moomoozen
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$Singapore O&G (1D8.SG)$ Announced a lower profit; share price crashed; Then a low ball offer ($0.295 per share) follows….worst part is they don’t even throw in the dividends as carrot (Dividend will be deducted from the offer price)! The minority shareholders who supported the company in the past few years are being squeezed and forced to accept the offer now…😡
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moomoozen
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$HSBC HOLDINGS (00005.HK)$ Hong Kong has stabilized, Aunt Meng has also returned, will the banks go crazy for a moment?
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$Keppel Reit (K71U.SG)$ Prices for both Keppel REITS and Suntec REITS are dipping lately… Based on current prices, they are trading at 5.6 to 5.8% yield (TTM), P/B < 0.8. Underlying properties are Grade A asset located at prime location. ACCUMULATE.
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$PING AN (02318.HK)$ The price is attractive for sure. But given the huge impact of Evergrande episode, we shd wait for abit more clarity before we pour in more money. Many experts warned that this is equivalent to a Financial Nuclear Bomb in Chinese market, and PingAn has significant exposure in the Property sector. Fasten your seat belt. My 2cts.
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moomoozen
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$PING AN (02318.HK)$ the current price is already below valuation with safety margin more than 20%. althought yet to lricr in non performing loan arisen from property sector, with size of PING ANN and their diversification of business, it is a worth buy given mid to long term horizon! apply averaging cost approach. drop more n buy seggregately!
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moomoozen
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$PING AN (02318.HK)$
Good time too buy now?
Good time too buy now?
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$HongkongLand USD (H78.SG)$ Congrat to investors who bought HKL in past few weeks when price dipped. Many think the management is abit old school engaging in share buy back, but it is better than putting the cash in the bank. If the management is ’savy‘ enough, they can actually securitise the investment properties, i.e. selling the properties into REITS while holding a 50-70% share in such REITS. HUAT AH, i believe the price will go up further in coming days…
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$CNOOC (00883.HK)$ EPS=RMB 0.75/shr; HKD 0.3/shr dividends declared (<40% payout ratio); Higher oil outputs achieved; Giant oil field discovery in Bohai Bay; Profits level comparable to 2014 (when oil price was $100). Couldnt ask for more 👍
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