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MARKET OUTLOOK - Technology, Perspectives & General Market Feeling
plastic
post Posted: Feb 15 2021, 03:39 PM
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A lot of fizz coming into the market now. Big spikes and volumes, trading halts and price enquiries galore.

There must be a MOAB incoming.




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What did Uncle Mel do to us?
 
mullokintyre
post Posted: Feb 12 2021, 09:34 AM
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The continuing problems of semiconductor supply may not ease any time soon according to Nikkei Asia
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Taiwan Semiconductor Manufacturing is rushing to try and build new facilities through the Chinese New Year in order to meet demand.

TSMC is one of the biggest suppliers of chips to company like Apple, Google and Qualcomm. As a result of a worldwide shortage in chips that was brought on due to the pandemic, they are now rushing to try and get a new factory in the southern Taiwanese city of Tainan built. It'll be "the world's most advanced 3-nanometer chip production plant," according to Nikkei. The company is also building a research and data center in Hsinchu.

Construction the new facility will take place throughout 2021, with completion expected in 2022.

In addition to the 3nm plant, the company is also preparing to boost its capacity to make 5nm chips. These chips are using in the latest 5G iPhone 12s and new Mac core processors. TSMC wants to boost production by 70% from the end of last year.

It'll be resuming construction "a few days earlier" than most coming out of the Lunar New Year in southern Taiwan. TSMC is also boosting capex by $25 billion, to $28 billion, this year.
Car manufacturers have already reported halts in car production due to chip shortages for ECU's and other electronic management systems.
(see Here )
With Taiwan becoming the epicentre of nano chips, it makes even more sense for China to stocks up on these chips and then start the "soft invasion" process of Taiwan. Blockade the Island, patrol the skies with Chinese Military attack aircraft so nothing gets in or out , and by saying they are merely protecting their renegade province, not calling it an invasion or declaration of war. Having obseved how meekly the west rolled over when Russia took over Crimea, they will think its a done deal.

Mick



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sent from my Olivetti Typewriter.
 
henrietta
post Posted: Jan 8 2021, 05:49 PM
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Bitcoin at record high, Tesla at record high ............ are we getting very close to taking great care stage.

Cheers
J



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"Sometimes I sits and thinks, and sometimes I just sits." Satchel Paige

"No road is long with good company." Traditional
 
nipper
post Posted: Jan 7 2021, 01:20 PM
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Growth tech sector, (e.g. ASX:NDQ, ASX:HACK, and ASX:RBTZ) Nominated by David Bassanese, BetaShares
QUOTE
While value sectors like energy and financials are currently enjoying a rare burst of outperformance, to quote former Prime Minister John Howard, I suspect this may prove to be their “five minutes of sunshine” before growth sectors such as technology start trouncing them again.

In the years leading up to the COVID crisis, the global technology sector had crushed all before it. This encompassed not just America’s well known internet stocks on the NASDAQ exchange, but also Asian and Australian technology companies, and global hightech sectors such as cybersecurity, robotics and artificial intelligence. All these dynamic growth exposures are easily accessible on the ASX through the BetaShares NASDAQ 100 ETF (ASX: NDQ), BetaShares Global Cybersecurity ETF (ASX: HACK) and BetaShares Global Robotics and Artificial Intelligence ETF (ASX: HACK).

So why the current apparent rotation to value? Value was further crushed during the darkest days of the COVID crisis while technology gained added allure as a defensive sector given the stampede toward even more online activity. With the COVID clouds lifting, those sectors most beaten up during the crisis are naturally rebounding the hardest. But in my view, somewhere through next year, the strong structural growth drivers favouring technology should once again start dominating.
https://www.firstlinks.com.au/24-hot-stocks...-funds-for-2021





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Dec 12 2020, 12:38 PM
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one of the hot sectors has its own index XIJ


