Fam Wencong, Kenneth

My Diary

Portfolio Changes

Published: Sunday February 23, 2020

Singapore released its 2020 budget a few days ago. 1 point highlighted in our 2020 budget signals to me that I should add an electric car manufacturer to my 2020 portfolio. An electric future – Additional incentives to encourage the use of more environmentally-friendly vehicles. Singapore plans to have all vehicles run on cleaner energy […]

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Coronavirus Measures

Published: Monday February 17, 2020

This is for my readers who want to know whether what your employer is doing against the coronavirus is enough. My employer, DELTEQ, first started measuring temperatures as a measure against the coronavirus after the dorscon risk assessment was raised to orange. They are stepping up their measures against the coronavirus. Employees are grouped into […]

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A Simple T-SQL Search Script

Published: Sunday February 16, 2020

Below is a simple T-SQL search script. Modify it to suit your needs. DECLARE @temptable1 TABLE ( [id] bigint, [count] int ) DECLARE @temptable2 TABLE ( [id] bigint, [name] nvarchar(1000) ); INSERT INTO @temptable2 VALUES (1,’Tom’), (2,’Jerry’), (3,’Kate’), (4,’Diana’); DECLARE @q nvarchar(MAX) = N’Tom’; DECLARE @id bigint; DECLARE @document nvarchar(MAX); DECLARE Seach_Cursor CURSOR FOR SELECT […]

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Adding Lenovo To My Portfolio

Published: Sunday February 16, 2020

Took the weekend to scout for stocks to add to my portfolio. Found Lenovo (0992.HK). In their latest quarterly earnings release on November 7, 2019, they stated group revenue in the second quarter reached US$13.5 billion; the ninth consecutive, year-on-year quarter of growth. Valuing Lenovo (0992.HK) Lenovo reported Q2 EPS at US$0.169; an average yearly […]

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Alibaba 13 Feb Earnings Release

Published: Saturday February 15, 2020

Alibaba (BABA) reported earnings 13 Feb 2020. Diluted earnings per ADS was RMB19.55 (US$2.81) and non-GAAP diluted earnings per ADS was RMB18.19 (US$2.61). This is way above my estimates of an average 2020 quarterly EPS estimate of 1.32. Maintain BUY. Read my quick valuation on BABA here or follow me on eToro here.

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