High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>While other market narratives are swirling including inflation trends, regional bank contagion risks, and Fed Chair Powell’s next move, not enough attention is getting paid to background maneuvering by China and Russia and other “BRIC” alliance members to attempt to slowly erode and undermine the role of the US dollar in the global financial system.</li><li>BRICS stands for the group of five nations: Brazil, Russia, India, China, and South Africa, with poised expansion via rumored applications from Saudi Arabia, Turkey, and Egypt.</li><li>President Nixon took the U.S. dollar off the gold standard in 1971 – the end of the era of commodity-based money and replaced it with “inside money” or Treasuries which removed the limit on the amount of currency that could be printed. </li></ul>

While other market narratives are swirling including inflation trends, regional bank contagion risks, and Fed Chair Powell’s next move, not enough attention is getting paid to background maneuvering by China and Russia and other “BRIC” alliance members to attempt to slowly erode and undermine the role of the US dollar in the global financial system.BRICS stands for the group of five nations: Brazil, Russia, India, China, and South Africa, with poised expansion via rumored applications from Saudi Arabia, Turkey, and Egypt.President Nixon took the U.S. dollar off the gold standard in 1971 – the end of the era of commodity-based money and replaced it with “inside money” or Treasuries which removed the limit on the amount of currency that could be printed. 

Equity Bottom-Up

Melco Resorts & Entertainment / Equity Bottom-Up

<ul><li>As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering their differing views on the economy and the path of rate hikes going in 2023. </li><li>This week was no different. Fed Chair Jay Powell was front and center suggesting that interest rate hikes will likely be stepped down to 50bps in the upcoming December Fed meeting in a few weeks. </li><li>This was already discounted and expected by the market and effectively didn’t offer much of anything Wall St. didn’t already know.</li></ul>

As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering their differing views on the economy and the path of rate hikes going in 2023. This week was no different. Fed Chair Jay Powell was front and center suggesting that interest rate hikes will likely be stepped down to 50bps in the upcoming December Fed meeting in a few weeks. This was already discounted and expected by the market and effectively didn’t offer much of anything Wall St. didn’t already know.

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Credit

<ul><li>Over the weekend, the Macau government announced that it had agreed with the Chinese government to resume package tours for mainland Chinese to visit Macau, and the electronic visa issuance.</li><li>We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.</li><li>As we repeatedly discussed, the key drivers for Macau gaming bonds are the visa policy of mainland China and Macau’s quarantine policy.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Over the weekend, the Macau government announced that it had agreed with the Chinese government to resume package tours for mainland Chinese to visit Macau, and the electronic visa issuance.We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.As we repeatedly discussed, the key drivers for Macau gaming bonds are the visa policy of mainland China and Macau’s quarantine policy.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Macau gaming: Meaningful policy relaxations to double visitation

Hong Kong

Melco Resorts & Entertainment Limited is a developer, owner, and operator of integrated resorts with entertainment and casino gaming facilities across Asia and Europe. The company's portfolio includes properties such as City of Dreams Macau, Altira Macau, Studio City Macau, City of Dreams Manila, and City of Dreams Mediterranean, as well as the Mocha Clubs slot machine brand. Incorporated in 2004, the company is headquartered in Hong Kong.

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Melco Resorts & Entertainment (MLCO US)

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Weekly Stock Bullfinder - Week of 12/5

As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering...

Weekly Stock Bull Finder

Macau gaming: Meaningful policy relaxations to double visitation

We expect these changes to help turning most of the gaming operators into positive EBITDA by 1H23 and reverse the trend of cash burnt.

CMB International

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