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  • 285 Comments

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23)
Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23) 1049 525 Ernest Lim's Investing Blog

Dear all Lendlease Reit (“Lendlease”) caught my attention as according to consensus, it offers a potential dividend yield of around 7.1% in each of FY23F and FY24F (financial year ends…

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Comfort Delgro sinks to 14-year low! Will it go lower? (19 Jan 2023)
Comfort Delgro sinks to 14-year low! Will it go lower? (19 Jan 2023) 1071 604 Ernest Lim's Investing Blog

Dear all On 11 Jan, Comfort (CD) closed at $1.21, the lowest close since 31 Oct 2008. The next day, to the horror of CD’s shareholders, it broke $1.21 with…

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  • 269 Comments

Comfort Delgro drops back to pandemic lows! What gives? (30 Sep 22)
Comfort Delgro drops back to pandemic lows! What gives? (30 Sep 22) 1119 613 Ernest Lim's Investing Blog

On 1 Sep, it was announced that Comfort Delgro (“CD”) will drop out of STI after being first included in the STI on 28 Jul 2010. Subsequently, there was turmoil…

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  • 38 Comments

China Railway Construction (01186.HK) – Bargain buy, or value trap? (22 Sep 2020)
China Railway Construction (01186.HK) – Bargain buy, or value trap? (22 Sep 2020) 736 530 Ernest Lim's Investing Blog

China Railway Construction (“CRCC”) recently caught my attention as it has tumbled approximately 44% from an intraday high of $9.99 on 5 Mar 2020 to close HKD5.64 on 21 Sep…

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What’s next for Sapphire if HKICIM becomes a substantial shareholder (19 Oct 17)
What’s next for Sapphire if HKICIM becomes a substantial shareholder (19 Oct 17) Ernest Lim's Investing Blog

Sapphire surged 11.5% this morning to touch an intraday high of $0.340 today on an announcement posted on SGX late last night. It closed +$0.01 to $0.315.   What happened…

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6 concerns investors have with Midas (7 Apr 17)
6 concerns investors have with Midas (7 Apr 17) 1920 1032 Ernest Lim's Investing Blog

Midas has slumped 14% post a 76% growth in its FY16 results. It closed at $0.225 on 7 Apr 2017 which was near the all-time closing low of $0.210. Some…

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5 observations on Sapphire’s results (10 Mar 17)
5 observations on Sapphire’s results (10 Mar 17) 694 596 Ernest Lim's Investing Blog

Sapphire’s share price slumped 8% from $0.335 on 27 Feb 2017 (before their results on 27 Feb, after market) to close $0.310 on 10 Mar 2017. Are their FY16 results…

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Is Midas a recovery play in 2017? (3 Feb 17)
Is Midas a recovery play in 2017? (3 Feb 17) 1038 649 Ernest Lim's Investing Blog

Midas has recently announced contracts after contracts. Based on Table 1 below, it is especially evident that Midas is gaining traction (particularly from 23 Jun 2016 onwards) in winning orders…

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