疑難雜症萬事通
在網路上遇到任何問題都可以在這邊找找看唷

Search

關於 temasek 13f ，我們在網路上蒐集到這些相關的討論、資訊與評價

相關標籤 相關照片 相關影片
在temasek 13f這個產品中，有1篇Facebook貼文，粉絲數超過6萬的網紅MacroMicro 財經M平方，也在其Facebook貼文中提到， 【ＭＭ短評】20202 Q4 13F 持倉報告更新 看完整評論：https://user107199.psee.io/395sh9 大家早安！以下內容均節錄自今日短評： 🔗 Scion Asset Management 1. 新建倉：花旗銀行（C）與食品/飲料龍頭 - 卡夫亨氏（KHC）的看漲...

temasek 13f 在 MacroMicro 財經M平方 Facebook 的精選貼文

MacroMicro 財經M平方 By MacroMicro 財經M平方

2021-02-17 08:56:52 有 101 人按讚
  • Share this:

【ＭＭ短評】20202 Q4 13F 持倉報告更新
看完整評論：https://user107199.psee.io/395sh9

大家早安！以下內容均節錄自今日短評：

🔗 Scion Asset Management

1. 新建倉：花旗銀行（C）與食品/飲料龍頭 - 卡夫亨氏（KHC）的看漲買權（call），以及石油/天然氣分銷公司 - Now Inc（DNOW）的股票部位
2. 加碼：疫苗龍頭-輝瑞（PFE）的看漲買權，以及通訊/雲端服務商-世紀互聯（LUMN）的股票部位
3. 2020年Q3重壓部位遭到出清，包括谷歌（GOOG）、連鎖藥局CVS、高盛（GS）、臉書（FB）看漲買權，以及1月軋空風潮的主角 - 遊戲驛站（GME）

🔗 Temasek Holdings 淡馬錫控股公司

1. 前6大持股名單不變，包括資產管理公司-貝萊德（BLK）、中國電商龍頭-阿里巴巴（BABA）、網路第三方支付服務商PayPal（PYPL）、信用卡機構Visa（V）、通訊/雲端服務商-世紀互聯（LUMN）、市場數據提供商IHS Markit（INFO）
2. 加碼部位以科技股為主，例如亞馬遜（AMZN）、Paypal、雲端股Datadog（DDOG）、優步（UBER）
3. 新建倉去年底兩大熱門IPO股 - 餐飲外送平台DoorDash（DASH）、美版淘寶ContextLogic（WISH），以及原材料類股ETF（XLB）、工業類股ETF（XLI）、微軟（MSFT）
4. 出清化工股 - 杜邦（DD）、美國公債ETF（GOVT）、科技類股ETF（XLK）、投資級債券ETF（USIG）、醫療類股ETF（XLV）

🔎 看ＭＭ研究員解析：https://user107199.psee.io/395sh9

🔎 看橋水、方舟最新持倉變化：https://user107199.pse.is/3a5nhw

——

【年間重點懶人包】12 張圖看「牛」市行情
https://user88061.psee.io/3arxza

Tags:
MacroMicro 財經M平方

About author
MacroMicro 希望藉由彙集統整總經的資訊，幫助投資人用最少的時間了解與分析經濟情勢，自己為自己的投資把關！
致力於整合全球總經數據、 協助投資人運用經濟指標找到投資方向。 推廣重視基本面、為自己投資負責。 加M平方為LINE好友連結: https://reurl.cc/mqRjAW 手動輸入ID:@macromicro (包含@)
58117 followers 51495 likes "http://www.macromicro.me/"
View all posts
社群媒體上有些相關的討論：

temasek 13f 在 [公告] Temasek 警告一次- 看板TY_Research - 批踢踢實業坊 的推薦與評價


作者keroromoa (說再多也只為保護自己)
看板TY_Research
標題[公告] Temasek 警告一次
時間Mon Sep 13 22:48:08 2021

文章代碼(AID): #1XFTxf6X (TY_Research)

推 Temasek : 淹韭菜 讚! 09/13 20:12

推文詛咒災情，警告一次

板主 keroromoa

--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 101.137.124.29 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/TY_Research/M.1631544491.A.13F.html






... <看更多>

你可能也想看看
Temasek 13F
Blk 13F
Temasek Holdings Stock
Vanguard 13f
Berkshire Hathaway 13F
Soros Fund Management 13F
Baillie Gifford 13F
BlackRock portfolio
搜尋相關連結

#1. TEMASEK HOLDINGS (PRIVATE) LTD Top 13F Holdings

13F Holdings Summary · Stock% Port · BLK BlackRock Inc. Class A 14.94% · PYPL PayPal Holdings Inc 8.65% · BILL Bill.com Holdings, Inc. 5.19% · BABA Alibaba Group ...

