Dear all On 5 Apr, I have posted a write-up (click HERE) on the potential actions that clients can consider to do for their portfolios. Clients and readers who have…
read moreHPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)
Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out.…
read moreDear all Recently, Genting Singapore, a supposedly recovery play, closed at a near eight-month low price. It caught my attention especially after Las Vegas Sands (LVS) reported results on 19…
read moreDear 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…
read moreDear all, Since 4 Oct 2022, SGX has fallen for 12 consecutive sessions, logging its longest losing streak since IPO in 2000! Over the past 12 sessions, SGX has lost…
read moreOn 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 moreDear all AEM has fallen 21% from an intraday high of $5.37 on 14 Dec 2021 to close $4.25 on 18 Feb 2022. What has happened in the last two…
read moreDear 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…
read moreDear 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…
read moreDear all Markets have been on a tear for the past five months. Since my write-up published on 1 Nov 2020, citing opportunities in our Singapore market (click HERE for…
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