department, potentially leading to a government probe into the social media company’s handling of user data. The FTC found reason to believe that TikTok may be violating federal laws protecting children online and may be using unfair business practices. TikTok responded, stating they have been cooperating with the FTC for over a year and are committed to protecting children's privacy, while also facing scrutiny over its ties to the Chinese government and a past settlement with FTC over children's privacy violations.
Source: YAHOO
Reported over 1 year ago
Howie Mandel discovered his wife Terry in a pool of blood after she had a 'tipsy' fall in Vegas, where he could see her skull. The 'America’s Got Talent' judge expressed his shock at the sight of the alarming scene.
Source: YAHOO
Reported over 1 year ago
Ashanti shared details about how Nelly proposed to her in an intimate moment at their home, where they are now also expecting their first child together. The singer revealed her excitement and surprise at the proposal and hinted at a future wedding with a combination of fashion, glam, and Caribbean vibes, featuring a beach, ocean, sunshine, and palm trees, although the exact date remains a secret.
Source: YAHOO
Reported over 1 year ago
Source: INVESTORS
Reported over 1 year ago
Shares of Super Micro Computer (SMCI) are increasing as the company announces the addition of three new manufacturing facilities globally and in Silicon Valley to support the rising demand for artificial intelligence and enterprise rack scale Liquid Cool solutions, reflecting the growth of AI needs in Big Tech. Market analysts remain bullish on SMCI due to its competitive position in the expanding AI server market, which has led to a 225% stock increase this year.
Source: YAHOO
Reported over 1 year ago
Consumer Reports collected survey data on over 400,000 kitchen and laundry appliances purchased new between 2013 and 2023 to determine the least reliable appliance brands. Asko, Jenn-Air, Electrolux, Dacor, and Viking were identified as the least reliable based on the survey data, with various products from these brands receiving below-average reliability scores. These findings highlight the importance of avoiding unreliable appliance brands to make a worthwhile investment.
Source: YAHOO
Reported over 1 year ago
Former Medtronic CEO Bill George shared insights on Boeing's safety concerns, emphasizing the need for a CEO with an aeronautical background and the relocation of the company back to Seattle to revive its culture. He also highlighted the importance of revamping the quality and supply chain, reinstating a quality culture, and avoiding short-term fixes. George stressed that addressing these fundamental issues, rather than individual problems, is crucial for Boeing's long-term success.
Source: YAHOO
Reported over 1 year ago
Kevin Mayer, co-founder of Candle Media, discusses the declining linear TV landscape at the 2024 Cannes Lions International Festival of Creativity. He points out that linear TV is on a secular decline due to the high costs of sports rights, which led to many households paying for something they didn't necessarily watch. Mayer highlights the need for major streaming companies to enter sports partnerships to enhance their ecosystems. He also comments on TikTok's potential ban in the US and the troubled acquisition saga of Paramount Global, emphasizing the challenges faced by Paramount as a company.
Source: YAHOO
Reported over 1 year ago
The U.S. Federal Trade Commission has referred a complaint to the Justice Department against TikTok and ByteDance over possible Children's Online Privacy Act violations. The probe is separate from worries in Congress regarding the potential improper access of TikTok user data by the Chinese government, with TikTok denying the claims.
Source: YAHOO
Reported over 1 year ago
The impact of GLP-1 drugs like Novo Nordisk's Ozempic and Eli Lilly's Mounjaro on industries from food and beverage to health insurance is expected to take years to unfold. An analyst note from Bank of America set such expectations, causing stock drops in those sectors. Despite this, a Moody's Ratings report suggests a more optimistic outlook, stating that the impact will be gradual and result from decreased demand for products and services. Companies are already taking steps to mitigate the effects of these diabetes and weight loss drugs, with GLP-1s predicted to drive growth in the pharmaceutical sector while potentially negatively impacting other industries like medical devices, food and beverage, and health insurers in the long term.
Source: YAHOO
Reported over 1 year ago
Google宣布將額外投資23億美元，以支持俄亥俄中部的三個數據中心校園。這家科技巨頭在紐奧爾巴尼和蘭開斯特設立了中心，並正在哥倫布建造一個來為全球用戶提供搜索、Gmail、地圖、雲端和YouTube等服務。這是自2019年以來Google在中部俄亥俄州投入的44億美元之外的最新投資。公司尚未透露這些投資將如何進行或如何在數據中心運營中分配。數據中心在美國各地蓬勃發展，成為當地政府的一個受歡迎的收入來源。它們還需要大量的電力和高壓輸電線。
Source: YAHOO
Reported over 1 year ago
Nvidia has become the most valuable publicly traded company, surpassing Apple and Microsoft. The Futurum Group Chief Market Strategist Cory Johnson discusses the sustainability of Nvidia's growth, noting its unprecedented rise and the market's attention to the company's performance. Johnson highlights Nvidia's impressive financials, growth rate, and free cash flow generation, emphasizing the market's positive response to the semiconductor powerhouse. For more insights, watch the full episode of Market Domination.
Source: YAHOO
Reported over 1 year ago
紐約大學一名新生控告她的室友，指控對方偷竊約51,000美元價值的手袋和珠寶。室友被指控設計計劃竊取她的貴重物品並在線奢侈品轉售市場上販賣。被告18歲的Kaitlyn Fung及其母親被控。被告Fung因報警被捕，控以重大竊盜罪。
Source: YAHOO
Reported over 1 year ago
The mother of a transgender girl athlete in Florida spoke out against an investigation that led to her potential firing for allowing her daughter to join the girls' volleyball team, breaching the state's 2021 law. The girl, previously thriving in high school, faced repercussions after an anonymous tip exposed her transgender identity, causing her to leave the school. The mother's employment at the school is also at stake, with the superintendent delaying the decision on her termination. The incident reflects the controversial treatment of transgender individuals in Florida and highlights the impact of discriminatory laws on students' lives.
Source: YAHOO
Reported over 1 year ago
Harvard economist Kenneth Rogoff states that the oil and gas market is facing a prolonged recovery period due to the significant impact of the pandemic on energy prices. The market has experienced extreme fluctuations, with oil prices dropping to $14 a barrel in 2020 and then soaring to $133 a barrel in 2022, while US gas prices plummeted to $1.77 a gallon in 2020 before climbing to around $5 a gallon in 2022. Despite recent stabilization, energy prices are expected to rise in the long term due to ongoing supply-demand imbalances caused by the pandemic, with investments to address undersupply issues projected to take years. Rogoff emphasizes that the unprecedented shock is likely to continue influencing energy market volatility and global economic conditions.
Source: YAHOO