18-02-2014, 01:48 PM
18-02-2014, 01:51 PM
BlueKelah,
My top 3 are:
Thai Beverage
Pan United
Chip Eng Seng
My top 3 are:
Thai Beverage
Pan United
Chip Eng Seng
18-02-2014, 01:53 PM
1) Vibrant- contribution from new biz
2) Acma - Alternative fuel play
3) Ipco - Asset play
4) Ntegrator - Myanmar telco play
5) Midas - China infra play
2) Acma - Alternative fuel play
3) Ipco - Asset play
4) Ntegrator - Myanmar telco play
5) Midas - China infra play
18-02-2014, 09:41 PM
Top 5 undervalued stocks
-Penguin International
-XMH
-Falcon Energy
-Heeton
-Hiap Hoe
-Penguin International
-XMH
-Falcon Energy
-Heeton
-Hiap Hoe
18-02-2014, 09:51 PM
Sing Holdings- RNAV of $0.71, a 70M and increasing cash hoard
KSH Holdings - RNAV of $1.02
Valuetronics- P/E band of 5-6, using forecast FY results (est 6.2 EPS), it is to be approx. 31-36 cents, turnaround stock.
Tiong Woon- Undervalued asset base
Amtek- Turn around story with good cashflow
KSH Holdings - RNAV of $1.02
Valuetronics- P/E band of 5-6, using forecast FY results (est 6.2 EPS), it is to be approx. 31-36 cents, turnaround stock.
Tiong Woon- Undervalued asset base
Amtek- Turn around story with good cashflow
18-02-2014, 10:03 PM
To make things interesting, I won't mention anything that I already have a stake in. But these are a few companies I think are worth looking at if one has time and energy to do so -
Hotel Royal - asset play
Amtek - cyclical cash-flow play
Kingsmen - steady grower
United Engineers - break up play
CDLHT - hotel recovery play
(Not Vested)
Hotel Royal - asset play
Amtek - cyclical cash-flow play
Kingsmen - steady grower
United Engineers - break up play
CDLHT - hotel recovery play
(Not Vested)
18-02-2014, 10:20 PM
(18-02-2014, 10:03 PM)Nick Wrote: [ -> ]To make things interesting, I won't mention anything that I already have a stake in. But these are a few companies I think are worth looking at if one has time and energy to do so -
Hotel Royal - asset play
Amtek - cyclical cash-flow play
Kingsmen - steady grower
United Engineers - break up play
CDLHT - hotel recovery play
Just to create interest and discussion:
I had difficulty in choosing which company is best, so I decided to divide among a few. Thus my no 1 top 5 is divided among Roxy, Chip Eng Seng, Hiap Hoe, and Heeton.To me they are in same business, undervalued against rnav, and secured earnings as they have sold majority of their singapore developments.
My other 4 then are New Toyo, Tai Sin, 2nd Chance and St******. I am thinking of reducing 2nd C now as unsure of its growth and add to St******.
18-02-2014, 10:31 PM
My Picks:
St****** - unlocking in progress but $ in 2017, industry conditions remain strong due to lack of new supplies of room down under. Apart from dividends, one can only trust the man to deliver
UE - see my analysis, trust the bankers and hope for corporate raiders
Fraser CP - Cornered stock still and trust Thai Towkay to deliver more goods
LKH - Family controlled property company under-going transformation to sustain dividend payout while staying lean to pounce on opportunities when local property mkt corrects further
CMPac - Pan China infrastructure play backed by a credible parent with proven track record spanning more than 1 decade.
Vested
St****** - unlocking in progress but $ in 2017, industry conditions remain strong due to lack of new supplies of room down under. Apart from dividends, one can only trust the man to deliver
UE - see my analysis, trust the bankers and hope for corporate raiders
Fraser CP - Cornered stock still and trust Thai Towkay to deliver more goods
LKH - Family controlled property company under-going transformation to sustain dividend payout while staying lean to pounce on opportunities when local property mkt corrects further
CMPac - Pan China infrastructure play backed by a credible parent with proven track record spanning more than 1 decade.
Vested
18-02-2014, 10:42 PM
Below are 5 stocks where I have the highest stake in alphabetical order:
Hong Fok (at less than 0.45 P/B; new hotel up in 2018/19, if you don't mind the corp gov + long wait)
JSH (discount to its sum-of-parts using market price for its Jardine companies )
Manadarin Oriental (PER not cheap, but 29 hotels now and 16 under dev, earnings shd grow given time.)
Marco Polo Marine (Earnings should grow with new OSVs from 2H 14 onwards)
Wheelock (HK) (at 0.44 P/B, owned by Third Avenue Value Fund, downside is weaker HK property mkt)
Hong Fok (at less than 0.45 P/B; new hotel up in 2018/19, if you don't mind the corp gov + long wait)
JSH (discount to its sum-of-parts using market price for its Jardine companies )
Manadarin Oriental (PER not cheap, but 29 hotels now and 16 under dev, earnings shd grow given time.)
Marco Polo Marine (Earnings should grow with new OSVs from 2H 14 onwards)
Wheelock (HK) (at 0.44 P/B, owned by Third Avenue Value Fund, downside is weaker HK property mkt)
18-02-2014, 10:48 PM
My top 3 are :
Suntec, Wilmar & Sinotrans. I had others in my portfolio but they are fair value now with the current price
Suntec, Wilmar & Sinotrans. I had others in my portfolio but they are fair value now with the current price