Syazwan SultanKeppel — 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…2 min read·Nov 6, 2021----
Syazwan SultanSIA — a business severely disrupted by the pandemicHow does one analyse a business so severely disrupted by the pandemic?5 min read·Oct 24, 2021----
Syazwan SultanMy 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…2 min read·Sep 11, 2021----
Syazwan SultanMy Current Investment Portfolio (part 2)This is a continuation of my previous post on my investment portfolio.4 min read·Sep 4, 2021----
Syazwan SultanMy Current Investment PortfolioRecording my investment portfolio as it is now, together size, rationale and outlook.3 min read·Aug 29, 2021--1--1
Syazwan SultanST 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…5 min read·Mar 26, 2021----
Syazwan SultanSingapore 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…5 min read·Mar 21, 2021----
Syazwan SultanBitcoin — 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…4 min read·Mar 14, 2021----
Syazwan SultanThaiBev — a concentrated businessThaiBev sees itself as the leading beverage company in Southeast Asia. It has its roots in Thailand, growing to become the biggest…4 min read·Feb 25, 2021----
Syazwan SultanCapitaLand Mall Trust — good REIT playCapitaLand Mall Trust (CMT) had acquired CapitaLand Commercial Trust (CCT) in late 2020 to form CapitaLand Integrated Commercial Trust…5 min read·Feb 19, 2021----