Top 5 Favourite Undervalued Companies SGX/SEHK

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#41
Top 5 undervalued stocks:

XMH
ChipEngSeng
King Wan
ValueTronics
Del Monte

First 4 vested while Del Monte on watch list
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#42
(22-02-2014, 08:37 PM)kayaroti Wrote:
(22-02-2014, 08:34 AM)investingsgx Wrote:
(19-02-2014, 11:10 PM)kayaroti Wrote:
(18-02-2014, 09:41 PM)investingsgx Wrote: 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
ValueEdge - Opportunities Within Asia
http://www.value-edge.com
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#43
(19-02-2014, 07:28 PM)Investmentrealm Wrote:
(19-02-2014, 12:02 AM)cyclone Wrote: 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. Dodgy

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.
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#44
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.
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#45
(18-02-2014, 09:51 PM)CY09 Wrote: 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
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#46
(18-02-2014, 10:03 PM)Nick Wrote: 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 !
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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#47
(04-06-2014, 04:24 PM)Nick Wrote: It is clear that I should have invested in my own picks haha !

Those that you already vested probably outperformed the 5 you mentioned?
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#48
(04-06-2014, 05:48 PM)egghead Wrote:
(04-06-2014, 04:24 PM)Nick Wrote: 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.
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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#49
What I mean is that won't you be better off betting more on those that you already vested instead of these 5? Smile
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#50
(04-06-2014, 06:03 PM)egghead Wrote: What I mean is that won't you be better off betting more on those that you already vested instead of these 5? Smile

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

Am i right? Big Grin
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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