APAC

NeverDeltaNeutral

Every night like clockwork bonds sell off in APAC and yields spike. Us market opens and yields typically recover or at the very least stay flat

ct4k

They don’t run these in Asia. They have localized ads for APAC and greater China, and they’re burning through an absurd amount of money to make it. Despite this, they’re still not hitting the right notes.

bootycheeks-lover

You all realize that they haven’t expanded to APAC yet, right?

LocusHammer

I think you saying terminal management is a non-issue is clear evidence that you arent grasping the full impact. But hey, if you agree with the thesis, buy shorts on the networks. Go make some money. If my pov is laughably offbase, it should be easy return for you. I am a payments consultant and have managed payment contracts globally, and implementation, for over 10 years at both Uber and NCLH. I oversaw North America, EU, and APAC market expansions. So if my perspective is laughable, and you know better, go get your money and apply for a SVP level role in payments. Make 300k+ base. Uplift your family. Two of our clients race track and bucees had over 10,000 merchant accounts alone. 10-15 terminals per location + fuel terminals. Imagine telling a merchant like that this is a non issue. Especially since those are the ones with firepower to lobby.

RuleSafe6767

"IAEA sees evidence of activity by Iran's Pickaxe Mountain." and "UN Atomic Watchdog: Losing continuity of knowledge in Iran.04:38 Sep 10", jesus it looks like the US and APAC are manufacturing consent, and youve got talking heads discussing tactical n@kes

Jimbo415650

Consolidated Medical Industries, also known as Conmed, is a publicly traded company that specializes in medical equipment, particularly focusing on sports medicine procedures and general surgeries1. The company was founded in 1970 and is based in Utica, New York. It operates globally, with a significant portion of its sales coming from the United States, followed by the EMEA (Europe, Middle East, and Africa), APAC (Asia Pacific), and non-U.S. Americas regions. As of April 8, 2024, Conmed’s stock price was reported to be $78.451. The company’s financial performance includes a total revenue of $1,244,744,000 for the trailing twelve months as of December 31, 2023, and a net income of $64,459,000 for the same period

ShainDE

"As the Statista chart [based on company data](https://ir.netflix.net/financials/quarterly-earnings/default.aspx) shows, revenue per subscription in Europe, Asia and Latin America is significantly lower than in North America and, in contrast to rising revenue in the USA and Canada, has remained stable over the past two years. In Netflix's main market of North America, revenue per subscription recently increased to around USD 17.30. The EMEA region (Europe-Arabia-Africa) is the second most profitable with just under eleven dollars per subscriber, followed by LATAM (8.29 US dollars) and APAC (7.35 US dollars)." [Source](https://de.statista.com/infografik/32167/durchschnittlicher-umsatz-pro-netflix-abonnement/)

Last-Product6425

What're you talking about? APAC opens at 8PM EST LON opens at 4AM EST US opens at 9:30 AM EST Plenty of markets are running outside of 9:30-4. It's just the NYSE runs at those hours for major trading.

RampantPrototyping

I think its a long term win because they are heavily heavily integrated into developing nations via their core family of apps (India, LATAM, APAC) which are predicted by the UN to be the fastest growing economies in the next 10-15 years, which means Meta is along for the ride. If the VR stuff takes off, even better. Itll be a long term hold though.

ImNotHere2023

Banking technology would be in for an absolute rollercoaster ride - because change control is a significant focus for regulators, for many systems, the only time deployments get done is after hours. If banks suddenly had to pay for true round-the-clock support of trading systems, it would be a huge cost (right now they sorta do, but it's regionalized, so e.g. the APAC devs may not be familiar with changes that only impact NYSE). I'm sure they'll try to simply force people to be on call around-the-clock but will probably burn enough people out they'll have to staff up.

irockisos

How come we have to send our hard earned tax dollars to support a war monger regime? The Israel people get universal healthcare while I have to pay 800+ a month for sub par coverage. Why is it that we pay for all this? Because APAC has our politicians in their pockets. Time to get money out of politics. I have a great idea. Why not let Israel take care of themselves since they are escalating things over there?

Quixotus

APAC/FAAS another early morning ticker change pop, with a +250% high

Strong_Ad_4501

LGVC up to $24 PM APAC-> FAAS down from AH yesterday, wide spread but ~$10

SPAC_Time

[StoneBridge Acquisition Corporation Completes Business Combination with DigiAsia Bios Pte. Ltd](https://www.einpresswire.com/article/700560145/stonebridge-acquisition-corporation-completes-business-combination-with-digiasia-bios-pte-ltd) \- APAC -> FAAS APACW -> FAASW on April 3, 2024 "As of December 22, 2023, [after receiving and granting certain redemption reversals](https://www.sec.gov/Archives/edgar/data/1844981/000121390024028935/ea0202863-01.htm#:~:text=after%20receiving%20and%20granting%20certain%20redemption%20reversals), the Company has 37,429 StoneBridge Class A Ordinary Shares outstanding after redemptions. Prior to the closing of the Business Combination, the Company may consider additional requests from shareholders to grant further requests for redemption reversals."

eldamien

Xiaomi isn’t just a smartphone company here in APAC area - they’re kind of an “everything company”. It’s unsurprising they would go into the EV market - they already dabbled in electric bikes and motorcycles.

reginaldregal

Buy APAC shares

GreenmushroomGameDev

This is very true. Everywhere you'll see BYDs in Asia, Tesla take-up rate is low. Price wise Tesla cannot compete with byd especially when the earning power and currency is APAC is lower, hence byd is more affordable.

