Sea limited (NYSE:SE) is a publicly listed company based in Singapore that operates in mainly in Southeast Asia. It is currently trading around $93, down from a peak of $372. Is it a buying opportunity? They have 3 running segments: gaming, e-commerce and fintech. Gaming is its powerhouse, the only segment generating a profit. CalledContinue reading “Sea Limited Analysis – March 2022”
Tag Archives: business
Shopify Analysis – February 2022
Shopify (NYSE:SHOP, TSX:SHOP.TO), an e-commerce company slid 17% Wednesday as it reported quarterly and annual results and expected slower revenue growth in 2022. The stock is down over 50% from its peak in November 2021. Is it a buying opportunity? If you look at Shopify’s Net Income of last year, it looks pretty good. ButContinue reading “Shopify Analysis – February 2022”
Chipotle Mexican Grill Avocado Crisis – February 2022
A new report came out today that the U.S. government has suspended all imports of avocados from Mexico after a U.S. plant safety inspector received a threatening message. Apparently drug cartels have some interest in avocado growing and are taking advantage of avocado growers I believe this could negatively affect the stock price of ChipotleContinue reading “Chipotle Mexican Grill Avocado Crisis – February 2022”
Thoughts on Quantitative Tightening – February 2022
Quantitative Easing (QE) is a bond-purchasing program where central banks buy government and corporate bonds as well as mortgage-backed securities. Central banks around the world have used QE during the pandemic to stimulate the economy and lower yields on long-term bonds. Printing money to buy these assets, inflation can occur not long after. But QEContinue reading “Thoughts on Quantitative Tightening – February 2022”
Bosnia on the Brink of War – February 2022
In the 1990s, there was a bloody conflict in Bosnia and Herzegovina, a country in central-eastern Europe formally part of Yugoslavia, a communist state encompassing nearby countries. It was Europe’s bloodiest conflict since World War II. The conflict ended with a power-sharing agreement of semi-autonomous states and leadership spread between the three main ethnic groups :Continue reading “Bosnia on the Brink of War – February 2022”
Hong Kong Exchanges and Clearing Analysis – January 2022
Hong Kong Exchanges and Clearing Limited (Symbol: 0388.HK) is a publicly listed stockmarket and derivatives clearing house operator. In the past 6 months, the Chinese government have made clarifications related to overseas stock listings and mainland derivatives trading. It said Hong Kong would not be subject to new data security rules for companies with moreContinue reading “Hong Kong Exchanges and Clearing Analysis – January 2022”
Melco Resorts Analysis – January 2022
Melco Resorts & Entertainment Limited (Symbol:MLCO) is a casino operator with a large majority of their revenue coming from Macau, a special administrative region in China. News from last week coming out of the Macau government clarified news around their gaming license (which is due to expire June 2022), though much remains unclear. According toContinue reading “Melco Resorts Analysis – January 2022”
Agnico Eagle Mines Analysis – January 2022
Agnico Eagle Mines (TSX:AEM, NYSE:AEM) is a senior gold miner with a market cap of $15.85b CAD. They announced a merger of equals with Kirkland Lake Gold (TSX:KL, NYSE:KL) in September 2021. In November, both companies shareholders approved the merger and are awaiting to be granted the final order by the Ontario Superior Court ofContinue reading “Agnico Eagle Mines Analysis – January 2022”
End of Year Thoughts on the Markets – 2021
Christmas is almost here and important investment decisions are looming. Let’s begin. Omicron is spreading rapidly across the world. Emerging guidelines within Canada are that healthcare workers are now required to get a 3rd Pfizer shot (a booster). If the federal government is going to require a third shot against covid-19, I think it wouldContinue reading “End of Year Thoughts on the Markets – 2021”
Associated British Foods (Company review) – November 2021
Associated British Foods (ABF-L) is a publicly listed company in the UK. It has a five different arms: Grocery, Sugar, Agriculture, Ingredients and Retail. Employing 128,000 people, it is the 8th largest private-sector employer in the UK, according to Disfold. Going by most revenue, Retail comes first with £5.5 billion. It includes the Ireland-based PrimarkContinue reading “Associated British Foods (Company review) – November 2021”
Devlin Demontigny 