Category: Stock Analysis

Sea Ltd made a few sensational headlines recently with its drastic cost cutting measures which puts the company back into profitability from last quarter. We are not just talking about headcount hiring freeze or salary increment pause. We are also hearing news from inside that they were removing all benefits which were provided previously to…

The stock market is a voting machine in the short term but a weighing machine in the long term. Investors might recall just about in the past three-month, Alphabet was hit by a slew of bad news. These include Google AI Chatbot Bard flubbing its answer during the demo, followed by threats about Microsoft Bing…

The prospect for a Data Reit centre demand was so hot last year that when Digital Core REIT decided to list in SGX last year, there were many that jumped into the bandwagon – benchmarking its performance to the very resilient Keppel DC REIT which has been around longer. Myself included – I subscribed to…

Sea Ltd (NYSE: SE) announced Q4 FY22 and Full-Year results last evening which came in favourably on the eye of the beholder. I have written a few pieces of articles in the past relating to SEA, my last piece was back in May last year for its Q1 FY22 when sentiment was really poor at…

Elite Commercial Reit (SGX: MXNU) debuted its IPO at £0.68 back in February 2020 right before Covid struck. If you had held this REIT from IPO right until now, you would probably just sit slightly underwater as it has given out £0.15 from dividends so far. Not too bad if you ask me given how…

There was a time last year when one bad news after another just kept getting into Chinese stocks – in particular Alibaba and the media could not stop heaping onto it. This year, it was the opposite, although I can’t help but feel the media was sensationalising the news a bit too much attention. Ryan…

I wanted to quickly run through my thoughts on the Tencent latest Q3 earnings announced yesterday. First up, operating metrics MAU is still up year on year and quarter on quarter for both Weixin + Wechat as well as Mobile QQ but as you can see, they are approaching the matured 1.3b numbers so inevitably…

Manulife REIT (SGX: BTOU) reported its Q3 2022 Business update this week and I was invited to attend the analyst’ briefing that same morning. It’s been a while since I last attended a US office REIT briefing – and my objective is to understand how bad the macro situation there in the US and in…

Year 2022 will be remembered as the year that many tech companies and stocks crash down. A brew of macro headwinds with the likes of higher interest rates and slower growth put a heavy pressure on companies to perform in this difficult environment. As a result, many companies reported slower earnings growth, and several names…

This will be a quick short update as I’ll be away for a short trip getaway next week during the school holiday. Long story short, I had about $10-$15k of spare cash this month which I wanted to inject into the dividend portfolio. With Jackson Hole being the centre of attention last Friday, this gives…