Avarga Ltd (SGX:U09) is set to benefit from the huge spike in lumber price. Avarga Ltd is an investment holding company and its crown jewel is Taiga Building Products Ltd, a wholesale distributor of building materials in North America. Increase in homebuilding and renovation demand, combined with production cuts due to Covid-19, has caused lumber … Continue reading Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Category: Case Studies
HRnetGroup (SGX:CHZ) – 27-Year Proven Track Record of Growth
HRnetGroup (SGX:CHZ) has 27 years of proven track record to show that they will emerge stronger from this economic downturn.
BRC Asia Limited (SGX:BEC) – Looking Beyond FY2020
BRC Asia Limited (SGX:BEC) is one of the companies that were badly affected by the Covid-19 pandemic. With the construction industy picking up, we must be realistic with their short term prospects while we look at its potential looking beyond FY2020.
Herman Miller (NYSE:MLHR) – To Emerge Stronger after Covid-19
Herman Miller has set the course to emerge stronger from this crisis. I feel that it is an opportunity to invest in a high end furniture maker as they recover from Covid-19
Powermatic Data (SGX:BCY) – Still Picking Up The Cash Flow
Powermatic Data (SGX:BCY) just released their long awaited full year results after a 2-month time extension filed with SGX RegCo. Since Feb 2020, the Group released updates on their operations in Suzhou. In a nutshell, operations were halted on 3 Feb 2020 due to mandatory closure under the directive of the local government and has … Continue reading Powermatic Data (SGX:BCY) – Still Picking Up The Cash Flow
Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
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?
Aercap (NYSE:AER) – Will History Repeat Itself?
I would be exploring the downfall of AerCap's predecessor GPA and whether there are any similarities that Aercap could be facing now.
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