Overseas Education: Learning to earnings

Overseas Education Limited (OEL) is a pandemic recovery play. I bought shares after a friend told me about their big jump in school fees received in advance (“deferred revenue” for the software bros). OEL operates the Overseas Family School (OFS) in Singapore and educates the children of expatriates working in Singapore aged 2 to 18 … Continue reading Overseas Education: Learning to earnings

What I’m watching in 2023 for iFAST, Datadog and Fiverr

Happy 2023! Here's what I'm watching for 3 stocks in my portfolio. . (1) iFAST: Can ePension and UK digital bank deliver record earnings? iFAST is aiming for the ePension segment to see a sharp spike in earnings with the new Hong Kong eMPF system starting operations in 2023. iFAST Global Bank (IGB), the company's … Continue reading What I’m watching in 2023 for iFAST, Datadog and Fiverr

HRnet SIAS interview highlights

Adeline Sim, the Executive Director and Chief Corporate Officer of HRnet was recently interviewed by the Securities Investor Association of Singapore (SIAS). Three things stood out to me: Co-ownership driving growth and cost controlResilient but not recession proofConsistent organic and M&A growth Co-ownership First, HRnet’s co-ownership plans has helped to make the company resilient and … Continue reading HRnet SIAS interview highlights

Why I sold my Tripadvisor shares

I sold TripAdvisor this week for several reasons: Revenue concentrationGoogleSale/IPO of Experiences business Revenue concentration TripAdvisor is still too dependent on Booking and Expedia. Booking and Expedia combined contributed 34%, 25% and 33% of TripAdvisor’s revenue in 2021, 2020 and 2019. New initiatives over the 2019-21 period such as TripAdvisor Plus and display advertisements appears … Continue reading Why I sold my Tripadvisor shares