In the News - Seedly
Seedly logo
 

In the News

Following the latest news in Singapore, Asia and the World

0 Followers

0 Questions Answered

Recent Activity

Unanswered

Trending

Editoral

Stocks Investing

Investments

In the News

REITs

Would you buy, hold or sell CapitaLand Integrated Commercial Trust with the merger?
Since the run-up in price to approximately $2~, I personally would be holding CapitaLand Integrated Commercial Trust. Do find my analysis here in my blog below. https://duskerdawninvestingjourney.wordpress.com/2020/11/29/it-pays-to-do-your-own-due-diligence-capitaland-integrated-commercial-trust-c38u/

0

In the News

Blackstone seeking at least $6.7 billion for second Asia fund. Thoughts?
There is alot of inefficiencies and opportunities in Asia. There are many up and rising tech companies in developing countries like Indonesia and Vietnam. It will be a win-win-win situation for the Blackstone (fund manager in terms of management fees and carried interests), investors and investees.

0

In the News

Stocks Investing

Do the two new community COVID cases suggest a resurgence/second wave?
Not sure. But we all need to follow the rules: Mask up properly and do social distancing.

0

Stocks Investing

Investments

STI ETF

Blue Chips

In the News

Dividends

For those who have been quietly buying blue chips over the last few months when everyone was condemning the STI stocks, do you intend to hold for higher gains or take profit?
Took profit and bought some arkk etf

0

Stocks Investing

Investments

In the News

ESG investing is all the rage now. Is hydrogen the next fossil fuel? Would you use ESG stocks in replacement of the traditional oil and gas stocks for your portfolio?
Hi there! Completely agree with you on the point that ESG investing is starting to pick up momentum. Blackrock recently announced to push for greater reporting standards for ESG and sustainability. Coming from the largest Asset Manager in the world, it is certain that other companies would follow suit. On top of that, Blackrock has a proxy covenant that requires its companies that they have stake in, to meet a certain level of ESG rating to be part of its portfolio. Several agencies has also pushed for better ESG reporting, as well as consultant firms like the Big Four, coming up with their own reporting framework for companies. I see a great paradigm shift towards sustainable finance - and that is a huge huge opportunity for retail investors like us. For the question on Hydrogen Fuel, I am no Chemist nor Engineer. However, the current problem with Hydrogen that is it loses most of its energy efficiency during the electrolysis and transportation process (from source to sink) - because of its volatile nature, it has to keep changing in states (gas liquid gas) - not very economically sensible for day-to-day usage. However, I do think that it has great potential in the aerospace industry because of its high energy density. I would rather place my bets on Solar or Wind as of now, as the infrastructure cost is starting to decline and we are seeing price parity with traditional oil and gas (fossil fuel). Many countries are now pushing for more Solar panels especially on Plains (tropical countries) and attached to buildings. According to Shell, the Paris Sky scenario estimates solar energy making up 32% of the total energy source (Shell, 2020) - largest amongst the rest (Oil, NatGas, Coal, Bionenergy, Nuclear, Wind, and others). I am certainly loading up on ESG stocks like Solar cell producers and inverter manufacturers, (including Tesla haha, even though they are still using cobalt in their battery cells - which is susceptible to child labor in countries like Congo, but they will stop relying on it soon). ESG/Sustainable finance is a huge space, and it is essentially risk management as well. Companies with higher rated ESG tend to outperform those with lower ESG rating (Brammer & Millington, 2008). Just my humble opinion ~

0

Stocks Investing

Investments

Tesla

Lifestyle

In the News

What are your thoughts on Elon Musk overtaking Bill Gates to become second-richest man in the world?
Both are really smart folks :) And technology is changing everything. If TESLA is going to revolutionise transport in the coming years, and drastically shake things up in the future, I don't see why not! For me personally, I'm indirectly investing in both of them (and the companies they started) through the S&P500 ETF. So the more progress they make, the better!

0

Stocks Investing

In the News

Investments

Can you tell me more about the Alibaba Class Action Notice?
A buying opportunity. Nothing gonna happen to baba. 2019 people also want to sue elon Musk for tweeting spreading rumor. The price just continue to soar till today.

0

Stocks Investing

Investments

Tesla

In the News

Do you think Tesla’s market value will slow down after it joins the S&P 500? Right now it's soaring $500 billion ahead of S&P 500 debut, does it seem a bit too much?
Tesla have been proving plenty of people wrong because their valuation does not make sense. Fundamentally and Valuation wise its not attractive. Same goes for nio. But the bull run is never ending. But Bull runs dont last forever. I like to keep it old school, buy stocks below valuation and funamentally strong. Its ok if i dont get the short term gains. It depends, risk reward i guess.

0

Investments

Stocks Investing

In the News

Savings

Lifestyle

Is it legal for Singaporeans to invest in cannabis stocks? They are rallying at the moment 😂?
Yes it's possible. You just need access to the markets where the stocks are listed.

0