We post our insights and research on investing, trading and everything in between that catches our fancy.
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Victor Chong, Jan 2 2021
Lumen Technologies has had the honour of being perceived as one of the slowest and most debt-laden companies in the field through 2018 to 2019, contributing to its valuation drop. However, this perception is due to change with recent developments and we find it a great value buy with a compelling growth story. Our projections give a LUMN DCF target price of $14.69.
Jerry Ding, Nov 28 2020
Nexon has been in a unique position of holding a wide range of classic intellectual property, in an era of constant new video game developments and an ever-changing gaming landscape. Yet, it has managed to build for itself a tremendous and stable recurring revenue from some of its largest and most long-lasting franchises. 2019 has marked a hugely successful year with the extension of many of its NexonIP to the mobile platform, and it looks to continue this trend well into 2021. With a few hotly anticipated new games and a loyal fanbase built over the decades, the writing is hardly on the wall for traditional behemoths like Nexon.
Victor Chong, Nov 24 2020
The reverse DCF is a tool that I have recently had the opportunity to add to my repertoire. In this piece, I will go over the concept and apply it to Netflix, a company that has been placed on a pedestal as one of the trailblazers in the online streaming industry and a top-tier technology company.
Richard Goh, Sep 2 2020
The China-based platform connects a rapidly growing customer base with medical aesthetic providers in Asia. It has forged a strong community through encouraging user-generated content. What appears to be a blemish on its glowing future is past earnings and the threat of larger competition.
Richard Goh, Aug 25 2020
The COVID-19 pandemic is underway - as Americans’ purchasing power takes a hit, discount retailers are due for a comeback.
Richard Goh, Jul 10 2020
This week, my goal was to dissect Singapore’s blue-chip stock benchmark Straits Times Index (STI) and pick out companies that I expect to emerge stronger after this pandemic.
Richard Goh, Jun 22 2020
Many countries are now urging for diversification in manufacturing to insulate themselves against supply shocks in the future. While one method is to promote re-shoring and trade protectionism, this option is not so readily available to smaller economies. An alternative is signing free trade agreements with other manufacturing regions to incentivize shifting factories there. Who are the contenders to plug this gap?
Richard Goh, Jun 12 2020
This week, I wanted to analyse a company that at first glance, has a rather bleak future. Hasbro’s recent acquisition of eOne entertainment will expand its brand portfolio in the TV and film industry, while Magic: The Gathering Arena will aid its foray in the digital gaming and e-sports industry. The question is: will it be enough?
Jerry Ding, Jun 1 2020
Recently, Warren Buffett has announced the selling of all of Berkshire Hathaway’s airline stocks. That includes the ‘Big 4’ US airlines that he had a stake in.
Richard Goh, May 29 2020
In the second part of my 2020 Sleeper Stocks series, I talk about Fiserv (NYSE:FISV), which provides payment processing software and technology, and evaluating the company in terms of comparables.
Richard Goh, May 16 2020
These next two weeks, I am going to share on one of the companies that I believe will experience massive growth as the digital shopping trend flourishes. Our focus is on digging for ‘diamonds in the rough’ – stocks that are well-positioned to make significant gains in 2020.
Richard Goh, May 5 2020
The price of Disney has recently plunged to yearly lows, and we provide our thoughts on whether this is a rare buying opportunity or a falling knife that should be avoided.
Jerry Ding, Apr 30 2020
TSMC is well poised to remain a strong incumbent in domestic and many international markets, but perhaps its most valued proposition to investors is also its large untapped markets to be captured, in quickly emerging economies such as India and many parts of South East Asia.
Richard Goh, Apr 21 2020
Emotional control is key to consistency. How are poker skills transferable to both trading and investing?
Richard Goh, Apr 14 2020
The explosive popularity of Animal Crossing has inspired me to write a piece on video game stocks.
Tylor Crusoe, Apr 12 2020
An introductory post about the blog and what to expect, now and in the future.
