LesterTan
LesterTan
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avatarLesterTan
2025-07-21
$ASML Holding NV(ASML)$  It's the only high end lithograph manufacturer. Has wide  economic moat. It's clients include TSMC,  intel, Samsung etc. TP 900-1000, clearly  undervalued .
$Alphabet(GOOGL)$  This is the undisputed  AI, Search & advertising juggernaut. It also  holds ard 8% in space X which is not priced in yet. This is another leg up. Buy this dip before the market wakes up 
avatarLesterTan
2025-06-03
$Alphabet(GOOGL)$  the cheapest  magnificent 7 stocks. Truly undervalued.  Stocks are voting machines in the short term but long term, they're weighing machines. 
$UnitedHealth(UNH)$  Everyone is buying the mag 7 these days &forgot about other sectors  like Healthcare insurance. We need not put  everything in one basket. Good to diverify and unh is one solid stock to buy. It's the largest  Health insurance company in the US and has a solid track record. More upside To come.
$UOB(U11.SI)$  This is one of the trio Giants in banking. Funds are coming in to buy up  their Shares especially before earnings in  early Aug. Uob being the cheapest is playing  catch up and has climbed. Still undervalued & paying good dividends. But before the next leg up.
$UOB(U11.SI)$  This is one of the big banking trio in Singapore and the cheapest in  valuation terms. Strong fundamentals and  diversified Businesses in various countries. Recently it shows it is breaking out to the  upside. Still undervalued.
$DBS(D05.SI)$   This is the strongest bank in this part of the world. Though nim has fallen but its business are well diversified especially into wealth  management Which is increasing profitable  Replacing Nim. Buy the dip. Mid term to ard 68-70
avatarLesterTan
2025-06-16
$ocbc bank(O39.SI)$   Ocbc is ranked 2nd behind DBS. All 3 local  banks are a buy with ard 5-6% dividend. Plus you can sleep easy at night. Solid earnings  every year.
$Alphabet(GOOGL)$  This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI,  search, cloud are being monetized. Google  also Has ard 8% share in space X. buy the  dip.Tp 450.
avatarLesterTan
2025-10-27
$UnitedHealth(UNH)$  it's the largest health insurance Company in the US. Unfairly  punished By the market. Severely undervalued,  Worth 500 or more. Warren Buffett cannot  resist The low price and bought it. 

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