Author: T.U.B Investing

Fischer Tech Ltd – Misses Happened

It has been some time since I put up a stock that passes Triple S Scorecard. So here is a stock that pass the Triple S Scorecard and one that I have watch-listed since it was at 0.850 per share during last September 2015. In the end, I am only able to get 200 shares at 0.905 per share. Thus, to me, I deem that I have missed out on this stock as it has now rise to 1.005 per share. Profile in Short Fischer Tech Ltd manufactures and sells precision engineering plastic components for electronic products in China,...

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An Investor’s Take on Trading

Rather than stating about my thoughts, I decided to tell you my experience today. Long story short, the night before this fateful day, I read that MFS Tech was going XD (after a capital reduction) the next day and I was tempted to buy into the stock when the market opens the next morning. A short calculation shows that its value per share is about $0.005 per share. I was prepared to go in at $0.003 or $0.004 per share The next day, when the market opens, this stock when down to $0.005 then up to $0.010. Then the...

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USP Group Limited – My Major Bet On Discount To Net Asset Value Again…

Sorry but I have been extremely busy lately, thus the lack of posting. Anyway, as you should have read, I am exploring a new way of looking at investing – Deep Value Investing. I will only be allocating about 10% of my portfolio to this portion of investment. BBR Holding Ltd is one of the examples. For stocks in my portfolio that pass Triple S Scorecard or of Blue Chip Status, I realise that they are meant for the LONGER TERM. It’s wise to just ignore them for now and not actively monitoring them. However, for an investor like...

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An Interview with "B"

This is a new series that I will be doing – either to get people to put up guest post or doing interview with bloggers. Today, I have the honour of interviewing “B”, the owner of blog, A Path to Forever Financial Freedom. His blog first caught my eye cause of the way he invests and the goal of achieving financial freedom. We seem to be on the same path but different ways and different methods. At times, he will provide his comments on my facebook posts and his comments are always very insightful. Without further ado, let’s get...

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The Value Portfolio – Recent Actions and Views – Post 7

I guess it is time to update my portfolio after an “action packed” February. The total number of stocks when from 20 to 25! There is a number of reasons behind it: – I started looking at companies with Price to Book Ratio at less than 0.500. For these companies, I am looking more at Net Asset Value with a very big margin of safety. However, these companies most probably will not pass my scorecard or may have huge debt. For these companies, I am expecting “High Risk, High Returns” and I deem them as “Deep Value Stocks”. –...

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TTJ Holdings Ltd – Another Long Overdue Update

Another reader was requesting an update on TTJ Holdings Ltd. So here is the overdue post on TTJ Holdings Ltd… Please read the previous post for more information first on 28 Sep 2015. Based on the Triple S Scorecard: Although I suffered paper losses, but… Cash is King – The company is still loaded with cash. As usual, having cash is important especially during period of downturn. Order Book – For a construction firm, order book is important. Currently the company has an order book of $126 million with completion up till FY’18. Able to Maintain Net Profit Margin...

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Chuan Hup Holding Ltd – An Overdue Update

It has an long long time since I did any update on Chuan Hup Holding Ltd. The last post was dated 13 September 2015. I will not be long winded and talk about Chuan Hup Holding Ltd (Please read through the previous post). Based on the Triple S Scorecard: Although I suffered paper losses, but… Still very rich – The Group still has $93.442 Million in cash. Note that although most of the cash is still with PCI Ltd, but Chuan Hup Holding Ltd can request for high dividend from PCI Ltd. The Group also has investment securities, which...

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TalkMed Group Ltd – An Amazing Net Profit Generator

After writing about BBR Holding (S) Ltd, I got a request from a friend to review on TalkMed Group Ltd. He said it was my “kinda” of company. Thus, I look at its latest financial report and it got me interested. Profile In Short TalkMed Group Limited is mainly involved in providing cancer related medical services and operates a network of 8 clinics in Singapore. Recently it has collaboration with overseas companies (Hong Kong) to expand their services and also went into Stem Cell and Stem Cord services. (At this point, I am already at “WOW”!) Based on Triple...

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BBR Holding (S) Ltd – Significant Discount To Asset Value

Due to the extreme downtrend, I started looking at companies with asset value that are 50% more than their share price. While searching, BBR Holdings (S) Ltd appeared in my list. Profile In Short The BBR Holding (S) Ltd engages in the general construction, specialized engineering, and property development businesses. The company’s General Construction segment offers design and build, general building construction, and civil and structural engineering construction services. Its Specialized Engineering segment is involved in the construction engineering activities, including piling and foundation systems, post-tensioning, stay cable systems, heavy lifting, bridge design and construction, and maintenance repair and...

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The Value Portfolio – Recent Actions and Views – Post 6

Before I provide any update on my portfolio, I just want to apologized to my readers. I really felt that my last post about the “entry prices” or even the last few posts about “my strategy” is a bit  “rubbish” as I seem to rush though it. I seem to be caught in volatility of the recent stock market turmoil and didn’t think too clearly about what I should be writing about. As stated before, I want to write my view on each company and allow readers to understand how the usage of Triple S Scorecard will help you...

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Target Price During This Crazy Time

When Japan announced that they are adopting negative interest rate, I decided that a new era has arrived. Imagine lending $100k to expand your business, and after 5 years, you only need to return $100k or maybe slight higher. Cost of borrowing will have really gone down for the corporates and even the savers. Individuals, who are savers, will have to find alternatives to get more return. Stock Market around the world has been very volatile – I really don’t know what will happen tomorrow. Instead of doing an analysis individually, I rush through the weekend to finish this...

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M1 – The First Trial On A Blue-Chip

I will be using M1 as the first company to test my Triple S Scorecard. Profile In Short If you do not know what M1 does or is, you do not know Singapore enough. In simple terms, M1 is still one of the only 3 telecommunication companies in Singapore.  Based On Triple S Scorecard: Why So Good? Defensive Stock – Telecom Companies are deem as defensive stocks, due to their business model. It will always have business and its customer are locked up with them for at least 2 years (due to signing up a 2 year mobile plan...

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FINAL Update In My Strategy

What is happening in the market next – How will I know? Read the post here and here on my previous view of my strategy. STI has failed to break the 2500 points on Friday and instead rises 44.39 points to 2577.09 points. Some said this is due to the announcement of QE by China and Europe. Others said that it is because the market is oversold. There are also people saying QE is poison and that the economy is still in dire state. One of my friend even stated – “Do you know that Hang Seng Index is...

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My Strategy In A Bear Market – Update

You may have read about my strategy for the bear market in this post. This is just a short update. After looking at the STI free falling till 2559 today, I decided to enhanced my strategy. I will only start buying stocks once (1) STI falls below 2500 and (2) the company must pass my Triple S Scorecard. Previously I stated I will still buy quality stocks that pass the Triple S Scorecard in the meantime, and blue chips will only be bought when STI falls below 2500. Now it’s a combination of both. This meant that I will...

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My Strategy In This Bear Market

As you should know, the bear has arrived. Everyone is explaining about their own differentiated views and directions. Thus, it is starting to get a bit confusing. So I guess its time to review how I should approach this Bear Market and this post will be a reminder. My mission is to “Buy Quality Companies With High Margin Of Safety That Can Withstand This Short Term Volatility And Sustain Paying High Dividend” 1 – Do up a Watchlist of Stocks with expected Entry/Re-entry Price During this period, every single stock will be on discount. Everyday as a value investor,...

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