Credit Bureau Asia Ltd, a leading player in SEA credit and risk information solutions market, is a wide moat resilient business. Here's why.
Pan United (SGX:P52) – A Concrete Investment
Pan United have strong cash generating ability, high dividend yield, low EV/EBITA and is profitable for the past 5 years. Here is my analysis of Singapore's leading ready mix concrete supplier.
How Same Store Sales Affect a Company’s Profits
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
Boustead SG (SGX:F9D) – Share Price Undervalued on SOTP Basis
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 (KLSE:0146) – New Start, New Growth
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 Grocery E-Commerce – The Fresh Food Wars
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 – 2Q21 Financial Results Analysis
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’s Listing Suspension – Implications
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
Oceanus (SGX:579) – Making a Splash and Ready for Next Stage of Growth
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) – To Benefit From Crazy Lumber Prices
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