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Free Investing e-Books For Investors!

Free Investing e-Books For Investors!

Free-Books To Level Up Your Investing Knowledge

We know that there are very good content being discussed in our platform, but at times, it can sink to the bottom of the Feed over time. Hence, we’ve compiled the best and timeless works written by our community members in InvestingNote, and made them into a beautiful e-Book series.
 
There’s a total of 5 volumes, each with a different theme, encompassing the respective views of different authors. These e-Books were created with permission of the respective community members.

investingnote ebook investing finance stocks investments

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Market Insights Seminar @ CIMB Re-cap!

Market Insights Seminar @ CIMB Re-cap!

For the first time ever, we held a Market Insights Seminar that consisted of 3 key speakers, each with a different forte in investing methodology.

We got the experts into one special setting, bringing them offline to connect with retail investors to widen their investing knowledge and acumen.

Special thanks to presenters @TUBInvesting@BrennenPak@marubozu for sharing their views and insights on the market!

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InvestingNote Seminar Series: Market Insights

InvestingNote Seminar Series: Market Insights

Come and see where the Market is heading in this special seminar!

With the recent run-up of the STI index and the US market hitting all-time highs, do you as an investor feel a little disoriented on what to do next for your investments?

Are you also asking if it is a good time to entire the market, if you have yet to do so? Where is the market is likely to head towards in the next few months?

For this special Market Insights Seminar, there’s not one but 3 veteran financial bloggers from our community, each very well versed in their own investing approaches to address these questions and share their insights on the market.

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ComfortDelGro(C52.SI): Grow or No Grow?

ComfortDelGro(C52.SI): Grow or No Grow?

ComfortDelgro will be announcing its 2Q result tomorrow on 11th August.

This column is written by @j_chou from InvestingNote.com.
@J_chou has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom.

A component of the STI, Comfort Delgro was once championed as a stable dividend paying stock with a strong economic moat. Recent disruptions in the taxi industry have since changed that view, causing the stock to tumble to its 52-week low despite a relatively muted 1Q17 earnings report. Investors were likely concerned with the falling revenue and operating profits, mostly attributed to the decline from the taxi segment. The share price has since recovered slightly from its 52-week low to $2.310, but there is still an opportunity to capitalize on the negative sentiments towards the company. In this article I will look to determine whether Comfort Delgro is ripe for a contrarian play by assessing its long-term prospects from a bullish, neutral and bearish perspective for the next 5-10 years.

Comfort Delgro: Much more than just a taxi company

The distinct blue and yellow taxis that peppers the streets of Singapore may cause investors to mistake Comfort Delgro as primarily a taxi company.

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Contrarian Investing Part 2: Lessons from Templeton

Contrarian Investing Part 2: Lessons from Templeton

Stock Picking Strategy Series: Contrarian Investing Part 2: Lessons from Templeton

If you like this column on contrarian investing and applying to stock analysis, please start voting which stocks you would like them to write on in their next article! This is your chance to interact with them and they will write on the most voted stock of your choice!

How to vote: Comment any of the 4 listed stocks of your choice mentioned in the article (M1, Comfort Delgro, SPH, SIA Engineering). The most number of likes/comments by Monday morning will be chosen. It’s that simple!

Voting starts now and ends on Monday (31st July) when market opens (9am)!

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Disclaimer: this article simply provided analysis on stocks from the fundamental perspective, it does not represent any buy/sell recommendation from Investingnote. *All the dollar unit ($) in this article refer to SGD.

This column is written by @j_chou.
–Jay has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom.


With S&P 500 and NASDAQ closing at record highs today and VIX Index at a 23-year low, the timing seems ripe to revisit the contrarian approach!

Besides Dremen, another famous investor whom we can learn the contrarian approach from is Sir John Templeton.

Known for his acumen in global stock-picking, Templeton’s principles of purchasing at “maximum pessimism” pushed him towards stocks that had been entirely neglected. His story of profiting off the Great Depression is legendary: in 1939, he purchased $100 worth of every stock which was trading below $1 per share on the New York and American stock exchanges. This totalled about 104 different companies, a whopping 34 of which were bankrupt, and Templeton’s initial investment was $10,400. After four years, he managed to sell those shares for nearly four times the money he had initially invested. His genius proved to be timeless, as yet again in 1999 during the dot com bubble he famously predicted that 90% of the new Internet companies would be bankrupt within five years, and he very publicly shorted the U.S. tech sector.

