T.U.B Investing

Despite holding onto this counter for almost 1 year, I realised I have yet to blog about this counter. Therefore I shall do a short review on this counter since it has recently released its full year results and its share price has ran up quite a bit. Furthermore, this counter used to pass the Enhanced Triple S Scorecard with Dividend Scorecard Portion. But now I will be doing the review using the Super Scorecard instead. It will be interesting how this counter reacts to the changes in the Super Scorecard. Profile In Short Captii Limited is an investment holding company that operates in the technology and telecommunication businesses in South East Asia, South Asia, the Middle East, Africa, and internationally. It operates through three segments: Unifiedcomms, GlobeOSS, and Others. It offers content-driven mobile value-added services; mobile messaging and signaling systems, solutions, and managed services; mobile network operation support systems, solutions, and managed servi...

Many of you will know that I created the Enhanced Triple S Scorecard with Dividend Scorecard Portion to look for a way to have a consistent view of looking for undervalued counters and counters that is able to provide at least 5% dividend yield for the next year. However, as explained in the " Different Methods of Investment " post, I engaged in other ways of investing because of the bullish feel of the Singapore Stock Market as well as the requirement to utilize the excess cash I was holding (it was just a bit too much) . Thus, those that followed me will have knew that I went for some short term investment recently (invest with a shorter timeframe of 3 to 6 months in mind) with SUCCESS ! As a result, I started thinking if it was possible to find undervalued counters via the scorecard (1) that has the possibility of rising and making capital gain; and (2) over a shorter period of 6 months to 1 year. So I started my research (with a small sample size of 8 differe...

1 week ago, I was informed of my new role in my company and it is taking up a lot of my time. In addition to that, I am also revamping T.U.B Circle  (I know I have been talking about it... but it will be some time later before it is launched!) , arranging upcoming possible seminars, managing portfolio and planning future collaborations. Thus, I may be slower in replying comments/email or putting up new post on my blog. But I still hope you will wait for it. Anyway this will be the 1st post in 2017 about my portfolio. I decided to rename it "10% Portfolio" . This is to remind myself of the target I gave myself at the end of 2016. Start of 2017 Current Oversea-Chinese Banking Corporation Oversea-Chinese Banking Corporation Singapore Telecommunications Limited Singapore Telecommunications Limited Singapore Airlines Limited Singapore Airlines Limited ComfortDelGro Corporation Lim...

This is the continuation of the interview series. For the month of February, I will be interviewing "bgting" as he is known on InvestingNote platform. As many of you knew, I am also an active user on the InvestingNote platform. Through my many conversation with the users on the platform, I have made friends with many established investors on the platform. "bgting"stands out as one of the established investors. I am always able to gain new insights from him during our conversations. He has also been able to provide many pointers and information, which further enhanced my theories and views. Without further ado, let's get straight to the interview questions and "bgting" answers! 1. Tell us more about yourself. bgting: I am a remisier with Maybank Kim Eng. 2. How did you get into investing? bgting:  I opened an internet trading account when I was in university. I traded for a short while but stopped as I decided I did not know what I was d...

Although I stated that in this post and then this post that I will not engage other kind of investing (except for those written) , but due to the buoyant state of Singapore Stock Market currently, I went ahead to try a few other methods - with some success. 1. Super Scorecard For those that have read my articles, you will have knew that I have created my own unique way of investment. I started with Triple S Scorecard, then I improved it to Enhanced Triple S Scorecard, and I added Dividend Scorecard Portion. So now, I have further upgrade it to the Super Scorecard. In my opinion, this is an improvement because: - The expected waiting time for a value stock to make a gain is shorten from 2 years to 6 months / 1 year. - This scorecard also allows alternative valuation methods such as DCF method and Graham Formula Method . - It encompass Dividend Scorecard Portion as well as a new session, the Stable Stock Analysis (discuss below) .   Anyway I will most probab...

My quirky investment methods has bought me another interesting counter. By exploring different ways of screening for counters, I chanced upon Ocean Sky International Ltd. What caught my attention was the business activities - Ocean Sky International Ltd - stated on the SGX Website! "Ocean Sky International Limited, an investment holding company, through its 100% interest in Ang Tong Seng Brothers Enterprises Pte. Ltd., provides building and civil engineering contracting services primarily in Singapore and Southeast Asia. The company offers engineering services, such as earthwork, roadwork, drainage work, basement work, and structural works comprising demolition and underground infrastructure works, as well as other general building works. It also invests in, develops, and manages properties. The company was incorporated in 1988 and is headquartered in Singapore." I remember Ocean Sky International Ltd (OSI) was in the apparel business. So why is it in the construct...