Author Archives: apenquotes

About apenquotes

Born in 1976. Married with 2 kids (a boy and a girl). A typical Singaporean living in a 4 room HDB flat.

The continuing Saga of Moya Holdings Asia Limited

You know I have been watching bits of the movie “The Big Short” on YouTube. In the movie, there is this character called Mark Baum. Mark Baum, this character is loosely based on an American businessman and investor called Steven Eisman. There … Continue reading

Posted in Moya Holdings Asia Limited | Leave a comment

My thoughts on Sarine Technologies Ltd (SGX: U77)

The thing about Sarine Technologies is that there isn’t really a consistent trend in its revenue (well, at least in recent years). Its recent report on the expected revenue and profit for the nine months ended September 30, 2017, has … Continue reading

Posted in Sarine Technologies Ltd | 4 Comments

Why I decided not to use 8 Securities

This post is a continuation of my post dated 23 July 2017 (see below). 8 Securities: Broker to trade US and Hong Kong Stocks (read here) So yes, 8 Securities does not have holding fees, if I am to buy and hold … Continue reading

Posted in Hong Kong Shares, Portfolio, US Stocks | 15 Comments

Tencent Holdings Ltd 00700 – Trailing PEG and Intrinsic Value

Mobile Messaging App Tencent is often compared to Facebook, since its mobile messaging apps dominate the China’s social networking market. Last quarter, its flagship app WeChat hit 938 million monthly active users (MAUs), its older QQ messaging app reached 678 million MAUs, and … Continue reading

Posted in Hong Kong Shares | 4 Comments

AerCap Holdings N.V. (AER): Intrinsic Value and Trailing PEG

AerCap Holdings NV is an aircraft leasing company. Its major activities include leasing, financing, sales and management of commercial aircraft and engines. It operates in Mainland China, Hong Kong, Macau, USA, the Netherlands, and few other countries. They also provide … Continue reading

Posted in US Stocks | 2 Comments

Timing (TalkMed and Chipotle Mexican Grill)

Maybe the title should be “Mistiming”. I have a long history of having a bad timing in buying shares. I was reading the recent article in the Sunday Times (see below). The best investors sit on plenty of cash (read … Continue reading

Posted in Healthcare Stocks, US Stocks | 2 Comments

Moya Holdings Asia Limited – 4 Things You Need to Know Now

Moya Holdings Asia Limited is a stock that has come out of nowhere and has won many investors’ hearts. Just look at the chart below. The stock was trading at SGD 0.029 on 18 Feb 2016. On 18 Aug 2017, … Continue reading

Posted in Moya Holdings Asia Limited | 3 Comments

Raffles Medical, TalkMed, Singapore O&G – The 2 Things these Stocks Taught Me Now

You know, it was only recently that many of the above-mentioned healthcare stocks were darlings of the Stock Market. The allure of healthcare is easy to understand: With an aging population, rising affluence of the middle class here and abroad, … Continue reading

Posted in Healthcare Stocks, Raffles Medical | Leave a comment

Raffles Medical Group Ltd – 4 Things You Need To Know Now

1) Sudden drop in Share Price The once mighty Raffles Medical share price seems to be suffering from a bout of flu. For the past one year, its share price has steadily declined from a high of SGD 1.55 to SGD 1.16, … Continue reading

Posted in Healthcare Stocks, Raffles Medical | Leave a comment

4 Small Cap Stocks with min. ROE 20% (Straco, Colex, Nordic, CEI Ltd) – What Is Their Trailing PEG & Intrinsic Value Now.

These 4 Singapore stocks are small (market capitalization ranging from $300 million to about $2 billion), but if you spend some time going through their annual reports, you would be impressed by their earnings performance. And their Return on Equity … Continue reading

Posted in CEI Limited, Colex, Nordic Group Limited, Straco | 3 Comments