hoolahooper

part time capitalist, equities with a SEA (predominantly SGX) focused. Singapore-based, long only investor.

[hoolahooper @jodsjf34]

Added Delfi (SGX: P34) today. Yield and valuations look very attractive after a significant sell down as a result of reversal of cocoa prices, el nino fears and IDR sell-off.

[hoolahooper @jodsjf34]

@Mufasa_Capital can i trouble you to elaborate?

[hoolahooper @jodsjf34]

@AstutexAi Any views on investing in the shoe manufacturer, or companies that are part of that supply chain? It is very competitive on the brand level, but the supply chain has seen some consolidation. Global demand for footwear continues to increase.

[hoolahooper @jodsjf34]

@rickyho_1989 The recent sell-off is a good opportunity to accumulate Astra, or JCC if one prefers.

[hoolahooper @jodsjf34]

@Zoey124578 @Nick_duCat Thanks for the tip.

[hoolahooper @jodsjf34]

Does anyone with any views on Jardine C&C (SGX: C07) at current prices? Trading at a conservative P/B, 5% sustainable dividends and single digit P/E ratios. All while waiting for the Indonesian market to turnaround. Not a screaming buy, but a conservative hold.

[hoolahooper @jodsjf34]

@ValinClub I’m long the stock. The risk reward is particularly asymmetric. The 5.5%~ yield is decent to wait.

[hoolahooper @jodsjf34]

Agri congolomerate Olam Group Limited (SGX:VC2) looks increasingly attractive as an investment case. OFI's supply chain network is vast and incredibly difficult to replicate. Key catalysts in the form of successful sale of Olam Agri to SALIC and resultant deleveraging of BS

[hoolahooper @jodsjf34]

@finphysnerd Cheers. Will take a look. SGX is a ripe hunting ground .

[hoolahooper @jodsjf34]

@finphysnerd Nice list. Im long many SGX stocks too. How do you think about YZJFH ? Obviously very very cheap from a yield standpoint, and with management pushing for increased investment in domains of key expertise (maritime etc.). Barring a significant writedown in their China debt..?