$Fu Yu(F13.SI)$ What are the thoughts of those who are familiar with this company? From a dividend darling to one facing tougher times. Any glimmer of hope in the current "higher for longer interest rates environment"...? Love to hear everyone's thoughts as we deliberate on the pluses/minuses.
$CORDLIFE GROUP LIMITED(P8A.SI)$ They aseemed to have managed to get their costs under control. But is unable turn bigger blockbuster numbers from the high population countries they have an operating presence in. The management's eagerness in selling their only China foothold via the convertibles resulted in it being sold too cheaply. The share price never recovered after that. Compared to their Taiwanese and USA peers - the board of this SGX listed entity has been a disappointment although it has made great strides in their turnaround since selling off their China stranglehold too cheaply. Great margins and highly scalable model. With low NPL. How could it have not been more successful than it is now? This little puppy wi
Ok//@Guavaxf30:Inflation, interest rates, factory lockdowns, China will likely go into recession. To China, recession is not necessarily negative GDP. Anything below 5% is already a recession to them. Growth stock like NIO needs to be avoided for now.Please forgive my bearish outlook but I just have a very bad feeling about this. I have seen this happen before and been hurt bad. I hope nobody has to experience the same.