*Official* MasterLeong Thread

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goh6570

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why Genosis sooo quiet sia.. is he having heineken beer, where having serious investment planning now??? :s13: :s13:
 
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kakashixx

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This thread jin happening, fight fight fight. In the meantime i huat huat gao joo koon, although my portfolio just a peasant one kekeke
 
MasterLeong

MasterLeong

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eveee99 said:
can share why you bought keppel Corp cos the last I remember, you prefer SCI over it. tks.
Click to expand...

KC i bought as i kinda feel that oil has bottomed and a recovery may come in 2017
KC is a risky bet thats why i put 10k only, if got $6-7 will likely sell all

Whereas SCI more of a long term position as i like its utilities biz a lot
They mostly got long term contract to supply power to garmen, stable reccurring income like reits
 
MasterLeong

MasterLeong

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MasterLeong said:
KC i bought as i kinda feel that oil has bottomed and a recovery may come in 2017
KC is a risky bet thats why i put 10k only, if got $6-7 will likely sell all

Whereas SCI more of a long term position as i like its utilities biz a lot
They mostly got long term contract to supply power to garmen, stable reccurring income like reits
Click to expand...

In short KC is punting/trading
SCI for long term

Also during past agm the sci mgmt got hint of IPO-ing their energy assets, this can unlock value to SCI
 
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