Update: 
Added 

- $Ascendas-hTrust(Q1P.SI) , $VS(6963.MY) , $2298
$CapitaLand(C31.SI) $Tuan Sing(T24.SI) 
$Sasseur Reit(CRPU.SI) $CSE Global(544.SI) $ComfortDelGro(C52.SI)

Completed the Pros and Cons of the above stocks in the spreadsheet: 
https://docs.google.com/spreadsheets/d/1Ql...

Let me know if you have any stocks you want me to go through in priority... Feel free to shoot any questions in the comments too!

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9 comments
Smallcapasia

Added one malaysia and one hk stock!

alan999

Added Tuan Sing?

Smallcapasia

Reply to @alan999 : ya in the google sheets

Smallcapasia

updated the link. can ur take a look now?

Smallcapasia

oh.. weird.. maybe i paste the wrong link.

benedictyong0

Hi, not able to access. Thanks

IMLES

Thanks. Not sure if I am given authority to access but was not able to.


Recommended & Related Posts

Smallcapasia started a poll
2.67 M


Discover SG & HK stock ideas from from our Stocks' Database @
http://bit.ly/InvestorsExchange


*We (@CS_Jacky and @Smallcapasia) are back (again) after a long break and going to take this slow and steady in future. We implemented the following improvements to serve you better:


  • Stock Rating based on our own opinion (on a scale of 1 to 5 stars)
  • Write-up URL Links (want to read analyst report or blogger write-ups on a particular company? Now you can!)
  • Up-and-coming Addition of HK stocks (HKEX is gunning for all the big names like Xiaomi, HaidiLao and we don't want to be left out.)


At the same time, here are the stocks (and adding):

$SingTel(Z74.SI) $Old Chang Kee(5ML.SI) $800 Super(5TG.SI) $StarHub(CC3.SI) $CapitaMall Trust(C38U.SI) $ComfortDelGro(C52.SI) $CSE Global(544.SI) $Sasseur Reit(CRPU.SI) $Tuan Sing(T24.SI) $CapitaLand(C31.SI)$Ascendas-hTrust(Q1P.SI)$VS(6963.MY)$COSMO LADY(2298.HK)$KAWAN(7216.MY)$AJI(2658.MY)$Jumbo(42R.SI)$Genting Sing(G13.SI)$MENGNIU DAIRY(2319.HK)$Sunpower(5GD.SI)$Nordic(MR7.SI)$Valuetronics(BN2.SI)$Trendlines(42T.SI)$Haw Par(H02.SI)$Jackspeed^(J17.SI)$ISDN(I07.SI)$Duty Free Intl(5SO.SI)$Far East Orchard(O10.SI)$ChinaSunsine(QES.SI)$Japfa(UD2.SI)$ST Engineering(S63.SI)$Food Empire(F03.SI)$Cityneon(5HJ.SI)$HMI(588.SI)$CHINA EDU GROUP(839.HK)$CONSUN PHARMA(1681.HK)$Chip Eng Seng(C29.SI)$Banyan Tree(B58.SI)$TUNEPRO(5230.MY)$Khong Guan Flour(K03.SI)$TGUAN(7034.MY)$YZJ Shipbldg SGD(BS6.SI)$Cosco(F83.SI) $SCIENTX(4731.MY)$PING AN(2318.HK)$BOL(BOL.BK)$Lippo Malls Tr(D5IU.SI) $UMS(558.SI) $Golden Agri-Res(E5H.SI) $Silverlake Axis(5CP.SI)$Kimly(1D0.SI)$OCBC Bank(O39.SI)$Wilmar Intl(F34.SI)$Olam Intl(O32.SI) $Fu Yu(F13.SI) $SATS(S58.SI) $Japan Foods(5OI.SI) $SingPost(S08.SI) $Shopper360(1F0.SI) $Cosco(F83.SI) $QAF(Q01.SI) $SBS Transit(S61.SI) $PENTA(7160.MY) $HEC PHARM(1558.HK) 

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4 Stock Plays for the Iran-USA conflict
- Original Post from Smallcapasia

Unless you have been hiding under a rock, you would have heard about the quick escalation of the Iran-USA conflict.


Anyway, here’s a quick summary and follow-up on what happened:


On 2 January 2020, USA launched an airstrike in Baghdad. It caused the deaths of 2 generals, 1 from Iran and 1 from Iraq. The Iran general named Qasem Soleimani was well-loved by the nation and hordes of people turned up for his funeral.


This action sparked a major uproar as Iran reacted furiously against this attack – calling the US “Terrorists” and also strike back with missiles to the US airbase in Iraq.


This tensed conflict caused crude oil prices to surge close to $3 and closed at $68.60 on 3 January after the attack. In addition, investors are also putting their money in a safe haven – gold.


Below, we will highlight 4 stock plays of which are good proxies or hedging counters to the ongoing conflict.


