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”

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?”

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?”

iFast Corporation – An Irresistible FinTech Opportunity In Singapore

iFast Corporation is one of those handful of companies which has managed to capitalize on COVID19 situation. iFast is leaving no stone unturned in becoming a preferred choice for both B2B and B2C wealth investment platform across the south-east Asia regions. iFast was founded in the year 2000 and is now proving to be oneContinue reading “iFast Corporation – An Irresistible FinTech Opportunity In Singapore”

An Interesting SG Semiconductor Story – AEM Holdings(AWX.SI)

Of Late, there has been so much buzz about companies operating under semi-conductor business line. This buzz was primarily due to increased focus on 5G, Artificial Intelligence, IoT and EV. There is no absolute dispute on the growth prospects for this industry segment. But, for medium to longer term common investors, the prevailing valuation ofContinue reading “An Interesting SG Semiconductor Story – AEM Holdings(AWX.SI)”

SGX Limited (SGX: S68) – Feb 2021

In Singapore market, it will be really a herculean task to find a company which has given consistently 34-40% return of equity (RoE) since past 10 years. But Singapore Exchange limited is one of such companies, which has given such consistent returns. Below is SGX ltd’s (SGX: S68) historical Return of Equity (RoE) – YearContinue reading “SGX Limited (SGX: S68) – Feb 2021”