Stock Market Archives - Page 5 of 28

6 Crisis Investing & Momentum Stocks with Life Changing 20 Minutes Talk (时来运转)

Posted on January 25, 2021 Written by Dr Tee (Ein55)

Appreciation to IFAST for the special invitation in EXPO 2021 talk, professionally organized over a studio. The challenge is to compress my over 20 years investing experiences with views of current stock market opportunity over a limited 20 minutes talk, motivating thousands of audience over live telecast to take action to benefit from COVID-19 stock crisis recovery rally.

In this Dr Tee 20 minutes video education (6 Crisis Investing and Momentum Trading Stocks for 2021 Year of Bull), you will learn Market Outlook 2021 for USA and Singapore with 6 crisis investing and momentum trading giant stocks, growing in 4 sectors during pandemic, having high upside potential:
1) TSMC (NYSE: TSM) – Technology (Semiconductor) Momentum Stock
2) Micro-Mechanics Holdings (SGX: 5DD) – Technology Momentum Stock
3) HDFC Bank (NYSE: HDB) – Bank Momentum Stock
4) J&J Snack Foods (NASDAQ: JJSF) – F&B Growth Stock
5) Thai Beverage (SGX: Y92) – F&B Growth Stock
6) Raffles Medical Group (SGX: BSL) – Healthcare Growth Stock

View Dr Tee Video (Life Changing 20 Minutes):

This 20 minutes video could be life changing experience for audience as it is an essence of Dr Tee decades of stock investment and trading knowledge. Don’t just spend 20 years of time working hard for your bosses, helping other people become rich. For the first time, free up only 20 minutes of your life to start the right path of stock investing or trading.

Over the past 1 month, momentum trading stocks shared by Dr Tee over several webinars have appreciated tremendously, eg. Micro-mechanics has surged about 50% and TSMC has gone up about 20%. Momentum trading is suitable for shorter term trading, applying trend-following strategies but traders need to know when to take profits when uptrend has ended.

At the same time, for more patient longer term investor, growth investing integrated with crisis investing, i.e. buying strong fundamental stocks with growing businesses at lousy low prices when other people are fearful (eg. of COVID-19 pandemic). The longer wait could translate to much higher potential of over 100 – 200% return. Certain giant stocks may be considered for lifetime investing (Buy Low & Hold) but requires yearly certification that it is still a giant stock. For example, technology stocks may not be suitable for lifetime investing as disruptive technology with new challengers could bring down the leaders in every decade.

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There are over 1500 giant stocks in the world based on Dr Tee criteria, choice of 10 Dream Team giant stocks have to align with one’s unique personality, eg. for shorter term trading (eg. momentum or swing trading) or longer term investing (cyclic investing, undervalue investing or growth investing). Readers should not just “copy and paste” any stock (What to Buy, When to Buy/Sell) as successful action taking requires deeper consideration (LOFTP strategies – Level / Optimism / Fundamental / Technical / Personal Analysis) which you could learn further from Dr Tee Free 4-hr Webinar.

Drop by Dr Tee free 4hr webinar (learning at comfort of home with Zoom) to learn how to position in global giant stocks during COVID-19 stock crisis with 10 unique stock investing strategies, knowing What to Buy, When to Buy/Sell.

Zoom will be started 30 min before event, bonus talk (Q&A on any investment topics from readers) for early birds. There are many topics we will cover in this 4hr webinar, Dr Tee can have more time for Q&A if you could stay later after the webinar, you could ask on any global and local stocks including but not limited to 30 STI component stocks:

Ascendas Reit (SGX: A17U), CapitaLand (SGX: C31), CapitaLand Integrated Commercial Trust (SGX: C38U), City Development (SGX: C09), ComfortDelGro (SGX: C52), Dairy Farm International (SGX: D01), DBS Bank (SGX: D05), Genting Singapore (SGX: G13), Hongkong Land (SGX: H78), Jardine Cycle & Carriage (SGX: C07), Jardine Matheson Holdings JMH (SGX: J36), Jardine Strategic Holdings JSH (SGX: J37), Keppel Corp (SGX: BN4), Keppel DC Reit (SGX: AJBU), Mapletree Commercial Trust (SGX: N2IU), Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), OCBC Bank (SGX: O39), SATS (SGX: S58), Sembcorp Industries (SGX: U96), Singapore Airlines (SGX: C6L), Singapore Exchange (SGX: S68), Singtel (SGX: Z74), ST Engineering (SGX: S63), Thai Beverage (SGX: Y92), UOB Bank (SGX: U11), UOL (SGX: U14), Venture Corporation (SGX: V03), Wilmar International (SGX: F34), YZJ Shipbldg SGD (SGX: BS6).

Dr Tee will cover over 20 case studies, Singapore giant stocks, eg. CapitaLand Mall Trust (SGX: C38U), Singapore Exchange (SGX: S68), Keppel Corp (SGX: BN4), Top Glove (SGX: BVA), Jardine Matheson Holdings JMH (SGX: J36), Vicom (SGX: WJP) and many others, Malaysia giant stocks, Hong Kong giant stocks and US giant stocks, both long term investing and short term trading.

There are limited tickets left for this 4hr free webinar, please ensure 100% you could join when register: www.ein55.com

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Filed Under: Fundamental Analysis, Market Cycle Investing, Market Outlook, Stock Market Tagged: crisis stock, growth stock, momentum stock

7 Singapore Growth Stocks for 2021 Year of Bull (牛气冲天)

Posted on January 17, 2021 Written by Dr Tee (Ein55)

Global stock markets are bullish in Year of Bull 2021, even Singapore STI Index is above 3000 points again after 1 year of COVID-19 stock crisis. New US President, Joe Biden, is printing more money with QE, an easy way for stock market to surge with quicker recovery of economy. For investors who may miss the lower entry points last year, may consider long term growth stock investing or short term momentum trading strategies to ride the bullish wave of growth stocks with recovery of pandemic after global vaccination.

In this Dr Tee 2.5-hr video education (7 Growth Stocks for 2021 Year of Bull), you will learn Market Outlook 2021 for Singapore and Malaysia with 7 growth and momentum giant stocks recovering in 7 sectors during pandemic, having high upside potential:
1) Singapore Exchange (SGX: S68) – Finance Growth Stock
2) Thai Beverage (SGX: Y92) – F&B Growth Stock
3) Vicom Limited (SGX: WJP) – Transportation Growth Stock
4) Parkwaylife REIT (SGX: C2PU) – REIT Growth Stock
5) Raffles Medical Group (SGX: BSL) – Healthcare Growth Stock
6) Micro-Mechanics Holdings (SGX: 5DD) – Technology Momentum Stock
7) Cortina Holdings (SGX: C41) – Consumer Discretionary Momentum Stock

Here is Dr Tee Free 2.5-hr Video Course (suitable for bilingual learners: verbal presentation in Chinese, written notes in English, technical charts for everyone). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks.

Dr Tee Video Course: https://youtu.be/YPVBC5rDQqg

在这Dr Tee 2.5小时教育视频（2021牛气冲天的7只成长股），您可学习：
1) 新加坡交易所 (SGX: S68) – 金融成长股
2) 泰国酿酒 (SGX: Y92) – 餐饮成长股
3) 维康 (SGX: WJP) – 交通成长股
4) 百汇生命 (SGX: C2PU) – 房地产信托成长股
5) 莱佛士医疗 (SGX: BSL) – 医疗成长股
6) 微机械 (SGX: 5DD) – 科技动量股
7) 高登 (SGX: C41) – 非必需消费品动量股

这儿是 Dr Tee 免费2.5小时华语课程（适合双语学员：华语表达，英语讲义，图表皆通）。请欣赏鄙作，留言求进步。您可订阅 Dr Tee Youtube 频道(Ein Tee)，链接未来投资视频。

Dr Tee 华语视频: https://youtu.be/YPVBC5rDQqg

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Here are 7 groups of related Singapore stocks in 7 sectors but a smart investor should only focus on giant stocks.

