Nordic Group Limited (SGX:MR7) is a global solutions provider in areas of System Integration, Maintenance, Repair, Overhaul & Trading, Precision Engineering, Scaffolding, Insulation Services and Petrochemical & Environmental Engineering Services. In 2020, they are hit by a number of issues relating to Covid-19 such as the extended closures of the Group's operations in China and … Continue reading Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
Category: Case Studies
Aercap (NYSE:AER) – Will History Repeat Itself?
Aercap is currently facing one of its biggest crisis ever, along with the aviation sector. Investors are pricing the company at bankruptcy as its base case. It is interesting to note that Aercap, like a phoenix, was born out of the ashes of the largest commercial aircraft sales and leasing company which collapse as a … Continue reading Aercap (NYSE:AER) – Will History Repeat Itself?
Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up
Aercap, one of the largest airplane lessor company in the world, has seen its stock price decimated by almsot 60% as the Covid-19 epidemic takes a toll on the air travel and tourism industry. Aercap's is facing the biggest challenge ever faced and priced as if all of their customers, the airline companies, are going … Continue reading Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up
The Other Yellow Metal Part 2: A Coming Supply Crunch
This post is an update on my investment in the uranium space. For my bull case, you may refer to my previous writeup on https://www.drwealth.com/the-other-yellow-metal-why-uranium-could-be-the-trade-of-the-next-decade/ Recap Low Uranium prices since the Fukushima incident has left the producers no choice but to start cutting production by closing mines in an attempt to increase the price. This … Continue reading The Other Yellow Metal Part 2: A Coming Supply Crunch
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
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
Keck Seng Investments (HK:0184) – Not Just Another HK Property Play
Keck Seng Investments (HK:0184) is a investment holdings company listed in the Hong Kong stock exchange. Before you close this tab thinking that it is another one of those Hong Kong property plays taking advantage of the unrest and decreasing property prices, well, it it not. Keck Seng Investments owns and operates hotel properties in … Continue reading Keck Seng Investments (HK:0184) – Not Just Another HK Property Play
Powermatic Data (SGX:BCY) – The Right Place at the Right Time
When I first invested in Powermatic Data, what I saw was a company with huge margin of safety with its cash hoard and properties. If you ask me then, what does it do, I would probably say "they have something to do with modems". That was almost 3 years ago. Today, Powermatic Data is a … Continue reading Powermatic Data (SGX:BCY) – The Right Place at the Right Time
