Lone wolf investor

  (Image credit: Genting Singapore) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I took a small position in Genting Singapore after the share hits 52 weeks low today. There are a lot of negatives surrounding Genting Singapore.  1.) Casino license renewed for 2 years instead of usual 3 years due to unsatisfactory performance. 2.) Poor Q3 results because of falling tourists numbers into Singapore, primarily Chinese tourists, and the poor win rates. 3.) The huge capex needed for rejuvenation of the RWS Sentosa to a tune of $6.8b over the next 8 years. 4.) Competition from other casinos in the region.  I find the entry level attractive given the 5.3% dividend yield, valuations of Genting Singapore has fallen to its lowest level since listing with exception to sharp and short drop during covid to 50c. The stock is trading at less than 1.1x p/b which compar...

(Source: MAS)   This month’s Singapore Savings Bonds show an uptick in yield from last month’s issue. The yield starts at 2.73% on the 1st year and slowly rising to 2.86% on the 10th. Feb issued SSBs are likely to be similar in yield to January. Closing date for current SSBs falls on the 26th Dec 2025@9pm. Good luck to those applying. God bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  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 ...

  (Christmas decorations@Central Phuket mall) Market Summary 9-15 Dec 2024 *USA* -US CPI up 0.3% MoM in Nov, the most in 7 mths, index for shelter account for nearly 40% of mthly all items increase   -US PPI prices rose 0.4% MoM in Nov, biggest monthly gain in 5 mths  + US core producer prices rose by 0.2% MoM in Nov, smallest increase in 4 mths, inflation at 3.4% in Nov on annual basis  -US reported US$367bn budget deficit for Nov, marking 17% increase YoY  -US initial jobless claims soared by 17,000 from precious wk to 242,000 to 2 mth high  + US equity funds gain 6th weekly inflow of net US$6.36bn on Fed rate cut expectations at coming meeting  + US average on 30-year fixed mortgage eased to 6.6% as of Dec at lowest level since mid-Oct  + US energy index fell by 3.2% over past 12 mths in Nov, following 4.9% decline in Oct, 4th consecutive mth of decreases  -US food price inflation rose to 2.4% in Nov to 10-mth high, rose by 0.4% on monthly...

(The impressive Dream Cruise Liner) I am back from Thailand. I have decided to ditch the air for a sea route due to the incident-prone trip I had two weeks ago . I was joking with my wife, we should have waited in Thailand for the ship to sail us back to Singapore. This time there were no “Train to Busan” or “Red Eyed Curse” to contend with. (Map of Phuket) Geographical and economy The Island of Phuket is located at the Andaman Sea, just at the tip of The Straits of Malacca. The country welcomes close to 10 million guests each year with the Russian and the Indian making up the top two spots of visitors. The land size of Phuket is close to the former size of Singapore. The Island is currently close to 80% of Singapore’s land mass. The main exports are cashew and topical fruits, including durian and pineapple. Patong Beach and Wat Chalong are among the most popular tourist attractions. (Wat Chalong hosts one of the original Buddha’s tooth given by Sri Lanka) Tom Yum Criuse I find the 4-d...

  Market Summary 2-8 Dec 2024 *USA* + Fed seen poised to cut interest rates this mth after data showed labour market remained strong but continued to cool in Nov  + US consumer sentiment up for 5th consecutive mth to 74 in Dec, highest level since Apr  -US year-ahead inflation expectations inched up to 2.9% in Dec, highest in 5 mths, vs 2.6% in Nov  + Nonfarm payroll increased by 227,000 in Nov vs expected 202,000, jobless rate at 4.2% vs 4.1% prior mth  -US ISM services PMI declined to 52.1 in Nov from 56 in Oct, slowest growth in services sector in 3 mths  + US factory orders for manufacturing goods increased by 0.2% MoM to US$586.7bn in Oct  -US exports fell 1.6% to US$265.7bn in Oct, imports dropped 4% to US$339.6bn, both at 4-mth low  -US job cuts climbed to 57,727 in Nov from 55,597 in Oct, compared to Nov 2023, jumped 26.8%  -US weekly jobless claims rose to 224,000 from 213,000 in previous week, hitting 6-week high  + US average ...

(Contents) I have the privilege of meeting Aaron Low, the author of the book, Behind The Banyan by Ho Kwon Ping on building a global brand .  (Wolf and Author, Aaron) I met Aaron at the SIAS’s Boardroom Knockout book launch, a couple of months back which he is also the author of the book. We managed to keep in touch, and today I managed to invite him to talk about his journey of creating this book. The setting was at Toast Box, City Square Mall. Below is a snapshot of our conversation.  Wolf: Congratulations on the success of this book. What prompted you to write the book?  Aaron: This project was conceived during the height of the Covid pandemic. I remember it was March 2020 when Singapore just implemented an islandwide lockdown to stop the spread of the virus. Back in those days, there wasn’t much to do during lockdown. Being an ex-journalist, my passion for writing and the love for books prompted me to create this title. Wolf: Why was Ho Kwan Peng the chosen subject...

  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I have taken a small position in Boustead Singapore. Base on news report, they are looking to divest their Como Orchard at $680m asking price. I am taking a situational position base on assumption the sale did go through at their asking price. (Source: Business Times) 1.) The asking price of $680m for Como Orchard is $165m higher than their purchased price of $515m just 3 years ago. I estimate a gain of 17c-20c per Boustead share if the sale do go through. 2.) Base on my assumption of a 40% equity and 60% debt funded for the purchase of the building. The cash amount coming back to JV after debt retirement at JV level to be around 272m or 136m owning to Boustead which has a 50% stake in the JV. 3.) There are currently 56m of borrowings sitting on Boustead’s book. If they extinguished the debt from the sales proceeds...