China’s “Lehman” moment is here – 9.6% dividend yields, is this the REIT /...
You know how everyone regrets not buying more in 2008?
They say that if 2008 ever comes around again, they will go “all-in”.
And when 2008...
China’s Evergrande Explained: Is this China’s Lehman moment? Sell China stocks?
A lot of you may have seen the news about homebuyers protesting at Evergrande offices in China this week.
Evergrande’s debt issues have been well...
Top 5 China Value Stocks to buy for Singapore Investors in 2022
Okay first off - I did the research for this piece a few days ago, before the carnage that was yesterday.
So some of the...
China Banks, ICBC plunge to 9.1% dividend yield – Why I am buying
Goldman Sachs issued a bearish report on China banks earlier this month.
The reaction was swift – not in a good way.
China bank stocks have...
China Tech Crackdown Update – Too early to buy the dip?
What a week!
It felt like March 2020 again – but for China Tech stocks only.
I shared my views on the China Tech Crackdown on...
Will I SELL my China stocks? How to Invest in China? (China Evergrande Update)
Over the past week, a lot of you have reached out with concerns about Evergrande and China’s growth:
Hi FH, if you don’t have exposure...
Will I buy China stocks in 2024? Have China stocks bottomed?
As some of you will know – this week saw the blowup of a prominent Singapore hedge fund.
The fund was long China and short...
China Tech Bloodbath – Is this the bottom for China stocks?
On Monday (14 March), we had the worst sell-off in China stocks since the 2008 Financial Crisis.
Fear of US sanctions led to indiscriminate selling,...
HongKong Land – Good investment at 67% discount to book?
I recently added HongKong Land to the FH Stock Watch. It’s been a stock that I’ve been following for a while, and one that...
How to buy China A-Shares? Best Stock Broker to buy China shares
I’ve been getting a lot of queries on China recently. And broadly, they can be split into 2 camps:
Should I sell my shares because...
How to Invest in China Banks for Singapore Investors – China Construction Bank Review
Reminder: We’re running a limited Christmas promotion with $100 off the FH Investing Course. I think it’s the best investing course available on the market...
How to use Alipay / WeChat Pay as a foreigner in China? Can Singapore...
For those who missed it, Financial Horse is currently based in China. And one thing that has always mystified me about China is Alipay...
Alibaba – Will I buy this stock after its plunge?
In case you missed it, the China government launched an antitrust investigation into Alibaba last week.
This, combined with the pulling of Ant’s IPO, has...
Sea Ltd (NYSE: SE) 值得买吗? 东南亚的腾讯和阿里巴巴?
为什么关注Sea Ltd (NYSE: SE)？
SEA Limited在股市中表现非常出色。仅在2020年，增长率就超过300％。SEA的市值为920亿美元。疯狂吧？
SEA 组织结构 （Garena，Shopee 和 SeaMoney）
Sea 经营三项主要业务：
· Garena（游戏）
· Shopee（电子商务）
· SeaMoney（金融科技）
最大的收入来源是 Garena，其次是Shopee。Shopee仍处于烧钱阶段。目前，金融科技部门 （SeaMoney）仍然很小，但确实有很大的发展空间。
Garena 是主要的利润产生者，而在 Garena 中，大部分利润来自一些顶级游戏，如(Garena Free Fire）（大逃杀（Battle Royale），像PUBG这样的游戏）。
简而言之，今天的 Sea 是一家游戏和电子商务业务公司，大部分利润来自游戏营业。
SEA计划在未来几年中大力发展金融科技部门。新加坡货币管理局在2020年12月宣布，向 SEA 授予数码银行许可证。新加坡将拥有4个数码银行。
SEA 优点
就经济增长而言，东南亚是增长最快的地区之一。Sea处于游戏，电子商务和金融科技领域的领袖。东南亚迄今为止数字（和物理）基础设施还不是很发达，而且竞争并不像美国或中国那么激烈。
估价
如果我们假设Sea有一天可以在东南亚地区像阿里巴巴或腾讯一样占据主导地位，那么估值可能会翻倍。但东南亚与中国是截然不同的市场。
东南亚与国内市场相比，电子商务在国内的渗透率更高，阿里巴巴/腾讯明显更占优势。
SEA Limited...
特朗普输掉选举后, 我要买的三大股票
拜登获胜，股票趋势影响：
· 绿色科技（太阳能，电动汽车等股收益）– 相反，页岩/油将可能下跌
· 医疗保健 （医疗保健改革，因此某些医疗的股票会受益）
· 房地产 （经济刺激方案会帮助房地产业）
· 银行 （短期可能受到监管策划负面影响）
· 科技 （有利于科技股，美国参议院不太可能通过反竞争法规/ 大型技术也为拜登的竞选做出了贡献）
主要的问题是，拜登迄今为止对自己的政策都保持沉默。他的竞选活动主要是根据“不要特朗普”进行，没有明显表现自己的立场。因此，以投资者的角度，对于实际接下来发生的事情相当模糊。
拜登将在1月份上任。9000亿美元的刺激方案刚刚被批准，虽反应好坏参半。
特朗普输掉选举后我要买的三大股票：
REIT（房地产投资信托 - MCT或CICT）
科技 （Alphabet谷歌，Netflix奈飞，腾讯）
黄金/比特币/白银 (仅限短期)
初步意见/注释：
长期投资 - 3至5年或更长的时间范围。如果短期内价格疯狂涨，可以考虑出售股票，但默认的持有期是更长的时间。
投资没有保证。确切的投资组合将取决于各人的风险承受能力。
具有潜能的三大股票：
1. REIT（房地产投资信托 - MCT或CICT）
Mapletree Commercial Trust （SGX: N2IU）
CapitaLand Integrated Commercial Trust (SGX: C38U)
从长远来看,...