#2. Temasek Holdings (Private) Ltd - Filing History - Fintel

SEC Form 13F Filing History. This page shows a list of all the recent 13F filings made by Temasek Holdings (Private) Ltd. Form 13F is required to be ...

#3. 2021第三季13F機構持倉- 淡馬錫控股Temasek Holdings

淡馬錫為新加坡的投資公司，旗下資金共3,810億美元，在美投資約300億美元，股權則由新加坡財政部100%持有，該公司旗下包含新加坡航空、地鐵、電力、 ...

#4. Temasek Holdings Private Ltd Top Holdings 13F Filings

Entity Amount Change; 06/30/2021 to 09/30/2021 Position Size; ($ in 10... BLACKROCK INC 5,092,825 UNCH $4,271,149 BLK 5,092,825 UNCH $4,271,149 PAYPAL HLDGS INC 9,502,785 UNCH $2,472,720

#5. Temasek Holdings 2020 Quarterly Report 13F-HR

13F -HR Report. Institutional holdings report for Temasek Holdings (Private) Ltd. As of 2020-12-31, the fund was valued at $23,280,542,000.

#6. SEC FORM 13F-NT

SINGAPORE, U0 238891. Form 13F File Number: 028-17255 ... 13F HOLDINGS REPORT. (Check here if all holdings of ... 028-13088, Temasek Holdings (Private) Ltd.

#7. 2021/11/15, Form 13F-HR - Temasek Holdings (Private) Ltd

<submissionType>13F-HR</submissionType>. <filerInfo> ... <name>Temasek Holdings (Private) Ltd</name> ... <reportType>13F HOLDINGS REPORT</reportType>.

#8. 13F機構持倉

資產全名 股號 資產子類別 投組佔比 持倉量 1 先鋒新興市場ETF VWO ETF‑整體新興市場 6.42%; (+2.28%) +97.47% 2 iShares MSCI新興市場ETF EEM ETF‑整體新興市場 5.55%; (+4.78%) +822.71% 3 iShares MSCI核心新興市場ETF IEMG ETF‑整體新興市場 4.65%; (+2.83%) +224.56%

#9. SEC EDGAR Filings for TEMASEK HOLDINGS (PRIVATE) LTD

Form Filing Date Period Ending Size Company Name File No SC 13G 12/10/2021 108 KB PEAR THERAPEUTICS, INC. 005‑9... 3 12/09/2021 12/03/2021 7.96 KB TEMASEK HOLDINGS (PRIVATE) LTD 001‑3... 13F‑HR 11/15/2021 09/30/2021 57.2 KB TEMASEK HOLDINGS (PRIVATE) LTD 028‑1...

#10. Temasek (private) Ltd 13F annual report (2021) | wallmine

Security Shares Owned Value Allocation Blackrock Inc. No change 5,092,825 $4,271,149,000 14.94% PayPal Holdings Inc No change 9,502,785 $2,472,720,000 8.65% Bill.com Holdings Inc 0.06% 5,561,934 $1,484,758,000 5.19%

#11. Temasek Holdings (Private) Ltd | AUM 13F

Track the AUM, funds, and holdings for Temasek Holdings (Private) Ltd over time. View the latest funds and 13F holdings. Compare against similar firms.

#12. Temasek Holdings's Stock Holdings & 13F Form - StockScan

According to the 2020-11-16 13F filing, Temasek Holdings is holding BLK, PYPL, BABA, BILL, and INFO.

#13. Temasek cuts losses in Chinese education stocks, trims ...

Temasek Holdings cut its losses on Chinese education and technology ... Temasek's 13F filing on Monday listed investments in at least nine ...

