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Showing posts from June, 2016

My Initial (Unexecutable) Post Brexit Action Plan

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With the Brexit happening, everyone was expecting a bloodbath in all the global markets. It did happen for a while - but its only within foreign stock exchange.  For Singapore stock market, STI has actually rise for the last 3 days post Brexit event! The STI downturn in January is actually much worse! STI rises over the last 3 days! This results have actually confused me and makes me realise Mr Market is always Irrational ! I even had my watchlist ready and was ready to pounce when my target price is hit. Nevertheless, this never happen and all my targets stayed "green" and move further away from my target price. In the end, I sold some of my holdings in Singtel and M1 rather than attempting any purchases. (Do you want to know my targets? Join my 1st Sharing Session to know what's in my watchlist.) Anyway I believe its good to share how I did initially review my watchlist, so that we can follow this action plan everytime prior to a significant event ...

1st Sharing Session with T.U.B

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Dear Readers, I have decided to conduct a "1st Sharing Session with T.U.B" to fulfill 3 purposes: To spread the usefulness of Enhanced Triple S Scorecard - I believe it will come to better use for the user when I explain how the scorecard works and what each criteria meant. Assist readers to pick good fundamental stocks - With “ Brexit ” confirmed, the stock market will be in turmoil for at least the next 2 years. The economy is already in a weaken state, this will only add fuel to fire. Thus, I like to take this opportunity to spread my unique investment methods to the public to help the user to pick good fundamental stocks in future. To spread the awareness of T.U.B Investing Blog - With a successful sharing session, I believe more readers will know of my blog.  This will be my first attempt to do a sharing session with my readers. Although it is a paid session, I still hope you can support me and participate in this session. Basically I will be sharing ...

Brexit Consequences For Singapore Investors

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I have written about Brexit before it actually been confirmed yesterday. (But they are still within Euro 2016...) Then I realize every single soul has been talking about it on Facebook and blogs. Therefore, I will be echoing some of the views that I had read up which I think is important to the Singapore Investors: 1) Expect Volatility - STI falls 2.25% and Dow closes down 600 points. Expect the stocks to be in the red moving forward for the next week. If you are convinced your stocks have good fundamentals, then DO NOT SELL ON PANIC. If not, try to stay away from looking at the stock market the next week - Find a distraction, and currently Euro 2016 is a good one. 2) Look Out For Opportunities - Since the stocks will be in the red, re-look at your watchlist. If the stocks on your watchlist have hit your target price, go for it. Remember to BUY LOW. At least if you buy now, the price will not be at the highest. 3) Understand Your Stock Holding's Business and Det...

As The Brexit Drama Unfolds...

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While everyone is busy with talking about Brexit, I have been focusing on the other “Brexit” in the Euro 2016. (England, Wales, Rep of Ireland and North Ireland are in the Euro 2016.) I guess Euro 2016 came at the right time, keeping my mind off the stocks. For this month, I didn’t even bother about how my stocks move (although occasionally, I still look at each stock update on a weekly basis). But looking at the recent focus on Brexit, I will like to give you my two cents worth on this issue. In my opinion, it didn't matter if Britain exit or remain in the Euro Zone because if you have confidence in the fundamentals of your stocks and are in for the long haul , you should not worry. Everything will most probably revert back to status quo again once Britain sort of the consequences of its decision on 23 Jun 2016. However, if you can’t sleep at night because of the way you trade/invest, then regardless of the decision of Britain, you will still have a bad sleep. Find out...

PNE Industries Ltd - Bumper Dividend Ahead

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This update is long overdue. PNE Industries Ltd has released their half year financials on 12 May 2016 and their share price rocketed up. Rise In Share Price You can read about my initial write up on PNE Industries Ltd here . Since it was initially a stock that passed the Triple S Scorecard, I also did a review using the latest financials on the Enhanced Triple S Scorecard. The results is as per below: Based on the Enhanced Triple S Scorecard: PNE Industries Ltd passed the Enhanced Triple S Scorecard without much difficulty. Despite my capital gains, I am not still not selling… Passed the Enhanced Triple S Scorecard – If you have been following my posting, you should understand that Enhanced Triple S Scorecard is much more difficult to pass than the initial version. Thus, by passing the enhanced version of the scorecard without much difficulty, this speaks volume of the stock’s balance sheet strength and cash generation ability. Sold their loss-ma...

