I thought I’ll do a quick update to the portfolio since there was some very small addition to the portfolio this month (which actually barely move the needle) after coming back from a 3.5 weeks break. My trip to both UAE and Europe were very fruitful as our family get to experience many things while…
Author: brianhalim
Tencent Holdings Ltd (HKG: 0700) – Dishing Out Another Special Dividend This Quarter
I wanted to quickly run through my thoughts on the Tencent latest Q3 earnings announced yesterday. First up, operating metrics MAU is still up year on year and quarter on quarter for both Weixin + Wechat as well as Mobile QQ but as you can see, they are approaching the matured 1.3b numbers so inevitably…
Investing For Future Growth: UOBAM Ping An ChiNext ETF
A new ETF comprising fast-growing China enterprises will be listed on SGX. In an environment today where it has become increasingly difficult to invest, the attributes of an exchange-traded fund stand out: low fees, lower beta risk, diversified portfolio, and trading flexibility. As a quick background, the ChiNext Market was inaugurated in Shenzhen on the…
Manulife REIT (SGX: BTOU) Q3 FY2022 Results – Tough Conditions but Company is Repositioning for the Future
Manulife REIT (SGX: BTOU) reported its Q3 2022 Business update this week and I was invited to attend the analyst’ briefing that same morning. It’s been a while since I last attended a US office REIT briefing – and my objective is to understand how bad the macro situation there in the US and in…
This IoT Company Is Quietly Running In 2022 – Impinj Inc. (Nasdaq: PI)
Year 2022 will be remembered as the year that many tech companies and stocks crash down. A brew of macro headwinds with the likes of higher interest rates and slower growth put a heavy pressure on companies to perform in this difficult environment. As a result, many companies reported slower earnings growth, and several names…
The Day of China’s Capitulation – 24 Oct 2022
I felt the need to address this because there were so many who messaged me yesterday about potentially one of the most turbulent capitulation investors investing in China and HK stocks face this year and judging by the number of messages and concerns, it is probably safe to say that it is capitulation. Most of…
Oct 2022 – Portfolio Transactions & Updates
Just as I expected, the market dropped its worst bomb yet this year with another thunderous low as it sends many investors’ portfolio hurting once again. Mine was not spared either and it appeared this month might be the worst performing month for the portfolio as many of the companies suffered new lows of the…
A Day in The Life of an Asset Wealth Manager | Ayden Toh
As part of this newly featured series I am making to refresh the segment, I will be interviewing people from all walks of life into looking what they do for their day job, what they do outside of their day job, what their plans are for investment, and what are their thoughts for retirement. In…
Active Leverage Trading Tournament: From 31 Oct – 18 Nov 2022 & Win Great Prizes
Investing Note’s Annual Virtual Trading Tournament is here once again and now open for registration. This year, the tournament is held in partnership with UBS and SGX. As with past previous tournaments, this event focuses on the trading of the Daily Leverage Certificates (DLCs) to test the limit of the participants’ skills to the maximum….