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stock picks
Battle of the Portfolios
Can Man beat Machine in stock investing?
Join us in this AI discovery journey and may the best portfolio — man vs machine; concentrated vs diversified, win.
October 20, 2022
Tong's Portfolio
InsiderAsia's top 10 stock picks for 2021
In 2020, InsiderAsia’s Top 10 Portfolio did exceptionally well, gaining 32.5%.
January 08, 2021
SGX Research Series: 10 in 10
TrickleStar shines with energy-saving product portfolio; plans expansion beyond US and Canada
Tricklestar shines with energy-saving product portfolio; plans expansion
October 23, 2020
Singapore economy
Maybank Kim Eng focuses on economy's 'building blocks' amid Covid-19 uncertainty
During the Global Financial Crisis and the Asian Financial Crisis, Maybank Kim Eng analyst Thilan Wickramasinghe notes that the Singapore market crashed by about 60% from start to end. This time round, the market has retreated just over 20% thus far.
May 22, 2020
Tong's Portfolio
Is Bursa the new TINA, with gambling outlets closed?
A good number of the companies from the May 13 list are related to the healthcare and hygiene businesses — although many quite remotely so — thus playing to the Covid-19 pandemic theme.
May 22, 2020
Global review
JP Morgan’s Yeo maintains preference for 'growth' over 'value'
SINGAPORE (Feb 7): In recent weeks, normal activities in Asia came to a standstill and borders were closed as governments fight to stop the spread of the coronavirus first reported in China.
February 07, 2020
Investing ideas
Credit Suisse's bottom up top picks for 2020: SingTel, ST Engineering, Wilmar and CDL
On Jan 8, when investors were spooked by the assassination of an Iranian general by the US, most Singapore stocks turned red. Among the key heavyweight counters, ST Engineering was the standout, closing higher that day instead.
January 23, 2020
Investing ideas
STI valuations not stretched but investors should stay defensive, says UOB Kay Hian
SINGAPORE (Jan 23): Despite 2019 ending on a cheerful high, markets turned jittery when the new year started with old enemies US and Iran provoking each other, raising tensions in the Middle East and worldwide by a few notches. Investors, therefore, shoul
January 23, 2020
Tong's Portfolio
Time to encourage share buybacks
SINGAPORE (Jan 17): There is a huge gap between the use of share buybacks as a means of returning surplus cash to shareholders in the US and in Malaysia and Singapore. Why is this so? What are the merits of share buybacks and should they be encouraged?
January 17, 2020