MilkTeaBro
MilkTeaBro认证个人
老虎认证: A retail investor with more than 20 years investment experience
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avatarMilkTeaBro
2021-12-11

中国一汽与腾讯公司深化战略合作

$TENCENT(00700)$$Lion-OCBC Sec HSTECH S$(HST.SI)$12月10日,中国一汽与腾讯公司在集团公司总部签署战略合作协议。腾讯公司副总裁钟翔平,集团公司董事、党委副书记王国强出席战略合作协议签约仪式。腾讯的软件实力雄厚,能够弥补一汽的软件开发,助力一汽电动车研发。一直都没有看好电动三傻,太烧钱。传统车企也能做好电动车。
中国一汽与腾讯公司深化战略合作
avatarMilkTeaBro
2021-11-03
$NikkoAM-STC Asia REIT(CFA.SI)$added the dividend, I got a little profit. This counter purpose  just beat fix interest.
avatarMilkTeaBro
2021-12-01

星股有约-我的推荐

$丰益国际(F34.SI)$ 新加坡蓝筹,农业食品股,大宗商品贸易,棕榈油,蔗糖在全球占有举足轻重的地位。子公司金龙鱼在中国上市。现价 p/e=11.35, p/b=0.99. 对比金龙鱼估值,简直没有天理。$新科工程(S63.SI)$ 新加坡国企,从事国防工业,航空,卫星通讯,智慧城市,海事和数码科技等行业,业绩逐年稳步提升。 股息率3.97%, 市盈率21.15. $和记港口信托(NS8U.SI)$ 李嘉诚的一个产业,在香港和深圳运营港口,目前股息率8.1%。中国商品销往全球,港口生意稳稳的。$上海实业环境(BHK.SI)$ 主营污水处理和固废处理,公共服务行业,需求与日俱增。股息率6.97%$NikkoAM-STC Asia REIT(CFA.SI)$ 新加坡是房地产信托的大本营,在低位买入,长期持有,基本是闭着眼睛赚钱。但是不可以嫌弃赚钱慢。@Tiger Stars 
星股有约-我的推荐
avatarMilkTeaBro
2021-11-02

Temasek's offer for Sembmarine turns unconditional

$胜科海事(S51.SI)$ The mandatory general offer by Temasek Holdings for Sembcorp Marine (Sembmarine) has turned unconditional after the total shares it owns, controls or agreed to be acquired have crossed the 50 per cent threshold.In a bourse filing on Monday night (Nov 1), Temasek disclosed that it has garnered acceptances equalling to 4 per cent of Sembmarine's total shares. This brings the shares the sovereign wealth fund owns, controls or agreed to be acquired to 50.6 per cent of Sembmarine's total shares.It is a very sad story for retail investor who hold the Sembcorp Marine long term. The offer price is almost 52 weeks low price, 52 weeks low 0.079, offer price 0.08. Since the offer is uncontional, retail investores have no ch
Temasek's offer for Sembmarine turns unconditional
avatarMilkTeaBro
2021-12-04
$ISDN HOLDINGS LIMITED(I07.SI)$公司基本面不错,但是股价已经是强弩之末。投资者已经获利丰厚,不追高。
avatarMilkTeaBro
2021-09-18

Always Cut Your Losses Sharp

No. 1 Rule for Stock Market Investors: Always Cut Your Losses Sharp.In the battle for investment survival, the first and most important lesson is damage control.And it's especially true when the market is heading into a major correction.No one wants to sell for a loss. It's an admission that you made a mistake. But if you can set your ego aside, you can take a small loss and still be fit enough, both financially and mentally, to invest the next day. Cutting losses quickly prevents you from suffering a devastating fall that's too steep to recover from.$顶级手套有限公司(BVA.SI)$ FY2021 Q4 earning per share dropped from Q3 0.2544 MYR to Q4 0.0759 MYR. it missed my expectation. I decided to cut loss.2021 Annual ReportNext Financial year, U
Always Cut Your Losses Sharp
avatarMilkTeaBro
2021-10-16

投资鸡汤

投资只需掌握基本的财经知识,比如市盈率,市净率,股息率和负债率。生活节俭,达到一定的财富目标才享受生活。用来投资的钱必须要是闲钱。增加储蓄,储备投资本钱。储备了一年的收入才开始投资。明确投资理财的目标。明确自己的目标,才知道要付什么样的风险,投资什么样的标的。以长线周期为主轴,捕捉底部,周期的底部。提高高股息股比例,作为真正的长线投资者,要逐渐以收股息为目标。收股息股就专心收股息,不要期望大涨。分批建仓,分批出货,减少错误风险。投资要有耐心,若找到好的投资机会,应长期持有,等候获得可观收益时才卖出。即使错过出货机会,也要有耐心,总会有翻身的机会。投资机会不会时常出现。面对账面损失要泰然处之,可以和信任的对象倾诉,开心投资。$Lion-OCBC Sec HSTECH S$(HST.SI)$$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$$WILMAR INTERNATIONAL LIMITED(F34.SI)$$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$@Tiger Stars
投资鸡汤
avatarMilkTeaBro
2021-10-29

