Thursday, November 25, 2021

China stocks traded in US and HK

 I compare the China stocks traded in US and in HK.

7 stocks trade at a discount in US, 2 at a premium.

My view of Apollo Go robotaxi platform

 I share my observation of the Apollo Go robotaxi platform that is developed by Baidu.

I like the approach taken by Baidu. I expect Apollo Go to succeed in China and to move to other cities around the world.

I have invested in Baidu stock at the current price, which is undervalued.

Wisdom of the Crowd - New Issues

1. Should SG stop the testing of asymptomatic people through contact tracing?
2. Should we use ART tests, instead of PCR tests, for travelers across borders?

Vote in

Breakdown in DBS banking system

 Someone said.

DBS / POSB outage not one but two days in a row, surely cannot be just plain vanilla "technical / software issues".

Review of Senseonics - 25 Nov 2021

 Here is my review of Senseonics (SENS).

WOTC - High covid deaths

 Wisdom of the Crowd: 70% of the respondents are worried about the high covid deaths in recent weeks.

Review of Nano Dimension (NNDM) 25 Nov 2021

 Here is my review of Nano Dimension NNDM, which jumped by 10.87% last night.

Script for a movie

 This video explains how China uses advanced technology to hunt and disable the US nuclear submarine in the South China Sea.

Wednesday, November 24, 2021

WOTC - LHL should disclose the charities

 Wisdom of the Crowd: 73% of the respondents said that Lee HL should disclose the names of the charities that are receiving the damages that are paid to him.

Rely on temperature scanning for first level detection of covid

I suggest that we should rely on temperature scanning for first level detection of covid.

This should apply to vaccinated travelers who cross the border. It should also be used for entry to malls, schools, bus interchange and MRT stations.

China internet stocks

 I give my analysis of the internet stocks in China in this article.

Tuesday, November 23, 2021

Who did he vote for?

When a person brings up an issue, I often get someone passing the remark - Ask him who he vote for in the election.

This remark is irrelevant.

Frankly, I think it is stupid.

Ascott Residential Trust - perpetual bond

 My stockbroker sent me a chart showing the corporate bonds that are available.

I saw that two bonds from Ascott Residential Trust showed vastly different yields to maturity.

I spoke to the bond desk for clarification.

I found that the bond may be attractive.

Wisdom of the Crowd - New Issues

1. Which is more important about democracy

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WOTC - China and democracy

 Wisdom of the Crowd: 57% of the respondents said that China is a democratic country as it allows free elections.

High covid deaths during the endemic phase

I told a doctor that I was surprised with the high covid deaths during the endemic phase.

I expected a daily average of two deaths, but it appears to be above ten.

He told me that he was not surprised.

Look after the interest of citizens

 Does the government look after the interest of citizens in reopening the border?

Here are my views.

Monday, November 22, 2021

Review of China Petroleum

 I have a large investment in China Petroleum (Sinopec). Here is my review of this stock.

Wisdom of the Crowd - New Issues

1. Is China behaving aggressively towards its neighbors?
2. Should the unvaccinated be required to pay for their hospital treatment expenses?

Vote in

WOTC - Covid restrictions

 Wisdom of the Crowd: 54% of the respondents said that we should continue the covid restrictions due to the high hospital admission and covid deaths.

Border control using PCR testing is not useful and not necessary


I held the view, for over a year, that border control using PCR testing is not useful and not necessary.

I explain my reason.

Sunday, November 21, 2021

German friend view about SG handling of pandemic

 My German friend, who lived in Singapore for a few years, and has now returned to Europe thinks that SG has handled the pandemic well. OYK will be happy to read it.

Review of Top Glove (BVA.SI)

 I bought 80,000 shares of Top Glove at $0.96 for a total investment of $76,800 SGD. The stock price has dropped to $0.76 giving me a loss of 20% or $15,300.

The stock price went to a high of $3.00 in Feb 2021. It has since dropped 75% from the peak.

Someone asked me - will the stock price continue to drop?

I give my view here:

WOTC - Unvaccinated public officers

 Wisdom of the Crowd: 54% of the respondents disagreed with the ruling that unvaccinated public officers will be placed on no pay leave.

Gloves and PPE stocks

 Dear Mr. Tan

Ask your opinion. I have invested in several gloves/PPE stocks. They are performing poorly. Should I discard these stocks and invest the money in Electric Car and Semiconductors stocks which is currently doing very well.

Impractical covid restrictions

 I wonder why the people in charge write these crazy rules that are troublesome and costly to administer, and they do not serve any practical purpose.

WOTC - $4,000 bonus to health care workers

 Wisdom of the Crowd: 76% of the respondents agree with the decision of MOH to give $4,000 bonus to the health care workers.

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