temperament 22 September 2019 at 19:54:00 GMT+8
Yes, which of the companies will survive?
Real solid businesses which people will need no matter what will happens with the economy or market?
ReplyDelete
Read? Fundamental Analysis : As Outsiders How Far Into The Future Can We Analyze Company Business?
Coming to two years soon!.
What he observed how bigger F&B businesses can have better resources or/and capability to strive for survival across cycle of boom and doom and tough F&B competition and changing consumer taste buds.
From 16 down to 12 and then slowly recovered at 1 outlet at a time to current 15 outlets.
1. Four outlets had closed shop and vacated.
2. Two outlets have re-branded themselves; but after a few months also closed shop and vacated.
3. One has re-branded and still surviving
4. Five new brand outlets started.
Hmm ... bigger is better?
Invest in small cap, mid cap or large cap or blue chips?
You decide!
Monday, 23 September 2019
Subscribe to:
Post Comments (Atom)
Hi Uncle8888,
ReplyDeleteHoho, if investing in individual blue chips, need to assess quality of revenue & cashflows too.
Otherwise wait happy happy hold onto things like SPH, Singpost, Starhub :)
Unless it's blue chip ETF like STI then can bochap --- auto self-renewal.
Many "blue chips" currently many times bigger than Keppel (S$11B mkt cap) are prime candidates to go bankrupt in the next big recession:
Uber --- S$76B (bigger than DBS!)
Snapchat --- S$32B
Lyft --- S$18B
Tesla --- S$59B
Wework --- S$14B (much reduced from S$65B !!)
Grab --- S$19B (private equity & Temasek darling)
Gojek --- S$13B (private equity & Temasek darling)
AirBnB --- S$43B (although it has self-declared unaudited razor-thin 3.5% profit margin in 2018)
Wow. Seriously painful if happen
DeleteI don't do IPO
DeleteOne day, company will be run by idiots and goes bust
ReplyDeleteThat's why must diversify, cannot bet all on a few blue chips. Blue chips can also turn into blue black chips.
ReplyDeleteKeppel is a blue black chip for me.
(Different gems for different times. And we don't have the crystal ball.)
Read? Tat Lee bank
DeleteMalaysia Public Bank may have made many early retail investors millionaires. Anyone personally know someone in Malaysia still holding on to Public Bank shares?
ReplyDelete