Portfolio
C&G Industrial Holdings:Cash more than Share Price?
The latest quarterly report wasn’t very favorable to C&G Industrial Holdings, but are investors in C&G smart to dump it or are we sensing something amiss?
Here are some key notes from the quarterly repot:
Revenue fell by 7.2% compared to previous period in 2007
Sales were affected due to snow storm in early 2008
Normal yarn products with […]
Introducing my Dividend Stock Tracker
How it came about
It started off with a frustration that i had whenever i use my excel sheet to keep track of my dividend stocks and other not-so-good dividend stocks. The frustration was that whenever i see a stock that was sold down pretty badly, i had to find the stock price and key it […]
Macquarie International Infrastructure Fund (MIIF) quarter review
Its time to screw MIIF. The infrastruture play that people say good and others say that it is deeply suspect.
They just released their quarterly report and by all figures it looks like they are suffering the effects of this global slowdown.
Net income was 25 million vs 145 million in the same period last year. This […]
Sarin Technologies Quarter Report
This is the most unexpected good results that i have gotten. I would expect the diamond industry to be weaker due to weak US consumption but it is fortunate that Sarin did produce a good set of results.
Revenue was 21% better than last year the same quarter
Profit was 43% better than last year
Cost on R&D […]
Hongwei Technologies half year financial results
For Hongwei Technologies, there weren’t much changes in this half year result presentation.
Net profit fell from 29 million RMB to 25 million RMB. The main reason for the fall have been a 165% increase in interest expense and 93% increase in income tax. Other than that Revenue grew 1.9%.
The shocker for Hongwei technologies lies in […]
Food Junction 3rd Quarter Results
This company, which i thought was a gem when i started investing 4 years ago, have been stagnating or even deteriorate during the past 4 years.
ROIC and Margins were decreasing but the biggest problem have been execution in overseas market. While BreadTalk have been doing well in this realm, Food Junction have struggle with its […]
Courage Marine 2nd Quarter Results
Just 2 weeks ago there have been a slew of results release on companies i own and i plan to write about them. It just that work have been pretty busy thus i can only update briefly here until now.
The first company i am covering is Courage Marine. despite the fall in Baltic Dry Shipping […]
SPC: Singapore Petroleum Corporation second quarter results
Just got wind from Maki that SPC have just released their second quarter results. so how did they fair?
Revenue Growth was 64%
However, net profit grow by only 0.5%
Compare to previous year cash position was drastically reduced to 290 mil from 475 mil
However, what has increased are derivative instruments from 7 mil to 64 mil
Increase in […]
ST Engineering: Might not be as cheap as you think
Readers from SGFunds would have notice that in one of the topics i did my usual rant on things that gets me frustrated.
I am vested in ST Engineering and not in the usual way since I have company units in there. And pretty much this would explain a huge portion of why i am so […]
The case of the very bad warrant hedge
I been meaning to write this but couldn’t find the time. Work have really driven me insane these few days.
Technical readings on the S&P 500 at the start of March 08 tells me that we could actually be in for more downside risk. since it broke the 200 day weekly moving average,the next forseable target […]
