MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
51Follow
6118Followers
2Topic
0Badge
I opened $Wilmar Intl(F34.SI)$  ,I bought 1000 shares, for Dec 2024 budget.

Nov 2024 Update: Inflation, stock value and financial goals

In the long run, in the case of pure inflation, where input and output prices rise at exactly the same rate, inflation has no impact on the real value of stock prices and the real returns on stocks will not be affected. The historical evidence overwhelmingly supports this contention. But the short run is far more complicated. Input and output prices may increase at different rates, depending on whether supply shocks or demand shocks impact the economy. Furthermore, inflation may prompt the Fed to increase real rates to slow the rate of price increases down to their target levels. Finally, our tax system, not adequately indexed to inflation, causes a higher effective tax rate on real capital gains and potentially higher taxes on corporations. For that reason, in the short term, real stock r
Nov 2024 Update: Inflation, stock value and financial goals
I opened $Genting Sing(G13.SI)$  ,Genting Singapore, a blue Chip, net cash positioned company, 5.26% dividend yield. Macro economy is uncertain, tourist attractions look gloomy, I just patiently acculturated cheap chips.
I opened $CapLand Ascendas REIT(A17U.SI)$  ,Bought 3300SGD for swing trading, I always hold position of Ascendas, swing trading helps to lower holding cost.

cute economy- Buy back "childhood" and bring back partners

The "cute economy" has swept Singapore. Some catering operators have launched fun dolls as gifts with consumption, which has increased the daily customer flow by 30%; Southeast Asia, including Singapore, has become the largest overseas market for the trendy toy brand Pop Mart, which opened two new stores in Singapore this year; the sales of Jellycat plush toys, a new favorite on the gift list, in some local sales counters have also soared by more than 50% this year compared with last year. The cute economy is a product market that has been spawned by "cuteness" as a selling point. More and more local adults are willing to pay for "cuteness", and merchants are also taking advantage of the situation to seize business opportunities. Pop Mart, a trendy toy brand from China, has caught up with
cute economy- Buy back "childhood" and bring back partners
no matter how powerful is hiring app or platform, some companies still hire agent service to manually get a shortlist. It is like an outside HR  consultant which can suit all size companies. so far, HRnet is net cash position and steady dividend payments record.
@koolgal:$HRnetGroup(CHZ.SI)$ is a leading recruitment and staffing firm, headquartered in Singapore since 1992.  From its humble beginnings with just 4 staff, HRNet Group has grown to over 900 consultants spread across 17 Asian cities and 39 business units.  I like HRNet as it represents a small Singapore company that has done well and its nice steady dividends paid twice a year.  The current dividend yield is 5.84%.    Asia has a large and growing population with a big labour force that  many multi national companies would need to grow their businesses.  HRNet Group is one of the best recruitment companies in the region. @Tiger_SG  

Valuetronics 1HFY2025 report

Valuetronics delivered a stable 1H FY2025. I observed and invested in this stock for years.  I endorsed this company is trusted. There's interest things, $Valuetronics(BN2.SI)$  has no debt, 69% of market value are cash.  Buy a stock, 70% is cash, 30% is profitable assets, price to book only 1.1. This is reason I love SGX stocks so much, low value, high dividend and dividend tax free. I have accumulated 200% profits in 3 years by collecting dividend and swing trading.
Valuetronics 1HFY2025 report
I opened $Genting Sing(G13.SI)$  ,Sentosa island is one of Singapore Icon. I believed in Singapore long term prosperity. Genting Singapore new developments definitely will add profits in future. It seems Genting would use her internal recourse to fund new projects. It may not affect dividend payments.
I opened $Venture(V03.SI)$  ,Bought a hand for dividend income, very solid financial sheet and net cash position, can safely pass through storm. Venture should be benefited from China and US tensions. It has factory in South East Asia. 
I opened $Wilmar Intl(F34.SI)$  ,I bought 400 shares. One of reason is to utilise a 50SGD voucher. Wilmar Q3 results was below market expectations. But I don't really care it. The business nature is that, profits margin can go up and down. I use to buy good company stock at their not good business time. I can collect the dividends at low cost at bear trend.  When everything is clear and certain the price has been high already. Why did I bet Wilmar do better in the future? It has good management team and edible oil, rice, sugar are always essential for our daily life. During the downturn, Wilmar tried to buy back share, CEO bought shares many times, and maintained the dividends payment. No one can do better to support shareholders than

