yield

Tianjin Pharma – A potential undervalued company, net cash; rides on favourable tailwinds (24 Dec 22)

Tianjin Pharma – A potential undervalued company, net cash; rides on favourable tailwinds (24 Dec 22) 1858 943 Ernest Lim's Investing Blog

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 more

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…

read more

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…

read more

SGX drops for 12th consecutive day, longest losing streak since IPO! (20 Oct 22)

SGX drops for 12th consecutive day, longest losing streak since IPO! (20 Oct 22) 1858 943 Ernest Lim's Investing Blog

Dear 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 more

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

Sep – Historically a weak month for equities. Buy, hold or sell? (6 Sep 2022)

Sep – Historically a weak month for equities. Buy, hold or sell? (6 Sep 2022) 1065 293 Ernest Lim's Investing Blog

Dear 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 more

Numerous trading opportunities as Singapore corporates report results (9 Aug 2022)

Numerous trading opportunities as Singapore corporates report results (9 Aug 2022) 869 293 Ernest Lim's Investing Blog

Dear 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 more

Alert! Comfort Delgro – Multi-month base building & challenges key resistance – Looks bullish (6 Aug 22)

Alert! Comfort Delgro – Multi-month base building & challenges key resistance – Looks bullish (6 Aug 22) 861 269 Ernest Lim's Investing Blog

Dear 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 more

What are reits? (25 Jul 22)

What are reits? (25 Jul 22) 1280 1600 Ernest Lim's Investing Blog

Dear 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…

read more