_toodamnparanoid_

You literally don't have to exercise. That's the entire point of an option. I was an options DMM for various exchanges in APAC and now work futures AMERs/EMEA. You can literally buy an option at 100 delta and let it expire worthless if you are DMA instead of through a broker. Stop your bullshit.

Unlucky-Prize

Anyone got a guest code for the Sugondese APAC economic forum?

RampantPrototyping

META. VR stuff aside they are heavily integrated into LATAM, Indian, APAC, which are predicted to be the fastest growing economies in the next 10 years by the UN

zeratul-on-crack

not really, check their debt to GDP. Fucking Peru even has in its constitution that they can't have over X amount of debt to gdp haha. APAC + Latin America without Argentina and Venezuela sounds as a decent chunk of economic growth without that much of debt

No-Trust7677

Basically I wrote that it is now a lottery, with all range of options from even bigger problems to full recovery after trading update is published, providing some publicity available facts to support it, like recent layoffs, selling of deliveroo shares and continued, but seemingly not so successful attempts to sell part of APAC business (for me a clear sign that company desperately needs money), but then decided to “unpost” because I’m also a DH employee, and even though I did not give out anything “inside” (I’m not even on that level to know anything serious) I don’t really want to have the slightest chance of getting in trouble with our lawyers. But in the end - fck it 😅 for me current events are clear “start looking for a new job” signal anyways.

vanomart

I see that you wrote >Given events during recent decline and finally yesterday’s crash - massive layoff just before Christmas, selling Deliveroo stocks at loss and jeopardised sale negotiations of part of Foodpanda APAC bu... but the rest of your comment is missing

No-Trust7677

Given events during recent decline and finally yesterday’s crash - massive layoff just before Christmas, selling Deliveroo stocks at loss and jeopardised sale negotiations of part of Foodpanda APAC business, and suspecting that those moves are done because company desperately needs money, and knowing that trade report is coming in mid February… This is a “lottery” signal - stocks might either grow back if trading report is good enough for investors, or the company might actually end up insolvent, or anything in between. But for me personally as an DH employer this is a clear “this is your last warning, start looking for a new job now” signal. Disclaimer: none of information I provided here is “insider” - everything is publicly available and easily findable on internet.

Lazy-Wishbone9279

Prior to a public layoff in Brazil, FMC was already concealing layoffs in its North America and APAC regions. The patents for the actives that comprise 40% of FMC’s revenue are set to expire in the next 2-3 years, with IP courts in Latin America, Europe, and Asia having ruled against FMC’s requests for patent extension. I have a few colleagues that came to my company from FMC. The consensus is that the company is painfully “behind on the times” and deeply in need of a shakeup in the c-suite.

Odd_Barnacle_3908

PayPal is not dominant in EU - US turnover dwarfs there EMEA and APAC business put together. They have a reasonable presence in UK and Germany but the rest of Europe is very small Apple Pay is also huge in UK and Amazon pay is big in Germany

OcelotDense7287

How do you guys feel about TSLA. I actually think they are in a really dark place: 1) supply chains and labour leading to factory shut downs 2) BYD and Hyundai undercutting them in pricing on Europe and APAC 3) Elon being Elon My question is - is TSLA more than a car company ?

OcelotDense7287

They seem to be in a pretty bad spot. Supply chain is busted, BYD and HYD undercutting them in Europe/APAC

TomatoSpecialist6879

From being there and knowing colleagues who live there for 10+ years and still have no citizenship. My work requires me to travel between APAC countries such as Taiwan, Japan, Hong Kong, Korea and Singapore regularly, we have local branches and there are several people in both mid and high level positions who have live there for over a decade, some even decades. They have married or are married to a local Japanese, yet they weren't accorded citizenship despite "path to citizenship is pretty clear" and they fulfilled every requirement. There's a reason Japanese is still 97.6% of the citizenship ethnicity despite many foreigners having the right visas, especially when naturalization exist which only requires 5 years+proof of job that can sustain them. That's why I said "illusion of attaining citizenship". You sound like naive regard who haven't live there long enough to even attain permanent residency, keep up the optimism though, you'll need it when they reject you and refuse to give any reason due to "their policy"(Quota for the year reached).

mo2cii

We are not all in the US. It’s morning some parts of Europe and Africa and day time Middle East and APAC

SPAC_Time

[Stonebridge Acquisition Corporation Shareholders Approve Business Combination With Digiasia](https://menafn.com/1107645852/Stonebridge-Acquisition-Corporation-Shareholders-Approve-Business-Combination-With-Digiasia) \- APAC APACW "[On December 15, 2023](https://www.sec.gov/Archives/edgar/data/1844981/000110465923128841/tm2333623d1_8k.htm#:~:text=On%20December%C2%A015%2C%202023), the deadline to elect to redeem shares of the Company’s Class A ordinary shares in connection with the Extraordinary General Meeting, shareholders holding 2,393,307 shares of the Company’s Class A ordinary shares (or approximately 98.5% of the Company’s outstanding Class A ordinary shares) exercised their right to redeem such shares for a pro rata portion of the funds in the Company’s trust account, which left the Company with 32,662 shares of Class A ordinary shares outstanding after redemptions. **As of December 22, 2023, after receiving and granting certain redemption reversals, the Company has 37,429 shares of Class A ordinary shares outstanding after redemptions**. Prior to the closing of the Business Combination (the “Closing”), the Company may consider additional requests from shareholders to grant further requests for redemption reversals."

