Timevestor
2021-11-14
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@我i168：
My SGX stock watchlist
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In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!</p><p>My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs, have resumed the up-trend of its share price, after the fall caused by reduced PCR tests. More to come.</p><p>A couple of counters that have good potential in coming week(s):</p><p>A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>share price fell quite a bit after lacklustre 1H results and movement of some senior executives but has since stabilised. Good business update is expected after 2nd factory ramps up its production, even amidst supply chain challenge.</p><p>B) <a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Share price has attempted to break the resistance 0.73-0.74, with various catalysts: a. Thailand reopening, b. BeerCo IPO, c. a resilient earnings report is expected. Accumulation by institutional investors were observed.</p><p>C) <a href=\"https://laohu8.com/S/S08.SI\">$SINGAPORE POST LIMITED(S08.SI)$</a>This is a recovery play, WIP. After many years of disappointment, it’s slow to gather speed, but the uptrendhas started. </p><p>Catalysts include: a. recovery of IPP business, a significant part of its business, with more flights from Changi, b. growth of e-commerce logistics, c. expansion into Aussie market, plus various promising services.</p><p>D) Other worthy mentions: </p><p><a href=\"https://laohu8.com/S/UD2.SI\">$JAPFA LTD.(UD2.SI)$</a>, leading stable protein supplier in populous China, Indonesia,Vietnam and so on. Another recovery play, as festival seasons approaching and consumer prices rising.</p><p>Venture: electronic manufacturing services, steady income, growth expected for 4Q and 2022, after some COVID and supply chain disruptions.</p><p>PropNex and APAC Realty: great results, good dividend payout; expected to continue uptrend, but expect to be disrupted when/if cooling measures are imposed by Singapore government.</p><p>DBS: well, the share price is not inexpensive, but you need to stay invested to ride with the economic expansion cycle with rising interest. DBS is also proactive in expanding its fintech innovations. Certainly a category leader.</p><p>Have a great week ahead!</p><p>@Tiger Stars</p></body></html>","htmlText":"<html><head></head><body><p>It’s been an exciting week, isn’t it?</p><p>The star of the week is no doubt <a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>...a hugerise after 3Q earnings report, raising 4Q revenue target and pointing to a promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!</p><p>My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs, have resumed the up-trend of its share price, after the fall caused by reduced PCR tests. More to come.</p><p>A couple of counters that have good potential in coming week(s):</p><p>A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>share price fell quite a bit after lacklustre 1H results and movement of some senior executives but has since stabilised. Good business update is expected after 2nd factory ramps up its production, even amidst supply chain challenge.</p><p>B) <a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Share price has attempted to break the resistance 0.73-0.74, with various catalysts: a. Thailand reopening, b. BeerCo IPO, c. a resilient earnings report is expected. Accumulation by institutional investors were observed.</p><p>C) <a href=\"https://laohu8.com/S/S08.SI\">$SINGAPORE POST LIMITED(S08.SI)$</a>This is a recovery play, WIP. After many years of disappointment, it’s slow to gather speed, but the uptrendhas started. </p><p>Catalysts include: a. recovery of IPP business, a significant part of its business, with more flights from Changi, b. growth of e-commerce logistics, c. expansion into Aussie market, plus various promising services.</p><p>D) Other worthy mentions: </p><p><a href=\"https://laohu8.com/S/UD2.SI\">$JAPFA LTD.(UD2.SI)$</a>, leading stable protein supplier in populous China, Indonesia,Vietnam and so on. Another recovery play, as festival seasons approaching and consumer prices rising.</p><p>Venture: electronic manufacturing services, steady income, growth expected for 4Q and 2022, after some COVID and supply chain disruptions.</p><p>PropNex and APAC Realty: great results, good dividend payout; expected to continue uptrend, but expect to be disrupted when/if cooling measures are imposed by Singapore government.</p><p>DBS: well, the share price is not inexpensive, but you need to stay invested to ride with the economic expansion cycle with rising interest. DBS is also proactive in expanding its fintech innovations. Certainly a category leader.</p><p>Have a great week ahead!</p><p>@Tiger Stars</p></body></html>","text":"It’s been an exciting week, isn’t it? The star of the week is no doubt $AEM HOLDINGS LTD(AWX.SI)$...a hugerise after 3Q earnings report, raising 4Q revenue target and pointing to a promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly! My other favourite come-back kid is $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$. Good earnings report and company share buyback, double booster jabs, have resumed the up-trend of its share price, after the fall caused by reduced PCR tests. More to come. A couple of counters that have good potential in coming week(s): A) $Nanofilm(MZH.SI)$share price fell quite a bit after lacklustre 1H results and movement of some senior executives but has since stabilised. Good business update is expected after 2nd factory ramps up its production, even amidst supply chain challenge. B) $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Share price has attempted to break the resistance 0.73-0.74, with various catalysts: a. Thailand reopening, b. BeerCo IPO, c. a resilient earnings report is expected. Accumulation by institutional investors were observed. C) $SINGAPORE POST LIMITED(S08.SI)$This is a recovery play, WIP. After many years of disappointment, it’s slow to gather speed, but the uptrendhas started. Catalysts include: a. recovery of IPP business, a significant part of its business, with more flights from Changi, b. growth of e-commerce logistics, c. expansion into Aussie market, plus various promising services. D) Other worthy mentions: $JAPFA LTD.(UD2.SI)$, leading stable protein supplier in populous China, Indonesia,Vietnam and so on. Another recovery play, as festival seasons approaching and consumer prices rising. Venture: electronic manufacturing services, steady income, growth expected for 4Q and 2022, after some COVID and supply chain disruptions. PropNex and APAC Realty: great results, good dividend payout; expected to continue uptrend, but expect to be disrupted when/if cooling measures are imposed by Singapore government. DBS: well, the share price is not inexpensive, but you need to stay invested to ride with the economic expansion cycle with rising interest. DBS is also proactive in expanding its fintech innovations. Certainly a category leader. 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