Bring your own analysis to the market.

最爱精灵 : How do you view the prospects of OV8.SG until the end of the year?

懒胡涂 OP : For$Sheng Siong (OV8.SG)$ , I'm a long-term investor. Honestly, I personally don't feel like there will be any big changes until the end of the year. For me, there isn't much difference between rising and falling. Why are you saying that?
The current PE of Shomatsu is 16. Taking into account annual inflation, the growth rate of opening a small number of stores. There are currently 67 stores on the island, and the growth rate of store openings is estimated to be remarkable for the next 2 to 3 stores a year. It is easy to estimate that the annualized yield of Shengsong's long-term holdings should be around 10%. I personally don't think there will be much change in the future.
As for the Chinese market, I'm not sure it will be good. China's model is completely different from Singapore's. It will take time to test. So this part, currently, I tend not to value him.
With Value Anchor , I know he's reasonably priced right now. Nor would I expect him to change much in the short term.
That's my opportunity cost.
The opportunity cost of my annualized rate of return in the Singaporean market is only 10%. So he became my choice.
$Walmart (WMT.US)$

懒胡涂 OP 最爱精灵 : 对于$Sheng Siong (OV8.SG)$ ，我是长期持有的投资者。老实说，到年底个人感觉不会有特别大的变化。对我来说，涨和跌也没有太大的区别。为什么这么说呢？
昇松现在PE是16，算上每年的通胀，少量开店的增速。现在全岛67间，接下来开店增速估计一年2~3间了不起了。很容易估算昇松长期持有的年化收益率应该在10%左右。我个人觉得未来也不会有太大的变化。
至于中国的市场，我不确定会不会好。中国的模式和新加坡完全不同。还需要时间考验。所以这部分，当前，我倾向于不给他估值。
有了价值锚，我知道他现在价格是合理的。我也不会指望他短期有很大的变化。
这个就是我的机会成本。
新加坡这个市场我的年化收益率的机会成本就只是10%。所以他成为我的选择。
$Walmart (WMT.US)$

最爱精灵 懒胡涂 OP : Good to hold for a long time. Dividends are OK.

最爱精灵 : In the Chinese market, I don't think it will necessarily be very competitive. If you sell products within China, you definitely won't have any good competitiveness. Selling specialty products from Southeast Asia may perform better.