bernardtayet
bernardtayet
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avatarbernardtayet
2022-03-16
No one can with certainty said Chinese Stocks have bottom out. Prices are still dropping alot due to institutional sell off due to fear of delisting and continued regulatory control. Retailers, like Tigers friends here perceive that prices will decline further too.  To me, most Chinese stocks are undervalued rather than reaching their bottom. Without government intervention, prices will continue to decline when more global funds shun Chinese ADR including the giant valuable tech stock.  The sudden reversal in prices is due to policy signals from Chinese government to prevent financial instability and deceleration of economic growth. Investors are assured that the regulatory control will end soon, the delisting fear of US listed Chinese Stocks is reduced by USA and China
avatarbernardtayet
2022-05-10
$Nanofilm(MZH.SI)$ fell below its IPO price today due to v v weak market sentiment.It is a stock that has many new product and solutions such as advanced materials used in mobile phone, optical and medical devices. The latest is developing hydrogen energy solutions.To me it is a stock with potential to turn around in future. Hold on to it if already owned it. Buy on further dips bit by bit to see light in the tunnel. I am monitoring it to seize opportunity to own it. Sharing my thoughts in a market full of red. Be calm, weather the turbulence and see the rainbow. Please do your research before plunging into it. Best wishes 
avatarbernardtayet
2022-06-13
$SHENG SIONG GROUP LTD(OV8.SI)$ is relatively unaffected despite a huge fall in the local market. Last Friday most US stocks fell due to report on CPI of 8.6 %. Singapore market took the cue and was in a sea of red today.High inflation usually benefits supermarket stocks that sell consumer goods since they can pass on part of the costs to end users. More people may buy more food items and basic necessities to cook at home as eating out becomes more expensive. This indirectly contribute to Sheng Siong revenues through higher sales. Its e-commerce capabilities also helped to enhance sales. So if you have any interest or intention to look for a good stock that offers reasonable dividends and yet remain strong when market is a sea of red,
avatarbernardtayet
2022-05-03
$Berkshire Hathaway(BRK.B)$ has fallen for several weeks from its high, a rare occurrence.Anyone who had always want to have a hand in Warren Buffett conglomerate but never have a chance due to its high entry price, this moment may be it.It is currently trading at about 320. Perhaps you can monitor for awhile and buy on further dip, says at 300 to give yourself a higher margin of safety. Just a thought from me since I am also monitoring its price movement. So just sharing it with others here. Let's see how FED interest rate decision on the market before making any move. Best wishes. Trade with caution. 
avatarbernardtayet
2022-06-20
Few stocks come to the fore in current high inflationary environment and rising oil prices. First is $SHENG SIONG GROUP LTD(OV8.SI)$ . Inflation affects everyday essential purchase. We become more mindful of our spending. Many will cut down discretionary spending, going out less to eat, do more cooking at home. This will benefit supermarkets like Sheng Siong in reaping higher revenues and profits as a result. Its share price has remained resilient and steady in a bearish market.Energy related stocks tend to rise with inflation. Overcoming supply chain disruption, $REX INTERNATIONAL HOLDING LTD(5WH.SI)$ could offer a good stock to have for potential gains.To overcome higher exp
avatarbernardtayet
2022-04-19
$SIA ENGINEERING CO LTD(S59.SI)$ , $SATS LTD.(S58.SI)$ ,$COMFORTDELGRO CORPORATION LTD(C52.SI)$ i will continue to invest in these three local stock as they certainly will benefits from our local easing of covid measures and border openings.Singapore government is investing money to enhance in bound tourism. It will give a boost to their business.Of course $SINGAPORE AIRLINES LTD(C6L.SI)$ will also benefit but I prefer not to put money in a non profitable and heavily in debt company as of now.In future, I will when it clear its debts, turn higher profits, start paying dividends. 
