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…
Category: Stock Analysis
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…
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…
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…
Threads or Threats? What Can This Latest Social Networking App Brings to the Table for Meta Platforms?
Earlier this week, Mark Zuckerberg announced the initial version of Threads, an app built by Instagram for sharing and networking with text. Most people would be familiar with how Instagram works where billions of people around the world connect with photos and videos, so the vision with Threads is an expansion of the ecosystem to…
Naspers and Prosus – Largest Shareholder of Tencent Holdings, Finally Announce Plans to Exit Crossholding
Tencent Holdings have been under a tremendous selling pressure over the last couple of months after its largest shareholder, Prosus NV announced mid-2022 that it was going to pare back a good amount of its holdings in the Chinese tech shares to fund its own company share buyback. Even though these trades have come in…
Sea Ltd (NYSE: SE): 1-PLY Toilet Paper Valuation for Q1 FY2023
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…
Alphabet (Nasdaq: GOOGL) Share Price Breaks Out to the Upside Post I/O Keynote This Week and Still Undervalued!
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…
Does Digital Core Reit Deserve to Trade at Double the Yield of Keppel DC REIT?
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) – Turning a Profit on All 3 Segments + Revised Valuation
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…