MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
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avatarMilkTeaBro
2023-10-07

the privatization of Haitong International

On the evening of October 6, Haitong International announced that the offeror, Haitong International Holdings Co., Ltd., will privatize the company through an agreement arrangement in accordance with Article 99 of the Company Law after the prerequisites are met. For the privatization of Haitong International, the cash for each canceled planned share is HK$1.52, which is a premium of approximately 114% to the latest closing price. I placed a 6000 shares limit order, 1.21HK$, 80% of offered price. I bet the privatization process would be successful. The current P/B at 0.71HK$ = 0.26, so the offered price is still around 0.5 P/B, reasonable bargain.  $HAITONG INT'L(00665)$  
the privatization of Haitong International
avatarMilkTeaBro
2023-07-03
2023 mid-year recap - Sushi price Fresh Sushi are sold in the super market, in the morning, it is original price and it is 50% off in the evening after 8:00 pm if it has leftovers. It happens daily. It's easy to guess, tomorrow night at 8:30pm , what's the Sushi price, tomorrow morning 8am, what is the Sushi price. There's a similar cycle like Sushi price in the financial markets , it's Fed interest cycle.  Fed hikes interest, no risk assets yield is 5% now, all other assets price have to give discounts to match Fed interest yeild. For example, the Singapore REIT , all of them present 5-10% yield now. I am not surprised that some US banks declared bankrupt because they placed too much cash on long term investment grade bond. unfortunately, all those bond prices dropped. What assets ar
$Genting Sing(G13.SI)$   It got huge volume today, 700M shares, I didn't see it for years. I bet it's a good sign for Genting Singapore investors.

October 2025 Portfolio Update

- Performance: A profit of SGD 17,000, representing a 3% gain. - Dividends: Accumulated SGD 26,000 in dividends year-to-date, with SGD 24,000 already received. - Market Outlook: Anticipate continued bullish momentum in the Hong Kong market, driven by expected US Federal Reserve rate cuts. Hong Kong equities remain undervalued relative to other major global economies. $LION OCBC HSTECH ETF S$(HST.SI)$   $BYD COMPANY-100(01211)$   $Wilmar Intl(F34.SI)$  
October 2025 Portfolio Update
avatarMilkTeaBro
2024-06-17
$TRACKER FUND(02800)$ HSI ETF was a nobody wanted child. I accumulated it at bargain prices. I believe in China, and those HSI companies provided decent dividends.
avatarMilkTeaBro
2024-05-01

April 2024 update

April 2024 is not bad for me, about 2% paper gain. Thanks to HK stocks started technical bull market, and dividend stocks demonstrate resilient. $TRACKER FUND(02800)$   $LION OCBC HSTECH ETF S$(HST.SI)$   $China Everbright(U9E.SI)$   I have locked 9k dividend income for year 2024. I expected dividend income would be 20k in 2024. Trade Feed is an interesting Tiger App program. Unfortunately, most of SGX stocks are not in the list for order sharing. If you are interested in SGX dividend investment strategy you can follow me and view my holdings and orders. My orders page was little messy. Every week I complete 5 US stocks order. Fractional
April 2024 update
avatarMilkTeaBro
2023-07-07

CapLand Ascendas REIT private placement

CapLand Ascendas REIT closed a private placement at issued price 2.727 on 16 May 2023. The investment bank and financial institute are qualified person who can take the private placement. That price did not entitle the dividend payout on 26 Jun 2023. Anyone can buy Ascendas at below 2.72 now are luckier than the smart financial expert. Fed will have two more 0.25 interest hike, Powell looks not bluffing. It could be power of ‘last straw’ to the market. But the actual impact is only on ‘emotional level’. There is not much difference between 5.0 and 5.5. The most import that we are very close to the end of tunnel, it is not far away from stopping interest hike. RHB gave a comment on Ascendas REIT, ‘ A Defensive Shelter’ on 4 May 2023, TP 3.25. $AS
CapLand Ascendas REIT private placement
avatarMilkTeaBro
2022-02-22

Earnings Season-Aztech Global growth strong

Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed. Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.$Aztech Gbl(8AZ.SI)$ @
Earnings Season-Aztech Global growth strong
avatarMilkTeaBro
2022-03-27

