Samluo
Samluo
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avatarSamluo
2021-05-25
$CapLand IntCom T(C38U.SI)$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
avatarSamluo
2021-03-25
$Sea Ltd(SE)$fantastic price to buy in for this rapidly growing company. Seize the opportunity!
avatarSamluo
2021-02-27
Dangerous but high returns
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avatarSamluo
2021-06-25
$Walt Disney(DIS)$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!
avatarSamluo
2021-03-26
$CrowdStrike Holdings, Inc.(CRWD)$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!
avatarSamluo
2021-03-06
$NASDAQ(.IXIC)$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)$
avatarSamluo
2021-10-23
Buy the dip. Even if this quarter earnings arent spectacular, the growth will continue. Apple issues are systemic. Long $fb
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avatarSamluo
2021-03-15
Expect yields to hit 2%, just be careful of the rate of rise
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avatarSamluo
2021-04-22
$MAPLETREE LOGISTICS TRUST(M44U.SI)$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
avatarSamluo
2021-04-30
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>

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