$Alibaba(09988)$ 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
$HKBN(01310)$ $HKBN(01310)$ 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
$STARHUB LTD(CC3.SI)$ 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
$STARHUB LTD(CC3.SI)$ $STARHUB LTD(CC3.SI)$ 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