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2023 global portfolio
Global stocks
CrowdStrike is a hit; JD Logistics fails to deliver
The Edge Singapore’s 2023 global portfolio of 10 stocks returned 25.8%, outperforming the ST Index.
February 23, 2024
Global stocks
Maintaining some outperformance at the midpoint
The Edge Singapore’s 2023 global virtual portfolio returned 0.9% for the 41⁄2-month period to June 16.
June 29, 2023
Global stocks
Uber Technologies: Riding on sustained improvements, positive outlook ahead
Uber’s outlook for the next financial quarter is overall positive.
June 23, 2023
Global stocks
Teleperformance SE: Acquisition of rival weighs down share price but sets stage for bigger gains
Teleperformance offers customer relationship management services as part of the overall business process outsourcing industry.
June 23, 2023
Global stocks
Sunny Optical Technology Group: Attractive valuations with clear line of sight to better earnings ahead
Sunny Optical is a global integrated optical components and products manufacturer.
June 23, 2023
Global stocks
NCSoft Corp: Missed guidance but fundamentals remain intact and prospects bright
NCSoft is an online games developer and publisher and has created popular franchises such as the Lineage and Guild Wars series.
June 23, 2023
Global stocks
JD Logistics: Cash-flow-positive, fast-growing logistics leader in China
JD Logistics has a comprehensive logistics network that spans China and globally.
June 23, 2023
Global stocks
Globalworth Real Estate Investments: Undervalued European property play with growth opportunities
Globalworth is a real estate company that acquires, develops and manages commercial real estate assets.
June 23, 2023
Global stocks
The Walt Disney Co: Streaming business stays in the red but theme parks poised for recovery
Disney has been investing heavily in the direct-to-consumer (DTC) streaming segment, which has yet to turn profitable.
June 23, 2023
Global stocks
CrowdStrike Holdings: Best-performing counter with consistently improving numbers
CrowdStrike is a leader in the cloud-delivered protection of endpoints, cloud workloads, identity and data.
June 23, 2023