Tze-wei Chong 🇦🇺🧢
@Tze_C
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Principal @ Leverson; Angel to later stage investments in environmental, tech and societal enterprises; Active equities. Personal views, not financial advice.
Melbourne, Victoria
Joined January 2013
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RT @Sino_Market: ⚡#China Economic data:.1️⃣July retail sales 3.7% y/y [Est.4.6%].2️⃣July industrial growth 5.7% y/y [Est.5.9%].3️⃣Jan-Jul f….
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Hardware/SAAS type businesses without the ability to debt fund Capex due to short contract life (and where hardware is significant) are Infrastructure like businesses that are hobbled. FCF is key. not ARR or EBITDA.
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I am sure Newsom does these whilst on the toilet or after a few drinks with a big smile on his face. 🤣.
DONALD IS FINISHED — HE IS NO LONGER “HOT.” FIRST THE HANDS (SO TINY) AND NOW ME — GAVIN C. NEWSOM — HAVE TAKEN AWAY HIS “STEP.” MANY ARE SAYING HE CAN’T EVEN DO THE “BIG STAIRS” ON AIR FORCE ONE ANYMORE — USES THE LITTLE BABY STAIRS NOW. SAD! TOMORROW HE’S GOT HIS “MEETING” WITH.
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$GMG - Pretty long into results next week. Historically has reported well and outperformed. Yield risks should be neutral at the moment IMHO.
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Not great for Oz.
🇨🇳ALL CHINA JULY NEW HOME PRICES -0.3% M/M (JUNE -0.3%) .ALL CHINA JULY NEW HOME PRICES -2.8% Y/Y (JUNE -3.2%).CHINA JAN-JULY AVERAGE HOME PRICES FELL 4.5% ON YEAR.#CHINA #PROPERTY #REALESTATE.
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Timely exit from I/O names - $CIA - back to 11/8 type levels. $CBA money flows into $BHP helped
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$TNE - Been a rather pathetic performer since entry recently. Results cant come soon enough.
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No you won't unwind the deal.Yes this is exactly why long $WTC.
afr.com
Freight operators have told the ACCC they fear a sudden spike in prices after the company purchased rival software used to create customs documents.
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Spurs press was v good; PSG set piece defending etc sleepy. Frank let the game get away IMHO with game mgmt. Ange wouldn’t have lost it.
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Looking for reversal in $PLS, $MIN etc - overdone relative to international etc.
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🤣.
FINAL WARNING DONALD TRUMP — MAYBE THE MOST IMPORTANT WARNING IN HISTORY! STOP CHEATING OR CALIFORNIA WILL REDRAW THE MAPS. AND GUESS WHO WILL ANNOUNCE IT THIS WEEK? GAVIN NEWSOM (MANY SAY THE MOST LOVED & HANDSOME GOVERNOR) AND A VERY POWERFUL TEAM. DON’T MAKE US DO IT!!! THANK.
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$TYR - Sellside price targets - some dated. Surcharging proposals are neutral to positive. Estimating offers in the $1.20 range or 25% premium. Competitive bid to $1.80-$2?
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