Portfolio news this week (ending 18 July)

Only 2 news articles on TripAdvisor this week. Enjoy your Sunday! Trip.com CEO joins TripAdvisor's board: Jane Sun, the CEO of Trip.com has joined TripAdvisor's board. This move is part of the 2019 strategic alliancebetween the two companies. To maintain her board seat, Trip.com must buy shares amounting to a ~5% stake in TripAdvisor. That … Continue reading Portfolio news this week (ending 18 July)

Portfolio news this week(ending 11 July)

This week's news includes Singapore's election results, TripAdvisor's bond issuance and increased competition for iFAST.Singapore elections, HRNet and Singapore O&G: Singapore's ruling party, the People Action Party (PAP) returned to power (83 out of 93 seats) but had one of the lowest share of the popular vote (61%) in its history. From Bloomberg:The result could … Continue reading Portfolio news this week(ending 11 July)

Portfolio news this week (ending 4 July)

KGI initiated research on Singapore O&G with a neutral rating because of downside risk to its dermatology business. Dermatology earnings are likely to be depressed this year but the value of a stock mainly comes from future earnings so I'm willing to be patient. Link TripAdvisor's CEO said in a Skift interview that the company … Continue reading Portfolio news this week (ending 4 July)

Portfolio news this week (ending 27 June)

This week's news includes TripAdvisor's profit warning and pivot to quality experiences, an interview with iFAST CEO and MasterCard's spend update. iFAST CEO interview with Zuu: iFAST is aiming to be the Netflix of Fintech by providing banking and wealth management services to clients globally. Applying for a Singapore digital banking license is the first … Continue reading Portfolio news this week (ending 27 June)

Portfolio news this week (ending 13 June)

Here's the top news this week affecting my positions in Singapore O&G, iFAST and TripAdvisor. TripAdvisor vs Booking: Booking.com will terminate existing contracts with attractions and tours and will create an experiences partnership with TUI's Musement instead. Booking.com users will eventually be directed to Musement's experiences.  Building an experiences business is clearly not easy when … Continue reading Portfolio news this week (ending 13 June)

Portfolio news this week (ending 6 June)

Here's the top news this week affecting my positions in Singapore O&G, iFAST and TripAdvisor. All Singapore O&G (SOG) services are available again: SOG clinics including their dermatology clinics can offer their full suite of services with Singapore's circuit breaker ending on 2 June. See the SOG poster below. However, competing dermatology clinics will be … Continue reading Portfolio news this week (ending 6 June)

Portfolio news this week (ending 30 May)

I'm trying to update more often so I'm exploring a regular newsletter which is relevant to the stocks in my portfolio. Let me know what you think! Here's some of the key news this week which could be relevant for TripAdvisor and HRNet. TCOM earnings/China travel recovery: Trip.com reported 1Q results with revenue down 42% … Continue reading Portfolio news this week (ending 30 May)

Zero sales test

How long can a company survive with zero revenue?  The COVID-19 crisis has forced governments to restrict movement so  restaurants, hotels and travel companies are faced with a grim scenario where revenue drops to zero. The cyclical companies in my portfolio such as China Aviation  Oil, TripAdvisor and HRNet are vulnerable but I subjected all … Continue reading Zero sales test

2019 year in review and most popular posts

This year was a tough year for my portfolio with 4 out of 6 stocks in the portfolio posting negative returns since I wrote about them.   Date purchased Start Now Dividend return (%) Capital return (%) Total return iFAST 22-Apr-18 0.92 1.03 7% 12% 19% Kingsmen 29-Apr-18 0.59 0.45 8% -24% -15% SOG 3-Jun-18 … Continue reading 2019 year in review and most popular posts