Read? Lost Your Money In Hyflux???Read? Me too: Lian Beng (3)Recycle forced recovery of LBG capital soon. Tmr?Those Hero stocks of 2009 - 2011 that helped to recover from 2007 to 2009 draw-down of - 53%Top two past heroes are dead!Noble (Wrote off)Olam (All sold)Kep Corp (Top 1 holding)Semb Corp (Top 2 holding)Semb Marine (All sold)Hyflux (Wrote off)Biosensors (Taken Private)CPL (Reduce to minor holding) <--- Another forced recovery of invested capital soon to switch Horse!

Read?  Me too: Lian Beng (2)ON Monday, the Ong family which controls civil engineering and construction group Lian Beng announced a mandatory conditional cash offer at 50 Singapore cents per share, following a married deal.The family had, through its investment holding company Ong Sek Chong & Sons, acquired nearly 5.9 million shares or about 1.2 per cent of the total number of issued and paid-up ordinary shares issued by Lian Beng Group.Prior to the market acquisition, Ong Sek Chong & Sons and its concert parties held about 43.6 per cent of voting rights in Lian Beng. With its recent acquisition of more than 1 per cent of shares in Lian Beng, it was required to extend a mandatory offer.The offer price represents a premium on the last traded price of 47 Singapore cents on

AGRIFOOD giant Olam International on Tuesday posted a 13.1 per cent drop in profit after tax and minority interests (PATMI) to S$155.6 million for the first quarter ended March 31, from S$179.1 million the year before.The group also announced a three-for-20 rights issue which has been priced at S$1.25 per share. Olam expects to raise S$601.7 million in gross proceeds, which will be utilised to repay the debt used to fund its US$950 million acquisition of Olde Thompson last month.Read? OlamUpsize Olam Round 12 by 16% and its holding price down by 2%Next one tio upsize will be SML dividends in specie from SCI!

 STI is near 3200. It is at or near pre-covid levels. My initial gameplay is to start to offload some counters to increase cash holding as STI goes 3200. I did not. Whenever I made a sale, I would have redeployed funds back rather quickly. I struggled with an inner voice that is shouting "greed is creeping in", and cognitive dissonance that claimed there is still much to recovery.1)  STI recovery is lead by banksA quick look at my companies under my radar, only the banks and YZJ are back to pre-covid level (in terms of price), many counters are still at 5 years low. If you are thinking of "reversion to mean" as a way to play the recovery theme, I would think there are still meat out there. Of course, each and every company has a different story, but CDG and CDL are

 

For investors who have just started out, one often-recommended book on value investing is “The Intelligent Investor” by Benjamin Graham. The book introduces the concept of utilising the fundamental analysis to find a company that is currently undervalued. Understanding the concept of value investing is one step. The next step investors would face is how to pick the right companies from the hundreds of companies listed. On Singapore Stock Exchange (SGX) itself, there are already 700 companies listed. Fortunately, there are many stock screeners available for investors to sieve out listed companies based on the metrics we desire. For this article, we would be focusing on using SGX Stock Screener to find Singapore listed companies of great value. Additionally, we can also find out which co

 

Earlier this week, Deputy Prime Minister and Finance Minister Heng Swee Keat presented the Singapore Budget 2021 to the nation. As the world is still in the midst of the COVID-19 pandemic, Budget 2021 was a vital one as it indicates the direction for which Singapore intends to embark as we prepare for economic growth in the post-COVID-19 world. In this week’s edition of 4 Stocks This Week, we highlight some companies that might hope to capitalise on growth as our country enters a post-COVID-19 world. For those interested in what our editorial team thinks about Singapore Budget 2021, you can watch our DollarsAndSense Tonight Post-Budget Discussion. Singtel (SGX: Z74) One notable difference in this year’s budget was the number of times the DPM referred to Singapore companies during his

Read? Round 12 : Bought Olam @ $1.48Sudden surge of more buying? Hmm ...

STI closed at 2843.81DBS  ($25.04)UOB ($22.59)SPH   ($1.13)NetLink Trust ($0.965)SingTel ($2.31)StarHub ($1.31)CityDev ($7.97)Keppel Infra Trust ($0.545)Olam ($1.53)SIA ($4.28)SIA MCBZ300608 ($0.972)Keppelcorp ($5.38)SembCorp ($1.71)Sembmarine ($0.143)SIA Engineering ($1.97)CDL Trust ($1.27)AsiaPay TV Trust ($0.119)Capital China Trust ($1.39)Ascendas India Trust ($1.38)Lippo Malls Trust ($0.062)SuntecReit ($1.49)OUE Comm Trust ($0.385)StarHillGlobal Reit ($0.505)MapleLogistics Trust ($2.01)SATs ($3.98)First Reit ($0.235)KReit ($1.12)SoilBuild Trust ($0.535)HPH Trust ($0.26)AscotReit($1.08)SingPost ($0.705)Comfortdelgro ($1.67)Dutech ($0.24)Ezion ($0.046)*SunningdaleTech($1.53)Kimly($0.315)UOL ($7.71)ST Engineering($3.82)SBDEC17 GX17120W (25,000)SBOCT18 GX18100V (13,000)ATREA