Ernest Lim's investing blog

Unique insights into SGX small caps

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Chart 1_S&P500 chart 26 Feb 23

U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23)

el15

Dear all With reference to my writeup published on 30 Jan 2023 (click HERE), where I mentioned I would be cautious in the overall markets, especially after a sharp run up, US stocks have dropped consecutively for the in the past three weeks. Dow has fallen consecutively for the past three weeks and logged its sharpest 1,010 points or 3.0% last week.   So, what is next for our markets? Do we buy, hold or sell? Just to highlight, the below is a sample of a brief stock alert or / and observation which I typically send to my clients […]

Fig 4_Wilmar average analyst target

3 stocks, Comfort Delgro, Thai Bev and Wilmar trade at attractive valuations (11 Oct 22)

el15

Dear all Yesterday, Comfort Delgro, Thai Bev and Wilmar closed at $1.25; $0.565 and $3.64 respectively. Personally, they look interesting on several aspects. At $1.25, Comfort Delgro trades at levels last seen in 2011 and 2009! At $0.565, Thai Bev sits on a long term uptrend line established since 2009! At $3.64, Wilmar trades at approximately 2.2x and 3.0x standard deviations below its 10Y average PE and P/BV of around 13.8x and 1.1x respectively! Read on for more.   *Comfort Delgro* I have previously published a write-up on Comfort Delgro. Readers can refer to my write-up HERE for more information […]

Table 1_Top ten stocks sorted by total potential return 30 Jun 22

Markets – market opportunities may materialise in the next few weeks (3 Jul 2022)

el15

Dear all, I have been extremely busy with work. In my line of work (i.e., stock broking), we may have numerous trading ideas but we always face severe time constraints every day. My clients can attest to the numerous messages and information which I send out daily (Nevertheless, I do remind clients to exercise their due diligence on such information which I send as they are general in nature and may not be suitable to one’s specific risk profile etc.) For my readers, thanks for the patience and for viewing my blog which unfortunately, is not updated as frequently as […]