My interview with Business Times

September 26, 2011 el15

Dear all, I was recently interviewed by Business Times. The interview was published today. Do refer to the article below. Campus Life Published September 26, 2011 STARTING YOUNG Inspired by a soap opera (Business Times, 26 Sep 11) Ernest Lim knew he wanted to be an investor at the age of 21, reports DOLLY CHIA OBTAINING his Chartered Financial Analyst or CFA certification at a tender age of 28, Ernest Lim says he is currently getting 10 to 20 per cent returns from his investment capital every year. Mr Lim: ‘Sometimes we need to make mistakes in order to know […]

Top Dividend Yielding Stocks in the Singapore Market

September 22, 2011 el15

Dear all, I have compiled the dividend yielding stocks using my personal criteria. Data is correct as on 22 Sep 11. Short Name Cur Last Price Analyst Consensus Px Chg from consensus TP 52 Wk High 52 Wk Low Adj Mkt Cap (S$m) 2012F PE 2011F Div Yield Potential (cap gain + div yield) First Ship Lease SGD 0.30 0.43 45.8% 0.49 0.27 193.1 229.0 17.0% 62.8% Cityspring Infra SGD 0.40 0.44 12.6% 0.60 0.39 600.0 NA 13.2% 25.9% Macquarie Intl SGD 0.50 0.62 24.7% 0.63 0.50 633.5 NA 11.0% 35.7% Elec & Eltek USD 2.98 4.38 47.0% 4.00 2.81 […]

Key takeaways from 1-1 Management Meeting with China Animal

September 19, 2011 el15

Late last year around December, China Animal[1] (“CAL”) has been quite a “hot” stock where daily volume surged more than 10m shares for 12 out of the 23 trading sessions in December. Its share price also hit a record intraday high of $0.425 since its reverse take over of Colorland Animation Limited on 29 Dec 2007. However, excitement over the stock fizzled off and its share price has dropped 31% year to date. CAL has also been keeping a low profile for the past few months. It was indeed fortuitous that I have the chance to meet CAL’s management, namely […]

Top dividend yielding stocks in Singapore

September 10, 2011 el15

Dear all, I have compiled the dividend yielding stocks using my personal criteria. Data is correct as on 7 Sep 11. Short Name Cur Last Price Analyst Consensus Px Chg from consensus TP 52 Wk High 52 Wk Low Adj Mkt Cap (S$m) 2012F PE 2011F Div Yield Potential (cap gain + div yield) Cityspring Infra SGD 0.40 0.44 12.6% 0.60 0.39 600.0 NA 13.2% 25.9% Technics Oil & SGD 0.86 1.29 50.3% 1.05 0.73 189.6 7.6 11.1% 61.4% Elec & Eltek USD 2.98 4.38 47.0% 4.00 2.64 675.2 6.5 10.9% 57.9% Macquarie Intl SGD 0.53 0.62 18.7% 0.63 0.50 […]

Eratat Lifestyle – 1HFY11 Net Profit surged 94%; Stock trades at 2xFY11F PE

September 5, 2011 el15

Eratat Lifestyle[1] reported a sterling set of 1HFY11 results for the period ended 30 June 2011. 1HFY11 sales and net profit surged 25% and 94% respectively to RMB523m and RMB90m. Gross margins have held steady above 30%, in line with management guidance. However, its share price only showed a positive one day response to the results before resuming its precipitous downward decline. Year to date (“ytd”), Eratat share price has declined 44%. To put this in perspective, STI and FTSE China Index’s ytd performance fell about 14% and 27% respectively. Besides the lackluster equity markets and the weak market sentiment […]