Media Type: Print

Read Article Here Investors urged to stay on the sidelines, as STI sees largest single-day drop in over 10 years SINGAPORE — The Singapore stock market on Monday (March 9) suffered its largest single-day drop since October 2008, as markets around the globe were battered following a plunge in oil prices that fuelled rising alarm over the … Read more

VICOM’S proposal to split each of its ordinary shares into four could breathe new life into a relatively illiquid stock known for dishing out steady dividends. Vicom’s theoretical post-split share price of S$1.953, calculated based on the volume weighted average price of S$7.813 per share for trades done on Feb 12, would make the stock … Read more

Read Article Here Mixed impact seen for pound rout on Singapore firms NATALIE CHOY JUL 25, 2019 05:50 AM Singapore THE British pound, which has fallen since the Brexit vote, took another beating with the changeover at No 10 Downing Street – but its impact on Singapore firms with UK exposure is likely to be … Read more

I was asked for my thoughts on SGX | My Gateway’s recent acquisition of Smartkarma, a digital investment research network. I told The Business Times that I think this move will be positive, especially since I am an advocate of finding great value in less well-known (and researched) small caps and because liquidity in the Singapore market has … Read more

Read Article Here My early coverage of 2 IPOs had the biggest impact on my philosophy as an investor and fund manager Whenever anyone asks me what were some of the things that had the biggest impact on my investment philosophy, I always go back to two of the earliest stocks I covered as an … Read more

As an analyst in the past, I understand the challenges they face as well as the value they provide. While I would not trust an analyst report, it doesn’t mean that there isn’t value in it. You should not trust the recommendations in an analyst report. However, you can use it to better understand the … Read more

Read Article Here Tech stocks take a beating amid Washington’s ban against Huawei Singapore-listed semiconductor firms could take further hits from higher tariffs if US-China truce is delayed SINGAPORE tech counters faced selloffs on Tuesday in the wake of Washington’s ban of Huawei Technologies from purchasing parts and components from American firms without US government … Read more

I was invited to speak at the Mid-Year Investment Forum, organised by The Edge Singapore, on 6 July 2019. While this year’s theme focuses on navigating market volatility, I personally believe that businesses must go on, even amid the escalating trade tensions. This will present pockets of opportunity to invest in cyclical sector stocks, which i … Read more

I met up with Sean Lee, CEO of Marco Polo Marine, recently. He managed to successfully restructure the company and re-list in Feb 2018. None of the other ailing offshore & marine peers have done the same. Marco Polo just released its half-year results which appear to be underwhelming, with losses of S$2.6m. Digging a … Read more

Memtech International, a counter Azure Capital owns and the biggest mover in the market yesterday, was a subject of a voluntary conditional offer of S$1.35 for each share to delist the company. Given the premium over Memtech International’s average recent price, this represents a good exit for most shareholders, especially since the counter is not the most … Read more