It will be the year of bear. High interest rate affecting net profit and cash flow. Also affecting consumer demand.
$Boustead Proj (AVM.SG)$ E&C recovered in the second half. RE stable. FY 22 EPS should be around 6C. Smart move to give out secured loan and earn few millions in a year. Vietnam RE fund is short term catelyst. May help to unlock some value. Ideally should do it fast before interest rate goes north.
With inflation at record pace and Fed seems slow to up interest rate, prices of commodities are not coming down. Plus the war in Ukraine, it is going to push commondites up. There are many companies dealing with commodities and the full price has not been factored in yet. Granted that there was slight rise in prices of these companies, the potential for prices to raise further is present. Furthermore, there is potential for these companies to revise their dividend up...
$Alibaba (BABA.US)$ too many uncertainties in the ST. Better to store more ammo first and not just jump in at every opportunities.
$Alibaba (BABA.US)$ expect more sell off due to fear of more regulatory tightening. For those who in the past few days keep complaining that the price have raisen and they have not accumulated enough, this is the time to do it. Don want to hear any more complains ![]()
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for those who short, nice bet. ![]()
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lets see who is right...
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$BABA-W (09988.HK)$ why focus excessively on the earnings when there are so many companies that are not even making money? I am more interested regarding the impact on alibaba if the acquisition of Tsinghua Unigroup is a go. Any experts here?
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$Boustead Proj (AVM.SG)$ the half yearly result is not that bad. At least it is not in the red thanks to cost cutting measures. Next half eps excluding exceptional one time gain or loss should be slightly higher then current.
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$Boustead Proj (AVM.SG)$ disposal of 351 to BP fund will help cushion the not so fantistic coming operating profit as BP faces increasing construction cost. With a few industrial properties under JV we will see more gain from disposal when properties are injected to the fund. However, the injection will be slow. Maybe one or 2 properties a year. The interesting development is the property at Orchard Hill. I personally think the focus will be on that for now. Thats the catalyst for now.
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