Category Archives: Golden Agri

Review of Quarter Results (Vicom, Riverstone, ISOTeam, Colex, Sarine Technologies & Golden Agri Resources)

Actually, I am quite an impatient person. Perhaps it is because of my job, or me living in fast pace Singapore where everything is about efficiency, or it is just my character…. However, I feel that I might have mellowed … Continue reading

Posted in Colex, Golden Agri, ISOTeam, Portfolio, Riverstone, Sarine Technologies Ltd, Vicom | Leave a comment

What is Fair? Golden Agri-Resource Ltd

It is the “Annual Report” season again. Yes, I have been getting Annual Reports in recent times (either in hard-copy or CD). I haven’t found the time to really dig into all of them. I have a habit of reading … Continue reading

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Hazy outlook…

The recent haze reminded me of one of my stock –  Golden Agri (read here). Incidentally, the NEA served legal papers on Singapore-listed firm, Asia Pulp and Paper (APP) which has an office in Singapore, to supply information on its … Continue reading

Posted in Golden Agri | 4 Comments

Golden Agri (Better days ahead?)

Golden Agri as a stock or company presents a very interesting study. I was prompted by a post I saw on Golden Agri by another blogger. (read here) I have also chanced upon an analyst report and feel that the … Continue reading

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Business moat? First think if it is a difficult business to be in.

I chanced upon an interesting article by another blogger. In it he talks about business moats (read here). His definition of true business moat is: Brands (eg. Colgate, Swatch & Kao) Scale Eco-system Switching cost Distribution (eg. Facebook, Alibaba, Honda & Johnnie Walker/Diageo for item 3, 4 and … Continue reading

Posted in Golden Agri, Investing methodology, NagaCorp, Portfolio, SMRT | 4 Comments

The odd one out (Golden Agri)

I have previously listed the names of the stocks which I have bought (see here). Among them there are consistent winners, and I do not have to worry much about them (main worry is how to add to my positions … Continue reading

Posted in Golden Agri | Tagged | 2 Comments

The Who, the why and the when (Part 1)

I am treating this blog as a reflections of my thought. Sort of like a wall to bounce off ideas. Do we ever ponder deeply into the reasons why we bought certain stocks on that fateful day in the past? Looking … Continue reading

Posted in Golden Agri, SMRT | 1 Comment

Golden Agri

As mentioned in my recent post, one of the earliest stock I bought is Golden Agri. It is also the stock which occupies the majority of my portfolio. The company doesn’t really have a very strong fundamental. There have been numerous write-ups … Continue reading

Posted in Golden Agri | 2 Comments