Showing posts from January, 2016

Target Price During This Crazy Time

When Japan announced that they are adopting negative interest rate , I decided that a new era has arrived. Imagine lending $100k to expand your business, and after 5 years, you only need to return $100k or maybe slight higher. Cost of borrowing will have really gone down for the corporates and even the savers. Individuals, who are savers, will have to find alternatives to get more return. Stock Market around the world has been very volatile - I really don't know what will happen tomorrow. Instead of doing an analysis individually, I rush through the weekend to finish this - Analyse on the stocks I am interested to invest in and find the target price I should enter for that stock. Do note that minimum input was done and business analysis was put aside. The review was just done on the financials.  And also, a mindset was required for this analysis - "Every stock will have an entry price. It is just a matter of how far it is or how near it is from its current price."

M1 - The First Trial On A Blue-Chip

I will be using M1 as the first company to test my Triple S Scorecard. Profile In Short If you do not know what M1 does or is, you do not know Singapore enough. In simple terms, M1 is still one of the only 3 telecommunication companies in Singapore. Based On Triple S Scorecard: Why So Good? Defensive Stock - Telecom Companies are deem as defensive stocks, due to their business model. It will always have business and its customer are locked up with them for at least 2 years (due to signing up a 2 year mobile plan with M1). 1 of the only 3 Established Telecommunications Company in Singapore - Despite announcement of a 4th Teleco coming along the way, it has been stated widely that M1 may AT MOST LOSS 20% of the revenue. This is due to the fact that Teleco industry has a high barrier to entry. Having established in Singapore for such a LONG TIME, M1 already an established infrastructure. High Dividend Yield, Dividend Payout Company - M1 is a company that p

FINAL Update In My Strategy

What is happening in the market next - How will I know? Read the post here and here on my previous view of my strategy. STI has failed to break the 2500 points on Friday and instead rises 44.39 points to 2577.09 points. Some said this is due to the announcement of QE by China and Europe. Others said that it is because the market is oversold. There are also people saying QE is poison and that the economy is still in dire state. One of my friend even stated - "Do you know that Hang Seng Index is trading below its Net Asset Value?" (Read here ) Then again, isn't Asset Value self-determined too? It is so confusing. So I have decided - Why bother thinking what the market is thinking? Lets not waste our brain cells. I will just look for stocks that pass Triple S Scorecard. Because stocks that pass Triple S Scorecard are good companies that should be able to endure any downturn. And Yes - No more changes in the strategy.

My Strategy In A Bear Market - Update

You may have read about my strategy for the bear market in this post . This is just a short update. After looking at the STI free falling till 2559 today, I decided to enhanced my strategy. I will only start buying stocks once (1) STI falls below 2500 and (2) the company must pass my Triple S Scorecard. Previously I stated I will still buy quality stocks that pass the Triple S Scorecard in the meantime, and blue chips will only be bought when STI falls below 2500. Now it's a combination of both. This meant that I will be using the Triple S Scorecard for blue chips as well, which I have always stated that I should not do it as it may not work. However, at this point of time when everything looked so cheap, its only important that you picked the right company. Thus the enhancement in my strategy. This also meant that I will definitely miss out on the REITs and Trusts Stocks. I guess this is alright in view of the number of bargains available at the moment. If you are intere

Triple S Scorecard Online Course - A Collaboration with Stockflock

At last, it is done and loaded online. As many of you have read, I am busy doing up an online course for the Triple S Scorecard. This online course is mainly for people to understand how the Triple S Scorecard works and eventually make the Triple S Scorecard - their own. (If you have yet to get a Triple S Scorecard, email me at . It's free.) This online course is a collaboration with Stockflock . I have known the founder for some time and have used Stockflock since its inception. It allows comparison of stocks directly in graphs and charts. It has been very useful for me when I want to find companies to compare across the same industry. Here is a post from Dollars and Sense that explains much more in detail on the usage of the website. This is free! Since October last year, Stockflock has launched a paid service - The Stockflock Concierge . I have been using this service since it has been launched and it has helped me greatly as well. In simp

My Strategy In This Bear Market

As you should know, the bear has arrived. Everyone is explaining about their own differentiated views and directions. Thus, it is starting to get a bit confusing. So I guess its time to review how I should approach this Bear Market and this post will be a reminder. My mission is to "Buy Quality Companies With High Margin Of Safety That Can Withstand This Short Term Volatility And Sustain Paying High Dividend" 1. Do up a Watchlist of Stocks with expected Entry/Re-entry Price During this period, every single stock will be on discount. Everyday as a value investor, you will be tempted to enter the market. But remember your cash is limited. So you will have to do up a watchlist of stocks and each stock should have a entry price. 2 - Blue Chips vs Dividend vs Value vs Others If you look at my portfolio , you can break the stock into 4 categories - Blue Chips, Dividend, Value and Others. I realised my Blue Chips and Dividend Stocks have been hit v

PNE Industries Ltd - Sunset Industry?

For the 1st post of 2016, as per what I said in the previous post – to continue with more writing of analysis of companies I owe or shortlist or just “kaypoh”. This will be in line to promote the use of Triple S Scorecard and it will also show the readers how it will help with the analysis of the company. I will also try to track the price changes and update the analysis once the quarter results are out. So today the stock we are talking about is PNE Industries Ltd . (If your mind is thinking WHAT IS THIS? Be prepared for more of such reactions in future. Cause I will try to dig up all the hidden gems in this blog. Stay Tuned for more!) Profile in Short PNE Industries Ltd is a company that manufactures and sells electronic, emergency lighting, and electrical appliances primarily in Europe, Malaysia, Singapore, Indonesia, and the People’s Republic of China through two segments, Contract Manufacturing and Trading. It was incorporated in 1999 and is headquartered in Singapore.