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 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.
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.
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
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.
Avarga Ltd (SGX:U09) is set to benefit from the huge spike in lumber price. Avarga Ltd is an investment holding company and its crown jewel is Taiga Building Products Ltd, a wholesale distributor of building materials in North America. Increase in homebuilding and renovation demand, combined with production cuts due to Covid-19, has caused lumber … Continue reading Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Powermatic Data (SGX:BCY) just released their long awaited full year results after a 2-month time extension filed with SGX RegCo. Since Feb 2020, the Group released updates on their operations in Suzhou. In a nutshell, operations were halted on 3 Feb 2020 due to mandatory closure under the directive of the local government and has … Continue reading Powermatic Data (SGX:BCY) – Still Picking Up The Cash Flow
Nordic Group Limited (SGX:MR7) is a global solutions provider in areas of System Integration, Maintenance, Repair, Overhaul & Trading, Precision Engineering, Scaffolding, Insulation Services and Petrochemical & Environmental Engineering Services. In 2020, they are hit by a number of issues relating to Covid-19 such as the extended closures of the Group's operations in China and … Continue reading Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
I started working from home this week, after my government finally issued the circuit breaker and stopped all non-essential business. For someone like me who is in the construction industry, working from home is near impossible. I mean, no work on site equals no progress and therefore no revenue. Furthermore, there is only so much … Continue reading Half Will Be Wrong, The Other Half Lucky
Contango is a situation where the futures price of a commodity is higher than the spot price. Brent and U.S. crude contracts were deep into contango as oil prices lost as much as a third of their value after Saudi Arabia signalled it would hike output to win market share. The Oil Sell-off Fears of … Continue reading Oil Contango