這將是熊市之年。高利率對凈利潤和現金流量產生影響,也影響消費者需求。
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$寶德工程 (AVM.SG)$ E&C 在下半場恢復。再生穩定。財年 22 年每股收益應在 6C 左右。聰明的動作,提供有抵押貸款,一年賺幾百萬。越南再生基金是短期首選。可能有助於解鎖一些價值。理想情況下,應該在利率向北之前快速做到這一點。
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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...
$阿里巴巴 (BABA.US)$ 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 for those who short, nice bet. lets see who is right...
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$阿里巴巴-W (09988.HK)$ 為何要過分關注收益,當有這麼多公司甚至沒有賺錢?如果清華紫光收購案達成,對阿里巴巴的影響更讓我感興趣。這裡有專家嗎?
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$寶德工程 (AVM.SG)$ 半年的結果並不那麼糟糕。至少由於降低成本措施,它並不處於紅色。下半年 EPS(不包括特殊的一次性增益或損失)應該略高於當前。
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$寶德工程 (AVM.SG)$ 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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