SuitableStill368

Right, I have. Though, my focus has been on APAC annual report or 10K. You are correct, they are good places to dig.

hedgie1

There are SO many functions on my terminal that I usually only scratch the surface, and I consider myself a pretty heavy user. Equity screens, risk models, extensive charting functions, APIs for outside analytics, news, analyst coverage, fundamentals, filings, etc. It can be like getting a drink from a firehose. For example, I was playing around with their supply chain functions this morning: choose a company and see what proportion of revenue is generated by various vendors, find out which companies depend on that company, etc, all shown in a graphical format. Pretty nifty. Then there's the tie in on the execution side with their AIM and EMSX products. I also have a Factset license, which I'll use as well, but Bloomberg is almost always my platform of choice. Also, I've found their customer service is first rate: open up a chat and you'll be instantly connected with a live individual who can direct you to the appropriate team. Trading APAC and want local help on something? They'll direct you to the HK/Tokyo/Singapore/whatever team and answer your question. Want to schedule a live one-on-one to learn about a specific function? Ping your rep on the internal chat function and they'll set it up for you, and they'll often come out to the office to teach you. It's overkill for the average retail investor for sure, but it's an incredibly valuable resource.

theduderino38

I wouldn’t count out the potential for sustained rally after reschedule, a federal shift in US will be huge. But I think that globally others will follow faster in EU, APAC, etc after US sets a new position. Reform on Canadian excise tax, more countries decriminalize and increased exports to AU and EU could follow.

Misaiato

You're 19, and you think of Apple as an iPhone company. Maybe you think of it as a computer company. Apple is already a conglomerate. As of latest earnings, Apple has $126B in _cash_ sitting in bank account(s). Do you know the _total market capitalization of Disney? Which owns nearly 100 companies by itself? As of right now, it's $154B. So Apple, _with less than half it's cash on hand_ can go into the stock market and buy controlling interest in Disney _right now_ and suddenly control so much of media and Entertainment, that it would be impossible to compete. Hell Comcast, which owns NBC and Universal, has a market cap of $165B. Buying 50% of both Disney and Comcast would cost $159.5B - a bit more than Apple has _in cash_ but an _easy_ number for them to come up with with a bit of their own stock in the deal. They could come out swinging and own 50.1% of both Disney and Comcast within a day. Anti-trust and monopoly cases would fly, to be sure, but it's a couple clicks of a mouse away from actually setting off the most incredible domino effect you could ever conceive of. Apple would own _media_ essentially. They would own the news, they would own entertainment. For all practical purposes, they would suddenly be a kingdom the likes of which has never existed - it would span global markets. Comcast owns broadcast networks that span all of Europe, South America, and much of APAC (heard of Sky? Telemundo?). You think of Disney as Mickey Mouse? That's just the sticker on the wrapper of everything that Disney owns _today_. The only super power countries that would resist would be China and Russia. Maybe India. If they were to centralize that much power, it's goddamn near mind-control in terms of the power to influence the public. Apple is beyond too big to fail. Apple is the first of the technocracies that are likely to dominate societies in the future. It's way, way bigger than iPhones. They don't have to innovate (but I'm sure they will continue to do so) in the same way that Berkshire Hathaway doesn't have to innovate. You can literally _buy_ revenue. The snowball is too big and too energetic, and there's no end to the runway. It's like the Nothing consuming everything in the Never Ending Story. Thank fucking fuck Tim Cook is in charge, and not a fuck-wit like Zuckerberg.

rubens33

Canadian excise tax reform would be a huge help for LPs exporting to EU and APAC. Also- Pennsylvania and New York State progress will be major with large populations and MSO exposure to billion dollar state markets Netherlands - legalization pilot in 2024

theduderino38

Low confidence in this but Canadian excise tax reform would be a huge help for LPs exporting to EU and APAC.

EtherealNote_4580

It’s because of the last earnings report and how poor mobile is doing. NA just has the highest salaries so they get biggest bang for buck by cutting there. But there was also cuts in APAC and to a lesser extent in EMEA.

FunkU247365

Or even better you can jam with the clam: **StoneBridge Acquisition Corporation (APAC)**

ChillerID

Gogoro's target market is in India, Philippines and other APAC countries. People there are using two wheelers and can't afford to buy Tesla.

AdministrativeCup279

The same 2022 report by Sandvine broke this global web downstream traffic into regions, with Netflix accounting for 19.2 % in the Americas, 26.09 % in EMEA countries, and 16.65 % in APAC countries. ​ 20% of all downstream bandwidth in the USA.

