By Investmoolah • January 17, 2023
On 9 January 2022, I had initated coverage of Grab when its share price was at $6.80. My fair value estimate was a $2.25-$3.00 range. A year has...
By Investmoolah • January 10, 2023
Following from my thoughts about my write up on the SGX Listed US office REITs and the subsequent drop in share price of PRIME, I have increased my...
By Investmoolah • January 2, 2023
Alibaba is a core position in my portfoilo forming a 56% weightage. Given this, I thought it would be good to explain why I continue to invest in...
By Investmoolah • January 2, 2023
Shortly after I had posted my previous write up, ManuLife announced a dreaded news that it has written down 10.9% of its asset value and is now at 49%...
By Investmoolah • December 29, 2022
Currently, the SGX listed US REITs have been sold down terribly. In terms of dividends and price book, they are trading at very low valuations. Just...
By Investmoolah • December 3, 2022
As many people will know, T bills interest is falling due to its attractive returns and its bidding mechanism. People will say that below 4% is not...
By Investmoolah • December 1, 2022
While we hear about an environment of increasing interest rate, the surprise is that the Singapore Savings Bond (SSB) and pherhaps, T-bills interest...
By Investmoolah • December 1, 2022
To maintain exposure to the Chinese economy but yet diversifing across various industries, I have reduced my stakes in Wei Yuan/YZJ Finance/ICBC and...
By Investmoolah • November 16, 2022
Recently, in forums, there has been a mockery over Singapore entities (such as Temasek) overpaying for their purchases and then delivering low to...
By Investmoolah • November 13, 2022
In recent week, there is one recurring theme among the US Tech companies guidance- they are lowering revenue growth guidance (For example,...