OKP Pros and Cons Analysis

Pros Acceptable moat - only listed road specialist, many years of experience and track record Strong financials, FCF, ROE, margins Good dividend yield Even though undertaking mostly government projects, margins are high - shows management competence China Sonangol catalyst (construction of condos, overseas opportunities, can be acquisition target) Oil and gas industry catalyst Property development … Continue reading OKP Pros and Cons Analysis

Adampak SWOT Analysis

Strengths Good numbers and better than Brady’s (better NPM, ROE, ROA, div yield, lower PE than industry) Barriers to entry - stringent requirements; strong relationship with clients (Seagate, Maxtor, HP, WD) and clients want reliability; established track record Integrated capabilities and production facilities 70% repeat customers Management holds around 40% of company Experience of management … Continue reading Adampak SWOT Analysis

Trading vs Value Investing During a Recession

During a prolonged market downturn, many good companies get beaten down in price due to market sentiments. A few months back, some good companies such Capitaland, SIA Engineering, Hyflux, ARA, etc were at low prices. I was very tempted to buy some of these companies for a short-term trade up. Even though the companies might not … Continue reading Trading vs Value Investing During a Recession

Coffee with FFN and Andrew Hallam

Andrew Hallam is an English teacher at Singapore American School. He built a million dollar portfolio on a teacher's salary, while still in his 30s. His book, Millionaire Teacher, is an international bestseller. FFN: At what age did you get started in investing? AH: I started to invest when I was nineteen. FFN: How did you … Continue reading Coffee with FFN and Andrew Hallam