Lone wolf investor

  The Sept allocation is out. All subscribers of SSB for 13.5k and lower will get full allocation or 13k. I am expecting yield to crawl up again to an average of 3% for month of Oct. Allocations is likely within the 8-13k range given the attractiveness of the risk free interest rate. Please follow us on telegram for the latest update on Lone Wolf investor 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 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...

Lim Leong Seng Singapore 1950 New Era circa 1976 remade 2022 Collection of National Gallery Singapore Market Summary 22-28 Aug 2022 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - Fed will raise rates as high as needed to restrict growth, would keep them there “for some time” to bring down inflation: Powell + US retail sales little changed in July amid fall in gas prices and auto sales  - US PMI Composite Output Index stood at 45 at 27-mth low in Aug: S&P - Dow tumbled 1000 points on Friday after Powell warning on ‘pain’ to business and households  - US 2nd Qtr GDP declined by 0.6% less than previously thought, revised upward from advance estimate in July of 1.9%  - Biden singed executive order on US$52bn bills allow implementation of funding to boost production of chips  + Biden administration to cancel at least US$10k in student loan debt  - US adds 7 Chinese aerospace and chip firms to export blacklist  - US to suspend 26 flights by Chinese airlines next mth in dis...

Lone Wolf Fund(LWF) Portfolio as at end of August 1.) Cash  *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary The US China tension is causing fiction in world trade. It had been described in an African Proverb “when elephants fight, it’s the grass that suffers”. With competition in play, Pacific, Africa and South East Asia countries used to be “secondary friends” of certain country had been “upgraded” to friends of equal. I can’t speak about my view on Africa and the Pacific Islanders as I knew nothing about them. I am pretty sure when competitions are keen, ASEAN countries will get the extra attention(good and the bad) as World Powers try to win ASEAN over to their side. It is like two groups of primary school kids involved in an argument where both side are equally matched, both sides will want to rope in the less popular kids to join their “gang” to strengthen their point of view. Suddenly the plump an...

I have been stopped out by my trail for CDG. There are also some uncertainty about CDG remaining as a STI component stock and the recent spike in oil is also a concern. I may decide to come back later after the dust had settled. Lone Wolf holds no share in CDG. 1% was added to the portfolio gain due in most part by the dividend declared. Please follow us on telegram for the latest update on Lone Wolf investor 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 information published by companies or submitted to governmental agencies on which we believe are reliable but are without our indepen...

  (Cafe decked out in purple) (All things in pastel purple give the cafe a sense of calm) Whisking Bakes is a newly opened cafe that specialised in Orh Nee(Yam) focus sweets. Nestled in Crawford Lane,  the cafe was the brain child of former aircrew, Chanel Lee. Her story is truly inspiring, a prime example on how one can turn adversity into new opportunity.   (Yam Tart, the main attraction of the cafe) Back in mid 2020, during the height of covid pandemic, Chanel, the former aircrew was grounded due to lack of flying opportunities as borders of most countries were shut due to covid related travel restrictions. Unable to fly, she decided to start an online business selling Yam Tarts. It was an instant success, she was making 3000 Yam Tarts a week. Gone maybe her job as an aircrew but she is soaring new height with her new cafe. Whisking Bakes was born with the aim of expanding her Taro offerings. There are Taro Mochi Swiss Roll, Taromisu, Taro burnt Cheese Cake and Taro Ca...

