The Average Life Span of Companies is Shorter. This Affects Business Valuation
If you are trying to value a company, the lifespan of a company is rather important. If most of the value of the company lies …
Stock Market Commentary
Microsoft’s First Quarter 2021 Results Look Good. Here are some Notes.
US tech giant Microsoft announced their Q1 2021 results yesterday morning. They achieve per-share profit growth of $1.82, beating analysts’ expectations of $1.54 a share. …
The Potential Opportunity in the China Insurance Companies
China healthcare have grown a lot. However, expenditures remain at 6.4% of GDP, which is far below the OECD average of 9%. The chart above …
Breaking down the SembCorp Industries and SembCorp Marine Rights Issue and De-Merger
There are some deals that you have to treat as homework. Going through some of these deals are both a mental exercise but also whether …
Citic Telecom (1883) – A Tiny Dominant 7.3% Dividend Yielder
In 2018, I spotted a telecom operator that has in excess of a 10% free cash flow yield. So I took a look at it. …
Keppel Infrastructure Trust’s Operating Challenge
Someone in the financial independence chat asked whether I could make an analysis on Keppel Infrastructure Trust (KIT). I think there is not much changes …
Thoughts on CK Hutchison Holdings 2019 Results (1.HK)
In terms of investments, CK Hutchison (0001.HK) will probably go down as one of my poorer investments. I got it at $85.90, $87.65, $81.25, $80.60, …
Shangri-la Asia’s Presentation shows the Impact of Hong Kong Protest and China Slowdown
How do we know whether these political and government policies have an impact on the businesses you invest in? Perhaps a review of a slew …
Wharf REIC (1997) – a Storm coming for Dividend Yielder
Wharf Real Estate Investment Company’s (REIC) interim results was not too bad. I first wrote about Wharf REIC here. If you are not familiar with …
How to Shift Your Dividend Stock Portfolio to Be More Conservative, Increase its Passivity
Today I want to think about investing in Dividend Stocks while in Financial Independence or Retirement. I think it is a type of stocks that …