Cryptocurrency Investment

Investing in Crypto seems to be risky at first. Much more volatile than the stock market or other investments. Double digit loss / gain within hours is possible. Looking into the Bitcoin (BTC) volatility against S&P500 VIX for the last few years.   Then why are some Investors, including Fund Managers, compelled to invest in it? Many reasons, ...

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Walking on Thin Ice

Investing in the stock market can be thrilling for certain Investors.   Sometimes, these Investors push it a bit too far to the limit. No difference to walking on thin ice.     Buy at high price Nothing’s wrong with buying a stock at high price (high PBV PER etc).   After all, there is a reason for the market to value that ...

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Hibernating Portfolio

Is it possible to build a portfolio of assets that allow Investors to sleep well throughout the nights, amid volatility? Certainly, although it might means missing some intermittent opportunities. Diversification As boring as it sounds: diversification, diversification, and diversification; rule no 1 is always about getting the right mix of assets into the portfolio. Ideally, an asset ...

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Roaming Tiger in 2022

Year 2022 marks the third year of pandemic. While it is conceivable that the global economy was adversely impacted; it is also remarkable how resilient most economies (including Indonesia) have been so far.   Henceforth, what can Investors expect in 2022? Will the tiger roam?   Commodities The country has enviable natural resources needed as raw materials for electronics, high-end ...

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Q3/2021 Stock Overview

Reporting season Q3 2021 has produced some surprising results. Several stocks have been performing very well with record revenue and profits.     Manufacturing sector (e.g. INKP) has once again shown resilience surfing through the pandemic.   Those with diversified assets (e.g. SRTG and HRUM) might strongly overperform in the future.        Disclaimer: NOT FINANCIAL / INVESTMENT ADVICE. This article is ...

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Mitratel (MTEL) IPO

The Mitratel (MTEL) IPO is about to set a new record for capital raising this year.   Will it be able to compete against other tower behemoths like TOWR or TBIG?   Financial performances between these 3 major tower companies do not vary much in nominal figures. MTEL, however, has more opportunity for growth due to the IDR 20–25 ...

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