Oversea-Chinese Banking Corporation Limited (SGX:O39) has announced that it will be increasing its dividend on the 20th of May to S$0.28. This makes the dividend yield about the same as the industry average at 4.3%. Oversea-Chinese Banking's Earnings Easily Cover the Distributions While it is always good to see a solid dividend yield, we should also consider whether the payment is feasible. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. No cash flows could definitely make returning cash to shareholders difficult, or at least mean the balance sheet will come under pressure. Looking forward, earnings per share is forecast to rise by 12.4% over the next year. Assuming the dividend continues

KEY POINTS Tencent stock recently sold off after earnings, even as other Chinese tech stocks bounced back. Tencent's fourth quarter felt the full sting of regulations implemented over the summer. However, assuming those mark a one-time "reset," Tencent should begin growing strongly again in the second half of 2022, making its stock a bargain today. Investors are fleeing the stock on a big slowdown in growth, but there is a path to a rebound. Perhaps the highest-quality Chinese tech stock is Tencent which sold off after its recent earnings report. Revenue growth slowed to just 8% last quarter, its first single-digit quarterly growth figure in its history as a public company. Uncertainty across Tencent's businesses, from gaming to social media to fintech, is causing investors to av

CapitaLand Integrated Commercial Trust has had a rough three months with its share price down 6.0%. But if you pay close attention, you might find that its key financial indicators look quite decent, which could mean that the stock could potentially rise in the long-term given how markets usually reward more resilient long-term fundamentals. At first glance, CapitaLand Integrated Commercial Trust's ROE doesn't look very promising. However, the fact that the its ROE is quite higher to the industry average of 5.4% doesn't go unnoticed by us. Consequently, this likely laid the ground for the decent growth of 5.2% seen over the past five years by CapitaLand Integrated Commercial Trust. Bear in mind, the company does have a moderately low ROE. It is just that the industry ROE is lower. Therefor

SummaryAs Nvidia has skyrocketed towards $1T market cap, investors appear to have started ignoring the fundamentals. As I see no further upside, I am repeating my 2021 Peak Nvidia call.Nvidia's growth sustainability, moat, and valuation are exaggerated, making the stock overvalued and potentially a bubble.Comparing Nvidia to Zoom's temporary pandemic surge, the current demand for AI hardware (and therefore Nvidia's growth) may not be sustainable in the long term.With competition from Intel and other chip vendors being unjustifiably minimized, Nvidia's 98% production gross margin seems unsustainable. Nvidia has no clear AI leadership/moat.The valuation is actually not defensible, as a surge to something on the order of $100B revenue is now being priced in. Sell your shares at the current pe