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

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

November 19 Review – Pretty Good Earnings Season

Whoa, my portfolio on steroids. Earnings season came and went. Overall, I was pretty happy with the results of the companies I'm holding. There were a few surprises; Pacific Century(SGX:P15) declared another $0.055 dividend per share! Is Richard Li going all out to milk the company and the take it private after he's done? I … Continue reading November 19 Review – Pretty Good Earnings Season

Straits Trading (SGX:S20) – Value Unlocking Continues but…

Real estate company Straits Trading (SGX:S20) is valued by the company at a 44% discount to its net asset value of $3.66 based on its current share price of $2.07. If based on my RNAV calculation done in my previous post (see here), it would be trading at 43% of RNAV of $4.79. I decided … Continue reading Straits Trading (SGX:S20) – Value Unlocking Continues but…

Scorpio Tankers (NYSE:STNG) – IMO2020 an Upcoming Catalyst

IMO2020 is a upcoming catalyst that would boost tanker charter rates due to the rush to stock up on low sulfur blend fuels in ports worldwide. Combined with supply straining and demand picking up in a seasonally strong quarter, Scorpio Tankers (NYSE:STNG) could benefit from the industry's bullish fundamentals and share price could go higher … Continue reading Scorpio Tankers (NYSE:STNG) – IMO2020 an Upcoming Catalyst