1) Banking & Finance Sector is more cyclical in nature, following economy cycles, worst time is over, could benefit from recovery of pandemic. There are 30 Banking & Finance Stocks in Singapore including Singapore Exchange (Giant Stock):

AMTD IB OV (SGX: HKB), B&M Hldg (SGX: CJN), DBS Bank (SGX: D05), Edition (SGX: 5HG), G K Goh (SGX: G41), Global Investment (SGX: B73), Great Eastern (SGX: G07), Hong Leong Finance (SGX: S41), Hotung Investment (SGX: BLS), IFAST Corporation (SGX: AIY), IFS Capital (SGX: I49), Intraco (SGX: I06), Maxi-Cash Finance (SGX: 5UF), MoneyMax Finance (SGX: 5WJ), Net Pacific Finance (SGX: 5QY), OCBC Bank (SGX: O39), Pacific Century (SGX: P15), Prudential USD (SGX: K6S), Singapore Exchange (SGX: S68), SHS (SGX: 566), Sing Investments & Finance (SGX: S35), Singapore Reinsurance (SGX: S49), Singapura Finance (SGX: S23), TIH (SGX: T55), Uni-Asia Group (SGX: CHJ), UOB Bank (SGX: U11), UOB-KAY HIAN HOLDINGS (SGX: U10), UOI (SGX: U13), ValueMax (SGX: T6I), Vibrant Group (SGX: BIP).

2) Food & Beverages Sector is more defensive in nature, affected mainly during early stage of COVID-19 during circuit breaker, could benefit from recovery of pandemic. There are 48 F&B Stocks in Singapore including Thai Beverage (Giant Stock):

Abterra (SGX: L5I), Acma (SGX: AYV), Amara Holdings (SGX: A34), Bonvests Holdings (SGX: B28), ChasWood Resources (SGX: 5TW), China Fishery (SGX: B0Z), China Kangda Food (SGX: P74), Dairy Farm International (SGX: D01), Del Monte Pacific (SGX: D03), Delfi (SGX: P34), Dukang (SGX: BKV), Envictus (SGX: BQD), Food Empire Holdings (SGX: F03), Fraser and Neave F&N (SGX: F99), Hosen Group (SGX: 5EV), Japan Foods Holding (SGX: 5OI), Japfa (SGX: UD2), JB Foods (SGX: BEW), Jumbo Group (SGX: 42R), Katrina Group (SGX: 1A0), Khong Guan (SGX: K03), Kimly (SGX: 1D0), Koufu (SGX: VL6), Luzhou Bio-Chem (SGX: L46), Mewah International (SGX: MV4), Neo (SGX: 5UJ), No Signboard Holdings (SGX: 1G6), Old Chang Kee (SGX: 5ML), OneApex (SGX: 5SY), Pacific Andes (SGX: P11), Pavillon (SGX: 596), QAF (SGX: Q01), Sakae (SGX: 5DO), SATS (SGX: S58), Sheng Siong (SGX: OV8), Shopper360 (SGX: 1F0), Sino Grandness (SGX: T4B), Soup Restaurant (SGX: 5KI), ST Group Food (SGX: DRX), SunMoon Food (SGX: AAJ), Thai Beverage (SGX: Y92), Tung Lok Restaurants (SGX: 540), United Food (SGX: AZR), Wilmar International (SGX: F34), Yamada Green Resources (SGX: BJV), Yeo Hiap Seng (SGX: Y03), Zhongxin Fruit (SGX: 5EG).

3) Transportation Sector has been in serious crisis during COVID-19 due to social distancing, need more time than other sectors to recover from pandemic. There are 24 Transportation Stocks in Singapore including Vicom (Giant Stock):

Baker Technology (SGX: BTP), CH Offshore (SGX: C13), COSCO Shipping International Singpore (SGX: F83), Chuan Hup Holdings (SGX: C33), ComfortDelGro Corporation (SGX: C52), Ezra Holdings (SGX: 5DN), First Ship Lease Trust (SGX: D8DU), Grand Banks Yachts (SGX: G50), Jardine Cycle & Carriage (SGX: C07), Keppel Corporation (SGX: BN4), MS Holdings (SGX: 40U), MTQ Corporation (SGX: M05), Pan-United Corporation (SGX: P52), Penguin International (SGX: BTM), SBS Transit (SGX: S61), Singapore Airlines (SGX: C6L), Samudera Shipping Line (SGX: S56), Sembcorp Marine (SGX: S51), Seroja Investments (SGX: IW5), Singapore Shipping Corporation (SGX: S19), Tan Chong International (SGX: T15), VICOM Limited (SGX: WJP), Vibrant Group (SGX: BIP).

4) REIT Sector is more defensive than other sectors, rental income is not much affected by COVID-19, could benefit from recovery of pandemic. There are 52 REITs and Business Trusts Stocks in Singapore including Parkwaylife REIT (Giant Stock):

AIMS APAC Reit (SGX: O5RU), ARA Hospitality Trust USD (SGX: XZL), ARA LOGOS Logistics Trust (SGX: K2LU), Ascendas Reit (SGX: A17U), Ascendas India Trust (SGX: CY6U), Ascott Trust (SGX: HMN), Asian Pay Tv Trust (SGX: S7OU), BHG Retail Reit (SGX: BMGU), CapitaLand Commercial Trust (SGX: C61U), CapitaLand Mall Trust (SGX: C38U), CapitaLand Retail China Tr (SGX: AU8U), CDL Hospitality Trust (SGX: J85), Cromwell Reit EUR (SGX: CNNU), Cromwell Reit SGD (SGX: CSFU), Dasin Retail Trust (SGX: CEDU), Eagle Hospitality Trust USD (SGX: LIW), EC World Reit (SGX: BWCU), Elite Commercial Reit (SGX: MXNU), ESR-REIT (SGX: J91U), Far East Hospitality Trust (SGX: Q5T), First Reit (SGX: AW9U), Frasers Centrepoint Trust (SGX: J69U), Frasers Hospitality Trust (SGX: ACV), Frasers Logistics & Commercial Trust (SGX: BUOU), FSL Trust (SGX: D8DU), HPH Trust SGD (SGX: P7VU), HPH Trust USD (SGX: NS8U), IREIT Global (SGX: UD1U), Keppel Infrastructure Trust (SGX: A7RU), Keppel Pacific Oak US REIT (SGX: CMOU), Keppel DC Reit (SGX: AJBU), Keppel Reit (SGX: K71U), Lendlease Reit (SGX: JYEU), Lippo Malls Trust (SGX: D5IU), Manulife Reit (SGX: BTOU), Mapletree Commmercial Trust (SGX: N2IU), Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), Mapletree North Asia Commercial Trust (SGX: RW0U), NetLink NBN Trust (SGX: CJLU), OUE Commercial Reit (SGX: TS0U), ParkwayLife Reit (SGX: C2PU), Prime US Reit (SGX: OXMU), RHT HealthTrust (SGX: RF1U), Sabana Reit (SGX: M1GU), Sasseur Reit (SGX: CRPU), Soilbuild Business Space Reit (SGX: SV3U), SPH Reit (SGX: SK6U), Starhill Global Reit (SGX: P40U), Suntec Reit (SGX: T82U), United Hampshire US Reit (SGX: ODBU).

5) Healthcare Sector has different responses to COVID-19 (benefited or affected), both could benefit from recovery of pandemic but stock performance would vary. There are 37 Healthcare Stocks in Singapore including Raffles Medical (Giant Stock):

Accrelist Ltd (SGX: QZG), Alliance Healthcare (SGX: MIJ), Aoxin Q & M Dental (SGX: 1D4), Asia Vets Holdings (SGX: 5RE), AsiaMedic (SGX: 505), Asian Healthcare Specialists (SGX: 1J3), Beverly JCG (SGX: VFP), Biolidics (SGX: 8YY), Cordlife (SGX: P8A), First Reit (SGX: AW9U), Haw Par Corporation (SGX: H02), HC Surgical Specialists (SGX: 1B1), Healthway Medical Corporation (SGX: 5NG), Hyphens Pharma International (SGX: 1J5), IHH Healthcare (SGX: Q0F), ISEC Healthcare (SGX: 40T), IX Biopharma (SGX: 42C), Lonza Group (SGX: O6Z), Medinex (SGX: OTX), Medtecs International Corporation (SGX: 546), OUE Lippo Healthcare (SGX: 5WA), ParkwayLife Reit (SGX: C2PU), Pharmesis International (SGX: BFK), Q&M Dental Group (SGX: QC7), QT Vascular (SGX: 5I0), Raffles Medical Group (SGX: BSL), RHT Health Trust (SGX: RF1U), Riverstone Holdings (SGX: AP4), SingMedical Group (SGX: 5OT), Suntar Eco-City (SGX: BKZ), TalkMed (SGX: 5G3), Thomson Medical Group (SGX: A50), Tianjin Zhong Xin Pharmaceutical Group (SGX: T14), Top Glove Corporation (SGX: BVA), Trendlines Group (SGX: 42T), UG Healthcare Corporation (SGX: 41A), Vicplas International (SGX: 569).

