Category Archives: Lim Tan Securities

兔年各大指数收官,欢喜迎接龙年!

迎接龙年,龙腾股跃! written by George Seah 佘文发硕士 (for my blog)

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2023 key events

As hope is not a strategy, summary of 2023 global key events may be better expressed through my Q&A below: Amid the ongoing Hamas-Israel war, US vetoed the UNSC resolution for immediate ceasefire, while not intervening the mass bombings of … Continue reading

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用《心弃急》面对罗刹股市?阿里寻他千百度,却在灯火阑珊处。

最近看了刀郎的罗刹海市网络视频, 心想股民朋友也应防范罗刹股市中的圆月弯刀(falling knifes)。 股市对初入门者,如入大观园: 基本面,技术面,政策面, 外汇、黄金、利率, 蓝筹、债券,票息, 市盈、市净,股息增长。 外围、宏观,地缘、区域, 指标、术语,蜡烛,周期,趋势,七上八下… 耳熟能详的高科技尖牙股, 十年间已然壮大扩员,估值也今非昔比。 苹果,微软,谷歌,亚马逊, 英伟达,脸书,特斯拉, 牵七发(magnificent seven)而动全身。 如此日日夜夜熙熙攘攘寻寻觅觅, 或许退一步,海阔天空?切记心弃急: 东风夜放花千树, 香榭大道人满路, 阿里寻他千百度 , 却在灯火阑珊处。(Though buy/ sell is just a simple click away ….) written by George Seah Singapore 佘文发硕士 (for my … Continue reading

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Singapore corporates’ 2Q23 / 1H23 earnings tabulated in android app

The 2Q23 earning results of our three local banks are tabulated below: For more results tabulation including US mkt stocks, there is an android app “Lim & Tan SGX fundflow CFA Cal” available for free download: App bundled with a … Continue reading

Posted in $50 NTUC voucher, 958, Android App, 端蒙中学, DBS, dividend, EPS, equities, ex-date, FSSTI, george seah, george seah singapore, Lim Tan Securities, NTUC link point, NTUC link points, NTUC vouchers, NUS, OCBC, SGX, shares, SRS, STI index, stocks pick, UOB, US market, 华中初级学院, 国立大学, 新加坡国立大学, 佘文发 新加坡, 佘文发硕士 | Tagged , , , , , , , , , | Leave a comment

Markets sell off after Fitch downgraded US treasury debt ratings.

The market was caught off-guard this week when Fitch did the right thing to fend off pressures from The White House, and went ahead to downgrade US debt ratings to AA+ (from its AAA rating). With this downgrade, US government … Continue reading

Posted in $50 NTUC voucher, 958, Alphabet, Amazon, android, Android App, Apple, CFD, 端蒙中学, Daily Leverage Cert, DBS, divestment, dividend, EPS, equities, FSSTI, fund flow, george seah, george seah singapore, Google, Hwa Chong JC, inflation, investment, Janet Yellen, Keppel Corp, Lim Tan, Lim Tan Securities, NTUC cash vouchers, NTUC link points, NTUC linkpoints, NTUC vouchers, OCBC, sembcorp marine, stocks pick, 华中初级学院, 国立大学, 国大, 佘文发, 佘文发硕士 | Tagged , , , , , , , , , , , , | Leave a comment

投资若是久长时, 又岂在朝朝暮暮?

written by George Seah Singapore 佘文发硕士 (for my blog)

Posted in $50 NTUC voucher, $80 NTUC voucher, 958, Android App, 端蒙中学, equities, equity, financial investment, george seah, george seah singapore, Hwa Chong JC, Lim Tan Securities, NTUC vouchers, NUS, STI index, 国立大学, 新加坡国立大学, 佘文发, 佘文发硕士 | Tagged , , , , , , , , , | Leave a comment

Market performances in the week greeting the CNY of Rabbit

Market performances in the week greeting the CNY of Rabbit 癸卯年市场迎春 For Corporates’ earnings and a portfolio of stock pick 2023 on Singapore stocks listed in SGX and its performance so far, download the “George Seah” app available free in … Continue reading

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 2022年的世上本无事,庸人自扰之

2022 是一个奇特的虎年,世界局势动荡,皆因庸人自扰再次濒临二战前的危险边缘: 先是乌克兰乘着德国前总理默克尔下台之际,要求美国火速支持它加入北约,把苏联解体之后的欧、美、俄军事平衡的天枰更加西倾。这一举动打破了欧洲战略现状(status quo),触碰了俄罗斯的底线。但那之后,俄罗斯进军攻占乌东顿巴斯地区是更大的人为错误。因美乌在吸取了上次克里米亚失守的教训后,已然做足了准备,结果冲突一发不可收拾,美欧仅以提供武器参战,避过了世界第三战。但俄乌战事至今也已进入了胶着的第11个月份。 美国对中国大陆加剧科技封锁,导致合作双赢的国际次序及产业链脱钩。而美欧日等对俄罗斯的全面制裁,也使欧洲陷入油气断供危机。美企也因纷纷撤离中俄市场,加上各国央行同步大幅加息以对抗通胀,企业营利大受影响,股债双杀。美股如标普500至今仍大跌近-20%,纳斯达克指数也跌了逾-30%,十年期美国国债利率也“四”而复返。 美国国会众议长佩洛西窜访台湾,中国虽严正警告,但最终没有把局势升温,保住了台海稳定,虽说是逃过一劫,但双方已撕破了脸,后续仍危机重重。 加密货币如Terra, Luna, FTT等“庸币自纵”崩盘,导致Three Arrows Capital, FTX 等公司停止交易或停牌等候清盘,甚至殃及对冲基金投资,让市场对去中心化的操作蒙上阴影。 随着标普500企业盈利预期下滑,一旦美国经济陷入衰退,标普500指数在2023年就有望下试3600点。希望大国各方保持克制,让2023年安稳度过一个预期高至5%的联邦基金利率时代。 written by George Seah Singapore 佘文发硕士 (for my blog)

Posted in 958, 端蒙中学, EPS, equities, fed fund rate, george seah, george seah singapore, Lim Tan Securities, NTUC link points, S&P500, singapore, stocks pick, 华中初级学院, 国立大学, 国大, 佘文发 新加坡, 佘文发硕士 | Tagged , , , , , , , , | Leave a comment

WTI crude oil price back to square one, six months after Russia-Ukraine NATO war started.

The Russian-Ukraine war took place on 24 February causing havoc to the world supplies and prices of oil & gas, commodity and food etc. WTI crude oil price went through a strange volatility cycle just to move back to the … Continue reading

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A quick note and consensus target price for Bukit Sembawang (SGX: B61)

Below is a short extracted research summary from Lim and Tan securities dated 30 May2022 on Bukit Sembawang Estate Limited, B61. (disclaimer applies, note: For the company full report and full disclaimer, please refer to our online publication , also … Continue reading

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