Trade Journal

buy more for dividend

Trip.com price has dropped for the reason that they are excused for monopoly. Now, PE 7.6, PS 3.8 PB 1.39. The valuation is too low for the fact that this company is the third largest travel agency platform in the world, and the growth of this industry in both China and the world. Balance sheet is also strong that has low debt which means they can potentially finance more money for investing, comparing to Booking holding which has more debt than thier assets. However, there are still government risk, which may affect the future profit margin, and AI risk, which might create the way to disrupt the platform, to be concerned. I still believe that the company will eventually pass through these obstacles.

buying for dividend reason. the company business is quite stable because of receiving concession. the return of dividend is about 6% which is at the acceptable level.

wanna invest in Tencent stock but don't want to pay foreign tax

Buying for dividend. has PTT, KTB as shareholders. insurance is also strong defensive business, even if, net income might be fluctuating but avg dividend pay is acceptable. which is about 7% and Thai people have gained financial literacy gradually. I believe that insurance industry will slowly grow too, which will affect the future dividend.

due to the war, make oil prices and oil demand increases, which will also generate demand on offshore service business of this company. Further more, BDI index has increased gradually, which is likely in an uptrend. It is the crucial factor that tells about the future company revenue growth, but the stock is still at the bottom. I also see the technical indicator, Bollinger squeeze, cross up MA/MACD, low RSI, which are buy signals.

Company is a digital consult company that have grow significantly, but the price stock went down because latest net come just grow slightly because of war and tariff. I believe that this are just short term drawbacks for the company, and digital industry still has a huge room to expand. the stock price is now at PE 10 which is the valuation of matured company. that doesn't make sense at all. However, AI is a new risk that might disrupt the company. imo, Thailand won't be able to catch up new technologies, and consults are still demanded

The company has growth gradually. Now PE is only 13, which is a great price to buy because there will be demand form overwhelming data centers growth, and relocation supply chains from China. The company also pays dividend at 4-5%. There is still Vietnam growth risk that might take the market share.

CHA price has been gradually decreased and now PE is 8, PS 1.11, and PB 1.94. This valuation is too low for its potential outside china growth. The brand is also unique and strong. last year, the company invested so much which can be spotted in CFI and CFF, thus, it's a sign for positive future outcomes.

AI bet but still be aware of tech bubble.

investing in the believe that biotech will be the next high growth industry because of AI stimulation. The company is an essential infrastructure for all Biotech companies, like Nvidia in AI industry. If biotech is the next high growth industry, this stock will make a high ROI too.

moonshot bet on CRISPR technology. this company focus on in-vivo crispr which has potential monetization and expanding.

the company mainly do medicine development by using AI, which is the field that I believe that is a high growth industry. the company also partner with Eli Lilly

Competitive moat from WeChat with Forward PE 13.6. The company dominate game industry, which, in the future, will gain advantages a lot from AI in the part of cost reduction. holding as a compounding stock is the best option. AI will also enhance potentially all their businesses too.

The company ecosystem is so strong. I have conviction of their future growth from EV car and the narrative of Iot ecosystem that all their products connect together. The company have proved its effective development ability that can make different fields of products at high quality and lower cost. I believe that the company have much more potential to grow even in the situation of facing risen material cost of their phone sector.

want to invest in Xiaomi without foreign taxes