Pacific Century Regional Developments (SGX:P15) reported their FY19 results on 21 Feb 2020 yesterday. Revenue increased 12% due to higher dividends received from their stake in HKT and profit fell due to higher expenses and lower share of profits from their associate PCCW. For more information on their business model, you may refer to my … Continue reading Pacific Century Regional Developments (SGX:P15) – Dividend Recapitalization… a nicer term for cashing out
Teckwah Industrial Corporation (SGX:561) – Cheap Value Play, But Execution is Key
Summary Teckwah Industrial Corporation (SGX:561) trades at 30% discount to tangible book value and EV/EBIT of 6.83.Part of the performance decline in FY18 is due to the ongoing trade war.The company has been generating consistent free cash flow with current dividend yield of 3.3%.Teckwah is implementing a transformation plan which will provide near term and … Continue reading Teckwah Industrial Corporation (SGX:561) – Cheap Value Play, But Execution is Key
SATS Ltd (SGX:S58) – Short Term Headwinds, Long Term Potential
SATS Ltd (SGX:S58) is a leading provider of ground-handling and in-flight catering services primarily in Asia's aviation sector. Additionally, it offers food distribution and logistics, industrial catering, and other amenities for hospitality and government agencies. The company has three business segments: food solutions, gateway services, and corporate. It has partnerships with multiple airlines to provide … Continue reading SATS Ltd (SGX:S58) – Short Term Headwinds, Long Term Potential
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This is not a post about investing. The Roman philosopher Seneca once said, life is not short but long if we know how to use it – It is not that we have a short time to live, but that we waste a lot of it. Life is long enough, and a sufficiently generous amount has been … Continue reading Untitled
Let's Be Careful Out There Peeps
The China Coronavirus issue took a turn for the worse when Beijing decided to try and stop the spread of the virus by ordering a halt in public transport both in and out of Wuhan, Hubei. The situation will probably not be getting better for the coming weeks as the risk of the virus spreading … Continue reading Let's Be Careful Out There Peeps
Moneyball Series Part 3 – Impressions
Moneyball is somewhat similar to value investing where we buy assets with high earnings power or value for the least amount of money possible. I decided to start this series to look at some of the timeless lessons from Moneyball that are applicable to investing. I hope that you would have as much fun reading … Continue reading Moneyball Series Part 3 – Impressions
BRC Asia (SGX:BEC) – Set For Continued Growth
Admittedly, I was late to this party and I'm kicking myself for not noting the signs the past few months even when I'm working in this industry myself. It was only after reading BRC Asia (SGX:BEC)'s latest Annual Report that I realized the clues were right in front of me all along. 2019 was a … Continue reading BRC Asia (SGX:BEC) – Set For Continued Growth
Peabody Energy Corporation (NYSE:BTU) – My month-long love affair
Peabody Energy Corp (NYSE:BTU) is a pure play coal producer with assets in the United States and Australia. An acquaintance of mine first introduced it to me and I also realized that Harris "Kuppy" Kupperman also owns this stock. At first glance, this is a very cheap stock in terms of valuation. I'm also surprised … Continue reading Peabody Energy Corporation (NYSE:BTU) – My month-long love affair
My 2019 In Review
Haven't been writing a lot this month as I was spending my time doing tons of research on potential investments. However, as 2019 comes to an end, there is a need to do some sort of year end closing for my investment journey so far. So here it goes. Portfolio Review Thanks stockcafe for doing … Continue reading My 2019 In Review
Why I'm Saving Myself Till X'mas
So I bought myself a Xmas tree... It's not what you think. I apologize in advance for the headline appearing to look like a clickbait but, it's the first thing that came into my mind when I thought of writing about the Santa Claus Rally. If we remember what happened last December, it was bad. … Continue reading Why I'm Saving Myself Till X'mas
