Equity Thursday : Watching For Casualties
There is a twinge of sadness when you observe that since 1 Oct, 162 companies made new lows in their stock price in the STI. The rest of the STI is holding up… Continue reading
Category Archive: Equities
Commodities Make The World Go Round – Time To Be Greedy
I think it is time when everyone is running S*** scared. When crude gets smashed, we should be sitting up and not hiding. Retail players cannot get too serious about commodities in their… Continue reading
Zico Files : China tech stocks opportunities – Kingsoft & Xiaomi
The tech stocks in China like Lenovo (922 HK) have been dwarfed by the emergence of the e-commerce titans like Alibaba (BABA US), Tencent (700 HK) and Baidu (BAIDUZ CH). These titans have… Continue reading
Zico Special : After the Stand-Off – China Taiping Insurance
With the protestors still on the streets of HK, stock prices have yet to stabilised. But the protests have hurt the businesses in downtown HK and the momentum of the protests has also… Continue reading
Zico Files : You got to to be in US Biotech stocks
The two sentences in the Fed’s minutes that was released in the afternoon sent the US stock market violently reversing its earlier slide. First – don’t fight the Fed. And it’s not as… Continue reading
Zico Files : After the stand-off – The Hang Seng Buy list
Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading
Singapore Stock Alert : Hyflux
I thought I better point out that Hyflux has taken a dip recently with their share price approaching their 5 year low back in Dec 2011. Share price is down 12% year to… Continue reading
Zico Files : The Stand Off In Hong Kong
The stand-off between the protestors on the streets of HK and the Beijing government has brought back memories of past stand-offs – the 2003 protests in HK and those further in back, in… Continue reading
Equity Thoughts : Gappy Markets To End The Year In Tears.
An old Nikkei daily candlestick chart. Notice the huge gaps in the opening and closing levels throughout the year. It is mostly the same for the rest of the liquid Asia markets too.… Continue reading
Tricky Cashflow Balancing Acts – Singapore
I tried to do an exercise on our locally listed companies and filtering out those that are over reliant on short term borrowings which could pose a problem to refinance in case of… Continue reading