How Are You Feeling?

Tough times are here, and it is hard for individual investors like us to keep a cool head. Money is moving in and out of the markets so fast, causing huge swings up and down and all we can do is watch and hope it settles down soon. STI Index this week Overall, I feel … Continue reading How Are You Feeling?

Union Gas Holdings Limited (SGX:IF2) – Under-appreciated Cash Flow Machine with 7.5% Yield

Union Gas Holdings Limited (SGX:IF2) has reported an increase in profits for FY19 and ended the period with $6.8 million of free cash flows.The double digit growth in revenue and profit is due to the incorporation of their commercial LPG business and it can have a positive impact on Union Gas's future earnings.The COVID-19 will … Continue reading Union Gas Holdings Limited (SGX:IF2) – Under-appreciated Cash Flow Machine with 7.5% Yield

Pacific Century Regional Developments (SGX:P15) – Dividend Recapitalization… a nicer term for cashing out

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

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