BRC Asia Limited (SGX:BEC) is one of the companies that were badly affected by the Covid-19 pandemic. With the construction industy picking up, we must be realistic with their short term prospects while we look at its potential looking beyond FY2020.
Aercap (NYSE:AER) – Surprise Winner in Airline Industry Collapse
Aercap (NYSE:AER) reported 2Q2020 earnings this week and results have shown that they are the surprise winner in the airline industry selloff.
It’s Hard to Measure Management Quality (Revisited)
I have written on this topic sometime last year. https://mopiglet.com/2019/06/19/the-importance-of-assessing-management-quality/ Last week, we received news about a corruption case involving a former LTA staff and directors from several construction firms. https://www.businesstimes.com.sg/companies-markets/former-lta-deputy-group-director-charged-with-corruption I was surprised at this news especially with the people involved. Mr Henry Foo was once touted as one of the more promising LTA … Continue reading It’s Hard to Measure Management Quality (Revisited)
Herman Miller (NYSE:MLHR) – To Emerge Stronger after Covid-19
Herman Miller has set the course to emerge stronger from this crisis. I feel that it is an opportunity to invest in a high end furniture maker as they recover from Covid-19
Working Capital and Why It Is Important in Investing
I have started a series of posts on understanding financial statements. This is because I have received questions from readers asking whether there is a need to have a financial background in order to analyse annual reports/financial reports. I did not receive any formal finance or accountancy training. The only course I took was a … Continue reading Working Capital and Why It Is Important in Investing
Powermatic Data (SGX:BCY) – Still Picking Up The Cash Flow
Powermatic Data (SGX:BCY) just released their long awaited full year results after a 2-month time extension filed with SGX RegCo. Since Feb 2020, the Group released updates on their operations in Suzhou. In a nutshell, operations were halted on 3 Feb 2020 due to mandatory closure under the directive of the local government and has … Continue reading Powermatic Data (SGX:BCY) – Still Picking Up The Cash Flow
How to Interpret and Use Free Cash Flow
I have started a series of posts on understanding financial statements. In this post, I will look at the concept known as free cash flow and why it is important, what it means and how to use it when analyzing companies.
5 Warning Indicators to Spot a Dividend Yield Trap
In this post, I will be sharing 5 warning indicators to spot for dividend yield traps while hunting for the right dividend stocks.
Moss Piglet’s 2Q2020 Review
What an unbelievable first half of 2020! After a disastrous 1Q, we have seen some sort of recovery in the markets this quarter and now we are currently seeing mixed performances as the markets begin to digest the numbers coming out from 2Q2020. Countries all over the world are starting to open up their business … Continue reading Moss Piglet’s 2Q2020 Review
Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
Nordic Group Limited (SGX:MR7) is a global solutions provider in areas of System Integration, Maintenance, Repair, Overhaul & Trading, Precision Engineering, Scaffolding, Insulation Services and Petrochemical & Environmental Engineering Services. In 2020, they are hit by a number of issues relating to Covid-19 such as the extended closures of the Group's operations in China and … Continue reading Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?