Aercap (NYSE:AER) – Will History Repeat Itself?

Aercap is currently facing one of its biggest crisis ever, along with the aviation sector. Investors are pricing the company at bankruptcy as its base case. It is interesting to note that Aercap, like a phoenix, was born out of the ashes of the largest commercial aircraft sales and leasing company which collapse as a … Continue reading Aercap (NYSE:AER) – Will History Repeat Itself?

Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up

Aercap, one of the largest airplane lessor company in the world, has seen its stock price decimated by almsot 60% as the Covid-19 epidemic takes a toll on the air travel and tourism industry. Aercap's is facing the biggest challenge ever faced and priced as if all of their customers, the airline companies, are going … Continue reading Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up

The Other Yellow Metal Part 2: A Coming Supply Crunch

This post is an update on my investment in the uranium space. For my bull case, you may refer to my previous writeup on https://www.drwealth.com/the-other-yellow-metal-why-uranium-could-be-the-trade-of-the-next-decade/ Recap Low Uranium prices since the Fukushima incident has left the producers no choice but to start cutting production by closing mines in an attempt to increase the price. This … Continue reading The Other Yellow Metal Part 2: A Coming Supply Crunch

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

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