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Sunday, March 1, 2015

What stocks would i buy now?

After Isetan lost $3.1m due to surging rental and keen competition from other new malls. Its future prospects were faced with challenges of increased online shopping.

Source: http://www.channelnewsasia.com/news/business/isetan-lost-s-3-1m-last/1685270.html

As more consumers move to online shopping, there will be more demand for logistics sector in terms of warehouses for storing goods and courier services to deliver goods.

3 sectors for growth (Online shopping)

  • Online payment services
  • Logistics and warehousing
  • Insurance (to protect online consumers)


There are a few stocks that i see opportunity in but not all of them are cheap at the moment.
  • Singapore post - Established a good online platform for online shopping and a leading provider of mail, logistics and retail solutions in Singapore
  • Global Logistics Property - Invest and own logistic warehouses around the world, also owned or partially owned by state-run wealth fund
  • Mastercard (US. listed)  - Provides to a bulk of online and offline payments around the world

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