Financial Circle · Huiyan Fund Twenty -first issue
Author: Golden Lord just wants to copy homework
What is the Southeast Asia Technology Index?
The formal name of the Southeast Asia Technology Index is the New Southern South Asian Technology Index of the New Stock Exchange.This index is the performance of the 30 technology companies in Singapore’s exchanges to track the 30th technology companies in Southeast Asia and emerging Asian markets, including information technology, software consulting, automobile manufacturing, electronic component manufacturing, retail and media services.
What are the ingredients?
The scope of stock selection of the index includes technology companies in India, Singapore, Indonesia, Thailand, Vietnam and Malaysia, and select the top 30 free market value.
The index industry is mainly based on electronic device manufacturing, software and consulting and Internet consumption.It can be seen that the most "popular" industry in Southeast Asia and India is manufacturing and the Internet.Is there a sense of fate of Southeast Asia that is walking in India’s "coming time"Pune Stock?
Data source: Southern East British, New Stock Exchange, Wind, the weight of the ETF component of Pan -southern South Asia, as of 2024.2.22
As of February 23, the index’s latest P / E ratio (PE-TTM) was about 27 times.
Comparing the science and technology indexes of the United States, Hong Kong and A shares horizontally, the valuation level of the Pan -South -South Asian technology index is currently reasonable, not an underestimation, but it is not high.From the perspective of valuation, the cost performance is average.
Data source: Organize data according to Wind, New Stock Exchange data
How is the index performance?
From the perspective of the trend of the Pan -Southern South Asian technology index, Southeast Asia’s technology stocks have gone through a wave of explosive sex in 2020. There should be many investors who have noticed stock investment in Southeast Asia at that time.
However, it is not difficult to find from the index trending map belowHyderabad Wealth Management. In fact, in the past two years, the performance of Southeast Asian technology stocks is dominated by the horizontal vibration, and it has not made further breakthroughs.In the past year, the index has increased by 2%.
Data source: New Stock Exchange, as of 2024.2.23Kanpur Wealth Management
Why is Southeast Asia Technology?
● Great economic growth potential in Southeast Asia
Choosing to invest in Southeast Asian technology stocks, investors largely pay for the economic growth potential of Southeast Asia.
Data source: New Stock Exchange
So far, the world has completed the transfer of four industrial chains, and the Pan -Southern Asian region is the stage of the fifth global industrial chain transfer.In recent years, Southeast Asia is accelerating its "world factory", and Southeast Asian countries plus India’s total GDP has become the third largest economy in the world.
The economy is good, the people are rich, and the development of technology and the Internet is logically on the fast track.According to Statista, the compound annual growth rate of the Internet economy market in Southeast Asia from 2022-2025 was 19.4%.
● Internet submerged passenger space is large
The population of Pan -south Asia is quite considerable, and there are many young people, providing a lot of potential customers for the Internet.According to the collation of Xingye Securities, from 2019-2022, Internet users in Southeast Asia increased by 100 million, and the momentum was rapid. In addition, India still had a population of about 700 million.
There are money and someone, the growth space of pan -southern South Asia’s technology stocks is not bad.
Is it worth buying now?
In terms of investment cost -effective, Pan -south Asia Technology and Nasda Index are both overseas investment in technology stocks. In contrast, the Nasda Pharma has performed better recently, and the innovative capabilities and performance of listed companies are more competitive globally.
If you say that you have a lot of money and want to try something new, the Guanxian South Asian technology index has growth potential and valuations are not high, you can also see it.But if you choose only one variety overseas, then I personally be more optimistic about Nasdaq.
In addition to the Naqi index 100 and the Southeast Asian technology index, today (February 28) also has a very eye -catching performance -the S & P biotechnology ETF has risen by more than 6%, which is worthy of attention!
Jaipur Stock
