Sunshine2000
Sunshine2000
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CDL total asset is 24B and fair value is 33B from their recent report.
Is City Developments (SGX:C09) Using Too Much Debt?
CDL has good of list of properties which can be sold to lower debt if they want to. Higher debt also help them to lower the tax payment. 
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$Alibaba(09988)$  ‌China has great potential. Baba is a bargain again.
avatarSunshine2000
2023-12-11
$HSI(HSI)$  ‌below 16000 soon ?
avatarSunshine2000
2023-12-07
$Alibaba(09988)$  ‌Hitting 52 weeks low at 58.6 soon ?
avatarSunshine2000
2023-04-26
$Alibaba(09988)$  ‌Back to Square one 
avatarSunshine2000
2023-04-20
$AT&T Inc(T)$  ‌ATT has sufficent cash flow to pay for dividends ... just brought more .. do your DD before investing ... 
avatarSunshine2000
2023-04-19
$Lumen Technologies(LUMN)$  ‌Blackrock brought 34M share in March ... no one mentioned it ... 
avatarSunshine2000
2023-03-29
$Alibaba(09988)$  ‌Up 13% ... unlock value in Baba ... Finnaly Baba slays the nay sayer .... 
avatarSunshine2000
2023-02-17
$Alibaba(09988)$  ‌Bath - Blood. 
avatarSunshine2000
2023-02-15
$Alibaba(09988)$  ‌Will Alibaba go down to 60-70 like 6 months ago.  6 months ago - start of covid lockdown major cities  Now: Opening up with fewer and fewer restriction from entering the country  6 months ago interest rate is lower and expected to be higher in coming months  now intererst rate is higher ... but inflation seems to be in control in US  Now China - US tension due to the Valetine Ballons  No news on the audit in Hong Kong  Results announcements  --- Interest rate increase should be factored in the price,  news on the audit in Hong Kong should be factored in current price ... the new trigger point is new US-China tension plus results announcement.  Q4 resuts may not
avatarSunshine2000
2023-02-13
$Alibaba(09988)$  ‌Come back nicely but mainly from samll inflows ...money from north .. north stream  do you DD before investing 
avatarSunshine2000
2023-02-13
$STARHUB LTD(CC3.SI)$ $STARHUB LTD(CC3.SI)$ $STARHUB LTD(CC3.SI)$ $STARHUB LTD(CC3.SI)$$STARHUB LTD(CC3.SI)$  ‌ no other major funds had sold or brought over 1M share so far except:    Bessemer Investment  - 1.7M in Dec  WisdomTree Trust -1.74M in Dec   DBS +1.3M WisdomTree Div Hedge +1.06M do you DD before investing ... 
avatarSunshine2000
2023-02-13
$HKBN(01310)$$HKBN(01310)$  Funds were soaking up shares in Dec and Jan  ‌GIC brought 13 millions shares in Dec ... Pacer Advisors brought 22.25M in Jan  Pacer Trust brought 22.25M in Jan 
avatarSunshine2000
2023-02-10
avatarSunshine2000
2023-02-10
$Alphabet(GOOG)$  ‌brought more shares yesterday after all the hype of ChatGPT .. 
avatarSunshine2000
2023-02-09
$STARHUB LTD(CC3.SI)$  ‌5 cents dividend at 1.04 = 4.8%  yield  at 1.02 = 4.9% yield.  Not bad if they do not drop their dividend next year becuase of the higher cost.  And may have upside if prepaid pick up and continue increase in roaming with more visitors coming back from China.  Do your DD before investing 
avatarSunshine2000
2023-02-08
$STARHUB LTD(CC3.SI)$$STARHUB LTD(CC3.SI)$  ‌ The YoY increases of 55.9% and 35.3% for cost of services in 2H2022 and the full year, respectively, were mainly due to higher Postpaid Mobile costs, higher Broadband costs,higher Network Solutions costs, higher Pay TV content costs and a non-recurring provision relating to DARE+ initiatives of S$22.6 million. Excluding this non-recurring provision, cost of services would have been S$68.6 million or 42.1% higher in 2H2022 and S$88.8 million or 28.1% higher in the full year. Looks an addition of 88.8 millions recurring cost .. a bulk of it would be from EPL content cost .. if they pay 160 millions for 3 year rights .. each year will cost 60 millions
avatarSunshine2000
2023-02-07
$Lumen Technologies(LUMN)$  ‌Another Gem Stone ... undervalue stock ... 

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