Oct 2024 update: How to use what you already know to make money in the market

I bought a classic book recently, One Up On Wall Street, How to use what you already know to make money in the market. Peter Lynch attributed his secret to being able to achieve far more than other fund managers to: "The stocks I want to buy are exactly those that traditional fund managers want to avoid. I will continue to think about stock selection like an amateur investor as much as possible." he wrote about how to find 10x stocks, 13 stock selection criteria and other practical contents, and also mentioned 6 types of company stocks: slow growth, stable growth, rapid growth, cyclical, distress reversal, and hidden assets. There are small and medium size Gems in Singapore stocks market. These companies present steady growth and decent dividends. Fund manager really don't want them, big c
Oct 2024 update: How to use what you already know to make money in the market

Aztech Q3 2024 profits crashed

Study company management team character is one of my investment fundamental.  Aztech CEO has delisted a SGX company before, the private offer price was stingy. After Aztech was listed again, CEO was questioned by SGX one time, why COE salary was so high? The salary didn't match the company revenue size. From these two events, I realised that the management and retail investors weren't in a same boat. Retail investors will not get good results in long term if management team put his benefits in higher priority than share holders. I found a chance close this counter at minor profits. Shares of Aztech Global $Aztech Gbl(8AZ.SI)$   crashed nearly 27% after the company's third-quarter net profit drop
Aztech Q3 2024 profits crashed
I opened $Venture(V03.SI)$  ,I bought 1 hand only for swing trading. I hope it can lower my holding cost soon.
$Kimly(1D0.SI)$ coffee shop  choose business location at HDB neighbors house, it operates low cost and fits Singaporeans life style. it is impossible to lose money for this kind of coffee shop.  The  current price still presents around 6% dividend yield. it will not shoot up suddenly, it surely helps earn money slowly.
@koolgal:$Kimly(1D0.SI)$ Kimly is one of the largest traditional coffee shop operators in Singapore with 84 coffee shops and food courts under various brands.  These include Kimly Coffeeshop, Kimly Dim Sum, Kimly Zi Char, Kimly Mixed Rice, Tenderfresh and Tonkichi.  I like Kimly  as it provides a value for money, low cost essential service to busy Singaporeans in the heartlands and is resilient in good times and bad times.  Kimly pays dividends twice a year.  The current dividend yield is 6.4%.    Kimly also has a healthy net cash position of SGD 72.1 million at the end of 1H 24, not bad for the King of Coffeeshop.  @Tiger_SG  
I opened $Wilmar Intl(F34.SI)$  ,I bought 1000 shares for the Nov budget. The Singapore Birthday campaign ends in October. there's not much difference between buying it now or a few days later for my case.

Lesson learnt from China Traditional Medicine privatization offer

Sinopharm Group, the parent company Traditional Chinese Medicine, issued a privatization announcement, asking securities firms and lawyers to write reports and submit documents to Chinese government Authorities for approval. The reason for the failure of privatization was that it failed to obtain approval from the Chinese government within 8 months time frame. The China Authority required the company to provide additional explanations. Sinopharm did not extend privatization time.  The failure of Sinopharm's privatization highlights the weakness of Sinopharm, a large state-owned enterprise, low work efficiency, unstable performance, and irresponsible work, which damages  the company's reputation. Traditional Chinese Medicine, such a famous brand, this signboard is valuab
Lesson learnt from China Traditional Medicine privatization offer
I opened $Genting Sing(G13.SI)$  ,I bought SGD3300 for market swing trading. it is undervalued.
$TRAD CHI MED(00570)$ private offer has been aborted. Stock price will dive on Monday. But I will hold the paper loss.
I opened $TRAD CHI MED(00570)$  ,The private offer will not be cancelled. She has spent so much time and money for the paper work, she will not give up easily.
I closed $LION OCBC HSTECH ETF S$(HST.SI)$  ,sold 4660 shares, profits 0.006/ share, swing trading.

Go to Tiger App to see more news