In this article, I identify 5 potentially undervalued stocks in the Singapore stock exchange (Large-cap), based on the counter’s current share price vs. the street consensus. My selection criteria weren’t based on the traditional “value” criteria which seek to identify stocks that fit certain “value” metrics such as low PER, low PBR, high dividend yield,
Best performing Singapore Blue-Chip Stocks The Straits Times Index has been one of the best performing indices of late, with the index currently trading near its all-time high mark of 3,183. On a YTD basis, the STI currently ranks Joint 1 (with Taiwan) as one of the best-performing stock market indices in the region. This
Capitaland Integrated Commercial Trust (CICT): Is the REIT worth buying post-COVID-19? One unique feature about investing is the lack of a “10-year series” which guarantees a sure-win strategy. With so many factors that can influence the market, effort doesn’t always commensurate with returns (If only it does!). Along the way, many have added their own
Keppel Corp: A gem that failed to sparkle Readers of NAOF would be familiar with Keppel Corp, a company that I have been recommending over the past 3-4 months, starting when I first made an initial investment at the cost of S$4.40. While I believe that the company remains undervalued, its recent results announcement made
How to identify momentum stocks the easy way At the end of 2020, I wrote an article highlighting 4 Singapore momentum stocks to buy into 2021. All 4 SG stocks have appreciated in value of approx. 3-22% over 3 weeks and it does seem like their current price momentum could result in another leg up
SG Momentum stocks to buy now When one talks about investing or trading in general, the usual norm is to buy low and sell high. While such an investing philosophy has been widely accepted, momentum investing is the art of buying high and selling higher. Buying momentum stocks takes a different path compared to the
Sembcorp Industries Stock: Buy, Sell or Hold? On 7 December, Sembcorp Industries announced profit guidance which seems to become the norm. In the past, the key focus was on Sembcorp Marine, with impairments made to its Energy division being “swept under the rug”. I previously mentioned in this article: Should one by buying Sembcorp at
Wilmar’s “other businesses” valued at just 3.7x PER? This post looks to provide a quick “evaluation” on the big question: Is Wilmar substantially undervalued despite being one of the strongest STI component stock in 2020? I have written about Wilmar previously in this post, Wilmar China IPO: Listing Imminent? For those who are unaware, Wilmar
[Update 24 Sep 2020] In likely the final update prior to its listing in mid-October, Wilmar released a statement today before the market opens to state that it has finalized its YKA’s IPO pricing, with the counter to be listed at RMB25.70/share or equivalent to a valuation of US$2.06bn for the 10% stake. The company
Sembcorp Industries now trade ex-entitlement Sembcorp Industries price “collapsed” by c.40% today (as of this writing) as the shares went ex-entitlement. Shareholders of Sembcorp Industries shares as of 8 September will be entitled to receive 4.911 shares of Sembcorp Marine for 1 Sembcorp Marine shares that they own. This “entitlement” will no longer be valid
Is HPHT poised for a comeback? Hutchison Port Holding Trust (HPHT) is the world’s first publicly traded container port business trust. Listed on the SGX n March 2011, it was also the first entity to launch dual currency trading of its units in early 2012. It hasn’t been smooth sailing since its listing. Shortly after
Singapore Small Cap Companies The SGX is home to many small-cap companies. While some like investing in small-cap companies, betting for that huge upside potential, I believe that most of the small-cap companies listed here in Singapore lack the necessary growth catalysts to make them exciting prospects. In this article, I will be highlighting 5
A second round of media-release by UC This is a follow-up article from the previous article titled: Eagle Hospitality Trust (EHT). Hearing Sponsor urban Common side of the story. In that article, I look to summarise the issues facing Eagle Hospitality Trust, a business trust that was widely followed by many Singaporean income investors due
Eagle Hospitality Trust (EHT) is a business trust that was listed back in May 2019. Many investors will likely be familiar with the trust, one which promises high recurring yield with its master lessee structure. Alas it did not turn out according to investors’ expectations and the trust was bogged by issues in its very
What to note when Sembcorp Marine goes ex-rights tomorrow Sembcorp Marine shares are expected to trade ex-rights tomorrow. This means that today is the last day which Sembcorp Marine shares will be trading “cum-rights”. For those who are not familiar with these terms, simply put, if you are a Sembcorp Marine shareholder and did not
Sembcorp Demerger In today’s Sembcorp group EGM, the Sembcorp demerger was duly passed, including the critical whitewash which Sembcorp Marine minorities have the final say. It was being approved by a resounding 88% of shareholders who participated in the voting process. With that, the demerger between Sembcorp Industries and Sembcorp Marine has been formalized. Sembcorp
