Warren Buffett repeatedly emphasizes that an investor must invest into a company that offers a durable competitive advantage. Any company that has a durable competitive advantage is likely to be able to maintain its profitability over a long period of time. Businesses that possess at least one factor of Porter’s 5 forces model would possess a competitive advantage. For example,… Read More Would Warren Buffett Buy This SGX-Listed Stock?
Record delivery of 20 vessels in 2Q18. Group revenue of RMB 7.9bn was 60% higher than expectations. 2Q18 net profit of RMB 994m exceeded forecast. Shipbuilding margin of 21% was broadly in line with expectation. Therewere 10 large vessels that were part of the delivery. Earnings were also boosted by some one-offs – RMB 101m… Read More Yangzijiang: Exceeds Expectations
Since my previous post in November 2016, Hanwell Holdings has since plunged into deep value territory again. Its share price has been on a roller coaster ride – rising 63% from $0.245 to a high of $0.4 thereafter plummeting 50% to $0.205. There was no major announcement reported prior to the rally in 2017 and in… Read More Hanwell Holdings: 40% discount to NCAV with promising growth
Singapore has transformed itself from a third world economy to first in the last 40 years. With no resources, we progressed to be one of the most highly developed free-market economies in the world. Our success was well documented and we were part of the Four Asian Tigers, a group of highly developed economies, along… Read More How does an ageing population affects the Singapore economy? 6 sectors to ‘hedge’ yourselves against it.
Background Yangzijiang (YZJ) operates through shipbuilding, investments and trading activities. It produces a range of commercial vessels, such as containerships, dry bulk carriers, oil tankers, and liquefied natural gas (LNG) carriers. The company also engages in the production and processing of steel structures. In addition, it facilitates the sale and export of ships for the… Read More 5 reasons why Yangzijiang is a bargain
So you’ve probably heard of the saying “make money work harder for you”? You want to start generating passive income through stock investing… Or grow your investment portfolio for retirement needs. You’re eager to begin but it seems like a daunting task, there is so much information out there and you don’t have any idea… Read More Beginner’s Guide To Investing In SGX Stocks
“Diversification is protection against ignorance” – Warren Buffett “Diversify. In stocks and bonds, as in much else, there is safety in numbers.” – Sir John Templeton Don’t put all your eggs in one basket, diversify? Or… Put all your eggs in one basket and watch them closely? Which advice should you listen to? … Read More Diversification vs Concentration: The Great Debate.
It is widely known that US stock markets are on record highs on the back of Trump-inspired ‘reflation trade’ and leading the pack are ‘FANG’ stocks an acronym for Facebook, Amazon, Netflix, Google, the most popular and high performing tech stocks in recent years. The sentiments at home in Singapore are not quite jubilant as… Read More How attractive are Singapore stocks? – Global Stock Market Valuation
Baker Tech is in strong position to survive the challenging landscape ahead in the Oil and Gas equipment services sector. $128 million in cash with no debt, stock price trading at discount to Net Current Asset value. With $130 million market cap, Baker Tech is trading on multi year lows as the industry goes through… Read More Baker Technology: Strong balance sheet to help survive distressed and challenging petroleum industry.
Be it in investing, fitness, career or health, it is important to clearly define our goals and breaking it down into actionable objectives. I’d like to share the investing ritual that I do annually at the beginning of each quarter, the objective of this exercise is to understand the current situation in your portfolio… Read More 5 simple steps to review your portfolio.