market

Tianjin Pharma – A potential undervalued company, net cash; rides on favourable tailwinds (24 Dec 22)

Tianjin Pharma – A potential undervalued company, net cash; rides on favourable tailwinds (24 Dec 22) 1858 943 Ernest Lim's Investing Blog

Dear all Last Friday, personal protection equipment (“PPE”) and glovemakers rallied as much as 3% – 36% in a single day (See Table 1 below). This outperformance may be attributed…

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Sep – Historically a weak month for equities. Buy, hold or sell? (6 Sep 2022)

Sep – Historically a weak month for equities. Buy, hold or sell? (6 Sep 2022) 1065 293 Ernest Lim's Investing Blog

Dear all, After touching an intraday high 4,325 on 16 Aug 22, S&P500 has slid 401 points, or -9.3% to 3,924 on 2 Sep. Hang Seng has slid to around…

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Are REITs just for retirees? (2 Aug 22)

Are REITs just for retirees? (2 Aug 22) 1024 600 Ernest Lim's Investing Blog

Dear all I am reproducing this article in its entirety. This article first ran on Manulife US REIT’s thought leadership column, Viewpoints, which publishes regular content on the U.S. economy and the office…

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Alert! Comfort Delgro – Multi-month base building & challenges key resistance – Looks bullish (6 Aug 22)

Alert! Comfort Delgro – Multi-month base building & challenges key resistance – Looks bullish (6 Aug 22) 861 269 Ernest Lim's Investing Blog

Dear Readers, As you are aware, I usually will do a stock screening using Bloomberg at the start of each month. In the screening, Comfort Delgro (“CD”) pops out on…

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What are reits? (25 Jul 22)

What are reits? (25 Jul 22) 1280 1600 Ernest Lim's Investing Blog

Dear all I am reproducing this article in its entirety. This article first ran on Manulife US REIT’s thought leadership column, Viewpoints, which publishes regular content on the U.S. economy and…

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

Markets – market opportunities may materialise in the next few weeks (3 Jul 2022) 1136 293 Ernest Lim's Investing Blog

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…

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Markets – possible technical rebound in the near term but likely short lived (26 May 2022)

Markets – possible technical rebound in the near term but likely short lived (26 May 2022) 705 421 Ernest Lim's Investing Blog

Dear all I have been extremely busy with work, hence the dearth of articles on my blog. Dow has closed lower for the eighth consecutive week. This marks the longest…

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Aztech looks interesting – lowest forward PE among SG tech stocks with a 5.6% estimated dividend yield! (16 Apr 22)

Aztech looks interesting – lowest forward PE among SG tech stocks with a 5.6% estimated dividend yield! (16 Apr 22) 729 435 Ernest Lim's Investing Blog

Dear all This week, Aztech has caught my attention amid rising volume with its 1QFY22F business update just around the corner. It has fallen approximately 39% from an intraday high…

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Markets – diverging signs from technicals and fundamentals. What should we do? (4 Apr 2022)

Markets – diverging signs from technicals and fundamentals. What should we do? (4 Apr 2022) 913 295 Ernest Lim's Investing Blog

Dear all March has been a roller coaster month. Hong Kong market, represented by Hang Seng index touched multi-year lows around 14-15 Mar and has rebounded approximately 21% from the…

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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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