It’s been a while since I last did an update of the blog again as I recently joined another firm which keeps me busy, and I was restricted to make too much exposure on the blogging front due to the nature of my role. In any case, I just wanted to take this opportunity to…
Category: Stock Analysis
McDonald’s Valuation is Still Lofty at This Price
If you haven’t heard of McDonald today in this era, you are probably living in a cave. Founded in 1940, the chain business was once a hamburger stand, which later turned into a very successful franchise business. At its core, McDonald Corporation today is one of the world’s largest fast-food chains, known for its burgers,…
3 Stocks For The Gold Medal for the Paris Olympics 2024
The Olympics fever are finally back here again! According to a study by the National Bureau of Economic Research, they found that stock markets in host countries particularly often show positive abnormal returns in the lead-up to the Olympics, reflecting increased economic activity and investor confidence. The Grand Paris Express Project is a prime example,…
Lululemon Athletica Inc (“LULU”) Has Never Traded This “Cheap” From a Valuation Standpoint
Lululemon has caught the attention of many value investors lately, as it has fallen almost half from the start of this year (since hitting the peak in Dec last year) due to the slower growth and weak spending consumption, impacting many other consumer discretionary and luxury stocks particularly this year. With the stock currently trading…
Yixin Group Limited (HKG: 2858) – Auto Financing Company at only 7.5x P/E Valuation
Yixin Group Limited (HKG: 2858) shares have had an impressive past couple of months, gaining +16.2% YTD after a shaky period beforehand. This outperforms the HSI index which at the moment YTD has only gained +2.5%. The stock is currently under consolidation mode for about a month now going directionless. With the recent rebound in…
Foodpanda Launches Brilliant Curated Meals with “Meal for One” for Solo Diners
Foodpanda, famously known for its cute looking pink panda logo and operating as a leading brand under Delivery Hero for online food and grocery platform – has launched a brilliant strategy for solo diners out there with its curated meals “Meal for One”. With a Meal For One, customers can now order single-person meals on…
CrowdStrike Documented Worst Day as Outage Could Be World’s Largest Ever
Imagine if there’s a day that technology would brought the entire world to a pausing halt. That was yesterday. CrowdStrike Holdings has long dominated the market for cloud-based software which is meant to protect customers’ networks from hackers, but a botched software update has other plans that brought businesses from airlines to banks to a…
Is Netflix Cheap or Expensive At This Price?
A lot has happened since my last coverage on Netflix which was many quarters ago. Since Netflix’s founder Reed Hastings gave up on his position as CEO, the company has taken a different direction altogether with its strategy on password-sharing and also advertising focus. As a result of its curb strategy on password-sharing and tiered…
Which Sectors Will Benefit The Most From an Interest Cut?
We all know how much inflationary pressures and interest rate play a part in sustaining this big bull market within the financial market. An interest rate cut generally stimulates economic activity by reducing the cost of borrowing, which will then trickles down to benefit several sectors of the economy. In this article, we’ll explore some…
The Logic Behind Ping An’s $3.5 billion Convertible Bond Issuance
Convertible bonds have become increasingly popular with Chinese companies lately, and Ping An Insurance is the latest company to have announced that it will raise a $3.5 billion in a convertible bond deal. According to the term sheet and announcement made by the company which you can find the link here, the bond will have…