All about EV

In terms of energy consumption, electric vehicles are relatively lower, saving an average of $11.56 per 100 kilometersThe absence of engine and fuel components reduces maintenance and repair costs for electric vehicles by 50 percent.Maybe many people have such a doubt: power generation also consumes energy, so compared with fuel, where is the environmental protection of electric vehicles?From the perspective of production and energy consumption, it is undeniable that the production of electric vehicles emits an average of 30 to 40% more greenhouse gases than the production of fuel vehicles. Among them, the battery is the part that emits the most greenhouse gases in the production process.However, the low energy consumption in driving will make the environmental protection of electric vehic
All about EV
$Wilmar Intl(F34.SI)$ The worst case, Wilmar eat one time loss in Indonesia. I trust Wilmar management team, business environment in Indonesia is in the question.
avatarMilkTeaBro
2024-10-02
$Genting Sing(G13.SI)$ I sold 1/3 position at break even price, my intention is to collect dividends, instead of paper loss. used market swing to lower my holding cost.
avatarMilkTeaBro
2024-06-28
$TRAD CHI MED(00570)$ I bought a hand because it is below my cost. I think it is enough for me now. A state owned company sincerely private offer that is not cheating.
avatarMilkTeaBro
2024-10-01

Sep 2024 Update For Alice

Followed the Aug 2024 update, Dividend stocks great opportunity, Here is Sep 2024 Update For Alice: Thanks to my wife, family always is more important than wealth. My dear Alice, First, I want to take this opportunity to express my gratitude for your trust in me. You let me to manage my salary since from we married. As a husband and a father, responsible, disciplined finance management is necessary, finished the house loan, then try to avoid investment loss and beat inflation become my financial goals. Started from Jan 2022, I call this investment campaign 'Fed interest hike'. Followed the FOMC meeting pace,  I gradually built up SG, HK dividend stocks and Emerging markets ETF. Interest higher and longer was not in my original expectations, about 50k paper loss at Oct 2023. I bel
Sep 2024 Update For Alice
avatarMilkTeaBro
2022-07-23

"Bubble Prophet" Jeremy Grantham

No one likes bad news, but if the "bad news" the person says turns out to be true, the news has value. "Bubble Prophet" Jeremy Grantham is unique in the industry because he accurately judged that the Japanese stock market peaked in the late 1980s, the technology bubble in 1999, and the US real estate bubble in 2007.Jeremy Grantham's latest "bubble theory" came in an interview last July. This article is that "old news", but it is published today because he's right again this time."We're in a bubble and the decline could be in a few months," he said last July. He reminded not to invest in the U.S. stock market, and do not invest in the 5 major technology leaders in the U.S. stock market; if you want to invest, invest in emerging markets, especially the Chinese market, "Due to the size and gr
"Bubble Prophet" Jeremy Grantham
avatarMilkTeaBro
2022-02-28

How to play dividend stocks

I read an article from Tiger_Academy, if you need to live on dividends...@Tiger_Academy I would like to share my opinion regarding dividend stock.First what is dividend stock?Dividend stock needs meet two conditions.1.     Dividend yield must be double then 10 years Government bond yield, at least 4%.2.     Dividend stock business model is low ‘β’ , that means business profits was stable and easily to forecast.Profits was stable and easy to forecast. Let me give a few samples for dividend stock.$P7VU(P7VU.SI)$ $和记港口信托(NS8U.SI)$ Port busi
How to play dividend stocks
$ComfortDelGro(C52.SI)$ Comfort Delgro forward dividend yield 6%.RoboTaxi and bus are on the way in Singapore, partner with Weride and Pony AI.
$Wilmar Intl(F34.SI)$   Wilmar is my largest stock holding. As a Fortune 500 company and a global leader in agricultural products, Wilmar has a significant presence in China and India, where it plays a key role in feeding large populations.  The relatively slow pace of technological change in the agricultural sector suggests that Wilmar's business model is unlikely to become obsolete in the future. While profit margins, particularly in China, have been under pressure in recent years due to macroeconomic headwinds, there are signs of gradual improvement.
avatarMilkTeaBro
2024-05-27
$Singtel(Z74.SI)$ Take a look at the latest order I posted!
avatarMilkTeaBro
2024-08-12
$Wilmar Intl(F34.SI)$ I believe in Wilmar. It's a great company, deeply engaged in China and India market, feed majority population in our world. Food industry is never out of time.
$GEELY AUTO(00175)$ I opened 1000.0 share(s) $GEELY AUTO(00175)$  , Buy the dip . Geely Auto can be regarded as a growth stock, especially its layout in the fields of new energy vehicles and intelligent driving provides it with significant growth potential.

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