6) Technology Sector has benefited from COVID-19, especially for online related stocks, future stock market responses would vary, depending on type of technology. There are 88 Technology Stocks in Singapore including Micro-Mechanics (Giant Stock):

Accrelist Limited (SGX: QZG), Acma Limited (SGX: AYV), Advanced Systems Automation (SGX: 5TY), Adventus Holdings (SGX: 5EF), AEI Corporation (SGX: AWG), AEM Holdings (SGX: AWX), Allied Technologies Limited (SGX: A13), Amplefield Limited (SGX: AOF), Asian Micro Holdings (SGX: 585), ASTI Holdings (SGX: 575), Avi Tech Electronics (SGX: BKY), Ban Leong Technologies (SGX: B26), CDW Holding (SGX: BXE), CEI Limited (SGX: AVV), CFM Holdings (SGX: 5EB), Chuan Hup Holdings (SGX: C33), CPH Limited (SGX: 539), Creative Technology (SGX: C76), Datapulse Technology (SGX: BKW), Dragon Group International (SGX: MT1), Dutech Holdings (SGX: CZ4), Duty Free International (SGX: 5SO), Ellipsiz Limited (SGX: BIX), Excelpoint Technology (SGX: BDF), Frencken Group (SGX: E28), Global Invacom Group (SGX: QS9), Global Testing Corporation (SGX: AYN), GP Industries (SGX: G20), Grand Venture Technology (SGX: JLB), HGH Holdings (SGX: 5GZ), Hu An Cable Holdings (SGX: KI3), ICP Limited (SGX: 5I4), Jadason Enterprises (SGX: J03), JEP Holdings (SGX: 1J4), Karin Technology Holdings (SGX: K29), Ley Choon Group (SGX: Q0X), Libra Group (SGX: 5TR), Manufacturing Integration Technology (SGX: M11), Maruwa Yen1k (SGX: M12), MeGroup Limited (SGX: SJY), Micro-Mechanics Holdings (SGX: 5DD), Plastoform Holdings (SGX: AYD), Polaris Limited (SGX: 5BI), Powermatic Data Systems (SGX: BCY), Renaissance United (SGX: I11), Serial System (SGX: S69), SEVAK Limited (SGX: BAI), Shinvest Holding (SGX: BJW), Sunright Limited (SGX: S71), Sunrise Shares Holdings (SGX: 581), SUTL Enterprise (SGX: BHU), Thakral Corporation (SGX: AWI), The Place Holdings (SGX: E27), Trek 2000 International (SGX: 5AB), TT International (SGX: T09), UMS Holdings (SGX: 558), Valuetronics Holdings (SGX: BN2), Venture Corporation (SGX: V03), Willas-Array Electronics Holdings (SGX: BDR), World Precision Machinery (SGX: B49), Alpha Energy Holdings (SGX: 5TS), Alset International (SGX: 40V), Artivision Technologies (SGX: 5NK), Asiatravel.com Holdings (SGX: 5AM), A-Smart Holdings (SGX: BQC), Azeus Systems Holdings (SGX: BBW), Boustead Singapore Limited (SGX: F9D), Captii (SGX: AWV), Challenger Technologies (SGX: 573), CSE Global (SGX: 544), DISA (SGX: 532), International Press Softcom (SGX: 571), ISDN Holdings (SGX: I07), Keppel DC Reit (SGX: AJBU), Koyo International (SGX: 5OC), M Development (SGX: N14), Mapletree Industrial Trust (SGX: ME8U), New Silkroutes Group (SGX: BMT), New Wave Holdings (SGX: 5FX), PEC (SGX: IX2), Plato Capital (SGX: YYN), Procurri Corporation (SGX: BVQ), Rich Capital Holdings (SGX: 5G4), Silverlake Axis (SGX: 5CP), SinoCloud Group (SGX: 5EK), Stratech Group (SGX: BRR), Synagie Corp (SGX: V2Y), YuuZoo Networks Group Corp (SGX: AFC).

7) Consumer Sector has different responses in COVID-19 crisis, Consumer Staple Sector benefited in early stage of COVID-19 while Consumer Discretionary Sector has more potential in recovery stage of pandemic. There are 40 Consumer Stocks in Singapore including Cortina (Giant Stock):

Aspial Corporation (SGX: A30), BHG Retail Reit (SGX: BMGU), Camsing Healthcare (SGX: BAC), CapitaLand Retail China Trust (SGX: AU8U), Challenger Technologies (SGX: 573), China Sports (SGX: FQ8), Choo Chiang Holdings (SGX: 42E), Cortina Holdings (SGX: C41), Dairy Farm International Holdings (SGX: D01), Duty Free International (SGX: 5SO), Epicentre Holdings (SGX: 5MQ), EuroSports Global (SGX: 5G1), FJ Benjamin Holdings (SGX: F10), Gallant Venture (SGX: 5IG), Hafary Holdings (SGX: 5VS), Hatten Land (SGX: PH0), Isetan Singapore (SGX: I15), Jardine Cycle & Carriage (SGX: C07), Jardine Strategic Holdings (SGX: J37), Koda Limited (SGX: BJZ), Koufu Group (SGX: VL6), LifeBrandz Limited (SGX: 1D3), Lorenzo International (SGX: 5IE), Mercurius Capital Investment (SGX: 5RF).

Filed Under: Macroeconomy, Market Outlook, Stock Market Tagged: covid-19, crisis stock, growth stock

6 Wee Cho Yaw Singapore Giant Stocks (光宗耀祖)

Posted on December 30, 2020 Written by Dr Tee (Ein55)

Mr Wee Cho Yaw (黄祖耀) is the Top 10 richest person in Singapore for decades. An easy way of being rich is to be a long term business partner of these proven rich people through stock investing, ideally entering during COVID-19 stock crisis with discounted prices.

In this article, you will learn from Dr Tee on 6 Wee Chow Yaw Family Giant Stocks in Singapore for longer term investing with COVID-19 recovery stock rally. Bonus for readers who could read every words of the entire article, learning unique strategy to position in each Wee family stocks. This investing strategy may be extended to any Top 10 richest person in any country.

1) UOB Bank (SGX: U11)

2) UOB Kay Hian (SGX: U10)

3) UOI (United Overseas Insurance) (SGX: U13)

4) UOL Group (SGX: U14)

5) UIC (United Industrial Corporation) (SGX: U06)

6) Haw Par Corporation (SGX: H02)

Wee Cho Yaw is the second generation of Wee Family, succeeding the bank business from his father (Wee Kheng Chiang), expanding the UOB Bank with multiple acquisitions of other banks (defeating DBS to acquire OUB Bank), becoming the third largest bank in Singapore. Wee Cho Yaw has retired (91 years old but still engaging actively in businesses), distributing the family businesses to the third generation, 3 sons: Wee Ee Chong, Wee Ee Lim, Wee Ee Chao.

Unlike Chinese saying of “wealth does not last over 3 generations” (富不过三代) or English saying of “clogs to clogs is only three generations”, Wee Family has been training family members to be management since young, not simply inheriting the wealth. As long as management is performing (regardless operated by family or external talent), giant stocks supported by strong businesses will continue to grow.

There are 30 STI index component stocks including Wee Cho Yaw Family giant stocks of UOB and UOL. Wee Cho Yaw has established an empire of businesses with 6 giant stocks over 3 key sectors in Singapore: Banking & Finance (UOB, UOB Kay Hian and UOI), Property (UOL and UIC) and Healthcare (Haw Par). Each of the 6 stocks is connected by a network of cross-shareholding structure (read past article by Dr Tee for details) with near simple majority (eg. A owns B & C, while B owns A & D, etc).

This is an efficient way to expand the businesses with limited capital in the early time but having potential risk of weaker control in overall shares ownership when there is a strong competitor. In more recent years, instead of more acquisition of new businesses, Wee Cho Yaw family has been focusing on strengthening the control of these core businesses with more shareholding (eg. buying more shares of UOL, Haw Par, etc), establishing a more stable business structure for the third and future generations.

