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Endeavour Silver – Ave analyst TP: US$9.37 vs EXK price $6.22. What gives?

Endeavour Silver – Ave analyst TP: US$9.37 vs EXK price $6.22. What gives? Ernest Lim's Investing Blog

Endeavour Silver – Ave analyst TP: US$9.37 vs EXK price $6.22. What gives? Two weeks ago, I have the privilege of meeting Mr Godfrey Walton, President & Chief Operating Officer…

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Guocoleisure – Portfolio of undervalued assets?

Guocoleisure – Portfolio of undervalued assets? 150 150 Ernest Lim's Investing Blog

Guocoleisure Limited (“GLL”) is a S$1b company in market capitalization. Mr Quek Leng Chan, #5 richest man in Malaysia (Forbes 2012) has about 66% interest in GLL. GLL’s intermediate holding company is Guoco…

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Personal compilation of reits and business trusts by total potential return and estimated dividend yield

Personal compilation of reits and business trusts by total potential return and estimated dividend yield 150 150 Ernest Lim's Investing Blog

Dear readers, I have compiled the reits, using Bloomberg data as of 14 Feb and sorted them in this order 1. Total potential return 2. Estimated dividend yield Among the…

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Dukang Distillers – still growing despite industry headwinds

Dukang Distillers – still growing despite industry headwinds 150 150 Ernest Lim's Investing Blog

It never rains but it pours. This phrase is an apt description for Dukang. Why is this so? With reference to Chart 1 below, it is apparent that Dukang is a laggard in…

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Eratat Lifestyle – to ride on China’s domestic consumption theme?

Eratat Lifestyle – to ride on China’s domestic consumption theme? Ernest Lim's Investing Blog

China is slowly changing its reliance on export to more of a domestic consumption focus. One such company which may be able to ride on this domestic consumption story is Eratat Lifestyle. (“Eratat”)…

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China Animal – Delisting or no delisting?

China Animal – Delisting or no delisting? 150 150 Ernest Lim's Investing Blog

On 26 Sep, before market opened, China Animal (“CAL”) announced that it has entered into a conditional Subscription Agreement with two new investors, Themes and SEB Listed PE Fund for subscription of…

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China ETFs – back in vogue with China market rally?

China ETFs – back in vogue with China market rally? Ernest Lim's Investing Blog

China market, as represented by Shanghai Composite Index (“SHCOMP”) has appreciated about 15.8% from 1,960 on 3 Dec to 2,269 on 31 Dec. Since Nov, I have been very interested…

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Personal compilation of reits sorted by total potential return & dividend yield

Personal compilation of reits sorted by total potential return & dividend yield 150 150 Ernest Lim's Investing Blog

Dear all, Reits as represented by the FTSE ST Real Estate Investment Trust has appreciated about 36.7% YTD. (Note: This return is calculated by using 31 Dec 12 px against…

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Sino Grandness – potential spin off in the making

Sino Grandness – potential spin off in the making Ernest Lim's Investing Blog

Most readers would be aware of Mr Koh Wee Meng, Executive Chairman and CEO of Fragrance Group who joined the ranks of Singapore Billionaires as shares of Fragrance Group doubled (including dividends)…

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Swiber – Laggard in the oil and gas play

Swiber – Laggard in the oil and gas play 150 150 Ernest Lim's Investing Blog

The Edge, in issue (17 – 23 Sep 2012) had outlined charts for some oil and gas stocks such as Ezion[1], Kreuz, Ezra, Nam Cheong[2] etc. I would like to bring readers’…

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