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…
read moreDear 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…
read moreDear 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…
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 moreDear 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 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, 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…
read moreDear all, Happy National Day! How has your portfolio been year to date? With reference to my writeup published on 3 Jul 2022 (click HERE), I mentioned that there are…
read moreDear 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…
read moreDear 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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