Haw Par Group (SGX:H02) – A Simple Analysis II

I covered Haw Par Group back in 2019. Hence I think it is time to revisit this company which is trading at multi year lows.

Peabody Energy Corporation (NYSE:BTU) – My month-long love affair

Peabody Energy Corp (NYSE:BTU) is a pure play coal producer with assets in the United States and Australia. An acquaintance of mine first introduced it to me and I also realized that Harris "Kuppy" Kupperman also owns this stock. At first glance, this is a very cheap stock in terms of valuation. I'm also surprised … Continue reading Peabody Energy Corporation (NYSE:BTU) – My month-long love affair

Pacific Century Regional Developments (SGX:P15) – The Peculiar Case of PCRD

PCRD (SGX:P15) is an investment holding company with interests in telecommunication, media, IT solutions, logistics and property development and investments. You know it is just a holding company when they only have the corporate information and investors' relations in their website, nothing more. Business Overview Its crown jewel is its 22.72% stake in PCCW (SEHK:0008). … Continue reading Pacific Century Regional Developments (SGX:P15) – The Peculiar Case of PCRD

Okamoto Industries (TYO:5122) – The Quiet Innovator

Say, what's the most expensive condom selling in Lazada.com? A quick search revealed the one product that beats the rest hands down. Snapshot from Lazada.com There we have it. Okamoto's Zero One, arguably the world's thinnest condom yet, is the most expensive selling at about $5 per condom (box of 3) while the rest ranges … Continue reading Okamoto Industries (TYO:5122) – The Quiet Innovator

OKP Holdings (SGX:5CF) – This, Too, Shall Pass

In Singapore's rather small infrastructure construction landscape, there are few market leaders that are well known throughout the industry. You have KTC for earthworks, CSC/Ryobi Kiso for bored piling, Yongnam for steel construction etc etc. For roadworks, we have Or Kim Peow Contractors (OKP). OKP Holdings Limited and its subsidiary corporations are a leading infrastructure … Continue reading OKP Holdings (SGX:5CF) – This, Too, Shall Pass