S&P/ASX All Technology Index – Effective Prior to the Open on 21 December, 2020
Action ...... Code ... Company
Addition .... 3DP .... Pointerra Limited
Addition .... 4DX .... 4Dmedical Limited
Addition .... BID ..... Bidenergy Limited
Addition .... DTC .... Damstra Holdings Limited
Addition .... FDV .... Frontier Digital Ventures Limited
Addition .... FZO .... Family Zone Cyber Safety Limited
Addition .... HTG .... Harvest Technology Group Ltd
Addition .... LBY ..... Laybuy Group Holdings Limited
Addition .... MMM ... Marley Spoon Ag
Addition .... OTW .... Over The Wire Holdings Limited
Addition .... TNT ..... Tesserent Limited
Addition .... WBT .... Weebit Nano Ltd
Addition .... YOJ ..... Yojee Limited
Removal .... RAP ..... Resapp Health Limited



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 
nipper
post Posted: Aug 16 2020, 01:43 PM
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Is 5G all hype or real investable opportunity?

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The impact 5G will have on a wide range of industries is likely to be bigger than we have seen with any previous generation of mobile telecoms. Each previous new generation of network has produced a big jump in speed. And we will certainly see this with 5G, which is estimated to be between 10 and 100 times faster than 4G. But 5G is about much more than quicker phone downloads. It brings lower latency, greater network capacity, and significantly extends battery life. In time, this will produce a robust network in which millions more devices will communicate with one another remotely 10 to100 times faster than at present, and it is what opens the door to 5G full potential: the capacity for machine to machine communication.

What is the timeframe for 5G?

The initial impact will be gradual. Most countries are not yet actively rolling out 5G infrastructure. However, there has been initial build in the US, the UK and other parts of Europe, and much more extended implementation in China, South Korea and Australia. China now has at least partial 5G networks in 50 cities and is accelerating 5G implementation. Part of its unannounced fiscal stimulus as a result of COVID19 could be accelerated spending on 5G infrastructure, and there may also be 5G phone subsidies.
Why is global adoption slow? To some extent, this is an inevitable lag... it took 4G six years to achieve 90% penetration. In the case of 5G rollout, it is partly down to physics: 5G is a high performance network because of its high frequency, but its shorter wavelengths are more readily absorbed by objects, meaning that the 5G signal doesn't travel well through buildings and is even absorbed by plants and rain. In practical terms, it needs more base stations much closer together.

Putting a 5G system in place will take some time. It's not going to be the immediate revolution that some expect.

So what are the opportunities in 5G at the moment? Is it really investable?

Three levels of 5G beneficiaries
A helpful framework for the journey through 5G investment over the next five years is to think of 5G companies in three layers:
5G providers

These are the telecom companies that provide 5G services. While research suggests incremental revenues for telecoms will grow, they are expected to remain relatively small in dollar terms until the middle of the coming decade, when a real acceleration is anticipated, which could in principle be attractive.

But there is a problem: building the infrastructure to access those revenues is going to require massive, upfront capital expenditure, compressing the margins of telecom companies and making them a less than compelling 5G investment.

5G enablers

This second layer comprises the organisations building infrastructure and providing the components necessary to take part in 5G. I believe this is currently a much more attractive area than the providers. The demand for cell towers, network equipment, devices, components and data storage requirements over the next few years could see very significant growth.

Examples of the enablers include tower providers, which supply sites to telecom companies for their infrastructure. The logistics behind providing a vast interconnected network, particularly in cities, is a huge undertaking...

The semiconductor industry is likely to be another beneficiary of 5G. High performance applications such as 5G require even smaller semiconductors. The essential technology required to manufacture these semiconductors is highly specialised... . Device and component makers that produce memory chips, OLED display screens, mobile phones and consumer electronics (or the Internet of Things) are positioned to benefit from the increased connectivity of 5G. Companies like Samsung have been leading the market developing end-to-end 5G offerings.

Data centre providers are also likely to see growing demand from 5G adoption. These data storage centres allow enterprises to take advantage of 5G mobile networks when accessing cloud infrastructure, while improving network and application performance over low latency connections.

5G users These comprise the third level of beneficiary, and this is the area where 5G is potentially a gamechanger because it will enable devices and machines to talk to each other with accuracy and speed. Known as Machine Type Communication (MTC), this technology comes under two main headings.

Massive MTC is where lots of devices exchange large amounts of data but do not necessarily require exceptionally fast response times. Applications could include logistics or smart agriculture. The second category is critical MTC, where not only ultra-reliability is needed but also speed ... think of factory automation, autonomous vehicles and traffic safety.

