Author: T.U.B Investing

"I Found A Catalyst In This Company"

Update on 6 Dec 2016: Do read the comments on additional information from SG Thumbtack Investor.  I will also be doing an amendment to this post following some inaccurate information I may have placed in the scorecard. Sorry for the inconvenience caused. However, my conclusion stands – there is no turning back! Recently this company caught my eye when someone compared it to TTJ Holdings Ltd on valuebuddies. This comment is by Ksir on valuebuddies After reading the comment, I took a look at its latest financial statements and spotted this specific paragraph; This paragraph amazed me. This is...

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"Something is brewing for this Company…"

There is something happening in this company. The company is Chuan Hup Holding Ltd and the last post I have written about it was a long time ago. Currently I am making paper losses currently. The reason I continue to hold on to it is because: The conservative management – The management has never tried to grow aggressively despite having so much cash, but they are also not worried to take action when required to do so. This is shown in their decision to invest in Australia, way before other companies that just started to make inroads into the...

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Further Analysis to a Straits Time Article

Just saw this article on Straits Times with the headline, “ABSD deadline fast approaching, but developers stay cool”. Thus, I felt that it is good to find out who are the developers of these properties. After all, I do have numerous developers in my portfolio (most probably will do an update on my portfolio soon) and hopefully none of the properties belong to the developers I have. Another reason to list out these developers is to find out who they are and understand what are the various tactics they will take on. These tactics that they take on may...

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"This is the Gem I was talking about"

Previously, I had said that through the InvestingNote platform, I was able to find a gem from one of the thread discussion. I had also talk about this company in another of my previous post. This company is Wheelock Properties (Singapore) Limited. In the past, I was very skeptical about this company as its ultimate shareholder, Wheelock and Company Limited, is located in Hongkong. I had some bad experience of holding listed entities (Top Global Ltd) with overseas parent company before. Thus, I was not ready to take the plunge then. It was after some deep analysis and numerous reading that I decided to invest in this company....

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I Managed To Close All My Positions Using Deep Value Strategy

If you have read about my previous post about changing plans, I have finally did it. I had CLOSED all my positions in my portfolio that was involved in the deep value strategy. I have always emphasize that this is a high risk, high return strategy. However, during such bad times, I came to a realisation that eventually all the stocks in SGX will be in deep value. In that situation, will you rather buy a deep value penny stock or a deep value blue chip? After all, once STI reach lower grounds, blue chip will soon become “blue cheap*”. *Just to digress a bit, some...

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I have been using InvestingNote!

Recently, I have been using InvestingNote actively, much more than Facebook. I was initially very skeptical about InvestingNote, thinking it was just another website/app about stocks flooding with investing/trading courses and news. But how wrong I was? Ever since I started using InvestingNote, I realised I have spent much lesser time on Facebook. It has currently become the most active application on my phone. There are quite a few reasons why I like InvestingNote, but here are 2 reasons and I will leave you to find out the rest. 1. InvestingNote has a great interactive community. I am able to find new...

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Is Fraser Centrepoint Ltd still the best?

Update 17 Nov 2016: Please note that as per Scorecard comparison below, Amara Holdings Ltd should deserved a “yellow cell” for having the lowest Last 12 Months PE. Thus, this will basically change the Fraser Centrepoint Ltd from 5 yellow cells to 4 yellow cells – Which Meant the company is no longer the BEST! Nevertheless, its Last 12 Months PE is still the 2nd lowest. If you remember my last in-depth analysis post on Fraser Centrepoint Ltd, you will know that I did that with a comparison with 4 other companies. After Fraser Centrepoint Ltd released their 4th...

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Are you prepared for Trump?

Trump claims the White House. That must spell disaster for the market, right? What a lie. Not only did the market not crash, it reacted well to President Trump. Bloomberg didn’t think the market would be remotely excited about Trump as the president. How wrong that was. No one took Trump seriously when he first started. How wrong that was too. Now, we think Asia is in trouble because of Trump’s nationalistic statements. Should you believe that? We don’t have a crystal ball in gaze into. But we do know, Donald Trump is first and foremost, a businessman. Growth...

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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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