StubWorld: Haw Par Looking Stretched
The special divi has passed; yet Haw Par's NAV disc. to NAV is now around the narrowest inside a year. At 0.4x P/B, I prefer Singapore Land;...
696 Views
United Overseas Insurance: The Samsung Family of Singapore?
​Recent media attention on UOI due to minority shareholders' activism attempt; concerns over ownership structure, which resembles that of Samsung...
780 Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 2 of 4)
In Part 2 of our 4 part series we address the outlook for the rental market for private residential: The URA’s rental price index for private homes...
2.4k Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 1 of 4)
In Part 1 of our 4 part series we address the outlook for the sales market for private residential: Private home prices in the Outside Central...
566 Views
Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that China’s banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
588 Views