ベアの年になります。高い金利が純利益やキャッシュフローに影響を与えており、消費関連の需要にも影響を与えています。
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$Boustead Proj(AVM.SG$ E&C recovered in the second half. RE stable. FY 22 EPS should be around 6C. Smart move to give out secured loan and earn few millions in a year. Vietnam RE fund is short term catelyst. May help to unlock some value. Ideally should do it fast before interest rate goes north.
With inflation at record pace and Fed seems slow to up interest rate, prices of commodities are not coming down. Plus the war in Ukraine, it is going to push commondites up. There are many companies dealing with commodities and the full price has not been factored in yet. Granted that there was slight rise in prices of these companies, the potential for prices to raise further is present. Furthermore, there is potential for these companies to revise their dividend up...
$アリババ・グループ・ホールディング(BABA.US$ too many uncertainties in the ST. Better to store more ammo first and not just jump in at every opportunities.
$アリババ・グループ・ホールディング(BABA.US$ 規制強化の懸念から、より多くの売却が予想されます。過去数日間、価格が上昇し、十分に貯まっていないと文句を言い続けている人は、今がその時です。これ以上文句を聞きたくありません ショートする人のために、いい賭けです。 誰が正しいか見てみましょう...
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$阿里巴巴集団(09988.HK$ why focus excessively on the earnings when there are so many companies that are not even making money? I am more interested regarding the impact on alibaba if the acquisition of Tsinghua Unigroup is a go. Any experts here?
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$Boustead Proj(AVM.SG$ the half yearly result is not that bad. At least it is not in the red thanks to cost cutting measures. Next half eps excluding exceptional one time gain or loss should be slightly higher then current.
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$Boustead Proj(AVM.SG$ disposal of 351 to BP fund will help cushion the not so fantistic coming operating profit as BP faces increasing construction cost. With a few industrial properties under JV we will see more gain from disposal when properties are injected to the fund. However, the injection will be slow. Maybe one or 2 properties a year. The interesting development is the property at Orchard Hill. I personally think the focus will be on that for now. Thats the catalyst for now.
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