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

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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…

CNMC Goldmine (SGX:5TP) – Time to Shine Again?

Gold's rally in 2019 is not showing any signs of abating, with prices climbing to fresh highs amid uncertainty in global markets. I've decided to take a look at CNMC Goldmine to see if there are any investing opportunities. Company Background CNMC Goldmine Holdings Limited is a Singapore-based investment holding and management company. The Company … Continue reading CNMC Goldmine (SGX:5TP) – Time to Shine Again?

Straits Trading (SGX:S20) – Multiple Growth Platforms in this Deep Value Play

I hate debt. Mainly because I have seen lots of company collapse due to poor debt management. Straits Trading was one company which I used to avoid due to its low equity to debt and cash to debt ratio. However, looking away from all that, I feel that this is a company with lots of … Continue reading Straits Trading (SGX:S20) – Multiple Growth Platforms in this Deep Value Play

Vicom (SGX:V01) – The Most Buffet-esque Company in SGX?

What are some of the qualities in a company that Warren Buffet is known to seek? Well, there is durable competitive advantange, positive free cash flow, high return on equity and of course, he like companies with high enough earnings yield that appear to be trading at a good price. Listed on SGX, we have … Continue reading Vicom (SGX:V01) – The Most Buffet-esque Company in SGX?

PNE Industries Ltd (SGX : BDA)- Too Cheap to Ignore

Listed on SGX since May 2000, PNE Industries is a manufacturing company that is active in two segments; Contract manufacturing & Trading of emergency lighting equipment. This is a company that is cash rich, has a history of paying handsome dividends, profitable, strong cash flow generation and trading at a discount to its net current … Continue reading PNE Industries Ltd (SGX : BDA)- Too Cheap to Ignore