Another Request from Reader - Vibrant Group Limited

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Although I have been holding Vibrant Group Ltd for some time, but I didn't really find time to write about it. So since there is a request from one of the readers, I shall do my write up on Vibrant Group Limited. As indicated in my portfolio , I don't only focus on 1 way of investing. Other than stocks that passed the Triple S Scorecard, I also invest in dividend stocks, blue chips and deep value stocks. Vibrant Group Limited falls into the category of deep value stocks. Deep Value Investing is totally different from my Triple S Scorecard investing. I focus solely on the significant Discount to Net Asset Value and Business Model . Anyway Vibrant Group Limited satisfied the criteria at that point and so I decided to invest in it... Profile In Short Vibrant Group Limited was formerly known as Freight Links Express Holdings Limited, and changed its name to Vibrant Group Limited in November 2013 to reflect the Group’s new core business activities and to ...

TTJ Holdings Ltd - Another Great Quarter

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TTJ Holdings Ltd has just released their third quarter financials for 2016 and it was a pleasant surprise. Revenue jumped 61% and Net Profit jumped 138%. These figures were amazing for a construction firm in this kind of economy. I have always been emphasizing how awesome this company is and you can read it here . It remains one of the stock that passed the Triple S Scorecard and the enhanced Triple S Scorecard at the time when I invested in it. Now, with its latest financials, TTJ Holdings Ltd still continues to pass the enhanced Triple S Scorecard with flying colours. Based on the Enhanced Triple S Scorecard: I will not be talking about why it is so great as I have already stated in the previous posts. Additional pointers can be found from the discussion in valuebuddies . What are still the question marks?  The 2 questions of whether the company is able to keep up with the dividend and the future of its "Cash Cow" dormitory remains.  In Short ...

Best World International Limited - A Lesson In The Making

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Just like to highlight the recent share price dropped for Best World International Limited. Profile: Best World International Limited is a company that develops, manufactures, and distributes skincare, personal care, nutritional, and wellness products worldwide. The company operates through Direct Selling, Export Sales, and Manufacturing/Wholesale segments. It is basically a MLM company (similar to that of Amway) that sell personal care products through direct sales channels. They have expanded their presences to many other countries recently. There are lots of discussion on Valuebuddies on this stock recently. What Happened? During the last 2 days, the price has dropped from the peak of $1.450 per share to almost $0.900 per share, then it returned back to $1.135 per share on Friday. The Changes In The Share Price Over 5 Days I don't really know the real reason for the drop in share price. But it could be related to its latest announcement of the queries in SGX...

Do Survey For Spare Cash?

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Hi Readers, I am writing this short post after reading B's recent post . I commented that I knew the people doing these surveys and could get "lobang" for those interested in doing these surveys for some spare cash. I regularly receive this email on a monthly basis Then a few of the FB friends started asking me. Thus, I started wondering "I maybe able to help my readers who are interested as well". Therefore, I will be consolidating a list of emails to the coordinator for them to forward future surveys. If you are interested, please contact me on FB or email me directly. In the meantime, please like my facebook page as well - T.U.B Investing . PS: I am not earning any fees from this service. Just helping. 

A Request From Reader - Singapore Airlines Ltd (SIA)

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A reader recently asked about my comments about "Singapore Airlines Ltd" (SIA) and whether it is worth to collect at $10.60? (As of today, it is $10.65.) So here are my comments:  1. Business dependent on tourism and economy - Recently my boss went overseas for work and took SIA. She commented she was very worried about the economy, because when she took the business class and there was almost no-one. Do note that this was a Friday night, which usually will mean the business class will be packed. To her this is the barometer of our economy - Less people taking business class meant that the economy will be getting worse. In this context, you can also use this as an estimate of the future of SIA business. 2. Fixed assets which are mostly planes - Although planes are fixed asset with a resale value, but the actual number of buyers are limited and thus, planes are not easy to sell off. In this situation, this meant that if SIA intend to sell any of their planes to get so...

Bukit Sembawang Estates Ltd – The Giant Has Awaken!

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Bukit Sembawang Estates Ltd has recently release their latest full year 2016 financials. I have shared previously in 2 separate posts why I invest in this company. Upon release the financials, the share price has jumped from 4.44 to 4.77 within 5 days – Awakening the Giant! So let’s review what was stated in the latest financials: -           The company has decided to keep to their aggressive dividend policy (YESHHH…33 Cents per Share) despite net profit dropping significantly. -           The company balance sheet continue to remain debt-free. -           Today’s price of 4.660 is still below its Net Current Asset Value by more than 5%. So Although I made gains but I am keeping and not selling because… 1. Debt-Free – It still remains one of the developers in Singapore that do not have any debt in its balance sheet. T...