This will be a quick update on the portfolio as I added 3,000 shares of UOL at a price of $7.04. I added this company right after the cooling measures was announced a couple of days ago, which I believe has brought the sentiments of the market into a different direction. Hence, this purchase was…

Bruce Greenwald is one of the renowned professor of finance at the Columbia University and is personally one of my favorite personnel. Back late in Dec 2014, I’ve read books about him and tried to understand and replicate his financial modeling of the Earnings Power Value (EPV) method in great detail. You can read my…

There’s a new IPO in town and it’s not any stranger to most neighborhood folks who have heard of the brand. Kimly Limited is inviting man on the street to become part of the shareholders by opening a total of 173,800,000 new shares which comprises of 170,000,000 placement and 3,800,000 public tranche at an offer…

Ascott Residence Trust announced that it is undertaking a renounceable rights issue to raise a gross proceeds of $442.7 million to make an acquisition of 3 properties. The rights was issued at 29 units for every 100 existing shares at a price of $0.919, which is a 21.5% discount from the last traded price of…

These days I have been focusing my time on teaching my son things that he needs to learn at this stage. On days when I am working from home or on leave, I would walk him to school as it is only opposite our home. One of the important things I started teaching him was…

All my companies have finished reporting their earnings which means I can already tabulate my dividend income figure for the quarter. Dividend income has been one of my main objective I wanted to achieve for this year because in the past the strategy I took was rather different than what I had done in recent…

Ireit Global announced their full year results expectedly much better with a 20.8% yoy increase in the DPU to 6.33 cents for FY16. At the current share price of 75 cents, this represents a dividend yield of 8.5%. Do also note that from FY17 onwards the management can exercise their discretion to distribute up to…

Kingsmen announced their full year results late yesterday night which was anticipated to be bad. In my Q3 review, I anticipated their nopat to come in at $11 million by putting an assumption of 3.5% net margin based on the order book the company revealed. I was not far from that as the nopat comes in…

Kyith wrote a good piece of information this morning (Link Here) regarding segregating the difference between balance sheet and cash flow/cash and connecting the dots between how we look at company the same way we tend to shape our very own lifestyle and finances. After reading the article, I am tempted to look deeper into…

I’ve been on a rather buying spree this month. I think I needed to review my cash balance all over again to see how much I have left. I added Comfortdelgro this week by buying 11,000 shares at a share price of $2.43 (5,000 shares) and $2.41 (6,000 shares) on two different tranches. This is…