2023 High Conviction: Haw Par Is Cheap
I like Haw Par here, and recommend going long outright or hedging against UOB (~58% of its NAV, 94% of its market cap). Singapore Land looks a lay...
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Haw Par Corp Is Still Trading Cheap
I still like Haw Par here, and recommend going long outright or hedging against UOB (~58% of its NAV, 90% of its market cap).
569 Views
Haw Par: Trading Cheap; Beneficiary From A UOL/UIC Restructuring
United Industrial Corp (UIC SP) is a S$3bn leading real estate company, with an investment portfolio spanning commercial & residential...
775 Views
Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
332 Views
UOB Good'Ol Days (Part I): The Uncrowned King of Sarawak
In this two-part series about my alma mater, Singapore-based UOB Group, we highlight some of the interesting corporate culture, such as cost...
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