Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
Singapore
What's left in my CPF
I narrowed down 300 stocks to one. Estimated reading time: 36 minutes
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Deep-dive 2023-3: Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes