Following the insiders Insiders are the executive managers and directors who are in front of the financial and strategic decision making of their firm. Hence insider trading activity could be an informative exercise to track because their trades tell us something about the potential “undervaluation” of the stock since these insiders know their business better
Sembcorp Industries 1H20 results In this article, I provide my view on Sembcorp Industries’ latest 1H20 performance followed by some commentary pertaining to its demerger exercise with Sembcorp Marine. Sembcorp Industries announced after market hours on Friday that the Group has posted a net loss of S$131m and warns of worse to come. Sembcorp Industries
How to hedge stocks in a volatile market I have been asked numerous times. Why is the stock market rallying when the global economic situation remains pretty much in ruins? Against the backdrop of the second wave of COVID-19 spread which has resulted in some US states reversing some of their re-opening decisions, should economic
Warning. This IS a click-bait article but that doesn’t necessarily mean that this information is untrue. Yes, you can possibly generate a “guaranteed” return of c.70% with StashAway. Before I discuss the high level of annualized return that you can generate with this Singapore Robo Advisor, let me first touch upon the topic of the
[This is an updated post for this article which was first written back in March 2020 at the peak of the COVID-19 pandemic. I will be evaluating how the 5 stocks that I have picked have performed and whether one should continue to stick with these 5 Singapore Stocks to buy. I have also added
Singapore Robo Advisors: The chase for higher yield offering In today’s low-interest-rate environment where major banks in Singapore have cut the interest rates on their high-interest rates savings accounts, some Singapore Robo-advisors have started to “fill in the gap” by offering higher cash management rate. So far, most, if not all of the articles online
Singapore Dividend Stocks with rock solid dividend paying track-record It is pretty rare for Singapore stocks to have a consistent track record of paying dividends. Unlike in the US where there are hundreds of companies classified as Dividend Aristocrats (companies that have increased their dividend payments for 25 consecutive years or more) and a handful
Syfe Equity100 review Syfe has just launched its Equity100, a portfolio that is 100% allocated to global equities. This is quite different from its Syfe Global offering which consists of equities, bonds & gold, one that is dynamically positioned based on its automated risk-managed investments (ARI) strategy. For those who are not familiar with the
I talked about Idexx laboratories (Idexx) back in October 2019 when the counter was trading at USD272/share and was valued at close to 60x PER. My conclusion then was that despite its hefty valuation, the counter can still generate an after-inflation return of 7.6% on my base/mid-case scenario using Buffett-style analysis and deserve an entry.
[Update: I have previously written on Biolidics back in late-April when the counter has received a lot of hype from its COVID test kit being marketed in the US. I highlighted that investing in the counter at that time has got too many variables, a key being that the sale of its COVID test kit
Technology is now evolving at a rapid pace that annual predictions of technology trends can seem “out-dated” before they even go live. Covid-19 has further accelerated some of these digital trends. While most of these trends were already underway before the COVID-19 pandemic, they have grown in importance amid the pandemic and are likely to
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
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
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
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
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
