
Ernest Lim's Investing Blog
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I am an avid investor, trader cum remisier. I am a Chartered Financial Analyst® charterholder, as well as, a Chartered Accountant of Singapore. I have published articles on a wide range of topics on finance and investment, ranging from market / sector outlook, technical analysis and fundamental analysis etc.
Ernest Lim's Investing Blog
1w ago
Dear all, Marco Polo Marine (MPM) has caught my attention. It closed at $0.055 on 5 Feb 2025. Read on as I outline the reasons that it has caught my eye. Firstly, what does MPM do? MPM, listed on the SGX-ST since 2007, is a regional integrated marine logistics company involved in shipping and shipyard operations. The company charters offshore support vessels (OSVs) and tugboats/barges for industries such as mining, construction, and infrastructure across regional waters, including the Gulf of Thailand, Malaysia, Indonesia, and Taiwan. It has expanded into offshore wind farm projects, capitaliz ..read more
Ernest Lim's Investing Blog
2M ago
Dear all It has been an extremely hectic couple of months. Markets have been extremely buoyant and I have been swarmed with trades, meetings and trips. If only, I have another pair of hands. ? Anyway, just a short technical note on two companies, namely China Aviation Oil (CAO) and Olam which have seen bullish developments in their charts. A) CAO closes $0.01 above its 50D SMA, first since 5 Nov CAO is interesting as the increase in the share price in the past three days was accompanied with an increase in volume. CAO closed at $0.910, accompanied by ..read more
Ernest Lim's Investing Blog
3M ago
Dear all I am sure everybody here is familiar with Parkway Life Reit. It owns 64 properties located in the Asia Pacific region, with a total portfolio size of approximately S$2.25b as at 30 Sep 2024. Most of the us here would have conveniently thought that Parkway Life Reit is the first healthcare reit listed on SGX. However, this is not the case. It may come as a surprise to many of us, including myself that First Reit is actually the first healthcare reit listed on SGX on 11 Dec 2006 whereas Parkway Life Reit was listed on SGX on ..read more
HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)
Ernest Lim's Investing Blog
5M ago
Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out. HPH Trust (HPHT) stood out as one of a potential laggard. It last traded at US$0.130. Read on to see why it interests me. Interesting points on HPH Trust A) Low valuations with P/BV 0.35x Based on Bloomberg, HPHT trades at 0.35x FY24F P/BV, 1.0x standard deviation below its average 10Y P/BV of 0.6x. Based on Shareinvestor, NAV / share is around US$0.367. B) Staggering yield of 12.5%! Based ..read more
Ernest Lim's Investing Blog
7M ago
Dear all, UnUsUaL Limited (UnUsUaL) recently caught my attention due to a) It has slumped approximately 29% from $0.170 on 30 May to touch $0.120 on 16 – 17 Jul; b) Married deals of 19.0m shares transacted at $0.120 on 19 Jul and 1.6m shares at $0.125 on 22 Jul; c) Andy Lau is reportedly going to sing in Singapore. For the above point c), UnUsUaL announced yesterday on their Facebook (click HERE) that Andy Lau will be coming to Singapore for four nights from 10 – 13 Oct at Singapore Indoor Stadium. Given the above developments, it may arguably ..read more
Ernest Lim's Investing Blog
8M ago
Dear all
Singapore Post Limited (SingPost) is one of CGSI’s three value picks with re-rating potential in their Singapore Strategy report dated 8 May 2024. I have the privilege of meeting SingPost Group CFO, Mr Vincent Yik this month which I have shared with my LinkedIn (click HERE). It is interesting that SingPost has formed a potential bullish hammer on 28 June with a one-month high volume.
SingPost closed at $0.430 on 28 Jun 2024.
Why is SingPost interesting? I have summarised my readings from SGX announcements, analyst reports and my 1-1 interaction with Vincent in this article. Some key n ..read more
Ernest Lim's Investing Blog
8M ago
Dear all
Since Mr Lawrence Wong took over as Prime Minister on 15 May, rumours are rife that an election is imminent, perhaps as early as Sep 2024. ISOTeam comes to my mind as it is typically a beneficiary, especially before and after election.
What does ISOTeam do?
Founded in 1998 and listed on Catalist of the SGX on 12 July 2013, ISOTeam Ltd. is an established and eco-conscious player in Singapore’s building, maintenance and estate upgrading industry with more than 20 years of Repairs & Redecoration (R&R) and Addition & Alteration (A&A) experience.
ISOTeam has successf ..read more
Ernest Lim's Investing Blog
8M ago
Dear all
The past few weeks have been extremely busy from MSCI index rebalancing (where there are lots of opportunities to capitalise on); to 1-1 meetings and a site visit in Myanmar. This is why I have not been posting posts on my Linkedin (click HERE for my Linkedin) and only one article on my blog since 6 May 2024. While doing my usual stock screening of SGX listed stocks, I found out that Frasers Property Limited (FPL) has the lowest valuation at 0.3x P/BV, while being one of the largest market capitalisation stocks listed on SGX.
FPL closed at $0.800 on 14 Jun 2024.
Why is FPL inter ..read more
Ernest Lim's Investing Blog
9M ago
Dear all,
Among the numerous write-ups which I regularly sent to my clients; I have previously done a short write-up on Yoma Strategic Holdings Ltd on 23 Apr 2024. It traded between $0.040 – 0.042 on 23 Apr and closed at $0.041. A multi-year low (at least 13 years low) price was reached on 19 Apr and 22 Apr. I have actually informed some active clients who trade small cap stocks to take a look on 19 Apr.
Since 23 Apr, Yoma has seen stellar performance in its share price by rising 137% from $0.041 to touch an intra-day high of $0.097 on 30 May in a span of five plus weeks! Yoma closed at $0.085 ..read more
Ernest Lim's Investing Blog
10M ago
Dear all
It has been a while since I last published a post on my blog. I have been extremely busy with clients, trades and appointments, especially with 1-1 meetings with C suite management of listed companies. Readers can refer to my Linkedin HERE to see my activities and which companies I have met on a 1-1 basis.
Based on Table 1 below, since 9 Apr, STI has fallen 71 points or 2.2% from an intraday high of 3,248 to close 3,177 on 19 Apr. S&P500 has fallen 258 points or 5.2% in seven out of eight days to close 4,967 on 19 Apr.
Source: InvestingNote
Concerns over escalating tensions over ..read more