I was highlighted from a fellow blogger, Richard from Invest Openly regarding the upcoming healthcare related IPO which will be listed in the Catalyst. Many people are comparing this against related healthcare Raffles Medical which are now trading at around 30x PER. For me, I’d see this more towards the proxy of Cordlife, since they are in…
Author: B
Chinese Stock Market Irrational Exuberance
It was only a month ago that I last written an article on the China stock market (article here). Back then, I mentioned how the dragon has risen from 1,900 all the way to 3,700. The index is now at 4,800 and everyone is predicting it will only a matter of time before it reaches…
“May 15″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 72,450 1.06 76,800.00 25.0% 2. Vicom 8,000 6.00 48,000.00 16.0% 3. Fraser Centerpoint Trust 10,000 2.12 21,200.00 7.0% 4. Nam Lee Metals 70,000 0.30 21,000.00 7.0% 5. Fraser Commercial Trust 11,000 1.57 17,270.00 6.0%…
Recent Action – Vicom Ltd
Following my post earlier this month (here) on Vicom’s Q1 FY15 result, the share price has dropped and I took this chance to accumulate by purchasing 2,000 shares at a price of $5.96. I don’t have too much to update regarding the nature of the business that I have written on previously, so this is…
What About 2nd Chance At This Price Now?
The share price of 2nd Chance has been in severe declining phase since its last failed execution of spinning their properties into Reits. The last time I blogged about this was back in January this year when the share price declined fiercely to the news that it went down from $0.45 to as low as…
Redefining The Conventional Definition of Success
Success in the capitalism society is often defined as one who manage to captivate through material possessions and titles. This is not surprising in the first place. Capitalism is often closely associated with economic growth and has often been criticized for its underlying focus on profits and how these ultimately lead to income inequality where…
Thoughts On Fraser Centerpoint Ltd – 3.65% Bonds – Part 2
This is the second series on the FCL retail bonds which seems to be a very hot topic these days. For the first part, you can view my previous article here. The prospectus did show a bit more information on what we need to more as a bondholder and one of those is to ascertain whether…
Nam Lee Metals – H1 FY15 Results & Thoughts
Not too long ago, I’ve written a post regarding buying into a position in Nam Lee Metals which you can view here. The investment thesis remains largely the same but thought that I will update the tables for those who are interested since they have announced their half yearly results this evening. B’s customized financial overview…
Thoughts On Fraser Centerpoint Ltd – 3.65% Bonds
There seems to be a lot of investment vehicles coming up recently attracting investors to park their money with. Not long ago, we have the structured UOB and revised OCBC deposit, then the Singapore Savings Bond (SSB) and more recently the FCL Retail Bonds offering attractive rates at 3.65% for a maturity period of 7…
Vicom Q1 FY15 – An Epic Wave Of Carmageddon Coming?
Vicom has released its first quarter results for the new financial year and investors were waiting anxiously regarding recent news of carmageddon surrounding more deregistration of cars in the next few years. I’ve made a couple of blog posts in the past about the company so i will not repeat too much into the details….