Author: T.U.B Investing

The Counter That I Regretted Saying "I Will Ignore It"

Warning: This will be a slightly long post. But it will be packed with information. I will like to apologize for the delay in putting up with this post due to the information I need to gather. I will be writing on Singhaiyi Group Ltd (Singhaiyi) that I am currently already vested in and also on its industry. I have wrote a few articles on Singhaiyi before – some good and some bad. Although in the last post, I already stated that I was going to ignore them. But I re-purchase them again recently. Prior to me explaining why...

Read More

Updates For You

I will be providing some updates of what could be happening over the next few months for TUBInvesting blog and Fundamental Scorecard. 1. Latest Corporate News Similar to many bloggers, I am working with PRNewswire Singapore to bring you the latest corporate news. I have specifically request only for news from US, Singapore and Hong Kong, and only with relations towards investment/finance, business and real estate. Just simply click on the tab located at the top for the “Latest Corporate News”. 2. Coffee With Us Many of you will have known that Simple Investor SG (Simple) and I have...

Read More

The Value Of Chuan Hup Holdings Ltd

I have been looking for a counter to reduce my almost 30% of cash holding. Thus, an interesting counter stands out from the list of companies in my portfolio. That is Chuan Hup Holdings Ltd (CH). Chuan Hup Holding Logo Over the last few months, CH share price has been hovering around and above 30 cents. I have been thinking of adding more of CH into my portfolio and have been rather reluctant because my average share price was much lower. However, a meet up with Simple Investor reminded me about Warren Buffett’s quote – “Price is what you pay, but...

Read More

What Gambling Reminded Me About Investing?

You may be wondering why did I, an investor, decided to discuss about gambling? This is because I went to Genting recently for 2.5 days and I LOST about $450 in GAMBLING (Yup, I gamble as well, especially when you are in Genting and the theme parks are still in renovation). Although it may not be a lot in your eyes, but this lost was the most in my life when I gamble. Generally I was a careful gambler. I do not bet a lot in 1 game, unless I was very certain my winning odds were high. Furthermore,...

Read More

The Story of GRP, Starland and ayondo

With the recent possible IPO news of ayondo Holding AG (ayonda), there were some request on IN for me to write a post after I inform them to look at GRP Ltd (GRP) and Starland Holdings Ltd (Starland) instead. Do note that I am vested in the 2 counters, but have only very very small holdings. Short Background of the 3 Parties: Very long long time ago, GRP was in the business of providing hose supplies for the marine, oil and gas industry. In fact, I believe, many years ago, it was a Net Current Asset Value (NCAV) counter....

Read More

Singtel, M1 and Starhub – Which Should I Invest In?

Once the darlings of many of the Singapore retail investors for their defensive nature and high dividend yield, telco counters’ share price had come down drastically after the announcement of the 4th Telco. Market share of these 3 incumbent telco counters are further reduced by the introduction of Mobile Virtual Network Operator (MVNO), Circle Life, Zero Mobile, Zero1 and maybe MyRepublic. However, being a believer of value investing and contrarian investing and maybe moat investing, I still believe that every counter does have a fair price. When the negativity of a counter is at its highest, when no one talks...

Read More

My Experience Of Investing In HK and US Market

If you had read my blog regularly, you will have read that I have been investing in HK and US market for about 1 year. Since the start of 2018, I started to engage in more active investing within the HK and US market. I even wrote a full post on a HK counter that I invested in, Win Hanverky Holdings Limited. After investing for over 10 years in the SG market, I thought it will be “piece of cake” for me to just start investing in other markets. But I am wrong. Since the start of the year,...

Read More

Our 2nd Meet and Greet "Ask Us Anything" Event

Dear Readers and Subscribers, After a successful 1st Meet and Greet “Ask Us Anything” (AUA) session, Simple Investor SG (aka Simple) and I decided to continue with these AUA sessions, as a form of giving back to our subscribers and followers. It will still be a FREE face to face AUA session! AUA We preferred having a face to face session because we believe only some questions can only be asked and answered when you are chatting directly with the person. Just To Recap – Background on Simple and I Simple and I partnered to create the Fundamental Scorecard...

Read More

The Ultimate Scorecard Criteria In "Words"

For readers who have been reading too much about Fundamental Scorecard website on my blog, such as the IN member below, I have to remind you that this article is again on Fundamental Scorecard website. Screenshot from IN However, for this post, I will explain in detail about the methodology of The Ultimate Scorecard – one of the scorecard database on the Fundamental Scorecard website. This will be useful to those who do not understand the criteria within the scorecard or are not familiar with the numbers. Having created the Value StockScorecard – the very 1st version – in...

Read More

More Thoughts From This Market Correction

This is just my thought process and I wanted it to be recorded down. In addition to what I wrote in the last post, I had a few more thoughts: Every Counter Will Drop in a Market Downturn. When there is “blood on the ground”, every counter will be on a downtrend. The only difference is drop more or drop less. Cash will become the main call option at that point. Diversify Less. This is my main problem. I am trying to reduce my counters to have a more concentrated portfolio. I still preferred a portfolio of 15 to...

Read More

Steps To Take In A Market Correction

I am not sure how you are feeling about this market correction, but I do feel pretty excited because I felt there will be more opportunities coming and I cannot wait for it. Nevertheless, I came out with a few thoughts on my own to keep myself in check. So here I goes: 1. Keep Calm and A Clear Mind   Some people will feel scare, some will feel despair, some, like me, will feel excited. Regardless, I believe we should still try to keep calm and a clear mind. Focus on the necessary information and block out the...

Read More

Fundamental Scorecard Counters Reaction to Last Friday’s Market Correction

This is just a short post to emphasize on how my Fundamental Scorecard strategy works out. The global market (STI, Hang Seng Index and DJI) has become all red last Friday (2 February 2018). For my portfolio, I tend to break them into different segments. From all the segment shown below, you realized that only the Fundamental Scorecard segment did not have a counter that make losses. Do note that the change is calculated between the share price on 26 December 2017 and as of 2 February 2018: If you are interested to know more about The Ultimate Scorecard...

Read More

Explanation For The Bull Market

Recently, my mum has re-emphasized to me that the bull market is the result of DT being the US president. This is the 3rd time I heard it from her. I had always brush her off as I don’t believe that is the reason. However, my sudden enlightenment recently made me felt that DT could really be the reason for the current bull market. The bull market could mainly be due to DT’s protectionism policies that created a better economy for the US citizens. More companies hiring US citizens, more jobs, more pay, more spending, etc… Furthermore, the current...

Read More

This Is My Rant!

I have been prompted by some of my friends, that there are more and more competition within the subscription website space. Before you continue, let me emphasize that I am not belittling any other website or methods. If you are offended by my post, I like to apologize first. And you have been warned… But I am wondering if this happens because of the bull run? Will all the methods stand the test of time? How will a method turn out during a bear market? If a subscriber fully understand how a particular method works? If you do not...

Read More

My View On M1 Latest Earning Report

Since I have written about M1 Ltd (aka M1) in my last post, I felt I should be responsible to write something about its latest full year 2017 earnings report. Firstly, I am delighted. This was because dividend (for the 2nd half of the year) increased, even when the 4th quarter net profit was slightly lower than the year before. In addition, everyone was expecting a lousy quarter because IT IS M1 – the telecom that is bound to fail! If the results were lousy, everyone will just be like “I told you so…”; but now everyone is more like...

Read More

Like us on Facebook

Follow us on Twitter