NotTheOnlyOutcome

I wouldn't pay too much attention to sales or production figures for an early doors company. Registration figures and revenue is a better guide. Getting cars to market is an expensive job - the system fill alone could cost $1bn and take weeks, if not months, to get the revenue back in. There's not much you can do about it. You have to buy the parts, pay everyone, build the cars, ship them, then get them into the hands of customers before you get the money. The float is beyond ridiculous. I can't see how it won't have to increase, and i can't see how the market cap is justified, either. $0.54 a share might be a bit low, but if they can hit their home APAC markets hard then they could still hold a $5bn+ valuation without making headway in the US.

ipVolatile

Drilling harder than Saudi Prince Oil Mining Co. After Biden lifts the ban on APAC+ (idk wtf im saying)

InternationalTop2405

Resignations Past 3 Months: 🅱️inance: • Chief Strategy Officer Resigns • VP of Compliance Resigns • Head of Product Resigns • General Counsel Resigns • Head of APAC Resigns 🅱️inance US: • CEO Resigns • Head of Legal Resigns • Chief Risk Officer Resigns 🅱️inance days are numbered

sonofalando

Employee in APAC messaging me in the middle of the night about some stupid issue that’s not critical  Me going to “offline” in slack immediately 

mark2talyho

Yes, however that’s not set in stone. It’s one of many possible red lines. Trust me I read all 5 guidance PDFs released that night. Up to 1% however they still will intervene above 50bps but below 1% if the speed in which yields rise is considered to be too fast. All the red lines, 1% bands on the JGB, 150 on dollar-yen, are all speculative, Ueda was extreme nebulous in his guidance which is why the APAC desks are on intervention watch right now. BOJ is notorious for causing confusion and surprises.

djk29a_

That’s what happened in APAC with the IMF crisis across multiple countries. China managed to get by that fairly unscathed but didn’t really understand the warning and will need to deal with the consequences of its unsustainable policies

Jerome_BRRR_Powell

ass why didn't you include NZ in APAC

AllFactualStatements

My T2 Conference Call Mini-Breakdown, 08/16/23, for dummies(Not, you ofc 🫵): [Note] The conference call more or less just reiterated the information in my previous DD’s but simplified. Regarding their financials, and product testing. But they explained the products with more depth. I found the slides well organized, and I was impressed with the effort. But to be entirely honest, I was a little disappointed with the lack of new information. The information they did provide was relativity positive, but again nothing too surprising. *That being said:* - Clinical Validation of T2 Magnetic Resonance (T2MR) for Rapid Diagnosis of Bloodstream Infections: Pros: ● Faster Detection and Identification: T2MR technology significantly reduced detection time by 81 hours and species identification time by 77 hours compared to traditional methods. This can lead to quicker patient treatment decisions. ● Efficient Antimicrobial Therapy: Patients tested positive through T2MR received targeted antimicrobial therapy 42 hours faster, potentially enhancing treatment effectiveness. ● Reduced Empirical Therapy: Negative T2MR results enabled de-escalation from empirical therapy 7 hours faster, preventing unnecessary treatments. ● Shorter ICU and Hospital Stays: T2MR usage correlated with 5-day shorter ICU stays and 4.8-day shorter hospital stays, possibly improving patient outcomes and reducing costs. ● Comparable Mortality Rates: T2MR's impact on patient mortality rates was similar to traditional methods, indicating it doesn't compromise patient outcomes. Great news so far… Cons: ● Their analysis is based on controlled studies and potentially might not cover all scenarios in the real world. Further testing would be necessary IMO. Not exactly a con, but something to take note of! My Overall Assessment: The meta-analysis highlights T2MR's effectiveness in rapid diagnosis of bloodstream infections. It highlights significant time savings, targeted treatment, and potential cost reductions, with no negative impact on patient outcomes. Great news, but is as expected. -Commercial Go-To-Market Strategy: Pros (Positive Aspects): ● Clear Strategy: The outlined strategy focuses on accelerating sales, utilizing existing customer bases, and expanding into international markets. ● Solid Foundation: An established base of 100 T2Dx Instruments in the United States provides a strong starting point for expansion. ● Enhanced Training: Enhanced customer training programs indicate commitment to customer support and understanding. ● Expansion Plans: Pursuing international expansion across EU/ME, APAC, and LATAM regions shows their growth ambitions. ● Conversion Opportunity: Converting COVID-driven T2Dx usage to sepsis testing demonstrates an adaptability to market shifts. Cons (Challenges): ● Global Expansion Complexity: Expanding into new markets requires addressing regulatory, cultural, and competitive challenges. However in their defense, they previously mentioned they will remain hands off. They will let bigger and already established companies handle the distribution. ● Distributor Dependency: But relying on distributors for training and support might affect consistent quality across regions. This could also be beneficial if a certain region is over performing using a different technique, they could adapt that to their other regions. My Overall Assessment: The strategy has positive aspects such as focused growth plans, existing customer leverage, and customer-centric initiatives. However, international expansion and distributor reliance can pose future challenges for T2. -Operational Objectives: Pros: ● Customer Satisfaction: Achieving on-time delivery targets can enhance customer satisfaction and loyalty. ● Profitability Boost: Improving product gross margins directly contributes to the company's financial health. ● Quality Assurance: ISO recertification showcases the commitment to high-quality standards. ● Efficiency Gains: Reducing operating costs leads to improved efficiency and financial performance. ● Innovation Transition: Successfully transferring products from R&D can accelerate innovation and market introduction. ● Manufacturing Scalability: Scaling manufacturing processes aligns with growth goals. ● Streamlined Processes: Implementing the Oracle ERP system enhances internal processes and decision-making. Cons: ● Complex ERP Implementation: Implementing the Oracle ERP system can be complex and disruptive to their already stable applications. My Overall Assessment: The operational objectives align with growth and efficiency goals. However, the complex ERP implementation should monitored closely. - Financial Summary (as of June 30, 2023): Pros: ● Strong Quarterly Revenue: Record sepsis test panel revenue of $2.0 million signifies growing demand. ● Diverse Revenue Streams: Breakdown into product and R&D revenue shows multi-faceted income generation. ● Healthy Cash Balance: $16.1 million cash balance provides financial stability. ● Consistent Growth Trend: 7% Y-o-Y increase indicates market share expansion. Cons: ● Limited R&D Revenue: Absence of instruments, and R&D revenue suggests potential areas where growth is needed. My Overall Assessment: The financial summary highlights revenue strengths and steady growth. Addressing the limited R&D revenue could be a focus for further growth and innovation for T2. In summary: Overall great news; despite the dip today in the market. It is an opportunity to buy more and get in while you can. IMO. Don’t be afraid of the paper hands, do your own research, and take all information including my DD with a grain of salt! [Again, sorry about the delay. If you’re upset, then donate me some cash and I will make sure to release on time 😝]

