這將是熊年。高利率影響淨利潤和現金流。也影響消費者需求。
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$Boustead Proj(AVM.SG$ 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...
$阿里巴巴(BABA.US$ 由於擔心監管更多收緊,預期更多賣出。對於那些過去幾天不斷抱怨價格上漲且積累不夠的人來說,這是做的時候了。不想聽到更多的抱怨 ![]()
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對於那些短暫的人來說,不錯的投注。 ![]()
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讓我們看看誰是對的...
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$阿里巴巴-SW(09988.HK$ 當有這麼多公司甚至沒有賺錢的時候,為什麼過度關注收益?如果收購清華 Unigroup,我對阿里巴巴的影響更感興趣。這裡有專家嗎?
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$Boustead Proj(AVM.SG$ 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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$Boustead Proj(AVM.SG$ 由於 BP 面臨的施工成本不斷增加,將 351 筆出售予 BP 基金將有助於緩解未來的未來發展的營運利潤。有一些合營業物業,當物業注入基金時,出售將獲得更多收益。但是,注射會很慢。也許每年一個或兩個房產。有趣的發展項目是烏節山的物業。我個人認為目前的重點將在這一點上。這是目前的催化劑。
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