Author: The Fifth Person

14 things to know about Sheng Siong Group before you invest

How often do you walk past a solid investment that puts money into your pocket year after year? If you look around, you’d probably find many businesses that make their shareholders richer by the day. If you are struggling to find any, let me give you a hand. Ask yourself, ‘Where have you spent your money over the last 24 hours?’ I’m pretty sure these businesses are all around you and some of them are listed companies that will continue to deliver solid investment returns to shareholders. Which leads us to our next question, ‘Then why aren’t people capitalizing...

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14 things to know about Sheng Siong Group before you invest

Question: How often do you walk past a solid investment that puts money into your pocket year after year? If you look around, you’d probably find many businesses that make their shareholders richer by the day. If you are struggling to find any, let me give you a hand. Ask yourself, ‘Where have you spent your money over the last 24 hours?’ I’m pretty sure these businesses are all around you and some of them are listed companies that will continue to deliver solid investment returns to shareholders. Which leads us to our next question, ‘Then why aren’t people...

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9 things to know about Bursa Malaysia before you invest

Bursa Malaysia Berhad (Bursa: 1818) is the official bourse of Malaysia. Listed in 2005, it offers a wide range of exchange-related services. They include listing, trading, clearing, settlement, and depository services mainly for the local securities and the derivatives market. As I write, Bursa Malaysia is worth around RM5.3 billion in market capitalization and is among the largest bourses in Southeast Asia. In this article, I’ll bring a detailed account of Bursa Malaysia’s success and achievements thus far and its outlook towards the near future. Here are nine things you need to know about Bursa Malaysia before you invest....

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9 things to know about Bursa Malaysia before you invest

Bursa Malaysia Berhad (Bursa: 1818) is the official bourse of Malaysia. Listed in 2005, it offers a wide range of exchange-related services. They include listing, trading, clearing, settlement, and depository services mainly for the local securities and the derivatives market. As I write, Bursa Malaysia is worth around RM5.3 billion in market capitalization and is among the largest bourses in Southeast Asia. In this article, I’ll bring a detailed account of Bursa Malaysia’s success and achievements thus far and its outlook towards the near future. Here are 15 things you need to know about Bursa Malaysia before you invest....

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8 things I learned from the 2017 Silverlake Axis AGM

It has been more than two years since short-seller ‘razor99’ accused Silverlake Axis of fraud tunneling via related party transactions with founder and chairman Goh Peng Ooi. After an independent investigation by Deloitte Singapore, Silverlake Axis was officially cleared from the allegation. The dust seems to have settled down but Silverlake Axis’s share price (59 cents as at 14 November 2017) is still struggling to recover from its previous peak of $1.17. The market doesn’t seem to be fully convinced, or rather the market seems to be still confused about the fate of Silverlake Axis. As I overheard from a...

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8 things I learned from the 2017 Silverlake Axis AGM

It has been more than two years since short-seller ‘razor99’ accused Silverlake Axis for fraud tunneling via related party transactions with founder and chairman Goh Peng Ooi. After an independent investigation by Deloitte Singapore, Silverlake Axis was officially cleared from the allegation of dubious business deals. The dust seems to have settled down but Silverlake Axis’s share price (59 cents as at 14 November 2017) is still struggling to recover from its previous peak of $1.17. The market doesn’t seem to be fully convinced, or rather the market seems to be still confused about the fate of Silverlake Axis....

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The Asia Report episode 5: The capital cycle and how it can boost your returns

Hello, everyone today we’re back for another episode of The Asia Report where I will be talking about the Capital Cycle. “Capital cycle” was coined by a very successful asset management firm called Marathon Asset Management, they’re based in the UK, they’ve been around for about three decades now. They’ve been implementing this framework for quite a while, and essentially what a capital cycle is, is that it simply dictates that capital is attracted to places where investors think that there’s a prospect of high return and it is repelled or leaves when investors think that there’s no returns...

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The Asia Report episode 5: The capital cycle and how it can boost your returns

Hello, everyone today we’re back for another episode of The Asia Report where I will be talking about the Capital Cycle. “Capital cycle” was coined by a very successful asset management firm called Marathon Asset Management, they’re based in the UK, they’ve been around for about three decades now. They’ve been implementing this framework for quite a while, and essentially what a capital cycle is, is that it simply dictates that capital is attracted to places where investors think that there’s a prospect of high return and it is repelled or leaves when investors think that there’s no returns...