Let’s learn from Dr Tee on how to position in these 6 Wee Cho Yaw stocks over 3 promising sectors in Singapore, especially during COVID-19 stock crisis recovery rally:

1) Singapore Banking & Finance Giant Stocks

1.1) UOB Bank (SGX: U11)

Business performance of UOB Bank is aligned with other 2 major banks in Singapore, DBS Bank and OCBC Bank. In general, global and Singapore banks are at its low tide of business with higher NPL (Non-Performing Loan) during pandemic and lower interest income due to low bank interest rates globally.

UOB Bank stock is recovering steadily from low optimism during pandemic, currently about 41% optimism, still having discount in share prices. UOB is a moderate growth stock, suitable with Buy Low & Hold long term strategy. In normal time (without MAS cap of 60% dividend payment), UOB stock investor could receive 5-6% stable dividend yield (depending on entry price), suitable for long term investing with Mr Wee Chow Yaw family (strong sponsor) core business.

Therefore, it may be smarter to be an UOB bank stock investor (sharing 5-6% dividend yield and potential capital gains) than being a client of UOB with cash deposit for long term (contributing cheap loan with less than 0.5% interest for UOB to invest or expand business).

1.2) UOB Kay Hian (SGX: U10)

Business performance of UOB Kay Hian is relatively weaker than other Wee family stocks in longer term, mainly due to stagnant and smaller Singapore stock market, resulting in less profits for stock brokerage business. However, during COVID-19 stock crisis, stock trading volume has increased for local and global stocks, therefore UOB Kay Hian is gaining momentum in both business and share price.

UOB Kay Hian stock is recovering from low optimism during pandemic, currently about 35% optimism, having higher potential in medium term share prices with more active traders who buy or sell local and global stocks. UOB Kay Hian is a cyclic stock, suitable with Buy Low & Sell High in medium term strategy, growing together in bullish stock market with pandemic recovery rally.

1.3) UOI (United Overseas Insurance) (SGX: U13)

Business performance of UOI (United Overseas Insurance) is relatively more stable in longer term (not much affected during COVID-19), mainly due to defensive nature of insurance industry (leveraging on probability of nature to make profits with calculated risks, diversifying over a large number of populations or policies).

UOI stock is corrected relatively less than other Wee family stocks during pandemic, currently near fair price of about 58% optimism, having lower potential in long term due to less discount in share prices. UOI may be considered for medium term cyclic trading with Buy Low Sell High strategy but it may not be as exciting as other Wee family stocks for short term traders.

There are 30 Banking & Finance Stocks in Singapore including UOB Bank, UOI and UOB Kay Hian (investor has to focus only on giant stocks for investing):

AMTD IB OV (SGX: HKB), B&M Hldg (SGX: CJN), DBS Bank (SGX: D05), Edition (SGX: 5HG), G K Goh (SGX: G41), Global Investment (SGX: B73), Great Eastern (SGX: G07), Hong Leong Finance (SGX: S41), Hotung Investment (SGX: BLS), IFAST Corporation (SGX: AIY), IFS Capital (SGX: I49), Intraco (SGX: I06), Maxi-Cash Finance (SGX: 5UF), MoneyMax Finance (SGX: 5WJ), Net Pacific Finance (SGX: 5QY), OCBC Bank (SGX: O39), Pacific Century (SGX: P15), Prudential USD (SGX: K6S), Singapore Exchange (SGX: S68), SHS (SGX: 566), Sing Investments & Finance (SGX: S35), Singapore Reinsurance (SGX: S49), Singapura Finance (SGX: S23), TIH (SGX: T55), Uni-Asia Group (SGX: CHJ), UOB Bank (SGX: U11), UOB-KAY HIAN HOLDINGS (SGX: U10), UOI (SGX: U13), ValueMax (SGX: T6I), Vibrant Group (SGX: BIP).

2) Singapore Property Giant Stocks

2.1) UOL Group (SGX: U14)

2.2) UIC (United Industrial Corporation) (SGX: U06)

Business performances of UOL and UIC (United Industrial Corporation) are aligned with other major Singapore property stocks (eg. CapitaLand, City Development, Hongkong Land, etc). In general, global and Singapore property prices are relatively stable during pandemic, partly due to low mortgage rate and slower response in property market (comparing to panic sell within weeks by global stock investors during early phase of pandemic in Mar 2020). However, due to circuit breaker in Singapore and global lock down globally in Q2/2020, property businesses are still affected.

With recovery of local and global economy, both UOL and UIC are expected to gain more momentum in property market. Both stocks of UOL and UIC are recovering steadily from low optimism during pandemic, currently about 35% optimism (UOL) and 7% Optimism (UIC) respectively. UIC has more discount in share prices than UOL (over 50% discount with price-to-book ratio = 0.46 for UIC).

UOL is a growth stock, more suitable with Buy Low & Hold long term strategy. UIC is a cyclic stock, more suitable with Buy Low & Sell High in medium term strategy. Both UOL and UIC could pay moderate dividend yield of nearly 2% (more than bank interest of 0.5%), suitable for positioning as midfielders for both capital gains in share prices appreciation and moderate passive income with stable dividend.

There are 140 Property Stocks in Singapore including UOL and UIC (investor has to focus only on giant stocks for investing):

3Cnergy (SGX: 502), A-Smart (SGX: BQC), AEI^ (SGX: AWG), AIMS Property (SGX: BVP), APAC Realty (SGX: CLN), Abterra (SGX: L5I), Acromec (SGX: 43F), Amara (SGX: A34), Amcorp Global (SGX: S9B), AnnAik (SGX: A52), Astaka (SGX: 42S), BBR (SGX: KJ5), BRC Asia (SGX: BEC), BlackGoldNatural (SGX: 41H), Boldtek (SGX: 5VI), Bonvests (SGX: B28), Boustead (SGX: F9D), Boustead Projects (SGX: AVM), Bukit Sembawang (SGX: B61), Bund Center (SGX: BTE), CSC (SGX: C06), CapitaLand (SGX: C31), Casa (SGX: C04), Chemical Industries (SGX: C05), China Great Land (SGX: D50), China International (SGX: BEH), China Real Estate (SGX: 5RA), China Yuanbang (SGX: BCD), Chip Eng Seng (SGX: C29), City Development (SGX: C09), DISA (SGX: 532), Debao Property (SGX: BTF), ETC Singapore (SGX: 1C0), Edition (SGX: 5HG), EnGro Corporation (SGX: S44), Fraser and Neave F&N (SGX: F99), Far East Orchard (SGX: O10), Figtree (SGX: 5F4), First Sponsor (SGX: ADN), Fragrance (SGX: F31), Frasers Property (SGX: TQ5), GYP Properties (SGX: AWS), Gallant Venture (SGX: 5IG), Golden Energy (SGX: AUE), Goodland (SGX: 5PC), GuocoLand (SGX: F17), HL Global Enterprises (SGX: AVX), Hatten Land (SGX: PH0), Heeton (SGX: 5DP), Hiap Hoe (SGX: 5JK), Hiap Seng (SGX: 510), Ho Bee Land (SGX: H13), Hock Lian Seng (SGX: J2T), Hong Fok (SGX: H30), Hong Lai Huat (SGX: CTO), Hong Leong Asia (SGX: H22), Hongkong Land USD (SGX: H78), Hor Kew (SGX: BBP), Huationg Global (SGX: 41B), Hwa Hong (SGX: H19), IPC Corp (SGX: AZA), ISOTeam (SGX: 5WF), Imperium Crown (SGX: 5HT), Jasper Investments (SGX: FQ7), KOP (SGX: 5I1), KSH (SGX: ER0), Keong Hong (SGX: 5TT), Keppel Corp (SGX: BN4), Keppel Reit (SGX: K71U), King Wan (SGX: 554), Koh Brothers (SGX: K75), Koon (SGX: 5DL), Kori (SGX: 5VC), LHN (SGX: 41O), Ley Choon (SGX: Q0X), Lian Beng (SGX: L03), Low Keng Huat (SGX: F1E), Lum Chang (SGX: L19), MMP Resources (SGX: F3V), MYP (SGX: F86), Metro (SGX: M01), OIO (SGX: KUX), OKH Global (SGX: S3N), OKP (SGX: 5CF), OneApex (SGX: 5SY), Oxley (SGX: 5UX), PSL (SGX: BLL), Pacific Century (SGX: P15), Pacific Star Development (SGX: 1C5), Pan Hong (SGX: P36), Pavillon (SGX: 596), Perennial Holdings (SGX: 40S), Pollux Properties (SGX: 5AE), PropNex (SGX: OYY), Raffles Infrastructure (SGX: LUY), Regal International (SGX: UV1), Renaissance United (SGX: I11), Rich Capital (SGX: 5G4), Roxy-Pacific (SGX: E8Z), Ryobi Kiso (SGX: BDN), SHS (SGX: 566), SLB Development (SGX: 1J0), SP Corporation (SGX: AWE), Sasseur Reit (SGX: CRPU), Second Chance (SGX: 528), Sin Heng Mach (SGX: BKA), Sinarmas Land (SGX: A26), SingHaiyi (SGX: 5H0), SingHoldings (SGX: 5IC), Singapore-eDev (SGX: 40V), Sinjia Land (SGX: 5HH), Soilbuild Construction Group (SGX: S7P), Starland (SGX: 5UA), Straits Trading (SGX: S20), Swee Hong (SGX: QF6), Sysma (SGX: 5UO), TA (SGX: PA3), TTJ (SGX: K1Q), Tai Sin Electric (SGX: 500), Thakral (SGX: AWI), Thomson Medical Group (SGX: A50), Tiong Seng (SGX: BFI), Top Global (SGX: BHO), Tosei (SGX: S2D), Transcorp (SGX: T19), Tritech (SGX: 5G9), UIC (SGX: U06), UOA (SGX: EH5), UOL (SGX: U14), USP Group (SGX: BRS), Vibrant Group (SGX: BIP), Wee Hur (SGX: E3B), Wing Tai (SGX: W05), Yanlord Land (SGX: Z25), Yeo Hiap Seng (SGX: Y03), Ying Li International (SGX: 5DM), Yoma Strategic (SGX: Z59), Yongmao (SGX: BKX), Yongnam (SGX: AXB), Yorkshine (SGX: MR8).

