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Some thoughts on my portfolio
By Investing Thoughts  •  August 30, 2023
(Somewhat accurate depiction when i try to think about the results of the stocks in my portfolio) It is coming to the end of August and stocks in my portfolio have reported results. I will give my quick thoughts before giving a more detailed and very boring thought on individual companies. Quick Thoughts Dream International: Overall A-, the 65% profit gain , dividend and margin of plush toys is really an A+. The reason for its A- is that it guided for 65% profit gain in its positive profit announcement and it delivered exactly that (no surprises) and it's plastic figures segment fell slightly more than my expectations. Huationg Global: Overall C. I have shared it on my facebook post here . The TLDR version is that margins are all over the place and it has missed my absurdly high expectations. Mainland Holdings: Overall B. Despite a profit fall of 23% and EPS fall of 27%, this was within expectations as an interview in...
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By Investing Thoughts
Age 25, currently doing part-time. Studied in NTU as a Banking and Finance student. Also known as zzxiaoboizz Enjoys doing equity research and investing. Currently vested in Hong Kong and Singapore listed Equities Would pen some of his thoughts here. Also enjoys watching concerts.
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