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$CapLand IntCom T(C38U.SI)$Currently trading at 1.0 P/BYield just under 5%Short term wise poor sentiment due to govt-imposed partial lockdown measures affecting retail sectorStill a long term buy imo, but may want to space out the buys in case price continues to drop
$Sea Ltd(SE)$fantastic price to buy in for this rapidly growing company. Seize the opportunity!
Dangerous but high returns
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$Walt Disney(DIS)$Significant breakout of the downtrend line.Need to clear the 50 EMA to sustain momentum for further upside Fundamentally bullish for long term with strong cash-generating businesses and deep content pipeline. Short term will benefit from reopening of theme parks and restarting of cruises.Please like and comment!
$CrowdStrike Holdings, Inc.(CRWD)$Super cybersecurity company. Valuations still seema tad high at 40+ P/S, but expecting it to turn a profit next quarter and continue bustingrevenue growth targets. Am taking advantage of the dips to accumulate more. I am also buying more of $First Trust NASDAQ Cybersecurity ETF(CIBR)$for further exposure to the cybersecurity sector. Extremely bullish as ALL companies will need cybersecurity with a greater online presence, and the incidence of threats is increasing.Huat ah!
$NASDAQ(.IXIC)$well supported by 100MA. Expect consolidation before the next big push up! No more big intraday swings. Stick tofundamentally strong stocks $Sea Ltd(SE)$$CrowdStrike Holdings, Inc.(CRWD)$
Buy the dip. Even if this quarter earnings arent spectacular, the growth will continue. Apple issues are systemic. Long $fb
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Expect yields to hit 2%, just be careful of the rate of rise
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$MAPLETREE LOGISTICS TRUST(M44U.SI)$FY21 Results reported yesterday.A good set of results. Key points below:1. Net property income increased 13.8% YoYand 9.6% QoQ. This is from contributions from new acquisitions and on an enlarged unitbase 12.7% YoY after a round of equity fundraising2. 4Q DPU at S$0.02161 increased 4.6% QoQ. At the current price of $1.97, this is a forward yield of 4.38%.3. Safe gearing ratio of 38.4% vs 39.3% last year.4. Low average debt interest rate of 2.2%. 5. Well-staggered debt profile. Proportion of debt due this year 4%, and 13% next year.5. Total portfolio occupancy increased to 97.5% 6. Proportion of leases expiring this year 26.4% and next year 24.7%. Positive rental reversion of 2.4% fo
Really strong results. Riding on the double tailwinds of e-commerce and cloud services. Jeff Bezos will have more time as chairman to steer the company forward
Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升44%，超出盈利预期</blockquote>
No signs of rampant overinflation yet - let the Fed look at their data and decide when to raise rates. Not the right time yet i feel, asthe world is not out of the woods yet with covid
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Bull flag in the progress?$Nanofilm(MZH.SI)$
Better to buy SMH or SOXX for semicon
2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的2只顶级股票</blockquote>
Focus on earnings not hype
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Amazing news
S&P Says Tesla Inc. Upgraded To 'BB+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive<blockquote>标准普尔表示，由于强劲的需求前景和稳健的财务指标，特斯拉公司将评级上调至“BB+”；展望积极</blockquote>
Thoughts after reading this:1. Is the pie not big enough for all players to share? I think the pie is not growing fast enough for the big boys at their current slice. Shareholders demand for faster and larger growth and executives have to deliver (their bonuses at stake). Is this positive? Maybe. Asa shareholder I benefit from revenue growth and increasing margins. But could this be mutually destructive and lead to low/no growth for all parties? Time will tell.2. The article paints Microsoft as the weaker of the pair, trying to elbow for more space at the table. It is at the mercy of Google’s adtech dominance and has to run to papa to complain. No one likes a tattletale.. Is this an accurate reflection of the situation? Maybe, if we were just looking at the advertising/
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Big tech FUD may lead the next correction. Watching closely$Amazon.com(AMZN)$
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Services revenue growth a bit lower than expected vs the hard products
Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告又一个井喷季度销售额增长54%，授权900亿美元股票回购</blockquote>
Interesting
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$CrowdStrike Holdings, Inc.(CRWD)$amazing company storyFounder ledRocketing revenue growthIndispensable product in these times of state-sponsored cyberespionageDon’t wait - using this dip to accumulate mmore of this fantastic stock
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