Blue Chips

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Stocks in focus – Capitaland Investment and Riverstone (1 Sep 25)
Stocks in focus – Capitaland Investment and Riverstone (1 Sep 25) 917 587 Ernest Lim's Investing Blog

Four stocks, namely Capitaland Investment (CLI), NTT DC Reit, OKP and Riverstone caught my attention last month. In the interest of time, I will just outline some noteworthy points on…

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Sembcorp Industries’ 22% rout in its share price – Is this overdone? (19 Aug 25)
Sembcorp Industries’ 22% rout in its share price – Is this overdone? (19 Aug 25) 1536 977 Ernest Lim's Investing Blog

In six trading days, Sembcorp Industries (SCI) has fallen 23% from $7.80 on 7 Aug 2025 to close $6.01 on 18 Aug 2025. After taking into account of $0.09 dividends which was ex on 15 Aug, this decline still amounts to an approximate hefty 22% drop, shaving off S$3.0b of its market capitalisation.

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Comfort Delgro – Potential bullish morning doji star formation (4 Aug 25)
Comfort Delgro – Potential bullish morning doji star formation (4 Aug 25) 1536 977 Ernest Lim's Investing Blog

While screening through the SGX universe, Comfort Delgro is among the rare companies which has all buy recommendations from the analysts.

This article is a brief version of what I have sent out to my clients on 1 Aug and 4 Aug.

Comfort Delgro closed $1.52 on 4 Aug. Day range $1.50 -1.54.

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Zixin Group: Riding the Wave of China’s Food Security and Agri-Tech Boom (20 Apr 25)
Zixin Group: Riding the Wave of China’s Food Security and Agri-Tech Boom (20 Apr 25) 562 296 Ernest Lim's Investing Blog

Dear all Since President Trump announced tariffs on 4 Apr 4 am (Singapore time), markets have been in a tailspin. Even the once unassailable S&P500 dropped 21.3% from 6,147 on…

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HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)
HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24) 1884 946 Ernest Lim's Investing Blog

Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out.…

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SingPost – Likely strong earnings growth this financial year! (30 Jun 24)
SingPost – Likely strong earnings growth this financial year! (30 Jun 24) 950 395 Ernest Lim's Investing Blog

Dear all Singapore Post Limited (SingPost) is one of CGSI’s three value picks with re-rating potential in their Singapore Strategy report dated 8 May 2024. I have the privilege of…

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Frasers Property Limited – large market cap stock trading at rock bottom valuations! (16 Jun 24)
Frasers Property Limited – large market cap stock trading at rock bottom valuations! (16 Jun 24) 715 148 Ernest Lim's Investing Blog

Dear all The past few weeks have been extremely busy from MSCI index rebalancing (where there are lots of opportunities to capitalise on); to 1-1 meetings and a site visit…

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