Monthly Archives :

December 2010

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Fuxing China – Growing to become a fully integrated zipper maker
Fuxing China – Growing to become a fully integrated zipper maker Ernest Lim's Investing Blog

Fuxing China announced its plans on 22 Dec (after market close) to acquire three companies, viz Fulong Zipper (“FZ”), Jianxin Weaving (“JW”) and Fuxin Electroplating (“FE”) for a total cash…

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Swiber – A likely beneficiary from the buoyant oil and gas industry
Swiber – A likely beneficiary from the buoyant oil and gas industry 150 150 Ernest Lim's Investing Blog

Half a year ago, Swiber has been a much touted stock as its order books swelled to US$1b which is an all time record. Nevertheless, its share price failed to…

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Capitamalls Asia – An opportunistic play
Capitamalls Asia – An opportunistic play Ernest Lim's Investing Blog

Before I start, I will like to state that this short write up, similar to the opportunistic play on Capitaland on 30 Nov and Wilmar on 5 Oct, is to…

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Eratat Lifestyle – Is the market missing out on something?
Eratat Lifestyle – Is the market missing out on something? 150 150 Ernest Lim's Investing Blog

While scrolling through the approximate 800 plus stocks listed on the SGX based on potential capital upside, Eratat Lifestyle (“Eratat”) came up to be one of the stocks which provide…

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Key takeaways from Fuxing 1-1 meeting with the CFO
Key takeaways from Fuxing 1-1 meeting with the CFO Ernest Lim's Investing Blog

Key takeaways from Fuxing 1-1 meeting with the CFO With reference to my write-up on Fuxing China, 7 Nov 10 https://ernest15percent.com/index.php/2010/11/08/fuxing-backed-by-014-of-net-cas/ , I have mentioned that I will check with…

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What is book value? Are companies trading at P/BV < 1 value plays?
What is book value? Are companies trading at P/BV < 1 value plays? 150 150 Ernest Lim's Investing Blog

From time to time, I would be invited by Nextinsight, financial website http://www.nextinsight.net/index.php/story-archive-mainmenu-60/903-2010-/3253-just-ask- to answer queries from their readers. Here is the latest answer by me to a reader asking…

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Capitaland – An opportunistic play
Capitaland – An opportunistic play Ernest Lim's Investing Blog

Before I start, I will like to state that this short write up is to highlight an opportunistic play on Capitaland and not an in depth analysis on Capitaland’s fundamentals.…

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