Southern Alliance Mining Ltd. (SGX:QNS) -This Mining stock appears HOT citing High Iron Ore Prices

Southern Alliance Mining Ltd. (SGX:QNS) is principally involved in the exploration, mining and processing of iron ore. The Group undertakes the exploration, mining and processing activities directly or outsource part of such activities to contractors. The Group is based in Pahang, Malaysia and has been operating the “Chaah Mine” (Iron Ore Open cast mines) locatedContinue reading “Southern Alliance Mining Ltd. (SGX:QNS) -This Mining stock appears HOT citing High Iron Ore Prices”

DBS HOLDINGS (SGX:D05) – Sailed Through The Pandemic Quite Well

DBS Holdings is one of Asia’s leading banks, focused on leveraging digital technology to reimagine banking to provide its customers a full range of services in consumer banking, wealth management and institutional banking. It is a Singapore-based banking group providing a full range of consumer, small to medium enterprise, and corporate banking services. It hasContinue reading “DBS HOLDINGS (SGX:D05) – Sailed Through The Pandemic Quite Well”

KEPPEL DC REIT (SGX:AJBU) – Its Data Centre Business Dominance is Still Intact

Keppel DC REIT was listed on Singapore Exchange Securities Trading Limited (SGX-ST) in December 2014. Keppel DC REIT’s strategy is to invest, directly or indirectly, in a diversified portfolio of income-producing real estate assets which are used primarily for data center purposes, as well as real estate-related assets. As of December 2020, it has aContinue reading “KEPPEL DC REIT (SGX:AJBU) – Its Data Centre Business Dominance is Still Intact”

Sheng Siong (SGX:OV8)- This Retail Story is Not Done Yet

Sheng Siong (SGX:OV8) was established in 1985 and listed on SGX Mainboard in August 2011. It is one of Singapore’s largest retailers with 63 stores across the island. To date, Sheng Siong has over 1,400 products under 23 house-brands. Its first overseas store in Kunming, China opened for business in 2017 and a second inContinue reading “Sheng Siong (SGX:OV8)- This Retail Story is Not Done Yet”

Bumitama Agri (SGX:P8Z) – This Palm Oil producer is highly under-priced

Palm oil plantation companies has been the talk of the town since past few weeks. Palm oil’s spot price moved up from its multi-year low price level of $576 per mt (in May 2020) to the current level of $1031 per mt (almost 72% return). This is the highest price level in past 10 years.Continue reading “Bumitama Agri (SGX:P8Z) – This Palm Oil producer is highly under-priced”

Singapore Q1FY21 GDP Growth- Some Green Shoots are visible now

Singapore has begun the FY21 on a great note. Its economy has registered a better-than-expected GDP growth of 0.2% in Q1FY21 Vs Q1FY20 (same quarter last year). Though, the consensus estimates for this quarter was a contraction of 0.2%. This was a great performance by all measures, as till Q1FY20, the economy was operating withContinue reading “Singapore Q1FY21 GDP Growth- Some Green Shoots are visible now”

Wilmar (SGX:F34) – Don’t Ignore This Commodity Super Cycle Beneficiary

Palm oil plantation companies has been the talk of the town since past few weeks. Palm oil’s spot price moved up from its multi-year low price level of $576 per mt (in May 2020) to the current level of $1031 per mt (almost 80% return). This is the highest price level for the Palm oilContinue reading “Wilmar (SGX:F34) – Don’t Ignore This Commodity Super Cycle Beneficiary”

ThaiBev (SGX:Y92)-Should We Get Drunk with this Beverage Story?

The Beverage Industry is typically understood to be ‘recession-proof’ i.e. non-cyclic. This is on general premise that the drinkers will continue to have their drink notwithstanding the economy’s performance. Beverage Industry is broadly divided into alcoholic and non-alcoholic segments. There are several players in this industry. But the company that stands out from the crowdContinue reading “ThaiBev (SGX:Y92)-Should We Get Drunk with this Beverage Story?”

Archegos Capital’s Asia Connection & Potential Impact on SFOs

Early this week, a lesser known Company, Archegos Capital (setup as “Single Family Office” or SFO) was forced to liquidate its $30B position by Goldman Sachs , Morgan Stanley and Deutsche Bank to meet the margin call. Credit Suisse and Nomura were its other creditors , who were caught completely off-guard (both together may takeContinue reading “Archegos Capital’s Asia Connection & Potential Impact on SFOs”

Is there any steam left in Glove Manufacturers stocks?

Year 2020 was so special for glove manufacturing counters. We witnessed unprecedented surge in stock prices of medical or surgical glove manufacturing companies – Top Glove’s share price (SGX & KLSE listed) shot up 6-times its pre-COVID19 stock price. Though, after US sanctions on forced labor, it pared most of the gains in its stockContinue reading “Is there any steam left in Glove Manufacturers stocks?”