Baker Technology: Strong balance sheet to help survive distressed and challenging petroleum industry.

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.

Imperium Crown: Proposed Divestment from core operations (twice in 2 years)

I’m not sure if any of you own shares of Imperium Crown, but I can imagine that it must have been a bumpy ride being a shareholder of this company. 2 years ago in mid 2014, the company then known as Communicating Design International Limited proposed divestment of its outsourcing and marketing business to venture into… Read More Imperium Crown: Proposed Divestment from core operations (twice in 2 years)

Here’s why retail investors should emulate Walter Schloss.

Many of you would know Warren Buffett as a billionaire investor and leading practitioner of value investing. Over the past decade, many have written articles, books, interviews on Buffett’s approach to investing. Due to Buffett’s overwhelming success and popularity, the work of other value managers becomes relatively unknown beyond the value camp. One investor in… Read More Here’s why retail investors should emulate Walter Schloss.

Hanwell Holdings: Will this strategic investor be catalyst?

Business Background Hanwell Holdings supplies provisions and household consumer products in Singapore, Malaysia, and China. The company operates through Consumer Businesses and Strategic Investments. Consumer Business engages in manufacturing, brand management, marketing and distribution of consumer goods and is organised into 3 main entities: Fast Moving Consumer Goods (FMCG), Franchise and Health solutions. Subsidiaries under… Read More Hanwell Holdings: Will this strategic investor be catalyst?

Sing Holdings: 43% discount to Net-Net Working Capital

Key statistics: Market Cap (SGD): 124,310 mil 52-week Low range: S$ 0.34-S$ 0.29 Rolling P/E: 3.03 Net Asset Value (SGD) : 62.9 cents Price to Book Value: 0.493 Cash per share (SGD) : 17 cents Total debt to Equity : 15% Net-Net Working Capital (SGD): Cash (100%) + Receivables (75%) + Inventories (60%) = 68,293 + (84,380… Read More Sing Holdings: 43% discount to Net-Net Working Capital

Simple guide to understanding the Cost Structure of a company

Deep Value stocks are cheap for a reason, these stocks are often plagued with operational problems. The common problems that these businesses faced are earnings and cash flow related. Hence, understanding the cost structure of a business is crucial in tracking earnings and cash flow. As a deep value investor, this gives you edge in… Read More Simple guide to understanding the Cost Structure of a company