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updated 18th August 2008  

N.B. Above Chart is abstracted from NextView Program

Last week we said that, "Well, there certainly had a disparity between Asia stock markets and USA market. With Dow Jones continued to show sign of improvement, Asia markets had tumbling down last week. The sell down was accelerated on Friday, after investors disappointed that China did not support the stock market during Olympic time. On one hand, it could be interpreted that funds were selling Asia and bought USA market, on the other hand the tumbling on crude oil, commodities and the strengthen in US$, could be the main reasons that caused the sell down in Asia and the rallied in USA market. So, what would happen next week? Will the sell Asia and buy USA continue OR will Asia finally agree with US market and start to rally soon? I believe this rally in USA market is still a counter rally in nature and is likely to stop between 12200- 12000 level. Another sell down may start by end of August. As for Asia market we could see some form of rally early next week, but do not expect a big one, cause most of the Asia indexes are not geared for big rally yet! We expect after some rally in early next week, markets are likely to face another sell down by end of the week.  The cause of sell down could be due to the release of July Retail Sales figures and weekly crude oil inventories data on Wednesday OR the release of CPI data on Thursday." Indeed we were right! Dow did make a strong rally last Monday but was quick to turn around and started to come down. It was only managed to pull back some by end of the week. We also said that, "As for STI, I expect some rally early next week to challenge the 2900 level again, but again it will fail and drop by end of the week. The negative sentiment in China stocks will continue to rule the market and will affect STI in the coming week." Again we were right to the dot. STI did attempt to move up in the early part of the week, but was too weak to challenge the 2900 level and stayed negative in most of the week. So, what could happen next week, giving that the corporate result season is almost over, and that crude oil plus commodities had been tumbling in the past weeks? Will the market rally or we will see another big sell off?

The typical Summer time slow market has certainly started and look set to continue. While the weak crude oil and commodities price may fuel some more rally in USA stock market, the momentum seems to have slow down over the past one week and that the 12000 level may not be challenged in Dow before market turning down again! With corporate results announcement almost come to the end, the main focus next week will be crude oil and commodities movement. Giving that crude oil has been down for nearly two weeks there is a possibility that some sort of rebound may occur and that will give pressure to the stock market. We believe Dow Jones Industrial is about to turn down soon and a break below 11450 will accelerate the sell off, so do exercise cautious. Only a strong move above 11800 will raise hope that Dow will continue to rally and challenge the resistance at 12000. As for STI, I expect a small rally on Monday but will stay quite throughout the week with a likely chance of continue drifting lower to the support at 2745. I do hope that you had got out your long positions by now after my warning in the past two weeks. If you have not, you may need to lower down your expectation and consider cutting loss ahead of a potential big sell off in the coming weeks. Indeed we are now entering into a very difficult market, unless you are very sharp in your entry level, it is not easy to make money on short term trade. So, may be you want to scale down your trading positions and do act quick in your enter and exit strategy. As for medium term investors, my suggestion is to stay sideline and wait for good opportunity to come.
The following are the support and resistance to watch for Dow Jones, Hang Seng and Nikkei next week.

                       Dow Jones     Hang Seng     Nikkei
Resistance       11870            22300            13550
Support             11450            20570            12670

As for STI the resistances and supports are as follow:
Resistance:      2820, 2850, 2900, 2947, 3000
Support:            2780, 2745, 2700

Events To watch For The Coming Week:

  1. The movement in Dow Jones Industry and NASDAQ..
  2. The movement in currencies, oil and commodities price plus tension from Russia and Georgia.
  3. The economic data, Monday Housing start, Tuesday weekly jobless claims, Thursday Leading economic indicators for July.
  4. The continue of major report earnings. Tuesday Hewlett Packard.

The following are two possible wave counts on STI as at to-date:

  1. Preferred Count (60% probability)-- bullish count
    My preferred count calling for a top at 2502 (on 7/1/2000) as wave ((1)), it then follow by a two year sell off on wave ((2)) to 1197 (on 28/9/2001). The index had then entered into an  impulsive wave ((3)) that ended at 3906. We are now in the development of wave ((4)), of which we expect it to be a big triangle formation that take about one to two years to complete. The recent sell down is the first leg of wave ((4)), which will take a form of a-b-c and reaches the potential target of 2770, as the wave (a) of ((4)). The index will then continue to develop the (a)-(b)-(c)-(d)-(e) triangle formation.
     
  2. Alternate Count (40% probability)-- bearish count
    My alternate count calling for a top at 2502 (on 7/1/2000) as wave ((1)), it then follow by a two year sell off on wave ((2)) to 1197 (on 28/9/2001). The index had then entered into an  impulsive wave ((3)) that ended at 2666 in May 2006. The index had then entered into wave ((5)) that ended on 3906 in October'07. We are now in the downtrend bear market, which will last for a few years! Although this count remains as the least chance as compare to my preferred count. If the index breaks below 2776 convincingly on very high volume, the odd on bear market will significantly increase.

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