#14. Temasek Holdings (Private) Ltd Q1 2017 13F Top Holdings

Issuer Name Class CUSIP Value ($000) % Sh... ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,827,457 29% 35... LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 3,721,112 28% 65... GILEAD SCIENCES INC COM 375558103 981,051 7.3% 14...

#15. Temasek Holdings 13F filings and top holdings and stakes

Company (Ticker) Portfolio Weight Valued At Share Count Share Price BlackRock (BLK) 14.9 $4.3B 5.1M 838.66 Paypal Holdings (PYPL) 8.7 $2.5B 9.5M 260.21 Bill Com Holdings Ord (BILL) 5.2 $1.5B 5.6M 266.95

#16. Temasek Sells Off Chinese Tech Stocks Amid Crackdown by ...

Temasek cut 16% of its stake in e-commerce giant Alibaba and 11% of its shares in ride-hailing service Didi, according to a 13F filing for ...

#17. Temasek cuts losses in Chinese education stocks, trims ... - MSN

Temasek Holdings cut its losses on Chinese education and technology stocks ... up positions in them in the second quarter, according to its 13F.

#18. Temasek Holdings History and 13F Data | Docoh

All portfolio holdings data from 13-F SEC filings. Holding trends. Portfolio value (*long positions only).

#19. GIC Private Ltd | AUM 13F-藝術貼文懶人包-2021年12月

您即將離開本站，並前往GIC Private Ltd | AUM 13F · 確認離開返回上頁. 常見GIC aum問答. GIC (Realty) Private Limitedgic集團GIC Annual ReportGIC TemasekGIC Pte ...

#20. Temasek sells off Chinese tech stocks ... - The Straits Times

Temasek cut 16 per cent of its stake in e-commerce giant Alibaba and 11 per cent of its shares in ride-hailing service Didi, according to a 13F ...

#21. Temasek Holdings (private) Ltd - GuruFocus

Summarized information regarding TEMASEK HOLDINGS (PRIVATE) LTD. ... The SEC filings include form 13F, 13D/G, Form4 and N-PORT.

#22. 淡马锡首季减持阿里巴巴股权 - 一带一路

根据淡马锡提交给美国证券交易委员会的最新13F季度报告，它在第一季卖出11万零180股 ... 阿里巴巴今年第一季遭中国监管当局重罚，淡马锡控股（Temasek ...

#23. Temasek keluar dari saham pendidikan China dan ...

Sekadar informasi, pengajuan 13F adalah laporan triwulanan yang diajukan, menurut peraturan Komisi Sekuritas dan Bursa Amerika Serikat untuk ...

#24. Singapore's Temasek Buys Stake Worth $3.5 Billion in ...

Temasek added 5.95 million shares in the second quarter, according to its 13F filings Friday with the U.S. Securities and Exchange ...

#25. Singapore's Temasek cuts losses in Chinese education stocks ...

Temasek's 13F filing on Monday listed investments in at least nine Chinese companies. In other third-quarter portfolio tweaks, ...

#26. Some hedge funds may have lost millions on bets on China's ...

... to U.S. 13F filings compiled by industry tracker Symmetric. ... Singapore's state fund Temasek reduced its position in Didi by 3.6 ...

#27. Singapore's Temasek Hit By Bet On China Tech Firms - SME ...

If you look at the Temasek Investment 13F filings released on Monday (Aug 16), you could see that Temasek has been buying up Chinese shares ...

#28. [公告] Temasek 警告一次- 看板TY_Research - 批踢踢實業坊

文章代碼(AID): #1XFTxf6X (TY_Research) 推Temasek : 淹韭菜讚! 09/13 20:12 推文詛咒災情， ... 標題[公告] Temasek 警告一次 ... A.13F.html.

#29. Temasek adds Airbnb, Didi, New Oriental and Flywire stakes ...

Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), ... (EDU) and Flywire (FLYW) during Q2, according to its latest 13F.

#30. Temasek Holdings 13F Shows Cut Stake In NIO, Inc. From

Temasek Holdings 13F Shows Cut Stake In NIO, Inc. From ~41.47M Shares To ~13.98M Shares ... Share: This headline-only article is meant to show you ...

