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Hi all, as I am unable to commit on a frequent basis and given that I am currently busy with my work commitments, it is unfortunate for me to announce that this blog will cease to be updated. It has been a great journey so far. My passion in investing is still going ever strong but we … Continue reading

China Minzhong (CMZ) – Post 2012 3Q Conference Call

Following up from my previous post on CMZ, I had the privilege to have a call with their IR manager Dave Tan, to better understand the effects of the late winter. Below are the key notes from the conference call – please a note if you are interested for the full version. I am now … Continue reading

China Minzhong – Mgmt Share Structure *Updated*

Edited: Thanks to Vseeker, there was a slight mistake in my calculation. The share transfer to CFO Siek’s CDP account is entirely based on his (CFO) own shares and have no relation to CEO Lin Guo Rong’s shares. Nonetheless, the discrepancy does not change my underlying conclusion much – except the added question of the rationale … Continue reading

CSE Global – Substantial Shareholders (CAM & Amundi)

Given the recent sell down on CSE Global counter, I figured it will be good to do a write up about its substantial shareholders (SSH) and also some thoughts regarding Amundi’s recent sell down. For those who do not know, one can easily check out the list of substantial shareholders of company through its annual … Continue reading

CSE Global – FY2011 Review

CSE Global had just released their FY2011 results tonight. I have compiled together a 7-year historical P&L and Balance Sheet Statement below: *Sorry for the size, click on it for full view Some of my thoughts: CSE results wasn’t that much of a shocker given they had already issued a profit warning and FY11 PAT … Continue reading

Nera Telecommunications

Yet another offer bid, another special situation opportunity. On 10 Feb 2012, Nera Telecommunications announced that ST Engineering (STE) has offered to buy over Nera at S$0.45 per share, bringing to a total consideration of S$163m – based on 361.9m outstanding shares. Irrevocable undertaking has already been pledged by Eltek, a 50.5% substantial shareholder of … Continue reading

CSE Global – 4Q FY2011 Profit Guidance

Truly, the market has time and again proved the importance of having a margin of safety. Investors following CSE Global will have known about its profit guidance announcement on 6 Feb. Not much information has been disclosed yet from CSE and we will have to wait till its result briefing sometime late Feb. But first, … Continue reading

KTL Global

One man’s poison is another man’s meat. Apart from the extensive research of stocks which I have been posting up as my investment or close-investment potentials, I will also be starting to write on stocks which I have been screening through but have decided not to invest in. A brief post will be dedicated to … Continue reading

CSE Global (Research)

Investing is often more of an art than a science. And CSE Global opportunity has just reinforced that in me. People familiar with the company should know that CSE Global has met with a significant cost overrun in its telecommunication projects in Middle East. With around S$27.1 million incurred in cost overrun, this had led … Continue reading

China Minzhong (Research)

Another SGX equity which has come under my watchlist. It was originally under my watchlist when the price dropped to below S$0.90 on October. However, the recovery rally happened faster than expected. Recently, it caught my attention when it fell to below S$0.70. But unfortunately, recent rally to S$0.855 might have priced it too expensive … Continue reading

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