SevereSignificance81

And the total number of digital households that pay for streaming is increasing. Particularly in APAC which is a subscriber growth market.

mark2talyho

Because what every APAC analyst at the big investment houses are saying is suddenly conspiracy because it doesn’t give you a hopium injection. Gtfo of here. You bulls are really nervous that you may be fucked and it shows.

FlatAd768

Everyone has a phone, if people in APAC make more money now would they spend it on an apple phone?

ChillerID

The news just came out. Gogoro will build 12,000 swapping stations to India in the next few years. Currently their Taiwan’s network is about 12,300 stations so they are doubling down. India’s potential is so much more + other APAC countries. Looking good for now.

indianadave

Short answer - no. Don't invest in anything for 30 years unchecked. There's no index or ETF or company that will prove to be a solid return. Long answer - not unless you plan on being a sector expert on it and developing ties to the country. Do you have inroads to the way business is actually done there? Then start developing. Start watching their market daily. Use chart trading to understand trends. Read their news, and understand their booming sectors. You want to be a millionaire? Go to college, get an econ degree with a second major in Indian markets/studies, learn the language(s) then go to a Wall St. firm and be a trader on their APAC/India desk. Maybe there is an Indian equivalent of Berkshire Hathaway... but I doubt you'll find it without paying someone handsomely to be your trader/broker.

chiguy

But still impacted a lot by US policies, regardless of a company's international revenue. You could also say owning foreign companies gives US exposure, too, so VXUS isn't so bad (I don't own any, to be fair). But definitely not the same as holding a group of equities and companies based in South America, EU, APAC, or similar.

8v2HokiePokie8v2

How about 10pm meetings with APAC 

hikibi_hunter

​ |Stock|Country|Market Cap|% of Portfolio|Unrlzd Return| |:-|:-|:-|:-|:-| |ESGV|US||49.43%|\+2.77%| |Jerónimo Martins|Portugal|$17.44B|5.56%|\+28.24%| |Ahold Delhaize|Netherlands|$30.86B|5.28%|\+13.04%| |ASMPT|Singapore|$4.28B|5.07%|\+29.59%| |cotta Co ltd|Japan|$44.23M|5.04%|\+82.63%| |Van de Velde|Belgium|$485.67M|4.54%|\+2.27%| |Mytilineos|Greece|$4.80B|4.31%|\+18.41%| |Eiffage|France|$10.58B|4.12%|\+4.15%| |MTN Group|South Africa|$17.47B|4.05%|\+0.37%| |Jardine Matheson|Hong Kong|$15.09B|3.72%|\-3.32%| |Clínica Baviera|Spain|$315.75M|3.57%|\-7.41%| |GrønlandsBANKEN|Greenland|$166.52M|3.41%|\-0.76%| |The Hour Glass|Singapore|$1.02B|1.90%|\-0.29%| ​ ​ Reason for investing: * Ahold: I wanted a stable and strong cons. staples company. They’re the 2nd largest supermarket chain in the world, behind Kroger's. * ASMPT: They are the former sister company of ASML and BESI, and are the market leader in manufacturing semiconductor assembling and packaging equipment (30% market share). I like them because they are a non-hyped semiconductor company that is dominant at what it does. * Clínica Baviera: They are the largest eye care clinic company in Europe. I like them because they have great fundamentals and good future growth; given the likely increase in demand for eye health procedures due to aging populations and increases in myopia. * Cotta Co: Cotta is a materials company that makes and distributes confectionery materials. They operate Japan’s largest e-commerce site for confectionery materials. I like them because they have good fundamentals, good growth (past and future prospects), good management, & are dominant in a niche industry. * Eiffage: I wanted a company that builds and operates infrastructure concessions. * GrønlandsBANKEN: They are a stable company with good fundamentals and overwhelming market dominance. * Hourglass: They sell luxury watches across the APAC region. They give me exposure to APAC’s burgeoning middle and upper classes. * Jardine Matheson: Jardine is a large diversified conglomerate that has monopolies throughout Hong Kong and SE Asia and is involved in all 11 sectors. They give me exposure to emerging markets in China & SE Asia. * Jerónimo Martins: They are a vertically integrated discount retail company. I like them because of good fundamentals and growth potential in emerging markets. * MTN Group: They are the largest telecoms and mobile money operator in Africa. MTN Group is expanding quickly with them rapidly acquiring 4G & 5G contracts, as well as banking licenses across Africa. They give me exposure to the growing markets of Africa, which only have a 45% mobile phone penetration rate and make up 70% of the global mobile money market. * Mytilineos: I wanted a utilities company and exposure to the emerging markets of the MENA. * Van de Velde: They are a premium/luxury lingerie and swimwear company. I wanted a company in the fashion and/or luxury goods industry that has good fundamentals and growth opportunities. They seem to be at a low point in their business cycle and at a good value to buy.

