T.U.B Investing

Just saw this article on Straits Times with the headline, "ABSD deadline fast approaching, but developers stay cool" . Thus, I felt that it is good to find out who are the developers of these properties. After all, I do have numerous developers in my portfolio (most probably will do an update on my portfolio soon) and hopefully none of the properties belong to the developers I have. Another reason to list out these developers is to find out who they are and understand what are the various tactics they will take on. These tactics that they take on may positively or negative impact their share prices. This may then lead to opportunities for me to "pound" on. Some of the tactics we have encountered developers to engage in, in order not to pay ABSD or Qualifying Certificates Charges, are as follows: - Delisting - Selling to a Singapore Subsidiary - Selling to its parent company - Bulk Sales As per Straits Time Article Bartley Ridge - City Developments...

Update on 29 Nov 2016: Just realise as per 26 Sep 2016 there was an off-market transaction for Star Attraction Limited of 4.47M of shares at 1.455. Privatisation is highly possible. Previously, I had said that through the InvestingNote platform, I was able to find a gem from one of the thread discussion. I had also talk about this company in another of my previous post . This company is Wheelock Properties (Singapore) Limited . In the past, I was very skeptical about this company as its ultimate shareholder, Wheelock and Company Limited, is located in Hongkong. I had some bad experience of holding listed entities (Top Global Ltd) with overseas parent company before. Thus, I was not ready to take the plunge then. It was after some deep analysis and numerous reading that I decided to invest in this company. Do note that this is not part of my dividend series. Profile In Short (Directly taken from Company's website) ...

If you have read about my previous post about changing plans , I have finally did it.   I had CLOSED all my positions in my portfolio that was involved in the deep value strategy.   I have always emphasize that this is a high risk, high return strategy. However, during such bad times, I came to a realisation that eventually all the stocks in SGX will be in deep value. In that situation, will you rather buy a deep value penny stock or a deep value blue chip? After all, once STI reach lower grounds, blue chip will soon become "blue cheap*".   *Just to digress a bit, some of the reasons I read that explain why Blue Chips becoming Blue Cheap are that: Funds maybe exiting Singapore to go back to USA after Trump won, maybe due to the high possibility of protectionism of USA Businesses. There could also be margin call from the banks and investors were made to force sell some of their positions. Anyway, back to the topic, I di...

Recently, I have been using InvestingNote actively, much more than Facebook. I was initially very skeptical about InvestingNote, thinking it was just another website/app about stocks flooding with investing/trading courses and news. But how wrong I was? Ever since I started using InvestingNote, I realised I have spent much lesser time on Facebook. It has currently become the most active application on my phone. There are quite a few reasons why I like InvestingNote, but here are 2 reasons and I will leave you to find out the rest. 1. InvestingNote has a great interactive community. I am able to find new conversations created on a daily basis. Everyone is ready to interact with one another. There are also very interesting and informative chat threads created, such as one which everyone will provide the counterparty in their trades. It was in one of this threads that I found another GEM that I have invested in recently! (Will write about it soon)...

Update 17 Nov 2016: Please note that as per Scorecard comparison below, Amara Holdings Ltd should deserved a "yellow cell" for having the lowest Last 12 Months PE. Thus, this will basically change the Fraser Centrepoint Ltd from 5 yellow cells to 4 yellow cells - Which Meant the company is no longer the BEST! Nevertheless, its Last 12 Months PE is still the 2nd lowest.  If you remember my last in-depth analysis post on Fraser Centrepoint Ltd, you will know that I did that with a comparison with 4 other companies. After Fraser Centrepoint Ltd released their 4th Quarter results and announced another 6.2 cents of final dividend, I decided to do another update on this company. However, this time, I added Wheelock Properties Ltd and Amara Holdings Ltd into the comparison mix. The table below shows the comparison of my Enhanced Triple S Scorecard criteria across 7 different companies - Capitaland Ltd, Fraser Centrepoint Ltd, UIC Ltd, OUE Ltd, Far East Orchard Ltd, Whe...

Trump claims the White House. That must spell disaster for the market, right? What a lie. Not only did the market not crash, it reacted well to President Trump. Bloomberg didn’t think the market would be remotely excited about Trump as the president. How wrong that was. No one took Trump seriously when he first started. How wrong that was too. Now, we think Asia is in trouble because of Trump’s nationalistic statements. Should you believe that? We don’t have a crystal ball in gaze into. But we do know, Donald Trump is first and foremost, a businessman. Growth in Asia isn’t going to stop. Business here remains as promising as ever, with or without United States. The tech giants, from Alibaba to Amazon to Google are pouring investment into Asia. We are living in a challenging yet exciting times. It will be U.S. loss to neglect Asia. But all these are of little relevance to investors. Unless it answers the fundamental question for investors – What do I do? Here’s o...

M1 Ltd  has been falling for a prolonged period, from the heights of $3.930 on April 2015, till $2.020 on 31 Oct 2016, before recovering slightly recently. Over the period of freefall, there was also a slight recovery during this period of fall. Nevertheless, as per the chart below, the share price is currently at the lowest point over the last 5 years. Why? Many factors has caused this downfall, such as the pending establishment of the 4th Telco, the Jan-Feb 2016 correction, the insider selling by the CEO and also the recently released 3rd Quarter financials which were deem to be "very poor". These factors were further enhanced by analyst reports that states M1 Ltd will be the worst hit among the 3 Telcos. Yes, people continues to be "addicted" to analyst reports . So there are some truth... 1. M1 will be the most badly hit by the emergence of 4th Telco - This factor, as reported by many analyst reports, is due to M1's busine...

I thought about whether I want to really write about this "falling knife" since it only gotten listed recently. Writing it may make it worse for the existing shareholders. My rationale for looking at this stock was because: 1. It is in the food and beverage business - something my portfolio is lacking and something I am interested in. 2. The price has been falling - After reaching the heights of 40 cents after IPO, the stock has been coming down till $0.240 as of today. This stock is Katrina Holdings Ltd. It is a F&B management company of the branded restaurants below: However, I will not doing much analysis on this stock because I decided to ignore it once I saw its latest half-year balance sheet. The printscreen of the balance sheet is shown below: Do note that this balance sheet was in Jun 2016 prior to the group getting listed in Jul 2016. So did you notice the issue? There is actually an amount of $10 Million that is due to dire...