Browsed by
Tag: investingnote

The in-depth analysis on $Cogent(KJ9.SI)

The in-depth analysis on $Cogent(KJ9.SI)


This column is jointly written by @fayewang, @gordon_ong and @J_Chou
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.
-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.

Recent News

31 May – Establishment Of Cogent Chemical Logistics Pte Ltd Subsidiary, To Provide Value- Added Logistics Providers And General Warehousing. Paid-Up Share Capital = $30,000.
12 May – FY17 Q1 Results
11 Apr – AGM
11 Apr – FY 16 Annual Report
7 Apr – Corporate Updates: 1. Container Depot On Jurong Island Is Completed And Fully Operational 2. Gantry Crane System At Cogent 1 Logistics Hub’s Sky Depot Is Completed And Fully Operational 3. Phase 2 Of Warehouse In Port Klang Free Zone Is Completed And Will Be Fully Leased To A Single Tenant For 3 Years
27 Feb – Cogent Awarded 2.5 Ha Land In Jurong Island To Build Full-Fledged
Container Depot

Business Model

Cogent Holdings Limited, an investment holding company, provides logistics management services in Singapore. It operates through Transportation Management Services, Container Depot Management Services, Automotive Logistics Management Services, and Warehousing and Property Management Services segments. The company operates a fleet of approximately 100 prime movers 400 trailers; and manages and operates approximately 3.8 million square feet of storage space. Cogent Holdings is 79.78% owned by the Tan family.

Read More Read More

A Golden Tiger: Haw Par (H02)

A Golden Tiger: Haw Par (H02)


This column is jointly written by @fayewang, @calvinwee and @gordon_ong.
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Calvin is a fundamental analyst at heart and an ardent disciple of value investing. He relishes the process of searching for undervalued stocks and enjoys collecting dividends from his stocks.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.

Brief Background:
Haw Par Corporation Limited is engaged in manufacturing, marketing and trading healthcare products; providing leisure-related goods and services, and investing in properties and securities. The principal activities of the Company are licensing of the Tiger trademarks and owning investments for long-term holding purposes, the history of the brothers Haw and Par traced back to the 19th century. The company distributes its products in the Americas, Africa, the Middle East, Asia, Australasia, and Europe.

Read More Read More

Quick review of 3 stocks’ fundamental situations and Your stock vote!

Quick review of 3 stocks’ fundamental situations and Your stock vote!

This column is jointly written by @fayewang, @calvinwee and @gordon_ong.

-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Calvin is a fundamental analyst at heart and an ardent disciple of value investing. He relishes the process of searching for undervalued stocks and enjoys collecting dividends from his stocks.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.

Together, they are your analysts on demand!

If you like this column, please start voting which of these 3 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 the stock of your choice: either Hyflux, Chews or Thaibeverage. The most number of likes/comments by the end of the day will be chosen. It’s that simple!

Voting starts now and ends at tomorrow (16 May) when market opens (9am)!

Read More Read More

Courts Asia, The ball is in your Courts

Courts Asia, The ball is in your Courts


—-
This article is written by @calvinwee in InvestingNote.

1. Brief background
Courts Asia ($Courts Asia(RE2)is a leading furniture and electronic products retailer from the United Kingdom and was first established in Singapore in 1974. Courts operates more than 85 stores in different store formats spanning over 1.7 million square feet of retail space across Singapore, Malaysia and Indonesia. Courts has enjoyed a dominating presence with the largest market share and the second largest in Singapore and Malaysia respectively. Moreover, Courts’ entrenched presence in Singapore and Malaysia is reflected by the 1.4 million members under its ‘Homeclub’ loyalty programme.

Read More Read More