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Tech
Winners and losers in whirlwind US$1 trillion tech stock rout
The reversal for some of 2021’s hottest stocks makes tech one of the worst-hit sectors in the S&P 500
April 01, 2022
Tong's Portfolio
Tech's network effect' will create its own constraints on demand
We may now be entering the next phase, where disruptors are increasingly being disrupted themselves.
February 10, 2022
Tech
Can Apple build a 'game changer' iCar?
Apple may have its work cut out but as the world’s No. 1 company it will take a brave person to bet that it will fail.
November 25, 2021
Tong's Portfolio
Knowing how to value digital tech companies is critical to value investing
Tech companies are synonymous with innovation.
November 11, 2021
Broker's Calls
Strong holiday demand for Apple, but this may be constrained by supply chain woes: PhillipCapital
The supply chain constraints could crimp Apple's sales not only in this financial year, but in the upcoming holiday season as well
November 03, 2021
Results
TSMC quarterly profit beats expectations as margins recover
Capacity constraints have limited TSMC's ability to fully capitalise on the boom
October 14, 2021
Tech
Big Tech’s valuations are cheapest in three years after slump
The megacap tech stocks may get cheaper still.
October 06, 2021
Tech
New world order for tech and media giants
The global media war is about playing catch-up with Netflix as no one watches free-to-air broadcast TV or cable or Pay TV anymore.
May 28, 2021
Tong's Portfolio
'Investors should stop worrying whether the stock will fall' - here's why
Over the past week, we have been seeing yet another shift, back to Big Tech.
April 16, 2021
Tong's Portfolio
When should companies do share buybacks?
Poor liquidity usually leads to depressed overall valuations, all else being equal.
March 05, 2021