Using Sheng Siong as a Case Study, I will be going through the concept of “Same Store Sales” and how it affects a company's profits
On a SOTP basis, Boustead is undervalued with fair value at $1.45 per share, an upside of 85% from current levels. Investors who own the stock in the long run should do quite well.
JF Technology Berhad is set for explosive growth. Having Huawei as a strategic partner bodes well for the company as they will be able to gain access into the China market. The increasing demand for semiconductor chips is also positive for their business.
China's grocery e-commerce was one of the business segments that saw strong demand during the Covid-19 outbreak. I will be exploring why grocery e-commerce is so exceedingly popular in China, how the landscape has evolved and what are the challenges in this industry.
Alibaba Group announced their financial results for 2Q21 on 5 November 2020. After looking through their financial reports, here are some of the key points.
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
Oceanus is showing long term growth potential and is on track to achieving its vision of creating a synergistic aquaculture ecosystem with a focus on food security and safety. This is my analysis of the company
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
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
Contango is a situation where the futures price of a commodity is higher than the spot price. Brent and U.S. crude contracts were deep into contango as oil prices lost as much as a third of their value after Saudi Arabia signalled it would hike output to win market share. The Oil Sell-off Fears of … Continue reading Oil Contango