T.U.B Investing

Many of you will have heard about my reluctance of investing in S-chips. Thus, my investment into Hong Kong Listed Firms will most probably have shocked you, since many of the Hong Kong Listed Firms are located or have affiliations in China. Do read this post to understand the initial reasons I invest in US and Hong Kong counters. In addition to the reasons in the post, another factor is my work. My current work requires me to understand the culture of China companies and the China companies financial. Through the process of learning, I understand why there are so many scandals with regards to Listed China Firms (such as those in Hongkong and Singapore) . One of the reasons is the China invoicing/receipt system. Every invoice is tracked by the government centralized system, so that it can track back and tally with the company's tax submission. To get around this system, companies may have another "system" for cash and carry items. These items may not have been re...

Recently, rather than bottom fishing for counters, I decide maybe I can try to find the next counter that has the possibility of doubling in share price within the next 2 years. I had a few good picks in the past, such as PNE Industries Ltd , Hock Lian Seng Holdings Ltd , Ellipsiz Ltd and Captii Ltd , that has gain significantly - doubling or almost doubling in share price over a 2 to 3 years period. One of the counters I come across is Japan Foods Holding Ltd (deem as JF for the remainder of the post below) .  This was a counter I had been eyeing for the longest time. This counter is like the restaurant you never entered before, even though you walk past it everyday and know it serves very good food and has been wanting to try their food. But you just find the price a bit too expensive. In past, I already knew this counter has a great business model with a strong balance sheet. It also gave up great dividends. However, I didn't purchase this counter because its...