Opportunity cost occurs in almost every facet of life. It is inevitable. In investment domain, opting for an investment asset (A) over another asset (B) means not getting any money from that other asset (B). It is a missed opportunity. Quantifying the Opportunity Cost (OC) Opportunity Cost is not the same for every single Investor, depending on their ...
Read MoreA Valley and a Canyon have similarity in the sense that both are declines of landscape. The difference? One (Canyon) is steeper and deeper than the other one (Valley). Almost everyone agrees that the market is in the state of decline. The question is how deep it will be. Window Dressing December has been recognized as the time ...
Read MoreGlobal stock market has been in bearish mode for months. There is little sign of recovery. Despite the downturn, there is some comfort in Dividend Stocks. So why are they so appealing amid recession fear? 1. Proven business model The strength of a company’s business model is tested through crisis. Some of these Companies have existed for decades ...
Read MoreCompared to other emerging economies’ currencies, the IDR has not weakened as much against the USD. source: Nikkei Asia On the bright side, a weakening local currency tends to improve profitability of Exporters. So, which exporting Companies might be the beneficiaries? Take WOOD for instance. Foreign exchange gain alone pushed up its profits by IDR 34 billion in ...
Read MoreValuation of Tech Companies has been largely decimated by the fear of recession and inflation. Some are even down by 80% from their peaks. Most of these Companies were once valued at PER & PBV of thousands (compare to conventional valuation PER of 10 and PBV of 1). Now, the reality sets in. Funding is no ...
Read MoreInflationary pressure impacts on nearly everything. Property is no exception. 1. Construction Cost Construction cost varies among cities / towns. It is felt most in the capital province (DKI Jakarta), where the cost is the third highest in the country. source: bps.go.id Doubling of steel price between 2020 to early 2022 (in addition to other materials cost such ...
Read More“Know your investment assets. Know how much it is worth, then sell at that price.” Quite often we heard of these words. There is nothing wrong if one chooses to follow this principle. Premium branded items are rarely discounted for sale, anyway. Nevertheless, there are some Investors who choose different path, i.e. settling for less. Why would ...
Read MoreSky is the limit for some Miners. Some publicly listed Companies have been increasing its presence overseas. DSSA (Dian Swastatika Sentosa) It acquired Stanmore Coal (ASX:SMR) back in 2020. In turn, SMR is about to complete its full acquisition of SMC / BMC, a tier 1 asset from mining powerhouse BHP & Mitsui. In H1 FY22 alone, SMR ...
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