Hyphens Pharma: Singapore’s leading specialty pharma and consumer healthcare group Hyphens Pharma (Hyphens) is Singapore’s leading specialty pharmaceutical and consumer healthcare group. The company operates in three business segments: Specialty Pharma Principals which is the largest contributor of both revenue and earnings to the Group. The company boasts more than 30 products in its portfolio … Read more
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5 Outperforming Stocks to consider amid second wave outbreak As nations begin their arduous journey of progressively opening up their economies after more than 3 months of stringent stay-home measures as a result of COVID-19, we are facing a potential “second wave” of infection that might derail our return to normalcy. While many stocks have … Read more
JP Morgan recently came out with a Singapore Property sector report which I like to share some of the key salient points with everyone. You can find the PDF report at the end of this article. Following that, I will like to also share an article from Stuart Chng on whether to buy or not … Read more
1Q2020 Hedge Fund Letters Starting from 1Q2020, I look to compile some of the top hedge fund letters to shareholders which is an excellent place to source for new investing ideas from the best minds in investing. These letters are from the top Investment hedge funds, some of them the very best when it comes … Read more
Tiger Brokers Review Most of you might not have heard of Tiger Brokers, the new kid on the block when it comes to providing brokerage services here in Singapore. Tiger Brokers which usually lets you trade on the New York stock exchange has recently added SGX trading to its platform, finally allowing Singaporean investors access … Read more
I wrote about Sembcorp Industries and Sembcorp Marine demerging yesterday in the article below: Sembcorp Industries and Marine demerger: What you need to know and what to do In that article, I concluded that the news should be a positive one to Sembcorp Industries as the company can finally become a pure Utilities/Energy play which … Read more
Sembcorp Industries and Marine demerger The Sembcorp Group of companies finally announced that Sembcorp Industries and Sembcorp Marine will be demerged with the creation of two focused companies. There will be a proposed Sembcorp Marine Rights issue (SCM Issue) in conjunction with the demerger. I have written on both Sembcorp Marine and Sembcorp Industries several … Read more
FSMOne Singapore: Cheap but is it suitable for you? While FSMOne Singapore is one of the cheapest online brokerage platforms out there for Singapore retail investors, the FSMOne platform usage is not exactly intuitive, particularly when it comes to funding your account for regular savings plan (RSP) into ETFs, which I feel is one of … Read more
Singapore Growth Stocks In the last article, I highlighted 5 Singapore growth stocks that the street believes will see earnings growth continuing in 2020 despite the current COVID-19 health pandemic that will undoubtedly result in many more business closures in the months ahead. Out of the 5 stocks, we have 3 from the tech sector, … Read more
Singapore Growth Stocks for consideration The current COVID-19 health pandemic has pretty much “decimated” Singapore’s economy where the latest GDP growth forecast was estimated to be at -7.0% to -4.0% for 2020. We hear of many of our favorite restaurants potentially closing down for good, according to a survey done by Chope. Amid the current … Read more
Riverstone: A beneficiary of Covid-19 Riverstone has seen a strong appreciation in its share price in the past two months, appreciating from a low of S$0.68 back in March 2020 due to t the COVID-19 driven sell-off to a high of S$1.97 last week as the company’s stellar 1Q20 performance was well above the street’s … Read more
Can the portfolio sustainably achieve a 1.9% return? This is an updated post from the original article that was previously written back in Nov 2019. Since then, global interest rates have been slashed with a recent report from Bloomberg highlighting that Singapore could see negative rates creeping in soon. I also provide an update on … Read more
We all envision to retire with a steady stream of passive income. A carefully planned dividend investing strategy could be your major source of passive income. A newbie dividend investor might just “reach” for the highest yield while a seasoned dividend investor will know better than to fall for these “dividend traps”. I previously wrote … Read more
There are a variety of ways to invest your money. A popular investment methodology popularized by various investing gurus such as Joel Greenblatt, Warren Buffett, Benjamin Graham has been the concept of Value Investing. However, value investing has significantly underperformed its growth counterpart over the last decade since GFC, with this segment continues to significantly … Read more
Here is the complete list of Warren Buffett’s latest 1Q20 stock holdings, disclosed in a filing yesterday. Key stake changes Full Exit: Travelers Cos and Phillips 66 Major Reductions: Goldman Sachs Group (down 84%) Minor Reductions: JP Morgan (down 3%), DaVita (down 1.2%), Verisign (down 1.1%), General Motors (down 0.4%), Amazon (down 0.7%), Liberty SiriusXM … Read more
Stocks that consistently outperform the market tend to have a few common characteristics. In Part 1 of our article, we highlighted 4 Outperforming stocks that have consistently beaten the market over the last decade. These 4 stocks are Apple, Adobe, Clorox, and Fastenal. 8 Outperforming Stocks to buy now (Part 1) We identified that all … Read more