Top 5 Favourite Undervalued Companies SGX/SEHK

[enigmack]

Top 5 undervalued stocks:

XMH
ChipEngSeng
King Wan
ValueTronics
Del Monte

First 4 vested while Del Monte on watch list

[heifien91]

Top 5 undervalued stocks

-Penguin International
-XMH
-Falcon Energy
-Heeton
-Hiap Hoe

We have 3 in common !

Penguin
Heeton
Hiap hoe
Chip Eng Seng

Still looking for number 5 after selling Superbowl to HH.

that's cool. But penguin International is getting more recognition from the market. Heeton, on the other hand also does not seem to be doing well based on its current FY2014

That's the bane of value investing, it takes time to realize the value, and it always seems to take forever. :-)

Read somewhere that Hiap Hoe should worth $1.50 after buying SuperBowl, I am hoping it can at least move to $1 within this year... Hope i will not have to wait until the cow comes home.

Sometimes I believe that in value investing we have to ensure that there is a catalyst before buying it. In the USA, undervalued stocks gains recognition much faster even without a catalyst. However, in Singapore, it is very easy for undervalued stocks to fall from the radar of most.

SG Value Investments
http://www.sgvalueinvestments.wordpress.com

[Reenat]

The following are my top 5 holdings :
1. Frasers Centrepoint Limited
2. Singapore Shipping Corporation
3. King Wan Corporation
4. Chuan Hup
5. LKH.

I like Chuan Hup. Been trying to buy at 25 cents with no success.

What are the reasons for Chuan Hup? Its price has been languishing in this range for many years after divesting a majority of its business to Scomi.

[CigarButts]

My Humble picks.
Compact Metal Industries Ltd
Lion Teck Chiang Limited
Heeton Holdings Limited
Tuan Sing Holdings Limited
Hong Fok Corporation Limited
Fortune Real Estate Investment Trust
Frasers Commercial Trust

Not vested in any of them. Awaiting my back test to prove the strategy works before vesting.

[CY09]

Sing Holdings- RNAV of $0.71, a 70M and increasing cash hoard
KSH Holdings - RNAV of $1.02
Valuetronics- P/E band of 5-6, using forecast FY results (est 6.2 EPS), it is to be approx. 31-36 cents, turnaround stock.
Tiong Woon- Undervalued asset base
Amtek- Turn around story with good cashflow

Amtek and valutronics are now out. New updates are Gp battery and Fischer

[Nick]

To make things interesting, I won't mention anything that I already have a stake in. But these are a few companies I think are worth looking at if one has time and energy to do so -

Hotel Royal - asset play
Amtek - cyclical cash-flow play
Kingsmen - steady grower
United Engineers - break up play
CDLHT - hotel recovery play

(Not Vested)

Since I mentioned this counters -

Hotel Royal: Up 28%
Amtek: Up 17%
Kingsmen: Down 2%
United Engineers: Up 31%
CDLHT: Up 8%

It is clear that I should have invested in my own picks haha !

[egghead]

It is clear that I should have invested in my own picks haha !

Those that you already vested probably outperformed the 5 you mentioned?

[Nick]

It is clear that I should have invested in my own picks haha !

Those that you already vested probably outperformed the 5 you mentioned?

I meant that I should have also invested in those 5 picks.

[egghead]

What I mean is that won't you be better off betting more on those that you already vested instead of these 5?

[CityFarmer]

What I mean is that won't you be better off betting more on those that you already vested instead of these 5?

Nick means he should has invested in those 5 picks with his 30% cash fund.

Am i right?