Tanakaken
Tanakaken
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avatarTanakaken
2023-01-18
Whilst interest differentials may have been a factor in the USD strength in 2022, the expected lower usage of USD in international trade, esp in the oil and energy sector will have more impact on global demand and therefore it's relative strength vis a vis other major currencies. So even if the Feds tightening policies plateau and remain at around 5% in most of 2023, the USD may still weaken.
@Tiger_chat:Strong Dollar Ends? Consider USD Bear ETF--$UDN to Arbitrage
avatarTanakaken
2024-06-17
Tiger will develope an AI driven active investment platform which enables its customers to delegate customized total management of their portfolio in a dynamic investment environment to a robot investment manager.
avatarTanakaken
2021-08-26
Cathie will be right till the tail wind from CBs excesses stops buoying her fund up.
The 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why
avatarTanakaken
2025-08-17
I just bought ST Eng, SGX and Raffles Medical. What should I buy next for a 6- 12 mth hold
avatarTanakaken
2022-02-26
A classic case of previously overconfident shortists panicking?
Stock Market Stages Epic Turnaround after Russia Invaded Ukraine. Here Are 3 Reasons for the Rebound
avatarTanakaken
2025-06-06
$Tesla Motors(TSLA)$  Tesla has been rated as a tech stock although tbh it is really another vehicle manufacturer like eg Toyota. It now has serious competitors from China like BYD which is equally innovative and has embedded successfully, technology into its products. Tesla's valuation should therefore be more comparable. Re Trump vs Musk, both are supreme egoists. But Must has more brains. And is not a serial liar
avatarTanakaken
2025-08-15
It is difficult for Spore banks to expand geographically as most countries expect reciprocity. But bank biz in Spore is limited by economic size and demographics So Spore will not be that attractive to foreign banks albeit it is a regional financial centre. In any case, most international banks already have a presence here. Loans are a core biz of the 3 Spore banks but net interest margins are compressing. Whilst some growth may be possible in other sectors like wealth mgt, they are not likely to completely offset the lower revenues from interest earnings. Thus growth looks muted and there is no gttee that current dividend yields can be sustained. SEA in contrast has more growth potential, both geographicaly and in the fin tech area.
avatarTanakaken
2025-07-15

Then the moot question is whether the valuation basis for it's unlisted securities is reasonable and fair. Is it?

Find out more here:Then the moot question is whether the valuation basis for it's unlisted securities is reasonable and fair. Is it? Temasek's valuation approach for its 49% unlisted portfolio demonstrates prudent methodology with industry-standard practices , though inherent challenges in illiquid asset pricing warrant ongoing scrutiny. Here's the structural analysis:
Then the moot question is whether the valuation basis for it's unlisted securities is reasonable and fair. Is it?
avatarTanakaken
2025-05-19
Some analysts are recommending a buy anticipating sale of SingPost Centre and possible new mgt initiatives but at last AGM, shareholders were not informed of any plans. Indeed the sale of their Australian subsidiary purely for short term shoring up of the P/L is a strategic miscalculation  The subsidiaryhad some synergy with it's key biz and should have been retained. Previous mgt did little to harness the potential for allied logistics biz when Alibaba bought a substantial stake in SingPost. In the end Alibaba reduced it's stake.   
avatarTanakaken
2024-09-18
RMC has been struggling in China, partly because of the slowdown in the economy, but due to inability to overcome markets scepticism over a new foreign hospital' s professional credentials. Hopefully, the recruitment of a new Greater China biz development head with solid prior experience in this sector in China ( ex Ping An Health) will remedy this!
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