Author: T.U.B Investing

M1 Ltd – A Different Perspective

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...

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"One with the F&B Business That Got Listed Recently"

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. 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...

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"One With Dormitory Business"

As per my previous post, I will be writing about “One with the dormitory business”. I am not sure if your guess is correct. But the stock that I will be writing about is – Centurion Corporation Limited. Do note that this is not part of my dividend series. Profile In Short (Directly taken from AR2015) Centurion Corporation Limited is one of Singapore’s largest workers and student accommodation owner-operators. It owns, develops and manages quality workers  accommodation assets in Singapore and Malaysia, as well as student accommodation assets in Singapore, Australia and the United Kingdom. Established in 1981 as...

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Some Updates For T.U.B Investing Blog

Its been some time since I posted anything as I have been overseas.   Do you know which country is this? I am also rather busy as I am creating an extended website for T.U.B Investing blog. Remember the idea of producing a website full of Enhanced Triple S Scorecard with Dividend Scorecard Portion on all the stocks in SGX? Yes. This is in the works and it will be named T.U.B Circle (means within this circle only). The initial phase of this project will only be available for participants of my sharing session with T.U.B. If you are interested to know more, you can come for the 4th Sharing Session...

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My In-depth Analysis of Fraser Centrepoint Limited

Influenced by B’s post, I went into the in-depth analysis of Fraser Centrepoint Limited. Actually, this stock has been on my watchlist for ages. But I decided to postpone it as I was busy at work and also busy with promoting the Dividend Scorecard as well as my sharing sessions. Nevertheless, after my in-depth analysis, I made the purchase of Fraser Centrepoint Limited. The reason of my in-action previously was that I am unable to find the answer to this question – “Why choose Fraser Centrepoint Ltd over the other listed firms which are in the same industry?” The 2nd question I had on my mind...

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4th Sharing Session with T.U.B

This will be my last Sharing Session with T.U.B for the year and it will be relatively different due to the following: 1. It will be conducted on a weekday evening. 2. The session will be shorten to 2.5 hours. The reason for this change is because people have been requesting for weekday sessions and I decided to cater to it. However, since I will be working, the session can only be conducted in the evening. This resulted in the shortening of the session from 5 hours (excluding 1 hour for lunch break) to 2.5 hours. Nevertheless, please do not worry about the...

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My Plan Has Change…

The economy is sick. Currently, it seems like no “bad” news is good news. When Fed didn’t increase the interest rate, the market seem to be in a sudden boom. When oil price rise a bit, we become so happy and it seems like oil has rise to $80 again. When oil price drop a bit, we become so scared. But when a big firm, such as Hanjin or Deutsche Bank came out with major bad news, the whole world shakes in fear for A WHILE only. For we believe the governments will come to their aid. What happens...

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Sing Holdings Ltd – Latest Purchase of Residential Site at Fernvale Road

Being the advocater of Sing Holdings Ltd previously, I feel that I should provide my comments on their latest purchase of the residential site at Fernvale Road. This plot of land seems to be besides or near High Park Residences, that was purchased and developed by Chip Eng Seng. This purchase was also a collaboration between Sing Holdings Ltd (70%) and Wee Hur Holdings Ltd (30%). Details of the Purchase as per below (The document is as per attached in this link.) There are 2 discussion points which I believe I should address: 1. Is this a good purchase?...

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TTJ Holdings Ltd – Full Year Results Announced

On 26 Sep 2016, TTJ Holdings Ltd announced the latest full year financial results for 2016. Share price has since fallen 15% the next day. So here is a summary of the financials: – Significant increase in revenue and also increase net profit – Slight reduction in investment property and fixed asset – Was able to maintain cash amount from 2015 to 2016, despite giving an 8 cents dividend in 2016. – Slight increase in liabilities but without any bank borrowing! – With such rosy financials, the only negative seem to be that dividend was reduced to 1.7 cents....

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The Value Portfolio – Recent Actions and Views – Post 10

Yes. I know I stated that I will not be posting about my portfolio anymore. But I decided its time to just do a short post to update my readers after such a long time. The following stocks that are currently in my portfolio (Read here for past updates): Sin Ghee Huat Corporation Limited PNE Industries Limited Chuan Hup Holding Limited LHT Holdings Limited TTJ Holdings Limited Singapore Telecommunications Limited Suntec Real Estate Inv Trust Oversea-Chinese Banking Corporation CH Offshore Ltd Maxi-Cash Financial Services Corp Ltd ST Engineering Ltd Bukit Sembawang Estates Ltd M1 Limited Hock Lian Seng Holding Ltd Ellipsiz...

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The Dividend Series – Lee Metal Group Ltd

This will be the 3rd post for the Dividend Series. This stock is requested by a reader. Having so many steel companies in my portfolio, I have always tried my best to ignore this stock. So now, I guess its time to test Lee Metal Group Ltd against my Enhanced Triple S Scorecard with Dividend Scorecard Portion. Profile In Short Established since 2000, Lee Metal Group Ltd is a distributor and fabricator of steel products as well as a recognized international trader of steel and steel related products in the region. The company employs over 200 employees and has...

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The Dividend Series – Nam Lee Pressed Metal Industries Ltd

This will be the 2nd post of the Dividend Series. Read the previous write up here. The 2nd usual suspect is… Nam Lee Pressed Metal Industries Ltd! It is another stock that is generally known to give out regularly dividend. But will it pass my Dividend Scorecard Portion of the Enhanced Triple S Scorecard? Profile In Short Nam Lee Pressed Metal Industries Ltd is a one-stop specialist offering complete service in the designing, manufacturing and supplying of metal products and solutions for diverse industries in building, shipping container and infrastructure etc. It is currently one of Singapore’s leading providers...

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Subscribe for Enhanced Triple S Scorecard

This will be a short post. After distributing the Triple S Scorecard for such a long time, I guess its time to pass the readers the Enhanced Triple S Scorecard instead. Previously, I only provided participants, who attended the Sharing Sessions with T.U.B, a copy of Enhanced Triple S Scorecard. But now, I will release it to everyone who request and subscribe for it. Nevertheless, it will only be the Enhanced Triple S Scorecard without the Dividend Scorecard Portion. Furthermore, if you wish to know more about the Enhanced Triple S Scorecard or even the Enhanced Triple S Scorecard...

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The Dividend Series – Powermatic Data System Ltd

I am starting a string of new posts deem as the Dividend Series. In this series, I will test some of the “usual suspects”, that deem to produce 5% of dividend yield annually, against my Dividend Scorecard Portion. Do note that these stocks are, in my opinion, “popular value stocks”. There are already significant information in the internet on them. Thus, my post will be more focus on how the stock fare against my Dividend Scorecard Portion. Read about the previous post of the Dividend Scorecard Portion as per the links below: The Search For Dividend Stocks The Dividend...

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The Dividend Scorecard – An Extension of Enhanced Triple S Scorecard – Part 2

This is the follow up on the write up of the Search for Dividend Stocks and the write up on Part 1 of Dividend Scorecard Portion. For this post, I will be explaining about how the Dividend Scorecard Portion was tested. From a list of stocks that produces 5% dividend yield from 2012 to 2016, I only choose a small sample of 4 stocks that I believe will continue to TRY to produce a high dividend yield of 5% even up to this day. I worked my way back to each stock’s 2014 financials – which will test whether...

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