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Thanx G' uvnor
governor ( Date: 13-May-2024 09:03) Posted:
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Wolf Money(world market review 6-12 May 2024)
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneyworld-market-review-6-12-may.htmlWolf Money(My views on Great Eastern offer)
Great Eastern Holdings(extract from end May portfolio update)
First of all before I go further, the views I shared are my alone. It doesn&rsquo t reflect anybody views and it is also not to undermine the good work of the independent financial advisors which are been task to assess the fairness of this voluntary unconditional general offer by OCBC. Kindly do take my commentary with a pinch of salt given my vested interest in GEH. My view shouldn&rsquo t be taken as cardinal truth on what you should do with your GEH shares. Kindly do your own due diligence and seek professional advice.
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneymy-views-on-great-eastern.html
Wolf Money(OCBC offer for Great Eastern Holdings Statement by SIAS and Minority Leader, Chin Woo)
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneyocbc-offer-for-great-eastern.html
Good offer price indeed but then would minority shareholders accept the offer in view of the book value recorded as of 31 Dec 2023? Let' s see :)
It's a great offer for those who bought recently. But some who bought much earlier may just be resigned to accept the price.
governor ( Date: 10-May-2024 08:35) Posted:
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Wolf Money(Privatisation offer for Great Eastern Holdings)
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneyprivatisation-offer-for-great.html?m=1
Its tough to be in retail.
Long hours
Boredom at times.
Standing around.
Better to be in finance
Here on Share Junction
Long hours
Boredom at times.
Standing around.
Better to be in finance
Here on Share Junction
governor ( Date: 09-May-2024 08:42) Posted:
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Wolf Money(Man vs Machine)
Man vs Machine
Manpower shortage in Singapore is quite acute. Almost all industries, especially in sectors like retail, f& b, security, cleaning and transportation, are facing shortages of manpower. I have a few friends running businesses in various sectors that are known to have high staff turnover. One was lamenting about the difficulties of finding new workers and retaining old staff in the retail industry. He disclosed a junior staff could earn close to 3.5k-4k with commission. I am taken aback by the revelation, given his retail shop serves an upmarket segment where walk in customers were fewer as compare to a normal retail setting. The job is not a difficult one, answering a few inquiries and doing some data entries. There are stories of him having gone through the full spectrum of training with new hires, only for the new staffs to call it quit within a week. I can empathise with his frustrations.
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneyman-vs-machine.html
-Sg Manufacturing PMI at 50.5 in Apr, down from 50.7 in Mar, electronic PMI, account for 1/3 at 50.9 in Apr vs 50.8 in Mar (Small expansion > 50)
-Sg jobless rose by 2.1% in Q1, total employment grew by 4900 vs 7500 in Q4 qtr (slowing job growth)
+ Sg retail sales up 2.7% in Mar at S$4.2bn, online sales accounted for 11.7% (healthy retail sales growth)
+ Sg hotels&rsquo average room rate grew sequentially in March int' l visitor arrivals climbed to a new post-pandemic high: STB data (tourism rising)
+ Sg top recipient of Q1 cross-border investments in Apa at 45.6%c: Knight Frank
Things are looking good in SG.
We are truly blessed by Divine Providence.
Give thanx!
governor ( Date: 06-May-2024 07:43) Posted:
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Wolf Money(world market review 29 April-5 May 2024)
https://lonewolfinvestor.blogspot.com/2024/05/wolf-money29-april-5-may-2024.html
Wolf Money(portfolio update for end April 2024)part 2
On the local front, SGX has put in a consultation paper to make submission of resolutions easier during the annual general meeting. Listed companies and board of directors need to facilitate the process, to make it a less costly and lengthy affair. There is increasing minority activism happening in local listed companies. SGX is proposing changes to the listing rule to allow resolutions to be tabled and voted on more easily, avoiding posturing, over legalistic and gatekeeping practices. Continue in the link.
https://lonewolfinvestor.blogspot.com/2024/05/wolf-moneyportfolio-update-for-end.html
#greateastern #sgx #ocbc
Good reporting good stuff.
Well done ge
Well done ge
governor ( Date: 29-Apr-2024 08:13) Posted:
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Wolf Money(Great Eastern Holdings Q1 2024 result)
https://lonewolfinvestor.blogspot.com/2024/04/wolf-moneygreat-eastern-holdings-q1.html?m=1
Sg industrial production contracted 9.2% YoY in Mar double-digit declines in electronic and biomedical clusters: EDB
+ Sg headline inflation at 2.7% in Mar YoY, vs 3.4% in Feb, core inflation at 3.1% vs 3.6% in Feb
-Sg must prepare for slower growth at higher costs: MAS
+ Sg 1 in 3 SMEs expect AI to replace or take over jobs: survey
+ Sg private home prices up 1.4% in Q1, rents down by 1.9%: URA
+ HDB resale prices rose 1.8% in Q1 vs 1.1% in previous qtr
-Sg industrial rents rose 1.7% in Q1, occupancy rates dipped and prices fell for the first time in 3 yrs
Based on lone wolf
+ Sg headline inflation at 2.7% in Mar YoY, vs 3.4% in Feb, core inflation at 3.1% vs 3.6% in Feb
-Sg must prepare for slower growth at higher costs: MAS
+ Sg 1 in 3 SMEs expect AI to replace or take over jobs: survey
+ Sg private home prices up 1.4% in Q1, rents down by 1.9%: URA
+ HDB resale prices rose 1.8% in Q1 vs 1.1% in previous qtr
-Sg industrial rents rose 1.7% in Q1, occupancy rates dipped and prices fell for the first time in 3 yrs
Based on lone wolf
Wolf Money(world market review 22-28 April 2024)
https://lonewolfinvestor.blogspot.com/2024/04/wolf-moneyworld-market-review-22-28.html
Rates. It's been a bit of a rude awakening. Over the past two weeks, indices, particularly in the US, have begun to consolidate some of the gains made since October 2023. The main reasons are well known: persistent inflation is blurring visibility on the first rate cuts. At some point, of course, the indexes got caught up. And recent data doesn't help matters. First-quarter inflation came in well above expectations at +3.7% vs. 3.4%, while GDP growth was limited to +1.6% vs. a forecast of 2.5%. It's only a short step from there to rekindling fears of stagflation. The seasonally-adjusted PCE Core index for March was even more so: it came in at +2.7%, compared with +2.6% expected and 2.50% in February. Not enough to cheer investors up. Even so, bond yields fell back slightly after the statistic, having reached 4.73%. However, it will take more than this to reverse the trend, which remains well oriented in the short term above 4.43%.
Wolf Money(Singapore Savings Bonds for May 2024 result)
https://lonewolfinvestor.blogspot.com/2024/04/wolf-moneysingapore-savings-bonds-for.html
If any of you find this useful to do as proposed, vote my post below useful.
Else vote not helpful to me.
I' ll collate results which will tell me if that is a welcome thing to do.
Thank you all for your opinion!
Else vote not helpful to me.
I' ll collate results which will tell me if that is a welcome thing to do.
Thank you all for your opinion!
MrBear12 ( Date: 26-Apr-2024 22:34) Posted:
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I can do two things to add value to lone wolf investor.
Lone bear can write about over-priced stocks due for selling, and quite hopeless penny stocks for shorting.
Lone bear can write about over-priced stocks due for selling, and quite hopeless penny stocks for shorting.
governor ( Date: 26-Apr-2024 22:08) Posted:
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