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
Tag: investing
My 2019 In Review
Haven't been writing a lot this month as I was spending my time doing tons of research on potential investments. However, as 2019 comes to an end, there is a need to do some sort of year end closing for my investment journey so far. So here it goes. Portfolio Review Thanks stockcafe for doing … Continue reading My 2019 In Review
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
Moneyball Series Part 2 – Doubt
Moneyball is somewhat similar to value investing where we buy assets with high earnings power or value for the least amount of money possible. I decided to start this series to look at some of the timeless lessons from Moneyball that are applicable to investing. I hope that you would have as much fun reading … Continue reading Moneyball Series Part 2 – Doubt
Switching Stances
In boxing, switching stances during a fight is a high risk high reward move; it could throw off your opponent, or it could leave you vulnerable. Just like my style of investing, recently I've felt like I've switch from searching for "cream of the crop" and resilient value stocks to a more deep value one. … Continue reading Switching Stances
Powermatic Data (SGX:BCY) – The Right Place at the Right Time
When I first invested in Powermatic Data, what I saw was a company with huge margin of safety with its cash hoard and properties. If you ask me then, what does it do, I would probably say "they have something to do with modems". That was almost 3 years ago. Today, Powermatic Data is a … Continue reading Powermatic Data (SGX:BCY) – The Right Place at the Right Time
Trick or Treat! – October 19 Review
Another busy month for me. Overall, not a very smooth month for me. hit a couple of snags at work. Sub-contractors facing cash flow problems and my company have to bail them out a few times. We are still trying very hard to tender for new projects but the construction landscape is so competitive now, … Continue reading Trick or Treat! – October 19 Review
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
