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.
Author: themosspiglet
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.
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.
Moneyball Series Part 4 – Adapt or Die
Using Moneyball as a reference, I took a dive into why value investing has lost its lustre and how value investors can adapt or die.
Oceanus (SGX:579) – Making a Splash and Ready for Next Stage of Growth
Oceanus is showing long term growth potential and is on track to achieving its vision of creating a synergistic aquaculture ecosystem with a focus on food security and safety. This is my analysis of the company
Portfolio Update.. and is Value Investing Dead?
Portfolio update for 3Q2020