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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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Yoma has breached its two-year downtrend line with volume expansion (2 Jun 24)

Yoma has breached its two-year downtrend line with volume expansion (2 Jun 24) 1683 840 Ernest Lim's Investing Blog

Dear all, Among the numerous write-ups which I regularly sent to my clients; I have previously done a short write-up on Yoma Strategic Holdings Ltd on 23 Apr 2024. It…

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Margin account – why I started using margin account last couple of months (12 Dec 23)

Margin account – why I started using margin account last couple of months (12 Dec 23) 1192 557 Ernest Lim's Investing Blog

Dear all With reference to my market write-ugp dated 23 Oct (click HERE), where I mentioned that I was buying on dips and was judiciously using leverage via my newly…

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Markets hit by selling pressure. Is it time to BUY? (23 Oct 23)

Markets hit by selling pressure. Is it time to BUY? (23 Oct 23) 1228 584 Ernest Lim's Investing Blog

Dear all It has been some time since I last wrote an article on market outlook. I have been extremely busy for the past three months where I have been…

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Alibaba trades at single digit forward PE; net cash with earnings growth. What gives?! (11 Oct 23)

Alibaba trades at single digit forward PE; net cash with earnings growth. What gives?! (11 Oct 23) 1023 828 Ernest Lim's Investing Blog

Dear all Alibaba, since hitting a post-result intraday high of HKD97.95 on 11 Aug, it has slumped 14.9% to close HKD83.40 on 10 Oct. At HKD83.40, Alibaba trades at 9.3x…

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Civmec – poised for a potential breakout above flag formation! (10 Sep 23)

Civmec – poised for a potential breakout above flag formation! (10 Sep 23) 1028 397 Ernest Lim's Investing Blog

Dear all With reference to my technical write-up on Boustead Singapore dated 23 Jun (click HERE), I pointed out that Boustead Singapore seems to be poised for a bullish breakout.…

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CDL Hospitality trades at multi-month low levels $1.03 despite strong 2H outlook! (3 Sep 23)

CDL Hospitality trades at multi-month low levels $1.03 despite strong 2H outlook! (3 Sep 23) 1018 647 Ernest Lim's Investing Blog

Dear all CDL Hospitality Trust (CDREIT) has caught my attention after slumping from $1.19 on 31 Jul to close $1.03 on 31 Aug. After taking into account of $0.0251 dividend…

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Genting Singapore, touted as a recovery play, trades near eight-month low price! (5 Aug 23)

Genting Singapore, touted as a recovery play, trades near eight-month low price! (5 Aug 23) 1027 760 Ernest Lim's Investing Blog

Dear all Recently, Genting Singapore, a supposedly recovery play, closed at a near eight-month low price. It caught my attention especially after Las Vegas Sands (LVS) reported results on 19…

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Sasseur Reit – Three analyst initiations in less than 2 months! What gives (25 Jul 23)

Sasseur Reit – Three analyst initiations in less than 2 months! What gives (25 Jul 23) 1019 464 Ernest Lim's Investing Blog

Dear all Two weeks ago, I mentioned that some reits’ charts (click HERE) have caught my attention. On a fundamental basis, besides Lendlease Reit (Click HERE for my key takeaway…

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Two charts – Lendlease Reit and Manulife US Reit caught my attention (11 Jul 23)

Two charts – Lendlease Reit and Manulife US Reit caught my attention (11 Jul 23) 1027 508 Ernest Lim's Investing Blog

Dear all, Based on my personal reading, since a couple of months ago, investor interest seems to be gradually rotating back into the reit sector. Several reits have caught my…

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