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S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now?
S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now? 1600 1018 Ernest Lim's Investing Blog

It’s been a few months since my last blog update – but rest assured, it hasn’t been quiet on my end. I’ve been actively engaging in one-on-one meetings with C-suite executives from listed companies to gain deeper insights into their business models, growth strategies, and outlook.

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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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Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23)
Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23) 1049 525 Ernest Lim's Investing Blog

Dear all Lendlease Reit (“Lendlease”) caught my attention as according to consensus, it offers a potential dividend yield of around 7.1% in each of FY23F and FY24F (financial year ends…

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S&P500 hits the highest last seen in Aug 2022! Should we buy, hold or sell? (3 Jun 23)
S&P500 hits the highest last seen in Aug 2022! Should we buy, hold or sell? (3 Jun 23) 869 293 Ernest Lim's Investing Blog

Dear all First of all, apologies for the hiatus in posting new market outlook on my blog. I have been extremely busy for the past three months. My clients can…

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Nov has been a fantastic month for equities! What’s next? (3 Dec 22)
Nov has been a fantastic month for equities! What’s next? (3 Dec 22) 564 253 Ernest Lim's Investing Blog

Dear all With reference to my writeup published on 25 Oct (click HERE), where markets seem to be plagued with various negative news, I pointed out that Dow may have…

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Dow seems to have formed a bullish double bottom formation (25 Oct 2022)
Dow seems to have formed a bullish double bottom formation (25 Oct 2022) 589 586 Ernest Lim's Investing Blog

Dear all Talk to anyone and I guess at least 50% of them are shaking their heads. Some of their usual concerns are a) Anxieties on the economy and their…

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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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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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STI – Will it head for new YTD high after S&P500 clocked its 7th consecutive day of rally? (6 Jul 2021)
STI – Will it head for new YTD high after S&P500 clocked its 7th consecutive day of rally? (6 Jul 2021) 1331 367 Ernest Lim's Investing Blog

Dear all S&P500 and Nasdaq clinch fresh record highs last Friday with S&P500 clocking in seven consecutive days of gains in its longest winning streak since August 2020. Despite the…

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