我i168
我i168
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avatar我i168
2021-11-25

Nanofilm - a truly high-tech company with great potential

$纳峰科技(MZH.SI)$ $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!
Nanofilm - a truly high-tech company with great potential
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2021-11-13

My SGX stock watchlist

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
My SGX stock watchlist
avatar我i168
2021-10-29
$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$...come on, one more try, break 0.73; why possible, Thailand re-opening, BeerCo IPO, steady performance reporting card...!!!
avatar我i168
2021-10-26
$RAFFLES MEDICAL GROUP LTD(BSL.SI)$...I think the market has over-reacted to the news of vaccine testingrequirements change at Changi Airport. Presently passenger level at Changi has only recovered to c.4% of pre-COVID level. So even with reduced testing, there will be increasing number of tests that need to be done as the passenger number continues to recover.For near-term, I think RM’s business has been very well supported and I expect an excellent quarter or half-yearearnings report ahead.For mid-/long-term, RM will benefit from medical tourism recovery, growthin telemedicine and healthcare, and continuing hospital expansion.Nevertheless, RM’s share price has had a very good run-up
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2021-10-21
$PING AN(02318)$...Safely landed, ready to take off?!
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2021-11-05
$Square(SQ)$...results okay, within expectations. No panic!WS is funny! Before results, the EPS estimates is 0.37 all along, vs 0.34 last year. After earnings release, then they say ‘missed’ vs estimated 0.38, now some even says 0.39. See, thay are moving the goalpost!I am cool 😎. I hold!
avatar我i168
2021-10-21
$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$...collect now, when take out 0.30, it will rocket to >1.00
avatar我i168
2021-12-06

SGX Institutional Buy & Sell, Week of Nov 29, 2021

Inst Buy & SellWeek of Nov 29, 2021Data From SGX ResearchMy observations-a). BIG SELLING week by the BBs (/Big Boys), knee-jerking to Omicron, and Powell’s inflation commentary (retiring the term “transitory”), I guess; while RIs (/Retail Investors) were easy buying on the dip!Bravo to RIs! You guys got a lot of money!b). BBs sold big on recovery/cyclical plays SIA, Singtel, CDG, CICT, Thaibev and so on, and fled to quality counters like DBS, CLI, UOL, KDC, etc etc. For SPH, arbitrage opportunity?c). Both BBs and RIs bought big on DBS; nevertheless BBs seems to prefer DBS over UOB and OCBC. RIs bought all of them. Love their banks.d). Just some contrasts or exchanges of hands: BBs took over AEM, Starhub, UOL from RIs; RIs took over CDG and ThaiBev from BBs. Well, I like them all. LOLWh
SGX Institutional Buy & Sell, Week of Nov 29, 2021
avatar我i168
2021-12-13

SGX Institutional Buy & Sell, Week of Dec 6, 2021

Inst Buy & SellWeek of Dec 6, 2021SGX ResearchMy observations-a). Compare with the previous week, market had become much quieter, with reduced buy and sell dollar values from both BBs and RIs. Well, holidays are drawing close.b). BBs bought big on DBS, UOB, SGX and so on, while sold big on CICT, A-Reit, STE, SIA etc etc. More selling than buying.c). BBs continued to nibbled CLI and AEM away from RIs, while offloaded ThaiBev to RIs. Not sure why RIs let go their CLI and AEM.d). For newly listed Digital Core Reit (DCRU), RIs accumulated while BBs sold, maybe sold some of their IPO allotment after price run-up. DCRU has a yield of 4%, not that attractive? Need to watch the dynamics.You see anything interesting?$星展集团控股(D05.SI)$ 
SGX Institutional Buy & Sell, Week of Dec 6, 2021
avatar我i168
2021-11-22

SGX Institutional Buy & Sell - Week of 15 Nov 2021

Inst Buy & Sell, data from SGX ResearchWeek of 15 Nov 2021My observations to share with all -a). BBs (Inst Investors) bought big on banks $DBS(D05.SI),$OCBC Bank(O39.SI), blue chip $ST Engineering(S63.SI) and $Venture(V03.SI); sold big on $SingTel(Z74.SI) $ComfortDelGro(C52.SI) $SIA(C6L.SI) etc.b). Noticeably BBs continued to buy $AEM(AWX.SI); while RIs (Retail Investors) sold on AEM, I guess taking profit? Also $UMS(558.SI)c). RIs bought big on SIA CDG Singtel as recovery plays; RIs seemed to be more positive on $CapitaLandInvest(9CI.SI) and $SGX(S68.SI) than BBs.d). Last, $ThaiBev(Y92.SI). Actually nothing reported in the data; so I speculate all, BBs and RIs alike, have taken their positions, and waiting for earnings report Nov 26?What do you think?
SGX Institutional Buy & Sell - Week of 15 Nov 2021
avatar我i168
2021-11-18
$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$...the run-up will be big once it’s got the volume and overcome 0.74!
avatar我i168
2021-11-08

