Event Driven

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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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Olam breaks out of its 8-month consolidation; CAO closes above its 50D SMA (3 Dec 24)
Olam breaks out of its 8-month consolidation; CAO closes above its 50D SMA (3 Dec 24) 1634 849 Ernest Lim's Investing Blog

Dear all It has been an extremely hectic couple of months. Markets have been extremely buoyant and I have been swarmed with trades, meetings and trips. If only, I have…

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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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ISOTeam – Recovery ahead! (23 Jun 24)
ISOTeam – Recovery ahead! (23 Jun 24) 1538 773 Ernest Lim's Investing Blog

Dear all Since Mr Lawrence Wong took over as Prime Minister on 15 May, rumours are rife that an election is imminent, perhaps as early as Sep 2024. ISOTeam comes…

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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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