Weekly Market Rollup Sept Week #1 2021
Australia Solar going big! China New Slogan of equality, iPhone with Satellite, Tech stock on the ↗️. $ETH beats other 🧹. $Nio supply chain issue, Axies 🎮game for jobless. $ASAN stock to the moon🌛.
Dear Investors,
Let’s welcome the month of September. For this week's issue, we have several topics to cover, ranging from Solar Energy all the way to play to earn blockchain gaming.
Green Energy
Households Could Soon Become Australia’s Biggest Power Source.
Rooftop solar may meet as much as 77% of underlying demand in the Australian mainland by 2026. They are set to install an additional 8.9 gigawatts of solar panels by 2025, on top of the current 14 gigawatts.
Australia has solar power installed on 30% of homes and is the world’s most decentralized energy market
China The Asia Dragon:
“Common Prosperity” is the slogan preached in major corporations in China.
At least 73 major corporations such as Ping An Insurance, Meituan, and the Bank of China mentioned the phrase in statements to shareholders.
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More scrutiny for Didi. Beijing's city government proposed an investment in Didi Global that would give state-run firms control. Under the proposal, Shouqi Group and other firms would acquire a stake. Scenarios under consideration include the consortium taking a golden share with veto power and a board seat.
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Idol crackdown: President Xi Jinping ordered sweeping action to clean up the entertainment industry, moving to ban film stars with "incorrect" politics, cap salaries, and rein in celebrity fan culture.
Other key points in the broadcast regulator’s statement included:
Enacting tighter controls on reality shows
Promoting and strengthening Chinese culture
Avoiding showing off wealth
Regulating the pay of actors and cracking down on tax evasion
‘Consciously resist the temptation of fame and wealth.’
Asia, truly Asian
Japan's PM will step down after failing to control the country's coronavirus surge.
Market @ A Glance:
Technology Stock Going Strong:
Nasdaq was up 8.43% since its last breakout from the CUP around 14200 10 days ago.
Malaysia Small -Cap follow Through.
I have again told my investors to get into the small-cap space the past 2 weeks. If you missed it, please tag along.
We see the Malaysia Blue Chip index is losing some steams this week. (Chart not attached)
Shanghai Composite Index
A good pattern for those invest in China A-share. The market reversed at H2 after holding the support at the 3330 levels. So looking forward, it’s wise to slowly add China A-share into your portfolio, although many have been said that China will stir some worries among short-term investors. But we are here for the long term, so who cares. - the chart paints an accurate story.
* Just on the side notes: Eastspirng will be launching their first China A-share fund details here
Commodity
Crude Oil: OPEC and its allies are expected to agree to increase production by 400,000 barrels per day
Supply Chain:
Nio $NIO, the Chinese EV (Electric Vehicle) maker, said it'd trim its third-quarter delivery outlook due to "continued uncertainty and volatility of semiconductor supply."
However, the chart tells a different story, momentum picking up this week starting at $38 and closing at $40.30
Tech Crunch:
The next iPhone will have satellite capabilities.
This will free users from relying on cell networks. Still, it will be focused on emergencies, allowing users to send texts to first responders and report crashes in areas without cellular coverage. This sent $APPL stock up.
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Millennials and Gen Z Hooked On This Shopping Apps
Millennials & Gen Z are more likely to be pile up by massive debtHence, the latest Craze “Buy Now & Pay Later” shopping apps that allow shoppers to pay for their purchase up to 30 days later or spread the cost into three or four installments over a longer time frame.
The business model:
instead of charging interest on the consumer like a credit card, this fintech makes its money by charging the retailer instead, with companies paying up to 3.4% of each transaction plus 20 pence (28 cents) for the “pay in 30 days” product
The New World: Crypto, Defi, Metaverse & Beyond
Etherium Leads all other Cryptos this week.
I’m a strong believer in Ethereum; even at the current price of $3900+, it’s still massively undervalued. One needs to dig into the fundamental of this technology in our civilization in the future.
What makes Etherium valuable is the deflationary ecosystem within the blockchain. Bitcoin is very valuable because there are only 21 million bitcoins to be mint. When it comes to Etherium 2.0, for every transaction inside the blockchain, some $eth will be destroyed (Burn), resulting in a lesser amount of $eth in circulation, thus creating a scarcity.
This was my prediction on Etherium $ETH on the 29 of August 2021.


After
side notes:
Bitcoin Year to date return: 51.69% ++
Etherium Year to date return: 295% ++
While I’m only talking about these two crypto asset classes because, in my opinion, I value them as “commodities” inside the blockchain, there are many other cryptos out there; however, their “money” value currently is un-definable.
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Axies Infinity Play to earn:
The pokemon crypto online Video Game helps the jobless in the Philippines to make money and pay for the house.
Axis infinity is a play-to-earn game that rewards players in cryptocurrency. The player earned more than 37,000 pesos ($732), three times 3 times their minimum wages. Players need three Axies to get started, at a minimum of around $200 apiece.
As the game gain traction, the Philippines’ Department of Finance and the Bureau of Internal Revenue reminded players that their Axie Infinity profits are subject to income tax.
There is two Crypto token in Axie Infinity game.
Smooth Love Potions (SLP) are awarded for successful battles and can be cashed out or used in the game to breed new Axies
Axie Infinity Shards (AXS) can be earned in seasonal tournaments or for selling Axies in the game’s marketplace.
Axie players can take their SLP and AXS directly to major crypto exchanges and sell for whatever’s on offer.
Stock On the move:
$ASAN 39.38% in 46 days since my entry.
Notes:
Green Box = Possible Entry
Blue Box = Stop Loss