$SINGAPORE POST LIMITED(S08.SI)$ :A Turnaround Story? When I search stocks in SGX, I look for simple business and easy to understand. Then I found Singapore Post Ltd at the first place. Singpost owns 56 post offices, 7delivery bases, 300 self-service automated Machines (“SAM”) kiosks, 801 posting boxes and over 9,700 PopStation lockers across 140 locations in Singapore and several online portals. That makes SingPost one of the largest retail distribution networks in Singapore. SingPost was listed on the Main Board of the SGX-ST on 13 May 2003. Its largest shareholders are Singapore Telecommunications Limited and Alibaba Investment Limited. SingPost business segment consists of: 1.Post & Parcel 2. Logistics (Freight forwarding and eComm
Buy When There's Blood in The StreetA famous quote from Nathan Rothschild for contrarian investing can produce great profits. Applied to semiconductor industry which is not favorable this time, I think it good time to collect some of semiconductor stocks. Though facing supply chain disruption first and then slowing demand due to high inflation, this industry is still believed as promising sector in long run for EV/AV, IoT, data center etc. To pick which stock to buy depends on investors preferances such as low p/e, high dividend yield, wide moat and market leader and so forth. For low p/e, there are $Micron Technology(MU)$ , $Intel(INTC)$, $Advanced Semiconductor Engineering(ASX)$. For high dividend yield, it is ASX as well. For those who loves to buy wide moat and market leader, there is
If I were to have lunch with Warren Buffett, I would like to ask him these several question :1. How to determine the portion of his stock once he found his winning stocks.2. What is his money management method3. What comes up first when he is doing his screening. I'd so glad to hear from him and learn from him directly. It'll become memorable moment to learn from greatest investor in the world :)
My portfolio's performance starts to improve in this late first semester of 2022. After dropping for several months and doing average down for my hkx stock, it begins to green already. As I see the opportunity in US Market, I decrease some of my hkx funds to l catch up the opportunity in US market correction. The lesson of bear market for me is money management is very importance for us to stay alive (lol) regardless market is up or down.$XIAOMI-W(01810)$ , $Amazon.com(AMZN)$ , $Micron Technology(MU)$
The first book that I read this year and inspires me a lot is Richer, Wiser, Happier by William Green. My friend recommended this book to me. William Green talks about super investors’ life, thought, principles that guide them both in investing and life. This thought and principle can be applied by us too. According to William Green, one of the best reasons to study the investors spotlighted in this book is that they can teach us not only how to become rich, but also how to improve the way we think and reach decisions. There are so many great investors with great result consistently beat the market. I'll share two of them here. We start from Monish Pabrai which is known as WB India. He method is copycat investing by picking the best idea of successful investor and apply it himself. He was
Why Wide Moat Businesses May Not Be a Good Investment
I used to assume that businesses with wide moats are going to be good investments, provided you bought them at the right price.In Buffetts parlance, a business with a wide moat means that it has a huge competitive advantage that keeps competitors at bay, allowing the company to earn good profits on its investment.That seems intuitive and logical, doesn't it? But there was a caveat. An unspoken rule. Having a moat is important, but the trajectory of the moat is even more important.It is more important to have a growing moat than a wide oneIf we only cared about the size of the moat and not the direction, over at some point we would have picked:– Blockbuster over Netflix– Yahoo over Google– Nokia over AppleThis mistake isn't just made by investors. Management of these companies too made the
A new chapter with Tiger : Let’s Invest globallyBeing go through two cycles, bull and bear, and still able to preserve my capital motivates me to broaden my horizon by investing abroad. After joining several discussions and getting more informed by @kungpao (one of investor that I admire the most), I choose to use tiger broker to invest globally. Tiger broker’s fee is competitive. Its trading platform is user friendly. Tiger also offers free lot and free commission for certain period. The help center is very responsive and the tiger community is informative as well. We can find reports, news, charts and updates all in tiger broker’s platform. It helps me a lot when I first invest in Hongkong market and later in US market. Last but not least, the most attractive one is collection coin, I en
My favorite snack for CNY is peach gum dessert. This is the very first drink to have before eating breakfast in CNY in my family. It taste sweet which means to begin new year with sweetness. Besides, we become healthier as well due to the very best ingridients : peach gum, dried longan, red dates, gojiberries. Happy CNY everyone!!