Lemsicals
Lemsicals
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avatarLemsicals
2023-07-28
$MANULIFE US REIT(BTOU.SI)$ is an interesting play. Under US Tax Law, for a US REIT to be a REIT, it MUST pay 90% of its taxable income to unit holders. If they don't, they will pay tax. If Lenders prevent the payment of dividends, this could spiral out of control. I might jump in if I think the REIT will survive but I wouldn't go in for anything more than 7 cents. It's still overvalued. 
avatarLemsicals
2023-08-22
$OUE COMMERCIAL REIT(TS0U.SI)$ can someone help explain why OUE Trust price is so low? What is driving this?
avatarLemsicals
2023-07-13
$SINGAPORE POST LIMITED(S08.SI)$ is a RISKY RISKY RISKY play. The company should have restructured and remade itself years ago but it didn't happen. Forget the debt burden, forget the downgrades, the key question is whether the company has the right leaders to turn things around. Tell me if you're brave enough to dive in and at what price will you do it?
avatarLemsicals
2023-08-01
I keep saying this $HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$ is undervalued massively. 
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avatarLemsicals
2023-07-26
$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$ I'm really curious about Hutchison Port. Can someone please give me a nugget of insight why the stock has fallen so much today? It's such an interesting stock. 
avatarLemsicals
2023-08-15
$SINGAPORE AIRLINES LTD(C6L.SI)$ Mistake to think that other airlines ramping up capacity automatically means that SIA won't still be able to continue its rising trajectory. Stock should be $11+ not declining. So long as SIA continues to connect itself as a luxury premium brand, demand elasticity remains consistent irrespective of price elasticity of supply. I simply don't understand the logic behind the latest hold ratings by some of these so-called experts. 
avatarLemsicals
2023-07-05
Continuing the theme of small caps, has anyone been looking into the merits of betting on a nascent industry. I'm currently looking into the eVTOL vehicles or the "air taxi" industry. $Eve Holding(EVEX)$ $Joby Aviation, Inc.(JOBY)$ $Archer Aviation Inc.(ACHR)$ 
avatarLemsicals
2023-07-01
New to this and Tiger Brokers, but here goes.... I would describe current equity markets as a "low conviction environment" meaning there's very little upside. So it probably makes sense to explore US Small-caps. I'm currently looking into: $Arvinas LLC(ARVN)$ $Ducommun(DCO)$ (My biggest conviction) and $SpringWorks Therapeutics, Inc.(SWTX)$ 
avatarLemsicals
2024-02-15
$ManulifeReit USD(BTOU.SI)$ I think this will go down to at least 3 cents if not lower after the $KepPacOakReitUSD(CMOU.SI)$ suspension of dividends. 
avatarLemsicals
2023-08-07
$Arvinas Holding Company LLC(ARVN)$  Just passing this on from attached web article. I make no opinion on the article. "The predicted price for ARVN in the upcoming period, according to Oppenheimer is $95 based on the research report published on June 26th of the current year 2023." https://newsheater.com/2023/08/01/arvinas-inc-arvn-shares-up-despite-recent-market-volatility/

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