$申垚 (A78.SG)$新加坡股市垃圾
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$劳斯莱斯(ADR) (RYCEY.US)$ Very bullish on Rolls Royce (RYCEY). They're in three massive growth areas - commercial travel, defence, nuclear energy.
Commercial travel is set to boom over next 5/10 years thanks to middle classes from emerging economies taking to the skies.
Defence contracts will moon due to tension with China/Russia.
And nuclear energy will help countries reach their climate emission targets by 2050 (UK gov has just funded early stages to 16 reactors, which RYCEY is building)
This is a 'high moat' industry, meaning there are only a couple of companies in the world that can do what RYCEY is doing. Long term hold for 5/10 years.
Commercial travel is set to boom over next 5/10 years thanks to middle classes from emerging economies taking to the skies.
Defence contracts will moon due to tension with China/Russia.
And nuclear energy will help countries reach their climate emission targets by 2050 (UK gov has just funded early stages to 16 reactors, which RYCEY is building)
This is a 'high moat' industry, meaning there are only a couple of companies in the world that can do what RYCEY is doing. Long term hold for 5/10 years.
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