While some of these themes such as factory automation are already familiar to the market, 5G could accelerate the trend. Similarly, autonomous vehicle development is already making significant headway, but 5G could enable autonomous vehicles to start communicating with one another more effectively, allowing greater safety, efficiency and reducing emissions.

Across industries, 5G is expected to lead to a flood of innovation. In health care, it could allow not just online consultations with doctors but monitoring health conditions and remote surgery. In the energy sector, 5G could enable remote facility inspection or repair, and smart grids.

Virtual and augmented reality, VR and AR,are usually associated with entertainment, but they have massive potential in the maintenance of industrial facilities, where they could improve efficiency through faster repairs.

Where are the possible investable opportunities?
There are a number of listed companies that fall under the 5G enabler category. Importantly, though, they are positioned not just for the growth associated with 5G but for wider secular growth trends around digital disruption. We believe many of these companies represent attractive investment opportunities right now for long-term future growth.
While the real game-changing opportunity could be among the companies that become the ultimate 'users' of 5G, this segment is still in its infancy. That means we must be very careful about how we invest in 5G and for that reason, the concept of a fund overly reliant on 5G has limited appeal. The ability to flexibly invest across different themes and ensure that the investment theme evolves over time, just as the investment opportunity evolves, should be more robust.


Capital Group New Perspective Fund (AU) focuses on investing in companies benefiting from a range of secular trends, and one key theme is digital disruption. This includes companies across industry sectors that are using technology to disrupt their markets, and 5G comes squarely under that heading.


https://www.firstlinks.com.au/article/is-5g-all-hype-or-real-investable-opportunity



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: Pendragon  
 


nipper
post Posted: Jul 24 2020, 03:05 PM
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Technology

QUOTE
The trend we see in the market is clear. Clients want to modernise apps, move more workloads to the cloud and automate IT tasks. They want to infuse AI [artificial intelligence] into their workflows and secure their IT infrastructure to fend off growing cybersecurity threats. As a result, we are seeing an increased opportunity of large transformational projects
Arvind Krishna, CEO, IBM Corp

QUOTE
Acute skills shortages in tech, cyber security, software development, and data analysts for example continue unabated, reinforcing that the need for skills revolution is here in force.
Jonas Prising, CEO, ManpowerGroup Inc [world’s second largest employment firm]



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 29 2020, 05:10 PM
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In Reply To: lgrif's post @ Jun 29 2020, 05:00 PM

yep, and there's another Aussie aspirant, code AML3D Limited (AL3) trying something similar, with a wire arc welding process. It listed on ASX in April this year.
Relativity Space, in the video, looks like it does something similar with plasma arc?
QUOTE
AML3D specialises in providing commercial large-scale metal 3D printing services and solutions to defence, maritime, aerospace and resources customers. Founded in November 2014, AML3D has commercialised its wire arc additive manufacturing technology (under the trademark WAM®), an innovative metal additive manufacturing technology for the cost-effective production of large, high performance metal components and structures.

In conjunction with its WAM® technology, AML3D has developed its own proprietary software, WAMSoft®, which combines metallurgical science and engineering design to fully automate the 3D printing process utilising advanced robotics technology. The WAMSoft® software enables a highly tailored approach to the needs of each client by enabling different pathways and welding operations for different products and materials. AML3D's Adelaide Contract Manufacturing Centre was the first wire arc additive manufacturing facility globally to achieve 'Lloyds Certification'.

- I can not help but think the Yanks will out tech the little guys, every time.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
lgrif
post Posted: Jun 29 2020, 05:00 PM
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In Reply To: nipper's post @ Jun 29 2020, 03:59 PM

Thanks. Titomic also trying to get into this market, but in a smaller way. Maybe this company has beaten it ?

 
nipper
post Posted: Jun 29 2020, 03:59 PM
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3D printing .... like you never saw it before
LA based company Relativity Space https://www.relativityspace.com/ looking to 3D print rockets for space exploration, getting away from conventional mfg, + + thinking about the next step, of 3D printing water tanks and rockets on Mars.

https://www.sharecafe.com.au/2020/06/29/inn...k-2077-reviews/




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: rlane  Pendragon  
 
 


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