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$TALKMED GROUP LIMITED(5G3.SI)$With the VTL arrangement with Indonesia, TalkMed business from their overseas clients should come back progressively. It was a big part of their revenue stream pre-Covid. 

Their political system is structured to fail the country in whatever they plan to do. Nothing good will move… all these budgets will end up in someone’s pocket and nothing much will be achieved. Allprojects will exceed budget and deadlines will not be met. Poor Americans, they just can suffer in silence and continue to give up on their leaders. Only the corporations who control the politicians will prosper and gain more wealth and power. Capitalism has to be regulated otherwise China in years to come will face the same issues. 

$KWG LIVING(03913)$That net profit alert of 150% increase YOY should lower the annualised PE to below 13. At this price of $7.35, it is deeply undervalued Target - $14

$AOYUAN HEALTHY(03662)$Another positive profit alert for the interim results due mid Aug 21. Not less than 50% increase YOY in net profit. EPS should increase from $0.41 to $0.60. Forward PE @ $5.18 would be 8.6 which is dirt cheap for a PM company that is delivering results. Overweight and Buy. Target = $9

$CHINA SCE GROUP(01966)$With the impending spin-off and listing of the highly profitable CM business, there is a great opportunity to profit from this spin-off. There is 1 reserved CM share for every 33 China SCE shares but I would not buy into China SCE now to enjoy the entitlement or to apply for IPO allocation of CM shares. My recommendation is to let the CM shares to be floated and traded for a few weeks and then buy in when there is a sharp correction. Valuation of PM or CM at IPO is way too high right now. Be patient and wait. 

$AOYUAN HEALTHY(03662)$With the newly revised annual caps, it means there is an agreement with China Aoyuan to raise the minimum revenue caps for Aoyuan Healthy. It is a promising sign that the actual revenue for FY2021-23 may see a revision upwards. Using FY2020 as a historical example- the FY2020 revised cap was published at 705000000 RMB and the actual came in at 1408089000 RMB, about double. Here are FY2021-23 revised annual caps and you can make a good estimate of what the future revenue would be :FY2020 - 705000000 RMB FY2021 - 1036620000 RMB (+47% YOY)FY2022 - 1381890000 RMB (+33.3%)FY2023 - 1842900000 RMB (+33.3%)The revenue growth for FY2021 can be estimated to be 47%. With FY2020 EPS of $0.41, the es

The rich will flee US next. 

Wishful thinking....

$AOYUAN HEALTHY(03662)$Just released a strong set of results for Y2020 late last night. Revenue and net profit increased YOY by 56% and 55% respectively. A final dividend of RMB0.14 or HK$0.17 was declared. PE @ $5.91 closing price were further lowered from 22 (2019 EPS of $0.27) to 14.5 (2020EPS of $0.408). Expect a sharp risein share price in the coming weeks. Assuming back to PE22, we should expect $9 per share. A consistent revenue/profit growth company and it is deeply undervalued. 

Going forward is a big question mark when Cathie Wood predicted Tesla stock to reach $3000. Wishful thinking... I doubt.