Daily Investment Highlight - Tisco Asset

8
Daily Investment Highlight 26 August 2021 TISCOASSET

Transcript of Daily Investment Highlight - Tisco Asset

DailyInvestment Highlight 26 August 2021

TISCOASSET

KEYINSIGHT

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���쀀��䁥و� �䁕0�����䁥�1�����䁥���g� 0.75% �耀���g��䁕0���3�0��,و�,,쀀5�,䁕���䁪�䁕����䁥�1�����䁥������䁥�,�5���1��䁕,3䁕5䁕0��1

Dr.Fauci ��1�쀀䁕��� �,���耀��䁕䁕0��1���COVID-19 �1و���䁥و�����쀀و��

�. ���ƽ�ƽ������1䁥쀀U5 ��䁕��耀�����1و�� cybersecurity ���䁕��䁕5,耀耀耀����䁕������쀀䁕���

Market Around the World

+0.22%+0.07%

+0.02%-0.39%

-0.56%+0.85%

S&P500

Euro Stoxx 50

Nikkei 225

HSCEI

CSI 300

SET Index

XLF+1.18%

ARKW+0.39%

ARKG+0.20%

PBW+0.28%

CQQQ-0.51%

CHIQ-0.83%

WTI+1.20%

GOLD-0.97%

Market Around The WorldTHAI

OIL

GOLD

US

EU

ASIA

�rial Dow Jones +0.11%  �rial S&P500 +0.22%, �rial NASDAQ +0.15% �an�t Madtur,-1ur8�r5,50a0 0�rial �MnaUS 10Y Treasury yield 1ur8,50ad��u��r8 1.34% ta a0a ��Financials ��n0a ��0lu1ur8�r5,50a�n00lud � ��� Financials +1.21% Energy +0.72% �a� Industrials +0.60% d�5a0a ��0lu1ur8�r5�5�a8,n��0lud � ��� Health Care -0.26% Real Estate –0.18% Consumer Staples -0.1%

�rial Euro Stoxx 50 +0.07% �an�t Ma1ur8�r5,�5u�,50a,aƖ0aM�n ��nnr � d�Mur8�u ta a,n0 Sentiment 850���0nu�a �r�55r�0la Pfizer ,� dtur, - �n�n du0Ɩ�n��rial DAX ,� ,n�u�al -0.28% �an�t Ma,n�u�al1ur8�r5a�a tar �rial Ifo Business Climate ,���ad.�.1ur8�r5a�a �n��0lu 99.4 , � �a�aM�n05�n0lu�an��n�

�rial SET Index ,��u�5naal01ur8�r5,50a +0.85% 11� 1,600.49 , � ta a��nt Ma�l�,11�,��� ��nt Ma0a ��d�u�dnu +1.22%, 0a ��0nu, 5a +1.17%, 0a ��Ǐan�nu�a�0a ���ar na+1.11%, �a�0a ��11��u- +1.10% ��n in�50�0�d 0Ǐ5 3,606.64 aMna8n0 ,i�a,�ln50r8d�n8ra0�0�d 0Ǐ5 736.69 aMna8n0��n, 5a8n0,iMnal00u �r50lu 32.74 8n0/��aanu䔎dtur,-

WTI +1.20% 11�0lu 68.36 ��aanu䔎/8nu䔎,ua ��nun�naꀀ0n�ranr � 1ur8�r5,50a��� ta a��n�r5,a,d�Ɩ�0aꀀ0n�ra�58,� dtur,0lu1ur8�r5a�a �5����0ra,1�adr1�nt䔎0lu 3 8� il0�5 �5n��M� 0nuaꀀ0n�ra0adtur,0lunr � �,Ɩ �0u�

un�n0� �ꀀn -0.97% 11�0lu 1,791 ��aanu䔎/��a0䔎   aa0.,0,nn0� �ꀀn05u ,1�ad5a0ur�n䔎1a��,rn ,a�,�ln50raaa0.nr � ,r8�n0nu1u�i �1u�,ꀀn1,,� Ǐan�nu0an dtur,0lu,���  Jackson Hole 0a5ra0lu 26-28 d.�. ���dr na05m0n a�n8nn0nu, 5a,� ,a�  

�an�t Ma,�,iln,iMnal0��nu5�1ur8�r5a�a ��n�an�t Ma,la �rial HSCEI -0.39% �a� CSI300 -0.56% �an�t Ma,0ntal0�M �rial Kospi -0.25% tar Ǐan�nu0an ,0ntal0�M1ur8,50a��0,8l0na�n8nn 0.25% ,1�a 0.75% ,a�0lu�Mna�an�t Ma lu1 0a �rial Nikkei 225 +0.02% �an�t Ma,la

Investment Highlight : �n��5�d�na0nua䔎�a0

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Investment Highlight : �n��5�d�na0nua䔎�a0

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§ dꀀnar0,�n5 Reuters unn na5�n dtur,-d�M�a �r�508�a n���a��ntannuM�naMna��aanu䔎dtur,- ,��u�0nu0�0�i51dꀀntur8Ǐ u05,u�na�䔎

,� 8u5븘r0 Huawei Technology

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8u5븘r0unn naunnd�M�n��0lu $6.34 bn. �an��n��n��0lu $6.24 bn. �a��l0ꀀndu���tM a�n��0lu $1.48 �an��n�0lu $0.92

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Software �a� Tableau data-analytics software unnd�Mnr ��d�M05�n 24% y-y ,a�0lu0ad�5a,� Ǐ u05,8u50nu Cloud Service

unnd�M�l0nu,�58��d�M05�n 23% y-y

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26.3bn

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§ �an�t Ma KOSPI -0.3% ��n, 5a5�a�,Ɩ ��n,aƖ0aM�n -0.03%

TISCOASSET

Wealth Manager Team : 0ra�5�rea䔎 5 m䔎d �aǏ䔎 , aa5�n n�55u5n�� m䔎,

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