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”

Sectors which can Defy the High Interest Rate Environment

We recently witnessed a huge meltdown in the stock markets because of sudden spike in benchmark 10Y US Govt bond yield.  Whether this higher Bond yield will sustain for longer term, it is of anybody’s guess. In the rising interest rates environment, both businesses and consumers suffer and both will be forced to cut backContinue reading “Sectors which can Defy the High Interest Rate Environment”

Carbon Tax and Impact on SGX listed Companies

It is quite evident that the climate change is impacting us all. But we can see that corporate world are not sitting idle. The entire industry is undergoing with a painful transition. Industries across various sectors are phasing out old machines & technologies and adopting clean technology in order stay competitive and compliant with theContinue reading “Carbon Tax and Impact on SGX listed Companies”

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)”