sgxstockpicker.blogspot.com

Sarin Technologies

2012-02-16T21:36:00.000+08:00

Here are some charts and articles on Sarin Technologies. The company makes machines that cuts diamonds. It has doubled in terms of share price five years ago, and at its lowest in 2008/9 financial crisis, increased 10 times in terms of share price. Interestingly, this stock has been covered by donmihaihai. The chart that I have generated above shows quarterly revenue and earnings, as well as the

Earnings Brief: Capitaland, Sarin and Elite KSB

2012-02-14T07:36:00.000+08:00

Capitaland announced that its earnings for FY2011 fell 10.8 per cent to SGD 3.01 billion. Profit after tax and minority interest fell 25.8 per cent to SGD 1.06 billion. The company has proposed a 6 cents ordinary dividend along with a 2 cents special dividend. Maker of diamond cutting machines Sarin Technologies announced FY2011 revenue of USD 57.8 million, along with earnings of USD 17.4 million

Stuff I am thinking about : China Animal, Neratel and others

2012-02-12T21:35:00.000+08:00

I had a quiet weekend spending money, buying stuff for my weekend football games. Unsurprisingly, I went to Queensway Shopping Centre to get my new pair of boots as well as some footballs. But before I went there, I read a few posts online regarding China Animal Healthcare and its interesting sell queues. I spent a little time vexing over this issue because while the writer had put a positive

Etika shows recovery for FY 1Q2012/13

2012-02-10T23:14:00.000+08:00

Revenue increased 19.6% to RM 246.7 million for the three months ended December 31, 2011. Profit after tax, minority interest grew 35.8% to RM 5.4 million. Margins have improved slightly due to stabilising of raw material costs. These numbers are not impressive but point towards a recovery as the company gains momentum in its effort to reap the synergies from its earlier acquisition. More here.

My Holdings As Of February

2012-02-05T22:36:00.000+08:00

The chart above shows my holding based on their current market value. It shows clearly how concentrated I am to just a few stocks, although there are 12 names on that list. The top three holdings - Etika, GMG and Elite KSB - make up slightly more than half my portfolio value. Overall, I have a good mix of cyclical and defensive stocks. Stocks that I would dispose of would be the three smallest

Calling for stock ideas (SGX-listed)

2012-02-04T17:57:00.000+08:00

Hey Guys, I am looking to invest in SGD 5,000 for at least two years. If you have good ideas, post them in the comments section. Many thanks!

Don't trust people with your money too easily

2012-02-04T10:20:00.000+08:00

This is a great read from http://www.cxoadvisory.com/investing-demons/ which tells us not to trust the various experts in the market. The article struck a cord with me because I was reading some forecasts which incidentally were grounded on Technical Analysis. Some of the Technical Analysis are too fuzzy, often requiring the retesting or confirmation of multiple levels in between. Upon careful

Portolio and other updates

2012-01-31T20:40:00.000+08:00

This is an interesting read from Uncle8888. He shares with us his very long experience and journey holding on to a stock that eventually rose multiple folds in price. My only issue with his post is that the returns will only be fantastic if the whole portfolio comprised multi-baggers. Anyway, I have provided an update of my portfolio on my other blog. Feel free to read. Some random things that

Why should you publish a book?

2012-01-30T07:52:00.000+08:00

I read this link from that was fed to me through my LinkedIn account and it has reignited my desire of publishing a book. To summarize his article, he says that bloggers should self-publish due to the ease and channels available to them in this current age. Furthermore, bloggers already have content, they just need to repackage and enhance that content to monetize it. Although his article is

Buying a pair of jeans

2012-01-29T14:09:00.000+08:00

I am going to buy a pair of Levi's jeans soon for casual occasions. This would make it my fourth pair in my short life. My first two pairs of Levi's were heavily "discounted" because I used vouchers to offset the total bill. The vouchers were given to me by an army mate who went off with the cheap jeans I had loaned him! I had to throw away the first two because I slowly put on weight (sigh) and

What have I learnt over the past three years?

2012-01-28T10:18:00.000+08:00

My official journey into the investing world started about three years ago. As I have always repeated, I bought my first stock in the now de-listed Singapore Petroleum Company with most of the monies borrowed from my mother and brother. The company eventually got bought over and I made a small fortune. In those three years, I have grown that one-stock portfolio into something slightly bigger,

Losing weight through walking

2012-01-28T09:02:00.000+08:00

I have recently started walking for about one hour in the evening. I do this when I do not feel like going for my run at work or if it rained at the evening slot. This was also motivated by my pregnant colleague's. nurse's advice. She told her that she should try to walk for an hour after each meal. My colleagues felt that it was a difficult task considering they have to lug their swollen tummies

Bought 20 lots of Etika, sold off Asiatic

2012-01-27T20:02:00.001+08:00

I bought 20 lots of Etika after selling my stake in Asiatic. I had thought of selling all losing positions but I felt that that would be too drastic. That would also require me to sell off my stake in China Animal Healthcare. Nonetheless, I am monitoring the market to sell into strength. I has been quite some time and some of these stocks do not seem to recover.

