$Universal(UVV)$随着北京的环球影城即将开业，北京又多了一项摩登的世界级的旅游景点。环球的卖点，多元素的提材，角色的丰富都不能让其股价与估值，与$Walt Disney(DIS)$并驾齐驱。这一点值得投资界来个详细的分析，这一篇暂暂且不谈。个人觉得扎克伯格在上两个月$Facebook(FB)$的产品推介会上提及的Multiverse 能够大大助力环球影城帮其改善用户的体验，想象一下侏罗纪公园的恐龙，哈利·波特的魔法发挥，再加上小黄人的天马行空，肯定能够吸引更多的人潮。或许面书应该认真考虑收购环球影城。好像当年迪士尼收购漫威一样。你们觉得如何呢？

一本写在18年前的好书，现在看来是多么的前瞻性。不只研究科技股，连现在用来对抗mRNA vaccines 技术都在那时候被提及。最震撼的是，其中一位被采访的亿级身家的基金经理，Alberto Vilar, 当年是多么的厉，多么的高调支持音乐艺术，多么的看不起吝啬的华伦巴菲特 (“they should be put in the dunce corner as self-centered cheapskates.” 最后沦落到洗钱的罪名而至阶下囚。当年被他谈到的公司，大部份已除牌，只剩有$eBay(EBAY)$$Amazon.com(AMZN)$$Expedia(EXPE)$不到最后，生命的尽头，还是学学老中华的智慧，易经里第十五卦的谦卦才是上上策呀。

$China Sunsine Chemical Holdings Ltd.(QES.SI)$Being one of the world leading chemical component maker, its underlying assets and earnings have followed that of the raw material price and the demand of car (even EV requires 4 tyres to run!! [Cool] ), as an investor who try to leave some legacy behind to family trust, we want something that are not affected much by the faze of the day but something that will forever in demand. 

$DASIN RETAIL TRUST(CEDU.SI)$Supply ismore than demand… something has gone wrong… 

$DASIN RETAIL TRUST(CEDU.SI)$For a share to drop 25% without any sign of financialdeterioration, it’s more than alarming. 

$IPG Photonics(IPGP)$This is the leader in its niche market in generating and harnessing the light and other radiant energy whose quantum unit is photon. This could be the keyto the metaverse, advocated by Facebook founder.  Quote something 6:21-22 from Sun Tzu, “Thus, when the enemy prepares to defend the front, the rear will be weak; when he prepares to defend the rear, the front will weaken; similarly, left to right and right to left. If he prepared to defend everywhere, he will be weak everywhere.”

$DASIN RETAIL TRUST(CEDU.SI)$What happened? 

$BHG RETAIL REIT(BMGU.SI)$Another one follows $DASIN RETAIL TRUST(CEDU.SI)$footsteps? [Facepalm] 

There was a company called Webvan in 2000s dotcom bubble.  It has a nice and advance idea but went burst because the technology then is not mature enough for people to place order e.g. mobile phone did not have app then, there is no 4G, there is no app that utilise GPS.  With the current technology, all Webvan idea able to be executed and result in Meituan etc. Webvan spent a lot of money to buy hardware i.e truck to delivery fresh groceries which was asset heavy business model. Hence, most of the success does not count on just single idea but requires the necessary elements and environment to be ready. 

$DASIN RETAIL TRUST(CEDU.SI)$Dividend is coming at 10% annualised basis. What is lacking on the part of management to convince investment community?