Discover and read the best of Twitter Threads about #SRC

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GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
Analysis: #NYSE $SRC

Case 171 #Spirit_Realty_Capital Inc.

DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.

#SRC 1/3
Chart 1
Weekly Chart: Following the huge 8 month sell-off (2016-2017) a solid base was formed around 32.95. Price has been rising steadily since 2019 and currently creeping up towards channel top - a close above 56.10 targets 58.85.

SRC 2/3
Chart 2
Daily Chart: The #Strategy is printed on the image.

$SRC 3/3
Read 3 tweets
Opposition Fools keep claiming that Singapore's external debts amount to 110% of their GDP. The fact is Singapore Government has around RM3 trillion of assets and 0 external debt.
I mean how could they go into debt when year after year, they close their budget with surplus unlike Malaysia who borrow to pay for operational expenditure?
Singapore Government has clarified that the so called debt the Opposition fools is fond of citing is actually mainly monies brought in by Singapore's international banking sector and these so called "loans" are fully backed by assets.
Read 7 tweets

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