jostradumass

I’m not one to beat off in a bush, so brass tacks….Apple is gonna rip to ath again this week. Jokes aside about the ski goggles, it’s getting so much press and you know people are gonna starve themselves to afford them and camp out to be first in line in APAC.

ChillerID

Following the expansion in the APAC region, they could expand to other markets using a B2B model. Btw, comparable safety concerns exist in countries such as India, where electric vehicle batteries have caught fire in apartments during the recharging process. Gogoro offers a secure solution by locating the swapping stations in safe distance from apartment buildings and maintaining round-the-clock monitoring to promptly address any incidents.

SuggestionStraight86

thank me later folks I live in APAC <- sad facts

Intrepid_Midnight_11

I work APAC time and coming back from home I usually tune into Reddit to see the US comments. Man like everybody else coming back from work and reading this it’s really hard to envision not selling. I understand the price could skyrocket but selling that and going 50/50 VOO/SCHD would net you some nice cash in divies and essentially you would be set for life Anyway

Daynebutter

The worst is when you see a make releasing a new wagon/sedan just to find out it's EU/APAC only lol.

shawman123

They are still generating 27B+ of FCF. Those are phenomenal numbers in this market with high inflation and other macro factors($ is still too strong). They grew sales in Europe and Rest of APAC minus china/japan. That shows how much potential is there for Apple. I have been holding AAPL since 2017 and have been buying with DRIP as well. Only once I lost few hundred shares as my Covered Call got invoked as stock ran up too fast :-) I aint even doing that again. just keeping these stocks until I feel Apple has lost its brand value.

_hiddenscout

$CROX EPS $2.39 (Est $2.15) Rev $884.17M (Est $856.01M) - Total rev up +34% y/y - Crocs APAC rev up +46% y/y - Hey Dude rev up +105% y/y - Op income up +98% y/y - Op margin 27% Q2 forecasts reflected below-consensus expectations. A forecast for diluted earnings per share of $2.83 to $2.98 fell well short of the $3.29 consensus. Revenues are expected to range from $1.03B to $1.05B for the second quarter, which is also softer than the $1.07B consensus expectation.

VisualMod

>APAC Opening Calls: \#ASX 7309 -0.31% \#NIKKEI 28470 -0.60% \#HSI 19459 -0.77% \#A50 12919 -0.04% \#TWSE 15316 -0.37% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-25 ^19:33:37 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7330 -0.55% \#NIKKEI 28593 -0.17% \#HSI 20287 -0.43% \#A50 13206 -0.07% \#TWSE 15743 +0.16% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-20 ^19:42:47 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7360 -0.09% \#NIKKEI 28545 -0.17% \#HSI 20368 +0.04% \#A50 13331 -0.20% \#TWSE 15745 -0.17% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-19 ^19:03:23 ^EDT-0400

mosno3

Lol so? Doesn’t make it a good business decision. If it was this easy to just “outsource your work” you don’t think it would’ve happened by now? Firms would be gobbling up cheap outsource labor and shutting down all US offices if it was this easy. So no, just because you can work from home doesn’t mean someone in APAC is taking your job

VisualMod

>APAC Opening Calls: \#ASX 7362 +0.10% \#NIKKEI 28662 +0.01% \#HSI 20593 -0.12% \#A50 13442 -0.11% \#TWSE 15897 +0.06% \>\#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-18 ^18:06:30 ^EDT-0400

OriginalLandscape513

Next earnings will probably be the volatile earnings this quarter was expected to be. Overall they didn't report anything insanely good or bad. Things to note are APAC region still struggling on revenue growth even when growing consistently in subs, LATAM dropping subs even though other regions can retain their positive adds after large gains, significant fall from last quarter in sub growth meaning another bad quarter will probably tank them. They also use a table that shows % of TV viewership in different countries and they just reordered it from the last quarter and changed the way it presents some data. The thing is everything is the same in the chart except US dropped 1% which still seems to suggest stagnant to declining viewership over this quarter. They also said they are wanting to roll out their paid sharing in the US this quarter so next quarter will be a big indicator on whether or not Netflix can maintain their growth. Another thing Netflix has is their gaming section which they just acquired Joseph Staten, but regardless getting into gaming is probably a huge mistake for Netflix.

