Has anyone ever heard of Nam Cheong Limited? I doubt so since it is based in Malaysia and has only been listed last year May through a RTO of Eagle Brand (Not even an IPO). Neither am I aware of this stock until I catch it from AmFrasher "Up Close with Management" event advertisement sent by SGX to my mail. A quick look at the 4 companies and I realises that these 4 are not the average companies out there. They are in no order of merit : Nam Cheong, OSIM, Kingsmen Creative and Macquarie International Infrastructure Fund. Though they are certainly not the best business out there, they are definitely companies producing above average return.

Starting with Nam Cheong, I am a little amazed by how it can remain profitable despite being in a highly cyclical shipbuilding industry. Shipbuilding industry is closely linked to the economy as ships are ......