avatarbernardtayet
2022-05-06
Sell in May and go away is coined when fund managers took leave for summer vacation under normal economic conditions. Today it is exactly the opposite. Macroeconomic and political environment is in turmoil. I would say Stay in May and avoid Dismay on missing out good deal in the market. Market has plunged and will continue to go down.I will stay in market to hunt for Blue Chips that are undervalued with excellent balance sheets and growth prospects. There are a few if we take time to do deeper reading and research. So please Stay in May, Avoid Dismay. Stay in market to go on bottom fishing expedition.That is what I will do as a patient long term investor. Stay calm in a turbulent market. Suck the blood in the red market.Best wishes 
avatarbernardtayet
2022-04-13
$SINGAPORE AIRLINES LTD(C6L.SI)$ and $SIA ENGINEERING CO LTD(S59.SI)$ Which one to buy? With border reopening, the aviation sector is poised to recovery, though may not be smooth. If I have a bigger budget, I will buy both stocks since they are both beneficiary of borders openings in Singapore and other countries. However if I have a budget of say $6000, I would invest in SỊA engineering since it has a stronger balance sheet, and a diversified essential aircraft maintenance, repair and overhaul business in Singapore and in the region.Many carriers would need its services on aircraft maintenance to certified fit to fly safely. Hence it is first to benefit compared to SIA w
avatarbernardtayet
2022-05-17
$Sea Ltd(SE)$ earnings is likely to fall by more than 5%. Too many factors negatively contribute to it. Gaming and e-commerce businesses are greatly negatively affected by border reopening and covid 19 loosening restrictions.India 's bạn on its mobile game, Free Fire is another contributor to lesser revenues, through it may be good for its high cash burn rates, at least it may lessen it.  But the shutting down of its online shopping business in India is a negative factor for its growth.High inflation, supply chain disruptions, rates hikes further cemented its possible decline in earnings, besides lesser user engagement programmes and promotions. Hope to see better results in next quarterly earnings. 
avatarbernardtayet
2022-06-23
Buying for the future, buy stocks with innovative and futuristic concepts. Metaverse concepts, though just at infancy stage will soon grow up. META, Microsoft, Apple are companies at the forefront of developing technologies for a metaverse reality.Their share prices have fallen in line with weak market sentiment, bearish macroeconomic and political situations. $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ and $Apple(AAPL)$ are three stocks worth thinking about if you are visioning intergenerational wealth. Metaverse concepts will become a reality, like it or not.They will create real world interoperability in the metaverse. C
avatarbernardtayet
2022-06-02
$SATS LTD.(S58.SI)$ Its shares have fallen recently after failing to meet expected results. However the company has a reported earning of $7.2m instead of a loss a year a year ago.Sats has expanded its business by opening up a Food Hub. It wants to explore new opportunities outside of aviation. To me this offers greater flexibility, sustainability and growth in future. Hence the recent fall in its share prices give long investors an opportunity to buy or accumulate more of its shares, to maximise investment returns in years ahead when recovery in aviation has firmly rooted in probably 2023. If market continue to work against it, I would likely buy some at price range of $3.60 to $3.80.Again, this is just my per
avatarbernardtayet
2022-12-19
$Grab Holdings(GRAB)$  , is a stock to invest now? Analyst reported that grab is cutting cost, seen as a move towards profitability (Straits Times December 19 2022). If I have $5000, I may hesitate to buy Grab despite its bold aim to break even in second half 2024. I would probably buy T bills or place in Fixed Deposits in the meantime. I will start reviewing the possibility of my investment in Grab in early 2024 when its profitability target is clearer. Right now, my confidence in Grab is not high given the following factors.  One, it is still not making money, which is against my principle of share investment.  Second its share prices have fallen from a high of some $13 to its cuurent low of around $ 3 plus. Third, it faces c
avatarbernardtayet
2022-06-15
$Citigroup(C)$ is the 4th largest bank in the States,established in 1812.  It has caught my attention recently for its new business strategy, selling consumer banking to focus on wealth management.Another reason is that its share price has fallen from 52 week high of $74.64 to last closing price of $45.96. It also pays annual dividend of $2.04, representing about 4.5% yield. I am not buying now. I am monitoring only, waiting for announcement of FED rate hike before making a decision.If it drops further then, I may see it as an opportunity to acquire some of its shares to reap some capital gains when economy recovers from its current recessionary environment. And meanwhile enjoying its quarterly dividends payout of 51c.Patience is neede
avatarbernardtayet
2022-09-17
I am of the opinion Fed will hike interest rates to 100bps. Inflation is still high, labour market is still strong, economy is still not in severe recession. Fed hinted that it will inflict great pains to bring inflation down at all costs. The strong dollar is another factor pushing Fed to be more aggressive in its intervention. Buckle up for a rough ride, riding through the reddish stock market. Be calm and confident that there is a pot of gold waiting for the long term investors. Tough times do not last, tough people will. Best wishes. 
