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This morning, woke up to fluffy cotton candy clouds.
What a fantastic feeling and I do hope our valuebuddies had a good memory too.
![[Image: uc?id=1TvpmgAobki_PNd6JwOEHZJKJZ59bI_d_]](https://drive.google.com/uc?id=1TvpmgAobki_PNd6JwOEHZJKJZ59bI_d_)
https://mothership.sg/2021/01/altocumulu...re-jan-24/
Based on wiki, we should expects a big storm but the after fact is only a light rain today.
So, not only the stock market is un-predictable, Singapore weather is equally un-predictable too.
Moving forward, there will be more result announcements, and those with good result (rev, GP, NP, cash and dividend growth) will be heavily sought after.
Exactly opposite, those company/business that could not make it will be under a lot of pressure.
Having says that, we also spotted a few Tao Kay who took advantage of temporary dip to do SOA. It's clear that these Tao Kay had the upper hand and OPMI is at their mercy (offer price).
I'm quite adverse to these type of management takeover. After I experience a few takeover event (especially Adampak), I am very sad that such a fantastic company gotten taken private. Unfortunately, that's what happened and moving forward, with the pro-longed C19, we should be expecting more privatisation to happen.
Digressed. Moving forward, there are a lots of factors which we do not have control. We will leave it to who ever to make it right.
What we should focus is to identify a great company that has a (visible or invisible) moat. Hopefully?
Enjoy - the Hidden side of MBS infinity pool with Witty Naomi:
Stay home and stay healthy, everyone.
What a fantastic feeling and I do hope our valuebuddies had a good memory too.
https://mothership.sg/2021/01/altocumulu...re-jan-24/
Based on wiki, we should expects a big storm but the after fact is only a light rain today.
So, not only the stock market is un-predictable, Singapore weather is equally un-predictable too.
Moving forward, there will be more result announcements, and those with good result (rev, GP, NP, cash and dividend growth) will be heavily sought after.
Exactly opposite, those company/business that could not make it will be under a lot of pressure.
Having says that, we also spotted a few Tao Kay who took advantage of temporary dip to do SOA. It's clear that these Tao Kay had the upper hand and OPMI is at their mercy (offer price).
I'm quite adverse to these type of management takeover. After I experience a few takeover event (especially Adampak), I am very sad that such a fantastic company gotten taken private. Unfortunately, that's what happened and moving forward, with the pro-longed C19, we should be expecting more privatisation to happen.
Digressed. Moving forward, there are a lots of factors which we do not have control. We will leave it to who ever to make it right.
What we should focus is to identify a great company that has a (visible or invisible) moat. Hopefully?
Enjoy - the Hidden side of MBS infinity pool with Witty Naomi:
Stay home and stay healthy, everyone.