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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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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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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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  • 68 Comments

Raffles Medical – Potential trading play as its results are just around the corner (20 Feb 23)
Raffles Medical – Potential trading play as its results are just around the corner (20 Feb 23) 1031 608 Ernest Lim's Investing Blog

Dear all, Raffles Medical caught my attention recently as CLSA raised its target price from $1.70 to $1.92 on 8 Feb 23. $1.92 is a street high target with most…

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Markets may continue to be volatile but also present valuable opportunities ahead (6 Mar 2022)
Markets may continue to be volatile but also present valuable opportunities ahead (6 Mar 2022) 869 293 Ernest Lim's Investing Blog

Dear all We are two months into 2022. How is your portfolio doing? With reference to my writeup (click HERE) published on 17 Feb 2022, I mentioned that STI is…

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STI – having closed at a record YTD high, will it continue higher? (7 Nov 2021)
STI – having closed at a record YTD high, will it continue higher? (7 Nov 2021) 1339 367 Ernest Lim's Investing Blog

Dear all With reference to my market outlook published on 3 Oct (see HERE) citing opportunities in our Singapore market, STI has soared 191 points, or 6.3% from 3,051 on…

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  • 27 Comments

STI at 3,051 – Presents some attractive opportunities (3 Oct 2021)
STI at 3,051 – Presents some attractive opportunities (3 Oct 2021) 1082 367 Ernest Lim's Investing Blog

Dear all With reference to my market outlook published on National Day (see HERE), both STI and Hang Seng have hit their highs on 10 Aug and 11 Aug respectively…

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  • 2 Comments

S&P500 closed at record high! What should we do? Buy or sell? (9 Aug 2021)
S&P500 closed at record high! What should we do? Buy or sell? (9 Aug 2021) 1118 367 Ernest Lim's Investing Blog

Dear all S&P500 has clocked its sixth consecutive month of gains in July 2021. This is the longest stretch since 2018. Furthermore, S&P500 has touched a record high to close at…

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China Aoyuan – a potential value play? (15 Jun 21)
China Aoyuan – a potential value play? (15 Jun 21) 736 529 Ernest Lim's Investing Blog

Dear all Against the backdrop of rising inflation, some market strategists have recommended “additional urgency” to rotate from technology plays to “old economy value stocks” to hedge against potential inflation…

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Thai Bev may be ripe for a bounce; BeerCo IPO potential near term catalyst (29 Mar 21)
Thai Bev may be ripe for a bounce; BeerCo IPO potential near term catalyst (29 Mar 21) 736 530 Ernest Lim's Investing Blog

Thai Bev has slumped 14% from an intraday high of $0.850 on 8 Feb to close $0.735 on 29 Mar 21. It is looking interesting again as it hovers around…

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