  Don Don Don Ki is almost everywhere. They had just opened its 12th outlet in Singapore at Waterway Point. I guess we can shop our heart’s content and hear the jingle more regularly “....don don don ki don don don ki......” Who doesn’t love a bargain? These are my top 5 random picks. 1.) Pork Tonkatsu(frozen $10) Three palm size Tonkatsu weighing at least 500g. They are quite tasty. Some white rice and curry makes a sumptuous meal. 2.) Steamed chicken Salad($5.52) and Smoke Salmon Salad($6.71) Big bowl of salad with at least 5 big slices of Chicken breast and many slices of smoked salmon. Perfect for a healthy lunch. 3.) Hidaka Hokkaido Milk 1L($3.90) Big on discount and taste. Drink it, skin white white. 4.) Instant Miso soup ($0.50) A pack of 8 servings for a bargain basement price of 50c. 5.) Under Arm Hair Trimmer($1) For those in need of a trim of that unsightly armpit hair, this is a Good Buy! Best Buy! Must Buy! 6. Bonus buy, a Tomica Comfortdelgro Taxi($8.95) A nice novelt...

  “Little Book of Hermes” The Story Of The Iconic Fashion House by Karen Homer is an unofficial and unauthorised book looking into the history of the brand. This particular book had a lot going. One can consider it as an Art book due to the amazing photos(the artistic director of the book did a wonderful job). One can consider it a business and marketing book, the detail of how Hermes builds its business empire and brand around exclusivity is worthy of a case study in any business school. It is also a history and mini coffee table book combined. (The beautiful Audrey Hepburn, a client of Hermes) (Grace Kelly,Princess of Monaco which gave rise to the Kelly bag of desire) (The most expensive Birkin sold for £208,175 in a 2017 Christie Auction in HK) In its founding years, Hermes wasn’t always known for its Kelly and Birkin bags, the epitome of luxury bags. Founded by Thierry Hermes in 1837, the company started out as a humble equestrian supplier with the sole aim of supplying nobleme...

  Vincent Hoisington Singapore 1924-1972 Entrepreneur circa 1969 Gift of Agnes Hoisington  Collection of National Gallery Singapore  Market Summary 8-14 Aug 2022 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - US inflation eases slightly in July to an annual rate of 8.5% amid falling oil prices  + US import prices posted first decline in 7 mths, due to strong USD and lower costs for fuel and nonfuel products   + US consumer sentiment up more than expected to 55.1 in Aug from record low 50 in June   - Biden signed into law CHIPS and Science Act aims at crippling China’s semiconductor supply chains  + S&P 500, Nasdaq close higher 4th straight week as signs inflation may have peaked in July  - US Congressional delegation arrives in Taiwan for 2-day visit  + US house approved Biden’s US$430bn on climate change, drug prices  - US big Pharma failed to stop a bill allows govt to negotiate prices on select drugs   + US PPI dropped by 0.5% in July on s...

  Comfortdelgro just released result for 1H22(result announcement came within the day, no late nite announcement for ghost 👻). I didn’t have the time to go through the report in detail. Below were the key points. * Profit came in at 118.7m including a 30.5m gain on uk property disposal. * If you strip out the gain the core earning is around 88m.  * Total 4.26c dividend is declared with 2.85c interim dividend and special dividend of 1.41c. *Company remain net cash at 600m *Taxi segment recovery underway * China continue to be weak but remain profitable.  Sgx announcement  https://links.sgx.com/FileOpen/CDG%20-%20Media%20Release%20-%20Financial%20Results%20for%20Q2FY2022.ashx?App=Announcement&FileID=728278 More commentary during month end portfolio update.  Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative ...

  SMG reported a drop in profit of 13% due to rising cost in recruitment of medical personnel. I had a quick glance of the result. I didn’t have time to do a complete analysis of the company as the result was released very late into the night. Below are the key points. *Profit drop 13 percent due to increase cost of engaging of medical personnel and new opening of clinics. *Revenue got an initial bump up of 8.9% after the border reopened in April to receive medical tourists.  *Record revenue but profit didn’t follow. *Overseas JV are gaining traction with 800k profit in 1H22 which is close to the whole of last year. *Net cash went up to 24.6m(end June) from 22.9m(end Dec) *guidance is for company to continue grow in 2nd half and cost likely to be more persistent too. I have decide to take an insurance by selling the shares and take a slight loss pending improvement in the business. LWF no longer holds shares in SMG. Disappointing result given rival Raffles Medical reported fan...