@bernardtayet:$SATS LTD.(S58.SI)$ I am bullish on this stock for the longer term, perhaps in a year or two. At the moment, I am not. I am bearish as there is no certainty how the new acquisition of the European Cargo ground handling will immediately benefit SATS in terms of more profits. Larger and bigger may mean more expenses.Until clearer picture emerges, I will give this stock a miss in the short term as a long investors looking for dividend and capital growth. Best wishes till then. Just sharing my views, not for investment advice.
@VinkaloZendo this is an interesting article. Worth reading
@bernardtayet:$SATS LTD.(S58.SI)$ I am bullish on this stock for the longer term, perhaps in a year or two. At the moment, I am not. I am bearish as there is no certainty how the new acquisition of the European Cargo ground handling will immediately benefit SATS in terms of more profits. Larger and bigger may mean more expenses.Until clearer picture emerges, I will give this stock a miss in the short term as a long investors looking for dividend and capital growth. Best wishes till then. Just sharing my views, not for investment advice.
@bernardtayet:$Grab Holdings(GRAB)$Grab is a company I am bearish at the moment. It has yet to turn profitable. Its share prices has fallen from 52-Week high of 17.15 to its current price of 2.75.Delivery demand of grab services is likely to be less with covid 19 relaxation, more people eating out, ride hailing services may not fully recovered with hybrid working and with inflation affecting discretionary services With no dividends payout, loss making status, and challenging business and macroeconomic environment, I will stay away from Grab until it is certain that it has managed a turnaround on a path to profitability. This is just my personal view only. Not an investment advice. Best wishes
@Ssimsim:Google Faces $1 Bln UK Trial Over App Store PricingAlphabetGoogle faces a London trial over an estimated 920-milion-pound ($1.1 billion) damages claim after a court authorised a lawsuit that alleges the Alphabet-owned tech giant overcharged 19.5 million customers for app store purchases.The class action, which was certified by the Competition Appeal Tribunal on Monday, alleges Google abused its dominant position by charging up to 30% commission on popular apps on its Play Store, including Roblox, Candy Crush Saga and Tinder since October 2015.A detailed judgment has yet to be published, a spokesperson for the claimant group said on Tuesday.Google did not immediately reply to requests for comment.Regulators, rivals and consumer champions are trying to curb Big Tech, filing lawsuits across t
@bernardtayet:If you have want to have less fear about inflation, consider buying $Pepsi(PEP)$ , a beverage and snack global giant.Pepsi will let you keep up with inflation with its strong growth and excellent dividend payout. It has 50 years of continuing dividend growth payout. Current dividends is $1.15. Currently it is traded at 171.12 but S&P CFRA has forecasted its 1 yr target price to be$200.Other reasons to own Pepsi its ability to pass rising business costs to end consumers as expenditures on beverage and snacks represents a tiny proportion of one's disposable income. Not many drinkers or snackers will quarrel over a 5.c or 10c increase in their product prices. The reopening of borders will work to its advantage as office workers
@bernardtayet:Looking East is my recent thinking when come to stocks purchase. The recent Fed rate hikes and further hikes till end 2022 led me to this thinking. The US is trying to tame inflation which may cause a slow down or even stagflation in the economy.On the other hand China and those countries in Asia or ASEAN may be trying to generate growth, in particular China, facing a slow down due to Covid19 lockdown. Hence I am overweight on Asian stocks, reducing exposure to US, except daily addictive consumer goods like $Coca-Cola(KO)$ Coca-Cola.Locally in Singapore, I will continue to add defensive stocks like $SHENG SIONG GROUP LTD(OV8.SI)$or potential gainers from border reopening such as