Hock Lian Seng – The Deep Pocketed Construction Firm (F)

Introduction We presented the business analysis of Singapore listed construction firm Hock Lian Seng (HLS). Today, we are going to touch on the financial analysis of Hock Lian Seng, which is something new to us. If you are a loyal reader of this blog, you might have noticed our preference for companies with Continue Reading

Portfolio Review Closing on 31-03-2017

Hi readers, as it comes to the end of first quarter in 2017, we hope everyone is doing well and stay healthy. In this post, let us review our 2 experimental portfolios that we setup early of this year. Both portfolios are tracked by using i3investor portfolio manager. First of all, these portfolios are formed Continue Reading

Hock Lian Seng – The Deep Pocketed Construction Firm (B)

Hock Lian Seng is a civil engineering firm and property developer listed in SGX. As this is the first time we present Singapore stock in this blog, we need to clarify something. First of all, investing in Singapore stock market, or any other foreign stock market for that matter, is Continue Reading

10 Stocks to Watch based on 4Q16 Report Card

For every quarter, STOCKIFY would shortlist stocks based on the latest report card. In this post, we would list out 10 stocks to watch based on 4Q16 report card, and review 3 stocks covered previously (including results announced from Dec 2016 to Feb 2017) To watch: 1) COCOLND COCOLND, the manufacturer of Continue Reading

HOMERIZ – The Usual Suspects (F)

Introduction In previous post, we conducted a Business Analysis on HOMERIZ, introducingThe Usual Suspects to consider when analyzing exporting manufacturers with little or no economic moat like HOMERIZ. In this Financial Analysis, we will first present the superb financial track records of HOMERIZ, followed by how it was impacted by The Usual Suspects, and finally conduct a Continue Reading

HOMERIZ – The Usual Suspects (B)

  Introduction While writing this post, we visited some online investor communities and found that HOMERIZ has been widely covered by many independent analysts, as it aligns with US beneficiary theme. However, we feel reluctant to give too much credit for good business performance that is backed by external factors like foreign Continue Reading

SOLUTN – Solution for Education (F)

In previous post, we explored the business model of SOLUTN. In this post, we will look at SOLUTN (0093) financial numbers to understand more about its company financial and its business performance from income statement, balance sheet, and cash flow statement. Finally, we will do a valuation to determine if the current price is Continue Reading

SOLUTN – Solution for Education (B)

Introduction Solution Engineering Holdings Bhd (SEHB) is one of the top 30 stockpick by the Malaysia infamous investor, Mr. Fong Siling AKA Coldeye. This has drawn our attention to find out more about the company. While searching online about the company, we noticed that most of the write-ups about SEHB did not explain much about Continue Reading

IQGROUP – The IQ to move up the Value Chain (F)

Previous post, we posted a business analysis of IQGROUP. In this post, we explore the financial figures of IQGROUP. Before that, we would like to remind our readers that in our every case study, we start with a Business Analysis post and followed by a Financial Analysis post. Business Analysis is always fun Continue Reading

IQGROUP – The IQ to move up the Value Chain (B)

Introduction In the 1980s, Malaysia, Taiwan and Korea started industrialisation phase at about the same time. Started as low-end original equipment manufacturers (OEM), Taiwan succeeded to move up the value chain, became the world’s best original design manufacturers (ODM) for western brands, and advanced to original brand manufacturer (OBM) in Continue Reading