#31. Temasek, Tiger Global, others took big stakes in Didi just ...

Temasek also upped its stake in TAL Education Group and took a stake ... The “13F” filings that hedge funds are required to file quarterly ...

#32. Temasek Cuts Stake in Alibaba After Rally, Adds Gilead ...

Temasek Holdings sold shares in Alibaba Group Holding in the ... more than $100 million in equities must file a Form 13F with the SEC within ...

#33. REFILE-Major hedge funds took stakes in Didi before probe ...

Singapore's state fund Temasek bought 33 million American ... The “13F” filings that hedge funds are required to file quarterly with the ...

#34. Temasek cut stake in Alibaba in third quarter, filing shows - Mint

Temasek sold 14.5 million American depositary receipts, ... must file a Form 13F with the SEC within 45 days of the end of each quarter to ...

#35. Temasek Holdings (Private) Ltd - Research & Replicate ...

Temasek Holdings (Private) Ltd is based out of SINGAPORE, U0. Their last reported 13F filing for 2020-09-30 included $19,698,148,000 in managed 13F securities ...

#36. SEC注册机构持仓(13F-HR) - 见微数据

贝莱德(BlackRock Inc.) 淡马锡(Temasek Holdings (Private) Ltd). 潘兴广场(Pershing Square Capital Management, ...

#37. SoftBank Just Announced It Lost US$54 billion on its Chinese ...

Alibaba stock, in which Temasek held a 1% position, is down by 29% while Tencent (not included in the 13F) has fallen by 24% from its 31 March ...

#38. Temasek bet on Chinese tech firms just before share collapse

While 13F filings provide a snapshot of an investor's holdings, Temasek may have trimmed its stake in these companies since June 30 and ...

#39. TEMASEK HOLDINGS PRIVATE LTD Institutional Portfolio

TEMASEK HOLDINGS (PRIVATE) LTD. 60B ORCHARD ROAD #06-18 TOWER 2, SINGAPORE, , 238891, (656) 828-6828. Report last updated Sep 30, 2021 ...

#40. Temasek Holdings Private Ltd Ownership In Ddog Datadog Inc

Temasek holdings (private) ltd ownership in ddog / datadog inc portfolio aum (13f 13g) institutional class a stock reports 1 47% decrease dvmt dell.

#41. Temasek cut stake in Alibaba in third quarter, filing shows

Singapore: Temasek Holdings Pte pared its investment in Alibaba Group Holding ... than $100 million in equities must file a Form 13F with the SEC within 45 ...

#42. temasek holdings stock - Rg Ambiental

Link to 13F filings: SEC filings, See Summary: Temasek Holdings Private Ltd ... Temasek stocks portfolio also affect about 15% of STI index ...

#43. Singapore's Temasek Buys Stake Worth $3.5 Billion in ... - BNN

Temasek added 5.95 million shares in the second quarter, according to its 13F filings Friday with the U.S. Securities and Exchange ...

#44. 「美股風向球」13F持倉報告出爐！女股神的「方舟投資」重押 ...

「美股風向球」13F持倉報告出爐，女股神凱薩琳· 伍德（Catherine Wood） ... 國家主權基金──淡馬錫控股（Temasek Holdings）、亞洲最大私募基金── ...

#45. Temasek walked into market minefield last quarter with new ...

Temasek's 13F filing outlined 99 companies with a market value of US$34.3 billion at the end of June, an increase of US$8.8 billion from March 31.

#46. Top Moderna Shareholders - Investopedia

Flagship Pioneering owns 30.9 million shares of Moderna, representing 7.7% of total shares outstanding, according to the company's 13F ...

#47. Temasek 13F past 3Q changes in quarterly holdings - Trading ...

TEMASEK HOLDINGS OVER PAST 3Q. Blue words are all cloud plays(DDOG / FSLY / VRT / VMW / BILL) & all new adds this quarter.

#48. Temasek Holdings Profile - StreetInsider.com

http://www.temasekholdings.com.sg/Temasek Holdings is an Asian investment firm ... Form 13F-NT Temasek Capital (Private For: Sep 30 Nov 15, 2021 06:39AM.

