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…
Category: Stock Analysis
Ryan Cohen Builds Alibaba Stake and Pushes for More Share Buyback
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…
Tencent Holdings Ltd (HKG: 0700) – Dishing Out Another Special Dividend This Quarter
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) Q3 FY2022 Results – Tough Conditions but Company is Repositioning for the Future
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…
This IoT Company Is Quietly Running In 2022 – Impinj Inc. (Nasdaq: PI)
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…
Adding Prime US REIT (SGX: OXMU) Into The Portfolio
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…
CSOP S-REITs Leaders Index ETF performance review and the Market Outlook for 2H 2022
My last article covering CSOP S-REITs Leaders Index ETF was back in March 2022. In this article, we’ll cover how the ETF has performed since then and also the house market outlook for 2H 2022. Without overlapping too much of the same content as the previous article, I wanted to quickly reiterate the Unique Selling…
Amazon’s Blown Out Earnings That Sends Its Post-Market Shares Up 14%. Really?
Analysts and investors are congratulating one another for Amazon’s blown out second quarter earnings which sends its post-market shares up by a massive 14%. But is it really that good? Let’s first recap on what we remember in the first quarter results announced a couple of months ago – with summary appended below. You can…
Netflix Inc. Jumped 7.8% Post Market After Announcing Q2 FY22/23 Earnings. Is That Too Good To Be True?
What is the lesser of the two evils – posting a slower growth or losing lesser subscribers? Apparently, the market thinks the latter is better as post-market share price jumps after Netflix announces that it has lost lesser subscribers than what it had originally anticipated. “Again, we’re talking about losing 1 million [subscribers] instead of…
Digital Core REIT (SGX: DCRU) Has Crashed 33% Since Hitting The Peak Just Months Ago. Is It Time To Accumulate or Run?
Digital Core REIT (SGX: DCRU) has undergone a pretty rough patch in the past few months. Since hitting the peak back in March at a price of $1.16, the share price has gone one way down languishing below the IPO price at $0.77. This means everyone who’s bought into this REIT are staring at a…