Investing

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S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now?
S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now? 1600 1018 Ernest Lim's Investing Blog

It’s been a few months since my last blog update – but rest assured, it hasn’t been quiet on my end. I’ve been actively engaging in one-on-one meetings with C-suite executives from listed companies to gain deeper insights into their business models, growth strategies, and outlook.

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Marco Polo Marine – sailing on smoother seas ahead (5 Feb 25)
Marco Polo Marine – sailing on smoother seas ahead (5 Feb 25) 694 270 Ernest Lim's Investing Blog

Dear all, Marco Polo Marine (MPM) has caught my attention. It closed at $0.055 on 5 Feb 2025. Read on as I outline the reasons that it has caught my…

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First Reit – 1st healthcare reit listed on SGX (11 Nov 24)
First Reit – 1st healthcare reit listed on SGX (11 Nov 24) 1234 690 Ernest Lim's Investing Blog

Dear all I am sure everybody here is familiar with Parkway Life Reit. It owns 64 properties located in the Asia Pacific region, with a total portfolio size of approximately…

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HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)
HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24) 1884 946 Ernest Lim's Investing Blog

Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out.…

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SingPost – Likely strong earnings growth this financial year! (30 Jun 24)
SingPost – Likely strong earnings growth this financial year! (30 Jun 24) 950 395 Ernest Lim's Investing Blog

Dear all Singapore Post Limited (SingPost) is one of CGSI’s three value picks with re-rating potential in their Singapore Strategy report dated 8 May 2024. I have the privilege of…

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Frasers Property Limited – large market cap stock trading at rock bottom valuations! (16 Jun 24)
Frasers Property Limited – large market cap stock trading at rock bottom valuations! (16 Jun 24) 715 148 Ernest Lim's Investing Blog

Dear all The past few weeks have been extremely busy from MSCI index rebalancing (where there are lots of opportunities to capitalise on); to 1-1 meetings and a site visit…

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