Possibilities Unbox
China’s Bearish Sentiment: Why Some Companies Are Still Worth Watching? 🇨🇳👀 Imagine a situation where the stock price keeps going down and the company’s revenue and profits keep increasing. The market keeps insisting the company will do badly but the company…
Xiaomi is hitting 52 week high
Dun say bojio
Dun say bojio
Possibilities Unbox
Nam Cheong: A sudden rally after lunch 🚀🚀🚀 Enjoy!
Another afternoon surge! 🚀🚀🚀
Something brewing
Enjoy while it lasts.
It is up 25% since the video on 6 Sep.
Do take profits!
Something brewing
Enjoy while it lasts.
It is up 25% since the video on 6 Sep.
Do take profits!
Estate of Dyna-Mac’s founding shareholder does not find Hanwha’s cash offer compelling 💪💪💪
Nice! They are the largest shareholder; owning 32% (as per AR 2023; pending the conversion of warrants)
https://www.theedgesingapore.com/news/offer/estate-dyna-macs-founding-shareholder-does-not-find-hanwhas-cash-offer-compelling
Nice! They are the largest shareholder; owning 32% (as per AR 2023; pending the conversion of warrants)
https://www.theedgesingapore.com/news/offer/estate-dyna-macs-founding-shareholder-does-not-find-hanwhas-cash-offer-compelling
The Edge Singapore
Estate of Dyna-Mac’s founding shareholder does not find Hanwha’s cash offer compelling | The Edge Singapore
In its statement, the estate says Dyna-Mac is "definitely" worth more than Hanwha's offer of 60 cents per share.
Wee Hur: Hidden Value, Hidden Potential 💎
Many will think of Wee Hur as a construction company.
Yes, they still are but the businesses contributing their profit have been student accommodation and workers' dormitories.
The pivot was evidenced by their 2H 2022 financial results.
They caught the attention of GIC who invested in their student accommodation project.
Wee Hur is cheap and attractive with good potential. However, I also have some concerns.
How does it compare to Centurion?
Watch the video and find out!
https://youtu.be/Qyp01Xa5wvY
Many will think of Wee Hur as a construction company.
Yes, they still are but the businesses contributing their profit have been student accommodation and workers' dormitories.
The pivot was evidenced by their 2H 2022 financial results.
They caught the attention of GIC who invested in their student accommodation project.
Wee Hur is cheap and attractive with good potential. However, I also have some concerns.
How does it compare to Centurion?
Watch the video and find out!
https://youtu.be/Qyp01Xa5wvY
YouTube
Wee Hur: Hidden Value, Hidden Potential
Many will think of Wee Hur as a construction company.
Yes, they still are but the businesses contributing their profit have been student accommodation and workers' dormitories.
The pivot was evidenced from their 2H 2022 financial results. They caught the…
Yes, they still are but the businesses contributing their profit have been student accommodation and workers' dormitories.
The pivot was evidenced from their 2H 2022 financial results. They caught the…
Yanlord💎
With the latest stimulus from China, Yanlord looks interesting.
Its price-to-book value has fallen to a very low level.
DBS has been positive with a $0.67 target price; too cheap to ignore.
https://www.dbs.com.sg/sme/aics/templatedata/article/recentdevelopment/data/en/DBSV/082024/YLLG_SP_08152024.xml
CGS just published a technical analysis on Yanlord.
Things look attractive with Yanlord.
DYODD
With the latest stimulus from China, Yanlord looks interesting.
Its price-to-book value has fallen to a very low level.
DBS has been positive with a $0.67 target price; too cheap to ignore.
https://www.dbs.com.sg/sme/aics/templatedata/article/recentdevelopment/data/en/DBSV/082024/YLLG_SP_08152024.xml
CGS just published a technical analysis on Yanlord.
Things look attractive with Yanlord.
DYODD
Possibilities Unbox
Oiltek Delivers Strong Results: It is up 100% YTD! Is it Too Late to Buy? A quick update Still a hidden gem 💎 Fun fact: Their order book to TTM revenue at 180% is higher than Dyna-Mac 147%. Do note that they are in different industries. https://youtu.be/4ekeIN…
Oiltek: Breaking the resistance to All-Time High! 🚀🚀🚀
📖 The Dhandho Investor by Mohnish Pabrai 📚
Mohnish Pabrai is famous for winning the bid with Guy Spier to have lunch with Warren Buffett.
He is a friend of Charlie Munger and Li Lu.
You can see videos of him on YouTube.
However, I do not see him talking much about investing concepts from his book.
One of my greatest takeaways: The lower the price, the lower the risk (margin of safety), the higher the returns.
Hence, it is possible to have "Low risks, High returns" contrary to what everyone else believes.
Of course, this is contrarian as many fear low prices as bad and will only buy when prices go up.
Worth reading.
https://lifenotes.space/%f0%9f%93%9a-the-dhandho-investor-by-mohnish-pabrai-%f0%9f%93%96/
Mohnish Pabrai is famous for winning the bid with Guy Spier to have lunch with Warren Buffett.
He is a friend of Charlie Munger and Li Lu.
You can see videos of him on YouTube.
However, I do not see him talking much about investing concepts from his book.
One of my greatest takeaways: The lower the price, the lower the risk (margin of safety), the higher the returns.
