On 30 September 2019, United Global (SGX:43P) announced that Spain's oil major Repsol (BME:REP) will purchase a 40% stake in one of their subsidiary, United Oil Company, for up to US$46.5mil. While selling a huge stake in their core business does not sound like good news, I felt otherwise. After understanding Repsol's ambitions in the … Continue reading United Global (SGX:43P) – Taking off with Repsol (BME:REP)
Author: themosspiglet
September 19 Review – Big Win for REITs
September came and flew past. Events, both life and work, stacked up so closely that everything seemed to happen so fast. I had my 2 weeks reservist and it felt like a much needed vacation. The low point is when I had to fork out $2k for my car repair cost and my root canal … Continue reading September 19 Review – Big Win for REITs
The Difference Between a Good Investor and a Great Investor
Anyone can be an investor. Select a strategy, approach, strategy or model and put in your money to create your portfolio. Depending on the performance, you may get returns that beat whatever index you bench-marked your portfolio against and be considered a "good" investor. But what does it takes to be elevated into "great" status … Continue reading The Difference Between a Good Investor and a Great Investor
Okamoto Industries (TYO:5122) – The Quiet Innovator
Say, what's the most expensive condom selling in Lazada.com? A quick search revealed the one product that beats the rest hands down. Snapshot from Lazada.com There we have it. Okamoto's Zero One, arguably the world's thinnest condom yet, is the most expensive selling at about $5 per condom (box of 3) while the rest ranges … Continue reading Okamoto Industries (TYO:5122) – The Quiet Innovator
Moneyball Series Part 1 – Get on Base
I watched "Moneyball" back in 2014 and was fascinated by it even though I'm not a baseball fan. The film, adapted from the book by Michael Lewis, is based on the true story of how the Oakland Athletics upended baseball by shunting tradition and putting their faith in the numbers. In doing so, the A's … Continue reading Moneyball Series Part 1 – Get on Base
Jumbo Group (SGX:42R) – Workable, Scalable
The first time I had the famous Chili Crab by Jumbo Seafood was at their Dempsey Hill outlet. Imagine my surprise when I saw that their restaurant is packed on a Tuesday night. Even when we left the premises at 10pm, it is still relatively full, mostly tourists. As I dug deeper into the company's … Continue reading Jumbo Group (SGX:42R) – Workable, Scalable
So Long, August
Today marks the end of August 2019 and wow, it has been one of the most volatile month for stocks that I've seen. The direction of the market is overly reliant on presidential tweets and demonstrations in Hong Kong. The biggest news in SGX would probably be the missing Yangzijiang CEO incident, which sparked a … Continue reading So Long, August
3 Reasons Why You Should Read Annual Reports
A policeman sees a drunk man searching for something under a streetlight and asks what the drunk has lost. He says he lost his keys and they both look under the streetlight together. After a few minutes, the policeman asks if he is sure he lost them here, and the drunk replied, "No Sir, I … Continue reading 3 Reasons Why You Should Read Annual Reports
The Decision – 3 SGX-listed stocks that could be affected by Jokowi’s move to Borneo
Just like Lebron James revealing his "Decision" to take his talents to South Beach to play with the Miami Heat, Jokowi's administration announced yesterday that they will be moving the country's capital from Jarkarta to Borneo island's East Kalimantan province. Lebron James makes his "Decision" live on ESPN in 2010. What will happen to Jakarta? … Continue reading The Decision – 3 SGX-listed stocks that could be affected by Jokowi’s move to Borneo
How to Catch A Knife
It was 2016, right in the middle of the China liquidity crisis. The poor investment sentiment that time was also aided by low oil prices. DBS (SGX:D05) reported poor financial results, mostly due to provisions made for loans to O&G companies. Everyone got worried that another financial crisis is here again. The stock price has … Continue reading How to Catch A Knife
