Category: Uncategorized

This would be my last coverage for the company since I have divested in the company recently and thought I’d just finish the full year as part of the series. I’ll still be keeping a close look on the development of the company but unless I decide to get vested again, I won’t probably be…

If you had watched the movie “The Big Short” which is currently airing in theatre, you would have noticed that at the end of the movie, it quickly highlighted Bespoke Trance Opportunity as the next possible bubble to be burst which will cause another financial crisis greater than what we experienced in 2008. Some of…

We are early into the year so this is one concept which I wanted to reiterate again to readers on the importance of personal finance and not keeping up with the joneses. This strategy helps me a lot in my personal finance, especially in my younger days when everyone was partying away with their youth…

Many retail investors are usually not trained or equipped with the right skills to do analysis of a company. Because of this, they don’t usually draw an analysis of companies more in-depth than those analysts working in the sell-side. There may be an exception of one or two who does provide a balance view in…

I’ll pen a quick few thoughts about what I see in the current bear market environment. Most investors are aware by now that bear markets are part of investing in the stock market. This is partially because one of the more recent and worst bear market condition occurred not too long ago in 2008 so…

This is going to be a rather long post as I’ll be covering both the AGM and Q1 results released this evening.  I’ve been to FCT AGM 4 out of the last 5 years so I am pretty familiar with many of the faces around. Last year, I attended the AGM for FCOT which was…

This is my second consecutive coverage for the quarter for CCT which I am vested in. For the previous quarter, you can find them here. The trust reported their full year earnings this morning. CCT managed to record a 2.1% increase year on year on their distributable income, which translates into a 1.9% increase in DPU…

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. OCBC 5,000 7.95 39,750.00 12.0% 2. China Merchant Pacific 45,000 0.80 36,000.00 10.0% 3. ST Engineering 11,000 2.88 31,680.00 9.0% 4. Ho Bee Land 16,000 1.95 31,200.00 9.0% 5. Kingsmen 37,000 0.65 24,050.00 7.0% 6. Fraser Centerpoint…

The last time I have anything to do with Sembcorp Industries (SCI) was when I divested the shares last year back in April 2015 at a price of $4.84 (Link Here). Back then, my main concern was their increasing debt (consolidated) and weakening in their utilities function, along with the relatively fair (not cheap) valuation…

Keppel Corp has once been a darling blue chip for investors.   However, the recent news regarding oil glut has sent many O&G companies like Keppel and SembCorp down the spiral, so fast to the point that they were constantly dropping almost 5% to 7% every day until they form a new low. The stock…