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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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Sing Medical – Trades at a 13-month low price despite posting record 1HFY21 results (3 Feb 22)

Sing Medical – Trades at a 13-month low price despite posting record 1HFY21 results (3 Feb 22) 959 680 Ernest Lim's Investing Blog

Dear all On 29 Dec 2020, I have published a write-up on Sing Medical (“SMG”) where I outlined that the risk reward on SMG seems favourable at $0.315, given a…

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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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Koda – Clear beneficiary of the surge in home furnishing spending trend (1 Jun 21)

Koda – Clear beneficiary of the surge in home furnishing spending trend (1 Jun 21) 1586 456 Ernest Lim's Investing Blog

Since 20 Aug 2020, Avarga has more than doubled from $0.146 to close $0.305 on 1 Jun 2021. Avarga’s strength is likely attributed to its 69.7% stake in Taiga (Taiga…

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Riverstone – Is the recent 32% decline justified? (12 Sep 2020)

Riverstone – Is the recent 32% decline justified? (12 Sep 2020) 736 530 Ernest Lim's Investing Blog

Riverstone recently caught my attention. It has tumbled approximately 32% from an intraday high of $4.90 on 7 Aug 2020 to close $3.33 on 11 Sep 2020. One client even…

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