SHENG SIONG - Basic necessity, different market segment from main competitors, growing stores. This are good inflation hedges.
FCT - Basic necessity, Connectivity, Property and Strong Sponsor with pipelines. Another good inflation hedges.
DBS - Basic Services, Integration of Services, Regional Expansion, Sustainable Strong Dividend, Strong Cash Flow, Benefits from Rising Rate, Largest Bank of the main three banks.
TESLA - Strong Cash Flow, Demand > Supply for at least 3 months, Strong Margins, Growing EV Market Shipments, Car Pricing keeps going up.
MICROSOFT - Strong Cash Flow, OS Monopoly, Strong Margins, Pricing Power, Software Businesses ( Scaling ).
Bracing Inflation Head On !
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