Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
388 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
299 Views
Sri Trang Gloves IPO - One to Keep an Eye for +ve Effect of COVID-19
Sri Trang Gloves (STGT TB) aims to raise around US$488m (THB15bn) in its Thailand IPO. The company is globally the third largest glove...
493 Views
UG Healthcare: FY19 Results Show Revenue and Gross Margin Strength; Cost Control Now Needed
UG Healthcare (UGHC SP) showed good topline growth to almost 92M SGD (+17.5%), and a 400bps improvement in its GPM (from 16.4% to 20.4%) during its...
492 Views
UG Healthcare: Weak 2Q19 Driven by One-Off Issue, If 10% NPM Achieved in FY20 Trades at 4x FY20 P/E
UG Healthcare (UGHC SP) showed good topline growth (+15%) but very weak bottom-line performance (-73%) in the second quarter of FY19 (financial...
524 Views