One of my goals for 2015 was to launch a mystery project to be completed by this year. Back then, I was not sure if this was going to be successfully launched and implemented by this year as I was busy completing my MBA program. There were also simply too many unknown factors and draggy…
Author: B
Recent Action – Building Up Some Cash Position
In the recent years since I started investing, I have managed to gain quite a fair bit on the return of my equity portfolio from the assistance of a running bull market. Even though this was partially achieved through hundreds of hours of thorough monitoring and research into companies which I think are worth investing,…
“Feb 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 69,000 1.06 73,140.00 25.0% 2. FraserCenter Point Trust 30,000 2.03 60,900.00 21.0% 3. SembCorp Industries 10,000 4.26 42,600.00 15.0% 4. Vicom 6,000 6.58 39,480.00 14.0% 5. Mapletree Greater China Commercial Trust 20,000 1.03 20,600.00…
Valuation Thoughts on Sembcorp Industries – Part 2 (DCF vs EPV Analysis)
Following up on the recent full year results which I have blogged on my thoughts here, it’ll be interesting to update the valuation methods which I have done a couple of months ago (here) to see where it stands now that we have a more recent FY14 results to input. Previous DCF Analysis Just to give…
Dividend Income Updates – Harvesting the Fruits in 2015
It seems almost just a couple of blinks ago that we celebrated Christmas and get everyone setting down their resolution for the new year. Unconsciously, we are already into the second month of the year and soon we will be heading into the third month. Friends and readers of my blog would know that I am a…
Sembcorp Industries FY14 Results and Thoughts
Sembcorp Industries have recently announced their full year results for the financial year ended 2014 and you can view the results on their website which I will not repeat and go through in detail here. I just wanted to focus on a few details which I am looking out for. 1.) Utilities by Segmental I’ve…
Design Studio – A Stock with 13.8% Dividend Yield Play
Design Studio, one of Singapore’s leading premier furniture manufacturer with core businesses in furniture and interior fittings, announced its full year results recently. They may not have an extremely popular household brand name that you often hear on the street, but you may want to take notice of this company given its strong earnings and…
Joie Restaurant (by Dozo) – A Real Value for Money
As a financial blogger and a secret food explorer myself, there is one common attribute that I am always on the lookout. That attribute is Value. I have tasted plenty of great food with great ambience in my life, but they usually come at a high price to it. It is rare that I find…
The (In)Sanity about the Bellcurve System
It is the time of the year again when I had to undergo the appraisal for my KPI objective for last year. I just completed mine recently and it was a fairly straightforward process. No politics, no suggestion and no comments. Sign-off and get done with. The yearly appraisal is not a stranger to most working employees out there. Every year at around…
LMIRT FY14 Results – Why are the numbers looking better?
LMIRT has just announced their full year results this morning and it appears that the fourth quarter is doing pretty well. Sillyinvestor has done a very good job dissecting the figures especially for the projection of the newly acquired Kemang figures so I will just cover it very briefly. There are 3 things that basically I wanted…