recession

3 stocks, Comfort Delgro, Thai Bev and Wilmar trade at attractive valuations (11 Oct 22)

3 stocks, Comfort Delgro, Thai Bev and Wilmar trade at attractive valuations (11 Oct 22) 629 598 Ernest Lim's Investing Blog

Dear all Yesterday, Comfort Delgro, Thai Bev and Wilmar closed at $1.25; $0.565 and $3.64 respectively. Personally, they look interesting on several aspects. At $1.25, Comfort Delgro trades at levels…

read more

Comfort Delgro drops back to pandemic lows! What gives? (30 Sep 22)

Comfort Delgro drops back to pandemic lows! What gives? (30 Sep 22) 1119 613 Ernest Lim's Investing Blog

On 1 Sep, it was announced that Comfort Delgro (“CD”) will drop out of STI after being first included in the STI on 28 Jul 2010. Subsequently, there was turmoil…

read more

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…

read more

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…

read more

STI is up 10.1% YTD; may face profit taking in the near-term (16 Feb 2022)

STI is up 10.1% YTD; may face profit taking in the near-term (16 Feb 2022) 883 293 Ernest Lim's Investing Blog

Dear all STI has been on a tear since the start of the year. With reference to my write-up published on 5 Jan 2022 (click HERE) citing that Asian indices…

read more

Navigating Depressions and Great Recessions (Real Estate Edition, 8 May 20)

Navigating Depressions and Great Recessions (Real Estate Edition, 8 May 20) 600 400 Ernest Lim's Investing Blog

This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the end of the article for more information on Raymond. We are…

read more

S&P500 at 2,979 – limited potential upside (8 Sep 19)

S&P500 at 2,979 – limited potential upside (8 Sep 19) 1474 729 Ernest Lim's Investing Blog

With reference to my earlier write-up (click HERE) titled “Why am I cautious going into July…”, July was coincidentally the peak for S&P500. Hang Seng touched an intraday high of…

read more

Why am i cautious going into July… (2 Jul 19)

Why am i cautious going into July… (2 Jul 19) 736 530 Ernest Lim's Investing Blog

Dear all, With reference to my market write-up published on 29 May 2019 (click HERE), where I mentioned that the sell-off in the markets revealed interesting trading opportunities, markets coincidentally…

read more

S&P500 logged its largest one day fall since Jan. Buy more, or head to the exit? (27 Mar 2019)

S&P500 logged its largest one day fall since Jan. Buy more, or head to the exit? (27 Mar 2019) 1474 682 Ernest Lim's Investing Blog

Dear readers, Last Fri, S&P500 logged its largest one day fall since 3 Jan 2019, due in part to the weak European PMI and the yield curve inversion between U.S.…

read more

S&P500 has slumped 13.7% in Dec, largest percentage fall since 1931! Has the bull market ended? (23 Dec 18)

S&P500 has slumped 13.7% in Dec, largest percentage fall since 1931! Has the bull market ended? (23 Dec 18) 1474 729 Ernest Lim's Investing Blog

Dear all After hitting an intra-day high of 2,941 on 21 Sep 2018, S&P500 has tumbled 17.9% or 525 points to close 2,416 on 21 Dec 2018. In fact, S&P500…

read more