MilkTeaBro

A retail investor with more than 20 years investment experience

    • MilkTeaBroMilkTeaBro
      ·12-05
      I opened $Wilmar Intl(F34.SI)$  ,I bought 1000 shares, for Dec 2024 budget.
      4.75K18
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    • MilkTeaBroMilkTeaBro
      ·11-30

      Nov 2024 Update: Inflation, stock value and financial goals

      In the long run, in the case of pure inflation, where input and output prices rise at exactly the same rate, inflation has no impact on the real value of stock prices and the real returns on stocks will not be affected. The historical evidence overwhelmingly supports this contention. But the short run is far more complicated. Input and output prices may increase at different rates, depending on whether supply shocks or demand shocks impact the economy. Furthermore, inflation may prompt the Fed to increase real rates to slow the rate of price increases down to their target levels. Finally, our tax system, not adequately indexed to inflation, causes a higher effective tax rate on real capital gains and potentially higher taxes on corporations. For that reason, in the short term, real stock r
      5942
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      Nov 2024 Update: Inflation, stock value and financial goals
    • MilkTeaBroMilkTeaBro
      ·11-21
      I opened $Genting Sing(G13.SI)$  ,Genting Singapore, a blue Chip, net cash positioned company, 5.26% dividend yield. Macro economy is uncertain, tourist attractions look gloomy, I just patiently acculturated cheap chips.
      4.05K1
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    • MilkTeaBroMilkTeaBro
      ·11-19
      I opened $CapLand Ascendas REIT(A17U.SI)$  ,Bought 3300SGD for swing trading, I always hold position of Ascendas, swing trading helps to lower holding cost.
      4.23K7
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    • MilkTeaBroMilkTeaBro
      ·11-18

      cute economy- Buy back "childhood" and bring back partners

      The "cute economy" has swept Singapore. Some catering operators have launched fun dolls as gifts with consumption, which has increased the daily customer flow by 30%; Southeast Asia, including Singapore, has become the largest overseas market for the trendy toy brand Pop Mart, which opened two new stores in Singapore this year; the sales of Jellycat plush toys, a new favorite on the gift list, in some local sales counters have also soared by more than 50% this year compared with last year. The cute economy is a product market that has been spawned by "cuteness" as a selling point. More and more local adults are willing to pay for "cuteness", and merchants are also taking advantage of the situation to seize business opportunities. Pop Mart, a trendy toy brand from China, has caught up with
      588Comment
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      cute economy- Buy back "childhood" and bring back partners
    • MilkTeaBroMilkTeaBro
      ·11-13
      no matter how powerful is hiring app or platform, some companies still hire agent service to manually get a shortlist. It is like an outside HR  consultant which can suit all size companies. so far, HRnet is net cash position and steady dividend payments record.
      @koolgal
      $HRnetGroup(CHZ.SI)$ is a leading recruitment and staffing firm, headquartered in Singapore since 1992. From its humble beginnings with just 4 staff, HRNet Group has grown to over 900 consultants spread across 17 Asian cities and 39 business units. I like HRNet as it represents a small Singapore company that has done well and its nice steady dividends paid twice a year. The current dividend yield is 5.84%. Asia has a large and growing population with a big labour force that many multi national companies would need to grow their businesses. HRNet Group is one of the best recruitment companies in the region. @Tiger_SG
      $HRnetGroup(CHZ.SI)$ is a leading recruitment and staffing firm, headquartered in Singapore since 1992. From its humble beginnings with just 4 staff, HRNet Group has grown to over 900 consultants spread across 17 Asian cities and 39 business units. I like HRNet as it represents a small Singapore company that has done well and its nice steady dividends paid twice a year. The current dividend yield is 5.84%. Asia has a large and growing population with a big labour force that many multi national companies would need to grow their businesses. HRNet Group is one of the best recruitment companies in the region. @Tiger_SG
      4371
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    • MilkTeaBroMilkTeaBro
      ·11-13

      Valuetronics 1HFY2025 report

      Valuetronics delivered a stable 1H FY2025. I observed and invested in this stock for years.  I endorsed this company is trusted. There's interest things, $Valuetronics(BN2.SI)$  has no debt, 69% of market value are cash.  Buy a stock, 70% is cash, 30% is profitable assets, price to book only 1.1. This is reason I love SGX stocks so much, low value, high dividend and dividend tax free. I have accumulated 200% profits in 3 years by collecting dividend and swing trading.
      7683
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      Valuetronics 1HFY2025 report
    • MilkTeaBroMilkTeaBro
      ·11-12
      I opened $Genting Sing(G13.SI)$  ,Sentosa island is one of Singapore Icon. I believed in Singapore long term prosperity. Genting Singapore new developments definitely will add profits in future. It seems Genting would use her internal recourse to fund new projects. It may not affect dividend payments.
      5.96K3
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    • MilkTeaBroMilkTeaBro
      ·11-12
      I opened $Venture(V03.SI)$  ,Bought a hand for dividend income, very solid financial sheet and net cash position, can safely pass through storm. Venture should be benefited from China and US tensions. It has factory in South East Asia. 
      3.70K4
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    • MilkTeaBroMilkTeaBro
      ·11-06
      I opened $Wilmar Intl(F34.SI)$  ,I bought 400 shares. One of reason is to utilise a 50SGD voucher. Wilmar Q3 results was below market expectations. But I don't really care it. The business nature is that, profits margin can go up and down. I use to buy good company stock at their not good business time. I can collect the dividends at low cost at bear trend.  When everything is clear and certain the price has been high already. Why did I bet Wilmar do better in the future? It has good management team and edible oil, rice, sugar are always essential for our daily life. During the downturn, Wilmar tried to buy back share, CEO bought shares many times, and maintained the dividends payment. No one can do better to support shareholders than
      7.96K8
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