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...
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 Limited – Would I buy this stock at $169?
Channel News Asia ran an article this week on how “Singapore's Sea is world's best performing stock. And it can do better”.
A lot of...
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...
SPH Holdings – Will I buy this stock at $1.23?
So… SPH had a monster of a rally last week.
It went from $1.05 to $1.25, a massive 20% increase.
Quite a few of you have asked...
Top 5 Stocks / REITs on my watchlist to buy in 2020 – For...
Regular readers of Financial Horse know that there is this exercise I like to run.
And it goes like this.
Imagine you’re a new Fund Manager...
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...
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...
Temasek drops Keppel privatization offer – 3 quick thoughts on what happens next
So literally the day after National Day, Temasek dropped this bombshell of a news: They will not be proceeding with the privatization / partial...
GameStop – Short squeeze of the decade?
Note: This article is a premium article that first appeared on Patron. Making it available given the unprecedented nature of this situation. If you...
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...
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:...
My top 3 stock buys in 2020 (and worst)!
After last week’s article on global macro – which was pretty heavy, I figured let’s do something lighter and more fun this week.
Quite a...
Alibaba: Is Asia’s E-Commerce juggernaut worth a buy?
As at 13 April 2018, Alibaba Group Holding Limited (NYSE: BABA) closed at USD 172.04, which is 42 times trailing twelve month (TTM) P/E...
Top 5 undervalued stock ideas for COVID-19
I don’t know about you guys, but the only news I read these days is COVID-19/Wuhan Flu/Novel Coronavirus related.
It’s not really my fault too,...