Keppel — a business in transitionKeppel is one of Singapore’s well-known conglomerate. It started off as a ship repair company that was corporatized in late 1960s from the…Nov 6, 2021Nov 6, 2021
SIA — a business severely disrupted by the pandemicHow does one analyse a business so severely disrupted by the pandemic?Oct 24, 2021Oct 24, 2021
My Current Investment Portfolio (part 3)This is the final part of the 3-part post on what my current investment portfolio consists of, rationale behind the positions and outlook…Sep 11, 2021Sep 11, 2021
My Current Investment Portfolio (part 2)This is a continuation of my previous post on my investment portfolio.Sep 4, 2021Sep 4, 2021
My Current Investment PortfolioRecording my investment portfolio as it is now, together size, rationale and outlook.Aug 29, 20211Aug 29, 20211
ST Engineering — SG’s TeslaST Engineering posts a 9% drop in revenue and a 9.7% drop in net profit for FY2020. Nevertheless, I would still recommend an overweight…Mar 26, 2021Mar 26, 2021
Singapore Airlines — wings clippedSingapore Airlines is an iconic, world-famous airline. These days however, it is a shadow of its past, thanks in large part to the…Mar 21, 2021Mar 21, 2021
Bitcoin — nonsenseThis one has been grabbing a lot of the headlines lately. Friends have asked me whether they should join the craze. I think Prof Roubini…Mar 14, 2021Mar 14, 2021
ThaiBev — a concentrated businessThaiBev sees itself as the leading beverage company in Southeast Asia. It has its roots in Thailand, growing to become the biggest…Feb 25, 2021Feb 25, 2021
CapitaLand Mall Trust — good REIT playCapitaLand Mall Trust (CMT) had acquired CapitaLand Commercial Trust (CCT) in late 2020 to form CapitaLand Integrated Commercial Trust…Feb 19, 2021Feb 19, 2021
