Singapore

Deep-dives

Riverstone (RSTON SP)

An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield

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Michael Fritzell Jul 6, 2025

Singapore

Haw Par (HPAR SP) — 2025 update

Estimated reading time: 16 minutes

• 

Michael Fritzell Jun 1, 2025

Singapore

Boustead Singapore meeting (BOCS SP)

Estimated reading time: 14 minutes

• 

Michael Fritzell Feb 20, 2025

Thematic reports

What's left in my CPF

I narrowed down 300 stocks to one. Estimated reading time: 36 minutes

• 

Michael Fritzell Oct 6, 2024

Singapore

Boustead Singapore (BOCS SP) － 2024 update

Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes

• 

Michael Fritzell Sep 15, 2024

Singapore

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

• 

Michael Fritzell Aug 27, 2024

Deep-dives

Micro-Mechanics (MMH SP)

Singapore’s favorite child, now experiencing an industry downturn

• 

Michael Fritzell Apr 7, 2024

Deep-dives

Delfi (DELFI SP) － 2024 update

Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes

• 

Michael Fritzell Mar 13, 2024

Deep-dives

PropertyGuru (PGRU US)

The Zillow of Southeast Asia, but at 2.7x EV/Sales

• 

Michael Fritzell Mar 10, 2024

Deep-dives

Straco Corporation (STCO SP)

Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT

• 

Michael Fritzell Feb 4, 2024

Deep-dives

SUTL Enterprise (SUTL SP)

Asia’s best marina in a growing city at a P/E of 7x

• 

Michael Fritzell Nov 12, 2023

Deep-dives

Kimly (KMLY SP)

High-ROE coffeeshop operator with a clean balance sheet at 11x P/E

• 

Michael Fritzell Sep 24, 2023