3) Singapore Healthcare Giant Stock

– Haw Par Corporation (SGX: H02)

Business performance of Haw Par is relatively stronger in long term than other Wee family stocks, partly due to defensive growing healthcare sector. In fact, over 70% revenue of Haw Par is from investing in other 2 Wee family stocks of UOB Bank (3% share) and UOL (8% share) due to the unique cross-holding structure of 6 Wee Cho Yaw stocks. The hidden valuable assets of Haw Par (through ownership of UOB and UOL) could already justify for the current Haw Par share prices, therefore the healthcare business (eg. tiger balm medical products) is an added bonus for Haw Par stock investors who indirectly also own UOB and UOL stocks.

Haw Par is a strong growth stock, price corrected relatively less than other Wee family stocks during pandemic, currently share price recovers to 43% optimism, near to fair value with some discounts. Potential of Haw Par share price is mainly on its steady business growth, suitable with Buy Low & Hold long term strategy with protection by parent stocks of UOB and UOL.

There are 37 Healthcare Stocks in Singapore including Haw Par (investor has to focus only on giant stocks for investing):

Accrelist Ltd (SGX: QZG), Alliance Healthcare (SGX: MIJ), Aoxin Q & M Dental (SGX: 1D4), Asia Vets Holdings (SGX: 5RE), AsiaMedic (SGX: 505), Asian Healthcare Specialists (SGX: 1J3), Beverly JCG (SGX: VFP), Biolidics (SGX: 8YY), Cordlife (SGX: P8A), First Reit (SGX: AW9U), Haw Par Corporation (SGX: H02), HC Surgical Specialists (SGX: 1B1), Healthway Medical Corporation (SGX: 5NG), Hyphens Pharma International (SGX: 1J5), IHH Healthcare (SGX: Q0F), ISEC Healthcare (SGX: 40T), IX Biopharma (SGX: 42C), Lonza Group (SGX: O6Z), Medinex (SGX: OTX), Medtecs International Corporation (SGX: 546), OUE Lippo Healthcare (SGX: 5WA), ParkwayLife Reit (SGX: C2PU), Pharmesis International (SGX: BFK), Q&M Dental Group (SGX: QC7), QT Vascular (SGX: 5I0), Raffles Medical Group (SGX: BSL), RHT Health Trust (SGX: RF1U), Riverstone Holdings (SGX: AP4), SingMedical Group (SGX: 5OT), Suntar Eco-City (SGX: BKZ), TalkMed (SGX: 5G3), Thomson Medical Group (SGX: A50), Tianjin Zhong Xin Pharmaceutical Group (SGX: T14), Top Glove Corporation (SGX: BVA), Trendlines Group (SGX: 42T), UG Healthcare Corporation (SGX: 41A), Vicplas International (SGX: 569).

Filed Under: Fundamental Analysis, Market Cycle Investing, Market Outlook, Stock Market Tagged: bank stock, Healthcare Stocks, Property Stocks, wee chow yaw

7 Stocks Recover in COVID-19 Crisis (牛市回弹)

Posted on December 21, 2020 Written by Dr Tee (Ein55)

Global stock markets are recovering steadily with availability of vaccines for COVID-19 which may end the crisis in 12 months. At the same time, new US President, Joe Biden, may print more money with QE, an easy way for stock market to surge. Smart investors would grab on this rare opportunity to Buy Low for a portfolio of giant stocks with high potential to recover.

In this Dr Tee 1.5-hr video education (7 Stocks Recover in COVID-19 Crisis), you will learn Market Outlook 2021 for Singapore and Malaysia with 7 crisis stocks recovering in 7 sectors during pandemic, having high upside potential:
1) Keppel Corp (SGX: BN4) – Oil & Gas Crisis Stock
2) SATS Limited (SGX: S58) – Airlines Crisis Stock
3) Raffles Medical Group (SGX: BSL) – Healthcare Crisis Stock
4) Capitaland Integrated Commercial Trust, CICT (SGX: C38U) – REIT Crisis Stock
5) Hongkong Land (SGX: H78) – Property Crisis Stock
6) OCBC Bank (SGX: O39) – Bank Crisis Stock
7) Cortina Holdings (SGX: C41) – Consumer Discretionary Crisis Stock

Here is Dr Tee Free 1.5-hr Video Course (suitable for bilingual learners: verbal presentation in Chinese, written notes in English, technical charts for everyone). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks.

Dr Tee Video Course: https://youtu.be/F-wWE2Bz33o

在这Dr Tee 1.5小时教育视频（牛市回弹的七只危机股），您可学习：
1) 吉宝企业 (SGX: BN4) – 油气危机股
2) 新翔 (SGX: S58) – 航空危机股
3) 莱佛士医疗 (SGX: BSL) – 医疗危机股
4) 凯德综合商用新加坡信托 (SGX: C38U) – 房地产信托危机股
5) 香港置地 (SGX: H78) – 房地产危机股
6) 华侨银行 (SGX: O39) – 银行危机股
7) 高登 (SGX: C41) – 非必需消费品危机股

这儿是 Dr Tee 免费1.5小时华语课程（适合双语学员：华语表达，英语讲义，图表皆通）。请欣赏鄙作，留言求进步。您可订阅 Dr Tee Youtube 频道(Ein Tee)，链接未来投资视频。

Dr Tee 华语视频: https://youtu.be/F-wWE2Bz33o

Filed Under: Market Cycle Investing, Stock Market, Value Investing Tagged: covid-19, crisis stock investing, video education

4 Global Bank Stocks with Vaccine after Phase 3 COVID-19 (苦尽甘来)

Posted on December 14, 2020 Written by Dr Tee (Ein55)

Vaccination is started globally and Singapore will enter Phase 3, bringing hope to end COVID-19 pandemic, as well as light at the end of tunnel for global bank stocks in crisis to recover with great discounted prices.

In this article, you will learn from Dr Tee on 4 Global Giant Bank Stocks of 4 Countries for longer term investing and / or short term trading with COVID-19 recovery stock rally. Bonus for readers who could read every words of the entire article, learning unique strategy to position in each giant bank stocks and also generalized strategy for all bank stocks.

1) Singapore Giant Bank Stock: OCBC Bank (SGX: O39)

2) Malaysia Giant Bank Stock: Public Bank (Bursa: 1295)

3) US Giant Bank Stock: Wells Fargo Bank (NYSE: WFC)

4) HK / China Giant Bank Stock: ICBC Bank (HKEX: 1398)

During COVID-19 pandemic, most bank stocks suffer in businesses mainly due to higher NPL (Non-Performing Loan) and very low interest rate. As a result, many global bank stocks prices are significantly corrected to low optimism level. However, “Buy Low” may not able to “Sell High” in future if a bank business is affected permanently.