1. $CSE Global(544.SI)



CSE Global is a global technologies company listed on SGX. It has international presence spanning Americas, Asia Pacific, Europe, Middle East and Africa. CSE is a systems integrator, focusing on the provision and installation of a variety of control systems, turnkey telecommunications, and security solutions for the oil and gas sector.


As of the 2019 third-quarter report, revenue increased by an impressive 21.9% to $111 million. Net profit increased by 17.8% to $5.72 million. It also registered a free cash flow of $5.55 million.


With the increase in oil prices, oil and gas sector will recover and flourish much faster than expected. This will allow CSE to lock more order books, which will boost its finances.


CSE Global last closed at $0.555, which values it at a P/E of 13.88x and a dividend yield of 4.46%.


2. $Rex Intl(5WH.SI)



Rex International Holding Limitedis an oil exploration and production company listed on Singapore Exchange Securities Trading Limited’s Catalist Board. Since the Company’s listing in July 2013, the Group has achieved two offshore discoveries, one each in Oman and Norway.


As of the 2019 third-quarter report, revenue decreased by 57% to $135,000. However, a noteworthy point is that net profit increased to $25.9 million from a negative position in 2018. This was due to the sales of interest in licenses and gain in the fair value of quoted investment.


The increase in oil prices is a direct boon for Rex International as it is now proceeding to drill the Oman wells for oil. Either that or it can sell its licenses at a much higher price to lock in fat capital gains.


Rex International last closed at $0.205, which values it at a P/B ratio of 1.3x. It does not pay out any dividends.


Next up, lets zoom into 2 gold plays below…


3. $CNMC Goldmine(5TP.SI)



CNMC together with its subsidiaries are principally engaged in the business of exploration, mining of gold and the processing of mined ore into gold dores. The Group is currently focusing on the development of its flagship project – the Sokor Gold Field Project which is located in the State of Kelantan, Malaysia.


As of the 2019 third-quarter report, the company’s revenue increased by 16.9% to $31.5 million. Net profit improved by an astounding 384% to $5.2 million. The increase in net profit is due to costs staying relatively unchanged, while revenue increased greatly.


With gold prices rallying to new heights, the company can price its gold at higher prices while keeping the costs the same as mining operations stay the same. This will increase the profits further as gold prices are elevated.


CNMC Goldmine last closed at $0.2850 and is valued at P/E ratio of 21.92 with a dividend yield of 1.51%.


4. $GLD



Investors could also look into investing in SPDR Gold ETF (SGX: O87). SPDR Gold Shares offer investors an innovative, relatively cost efficient and secure way to access the gold market.


SPDR Gold Shares are intended to offer investors a means of participating in the gold bullion market without the necessity of taking physical delivery of gold, and to buy and sell that interest through the trading of a security on a regulated stock exchange


The Gold ETF has went up 24% in a year and 7.1% since the attack on 2 January. It was only listed in year 2017 and is now at its all time high.


Looking for more interesting stock ideas? Check out our Top Stocks 2020 bundle here for more explosive stock picks.

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Hi All!

Unfortunately, due to a technical glitch, the previous stocks' database is gone.

But nevertheless, @CS_Jacky and @Smallcapasia have been working tirelessly to come up with another one. Without further ado, check it out here - http://bit.ly/InvestorsExchange

We will continue to add on each stock analysis along the way... so do let us know what you want us to cover so that we are able to prioritize your requests!

Meantime, here are some of the stocks in the database (will update shortly!):

$SingTel(Z74.SI) $Old Chang Kee(5ML.SI) $800 Super(5TG.SI) $StarHub(CC3.SI) $CapitaMall Trust(C38U.SI) $ComfortDelGro(C52.SI) $CSE Global(544.SI) $Sasseur Reit(CRPU.SI) $Tuan Sing(T24.SI)

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Smallcapasia Smallcapasia 's post

Hi All!


Unfortunately, due to a technical glitch, the previous stocks' database is gone.


But nevertheless, @CS_Jacky and @Smallcapasia have been working tirelessly to come up with another one. Without further ado, check it out here - http://bit.ly/InvestorsExchange


We will continue to add on each stock analysis along the way... so do let us know what you want us to cover so that we are able to prioritize your requests!


Meantime, here are some of the stocks in the database (will update shortly!):

$SingTel(Z74.SI) $Old Chang Kee(5ML.SI) $800 Super(5TG.SI) $StarHub(CC3.SI) $CapitaMall Trust(C38U.SI) $ComfortDelGro(C52.SI) $CSE Global(544.SI) $Sasseur Reit(CRPU.SI) $Tuan Sing(T24.SI)

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Attachment(s):
3 Exciting Stocks to Research This Week
- Original Post from Smallcapasia

With over 700+ stocks listed in SGX, it’s not easy to keep tab of all the on-going developments such as Share buybacks,Acquisitions,Quarterly Results and much more.


Moreover,these announcements can sometimes bring about a huge impact to the company’s future course of action. Stock investors who are“in the know”may bebetter equipped toperform the necessary due diligence or evenre-visit the investment thesis if necessary.


