Readers should be well acquainted with our preference for boring companies with net cash positions and resilient cash-generative businesses. China Sunsine is as boring (and investable) as companies get. [Estimated reading time: 4 mins]
Tag: Business analysis
Centurion Corporation Limited: June 2021
Centurion (SGX: OU8) operates in the purpose-built workers accommodation and purpose-built student accommodation segments, both of which have been hit hard by Covid-19. But cash flows remain acceptable I am optimistic for this business. [Estimated reading time: 4 mins]
Tat Seng Packing Group Ltd: May 2021
Despite making over 50% return on my initial investment in Tat Seng (SGX: T12) 2 years ago, I still think this is a wonderful company with much more potential ahead. [Estimated reading time: 7 mins]
AEM Holdings Ltd: May 2021
AEM (SGX: AWX) is a semiconductor and electronics test solutions provider. Recently, the share price has been dropping and I found this to be a good opportunity to increase my holdings of AEM shares. Read this article to find out why. [Estimated reading time: 7 mins]
