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Top 5 Favourite Undervalued Companies SGX/SEHK
04-01-2017, 09:46 PM,
Post: #101
RE: Top 5 Favourite Undervalued Companies SGX/SEHK
(04-01-2017, 04:00 PM)soros Wrote: BlueKelah .

These companies are not daily price  listed in the SCMP ( HK English Newspaper) and I believe may be out of sight of many potential investors  and the foreign fund managers.   The companies are presently  profit making but past dividend record and payment level ( excluding Tomson ) are  miserly or  erratic and not increasing  with rising levels of NAV .  

Tomson is a property developer, mainly in Shanghai area and whilst in past willing to pay reasonable dividends, the shares always seem to lack investor buying support .
HKC Holdings reported hefty losses in recent years but at last interim  reported approx $194 Mil profit compared to $687 Mil loss in previous half year .
Lai Sun paid only 1.2 cents annual dividend. A local investor has accumulated a  24% stake in the company and it is not for the tiny dividend.

Asia Orient paid a tiny 3 cents dividend .  A US Contrarian Investor ( Dalton Investment LLC ) has accumulated 20%  stake in the company. The  market capitalisation is only $1.6 Billion approx and   AO  has over $9 Billion in cash and securities.    
Asia Standard ( 51% owned by Asia Orient )  paid a tiny 3.5 cents annual dividend. The company now  controls 86 % of Asia Standard Hotels ( 00292.HK) and may need to buy up the balance of outstanding shares or else having to place 11 % shares at a loss.

reminded me of Shun Ho Tech.
https://www.valueinvestorsclub.com/idea/...td./129065
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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05-01-2017, 01:40 PM,
Post: #102
RE: Top 5 Favourite Undervalued Companies SGX/SEHK
opmi,

Thanks for drawing attention to Shun Ho Tech which changed its name to Shun Ho Property Investments Ltd ( 00219.HK) in July 2016.

Current price is about HKD $2.75 and NAV = $9.52 . But this company also has a poor record of past dividend payment to its shareholders (only paid twice in past 10 years ?).

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06-01-2017, 01:42 AM, (This post was last modified: 06-01-2017, 01:42 AM by opmi.)
Post: #103
RE: Top 5 Favourite Undervalued Companies SGX/SEHK
Another HK company with SZ factory land rezoned for resi.

http://www.hkexnews.hk/listedco/listcone...041455.pdf
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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11-01-2017, 12:17 PM,
Post: #104
RE: Top 5 Favourite Undervalued Companies SGX/SEHK
Did anyone buy Tomson ( 00258.hk) last week ? The shares have suddenly attracted buying interest and shareprice has risen by about 40 cents since last week.

The company issued a Notice for clarification of current position ( has NOT entered into contract for sale of its assets ). But the Notice did disclose their "assets are under review" which can be open to different interpretation by different people.

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