Tag: undervalued

Powermatic Data (SGX:BCY) – The Right Place at the Right Time

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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

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

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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

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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

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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

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

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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

Spindex Industries (SGX:564) – 3Q 2019 Results at a Glance

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Spindex Industries (SGX:564), one of the companies that we've covered recently, has just reported their financial results for 3Q19. Here's a summary of their results. Satisfactory Performance Spindex reported 2% decline in their turnover from $38.1 million in Q3 FY2018 to $37.4 million in Q3 FY2019. This is due to challenging business conditions in Q3 … Continue reading Spindex Industries (SGX:564) – 3Q 2019 Results at a Glance

Haw Par (SGX:H02) – 1Q2019 Results at a Glance

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Haw Par Corporation Ltd released their first quarter results for FY2019 on 8 May 2019. Here's a short review of their performance for this quarter to see what are the changes since our post on their analysis (see link below). https://themosspiglets.com/2019/04/19/haw-par-group-a-simple-analysis/ Postives 1Q earnings up 14% to $22.1 mil on higher revenue Haw Par earnings … Continue reading Haw Par (SGX:H02) – 1Q2019 Results at a Glance