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Financially Savvy
Parsing goodwill when valuing intangible assets
Intangible assets have grown in value and importance over the past few decades and this trend is expected to rise.
October 12, 2023
Results
Prime REIT’s 2HFY2022 DPU falls 12.5% y-o-y within challenging sector, messaging is cautiously optimistic
Prime US REIT reports lower 2H2022 and FY2022 DPU, lower valuations, higher gearing
February 09, 2023
Tong's Portfolio
Are stocks cheap enough yet?
Regardless, the huge swing seems to be a portent of even greater volatility to come.
October 20, 2022
Tong's Portfolio
There is a reason for perceived (but untrue) market inefficiencies
If we accept that markets are largely efficient, then why does mispricing exist?
April 07, 2022
Tong's Portfolio
Markets will be more selective in tech stock valuations as liquidity dries up
Given the magnitude of prevailing uncertainties, it is not surprising that the US Federal Reserve will try to tread cautiously.
March 10, 2022
Tong's Portfolio
Part 2: Bursa has been a chronic underperformer … slow growth in sales and earnings
A quarter of a century since the AFC, the Malaysian stock market is still consistently underperforming.
February 17, 2022
Tong's Portfolio
Staying fully invested, but reducing the risk
Markets appear ripe for a significant pullback, or worse.
December 09, 2021
Tong's Portfolio
Simple algo: Profit from cheap valuations arising from low liquidity
Strong investor interest translates into higher share prices and valuations, which will attract even more investors.
June 18, 2021
Tong's Portfolio
The value of liquidity
There is a price to liquidity, or rather, illiquidity.
June 11, 2021
Tong's Portfolio
Value stocks: What is a fair price to pay? Is a stock too expensive? And other stories
There are many stocks today that are trading at jaw-dropping market caps despite not showing a single dollar of profit yet.
April 30, 2021