OriginalLandscape513

Revenue miss, eps beat, subscriber growth in APAC, subscriber drop in UCAN, LATAM, and EMEA. Theyll probably announce a buyback as well. The companies that track watch time of Brazil, UK, US, and Mexico are reporting stagnant to declining share of watch time for Netflix which could suggest stagnant growth. ARM has also been falling consistently and with the new ad tier being introduced it will probably drag it lower on top of the password crackdown making people downgrade their plans (given if they share with a family member outside of the home they wouldn't need the screens). Netflix probably won't have a move of 8% down if they dont announce a considerable drop in UCAN subscriptions. As for the buyback Nerflix claimed last report they would like to do buybacks given they have extra cash on hand. They said they want 2 months of revenue on hand at minimum which was about 5.2b and to conduct investments in core business like acquisitions and then would use what is left for buybacks. Last report they had about 5.1b so its likely to see one announced. Also I dont really know how Netflix manages to gain 5.4 million subs in APAC region and still report worse revenue.

VisualMod

>APAC Opening Calls: \#ASX 7365 -0.27% \#NIKKEI 28580 +0.20% \#HSI 20616 -0.81% \#A50 13365 -0.23% \#TWSE 15961 -0.05% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-17 ^19:11:08 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7345 +0.35% \#NIKKEI 28353 +0.78% \#HSI 20430 +0.62% \#A50 13158 +0.43% \#TWSE 15886 +0.47% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-13 ^19:42:55 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7336 -0.17% \#NIKKEI 27928 -0.60% \#HSI 19939 -1.65% \#A50 12996 -0.43% \#TWSE 15874 -0.34% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-12 ^19:37:21 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7343 +0.40% \#NIKKEI 28033 +0.34% \#HSI 20491 +0.21% \#A50 13193 +0.42% \#TWSE 15946 +0.11% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-11 ^19:44:21 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7269 +0.23% \#NIKKEI 27873 +0.81% \#HSI 20521 +0.21% \#A50 13229 -0.03% \#TWSE 15829 -0.16% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-10 ^19:19:12 ^EDT-0400

trickintown

That’s where the trick is. Stripe is never appearing on the website. But the payment processing in the backend happens and they have an insane share, and not just that - their developer tools are probably much better than PayPal. Amazon (EU and APAC), Walmart, Target, Etsy all use Stripe. These are just few of the many. That being said this payment processing industry is hyper saturated which is why none of these players are making profit. As far as remittance is concerned, PayPal isn’t anywhere close to Western Union, Moneygram, Wise or any such tool

TeamPupNSudz

I like how somehow you take a post about a South Korean chip and electronics manufacturer who only gets 30% of sales from North and South American (combined), and somehow just use that as a soapbox to parrot about American inter-generational class struggle. Unless you're actually implying those greedy Chinese capitalists are greedflating APAC out of their disposable income? Or, you know, maybe it has nothing to do with your beer industry, and instead has something to do with the well-known semi-conductor business cycle interrupted by COVID that every other poster is talking about? I dunno, just something to chew on. God, /r/investing is getting worse by the day.

VisualMod

>APAC Opening Calls: \#ASX 7236 +0.04% \#NIKKEI 27703 -0.47% \#HSI 20233 -0.42% \#A50 13245 -0.83% \#TWSE 15806 -0.97% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-05 ^18:40:26 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7222 -0.24% \#NIKKEI 28103 -0.62% \#HSI 20363 +0.37% \#A50 13295 +0.32% \#TWSE 15942 +0.06% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-04 ^19:51:33 ^EDT-0400

mista_r0boto

Username checks out. Yes they are opinions - no one knows. I long held the belief that the valuation divide between Europe / APAC and the US would close, starting right after the GFC. I allocated up to 25% to those geographies. Maybe more at times. That didn’t serve me well. After over a decade waiting for the outperformance and instead seeing Europe’s trouble continue, I finally reluctantly made the shift. Now as the dollar has gotten ludcriously strong vs the yen and euro, I started to reopen those positions a bit because the currency and valuation divide was too large to ignore. Those bets haven’t yet paid off, but they were made after Ukraine was invaded. Time will tell. Still I think 150yen to the dollar is crazy and likely to revert closer to 100 eventually creating a road to returns irrespective of valuation levels in Japanese equities.

