Asia Enterprise Holdings

[heifien91]

AEH is one of the few true Graham net-nets on the SGX at the moment.

-Consistent dividends each year
-Trading almost around net cash: Cash 67.9m vs Market cap of 68.38m
-NCAV = $102m meaning AEH trades at 2/3 NCAV

Value-edge did a good write up recently on AEH here: http://value-edge.com/2015/10/12/asia-en...older-day/

Thanks for the share. I would say that few other criteria could be added when finding Grahamite stocks to invest in. On the point about Creative Technologies I would think that it would just boil down to personal preference about the company's burn rate. Some may deem it irrelevant given a diversified portfolio of Grahamite stocks, while some may find it uncomfortable.