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Nikki

@FacelessTrader

Followers
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Following
17K
Statuses
25K

Disclaimers : All opinions are just my own.

National Capital Region
Joined July 2011
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@FacelessTrader
Nikki
6 months
RT @charliebilello: Global Central Bank Update: -Sweden cut rates for the 2nd time this year, 25 bps move to 3.50%.
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@FacelessTrader
Nikki
9 months
will $SHLPH finally turn around? With Php1.4Bil net income reported for the quarter, and a reversal of its losses - volume and price suggests this is a bottoming out reversal pattern. we shall see :)
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@FacelessTrader
Nikki
9 months
just a glaring undervaluation that deserves mentioning, at least in my view. I could be wrong.
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@FacelessTrader
Nikki
9 months
And after one year where Double dragon kept talking about their Nasdaq listing of Hotel 101s and their better sales - the market listened (or rather perhaps it acknowledged the values.) $DD hits 11 bucks
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@FacelessTrader
Nikki
2 years
Good moves $DD :)
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@FacelessTrader
Nikki
9 months
And after roughly a year, all the people who bought $Monde after PSEI rebalancing deletes (8 below) have seen the mean reversion towards 11.50, we'll see if it reaches 13 but the mean reversion happened 1 year later.
@FacelessTrader
Nikki
2 years
Thinking ahead, all it takes for $MONDE to make a U shape or V shape reversal towards 13-15 is the following 1.) Higher than 20% sales growth mainly due to high volume sales coupled with stable prices (increases were reflected last year)exceeding consensus
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@FacelessTrader
Nikki
9 months
and after 5 quarters, $GLO reached 2,000 pesos today. Those who bought at 1750 or less got their 125 peso cash dividend + the recent upside moves, if this continues then that's good for all the ones who actively bought this high yield play. :)
@FacelessTrader
Nikki
2 years
Although it is very hard to point the exact bottom of companies like $GLO 1700 or 1600 buyers are primarily dividend yield purchasers with the same mentality of HTM corp/gov bond owners. For people with at least 1 year to 3 year horizons, 5% div paying companies are attractive
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@FacelessTrader
Nikki
10 months
Heat index in Manila
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@FacelessTrader
Nikki
10 months
Meanwhile Philippine peso is devaluing by 5% in the first 4 months of the year. (57.85/55) Ouch na naman for inflation.
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@FacelessTrader
Nikki
10 months
Anything positive from foreign publications’ perspective about Ph is a bit shocking but happy to see it nonetheless.
@daxlucas
Dax
10 months
What a refreshing take from The Economist 😎👍🏽 It’s the kind of progress that ideologues from all sides secretly hate: the kind that isn’t attributable to their side exclusively. Progress that’s attributable to everyone in general, and no one in particular.
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@FacelessTrader
Nikki
10 months
RT @apurv_anand: @historyinmemes The official teaser trailer for ‘JOKER: FOLIE À DEUX’ -- in theaters October 4. With Joaquin Phoenix, Lad…
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@FacelessTrader
Nikki
10 months
also long $GOOG $DIS $SE $PLTR $SQ , going forward the market basically positioning adding longs on precious metals and mining sector substantially
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@FacelessTrader
Nikki
10 months
For 3 months of 2024 ; some of our ideas that did really well are Long $DELL Long Silver thru $HL $SLV $AG Long gold thru $GDX $GOLD $NEM shares, calls and bullish spreads Long China via selling $YINN puts Sell $FSLY and $RIVN out of money calls
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@FacelessTrader
Nikki
11 months
RT @chiefaioffice: VC-backed AI employee startups are a trend. Here are some that raised in 2024 + total funding: Software Engineer - Co…
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@FacelessTrader
Nikki
11 months
RT @ScottWu46: I first learned to program when I was 9 years old and fell in love with the ability to turn my ideas into reality. Now, teac…
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@FacelessTrader
Nikki
11 months
@targetmorph my preferred franchising consumer plays - $6862 and $2150 for chinese expansion to boost earnings.
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@FacelessTrader
Nikki
11 months
@targetmorph $1997 Wharf Reits - Better tourism data in Hongkong and retail focused reit with a 5% div yield, prime assets in HK (times square, wheelock, harbour city, crawford , the murray et al) think a lot of people picking up values in HK/China.
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@FacelessTrader
Nikki
11 months
@targetmorph $9987 outlier strong earnings for Yumchina with dividend increases - pointing out a well known global brand and anybody can understand china chicken eating country.
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