Lim and Tan:
CDL is currently trading at a 25% discount to its historical NAV and we expect an even wider 40-50% discount to its RNAV as the company does not revalue its assets to current market values. We maintain our “BUY ON WEAKNESS” recommendation on as investors become more jittery about the negative impact from the government’s cooling measures implemented last year and also trade tensions between the US and China.
March-April Portfolio Update
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It has been about a month and half since the last update. Stocks.cafe's
return were a lil buggy but Evan sorted it out, and there wasn't a lot of
transac...
2 hours ago
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