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...
WeWork IPO and the death of growth stocks
This article first appeared on Patron on September 14. If you enjoy reading such analysis, do consider signing up as a Patron! :)
Tech Thoughts:...
Top 5 Dividend Yield Stocks in Singapore (2019)
So I was looking around for great Singapore dividend stocks to put my SRS funds in the past week. And I must say, when...
SingPost: Is this e-commerce play a good investment?
I’ve always been very interested in SingPost. As the only national mail operator in Singapore, coupled with the explosion in eCommerce volumes, and major...
3 Quick Thoughts on Starhub’s massive dividend cut
As most readers are probably aware, StarHub recently announced that it is slashing its dividends for 2019. Starhub is switching from a fixed dividend...
Top 5 Singapore Stocks to buy (2019 edition)
There’s an interesting exercise that fund managers like to run. And it goes like this. Imagine that you’re a fund manager and you just...
5 quick thoughts on CapitaLand’s S$11.3 billion acquisition of Ascendas-Singbridge
It’s funny how life turns out. Just last week I added CapitaLand Limited onto the FH Stock Watch, because I thought it was starting...
SingTel at S$2.96 – 3 quick thoughts on why I’m still not a buyer
In my previous article on SingTel, I ended off by saying that I would consider buying SingTel at a 6% dividend yield, which works...
Singapore Airlines: Flying High or Clipped Wings?
I’ve been doing a lot of macro, asset allocation related posts recently. So boy, does it feel great to go back to basics today...
Is the Hang Seng the best way to bet on China?
The thing about being a financial blogger, is that through reader questions, you can get a good idea what the flavour of the month...
Why I will not invest in Silverlake Axis Ltd
To be really honest, I actually never heard of Silverlake Axis Ltd (5CP.SI) until a couple months ago. At the recent Financial Horse giveaway,...
M1: The best of the 3 telcos?
Part I of this trilogy focused on SingTel, Part II on Starhub. To complete the series, Part III will look at M1.
Basics: M1
Much like...
Starhub Ltd: 9.4% Dividend Yield but still not a buy
Following my previous article on SingTel, a reader suggested to me that I should do a follow up article on Starhub and M1. When...
Singtel: Finally time to buy this 5.3% yielding telco?
In the recent Financial Horse Giveaway, I invited readers to make submissions of companies they wanted Financial Horse to review. Singtel was the first...
The Weekly Horse: Are Singapore Companies still competitive today?
As members of the Facebook Group will know, Financial Horse was in Europe for a holiday the past week, which is why there was...