$Singapore O&G (1D8.SG)$ 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…😡

$Keppel Reit (K71U.SG)$ 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.

$PING AN (02318.HK)$ 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.

$HongkongLand USD (H78.SG)$ 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…

$CNOOC (00883.HK)$ 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 👍

$HSBC HOLDINGS (00005.HK)$ dividend payout restored progressively. well positioned for economy recovery and higher interest rate cycle in 2022. ACCUMULATE

$CHINA MOBILE (00941.HK)$ listing its A share in shanghai by year end; new chip business; given its inexpensive valuation, with favorable risk reward ratio, worth a second look. my 2 cts.

$Nanofilm (MZH.SG)$ I really like the business but when this ‘growth’ stock was trading at PER>40-50, the expectation was simply too high. once the earning misses the expectation, there will be price correction as what we have seen. at current level, i believe it is still not cheap in term of PER. I will add to my watch list only if price drops further. just my 2 cts. happy investing…

$Singapore O&G (1D8.SG)$ 1.High dividend payout ratio (~85%) likely maintained - Since the company has no debt, it is good to return the cash to shareholders if no immediate plan for M&A; 2. JV business in JB affected by MCO lock down, further update will be provided soon. No plan to set up maternity center in Spore as it is unlikely to be comercially viable for now; 3.Company is cautiously recruiting like minded specialist to join the Company, such specialisit typically sign 5 years contract - organic growth; 4. Once travel restrictions are eased, medical tourists may return and will contribute positively to top & bottom line; 5. All the senior doctors are shareholder of the Company - interest aligned with minority shareholders. Happy weekend!...