With these in mind,we take a look at 3 companies with some interesting developments or news over the past week.


Read also: 3 interesting stocks’ developments for last week’s edition.




  1. $ComfortDelGro(C52.SI) to partner the “Netflix of Transport”






ComfortDelGro Corporation Limited is a giant land transportation company which offers the following:



  • Public bus and charter bus services & Rail services through SBS Transit;

  • Motor vehicle evaluation through Vicom;

  • Public taxi services through the rental of taxis to hirers;

  • Car rental and leasing services etc.


As of May 11, 2018, it operated a fleet of 41,500 buses, taxis, and rental vehicles. The company’s network spans across the globe including Singapore, U.K., Ireland, Australia, China, Vietnam, and Malaysia.


On 9th October, Comfortdelgro announced that it will team up with Finnish start-up MaaS Global to launch an app for commuters to use for travel across all modes: taxi, bus, train, rental car and bicycle.


According to Straits Times article:


Pricing has not been determined, it is expected to offer the most value to high-usage commuters – not unlike the $120 monthly TransitLink card for unlimited train and bus rides.


To be available from the first quarter of next year, the Whim app is marketed as the “Netflix of transport”, allowing commuters to have a wide menu of travel choices, with payment schemes to suit consumption patterns.


MaaS Global co-founder Kaj Pyyhtia said the firm plans to enter other Asian markets with the “mobility as a service” app.


In my view, this may be the key to unlocking an incredible network effect across the whole Singapore’s transport infrastructure. That said, it is currently still early days and we still have to gauge on the take-up rate for the app’s offerings too.


ComfortDelGro Ltd last changed hands at$2.19 on 12 Oct at the time of writing. At that price, it is valued at16.8 times trailing earnings and offers 4.7% dividend yield.




  1. Change in control at $Chip Eng Seng(C29.SI)






Chip Eng Seng is one of Singapore’s leading construction and property group with 2 main divisions – construction and property development.


The company has over 30 years experience in the construction segment and regularly takes on “Design-and-Build” projects from other developers. As for its ppty development segment, some completed projects include100 Pasir Panjang,Grandeur 8 and Bishan Loft. You can find out more here –http://www.celdevelopment.com.sg/sg_sold.php.


Chip Eng Seng’s shareholders may have experienced a roller-coaster in the past few months. Chip Eng Seng’s share price went up 20+% from early July 2018 to early October. However, it subsequently crashed 22% after the trading halt ended.


Apparently, Chip Eng Seng’s control was transferred to $singhaiyi Group managing director Celine Tang after she scooped up a29.73 per cent stake from the family of Chip Eng Seng founder Lim Tiam Seng. The deal was done at a market-premium price ofS$1.08 a share and the company’s interest is jointly shared withher husband, Gordon.


Chip Eng Seng was trading at S$0.75 last Friday.At that price, theF&B operator is valued at0.6 times book value with an attractive 5% dividend yield.




  1. $MindChamps(CNE.SI) expand into Malaysia





MindChamps PreSchool Limited provides childcare, and education and learning related services for preschool children in Singapore, Australia, the United Arab Emirates (UAE), and the Philippines.


The main focus of the company is to own and franchises



  • Infant care centers for children from 2 to 18 months old;

  • Preschools for children from 18 months to 6 years old;

  • Enrichment programs for children between 3 to 10 years old,


  • Theatre-related enrichment programs for children.


On 10thOctober 2018, MindChamps announced that it is expanding into Malaysia where education group Victoria Education is appointed as the master franchisee.


A total of 20 international preschools is set to be built by 2024.Itsflagship 10,000 sqm campuscan cater to about 1,000 children and is expected to be ready in Kuala Lumpur by 2021.


Another campus in Johor Bahru is set to open by 2019 and looks to cater to about 650 children. Both campuses will also feature a multi-level sensory garden and a 20-metre indoor swimming pool among its facilities.


MindChamps last changed hands at $0.595 with a P/E ratio of around 30x. The company’s share price has shaved off 28.3% from its IPO price of $0.83.



Want to find out more interesting stocks and be at the forefront of such developments?Sign up to our weekly newsletter here!

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Hi All!


Unfortunately, due to a technical glitch, the previous stocks' database is gone.


But nevertheless, @CS_Jacky and @Smallcapasia have been working tirelessly to come up with another one. Without further ado, check it out here - http://bit.ly/InvestorsExchange


We will continue to add on each stock analysis along the way... so do let us know what you want us to cover so that we are able to prioritize your requests!


Meantime, here are some of the stocks in the database (will update shortly!):

$SingTel(Z74.SI) $Old Chang Kee(5ML.SI) $800 Super(5TG.SI) $StarHub(CC3.SI) $CapitaMall Trust(C38U.SI) $ComfortDelGro(C52.SI) $CSE Global(544.SI) $Sasseur Reit(CRPU.SI) $Tuan Sing(T24.SI)

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