avatarbernardtayet
2022-07-06
The FED has increased the interest rates, and will continue to raise this year. Rising rates, to many investors, are beneficial to banks. Banks can earn more interest income by increasing mortgage loans interests like what our three local banks did recently. $DBS GROUP HOLDINGS LTD(D05.SI)$$UNITED OVERSEAS BANK LIMITED(U11.SI)$$OVERSEA-CHINESE BANKING CORP(O39.SI)$ have also revised and repriced their mortgage loan rates higher.However, continuing rising rates may be too much and too fast of a good thing for our banks. Non performance loans may increase due to default by existing borrowers. Businesses may find it too costly to borro
avatarbernardtayet
2022-03-29
$COMFORTDELGRO CORPORATION LTD(C52.SI)$ i will continue to buy into this stock to enjoy more dividends as passive income (my main goal) and for long term investment to benefit capital gains, expecting a 20 % rise in price. Since my short term target price for SIA is $ 5.90, given the volatile and uncertain macroeconomic and political environment, I will buy more of it when the price is below$5. 00, to provide me with greater margin of entry.  Afterall the company is still bleeding and not giving out any dividends. Just sharing my trading views for consideration. Trade with caution aligned with our own objective. $SINGAPORE AIRLINES LTD(C6L.SI)$
avatarbernardtayet
2022-11-18
There is no best way to invest and little chance to capture the peak in a rising interest situation.  With inflation unabated, FED will continue to raise interest rates, and stock market will be affected in a negative fashion.  For me, I will review and rebalance my portfolio. Move out of reits with high debts if it is making decent returns to avoid going into red since high gearing will affect DPU. Second, bottom fishing for value stock with strong fundamental and large moat, if they have fallen near 52 weeks. Accumulate along the way to reap capital gains. Third, look beyond stocks. Invest in Singapore Saving bonds (SSB) and Treasury Bills from government. These offer up to a range of 3.5 pc to over 4 pc in recent months. Don't forget Tiger United Fixed Maturity Bond
avatarbernardtayet
2022-05-30
$Novavax(NVAX)$ , a stock that may shoot to the moon in about 10 days. On June 7, FDA advisory will meet to review its Emergency Use Authorisation (EUA) filing.Given that other global regulatory authorities including Singapore has allowed its use, I am rather hopeful that its vaccine is likely to be approved by FDA, which will then very likely push its current share price higher. It is  trading at around US $55.29 as at May 27.Given that it has fallen drastically over the last 6 months, I have renewed confidence in this stock. Afterall, Covid19 and its new variant are not likely to go away so soon, demand will still be there. Moreover Novavax vaccine is protein based that offers an excellent option to people worried about unfor
avatarbernardtayet
2022-09-02
$COMFORTDELGRO CORPORATION LTD(C52.SI)$i am bearish on this stock despite relaxing of covid restrictions and border reopening.The rising cost of living could lead local residents to change their travelling habits from taxi to mrt and buses instead. Competitive pricing from hail ridings is another factor. Some taxi drivers of older age group may drive less hours on the road. Rising oil prices may eat into the profits of the taxi business.Despite border openings, our traditional group of Chinese tourists and nearby neighbouring countries are not here in big volume due to restrictions and other economic factors in their domestic economy. Despite a stock paying reasonable dividends, demand for it is not stron
avatarbernardtayet
2022-06-29
Looking East is my recent thinking when come to stocks purchase. The recent Fed rate hikes and further hikes till end 2022 led me to this thinking. The US is trying to tame inflation which may cause a slow down or even stagflation in the economy.On the other hand China and those countries in Asia or ASEAN may be trying to generate growth, in particular China, facing a slow down due to Covid19 lockdown. Hence I am overweight on Asian stocks, reducing exposure to US, except daily addictive consumer goods like $Coca-Cola(KO)$ Coca-Cola.Locally in Singapore, I will continue to add defensive stocks like $SHENG SIONG GROUP LTD(OV8.SI)$or potential gainers from border reopening such as

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