VisualMod

>APAC Opening Calls: \#ASX 7230 +0.11% \#NIKKEI 28203 0.00% \#HSI 20440 +0.19% \#A50 13249 +0.30% \#TWSE 15972 +0.84% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-03 ^19:22:26 ^EDT-0400

VisualMod

>APAC Update: \#ASX 7229.8 +0.72% \#NIKKEI 28144.04 +0.37% \#HSI 20382.17 -0.09% \#HSHARES 6946.81 -0.32% \#HSTECH 4263.9 -0.93% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-02 ^22:05:54 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7215 +0.54% \#NIKKEI 28243 +0.66% \#HSI 20375 -0.25% \#A50 13207 -0.48% \#TWSE 15907 +0.27% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-04-02 ^18:52:27 ^EDT-0400

VisualMod

>APAC Update: \#ASX 7175.2 +0.74% \#NIKKEI 28048.57 +0.96% \#HSI 20569.27 +1.28% \#HSHARES 7022.09 +1.44% \#HSTECH 4337.08 +1.56% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-30 ^21:33:01 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7164 +0.64% \#NIKKEI 27941 +0.71% \#HSI 20548 +1.26% \#A50 13311 +0.28% \#TWSE 15865 +0.26% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-30 ^17:26:53 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7101 +0.71% \#NIKKEI 27795 -0.19% \#HSI 20281 +0.52% \#A50 13107 +0.18% \#TWSE 15842 +0.67% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-29 ^17:58:23 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7017 -0.17% \#NIKKEI 27512 -0.02% \#HSI 20158 +2.04% \#A50 13140 +0.47% \#TWSE 15699 +0.04% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-28 ^18:40:20 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 6997 +0.47% \#NIKKEI 27594 +0.37% \#HSI 19633 +0.37% \#A50 13016 0.00% \#TWSE 15756 -0.48% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-27 ^18:19:30 ^EDT-0400

contractb0t

You may want to try reading entire articles before cherry picking something you think supports your claim. From the article: "A recent report showed that one team handling child sexual abuse content on the platform for the Asia Pacific region—which has a population of 4.3 billion and includes Japan, the country with the second most Twitter users after the US—is literally down to just one employee." One person. For all of APAC. And the article goes on to list deep concerns about post-Musk Twitter's efforts to combat things like child exploitation. And you can't hand-wave away the startling advertiser loss to the GOP's most recent thought-terminating cliche, "wokeness" (aka, "political correctness", aka "literally anything we don't like".) Advertisers aren't pulling out due to "wokeness", they're pulling out because Musk fucked up and Twitter is a mess. Musk paid $43B for Twitter after literally waving due diligence (lol), then freaking out and desperately trying to get out of the deal. Twitter has since bles talent and revenue with no viable replacement for that revenue in sight. He fucked up, and no amount of weird hero worship can change that.

VisualMod

>APAC Opening Calls: \#ASX 6964 +0.11% \#NIKKEI 27401 +0.15% \#HSI 19886 -0.17% \#A50 13120 +0.02% \#TWSE 15874 -0.23% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-26 ^18:02:07 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 6977 -0.66% \#NIKKEI 27262 -0.74% \#HSI 19525 -0.30% \#A50 13064 +0.05% \#TWSE 15679 -0.21% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-22 ^18:12:02 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 7026 +0.94% \#NIKKEI 27387 +1.00% \#HSI 19434 +0.92% \#A50 13045 +0.15% \#TWSE 15569 +0.75% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-21 ^18:43:09 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 6952 +0.76% \#NIKKEI 27124 +0.61% \#HSI 19193 +0.93% \#A50 12909 +0.55% \#TWSE 15441 +0.48% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-20 ^18:06:47 ^EDT-0400

VisualMod

>APAC Update: \#ASX 6926.6 -0.98% \#NIKKEI 27106.34 -0.83% \#HSI 19063.4 -2.33% \#HSHARES 6483.4 -2.00% \#HSTECH 3887.25 -2.33% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-19 ^23:24:22 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 6917 -1.08% \#NIKKEI 27034 -0.96% \#HSI 19328 -1.09% \#A50 12857 -0.34% \#TWSE 15361 -0.26% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-19 ^18:08:22 ^EDT-0400

VisualMod

>FITCH- GENERALLY VIEW SECURITIES PORTFOLIO VALUATION RISKS AS MANAGEABLE FOR APAC BANKS, ALTHOUGH EXPOSURES TEND TO BE GREATEST IN INDIA AND JAPAN ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-16 ^22:47:36 ^EDT-0400

VisualMod

>FITCH SAYS DIRECT EXPOSURES TO SILICON VALLEY BANK (SVB) AND SIGNATURE BANK AMONG FITCH RATINGS' PORTFOLIO OF RATED BANKS IN APAC APPEAR LIMITED ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-16 ^22:44:43 ^EDT-0400

VisualMod

>FITCH RTGS: APAC BANKS RESILIENT TO RISKS HIGHLIGHTED BY US BANK FAILURES ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-16 ^22:43:17 ^EDT-0400

VisualMod

>APAC Opening Calls: \#ASX 6980 +0.12% \#NIKKEI 27279 +1.16% \#HSI 19363 +0.82% \#A50 12974 +0.46% \#TWSE 15327 +0.68% \#IGOpeningCall ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-16 ^18:14:50 ^EDT-0400