Kaixiang
Kaixiang
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avatarKaixiang
2023-04-09

C3.ai - A highly speculative bet for the AI hype

$C3.ai, Inc.(AI)$  has recently caught the attention of many investors due to its branding and involvement in the field of artificial intelligence (AI). While there is a lot of hype in AI due to its immense potential growth, one must be cognisant that it does not necessary mean that C3.ai is a good investment option. There are several reasons why you should be cautious before investing in it. 1. Loss Making amidst economic uncertainty Firstly, C3.ai is still unprofitable. Despite the AI hype, it has yet to generate any positive net income or cash flow from operations to date. In fact, its net losses have been increasing over the past few years with no clear path to profitability. Given a high interest rate e
C3.ai - A highly speculative bet for the AI hype
avatarKaixiang
2022-10-27
Cybersecurity - Red Hot Niche of Future Tech The proliferation and widespread adoption of technology (both corporate and personal lives) has also led to a higher number of data breaches in recent years. Cybercrime has been on the rise at a double digit percentage pace and it is not surprising that cybersecurity is well poised to remain as a high-growth industry for many years to come.  Besides the conventional industries, it is perhaps time for $Berkshire Hathaway(BRK.B)$to venture into cybersecurity, the latest red hot nice in tech, that can yield potentially good returns in the decade to come.  Given the rapid pace of growth and development in this industry, it is imperative that one only invests in leaders that have the most lon
avatarKaixiang
2023-07-09

TSMC - Leader of the New Oil for the Decade

$Taiwan Semiconductor Manufacturing(TSM)$  definitely rings a bell for most investors out as it has cemented itself as the largest semiconductor foundry. While it may command only a market capitalisation of US$519.8B, it certainly has the potential to join the prestigious trillion-dollar club due to its leadership role in the semiconductor industry. Rising Demand for Semiconductors Semiconductors are the backbone of most modern technology, powering numerous industries from consumer electronics to automotive, data centre and many more. With the rise of emerging technologies like Artificial Intelligence (AI) and autonomous vehicles, the demand for high-quality semiconductors will continue to exhibit an exponential
TSMC - Leader of the New Oil for the Decade
avatarKaixiang
2023-01-24

3 Pitfalls to Avoid in the Stock Market

The COVID-19 pandemic has attracted a wave of new investors who may think investing is simple and the stock market is platform to get rich quickly. Some may have probably realised that the market is probably a bigger and way more complex animal than it appears to be as most portfolio get decimated under a rising interest rate environment in 2022.  With 2023 likely to another challenging year as recessionary fears starting to haunt investors, it is critical to know the common pitfalls and be prepared to avoid them.  1. Failing to diversify the portfolio It is human nature to have favourite or preferred companies. Posts containing headers such as "How much you have earned if you invested $xxx in xxx stock" are plastered over social media, and also 
3 Pitfalls to Avoid in the Stock Market
avatarKaixiang
2023-04-23

Trend Following vs Value Investing - Which is better?

There are multiple approaches to stock investing and when utilised correctly (which takes great experience and knowledge), they can be profitable in the hands of an adept investor/trader. Some may ask, is trend following or value investing more profitable? Let's first deep dive into the differences. Trend following Trend following involves buying stocks that are currently hot trending in the market. This requires investors to identify stocks that are experiencing an upward price trend and place positions with the expectation that the trend will continue.  The objective is to ride on the momentum and take advantage of short-term price movements. This approach is widely popular among traders and investors who prefer a more active and dynamic investment style. One example that
Trend Following vs Value Investing - Which is better?
avatarKaixiang
2022-12-02
Double The Joy This Holiday Season! Many thanks to @TigerEvents for organising the Perfect Goal event for fellow Tiger friends this year end! It's perfect for this World Cup season as we get to support our favourite teams and earn some rewards at the same time. There's vouchers and even shares to be won, you should start participating if you haven't! For football fanatics out there, you can even start using Tiger platform to discuss and share your predictions that can help you win even more coins for rewards redemption. This will definitely bring fellow Tiger friends even closer.  We are nearing the end of the group stage matches and the intensity is just going to get bigger as the world's best football teams vie fo
avatarKaixiang
2022-05-13
Despite the recent massive tech sell-off, my conviction for $Microsoft(MSFT)$remains unwavered. Microsoft's recent Q3 earnings in late April was stellar and proved that it is not just a leader,but a dominant one as it continues to innovate. Key highlights of the earnings are as follow:· Revenue was $49.4 billion and increased 18% YoY· Operating income was $20.4 billion and increased YoY· Net income was $16.7 billion and increased 8% YoY· EPS was $2.22 and increased 9% YoYMost notably, its revenue in Intelligent Cloud was up 26%, of which Azure cloud services clocked a revenue growth of over 46%. With most companies adopting a cloud-first for scalability and flexibility, demand for Microsoft's Azure will remain robust as it continues
avatarKaixiang
2023-03-07

Keppel Corp - Good Dividend Yield with Upside

I would go for $KEPPEL CORPORATION LIMITED(BN4.SI)$  since the most Tiger friends would choose local banks. The divestment of $SEMBCORP MARINE LTD(S51.SI)$  heralds a new era for Keppel Corp as it continues its journey towards an asset light model. This includes Keppel transforming its Urban Development business, focusing on real-estate-as-service solutions. With the lifting of COVID-19 measures, one may see recovering sentiments and potentially better performance of its Urban Development business. While Keppel’s FY22 net profit is marginally lower than FY21, it is attributed to partial impairment and lower earnings in Urban Dev
Keppel Corp - Good Dividend Yield with Upside
avatarKaixiang
2022-03-25
The implementation of the new Vaccinated Travel Framework, otherwise known as reopening, is a positive catalyst for $SINGAPORE AIRLINES LTD(C6L.SI)$. Target price may be in the range of $5.80-$6. Looking at pre-pandemic levels, SIA share price has been on a downtrend, having averagedaround $8.50-$9 in the year prior to the Covid-19 breakout. The intense competition from budget airlines, coupled with the constant price war from other regular airlines, put great pressure on SIA's share price. Before one gets overly optimistic on the magnitude of VTF on SIA's near-term prospects, it is imperative to look at some key aspects driving share prices: revenue, cost, profitRevenue - SIA has shown that passenger capacity
avatarKaixiang
2022-12-27
2022 - Year Full of Challenges & Test of Conviction 2022 is coming to an end with the much hoped-for Santa rally nowhere in sight while recessionary fears start to weigh on stocks again. As we move into the new year, it is good to reflect on some of the mistakes made this year, re-calibrate and prepare for an equally (hopefully not more) challenging 2023. To start off with, my overall US and SG portfolio are in the red though they fare better than the key market indices. While I am not generally worried about my portfolio (primarily due to avoidance of speculative stocks and focusing only on fundamentally strong stocks), there are areas which I could have done better to improve the portfolio performance. 1. Don’t be swayed easily by the market – trust your own analysis if they are soun

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