I’ve been looking at some Malaysian stocks recently, following IB’s decision to make this market available on their platform. Overall, my impression is that the Malaysian market doesn’t offer a lot of good opportunities currently. I also saw some signs that shareholders are generally not treated that well by company management in Malaysian companies. It […]
Macau E&M Holding (1408.HK)
I picked up some shares in Macau E&M Holding (1408.HK) recently. The terrible sentiment for Hong Kong listed stocks for the last few years is well known. Macau E&M shows nicely how far share prices can fall in an environment like this. I think there are some positives to be found at this company though […]
CMUV Bancorp: moving towards a sale?
One sector I like right now is community banks. I own a basket of small, OTC-listed community banks. Last year was a very turbulent year for the banking sector obviously, and even though things recovered quite quickly in the last couple of months, I think there are still a lot of interesting situations to be […]
Ossia International: trading at ~4x earnings, with hidden growth and a catalyst
I found this idea on the blog of Myles Kuah, who can also be found on X (Twitter). I think Ossia International (ticker: O08.SI) is a very attractive special situation and growth investment. I won’t spend too much time rehashing the same information from Myles’ blog, but instead focus on two areas that I think […]
Brook Crompton (AWC.SI) update: majority shareholder shenanigans
I wanted to post an update about Brook Crompton (AWC.SI) which I last wrote about two years ago. Back then the situation seemed pretty attractive: a cash-rich company with relatively steady earnings, trading at a nice discount to book value, and with some buyout potential from the majority shareholder. Enough for me to buy a […]