SamuChong
SamuChong
Financial Analyst by trade, CFA charterholder
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$iShares MSCI India ETF(INDA)$   High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population  Inflation kept in check 
avatarSamuChong
2023-06-13
avatarSamuChong
2023-05-25
$Alibaba(09988)$ SOTP undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap.  Company has good moat, divestiture rewards current shareholders 
avatarSamuChong
2022-07-08
better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)
Payrolls Increased 372,000 in June, More Than Expected
avatarSamuChong
2022-05-18
$Upstart Holdings, Inc.(UPST)$TP 70 with 40% weighted bear case scenario.
avatarSamuChong
2022-02-12
that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year
Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks
avatarSamuChong
2023-03-02
$OVERSEA-CHINESE BANKING CORP(O39.SI)$ Most undervalued among the 3 banks. Picking up more shares 
avatarSamuChong
2022-05-20
avatarSamuChong
2023-03-02
avatarSamuChong
2023-02-01
avatarSamuChong
2022-05-20
omg
Applied Materials Reports Weak Earnings, The Stock Is Dropping
avatarSamuChong
2022-05-17
avatarSamuChong
2022-05-14
avatarSamuChong
2022-05-13
avatarSamuChong
2023-12-08
If time could rewind I will not invest in china
avatarSamuChong
2023-11-03
$Apple(AAPL)$ short term pullback, long term opportunity. Queuing at 160
avatarSamuChong
2023-10-19
avatarSamuChong
2023-10-13

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