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Upcoming Tianjin ZX USD(T14.SI) EGM: 30 June. Know More About Tianjin ZX’s business before the EGM!

Upcoming Tianjin ZX USD(T14.SI) EGM: 30 June. Know More About Tianjin ZX’s business before the EGM!

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This column is written by @fayewang
-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.

Upcoming Event:
28 June, 2017 EX-dividend date
30 June, 2017 Extraordinary general meeting at 1:30 pm, Pinnacle Suite, Wangz Business Centre, 7 Temasek Blvd, #44-01, The Penthouse Suntec Tower 1, Singapore 038987

Brief Background:
Tianjin Zhongxin Pharmaceutical Group Corporation Limited (天津中新药业) is a China-based company mainly engaged in the development, manufacture and distribution of pharmaceutical products. The company’s main products include Chinese patent medicines, western medicines, Chinese medicinal materials, pharmaceutical raw materials and preparations, biological medicines, dietary supplements and other products. Tianjin Zhongxin is a core business part of Tianjin Pharmaceutical Group Corporation Limited (天津医药集团) as the company contributed 53% of the group revenue.
The company operates in three segments:
1)Chinese Medicine
2)Western Medicine
3)Others …

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Quick Screening Series – ISOTeam(5WF.SI)

Quick Screening Series – ISOTeam(5WF.SI)

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This column is written by @gordon_ong.
-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.

ISOTeam conducts building maintenance and estate upgrading. It has 4 segments: Repairs and Redecoration (R&R), Addition and Alteration (A&A), Coating and Painting (C&P), and Others such as interior designing, home retrofitting, renewables etc. …

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A Quick Screen: Ley Choon(Q0X.SI)

A Quick Screen: Ley Choon(Q0X.SI)

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This column is written by @calvinwee
-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.

Brief Background
Ley Choon Group Holdings Limited (Ley Choon) is an established one-stop underground utilities infrastructure construction and road works service provider. It business segments includes
1) Underground utilities infrastructure construction and maintenance services,
2) Road and airfield pavement construction and maintenance services,
3) Construction materials supply services

Performance Summary
FY16 was a challenging year for Ley Choon as it reported a gross loss of $22.4 million due to provision for liquidated damages and foreseeable losses for additional work to be performed for certain ongoing projects.In the absence of the above factors, the Group would have reported a revenue and gross profit of approximately S$151 million and S$22 million respectively, and a corresponding gross profit margin of 14.6%.
In view of its financial difficulties, Ley Choon have engaged Professional Advisors to restructure its debe obligations and divest its non-core assets to reduce borrowings and strengthen the balance sheet The divestment of non-core assets and businesses is envisaged to reduce overall borrowings by approximately S$30 million. In addition, the Group has also embarked on an optimization program for its operational asset base, where under-utilized assets are identified and disposed to recycle capital.

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Quick Screening – UOL(U14.SI)

Quick Screening – UOL(U14.SI)

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This column is written by @fayewang
-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.

Recent News and Events:
UOL group, together with United Industrial Corporation (UIC) and Haw Par Corporation, requested for trading halt on 21 June. ‘All three companies are come under the United Overseas business owned by the Wee family, led by patriarch Wee Cho Yaw.’ The reason of the halt was a share swap deal signed by UOL with Haw Par for acquiring additional shares of UIC. The deal enabled UOL to raise their stake holdings of UIC from 44.7% to 48.9%, therefore may provided the company chance of statutory control over UIC.

Brief Background:

Data source: UOL annual report 2016 …

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Quick Screening – Pan United (P52.SI)

Quick Screening – Pan United (P52.SI)

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Starting a series where I will screen for possible investment opportunities before delving deeper into the numbers. The analysis will be primarily qualitatively focused.


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This column is written by @gordon_ong.
-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.

Macro
+ BCA forecasted that public-sector spending will increase during 2016-2020. Due to the time lag between securing contracts and beginning construction, there is a delayed effect on demand for RMC and cement. Hence, there is still hope for a pickup of RMC and cement prices.

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Upcoming YuuZoo AGM: 7 July. Know more about $Yuuzoo(AFC.SI)’s Business Model before the AGM!

Upcoming YuuZoo AGM: 7 July. Know more about $Yuuzoo(AFC.SI)’s Business Model before the AGM!

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yuuzoo
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This column is written by @gordon_ong.
-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.

YuuZoo’s upcoming AGM is on 7 July. Scouring through online forums, I realised that there are many people that express that they do not understand how YuuZoo operates. Here is a quick run-down of YuuZoo’s business model, as well as a few of the biggest issues plaguing YuuZoo.

YuuZoo Corporation Limited, a social media company, engages in social networking, e- commerce, payments, and gaming businesses in Singapore and internationally. The company primarily operates through four segments. The network development segment is principally involved in building mobile-optimised social e-commerce networks for businesses and consumers. …

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Upcoming SAKAE AGM: 27 June. IS SAKAE HOLDINGS LTD(5DO.SI) SUSHI STILL FRESH?

Upcoming SAKAE AGM: 27 June. IS SAKAE HOLDINGS LTD(5DO.SI) SUSHI STILL FRESH?

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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.

Sakae Holdings Ltd. (5DO.SI) is engaged in the business of operating restaurants, kiosks and cafes, trading, sushi processing and operating as caterer and franchiser. It operates in two segments: Sakae Sushi, which includes the main brand in provision of food and beverages to retail customers from the general public, and other products and services, which includes other brands and services offered by the Company, such as Sakae Teppanyaki, Sakae Delivery, Hei Sushi, Crepes & Cream, Sakae Delivery, Sakae Express, Senjyu, Sachi , Kyo by Sakae and Novelle Events. …

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Upcoming AGM of Ascendas: 3rd of July. Ascendas Hospitality trust: Ascending to greater heights?

Upcoming AGM of Ascendas: 3rd of July. Ascendas Hospitality trust: Ascending to greater heights?

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This column is written by @calvinwee
-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.

The AGM of Ascendas Hospitality trust is arranged on 3rd of July. Here is a quick overview on Ascendas Hospitality trust’s business and financial position.

Brief Background:
Ascendas Hospitality Trust (A-HTRUST)’s portfolio comprises of 11 hotels with over 4,000 rooms geographically diversified across key cities in Australia, China, Japan and Singapore.
The hotels are under two main rent structures, being master lease and management contract arrangements. It’s hotels under the management contract arrangements are managed by established operators such as Accor, Marriot and Park Hotel. With a diversified hotel portfolio, A-HTRUST is well positioned to cater to catering to different customer segments from economy to upscale and short-term to long-term stay. …

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Upcoming Alipictures AGM: 23 June. This is the story behind $AliPictures HKD(S91.SI) ¥979.2 million loss

Upcoming Alipictures AGM: 23 June. This is the story behind $AliPictures HKD(S91.SI) ¥979.2 million loss

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This column is written by @fayewang
-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.

The AGM of Alipictures is arranged on 23rd of June. Here is a quick overview on Alipictures’ business and financial position. …

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

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

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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. …

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