Posts

Showing posts from March, 2021

Wolf Money(Office and retail space demand)

Image
SHARES OF OFFICE LANDLORDS SURGE ON EXPECTED RETURN OF OFFICE WORKERS Office I find the BT headline puzzling. Did the landlord start charging rental by number of people returning to office? Against popular belief of a recovery in demand for office space. I predict multi years of sub par demand for office space due to WFH,hot desking and co working trend continuing after covid 19. A source close to me had indicated their company plan of slashing office use by 50 percent within the next couple of years. CFO must be thinking why do we need to pay millions and millions of dollars to keep my employees in office. WFH and hot desking will cut office use by 50 percent. In process saving company millions. Mind you. That is only for one company, imaging many companies right sizing their office needs. Food for thot? Office? What For Huh? Retail There is an introduction of code of conduct for leasing of retail premises in Singapore  In June 2020, a Fair Tenancy Pro Tem Committee was set up under t

Wolf Money (portfolio update end March 2021)

Image
There are a few requests on what my portfolio look like. I operate a very concentrated portfolio as I believe there are only that handful of stocks which I am willing to invest and risk my money. As Warren Buffett always believes “Putting all your eggs in one basket and watch it like a hawk”. Portfolio as at end of March 2021. 1.) Boustead 2.) Nam Lee Pressed Metal 3.) Pico Far East (hk.0752) *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy.  Please follow us on telegram for the latest update by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from info

More topics on Lone Wolf Investor blog

Image
I will be introducing more varieties of topics on Lone Wolf Investor blog. Topics like value investing or anything of value worth sharing under the sun. It might be a value buy or a eatery which I frequently visit . I know you must be thinking lone wolf investor is a disguise of Miss Tam Chiak or he is another Amazon give me another 35 seconds guy trying to sell you a course. Just to clarify I am not in the business of selling you an expensive get rich quick course. I am also not keen of having a second career as a food blogger.  The purpose of expanding topics are due to the fact,value investing is a boring way of making money and value investing doesn’t require constant updating. The new topic hopes to give my readers a better depth to my blog and also to discover value in our surrounding.  Summary of financial news and my personal portfolio update will also be part of the newly expanded topics on Lone Wolf Investor blog. The two main categories are. 1.)  Wolf money 💰 💰 (Wolf portf

Astrea VI Ramen

Image
Ramen moolah 💰 made 🍜. Have a great weekend everyone. Please follow us on telegram for the latest update by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1

Astrea VI balloting result (IPO)

Image
Result of the balloting as follow. As mention in prospectus people who applied less than 50k shares will get confirmed allocation of up to 15k shares. Trading of Astrea VI will start on 19th March 9am. I hope for a decent bowl of ramen 🍜.  Good luck to all. https://lonewolfinvestor.blogspot.com/2021/03/astrea-vi-wolf-reportipo.html Please follow us by clicking on subscribe for latest blog on lone wolf investor  Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is

Astrea VI lone wolf report (IPO)

Image
Summary  I am not too sure why I am writing this. The bond is neither attractive nor unattractive. It gives a yield of 3 percent. There is probably some lunch money to be made for IPO stag(sell on first min after IPO)my guesstimation 50-100 bucks after brokerage fee for people applying below 50k. My guess it might trade around 1.02-1.03 at first bell.  I wouldn’t bore you on the detail of the bond. Risk associated to bond needed to be considered if one is buying it for long term. I might just apply and stag the IPO for some lunch money to have Ramen. People applying below 50k will get a guaranteed allocation base on the prospectus.  IPO application closed on 16th March 12 noon and trading will start on 19th March. Warning A rising interest rate environment may cause the bond to go below par value.   IPO rating How many wolves? Probably 3 wolves due to yield hungry savers jumping onto the IPO 🐺🐺🐺 Wolf ratings 🐺 Meow 🐺🐺Hot 🐺🐺🐺 Sizzling Please follow us on telegram for the latest

Pico Far East 0752.HK

Image
Pico Far East is a Hong Kong listed Singaporean run company. They are one of largest mice related service provider. There are 3 big players in Asia under P.C.K. First been Pico, Citineon and Kingsmen creative. Amid the covid 19 pandemic. All companies which are in the mice services sector are hit badly. The main reason why i like about Pico is due to its market leading position which give them economic of scale. They are also the chosen provider for World expo and Tokyo Olympic which speak record of their leadership position to deliver world class events across Asia and beyond. One of the main reason for my preference for Pico is due to their China focus business with close to 50 percent of revenue coming from China. I am predicting China to recover the earliest among all major economies. Channel check has shown life is returning back to normal in China with concerts,events and trade shows been held. This bodes well for Pico. The closest competitor Kingsmen recently suffer a 11m loss i