Therefore, it is crucial to focus only on giant bank stocks for market cycle investing during COVID-19 stock crisis with Buy Low Sell High strategy. In general, most bank stocks would follow the global stock markets to recover in share prices, especially with improvement in bank businesses and stronger global economy after vaccination is implemented in most countries, allowing life back to normal as before COVID-19.

A giant stock may not need to be big in size, even a small company could be a giant stock. Let’s study 4 giant bank stocks (following Dr Tee criteria) recovering from low optimism in 4 stock exchanges interested by readers:

1) Singapore Giant Bank Stock: OCBC Bank (SGX: O39)

OCBC Bank is the second largest bank in Singapore, businesses during pandemic and share prices in short term (V-shape recovery) are generally aligned with DBS Bank and UOB Bank. These Top 3 largest Singapore banks have to set aside provisions to prepare for higher default and NPL. Singapore MAS also requires the local banks to limit the dividend distributions to 60% of last financial year. This has resulted OCBC Bank stock prices to fall by about 40% during COVID-19 pandemic.

There are 30 Banking & Finance Stocks in Singapore including OCBC Bank (investor has to focus only on giant stocks for investing):

The uniqueness of OCBC is the optimism level (34%) is relatively lower than DBS and UOB, therefore having more upside potential in medium term when COVID-19 fear is fading with global vaccination and also entering of Phase-3 COVID-19 measures in Singapore, allowing stronger growth in local economy which needs banks services. While waiting for recovery of share prices to fair value, OCBC stock investors could enjoy bonus with 3+% dividend yield (6% if there is no MAS limitation), much higher than bank interest rate less than 0.5%.

Many investors “play safe” during stock crisis by keeping the money as cash deposits in banks, providing nearly free loan for banks to expand business and multiply wealth. A smart investor would carefully select a portfolio of giant stocks (including banks) to leverage on strong business fundamental to grow in share prices.

2) Malaysia Giant Bank Stock: Public Bank (Bursa: 1295)

Public Bank is the third largest bank in Malaysia, businesses during pandemic and share prices in short term (V-shape recovery) are generally aligned with other 34 Banking & Finance Stocks in Malaysia (investor has to focus only on giant stocks for investing):

AFFIN (Bursa: 5185), ABMB (Bursa: 2488), ALLIANZ (Bursa: 1163), AMBANK (Bursa: 1015), APEX (Bursa: 5088), BIMB (Bursa: 5258), BURSA (Bursa: 1818), CIMB (Bursa: 1023), ECM (Bursa: 2143), ELKDESA (Bursa: 5228), FINTEC (Bursa: 0150), HLBANK (Bursa: 5819), HLCAP (Bursa: 5274), HLFG (Bursa: 1082), INSAS (Bursa: 3379), JOHAN (Bursa: 3441), KENANGA (Bursa: 6483), KUCHAI (Bursa: 2186), LPI (Bursa: 8621), MAA (Bursa: 1198), MAYBANK (Bursa: 1155), MBSB (Bursa: 1171), MANULFE (Bursa: 1058), MNRB (Bursa: 6459), MPHBCAP (Bursa: 5237), OSKVI (Bursa: 0053), P&O (Bursa: 6009), PBBANK (Bursa: 1295), RCECAP (Bursa: 9296), RHBBANK (Bursa: 1066), TAKAFUL (Bursa: 6139), TA (Bursa: 4898), TUNEPRO (Bursa: 5230).

Major Banks in Malaysia (Public Bank, Maybank, CIMB Bank, RHB Bank, Hong Leong Bank, etc) have suffered triple crisis over the past few years: economy slowdown during COVID-19 pandemic, low bank interest rate and also political instability. This has resulted Public Bank stock prices to fall by nearly 50% over the past few years, a very significant discount.

The uniqueness of Public Bank is relatively lower optimism level (25%) with stronger business fundamental than other Malaysia bank stocks, therefore having more upside potential in medium term when COVID-19 fear is fading with global vaccination and also less CMCO COVID-19 measures in Malaysia, allowing stronger growth in local economy which needs banks services. While waiting for recovery of share prices to fair value, Public Bank stock investors could enjoy bonus with 2% dividend yield, comparable with bank interest rate.

3) US Giant Bank Stock: Wells Fargo Bank (NYSE: WFC)

Wells Fargo Bank is the third largest bank in USA, businesses during pandemic and share prices in short term (V-shape recovery) are generally aligned with hundreds of Banking & Finance Stocks in US, including JP Morgan (NYSE: JPM), Bank of America (NYSE: BAC), Citi Group (NYSE: C), Blackrock (NYSE: BLK), etc.

Major Banks in US have suffered correction in share prices due to US lockdown in Q2/2020 pandemic and fear of COVID-19 pandemic. This has resulted Wells Fargo Bank stock prices to fall over 50% over the past few years, a very significant discount.

The uniqueness of Wells Fargo is lower optimism level (25%) than the peers but this is the result of weaker businesses in the last few quarters of pandemic. Therefore, Wells Fargo is more suitable for crisis investing, having more upside potential in medium term when COVID-19 fear is fading with global vaccination and also more QE (Quantitative Easing) in US after Joe Biden officially becomes US President on 20 Jan 2021, allowing stronger growth in local economy which needs banks services. While waiting for recovery of share prices to fair value, Wells Fargo Bank stock investors could enjoy bonus with 5+% dividend yield, much higher than the Fed ultra-low interest rate of 0-0.25%.

Since Wells Fargo Bank has relatively weaker business fundamental (despite large in business size), diversification is required for crisis investing in this marginal giant bank stock. In fact, there are other much smaller but stronger fundamental bank stocks in US with similar low optimism level as Wells Fargo Bank but much safer for investing in longer term. A smart investor may consider those state (not national) bank giant stocks, having even more upside potential but mostly are undervalue as they are less well known internationally.

4) HK / China Giant Bank Stock: ICBC Bank (HKEX: 1398)

ICBC Bank is the largest bank in China and the world, businesses during pandemic and share prices in short term (V-shape recovery) are generally aligned with other 14 major bank stocks / H-Shares in Hong Kong (investor has to focus only on giant stocks for investing):

Bank of China Hong Kong (HKEX: 2388), Hang Seng Bank (HKEX: 11), China Construction Bank (HKEX: 939), CM Bank (HKEX: 3968), Chong Hing Bank (HKEX: 1111), Bank of East Asia (HKEX: 23), Bank of Communication (HKEX: 3328), Dahsing Banking (HKEX: 2356), ICBC Bank (HKEX: 1398), Citic Bank (HKEX: 998), Bank of China (HKEX: 3988), Minsheng Bank (HKEX: 1988), HSBC Bank (HKEX: 5), Stanchart Bank (HKEX: 2888).

Major Banks in Hong Kong / China have suffered correction in share prices due to US-China trade war, China lockdown in Q1/2020 pandemic and global fear of COVID-19 pandemic. This has resulted ICBC Bank stock prices to fall nearly 50% over the past few years, a very significant discount.

The uniqueness of ICBC is recovering from lower optimism level (39%), more cyclical than the peers in medium term (every few years) with stable business businesses. Therefore, ICBC is more suitable for cyclic investing, having more upside potential in medium term when COVID-19 fear is fading with global vaccination and also less tension in US-China trade war after Joe Biden officially becomes US President on 20 Jan 2021, allowing stronger growth in local economy which needs banks services. While waiting for recovery of share prices to fair value, ICBC Bank stock investors could enjoy bonus with 6% dividend yield, much higher than current very low interest rates in Hong Kong banks.

There are other giant stocks in Hong Kong / China which are stronger and lower optimism than ICBC Bank, despite smaller in size. In fact, the largest local bank in Hong Kong is HSBC Bank but it is a poor bank stock (non-giant stock with weak fundamental). A smart investor would only consider giant bank stocks, not buying any other bank stocks at historical low prices (a common mistake for beginner investors to buy at “cheap” prices without considering the declining value in businesses), having even more upside potential with much lower risk. Risk management with a portfolio of giant stocks is key for crisis investing, so that “Buy Low” would have higher chance of “Sell High” in future.

