Value Investing
SingPost: Income yield opportunity or deteriorating fundamentals”
Singapore Post, a favorite income yield stock amongst income investor have fallen off from a stable price range. Is this an opportunity to accumulate or is there something wrong with the company? For a yield stock that was so stable at $1.10 it fallen down to $1.00 and now another free fall. Honestly I think [...]
The secret behind stock splits
For some stocks, when the price appreciates to a certain target price, the management may decide to split the existing share to smaller shares. This is to improve liquidity. Since going public in 1965, McDonald’s has paid twelve stock splits. Similarly, when the share price is too low, the management may decide not consolidate the [...]
HG Metal Quick Take: How to kill a steel stockist
We talked about steel stockist Asia Enterprise Holdings Q3 2011 results yesterday. This week The Edge profiled HG Metal, a steel stockist that got into a bit of an issue during the last financial crisis. [AEH Q3 Report here>>] This presents a good case study for steel stockist investors or interested investors to manage their [...]
MIIF’s Taiwan Broadband Communication: Pretty Impressive growth
I mentioned yesterday that Macquarie International Infrastructure Fund (MIIF) may be an attractive proposition. (article here >) Today I present some data on TBC, which is a 47.5% owned asset by MIIF. MIIF increase their stake from 20% to 47.5%. Why increasing their stake in TBC is good? If we look at the business, it [...]
Telecom Investing: Moving beyond Tiered Pricing and Charging by Services Rendered
Its an exciting week but lets not get ourselves distracted. Some fundamental knowledge about the telecoms we are investing is important. We talked about in the past why telecoms in US and Europe are moving towards tiered pricing and charging more to people who use more mobile bandwidth. The future could be that Singtel and [...]
