SIA: Ang moh and Jap brokers are going to look stupid
Look at the price targets for SIA. Basically JPMorgan and Nomura are extrapolating from the theoretical ex-price of $4.40. A dangerous extrapolation given that Temasek holds 55% and is not a seller. Price targets(From the Edge) : $6.27 HOLD (CGS-CIMB Research) $5.54 DOWNGRADE HOLD (Daiwa Securities Research) $4.00 DOWNGRADE...
Taiwan versus Singapore
While Singapore saw 191 #COVID19 cases today, Taiwan has seen zero domestic cases for two days in a row today. There is no certainty how many more cases Taiwan will see, but Taiwan has thus far managed to contain the #coronavirus better than Singapore. In this article, I compare what Taiwan did with Singapore, to see how Taiwan...
Why Singapore’s COVID-19 response faltered
Singapore's #COVID19 cases shot up above 2,000 yesterday while Taiwan saw zero local cases. I analyze their responses to look at the missteps Singapore took which broke its response, as compared to the swift responses Taiwan took to keep numbers down. Singapore's COVID19 response faltered because: (1) Singapore framed the #coronavirus...
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