Filed Under: Fundamental Analysis, Market Optimism, Stock Market, Technical Analysis, Value Investing Tagged: bank stock, crisis stock, cyclic investing stock

Ein55 Charity Course on Global Growth Stocks (为善最乐)

Posted on December 7, 2020 Written by Dr Tee (Ein55)

In recent Ein55 Charity Course on Global Growth Stocks, we have raised fund of $21,000 to help needy families in Singapore. Under the spirit of charity, Dr Tee decides to share 4 global growth giant stocks in 4 countries with readers (read each details in this article to fully understand on how to position in these giant stocks):
1) Singapore Growth Stock – Valuetronics Holdings (SGX: BN2)
2) Malaysia Growth Stock – Allianz Malaysia (Bursa: 1163)
3) US Growth Stock – Amazon (NASDAQ: AMZN)
4) Hong Kong / China Growth Stock – Tencent (HKEx: 0700)

Dr Tee, Ein55 Mentors & Graduates have together organized 10 charity investment courses (REITs in Nov 2015, May 2017 and May 2019, High Dividend Stocks in Mar 2016, Oct 2017 and Nov 2019, Global Growth Stocks in Apr 2018 and Nov 2020, and Discounted NAV Stocks in Sep 2016 and Nov 2018) in the past 5 years, donating net income of around $197,000 to Tzu Chi 慈济 (Singapore).

We hope to inspire more Ein55 Graduates to reach out the society, helping others who are in need. More importantly, they have also learned the secrets of making money through investment. When more Ein55 Graduates are successful financially, they could also contribute back to the society to help more people in future.

Let’s learn these 4 growth giant stocks in 4 countries, understanding the business nature, investment clock and unique strategy.

1) Singapore Growth Stock – Valuetronics Holdings (SGX: BN2)
Valuetronics is an integrated electronics manufacturing services (EMS) provider, offering a competitive and broad combination of Design, Engineering, and Manufacturing services. It has 2 main business segments: Industrial & Commercial Electronics and Consumer Electronics.

Business of Valuetronics has been affected by both COVID-19 pandemic and US-China trade war. It is recovering steadily from lower optimism level in COVID-19 stock crisis. Valuetronics is also a good dividend stock which has paid over 5% dividend yield over the past 10 years of history. Bullish semiconductor / 5G sector could provide additional support to Valuetronics business. Biden as new US president likely would not make US-China trade war worse than the current condition.

Cyclic investing strategy (Buy Low Sell High) may be considered but stable regional political economy is crucial for Valuetronics. Defensive (nearly no debt) and dividend growth strategies could be integrated.

2) Malaysia Growth Stock – Allianz Malaysia (Bursa: 1163)
Allianz Malaysia is a diversified insurance company that provides life and general insurance in Malaysia for automotive, home, and personal insurance. Insurance company by default is protected by probability of nature through adjustment in premiums with reference to statistics (eg. past accidents). Allianz Malaysia is an insurance giant stock with strong business fundamental, besides capital gains, it could generate stable dividend of over 3% yield yearly (based on current share prices).

Allianz Malaysia is near fair value of mid optimism level for long term and medium term. It may be considered as Mid-fielder stock to balance between capital gains and passive incomes. Buy at or below fair price and hold for longer term is a valid stock investing strategy.

3) US Growth Stock – Amazon (NASDAQ: AMZN)
Amazon.com engages in the provision of online retail shopping services. It operates through the following business segments: North America, International, and Amazon Web Services (AWS). Amazon surpasses competitor, Microsoft (NASDAQ: MSFT), becoming world largest company by market cap.

Amazon has strong growth in business, highly cash generative, supporting its long term and medium share prices at higher optimism level which is more suitable to apply trend-following strategy for stock trading. During COVID-19 pandemic, many technology giant stocks including Amazon have experienced significant capital gains, mainly due to rising internet businesses. However, when fear of pandemic is fading with availability of effective vaccine, these technology stocks could suffer price correction or slower growth in share prices.

Since NASDAQ is at very high optimism level, moderation is required when positioning in technology stocks as there is potential dotcom bubble version 2.0 (after version 1.0 in Year 2000). Best time to invest in technology giant stocks is usually during global financial crisis. Current stock market is more suitable for short term to medium term trading for technology stocks.

4) Hong Kong / China Growth Stock – Tencent (HKEx: 0700)
Tencent is an internet / technology stock with diversified business segments: Value-Added Services, FinTech and Business Services, Online Advertising, etc. Popular Apps are Weixin, WeChat, QQ, etc. Tencent also invests in other giant stocks, eg. Meituan Dianping (HKEx: 3690), JD.COM (NASDAQ: JD), Tesla (NASDAQ: TSLA) and many others.

In long term perspective, Tencent is still at moderate low optimism but more suitable for longer term investor with strong holding power, supported by strong business fundamentals (yearly monitoring is required to ensure it is still a giant stock following Dr Tee criteria). In medium term, Tencent has reached a higher optimism level, currently under correction (together with technology sector) due to recovery of COVID-19 pandemic, trend-following is required for trading.

Filed Under: Fundamental Analysis, Market Outlook, Stock Market Tagged: Charity Course, growth stock

Dr Tee Free 3hr Video Course: Defensive High Growth Singapore Giant Stocks (防御型高成长的新加坡强巨股)

Posted on November 29, 2020 Written by Dr Tee (Ein55)

In this Dr Tee 3-hr video education (Defensive High Growth Singapore Giant Stocks), you will learn:
1) COVID-19 Stock Crisis Recovery Rally with Sector Rotations
2) Singapore and Malaysia Stock Market Outlook 2021
3) Defensive Singapore Giant Stocks
4) Dividend Singapore Giant Stocks / REITs
5) High Growth Singapore Giant Stocks
6) Short Term Trading and Long Term Investing Strategies during Pandemic
7) Many Case Studies with Q&A of Audience

Here is Dr Tee Free 3-hr Video Course (suitable for bilingual learners: verbal presentation in Chinese, written notes in English, technical charts for everyone). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks.

Dr Tee Video Course: https://youtu.be/KkV9MvZypCA

在这Dr Tee 三小时教育视频（防御型高成长的新加坡强巨股），您可学习：
1） COVID-19 股灾的牛市反弹良机。
2）新加坡与马来西亚2021股市展望。
3）新加坡成长股。
4）新加坡高息股、房地产信托股。
5）新加坡成长股。
6）短期交易与长期投资策略。
7）现场观众个股分析与问答环节。

这儿是 Dr Tee 免费三小时华语课程（适合双语学员：华语表达，英语讲义，图表皆通）。请欣赏鄙作，留言求进步。您可订阅 Dr Tee Youtube 频道(Ein Tee)，链接未来投资视频。

Dr Tee 华语视频: https://youtu.be/KkV9MvZypCA

Filed Under: Fundamental Analysis, Market Cycle Investing, Market Outlook, Stock Market Tagged: defensive stock, growth stock, High Dividend Stocks, Singapore REITs, video education

Boat of Opportunity Coming for COVID-19 Stock Rally

Posted on November 25, 2020 Written by Dr Tee (Ein55)

COVID-19 vaccine likely will get FDA approval soon, then will be injected ASAP to millions of people globally by end of Dec 2020, before extending to billions of people in the next 6-12 months to end the pandemic permanently. In fact, even 2/3 people are protected, enough to terminate COVID-19 virus naturally as spreading path will be limited when over 60% people have immunity.

Stock market is forward looking, economy is the “master” who walk the “dog” which is stock market taking the lead. For conventional investor who waits for confirmation of economy recovery may miss the early boat of COVID-19 stock crisis recovery rally

There are 2 main investing and trading strategies during any major stock crisis (including COVID-19 pandemic):

1) Average Down (Bear Market)

This is mainly suitable for cyclic / dividend / undervalue stocks which share prices are declining into lower optimism. Dividend yield of 2% – 10% would help to strengthen holding power of investor during “winter time” of stock crisis. Now it is the time for this group of contrarian investors to benefit in coming summer of bullish stock market with tremendous capital gains.

2) Average Up (Bull Market)

This is mainly suitable for growth / momentum stocks with uptrend prices, eg technology / software and COVID-19 beneficiary stocks (eg healthcare, glove, etc). This strategy is sensitive to price trend (especially momentum trading), therefore recently there is sector rotation with changing of momentum to COVID-19 affected stocks (those average down stocks now become potential average up stocks).

It is fine if stock investors have missed the past 8 months of stock “crisis” to buy low (i.e. average down). Now the investors should not miss the change of “average up” but careful choice of growth / momentum stocks in the right sector is crucial for success as share price is getting higher (but still moderate low optimism).