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An interview with fund manager Tay Jun Hao and why he loves Asian property stocks

In this exclusive feature, we interview fund manager Tay Jun Hao who manages the Heritage Global Capital Fund at Swiss Asia Financial Services Pte Ltd. Tay has over six years of experience in the financial markets and from the period of January 2012 to September 2017, he achieved a cumulative return of +146.03% or an annualized return of +16.95%. In 2013, Tay won the Orbis Stock Picking Challenge held by Orbis Investment Management Limited, a global investment management firm with over $30 billion in AUM. He beat participants from Oxford, Cambridge, the London School of Economics, University College London and...

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An interview with fund manager Tay Jun Hao and why he loves Asian property stocks for returns

In this exclusive feature, we interview fund manager Tay Jun Hao who manages the Heritage Global Capital Fund at Swiss Asia Financial Services Pte Ltd. Tay has over six years of experience in the financial markets and from the period of January 2012 to September 2017, he achieved a cumulative return of +146.03% or an annualized return of +16.95%. In 2013, Tay won the Orbis Stock Picking Challenge held by Orbis Investment Management Limited, a global investment management firm with over $30 billion in AUM. He beat participants from Oxford, Cambridge, the London School of Economics, University College London and...

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10 things to know about Hong Leong Bank before you invest

Hong Leong Bank Berhad (Bursa: 5819) is the fifth largest banking group in Malaysia. As I write, Hong Leong Bank is worth around RM34 billion in market capitalization. In this article, I’ll bring a detailed account of Hong Leong Bank’s tremendous success and achievements thus far and its outlook towards the near future. Therefore, here are 16 things you need to know about Hong Leong Bank before you invest. 1. On 6 May 2011, Hong Leong Bank completed its acquisition of EON Capital for RM5.06 billion. Thus, EON Bank Group — comprising of EON Bank, EONCAP Islamic Bank, MIMB...

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10 things I learned from the 2017 Starhill Global REIT AGM

Starhill Global REIT (SGX: P40U) is a retail office REIT comprising 11 properties located in Singapore, Malaysia, Australia, China and Japan. As at 30 June 2017, Starhill Global REIT’s total property portfolio is worth S$3.1 billion. Two Singaporean properties form the bulk of Starhill Global REIT’s portfolio value and gross revenue: Ngee Ann City and Wisma Atria, both located along Orchard Road, Singapore’s prime shopping belt. The REIT has a 27.2% and 74.2% interest in Ngee Ann City and Wisma Atria respectively. Together, both properties comprise 68.5% of Starhill Global REIT’s portfolio value and contribute 62.2% of gross revenue....

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10 things to know about CapitaLand before you invest

CapitaLand Limited (SGX: C31) is one of the largest real estate corporations in Asia. As at 30 June 2017, it owns and manages a global property portfolio worth over S$80 billion comprising residential and commercial developments, retail malls, serviced residences, and real estate investment trusts (REITs). In this article, I’ll bring a detailed account of CapitaLand’s achievements thus far, the challenges it faces, and its targets for the immediate future. Here are the 10 things you need to know about CapitaLand before you invest. 1. CapitaLand China is the main revenue contributor of CapitaLand, accounting 45.2% of group revenues...

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The Asia Report episode 4: Deep value investing in Singapore

Hi, everyone. Welcome back to another episode of The Asia Report. Today, I’m going to be talking about deep value investing in Singapore. Let’s just get the ball rolling. When we first look at a market, there are mainly two types of investing. Number one, you can be looking at the much larger cap companies, essentially companies in the STI, companies like UOB, OCBC, DBS and City Developments. Then you have the small to mid-size companies which really have very little research or analyst coverage. Those are the two kinds of opportunities that I see. I’m going to talk...

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10 things we learned from the 2017 Superlon AGM

Superlon Holdings Berhad (Bursa: 7235) is one of the most trusted insulation brands worldwide. Superlon’s products are distributed in over 50 countries in Asia, the Middle East, Oceania, Europe, Africa, and the Americas. With over 20 years’ experience, Superlon is a leading nitrile butadiene rubber (NBR) foam insulation manufacturer. Its NBR products are used to insulate heating, ventilation, air-conditioning and refrigeration (HVAC-R) systems, and to reduce vibration and corrosion. Superlon has also applied this technology in manufacturing sport mats, grips and sound insulation products and also trades in HVAC-R parts and equipment. Here are 10 valuable insights we learned...

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