Thursday, December 02, 2021

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

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