Month: August 2021

Be Stronger, Wiser & Kinder By Participating in the Quiet Innovators' Quest to Purpose

Weekly Market Commentary By H.E.R.O. (23 to 27 Aug 2021)

The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators is up +3.1% during the week as at the end of 27 Aug 2021 to extend its gains since its inception on 28 Aug 2020 to +29.9% with a NAV of over S$38 million in its first-year anniversary. A kinder, gentler Fed tightening is the key message from…
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August 29, 2021 0

Weekly Market Commentary By H.E.R.O. (16 to 20 Aug 2021)

The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators -0.1%. Taper hints, Delta fears, Supply Chain disruptions, and China slowdown+regulatory clampdown are hitting the markets in the biggest slide in a month that saw MSCI ACWI All World index -1.5%, S&P 500 -0.6%, NASDAQ -0.7%, Russell -2.5%, Europe in its second-worst weekly performance of the year led…
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August 21, 2021 0

Weekly Market Commentary By H.E.R.O. (9 to 13 Aug 2021)

The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators rose +1.7% nett, led by GARO, Nordic’s #1 highly-profitable leader in EV charger infrastructure solution innovator, which jumped +28.9% during the week after reporting excellent 2Q2021 results in which sales +43% and EBIT +82% with EBIT margin 16.1% (12.7%), driven by very strong growth in EV charging infrastructure solution…
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August 14, 2021 0

Weekly Market Commentary By H.E.R.O. (2 to 6 Aug 2021)

U.S. markets were pushed higher by stronger-than-expected U.S. employment data that showed strong job gains, a sharp drop in the unemployment rate and a rise in wages last month, which could push the Fed closer to taper asset purchases and a less dovish tone, sending economically-sensitive Cyclicals, 10-year treasury yields and U.S. dollar higher, while…
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August 7, 2021 0

Weekly Market Commentary By H.E.R.O. (26 to 30 July 2021)

The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators rose +2.2%, led by top 3 holding Swedencare which leapt +18.9% during the week after reporting 2Q revenue jump of +400% (1H2021: +322%) and operating profit +676% (1H2021: +384%) with EBIT-margin of 27.5% (17.7%) [1H2021: 26.9% (23.4%)]. Another top 3 holding Eckert & Ziegler rose +6.6% during the…
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August 1, 2021 0