My 3 Top Stocks For 2022 (SG, HK, US)
As we're inching closer to the end of 2021, it always is time to review your portfolio and hunt for new investing ideas.
With that in mind, I am going to share with you 3 stocks that is part of my portfolio to kickstart 2022 [across Singapore, Hong Kong and US].
*Please do your own due diligence too*
1) ISDN Holdings
I have touched on Rex International, Marco Polo Marine, Geo Energy which are all rather short-term plays on 2022 recovery or on the premise of raw materials inflation.
That said, ISDN is our long-time holding and poised to benefit from the rise in industrial robots esp. in China where they replacing human labour with robots.
That said, its share price hasn't gone anywhere in 2021 despite the spike in top and bottom-line. The hydropower projects which will contribute to recurring revenue is also slated to be operational soon...
With both the high insider ownership of the CEO and Novo Tellus, ISDN is one that insiders should watch.
2) Xinyi Glass
Glass is a raw material needed for buildings, solar panels and cars. And Xinyi Glass is one of the largest glass manufacturers in China - and will ride on the domestic growth of this HUGE nation.
The Chairman and CEO own a significant >10% stake each and are actively buying shares after Xinyi Glass dip >40% from its high. A positive sign at this potential undervalued opportunity!
3) Curiosity Stream
Personally, i call it the 'netflix for documentaries'. Check out what they are
here.
Founded by the Ex-Founder of Discovery Channels (yes, he go venture into the streaming space himself!), he has a deemed interest of >40% via his investment vehicle -
Hendricks Factual Media LLC.
And check out Starhub as its B2B partner above! With a market cap of only US$0.33 billion, it has lots of room to catch up with Netflix worth US$264 billion - thats a 1/600th size of Netflix!