2020 is the year of COVID-19, a year of uncertainty, and changes happening at a fast pace. It offers several interesting lessons for me. Portfolio Performance My portfolio returned 55.96%. With a bit of luck, I managed to turn it around after that disastrous first half of 2020. At one point I was down 25%. … Continue reading 2020 Review, Lessons Learnt, What I’m looking out for in 2021
Why It’s Time to Invest in China
Here I explore a few reasons why I decided to turn my attention to the East and start my investment journey in the China market.
Why is Long Term Investing Not Easy?
Long term investing is not easy. Investors are often excited about the magic of long-term holdings and the ease of multiplying their returns. However, why is it not easy to achieve with such a proven investment strategy?
How Same Store Sales Affect a Company’s Profits
Using Sheng Siong as a Case Study, I will be going through the concept of “Same Store Sales” and how it affects a company's profits
Boustead SG (SGX:F9D) – Share Price Undervalued on SOTP Basis
On a SOTP basis, Boustead is undervalued with fair value at $1.45 per share, an upside of 85% from current levels. Investors who own the stock in the long run should do quite well.
Are We Approaching a Market Bubble?
Post-covid stocks are on fire after vaccines news came out one by one. When I see such greed in the markets, I start to fear that we may be approaching a market bubble.
JF Technology Berhad (KLSE:0146) – New Start, New Growth
JF Technology Berhad is set for explosive growth. Having Huawei as a strategic partner bodes well for the company as they will be able to gain access into the China market. The increasing demand for semiconductor chips is also positive for their business.
China Grocery E-Commerce – The Fresh Food Wars
China's grocery e-commerce was one of the business segments that saw strong demand during the Covid-19 outbreak. I will be exploring why grocery e-commerce is so exceedingly popular in China, how the landscape has evolved and what are the challenges in this industry.
Alibaba Group – 2Q21 Financial Results Analysis
Alibaba Group announced their financial results for 2Q21 on 5 November 2020. After looking through their financial reports, here are some of the key points.
Why you should not invest in DBS, OCBC and UOB
Banks are a cash cow and will remain a cash cow in the next 5 years. I feel that the banks will continue to give strong dividends even in this crisis and the years to come. However, I question the ability of the banks to grow in Singapore and the future of it.
Ant Group’s Listing Suspension – Implications
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.