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Singapore Q1FY21 GDP Growth- Some Green Shoots are visible now
Singapore has begun the FY21 on a great note. Its economy has registered a better-than-expected GDP growth of 0.2% in Q1FY21 Vs Q1FY20 (same quarter last year). Though, the consensus estimates for this quarter was a contraction of 0.2%. This was a great performance by all measures, as till Q1FY20, the economy was operating with…
Keep readingWilmar (SGX:F34) – Don’t Ignore This Commodity Super Cycle Beneficiary
Palm oil plantation companies has been the talk of the town since past few weeks. Palm oil’s spot price moved up from its multi-year low price level of $576 per mt (in May 2020) to the current level of $1031 per mt (almost 80% return). This is the highest price level for the Palm oil…
Keep readingThaiBev (SGX:Y92)-Should We Get Drunk with this Beverage Story?
The Beverage Industry is typically understood to be ‘recession-proof’ i.e. non-cyclic. This is on general premise that the drinkers will continue to have their drink notwithstanding the economy’s performance. Beverage Industry is broadly divided into alcoholic and non-alcoholic segments. There are several players in this industry. But the company that stands out from the crowd…
Keep readingArchegos Capital’s Asia Connection & Potential Impact on SFOs
Early this week, a lesser known Company, Archegos Capital (setup as “Single Family Office” or SFO) was forced to liquidate its $30B position by Goldman Sachs , Morgan Stanley and Deutsche Bank to meet the margin call. Credit Suisse and Nomura were its other creditors , who were caught completely off-guard (both together may take…
Keep readingIs there any steam left in Glove Manufacturers stocks?
Year 2020 was so special for glove manufacturing counters. We witnessed unprecedented surge in stock prices of medical or surgical glove manufacturing companies – Top Glove’s share price (SGX & KLSE listed) shot up 6-times its pre-COVID19 stock price. Though, after US sanctions on forced labor, it pared most of the gains in its stock…
Keep readingEconomic Impact of Spanish Flu on Global Economy
It is almost a year since COVID19 was declared as a Pandemic by WHO. We now have managed to prepare its vaccine, but there seems to be no end in sight yet. This pandemic is still wreaking havoc across the world. We are now witnessing the “third wave” of infection across many major countries. One…
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About Me
Hi, I’m a CFA Charter- holder and a full time investment professional. I love value investing. I have around 15 years of experience in doing personal investment. I authored two books – “What everyone should know about GDP” and “The Economic Cost of 2020 Pandemic”.
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