$CapLand IntCom T(C38U.SI)$Currently trading at 1.0 P/BYield just under 5%Short term wise poor sentiment due to govt-imposed partial lockdown measures affecting retail sectorStill a long term buy imo, but may want to space out the buys in case price continues to drop
$Walt Disney(DIS)$Significant breakout of the downtrend line.Need to clear the 50 EMA to sustain momentum for further upside Fundamentally bullish for long term with strong cash-generating businesses and deep content pipeline. Short term will benefit from reopening of theme parks and restarting of cruises.Please like and comment!
$CrowdStrike Holdings, Inc.(CRWD)$Super cybersecurity company. Valuations still seema tad high at 40+ P/S, but expecting it to turn a profit next quarter and continue bustingrevenue growth targets. Am taking advantage of the dips to accumulate more. I am also buying more of $First Trust NASDAQ Cybersecurity ETF(CIBR)$for further exposure to the cybersecurity sector. Extremely bullish as ALL companies will need cybersecurity with a greater online presence, and the incidence of threats is increasing.Huat ah!
$MAPLETREE LOGISTICS TRUST(M44U.SI)$FY21 Results reported yesterday.A good set of results. Key points below:1. Net property income increased 13.8% YoYand 9.6% QoQ. This is from contributions from new acquisitions and on an enlarged unitbase 12.7% YoY after a round of equity fundraising2. 4Q DPU at S$0.02161 increased 4.6% QoQ. At the current price of $1.97, this is a forward yield of 4.38%.3. Safe gearing ratio of 38.4% vs 39.3% last year.4. Low average debt interest rate of 2.2%. 5. Well-staggered debt profile. Proportion of debt due this year 4%, and 13% next year.5. Total portfolio occupancy increased to 97.5% 6. Proportion of leases expiring this year 26.4% and next year 24.7%. Positive rental reversion of 2.4% fo
Really strong results. Riding on the double tailwinds of e-commerce and cloud services. Jeff Bezos will have more time as chairman to steer the company forward
Amazon sales surge 44% as it smashes earnings expectations
No signs of rampant overinflation yet - let the Fed look at their data and decide when to raise rates. Not the right time yet i feel, asthe world is not out of the woods yet with covid
FOMC meeting minutes, Powell speaks: What to know this week
Thoughts after reading this:1. Is the pie not big enough for all players to share? I think the pie is not growing fast enough for the big boys at their current slice. Shareholders demand for faster and larger growth and executives have to deliver (their bonuses at stake). Is this positive? Maybe. Asa shareholder I benefit from revenue growth and increasing margins. But could this be mutually destructive and lead to low/no growth for all parties? Time will tell.2. The article paints Microsoft as the weaker of the pair, trying to elbow for more space at the table. It is at the mercy of Google’s adtech dominance and has to run to papa to complain. No one likes a tattletale.. Is this an accurate reflection of the situation? Maybe, if we were just looking at the advertising/
$CrowdStrike Holdings, Inc.(CRWD)$amazing company storyFounder ledRocketing revenue growthIndispensable product in these times of state-sponsored cyberespionageDon’t wait - using this dip to accumulate mmore of this fantastic stock