Inst Buy & Sell at SGX

I wrote this article at InvestingNote side but could not copy and paste it here. So just for you, I retype this here. Butit would be nice if @Tiger Stars allows the copy and paste capability. It’s my own writing.The numbers are tabled below. Inst buy & sell for the week of 1 Nov 2021.My observations,- Big boys bought BIG on $UNITED OVERSEAS BANK LIMITED(U11.SI)$and sold big on $SINGAPORE EXCHANGE LIMITED(S68.SI)$$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$$KEPPEL CORPORATION LIMITED(BN4.SI)$etc. Basically exchanged handswith retail investors.- Other interesting exchanges of hands:
Inst Buy & Sell at SGX
avatar我i168
2021-11-05
$BioNTech SE(BNTX)$...I think it’s over-done. As long as the virus exists, you’ll firstly need vaccine and then you need antiviral drugs for treatment if you catch the virus.It’s not that BNTX or $Moderna, Inc.(MRNA)$vaccine are no more needed when $Pfizer(PFE)$or $Merck(MRK)$have developed their antiviral drugs.In addition, all the companies have their respective pipeline of mRNA-based drugs being developed. COVID vaccine is just the prelude.So not to panic.
avatar我i168
2021-10-24
$SHENG SIONG GROUP LTD(OV8.SI)$...is SSG over-corrected by now?!
avatar我i168
2021-10-24
$SEMBCORP MARINE LTD(S51.SI)$...ending of a time or rebirthing of a new era? Tough question, isn’t it? ...You’ve got one week to think if you want yourself to be bailed out...painful ahead in near future though there mightbe brighter future in long run. 
avatar我i168
2021-11-06
$SEMBCORP MARINE LTD(S51.SI)$...Price rose a bit (a bit can be big in percentage) after GMO ended, good for those who hold on to their shares.Going forward, just be watchful of various developments. They can be,Positive ones: merger with KOM, secure new orders, successful completion of ongoing projects, etc.Negative ones: cash call, possible butcould be in other forms; delay in project delivery, lack of new orders, etc.In middle term, we may still experience volatile price movement.
avatar我i168
2021-10-15
$SEMBCORP MARINE LTD(S51.SI)$...this stock, no need to look at day charts weekly charts, look at monthly charts to follow, it’ll take a while. Be patient!
avatar我i168
2021-10-28
$CapitaLandInves(9CI.SI)$...is mixed bag, of unexciting but income generating REITs and promising assets / funds management, plus wildcard hospitality business trust.So does it have both the success legacy of CapitaLand and the prospect of the likes of $BlackRock(BLK)$and$Brookfield Asset Management, Inc.(BAMKF)$?From start it looks and acts promising to me. So I am in for it.
avatar我i168
2021-12-03
$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$...at strong support levels, I think it’s going to hold. No chicken out.A covid recovery play for sure. Also watch how the Company monetise its assets and reduce its debts and gearing which is the main factor that affects its valuation.BeerCo IPO will come first, and soon.It will give a boost to its share price. It also has c.28% of $FRASERS PROPERTY LIMITED(TQ5.SI)$. I think it would be a strategic move if it’d divest FPL and focuses on expanding its F&B businesses. 
avatar我i168
2021-12-04
$COMFORTDELGRO CORPORATION LTD(C52.SI)$...firstly it was a structural problem, its cashcow taxi business got slaughtered. Then it was COVID, CB and stay at home. People move around less. Ticketing revenue got hit.It’s in a business that governments require doing public good, particularly in hard times like today.So it’s destinated to have a slow rideto recovery. Don’t compare with those companies in fast car or rocket launching businesses.Happy are you who have made money. If you don’t, or haven’t, at least you can still collect some dividends to subsidise your bus and MRT rides. When the fares are raised, yes they always go up, you’ll probably making more profit...go out more frequently, pay your own bus or MRT compan

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