Hence, it is possible to have "Low risks, High returns" contrary to what everyone else believes.
Of course, this is contrarian as many fear low prices as bad and will only buy when prices go up.
Worth reading.
https://lifenotes.space/%f0%9f%93%9a-the-dhandho-investor-by-mohnish-pabrai-%f0%9f%93%96/
Possibilities Unbox
Another afternoon surge! 🚀🚀🚀 Something brewing Enjoy while it lasts. It is up 25% since the video on 6 Sep. Do take profits!
Nam Cheong: Another surge after lunch🚀
Lunch was served late? 😂
Lunch was served late? 😂
China stocks: What is your ABC? 🇨🇳
1/3
Chinese stocks have been on a wild rally after China's stimulus package announcements.
Hang Seng Index is up 10% in the last 5 days.
Is the real upturn? Is this sustainable?
I don't know. However, many high-quality stocks have fallen to attractive levels, especially those still growing well.
Some have fallen to distressed levels.
Based on charts, some are showing bottoming.
Time will tell. I don't have the crystal ball. 🔮
Choose your poison:
Cheap and growing high-quality companies 🇨🇳
OR
Expensive and growing high-quality companies 🇺🇸?
There is no need to be binary. We can spread our bets.
BTW, crypto is inching up.
DYODD
1/3
Chinese stocks have been on a wild rally after China's stimulus package announcements.
Hang Seng Index is up 10% in the last 5 days.
Is the real upturn? Is this sustainable?
I don't know. However, many high-quality stocks have fallen to attractive levels, especially those still growing well.
Some have fallen to distressed levels.
Based on charts, some are showing bottoming.
Time will tell. I don't have the crystal ball. 🔮
Choose your poison:
Cheap and growing high-quality companies 🇨🇳
OR
Expensive and growing high-quality companies 🇺🇸?
There is no need to be binary. We can spread our bets.
BTW, crypto is inching up.
DYODD
Tencent & Alibaba 🇨🇳
2/3
For illustration.
Both are showing bottoming.
Let's see how good is the upturn. 💪
2/3
For illustration.
Both are showing bottoming.
Let's see how good is the upturn. 💪
Just for a read
3/3
Let's not have an identity bias 🇨🇳🇸🇬🇺🇸 but a profit bias 🤑💰💸💲🤑💵
https://finance.yahoo.com/news/david-tepper-buys-everything-china-220201708.html
3/3
Let's not have an identity bias 🇨🇳🇸🇬🇺🇸 but a profit bias 🤑💰💸💲🤑💵
https://finance.yahoo.com/news/david-tepper-buys-everything-china-220201708.html
Yahoo Finance
David Tepper Buys ‘Everything’ China-Related on Beijing Easing
(Bloomberg) -- Billionaire investor David Tepper is buying more of “everything” related to China after Beijing rolled out sweeping stimulus measures that exceeded expectations.Most Read from BloombergVanderbilt Leases Struggling NYC Seminary for Campus ExpansionNJ…
Possibilities Unbox
Yanlord 💎
Yanlord 💎
30 Sep 2024
Compare the 2 tables, despite the 17% gain today, Yanlord's P/NAV is now the lowest.
KWG had the lowest P/NAV and it gained 27% today.
30 Sep 2024
Compare the 2 tables, despite the 17% gain today, Yanlord's P/NAV is now the lowest.
KWG had the lowest P/NAV and it gained 27% today.
Possibilities Unbox
Yanlord 💎 30 Sep 2024 Compare the 2 tables, despite the 17% gain today, Yanlord's P/NAV is now the lowest. KWG had the lowest P/NAV and it gained 27% today.
Yanlord 💎 [2 Oct 2024, half day]
Despite Yanlord's 10% gain this morning, its P/NAV is lowest and lagging further behind.
What happened this morning:
CIFI Holdings: +64% 😮😮
Agile Group: +74% 😮😮
Times China: +30% 😮😮
KWG Group: +56% 😮😮
Despite Yanlord's 10% gain this morning, its P/NAV is lowest and lagging further behind.
What happened this morning:
CIFI Holdings: +64% 😮😮
Agile Group: +74% 😮😮
Times China: +30% 😮😮
KWG Group: +56% 😮😮
Possibilities Unbox
Yanlord 💎 [2 Oct 2024, half day] Despite Yanlord's 10% gain this morning, its P/NAV is lowest and lagging further behind. What happened this morning: CIFI Holdings: +64% 😮😮 Agile Group: +74% 😮😮 Times China: +30% 😮😮 KWG Group: +56% 😮😮
Yanlord + HK Land 💎💎
Added HK Land to the table.
Both are the only 2 with a P/NAV < 0.3
HK Land's price chart looks poised for breakout.
With today's closings:
KWG Group: +95% 😮
Times China: +60% 😱
CIFI Holdings: +95% 😳
Agile Group: +158% 💥💥💥
All went even higher after lunch. 🚀😱😱😱😮
DYODD
Added HK Land to the table.
Both are the only 2 with a P/NAV < 0.3
HK Land's price chart looks poised for breakout.
With today's closings:
KWG Group: +95% 😮
Times China: +60% 😱
CIFI Holdings: +95% 😳
Agile Group: +158% 💥💥💥
All went even higher after lunch. 🚀😱😱😱😮
DYODD