Why choose Singtel & Halcyon Agri in this market environment
A simple write up for debate and frankly to affirm my convictions as i sit in gains while waiting for these positions to come true
$HALCYON AGRI CORPORATION LTD(5VJ.SI)$
Why Halcyon Agri ;
the lunacy or mania of EVs is rising all over the world to the extent traditional I.C.E vehicle production is impacted both on chips and raw material productions.
food for thought, what has ran up and what is waiting to be uncovered?
Ran up or Mooned: iron, palladium, roiled steel, aluminium, platinium, silver, copper, lithium, cobalt, gold and all the relevant shares of these production company has risen as these are material inputs into vehicles
What hasn't: simply Rubber and its producers
Yet rubber is the most core and important wear and tear element in form of tires!!! you will start to see lesser road repairs as bitumen rise in price due to crude oil price hikes, thereby more wear and tear of tires.
Furthermore, with rubber production constrainted by growth time and climate change running against rubber trees. Rubber will only rise in time to come with this commodity cycle.
ok we get it but wht halcyon agri?
simply because it is one of the leading full suite producer end to end and its financials are improving, which unfortunately goes unnoticed as compared to its peers due to prior years of losses resulting in heavy undervaluation
you can of course invest via thailand's sri trang agro which is also a good pick too but thailand currency may fall more than yuan which is a food for thought.
i like sri trang agro too $SRI TRANG AGRO-INDUSTRY PCL(NC2.SI)$
Now this guy.. basket ticker most singaporean have but basket just dont move
yet it is in adverse market environments that it shines, pull up the periods of 2007 to 2009 where it was all doom and gloom, suddenly everything makes sense.
Singtel is defensive in nature and has diversified roots yet it improves as seen from 5G and pure play Mobile banking tie up with Grab which is expanding regionally
India was a hell hole for Singtel but it has come to change and we all know where the money is going to nowadays. Global GLCs and SWFs are trying to heavily invest into india and guess who is there already?
DBS and Singtel. DBS though not recommeded and a story for another day
feel free to share and ask, so i can learn from you. i will try to be prompt in replies[love you]
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as you say is a good stock in a promising industry:rubber.they are also one major player.everything ok until it come to the ownership & management. this China state owned& run make it a debt trap