#49. Temasek takes new position in Roblox, trims BABA - Moomoo

Temasek Holdings (private) LTD is based out of Singapore. Their last reported 13F filing for Q1 2021 included $25,524,283,000 in managed 13F ...

#50. India: U.S. Investment Skyrocketing, Modi Takes Credit | Barron's

See our posts India Lifts Foreign Bond Buying Obstacles: Oh Ganesh!, India's Icici Bank, China's Alibaba Attract Singapore's Temasek: 13F ...

#51. 13F-21年Q3淡马锡、高瓴、富国银行、老虎环球、摩根士丹利

13F -21年Q3淡马锡、高瓴、富国银行、老虎环球、摩根士丹利、瑞银集团、资本世界. 1 个月前· 来自专栏匠心-13F机构持仓报告追踪 ... 淡马锡(Temasek) ...

#52. 2020Q4大賣空主角以及新加坡淡馬錫控股公司13F持倉報告更新

2020Q4大賣空主角以及新加坡淡馬錫控股公司13F持倉報告更新 ... 新加坡財政部100%全資控制的「淡馬錫控股公司」（Temasek Holdings），號稱該國「最 ...

#53. Temasek exits BankAm, hikes China exposure - The ...

A Form 13F filing to the US Securities and Exchange Commission from Temasek indicates that the fund no longer held shares in Bank of America ...

#54. SEC's Proposal to Raise 13F Threshold Stifles Transparency ...

The SEC's proposal raise the 13F reporting threshold to a level “that ... funding rounds from Singapore sovereign wealth fund Temasek.

#55. Our Portfolio - Temasek

We are owners of our portfolio, working to deliver long term sustainable value to our stakeholders and making a difference in what we do.

#56. Paradise mall map

Paradise Dynasty at Suntec City Mall 3 Temasek Boulevard Suntec City Mall #B1-110 Singapore 038983 Tel: +65 6336 4048 Business Hours Mon to Fri 11.

#57. Turmoil in U.S. Credit Markets: Examining the U.S. ...

viser that failed to file Form 13F reports for a period of five years.1 This ... including the following : • Norges Bank ( Norway ) • Temasek Capital ...

#58. Temasek Holdings - Wikipedia

Temasek Holdings (Private) Limited or simply Temasek, is a Singaporean holding company, owned by the Government of Singapore. Incorporated on 25 June 1974 ...

#59. Singapore expanding its stake in overseas Chinese E ...

Rather, both Singapore sovereign wealth funds, GIC and Temasek, invested. USD 500 m each in shares of Alibaba, China's biggest E-commerce player.

#60. Temasek 2.7% 231025 - Singapore Exchange (SGX)

Issuer Name, Temasek Financial (IV) Private Limited. Security Name, TEMASEK S$500M 2.7% B 231025. SGX Stock Code, TEKB. CDP Name, TEMASEKB231025.

#61. Sovereign Investment: Concerns and Policy Reactions

... national security and foreign government ownership, 215–17t SWFs in, 13f, 27t, ... (GIC); Temasek; Temasek Holdings Singapore Telecommunications Ltd., ...

#62. Crisis as Catalyst: Asia's Dynamic Political Economy

... 191 , 237 Telekom Malaysia , 245 Temasek , 86 , 87 Tenaga Nasional Berhad ... 287t Gini coefficient , 97t gross capital formation , 13f , 211 gross ...

#63. Investing in SWFs: The Road to Pan-Asia - Google 圖書結果

The 13F HR confirms, too, the CIC's status as a passive investor; ... The CIC and Singapore's Temasek each agreed to buy USD50 million of stock in ...

#64. Singapore, the Energy Economy: From The First Refinery To ...

... potential problems 211-13f, shortcomings 221-2', Singapore's initiatives 207-9 ... Arthur 153-4 Tan, David 210, 211 Temasek Holdings 37, 84, 85, 114, ...

#65. Finance Essentials: The Practitioners’ Guide

According to the 13F filings that institutional investors are required to ... Investment Portfolio 173 1998 Noncommodity Singapore Temasek Holdings 134 1974 ...

#66. About Us - ABC World Asia

... career spanned over 25 years of professional experience in the finance industry, of which 14 were dedicated to Investment / Private Equity at Temasek.