InvestingNote

Thanks everyone for participating in our first AMA sessions ever. The AMA sessions have now officially come to an end.

A special shout-out to our kind AMA hosts for answering all our community members' questions! They did a great job!

We will have more of such sessions to come, for now Happy CNY everyone!

metalcorn

Any thoughts on the pork shortages in china now and investing in WH Group Ltd? Also, any thoughts about investing in chinese expressways such as jiangsu or anhui for a defensive, dividend play seeing as REITS are so overvalued now?

Learnwithstanley

Reply to @metalcorn : Any shortage would mainly be a short term issue. As supply and demand will just swing around.
I think investing in toll roads would require us to understand more on how gvmt policy is with these asset and how pricing is determined.
I personally haven't reach the level of confidence to invest in these assets yet.
Generally, I think REITs are easier to understand

christopherlim2

What do you think of Greatview Aseptic company? I was going through their annual report and some figures that baffled me and could you help me out with it?

What does it mean when the Account Receivable is in negative (Normally i see this figure as positive in other companies' annual report) ?

Same thing goes for Inventories? What does it mean when it is negative?

Learnwithstanley

Reply to @christopherlim2 : Hi, that is the cash flow statement. So not the balance sheet.
If you go to the balance sheet, you will see its account receivables and inventory level.

When in the cash flow statement, when it is negative, it just means that money has moved out of the company. So in this case, they have not collected their A/R as much and have been paying for their inventory, so its cash flow is negative

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