2011 Top Picks Review

2012-01-21T19:02:00.000+08:00

Name Action 31-Dec-10 31-Dec-11 % Change Loyz Energy Long 0.36 0.46 -20.88% Kreuz Holding Long 0.32 0.44 -27.27% GMG Global Long 0.11 0.30 -62.71% Auric Pacific Long 0.54 0.66 -17.56% Biosensors Long 1.43 1.13 26.55% Keppel Corp Long 9.30 11.32 -17.84% UOB Long 15.27 18.20 -16.10%

A dollar saved is a dollar earned

2012-01-21T09:56:00.001+08:00

The moral of today's post is that your path to financial freedom must depend on the lifestyle you want to lead. My colleague shared on Thursday that he has a very big piggy bank that he kept his change. He stashed away enough to eventually buy an iPad. Last night, I paid off one of my largest credit card bills ever since taking on my own card. The bulk came from lessons I had signed up and books

http://investorsingaporean.blogspot.com/

2012-01-14T20:55:00.000+08:00

Dear All, I hope your New Year has been great. I have since started posting at http://investorsingaporean.blogspot.com/ . I will do an as-and-when update there, so do continue your support. Many thanks.

Final Score for 2011

2011-12-30T18:16:00.002+08:00

The local stock market has closed for 2011 and it is time to update some scores. Same basket of stocks on end-2010 vs STI year-on-year Sgx Stockpicker -26.8 % vs STI -17.5% This has been a terrible year! For most long-only investors such as myself. As I have written before, almost everyone on the street and the CBD were over optimistic and what hit us hard was the resurfacing of the

Portfolio annual review

2011-12-27T12:14:00.001+08:00

I am on leave for the whole week so let me start by reviewing the portfolio. Considering that there have been several additions to the portfolio, it would be convenient to measure the performance of the basket of stocks that were held at the end of last year, and those very same stocks now. On this basis, I did very badly. I ended 2010 with SGD 45,350 and of of just now, those very same stocks

Some housekeeping

2011-12-19T09:35:00.000+08:00

Went to buy some long overdue furniture over the weekend - bed frames and a bookshelf. The old one that I had bought from Ikea gave way and I have been sleeping with the spring mattress on the floor for quite some time. Bought the furniture from a corner shop in the neighbourhood. I realise that I was very bad at bargaining. No doubt there were no list price on the photo file that I was given,

A case of over optimism

2011-12-13T07:27:00.000+08:00

It is time to revisit this post. I had accidentally removed the poll results from the sidebar but in narrative, most of the readers polled expects the STI to be up 5% from the start of the year. Unless there is a remarkable rally all the way to the end of the year, we are no where near that level required (3,350). This has been a case of over optimism and readers were joined by the stock analysts

SGD 30,000 invested level

2011-12-02T20:18:00.001+08:00

Using some creative accounting, after subscribing to GMG Global's rights issues (20,000) and some excess (2,000), I have invested SGD 30,000 of my own money in the market. "My own money" excludes those money from sales and dividends. My current portfolio is estimated to worth just under SGD 40,000. That means if I were to cash in everything, that would mean that my profit would be about SGD

Portfolio sinks on rights issues, penny plays

2011-11-30T20:56:00.000+08:00

I realised how difficult it was to show what was the current score of the portfolio and decided to lump all the stocks that were held since the start of the year with those that were recently acquired. It does not look good. YTD unrealized loss: SGD 12,936 YTD unused dividends/gains : SGD 167 YTD portfolio value: SGD 39,361 In another words, I am down 25% for 2011! Most of the losses were from

Bear markets makes clear purpose of stock exchange

2011-11-18T00:54:00.000+08:00

In a bear market, the reason why a company sells stock to the public becomes clear: to raise capital by all means necessary. One way has been to sell stocks in a company that does not have the money there and then runaway after you have been found out. The S-Chips are most guilty of doing that, as the down turn called their bluff. Fortunately for them, Singaporean investors go in with their eyes

Bought Noble Group 3 lots @ $1.21

2011-11-14T20:43:00.001+08:00

Tapped SGD 3,000 in cash and some of my unused dividends to buy 3 lots of Noble Group at SGD 1.21. I think the stock still has some legs despite its precipitous decline in stock price after announcing its third quarter results. My investment thesis is simple: Noble is a good stock with a good business model but has management succession issues. I strong believe that the stock is oversold and that

Portfolio Major Corporate Updates - Part 1

2011-11-12T12:30:00.000+08:00

Asiatic Group 1H12 revenue increased 3.9% but earnings fell 27.7% to SGD 0.8 million. For both the biomass project in Malaysia and hydro project in Vietnam, construction has commenced and project financing of both projects are undergoing negotiation and an update of the progress will be made known in due course. Action Asia 9M11 revenue fell 37% while earnings fell by more than half to SGD 9.0