CH Offshore, CSE Global and Yangzijiang Analysis

I have analysed the companies mentioned above. CH Offshore - Pros: Good dividend yield Lowest P/E amongst the three Highest Gross Profit Margin and Net Profit Margin amongst the three Highest Current Ratio CH Offshore - Cons: Extremely high CAPEX Thus, no free cashflow for a number of years This one aspect has put me … Continue reading CH Offshore, CSE Global and Yangzijiang Analysis →

Analysis of marine companies

I did a very quick broad analysis of the offshore companies covered in the talk. After the analysis, I have narrowed down to just two companies: CSE Global and Yangzijiang. I will discuss why the other companies didn't make the cut. SBI Offshore Good financial numbers But, just IPO recently so have to wait and … Continue reading Analysis of marine companies →

Offshore Marine Talk

I went for an offshore marine sector talk organised by CIMB and it was held at Raffles City Convention Centre. I have been staying away from the offshore marine sector every since I started investing as I didn't understand the industry at all. However, after attending the talk, I have a better understanding of the … Continue reading Offshore Marine Talk →