Avi Tech Electronics: a net-net experiencing a turnaround?

I have bought a very small position in Avi Tech Electronics (ticker: SGX:CT1) in Singapore. The company provides burn-in, engineering and manufacturing services for the semiconductor and electronics industries. Avi Tech has lost a lot of money in recent years, but their biggest losses came from two subsidiaries in the US and these operations are […]

Nam Lee Pressed Metal Industries

Nam Lee Pressed Metal Industries designs, manufactures and installs aluminium and steel products, such as door frames, gates and sliding windows / doors. These products are used for houses and flats. Nam Lee also builds mainframes for container refrigeration units. The company is listed in Singapore (ticker: SGX:G0I). There’s already a good write-up about this […]

PNE Industries sells down stake in PNE PCB Bhd

A quick update on another positive development at PNE Industries. On June 6 the company called an Extraordinary General Meeting to ask shareholders approval for the disposal of the company’s 42.8% shareholding in PNE PCB Bhd: link. This resolution was passed by shareholders on June 25. PNE Industries announced today that is has sold 5.0 […]

Catalysts and PNE Industries update

I like to think I’m aware of some of the biases that hurt investors: hindsight bias, consistency bias, anchoring, etc. Unfortunately being aware of biases doesn’t stop you from experiencing them. Buffett compares investing to shopping for groceries: if you’re going to be a net buyer of groceries and stocks, you want prices to go […]

LanTroVision: finally ready to return cash?

Sorry for the lack of posts lately. Finding new stocks to buy has become quite a challenge. Perhaps I will write a few posts about stocks I ended up rejecting if the lack of bargains persists. I did buy one new position this week though: LanTroVision (SGX:Q7W) has joined my basket of cheap Singapore small […]