Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
1.5k Views
Spindex Industries (SPE SP): PrimeMovers Equity-Sponsored MBO at S$1.43
While the offer is attractive compared to historical trading ranges, it is light in comparison to peer and precedent transaction multiples....
602 Views
Aztech IPO - Undemanding Valuation
Aztech Global (1869224D SP) is looking to raise about US$225m in its Singapore IPO. In this note, we will discuss forecast and assumptions and...
1.5k Views
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
805 Views
Discover Singapore: Fu Yu (FUYU SP); 67% of Mkt Cap Is Cash, Trading Below Book and Offers 8% Yield
Fu Yu Corp Ltd (FUYU SP) is a small (100M USD mkt cap) Singapore based precision plastics solutions provider Revenues have been declining for...
579 Views