In my last portfolio update, I revealed a position in HUYA Inc. (NYSE: HUYA) which I recently undertook. I had a long position in the company at a purchase price of USD 14.88. I was a little skeptical at first given the uncertainty of the Chinese strict regulation and a lot of the Chinese companies have been…
Category: Stock Analysis
Intel: Every Cloud Has A Silver Lining For Investors
In my previous article, I wrote a piece on AMD which looks like for the most part largely dominant in the competition of chips design in the CPUs space against Intel and GPUs against Nvidia. One thing about investing in a growth company that you have to be comfortable at as an investor is the…
AMD: Why I Think You Should Ride On This Semi-Conductor Company
Advanced Micro Devices (Nasdaq: AMD) is one of the semi-conductor companies which saw a strong surge run in 2020, gaining close to 100% return in that year alone. In fact, if we take a look at the semi-conductor company closer, we can see that the secular growth has started its run from as early as…
JD Q1 FY2021 Results – Followed with Q&A
JD.com Inc. announced its first quarter results yesterday evening for FY2021 which is followed by a Q&A conference call which I attended at 7.30pm in the evening. For those of you who missed my earlier article a few weeks ago on JD, you may refer to them here. Q1 FY2021 Results Net Revenues for the…
Patience Is Required for Alibaba and JD.com
I thought I’ll pen down my thoughts after receiving a number of emails this week from various sources asking for guidance on two big China cap names – Alibaba and JD.com – both of which have seen shares plummeting each day for the past few consecutive weeks. Many readers would also know that I own…
Is This The Right Time To Buy JD.com?
JD.com Inc., also known as Jingdong, is a leading Chinese e-commerce company headquartered and based in China. Although I don’t think investors need any form of introduction to the e-commerce retail space giants, many may not know that JD is not just a pretty face e-commerce marketplace that is gathering market share throughout and across…
Taking Advantage of The Recent Tech Correction
The recent tech correction has presented a delightful opportunity for some of the late tech entry players like myself as the market moves funds from some of these heavy tech names into value laggard stocks which have been battered heavily by the Covid-19 impact. While we have yet to see a full-blown impact from the…
Manulife REIT – Full Year 2020 Results & Analyst Briefing
Manulife REIT announced its Full Year 2020 Financial Results this morning and at the same time held an analyst briefing to which I was invited. The setting was nicely done – it was in a large conference room where there are ample seats for social distancing and a clear view of the presentation. All of…
You Can Still Trade GameStop (NYSE: GME) Safely, Yield Great Returns And Come Out A Winner
The past week we have seen the likes of GameStop, AMC, KOSS, and a few others dominating the news headline across the market playing out of the short squeeze thesis. I must say that this has been one of my main sources of entertainment (I believe the same too for others) in the past week,…
The Story of Short Squeezes Repeats Itself – Volkswagen (2008) and Gamestop (2021)
John Keynes once said that the market can stay irrational longer than most retail investors can stay solvent. Well, we’ll add hedge funds and institutional funds to that lists. In case you have not heard of the hottest town talks surrounding the market in the recent days, shares of several counters (I purposely mentioned counters…