Sunday, December 05, 2021

WOTC - Testing of asymptomatic people

 Wisdom of the Crowd: 56% of the respondents said that we should continue to test asymptomatic people to stop the spread of the virus

Saturday, December 04, 2021

What is more important for a democracy?

 Wisdom of the Crowd: 63% of the respondents said that it is more important to have a system that can produce a good government that takes care of the people, rather than the ability for the people to change the government.

Self driving buses by Baidu

 I share in this post the Baidu system of self driving buses. I am impressed with their approach.

Singapore tried to operate self driving buses several years ago. I did not hear any update on that project. It was probably abandoned.

Do you agree with Baidu's approach?

Wisdom of the Crowd - New Issues


1. Has the Worker's Party handled the Raeesah Khan's affair correctly?
2. Should covid vaccination be made compulsory by law?

Vote in
https://tklcloud.com/Crowd2/vote.aspx

Covid vaccination should be compulsory by law

 I wish to present the case that covid vaccination should be made compulsory, but with two safeguards.

Do you agree?

Thursday, December 02, 2021

Wisdom of the Crowd - New Issues


1. Should the remaining MPs in Sengkang resign to call a by-election?
2. Will WP retain the Sengkang GRC if there is a by-election

Vote in
https://tklcloud.com/Crowd2/vote.aspx

Buying the dip

 I plan to buy these stocks on market open as the prices had dropped too much on the previous session.

Risk of investing in perpetual note

 In this note, I describe the risk of investing in perpetual note.

https://fisca.sg/ArticleDisplay.aspx?ID=1128&Name=Risk-of-investing-in-perpetual-bonds&View=A

Handling of pandemic

Are you disappointed with the govt's handling of the pandemic?

WOTC - Is China acting aggressively

 Wisdom of the Crowd: 69% of the respondents said that China is responding to the threat from America and its allies and is not acting aggressively towards its neighbors.

Wednesday, December 01, 2021

WOTC - 5 people to dine together

 Wisdom of the Crowd: 67% of the respondents said that 5 people should be allowed to dine together, not necessary to be from the same household.

Tuesday, November 30, 2021

Chip Eng Seng 3 year 6.5% fixed rate notes

 I received an email from a stock broking firm about a 3 year fixed rate note issued by a subsidiary of Chip Eng Seng Corp (CESC) and guaranteed by the CESC.

It offers a coupon rate of 6.5% and is for 3 years. The note is described as "direct, unconditional, unsubordinated and unsecured".

Here are my personal view of this note.

WOTC - Restrictions on unvaccinated

 Wisdom of the Crowd: 58% of the respondents said that it is counter productive to restrict the unvaccinated from food outlets.


Talk on 29 Nov 2021

 Here is a video recording of my talk given on 29 Nov 2021, covering the topics in the FISCA website


These topics are mostly on stock investments.

https://fisca.sg/ArticleDisplay.aspx?ID=1126&Name=Talk-on-29-Nov-2021---Topics-in-FISCA-website&Type=A&Category=&Keyword=

Monday, November 29, 2021

WOTC - VTL to India and Indonesia

 Wisdom of the Crowd: 80% of the respondents said that it is not safe to open up the vaccinated travel lanes to India and Indonesia as the travelers will bring in covid infections.

Sunday, November 28, 2021

Wisdom of the Crowd - New Issues


1. Is China likely to achieve its goal of "common prosperity"?
2. Should the China govt act transparently on the allegation of Peng Shuai?

Vote in
https://tklcloud.com/Crowd2/vote.aspx

WOTC - HC as president of SG

 Wisdom of the Crowd: 58% of the respondents said that Ho Ching is not likely to be the next president of Singapore.

Saturday, November 27, 2021

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
https://tklcloud.com/Crowd2/vote.aspx

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.

https://fisca.sg/ArticleDisplay.aspx?ID=1120&Name=Review-of-Nano-Dimension-(NNDM)-25-Nov-2021&View=A

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

Vote in
https://tklcloud.com/Crowd2/vote.aspx

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
https://tklcloud.com/Crowd2/vote.aspx

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.

Saturday, November 20, 2021

Lianhua Qingwen products

 Someone said.

HSA said it is aware of claims that Lianhua Qingwen products can be used to prevent or treat Covid-19, which have been circulating on social media and in Telegram chat groups.

HSA added that some Lianhua Qingwen products are listed as Chinese proprietary medicines in Singapore for the relief of cold and flu symptoms, and their approval was based on the documented uses of the ingredients present in the products.

However, they are not approved by HSA to treat or alleviate symptoms of Covid-19.

What are your views?

TKL reply

Friday, November 19, 2021

Trading volume in HK and Shanghai

 I bought stocks in Hong Kong at a discount to the prices in Shanghai.


This project compares the trading volumes in these two exchanges, to see if the prices reflect adequate trading colume.

WOTC - Air travel to and from Singapore

 Wisdom of the Crowd: 76% of the respondents said that the recent increase in air travel into and out of Singapore is small and the airlines will continue to face financial difficulties.

Apollo Go robotaxis

 I have invested in Baidu stock. They have been testing an autonomous taxi service for a few years. It is progressing well.

Thursday, November 18, 2021

Comparison of Electric Vehicle stocks

 I compare the EV stocks in this post - Tesla, BYD, Nio, X Peng, Li Auto, Lucid and Rivian.

WOTC - Public transport fares

 Wisdom of the Crowd: 84% of the respondents disagree with the proposed increase in public transport fares.

Wisdom of the Crowd - New Issues


1. Do you agree with the new regulation to allow 5 people to dine together?

Vote in
https://tklcloud.com/Crowd2/vote.aspx

Review of pharma stocks fighting covid

 I share my analysis of the stocks involved in producing the vaccine and the treatment of covid.

Five in a household can dine together

 I share my views about the new measures to allow 5 in the same household to dine together.

Warning - it shows that the people in charge need to be sent to IMH.

Wednesday, November 17, 2021

Tuesday, November 16, 2021

WOTC - XJP absence from Glasgow summit on climate change

 Wisdom of the Crowd: 52% of the respondents agree with President Xi's decision to avoid attending the Glasgow summit on climate change.


https://tklcloud.com/Crowd2/chart3.aspx?id=2450

Wisdom of the Crowd - New Issues


1. Is it safe to open up travel lanes for india and Indonesia?
2. Should the unvaccinated be restricted from dining outlets?

Vote in
https://tklcloud.com/Crowd2/vote.aspx

I lost $70,000 USD on Tesla

https://fisca.sg/ArticleDisplay.aspx?ID=1109

Monday, November 15, 2021

Avoid appearing to be judgmental


Some people like to use statements like "X is right" or "X is wrong".

They appear to be passing judgment on X. They do not have the credibility to pass this kind of judgment.

It is better to say "I agree with X" or "I disagree with X" or "I have a different opinion".

WOTC - Raeesah Khan

 Wisdom of the Crowd: 64% of the respondents said that Raeesah Khan does not need to resign from Parliament.

https://tklcloud.com/Crowd2/chart3.aspx?id=2449

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