ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Singapore Listed Companies › T - T v
TIH Limited (formerly: Transpac Industrial Holdings Limited)

TIH Limited (formerly: Transpac Industrial Holdings Limited)

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
financiallyfree Offline
Junior Member
**
Posts: 37
Threads: 0
Joined: May 2013
Reputation: 1
#31
26-05-2014, 11:55 AM
I am trying to understand. In the Edge article, TIH claims to be the only 1 of 2 listed asset management company in Asia. Isnt ARA also in asset management?? Hope some buddies can enlighten me, thanks!
Find
Reply
kian Offline
Newbie
*
Posts: 2
Threads: 0
Joined: May 2014
Reputation: 0
#32
26-05-2014, 07:29 PM
Thanks for all your advise. I contacted the investment a/c bank and confirmed the nos of warrants. Managed to sold 50% of it at rock bottom price.

Not sure is it good to convert the.balance warrants to shares.

Appreciate if someone post the latest Edge report on TIH.
Find
Reply
CityFarmer Offline
Moderator
*****
Posts: 9,841
Threads: 711
Joined: Mar 2012
Reputation: 64
#33
26-05-2014, 08:49 PM (This post was last modified: 26-05-2014, 09:06 PM by CityFarmer.)
(26-05-2014, 07:29 PM)kian Wrote: Thanks for all your advise. I contacted the investment a/c bank and confirmed the nos of warrants. Managed to sold 50% of it at rock bottom price.

Not sure is it good to convert the.balance warrants to shares.

Appreciate if someone post the latest Edge report on TIH.

I will discourage the posting of full article, which is likely a case of copyright infringement, since The Edge is a subscribed magazine.

Why not buy one, just for the report, and other interesting articles?

Regards
Moderator
“夏则资皮，冬则资纱，旱则资船，水则资车” - 范蠡
Find
Reply
touzi Offline
Member
***
Posts: 473
Threads: 18
Joined: Jan 2011
Reputation: 7
#34
28-05-2014, 11:21 PM
Motley Fools has a short write-up on TIH's latest development.

http://www.fool.sg/2014/05/28/what-inves...ess-focus/
Find
Reply
opmi Offline
Posting Freak
*****
Posts: 2,743
Threads: 23
Joined: Mar 2013
Reputation: 25
#35
29-05-2014, 08:47 AM (This post was last modified: 29-05-2014, 08:48 AM by opmi.)
Which TIH investment invested specifically by ASM did well? Most of TIH blockbusters were done by Chrostopher Leong.


Sent from my iPhone using Tapatalk
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
Find
Reply
LLI Offline
Member
***
Posts: 76
Threads: 10
Joined: Apr 2013
Reputation: 1
#36
29-05-2014, 10:26 AM
Ya. is Kin Chan any good?


Sent from my iPhone using Tapatalk

Finding the Value in a Speculative World
Website Find
Reply
EnSabahNur Offline
Member
***
Posts: 234
Threads: 8
Joined: Nov 2010
Reputation: 6
#37
30-05-2014, 11:01 AM (This post was last modified: 30-05-2014, 11:02 AM by EnSabahNur.)
(26-05-2014, 11:55 AM)financiallyfree Wrote: I am trying to understand. In the Edge article, TIH claims to be the only 1 of 2 listed asset management company in Asia. Isnt ARA also in asset management?? Hope some buddies can enlighten me, thanks!

Perhaps he sees themselves as a different category of investors. He probably sees TIH as a fund manager closer to ValuePartners, Blackstone and Ashmore, which has a range of investment funds and private equity funds, rather than ARA which manages REITs and Property funds (a niche product).
Find
Reply
EnSabahNur Offline
Member
***
Posts: 234
Threads: 8
Joined: Nov 2010
Reputation: 6
#38
30-05-2014, 11:04 AM
Does anyone have a link to the company website?
Find
Reply
touzi Offline
Member
***
Posts: 473
Threads: 18
Joined: Jan 2011
Reputation: 7
#39
31-05-2014, 02:49 PM
(30-05-2014, 11:04 AM)EnSabahNur Wrote: Does anyone have a link to the company website?

This company never has a website. Their AR never change the design of the cover page, only the colour. Their AR never contain pictures, only words and tables. The lunch provided during AGM is very simple stuff, I am not even sure if I should call it a lunch. In other words, a very frugal company. I am not sure if this is due to the ASM culture or the Transpac culture, or both. Perhaps things will change now that they are a Asset Management company, but I hope they will remain frugal. However I agree they should have a website.
Find
Reply
touzi Offline
Member
***
Posts: 473
Threads: 18
Joined: Jan 2011
Reputation: 7
#40
31-05-2014, 03:11 PM
(29-05-2014, 10:26 AM)LLI Wrote: Ya. is Kin Chan any good?


Sent from my iPhone using Tapatalk

Kin Chan is the CIO of ASM. He is the co-founder with V-Nee Yeh. Yeh is a well known value investor in HK.

The person I am more interested is Alan Wong, who is supposed to be the main person together with Stanley Cheong in charge of TIH.
Find
Reply


Forum Jump:


Users browsing this thread: 3 Guest(s)