The old saying of “Crisis is Opportunity” is correct for the past decades of market cycle every 5-10+ years, again proven correct for COVID-19 stock crisis. However, this is conditional the investment has to be a giant stock. If not, “Buy Low” may “Get Lower” or even going bankrupt.

=====================================================

Congratulations to success of Ein55 graduates who dare to overcome own biggest enemy (oneself) to take action, “Be Greedy when others are fearful”. I have received many positive students feedback, here are a few examples:

– over 40% DBS gains + over 20% OCBC gains when investing since Mar 2020

– over 50% gains in Nov 2020 for an US giant bank stock (cyclic)

– over 40% gains in an online HR technology stock (growth)

– over 25% gains in Nov 2020 for 2 oil & gas giant stocks (cyclic + dividend)

– and many other global giant stocks (there are total over 1500 giant stocks following Dr Tee giant stock criteria).

It is never too late to learn stock investment. You have not missed the investment opportunity yet (despite recent stock rally) as there are at least 10 different strategies in stock investing and trading, some adjustments are required for the current global stock market, different from the past 8 months of pandemic. It is important to master the skills quickly within the next 6 months, in order not to miss the last few boats of opportunities for COVID-19 stock crisis (should be called “rally” now).

Once day, the rally would become crisis again, therefore an investor has to master such investment clock for Stocks, Properties, Forex (including bitcoin), Commodities and Bonds.

Filed Under: Macroeconomy, Market Cycle Investing, Stock Market Tagged: covid-19, crisis stock investing, cyclic investing stock, stock rally

Change Horse with Sector Rotation (乾坤大挪移)

Posted on November 18, 2020 Written by Dr Tee (Ein55)

Since wind direction is changing in global stock market with sector rotation, readers may consider to “change horse” for some stocks from past momentum stocks which are losing steam (eg. Technology / Software / Glove / Healthcare benefiting from pandemic, etc) to cyclic giant stocks (eg. Bank, Casino, Hotel, Oil & Gas, Healthcare affected by pandemic, etc) which are recovering from lower optimism.

After recent US election with potential new world order (US vs world/China) by President-Elect, Joe Biden, supported by positive COVID-19 news (2 vaccines are proven to have effectiveness over 90%), global stock markets become more “greedy” and rally includes most stocks, especially for many pandemic affected sectors. It means the stock market is in transition from K-Shape recovery (uptrend vs downtrend for 2 main groups) to overall U-Shape recovery.

Growth or momentum stocks are usually suitable to average up with support of bullish economy, strong business fundamental and uptrend prices. However, when there is competition of fund, money would find its way to look for potential opportunity of quicker and higher return. Power of growth investing is with the holding power to compound the return for higher capital gains. “Buy High Sell Higher” is sustainable only if the business is growing with faster pace, supported by strong economic moat.

Cyclic stocks are usually suitable for average down with condition they are giant stocks which are temporarily affected by sector, country or global financial crisis. During low optimism period, these giant stocks could continue to pay dividend (some even with dividend yield of 5-10%, much better than bank interest rates of less than 0.5%) as bonus, when the uptrend cycle is triggered expectedly in future (with uncertain date, depending on pace of sector recovery and market wind direction of greed and fear), those who could take calculated risks could enjoy the enormous capital gains. “Buy Low Sell High” is only meaningful if supported by value investing.

Stock investors or traders may consider to rebalance stock portfolio with “Change Horse” among the sectors, diversifying over 10-20 global giant stocks with average-up or average-down strategies, aligning with own unique personalities (eg. short term trading or long term investing).

COVID19 stock crisis recovery rally may be sustainable only if there are more support by Biden after officially become US president on 20 Jan 2021. Political fight between Senate (controlled by Republican currently) and Democrat (US president & the House) may continue for 2 more years unless the last 2 Senate seats in state of Georgia (re-election in Jan 2021) could be won by Democrat, only then major decision (Eg. QE) could be passed easily.

Biden is likely more gentle in global trade policies as past Democrat presidents (eg. aiming win-win or balanced approach, not win-lose or extreme approach as Trump). This would be helpful for global stock markets (alliance and opponent of US would be more relieved). However, since Trump as set a “high standard” against China, Biden could not be too gentle in the beginning as Trump may continue to gather momentum to come back again 4 years later to run for US president again.

Filed Under: Market Cycle Investing, Stock Market Tagged: covid-19, market outlook, stock strategies

Last Few Trains for COVID-19 Stock Crisis Recovery Rally

Posted on November 17, 2020 Written by Dr Tee (Ein55)

Global stock markets see strong light at the end of tunnel recently with confirmation of Biden as new US president and news COVID-19 vaccine over 90% effectiveness. During early phase of pandemic, Dr Tee students learned to apply defensive dividend stock strategies to consider Asian giant stocks at low optimism (average down strategy), balancing with growth investing / momentum trading (average up strategy) in bullish US giant stocks.

The stock market this time is different from last 8 months of V-shape recovery limited to a few sectors (eg. Technology / Software, Healthcare / Glove, etc). There are sectors rotation, focusing more on cyclical stocks (eg. banks and oil & gas) and COVID-19 affected stocks are recovering quickly, resulting in global surge in share prices, over 10-40% over the past few weeks.

Even for lagging Singapore stock market, 30 STI component blue chip stocks have started to surge together with the world stock market:

Ascendas Reit (SGX: A17U), CapitaLand (SGX: C31), CapitaLand Integrated Commercial Trust (SGX: C38U), City Development (SGX: C09), ComfortDelGro (SGX: C52), Dairy Farm International (SGX: D01), DBS Bank (SGX: D05), Genting Singapore (SGX: G13), Hongkong Land (SGX: H78), Jardine Cycle & Carriage (SGX: C07), Jardine Matheson Holdings JMH (SGX: J36), Jardine Strategic Holdings JSH (SGX: J37), Keppel Corp (SGX: BN4), Keppel DC Reit (SGX: AJBU), Mapletree Commercial Trust (SGX: N2IU), Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), OCBC Bank (SGX: O39), SATS (SGX: S58), Sembcorp Industries (SGX: U96), Singapore Airlines (SGX: C6L), Singapore Exchange (SGX: S68), Singtel (SGX: Z74), ST Engineering (SGX: S63), Thai Beverage (SGX: Y92), UOB Bank (SGX: U11), UOL (SGX: U14), Venture Corporation (SGX: V03), Wilmar International (SGX: F34), YZJ Shipbldg SGD (SGX: BS6).

If Biden could get support from Congress after 20 Jan 2021 to print more money with QE (Quantitative Easing), the potential stock market upside is enormous, especially when more proven vaccines are manufactured and injected globally, allowing more people to interact again, as if a reborn of world economy which would drive the stock market further up.

Stock market is forward looking, will not wait for the economy to be strong first. Since the vaccine development and implementation is considered nearly known unknown, global stock market is getting stronger with more confirmation news.

Crisis is opportunity (eg. 1997 Asian Financial Crisis, 2003 SARS / Gulf War, 2008-2009 Subprime crisis, including COVID-19 pandemic in 2020-2021), it is never too late to consider stock investing and trading now but one has to master what to buy with global giant stocks, following by the unique investment clock of when to buy and sell.

Congratulations to graduation of 6-day Ein55 class in Nov 2020, together with recent graduates in July – Oct 2020 classes, catching the last few trains for global stock market recovery rally. During pandemic, they took the courage to learn in 6-day Ein55 class (www.ein55.com/course) with both Meet-up / Live Zoom options, including Singapore and overseas students (Malaysia, Hong Kong, Australia, New Zealand, Qatar, etc).

Zoom will be started 30 min before event, bonus talk (Q&A on any investment topics from readers) for early birds. There are many topics we will cover in this 4hr webinar, Dr Tee can have more time for Q&A if you could stay later after the webinar.

Dr Tee will cover over 20 case studies, Singapore giant stocks, eg. CapitaLand Mall Trust (SGX: C38U), Singapore Exchange (SGX: S68), Keppel Corp (SGX: BN4), Top Glove (SGX: BVA), Jardine Matheson Holdings JMH (SGX: J36), Vicom (SGX: WJP) and many others, Malaysia giant stocks, Hong Kong giant stocks and US giant stocks, both long term investing and short term trading.

There are limited tickets left for this 4hr free webinar, please ensure 100% you could join when register: www.ein55.com

Filed Under: Macroeconomy, Market Cycle Investing, Stock Market Tagged: covid-19, market outlook, stock market crisis

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