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March 2023 Portfolio Review
By Scg8866t Stockinvesting  •  April 1, 2023
Please click and read this disclaimer if you wish to continue with the contents below. If you want to be updated on my views and join the discussion please do join my telegram grp here Portfolio year to date continues to outperformed S&P, HKSE and STI albeit crazy volatility. 70% of my portfolio comprises of Alibaba, Tencent and Kingsoft. The rest is sprinkled with mostly value counters. 1) Alibaba: I have written quite extensively on this stock. So I won't write more. You can read about it here and here. In essence, I think Alibaba as a holding company is very cheap in term of its sum of parts. If the management is determined to unlock the holding level discount it may play out even better than Wheelock and Co(Hkse:20).Why better? Because the discount is more and the components are not just property assets but businesses with network effect that can grow faster if the condition is right....
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By Scg8866t Stockinvesting
Thanks for reading my blog. I am just an ordinary Singaporean with an avid interest in technical analysis, fundamental analysis and philosophy.
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