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Tong's Portfolio
Tong's Portfolio
Cheap money chasing up stock prices
The tech sector is also widely seen to be one of the biggest beneficiaries of behavioural changes in the aftermath of the Covid-19 outbreak — such as the shift towards e-commerce.
May 29, 2020
Tong's Portfolio
Yet another stock-market scam - mini-tender offers
When an offer appears too good to be true, it usually is. We were reminded of this little bit of wisdom just this week.
May 08, 2020
Tong's Portfolio
How close are Bursa and SGX-listed companies to financial distress?
SINGAPORE (Apr 30): There is no question that the Covid19 pandemic and resulting restriction on movements will inflict significant economic pain on businesses on a global scale. Most government aid packages are currently focused on helping to tide small a
April 30, 2020
Tong's Portfolio
Which will remain in 12 months' time - the Covid-19 pandemic or the effects of the stimulus?
Historically, analysts have never been very good at revising down earnings estimates, especially during crises. Worse, the current health crisis has no precedence for guidance.
April 17, 2020
Tong's Portfolio
Cash flow relief to keep viable companies afloat
(Apr 9): Five months into the Covid-19 pandemic and there remains much that we do not know about the virus. Every government is grappling with the unknown, from the most powerful nations in the world, including the US and the UK, to the smaller, emerging
April 09, 2020
Tong's Portfolio
There is also light at the end of the tunnel
The world is interconnected and hence, interdependent. The coronavirus is a global problem that requires global cooperation to get it under control.
April 03, 2020
Tong's Portfolio
Manic sensationalisation of the coronavirus
SINGAPORE (Feb 14): Over the past few weeks, we have been bombarded with blow-by-blow accounts of the coronavirus outbreak.
February 14, 2020
Tong's Portfolio
Shaken but not stirred
SINGAPORE (Feb 7): As the coronavirus outbreak continues to spread unabated, the resulting uncertainties and potential economic impact sent stock markets worldwide tumbling, before they recouped some lost ground.
February 07, 2020
Tong's Portfolio
Malaysian stocks should do better in 2020
Towards the end of the month, markets were once again buffetted by bad news.
January 31, 2020