Yesterday, there was an article which I read that caught my attention immediately. The title itself was self-provoking as “tweaking” regulatory limits for S-REITs gearing probably warrants a deeper discussion on the topic itself. This news is not surprising and has been in consideration for many years, but it shows up and revolves around when…
Author: brianhalim
Arm Holdings Limited (“Arm”) – IPO Review
Arm Holdings Limited (“Arm”) has on the 21st of Aug 2023, announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of American depositary shares (“ADS”) representing its ordinary shares. This will represent one of the biggest initial…
CMC Markets CFD and MT4 FX Active Offering Platform Review
Among the plethora of brokerage offerings for consumers to choose from, CMC Markets is one of the most competitive platforms that stands out due to its stellar reputation, wide range of products, sleek and seamless UI/UX experience, and competitive fees and spreads. Founded in 1989, CMC Markets is a well-established, publicly traded, and highly regarded…
How I Trade for Free with ProsperUs by CGS-CIMB?
In this article, we will be exploring ProsperUs by CGS CIMB – a one stop brokerage platform that caters to every investor’s needs. Read on to find out its competitive advantage and its latest National Day promotion. The accelerating speed and growing industry of Fintech is putting the world on its feet with its fast…
Aug 2023 – Portfolio Transactions & Update
I will do a quick update to the August portfolio transactions and report. This is a month that we finally see the market pullback after a strong rally over the last few weeks without any opportunity to add to our positions. Using this opportunity, I have also added some positions to take advantage of the…
Alibaba Group Holding (NYSE: BABA) Reported Solid Quarter Results That Beat Estimates. New Valuation Intrinsic Value
Alibaba Group Holding (NYSE: BABA) just reported earnings for the quarter ended 30 June 2023. Let us take a look at its reported financial results in a nutshell: Overall, as we expected, financial results turn out better as compared to the previous year as the company continues to reorganize and prioritise core businesses. From each…
Warren Buffett’s Favourite Market Gauge Is Flashing Overvalued Market as It Hits 182%
The stock market has been running red hot in the past few weeks as investors bet on the resurgence of AI, interest rate cuts, and a potential soft landing to the economy, averting the much-feared recession. As a result of this, Warren Buffett’s favourite market gauge is flashing red, signalling that US stocks are overvalued…
Salary Compensation May Not Be Everything in Today’s Working Environment
I went for an interview last week for what I saw was a lateral similar role to what I am doing right now. This was not an intended move as I have not been actively looking for jobs outside. One fine sunny day, a recruiter called and explained to me about the opportunity, which I…
Jul 2023 – Portfolio Transactions & Update
This will be a relatively short update again as there’s no movement in the portfolio during the month. Most of the Chinese stocks I own are just range bound for the moment given the weak trajectory growth demand in China which is affecting both sentiment and fundamentals. Because of this, and also given the heavy…
Thoughts on Manulife Reits (MUST) – Decline in Valuations Resulting in Breach of Financial Covenants
Manulife Reits announced an important announcement this afternoon which was important yet dreaded by all unitholders of the company. Unfortunately, this announcement was somewhat expected to come at some stage given how the office market continues to decline at today’s rate, so they just have to bite the bullet for it. In any case, here…