Wilmar International continue its good performance for the rest of the year

$丰益国际(F34.SI)$ Performance for 3Q20213Q2021 marked another solid quarter for the Group, with core net profit increasing by 15.0% toUS$576.4 million (3Q2020: US$501.2 million). This is the highest third quarter core results achievedby the Group since listing. The strong performance by the Group was accomplished on the back ofbetter performance in both the Feed and Industrial Products, and Plantation and Sugar Millingsegments. Feed and Industrial Products performance was boosted by good manufacturing marginsand stronger demand for downstream tropical oils products during the quarter. Soybean crushingmargin was weak during the quarter but it was mitigated by reducing volume. Although soybeancrushing margin recovered from its troug
Wilmar International continue its good performance for the rest of the year
avatarMilkTeaBro
2021-12-05

中国官媒讲中概股

周一恒生科技ETF必定追随美股中概股暴跌。我会选择轻微加仓,读中国新闻,买卖中概股。$Lion-OCBC Sec HSTECH S$(HST.SI)$“一段时间以来,中国有关监管部门出台了一系列促进平台经济规范发展的政策措施,其主要目的是规制垄断行为,保护中小企业权益和数据安全、个人信息安全,消灭金融监管真空,防止资本无序扩张。针对这些新问题、新考验,各国监管部门也正在尝试采取不同的监管措施,促进平台经济更加健康、更可持续的发展。因此,中国政府出台的相关政策,并非对特定行业或民营企业的打压,也与企业境外上市活动没有必然联系。”该新闻发言人说。
中国官媒讲中概股
avatarMilkTeaBro
2021-09-17

Top Glove missed my expectation

$顶级手套有限公司(BVA.SI)$ FY2021 Q4 earning per share droped from Q3 0.2544 MYR to Q4 0.0759 MYR. it missed my expectation. I decised to cut loss. 
Top Glove missed my expectation
avatarMilkTeaBro
2021-10-14

S'pore's economy grows slower pace

S'pore's economy grows at slower pace of 6.5% year-on-year in Q3$STI ETF(ES3.SI)$ Straits Times
S'pore's economy grows slower pace
avatarMilkTeaBro
2021-10-25

莱佛士教育, 私人教育在新加坡是个好产业, 但是......

$莱佛士教育(NR7.SI)$ 莱佛士教育(Raffles Education)2021年10月22日股票恢复交易后,股价一度大涨19.67%至7.3分,交易量已高达3187万股。该股2021年10月18日股价暴跌25.61%至6.1分的历史最低闭市纪录,交易量则高达5234万股,是十年来最高,股票隔天便暂停交易。当局已向公司要求提供与艾芬银行贷款有关的文件。该银行今年5月向莱佛士教育两家子公司Raffles K12和Raffles Iskandar,追讨总额4亿1000万令吉(1亿3100万新元)的贷款。如果当时有重大信息没有及时作出披露,将构成触犯法令。私人教育在新加坡是个好产业。但是如果一个公司管理层人品不行,做些坑害中小投资者的事,这样公司价格再低,都不要碰,谁知道财报有多少水分。@Tiger Stars Stars Stars 
莱佛士教育, 私人教育在新加坡是个好产业, 但是......
avatarMilkTeaBro
2021-11-30

Aviation will recover

This was Russian domestic airline, I took the picture 2 days ago, from Yuzhno Sakhalin to Moscow. The plane was full of house, soon or later, SIA will be busy like it.$SINGAPORE AIRLINES LTD(C6L.SI)$$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$
Aviation will recover
avatarMilkTeaBro
2021-12-07

2022 宏观货币政策展望

$恒生指数(HSI)$ $Lion-OCBC Sec HSTECH S$(HST.SI)$ $STI ETF(ES3.SI)$ $上证50ETF(510050)$ 双周期是2022宏观货币政策的主要亮点。美国和中国作为两个最大的经济体,其宏观货币政策通常是相呼应的。但是这不会发生在现在。双周期是指美国和中国在不同的货币政策周期。双周期的原因在于对于新冠疫情的控制,造成实体经济发展在不同阶段。中国最先爆发疫情,最早控制疫情,然后向全球输送中国制造产品。因此中美经济周期错位。明年美国货币政策,缩债和加息是主调。 中国则是相反的方向,今年年底央行下调金融机构存款准备率。目前中国经济形势有较大的下行压力,2022年中国的货币政策大概率会走向宽松。股市不是经济的晴雨表,而是货币政策的晴雨表。绝大数牛市都是水牛。因此美股明年的调整不可避免。相反港股,腰斩位置,已经超前反映股灾,下跌空间有限。A股10年都没有行情,新加坡股市也是如此。A股,港股明年可能会罕见的走出独立于美股的行情。 原因是中美货币政策双周期。
2022 宏观货币政策展望
avatarMilkTeaBro
2021-09-08

