June 2020 - The InvestQuest

Future Food Primer: What’s Beyond Impossible?

June 30, 2020

Beyond Meat. Impossible Foods. What’s the market opportunity for plant-based alternatives and what does this mean for listed companies?

IQ Weekly Takeaways for 28 June 2020

June 28, 2020

Facebook advertisement boycotts, US Banks Stress Test results, IMF’s warning on the economy, Hyflux’s latest suitor and US visa restrictions for Chinese officials caught our attention this week.

Legendary Professor Altman forecasts 9% default rate for US High Yield

June 26, 2020

Professor Altman estimates that US High Yield default rates will hit 9% in 2020, with an average 30% recovery value on defaulted bonds.

IQ Weekly Takeaways for 21 June 2020

June 21, 2020

Stock markets warnings by Ray Dalio, JPM estimates up to $170bn net selling of stocks in the next two weeks, Goldman Sachs signals elevated investor stock positioning, China-US agricultural purchases and upcoming US Banks stress test results are what caught our attention this week.

When to use Active Mutual Funds vs Passive ETFs

June 19, 2020

For Global and US stocks, stick with low-cost passive mutual funds & ETFs. For exposure to non-US stocks, emerging markets and corporate bonds, do consider cost-efficient actively managed mutual funds.

IQ Weekly Takeaways for 14 June 2020

June 14, 2020

Singapore’s private home sales for May, Perennial Real Estate’s privatization offer, Hong Kong Indices weighting cap removal for dual-class shares and China’s inaction to US-Huawei trade restrictions caught our attention this week

SEMBCORP INDUSTRIES IS DAMN CHEAP

June 11, 2020

The implied valuation of Sembcorp Industries’ demerged entity is close to A THIRD of global peers. That is very very cheap for a stable profit-generative company.

(Part 2) You can buy these companies for less than the company’s CASH, after paying off all liabilities

June 10, 2020

In Part 2, we take a deeper look into the screened stocks. Three of them caught our eye.

US Corporate Tax Hike after the election? Most negatively impacted stocks

June 8, 2020

Some of the names that caught our eye in the list of 37 stocks include: Netflix, Boeing, salesforce.com, Visa, NVIDIA

IQ Weekly Takeaways for 7 June 2020

June 7, 2020

Global equities triggering overbought levels for first time since March, US jobs beat for May, OPEC’s agreement to extend oil production cuts caught our attention this week

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