PLTR Results, STI ETF DBS OCBC UOB, Link Reits Discussion

6:16 China Market Updates
17:38 PLTR Earnings and Company Analysis
51:59 STI ETF DBS OCBC UOB
1:07:15 Link Reits Internal Management Good For Unitholders
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[@crispusallen3865]

Super easy to understand your breakdowns, thank you Master.

[@MasterLeong888]

Glad u like it ❤❤❤

[@yourboyfriendDeftie]

I truly appreciate your content and have learned a lot from your perspective on the markets

[@MasterLeong888]

Thanks for support❤❤❤

[@dominicteo872]

Hi Master Leong, huat huat huat 🚀🚀🚀

[@MasterLeong888]

huat ah! green dragon lets go!

[@YakHong]

Thanks sharing.

[@MasterLeong888]

most welcomed

[@andysg7376]

Thanks

[@MasterLeong888]

most welcomed

[@GRRR45]

Thanks Master Leong.

[@MasterLeong888]

most welcomed

[@tanstev]

really appreciate ur in depturknowledge on link reit, tqvm❤

[@MasterLeong888]

Most welcome hope our community does well in hk market and reits ❤❤❤

[@Alwinlcw]

Master, since most of the properties are leasehold, will it impact the NAV in long term?

[@MasterLeong888]

that's why i prefer office and shopping mall assets, example 99 years leasehold the straight line depreciation is just 1% per year very manageable

[@YakHong]

CFA in SGD.

[@MasterLeong888]

yes CFA is in sgd i using cash to buy and gonna use my excess cpf oa to whack also haha

[@meyroakabigrem1679]

COE of Link is a HK Chinese. Ex Goldmans.

[@MasterLeong888]

sorry i mean the new chief investment officer
www.businesstimes.com.sg/companies-markets/link-reit-appoints-ex-blackrock-executive-group-chief-investment-officer

[@meyroakabigrem1679]

@@MasterLeong888 Ah, yes, that is correct. Thanks for clarifying and keep up the good work.

[@YakHong]

How about Soun?

[@MasterLeong888]

soundhoud is like AI stock the price to sales is 25 times very expensive... similar group to PLTR ARM

[@YakHong]

PLTR is Debt free.

[@MasterLeong888]

yes zero debt but its because of the SBC share base compensation that inflates their cash and profitability

[@meyroakabigrem1679]

Thoughts on Lenovo as an AI play?

[@MasterLeong888]

Lenovo recently launch AI pc AI laptop a lot of hype but just marketing i feel haha
Its still just a hardware company

[@meyroakabigrem1679]

@@MasterLeong888 how about its strong growth in higher margin IT services business, and the hardware demand which will be required to support AI and data in the cloud?

[@MasterLeong888]

6:16 China Market Updates
17:38 PLTR Earnings and Company Analysis
51:59 STI ETF DBS OCBC UOB
1:07:15 Link Reits Internal Management Good For Unitholders
***All content here are for Education and Entertainment only***
facebook.com/masterleong888
masterleong.substack.com
twitter.com/master_leong