Valuing Straco Corp
Straco Corp is a theme facilities and aquarium operator in China that we talked about a fair bit in the past. Many still cannot fathom …
Straco Corp is a theme facilities and aquarium operator in China that we talked about a fair bit in the past. Many still cannot fathom …
One big lesson learnt this year is that while people see good management is important, it is not an economic moat by itself. The ability …
We talked over here a fair bit about Toll Road companies like MIIF and China Merchant Pacific having a good yield with a good moat. …
In an environment where everyone seem to be reaching for higher yield, an India Healthcare business trust looks to be an easy sell. Its even …
China Merchant Pacific (CMHP), a subsidiary of China Merchant Holdings, the China state-owned enterprise, acquires another expressway, a day before they announces their latest quarter …
Want to own a ToTo business? Your chance may be here! But is it worth it? Malaysia’s BTOTO would like to spin off their subsidiary …
Profit of Hua Nan Expressway will be affecting MIIF dividend distributions by roughly 20-25% of Hua Nan’s contribution An often enquired stock on my dividend …
If there are some blue chip stocks that I would snap up in a further draw down, Sembcorp Industries (SCI) would be one of them. …
There is a reason some stocks are never to be touched. Stocks that you do not understand what their business is. Stocks that have business …
MIIF announced their full year results and to me it is largely expected. The contribution from increasing investment in TBC have resulted in greater earnings …