Review of Singapore O&G Ltd

$SINGAPORE O&G LTD.(1D8.SI)$ Singapore O&G Ltd got my attention because it had no volume yesterday morning trading hours except my placed order filed.So, I looked deeper for this company.Established in 2011, Singapore O&G Ltd. (SOG) is a leading healthcare service provider dedicated towards delivering premier medical services to women’s and children’s health and wellness at affordable prices.This stock P/E was 12.15 and dividend yield was 7.12%, these numbers were top in the health care industry.Tiger BrokersThe company operation revenue was stable.https://sog.listedcompany.com/financial_highlights.htmlNet profit was stable expect last year loss 1.1 million.https://sog.listedcompany.com/financial_highlights.htmlI co
Review of Singapore O&G Ltd
avatarMilkTeaBro
2021-12-11

STRATEGY – SINGAPORE Remaining Bullish In 1H22

$STI ETF(ES3.SI)$ UOBKH believe that the STI will continue to perform well in 2022. Singapore’s strong GDP growth in 2021 has set the stage for a 29% EPS growth in 2022 on our estimates. Importantly, the STI’s valuations are not stretched at present, trading at 2022F PE and P/B of 13.2x and 1.1x respectively and paying a yield of over 4%. Our year-end 2022 target for the STI is 3,500.https://alphaedgeinvesting.com/
STRATEGY – SINGAPORE Remaining Bullish In 1H22
avatarMilkTeaBro
2021-11-06

International Travel

I am fully vaccinated, need not quarantine in Sakhalin Russia. People here don't wear masks all.$SINGAPORE AIRLINES LTD(C6L.SI)$$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$
International Travel
avatarMilkTeaBro
2021-10-25

等!道尽了多少沧海桑田

一个字:等!道尽了多少沧海桑田……​​​炒股,你能悟出这个字,算是基本上岸了,起码可以肯定不亏了。​​​网上,教你的各种战法,各种技术,都是日后收割你的工具,所有发明指标和技术理论的人,最高的成就就是分析师,无一例外,这些与长期盈利无关。​​​长期盈利,就是开始承认自己平庸,平凡,开始承认1+1确实只等于2,开始化繁为简。​​​时间久了,在投资市场,所有的名人,大V,最后都没有了,哪怕是徐翔这种天才!博弈到最后,只有输家,没有长期成功者。​​​等,是怎么回事,市场只有一个规律,就是高低切换,就是散户热闹的地方,行情就结束了。只需要知道这个规律,就够了,耐心等。买业绩优秀,市盈率低,股息高的股票,耐心等待。不要嫌弃赚钱慢。股息率是照妖镜,最近三年优秀的股息记录,没有可能造假。$WILMAR INTERNATIONAL LIMITED(F34.SI)$$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$$SINGAPORE O&G LTD.(1D8.SI)$@Tiger Stars
等!道尽了多少沧海桑田
avatarMilkTeaBro
2021-09-10

HPH dividend policy

$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$$HUTCHISON PORT HLDGS TRUST S$(P7VU.SI)$HPH Trust’s distribution policy is to distribute 100% of its distributable income to its unitholders, being the cash received by the Trust after applying them to outflows including but not limited to operation expenses, repayment of principal amounts under any debt of HPH Trust and payment of interest or any other financing expense. HPH Trust has not changed its distribution policy since the listing of its units in 2011.This above information is received from IR officer of HPH as I requested clarification from HPH.
HPH dividend policy
avatarMilkTeaBro
2021-10-02

Wilmar has done well

Wilmar International $丰益国际(F34.SI)$ A leading integrated agribusiness group with businesses ranging from upstream operations to production of consumer packs.Three major business segments:•Palm & Lauric Oil – Largest palm oil-based processor and has a market share of about 45% of global palm oil trades.Main operations are in Indonesia and Malaysia.• Oilseeds & Grains – Second-largest soybean crusher and largest cooking oil producer in China.Operations mainly range from midstream processing to production of consumer packs (cooking oil, rice, and flour).• Sugar – World’s largest sugar trader with strong presence in major producing countries – Australia, Brazil, Thailand.Owns major sugar millers and refiners in Au
Wilmar has done well

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