Columns Linde plc: Part 1 - The business
This article is originally published on my Substack. Subscribe and support my work!
For those who don’t know me or $Linde (LIN.US)$ much, I hope to kill 2 birds with this one post.
My memory of Linde stretches back to 2007 when I was still a food technologist undergraduate undergoing an internship at a reputable food manufacturing plant.
The plant I interned at manufactures semi-finished meat patties for $McDonald's (MCD.US)$ for the Malaysia, Singapore and Middle E...
For those who don’t know me or $Linde (LIN.US)$ much, I hope to kill 2 birds with this one post.
My memory of Linde stretches back to 2007 when I was still a food technologist undergraduate undergoing an internship at a reputable food manufacturing plant.
The plant I interned at manufactures semi-finished meat patties for $McDonald's (MCD.US)$ for the Malaysia, Singapore and Middle E...
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*This article originally appeared on mykayaplus.com
$Mapletree Ind Tr (ME8U.SG)$ is trading at its 52-week low of S$ 2.10 per share.
If you have been invested in the REIT for the last 5 years, you would be scratching your head as MIT did indeed rope in a 40% appreciation in unit price. As of now, you would be looking at a minor unrealized loss.
Source: Google Finance
Whether it's an opportunity or a trap, let's take a look at its latest...
$Mapletree Ind Tr (ME8U.SG)$ is trading at its 52-week low of S$ 2.10 per share.
If you have been invested in the REIT for the last 5 years, you would be scratching your head as MIT did indeed rope in a 40% appreciation in unit price. As of now, you would be looking at a minor unrealized loss.
Source: Google Finance
Whether it's an opportunity or a trap, let's take a look at its latest...
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*This article originally appeared on mykayaplus.com
$Mapletree PanAsia Com Tr (N2IU.SG)$ better known as MPACT, is on the news. It is in the process of divesting Mapletree Anson. It will be for a consideration of S$ 775 million, a premium of S$ 10 million on top of independent valuation.
Needless to say, the market took it very positively.
The pros and selling points of the divestments
Since the management already has a d...
$Mapletree PanAsia Com Tr (N2IU.SG)$ better known as MPACT, is on the news. It is in the process of divesting Mapletree Anson. It will be for a consideration of S$ 775 million, a premium of S$ 10 million on top of independent valuation.
Needless to say, the market took it very positively.
The pros and selling points of the divestments
Since the management already has a d...
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This is by no means an anti-thesis article against $Nike (NKE.US)$ and $adidas AG (ADDYY.US)$. But today’s footwear/sneaker market is far from the Nike and Adidas duopoly 10-20 years ago.
As I slowly observe more HOKA (by $Deckers Outdoor (DECK.US)$) and $On Holding (ONON.US)$ taking the streets and news headlines, I can’t help but wonder if this is the beginning of the end of both Nike and Adidas.
The thought process of running...
As I slowly observe more HOKA (by $Deckers Outdoor (DECK.US)$) and $On Holding (ONON.US)$ taking the streets and news headlines, I can’t help but wonder if this is the beginning of the end of both Nike and Adidas.
The thought process of running...
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It’s not common to see a theme park or leisure business made readily investable for the retail masses.
On the KLCI exchange, there is only one - $GENM (4715.MY)$. And then there is $Straco (S85.SG)$. Both companies are big players in the entertainment, hotel, and theme park business. Genting, as the name implies, owns and runs Genting Highlands, while Straco owns and runs the Singapore Flyer, Shanghai Ocean Aquarium, and other major attractions in Chin...
On the KLCI exchange, there is only one - $GENM (4715.MY)$. And then there is $Straco (S85.SG)$. Both companies are big players in the entertainment, hotel, and theme park business. Genting, as the name implies, owns and runs Genting Highlands, while Straco owns and runs the Singapore Flyer, Shanghai Ocean Aquarium, and other major attractions in Chin...
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It’s easy to still ride on the founder story like all growth investors swear on as a bullish thesis placebo.
I am almost finishing up Pulak Prasad’s book - What I Learned About Investing From Darwin. And going through that book reaffirms my approach when it comes to valuing businesses and potential.
If I were to take what I have learned from the book and reapply the blueprint onto $Tesla (TSLA.US)$,...
It’s easy to still ride on the founder story like all growth investors swear on as a bullish thesis placebo.
I am almost finishing up Pulak Prasad’s book - What I Learned About Investing From Darwin. And going through that book reaffirms my approach when it comes to valuing businesses and potential.
If I were to take what I have learned from the book and reapply the blueprint onto $Tesla (TSLA.US)$,...
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Is 2024 a year of opportunities or risks?
Will we see an OPR cut? Or will we see a recession?
Here are our views and predictions!
Visit mykayaplus.com for more investing-related content!
Subscribe to my Substack for other analyses and bite-sized contents
DISCLAIMER
The information available in this article/report/analysis is for sharing and education purposes only. This is neither a recommendation to purchase or sell any of the shares, securities, or ...
Will we see an OPR cut? Or will we see a recession?
Here are our views and predictions!
Visit mykayaplus.com for more investing-related content!
Subscribe to my Substack for other analyses and bite-sized contents
DISCLAIMER
The information available in this article/report/analysis is for sharing and education purposes only. This is neither a recommendation to purchase or sell any of the shares, securities, or ...
From YouTube
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The Apple Vision Pro is finally available for sale after its announcement months ago.
If you haven’t seen the latest guided tour, here’s the link:
Isn’t this supposed to be the metaverse everyone was talking about back then?
Guess the Augmented Reality (AR) Metaverse isn’t dead, just everyone thought it was a fad and $Apple (AAPL.US)$swooped in to claim...
The Apple Vision Pro is finally available for sale after its announcement months ago.
If you haven’t seen the latest guided tour, here’s the link:
Isn’t this supposed to be the metaverse everyone was talking about back then?
Guess the Augmented Reality (AR) Metaverse isn’t dead, just everyone thought it was a fad and $Apple (AAPL.US)$swooped in to claim...
From YouTube
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