Category Archive: Equities

FOMC : If I Were An Equity Investor, The Dots And The Hindenburgs

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If I were an equity investor, I would not be overly worried really. The dots look more in consensus but there is more to the bark than the bite, and the outliers have… Continue reading

CHINA FOCUS : Too Big To Ignore

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A new 7 year high in the Shanghai Composite for 5 weeks running since mid May despite a record US$9 bio outflow from EM stock funds this week driving the A-shares H-shares  premium… Continue reading

THE INCREDIBLE CRASH, BOOM, BANG MARKETS

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These are the largest daily trading ranges for the EURUSD in the past 4 years. The move we had 2 days ago was pretty incredible for 1,000 trading days with European bond yields… Continue reading

China Focus : Conspiracy Theory Coming True To Make Suckers Of You

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It is all about the stock market and we said this some months back. “The MSCI World Index is an important benchmark – it covers approximately 85% of the free float-adjusted market capitalization… Continue reading

Singapore Equity: OLS Enterprise

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Quick update to the portfolio, no major changes since the last update besides Ho Bee and Overseas Education both going ex-dividend: A friend highlighted the following penny stock to me and I felt… Continue reading

The Titanic Chart Pattern – Our HSI Will Go On and On

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I could not resist this because I was wrong back in early April about the Titanic pattern on the HSI.  https://tradehaven.net/market/the-titanic-chart-pattern-on-hang-seng/ So I did a Titanic Up and Down one because it (not… Continue reading

Singapore Equity: Federal International (2000)

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Just a quick comment on this stock which posted very strong results without any one-off gains yesterday. Valuations look very compelling. Company Name: Federal International (2000) Share Price: SGD 0.04 Market Capitalisation: SGD 56m… Continue reading

Singapore Equity: UOB Kay Hian

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Quick update to the portfolio, no major changes, some weakness seen in Compact Metal in line with overall market weakness on small caps: Do note the ex-dividend dates for Overseas Education (05 May… Continue reading

Singapore Equity: Broadway Industrial (Update)

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An update from my earlier post: https://tradehaven.net/market/singapore-equity-broadway-industrial/ 2 important updates to Broadway Industrial (Broadway) since my last posting (I won’t include this in the model portfolio due to the reasons specified in my… Continue reading

Zico's Equity Thoughts : Does China Matter ?

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  There are no stock rallies I don’t like. And there are few I like better than the rallies in the Chinese stock markets. Earlier in the month, I thought there will be opportunities to take… Continue reading