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What you need to know about Union Gas IPO

What you need to know about Union Gas IPO

Union Gas Holdings is an established provider of fuel products in Singapore with over 40 years of operating track record, is offering (IPO) 60M shares at $0.25 per share on the Catalist board, which will value the company at around 50M.

1.28M shares will be available for the public with the rest via placement. It will start trading on 21st July, 9am.

ipo

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Contrarian Investing: Dreman’s Philosophy & Strategy

Contrarian Investing: Dreman’s Philosophy & Strategy

Dreman’s Contrarianism: Investment Philosophy and Strategy Part 1

David Dreman is the chairman of Dreman Value Management Inc. and his Dreman’s High Return Fund is one of the all-time highest returning mutual funds in the USA since its introduction in 1988. He is widely knowns for his iconic contrarian investment strategy and has authored a few books that revolves around this theme, including the investing classic and bestseller “Contrarian Investment Strategy: The Psychology of Stock Market Success(1980)”.

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Hengxin Tech: evaluating it as a Net-Net Play

Hengxin Tech: evaluating it as a Net-Net Play

Company Overview

Hengxin Technology Limited ($Hengxin Tech(I85.SI)) is an investment holding company principally engaged in the production of radio frequency coaxial cables for mobile communications.
The Company is also engaged in the research, design, development and manufacture of telecommunications and technological products, mobile communications systems exchange equipment, as well as antennas and high temperature resistant cables.Given that the focus is on net-net strategy, in this article I will approach the valuation of Hengxin Technology on the basis of its assets e.g. should the stock be trading at a discount to its asset value? Should the company be selling for less than its liquidation value? Hence, note that in this instance the conventional method of cash flow generation; analysing the company’s operations and business value is not as important.


This column is written by @j_chou.
@J_chou has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom. 

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More you need to know about Netlink Trust IPO

More you need to know about Netlink Trust IPO

Netlink Trust IPO #ipo..capturing news as it happens. One of the better prospectus written compare with Hrnet/WorldClass. Absolute must jeep due to the multiple growth story. 5 LEMONS!!! $NetLink NBN Tr(CJLU.SI)

—This post was solely written and contributed by our community member, @GrandpaLemon, in the InvestingNote platform and reposted on our blog.  This article was first posted here.

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Price: S$0.81 (https://www.reuters.com/article/us-netlink…)
NAV: S$0.8635 (3,336,639,000 / 2,898,000,001 Units) page 77
P/B: 0.93
DPU: 0.044
Yield: 5.43%
PE: 39.3
Market Cap: S$3.13 billion
Distributions: Semi (March and September)

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Comparison of Yields:
Netlink Trust 0.044/0.81 = 5.43%
Keppel DC Reit(AJBU) 0.0614/1.265 = 4.85%
AusNetServices(AZI) 0.0860/1.765 = 4.87%
ParkwayLife Reit(C2PU) 0.1212/2.620 = 4.63%

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Stock Picking Strategy Series: Benjamin Graham’s Net-Net Stocks

Stock Picking Strategy Series: Benjamin Graham’s Net-Net Stocks

If you like this column, please start voting which stocks you would like them to write on in their next article! This is your chance to interact with them and they will write on the most voted stock of your choice!

How to vote: Comment on only one Logistic listed stock of your choice mentioned in the article. The most number of likes/comments by tomorrow morning will be chosen. It’s that simple!

Voting starts now and ends at tomorrow (12 July) when market opens (9am)!

Disclaimer: this article simply provided analysis on stocks from the fundamental perspective, it does not represent any buy/sell recommendation from Investingnote. *All the dollar unit ($) in this article refer to SGD.

Benjamin Graham is widely considered as the father of value investing, with disciples including Walter Schloss, Charles Brandes, Irving Kahn and most notably Warren Buffet. Graham is perhaps more famously known for penning two of the most influential and acclaimed investing classics: Security Analysis and The Intelligent Investor, the latter which Warren Buffet described as “the best book about investing ever written”.

Today I will be looking at one of Graham’s famous proven stock picking strategies, which is the Net-Net Strategy. Essentially the strategy is derived from a valuation technique that determines the value of a company in the event that it has to liquidate and sell off all of its assets. The practicality in looking at liquidating value comes from the logic that if the price of a stock sells persistently below its liquidating value, then either 1) the price is too low or 2) the company should be liquidated. As succinctly put by Graham:

“Very few companies turn out to have an ultimate value less than the working capital alone, although scattered instances may be found.”

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