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Showing posts from July, 2018

Screener Update (08/7/2018)

Ticker Company Name Stock Price Market Cap Earnings Yield EBIT Enterprise Value Rank ROIC Net Working Capital Net Fixed Asset Rank Total Rank Filing Date SGX:CHZ HRnetGroup Limited 0.86 864.11 9.8% 55.86 567.12 3 184.9% 29.39 0.82 1 4 9/5/2018 SGX:CH8 China Sunsine Chemical Holdings Ltd. 1.34 658.87 22.5% 124.97 554.50 1 44.3% 141.66 140.15 4 5 25/4/2018 SGX:V01 VICOM Ltd 6.12 542.49 7.1% 30.74 430.24 5 91.4% (10.88) 44.52 2 7 9/5/2018 SGX:UD2 Japfa Ltd. 0.63 1,154.17 11.0% 287.18 2,606.81 2 15.2% 529.21 1,364.05 5 7 30/4/2018 SGX:ADN First Sponsor Group Limited 1.29 836.95 9.0%

1H18 Portfolio Update

It is that time of the year where I go through my portfolio and recent transactions. I currently hold 6 stocks with their respective returns: 1) UMS (-5.80%) 2) AEM (-9.52%) 3) China Sunsine (+34.81%) 4) Breadtalk (+25.71%) 5) VICOM (+4.97%) 6) SBS Transit (-0.17%) The returns are inclusive of the dividends paid out.  For more information, you can view it here ! I have relooked at the financials of both UMS and AEM and have decided to double down on UMS since my last post . Naturally, my portfolio is more sensitive to the semiconductor industry. I am still extremely bullish for China Sunsine that I decided to average up. Before averaging up, returns for China Sunsine reached +77.95%. Funny enough, my first post that was uploaded on my blog. I'd say I got pretty lucky! As for what I will be looking to acquire for the next quarter, that will depend on the next release of quarterly results. My plan is to acquire 2 shares per quarter (beginning