Simple Guy
commented on
$Centurion (OU8.SG)$
After doing some analysis, I realised this company has no moat. Dorm is an easy entry asset as compared to development type.
There are also many contractors who are building their own dormitories so as not to pay money unnecessary fee for accommodation. Many government projects also support the housing of temporary dormitory on site.
If you do a simple google search, you can find other major players like Vobis or TS.
I just sold all my holdings to stop the ble...
After doing some analysis, I realised this company has no moat. Dorm is an easy entry asset as compared to development type.
There are also many contractors who are building their own dormitories so as not to pay money unnecessary fee for accommodation. Many government projects also support the housing of temporary dormitory on site.
If you do a simple google search, you can find other major players like Vobis or TS.
I just sold all my holdings to stop the ble...
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Simple Guy
commented on
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Simple Guy
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$Fiserv (FI.US)$ looks interesting at these levels or a value trap? Looking at the forecasted earnings, there's still growth? Am I missing something? Time to write some cash secured puts with the increased IV. V shape recovery to $187? 300% gains ![]()
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Simple Guy
commented on
$Fiserv (FI.US)$ Fall is over done. Will go up during trading.
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Simple Guy
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$Centurion (OU8.SG)$
one of the major shareholder just bought 300k shares... stay positive
one of the major shareholder just bought 300k shares... stay positive
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Simple Guy
commented on
$Centurion (OU8.SG)$ as usual.. everyday also fxxkin lame useless crap hanging here buai paiseh one see also Tulan!!![]()
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Simple Guy OP Aurum Keeper : In terms of share pricing and business differentiating, moat is important. I will not be so extreme like you to say all, but in general company with weaker moat do perform weaker than those with strong moat.
And moat is important if you want to how for long term. otherwise for trading, it doesn't really matter.
Simple Guy OP 默默无闻的学徒 : Agree bro. There is a distinction between the reit and investment company. Glad for an objective reply.
the reit will be suited for longer term prospects. the investment company maybe for trading. I recall there were guys that forewarn us in earlier chat that the behaviour are similar to LHN. seems quite true.