Stock Research

Value investing portfolio with detailed analysis

7
Owned
12
Actionable
191
Watchlist
233
Analyses

Buy

5

Accumulate

7

Hold

7

Watchlist

191
S&P Global Inc SPGI
$505
+10%
A+Compounder
Risk: Major reform to issuer-pays model
Fair Isaac Corporation FICO
$1,463
-11%
A+Compounder
Risk: Regulatory intervention - CFPB could mandate alternative scores or cap pricing
Microsoft Corporation MSFT
$430
+12%
A+Compounder
Risk: AI CapEx ($65B/yr) fails to generate returns
Credit Bureau Asia Limited TCU
S$1.25
+14%
A+
Risk: Technology disruption (open banking, AI alternatives bypass credit bureaus)
LVMH Moët Hennessy Louis Vuitton SE MC.PA
€632
+15%
A+CompounderDIV: 2.06%
Risk: China luxury demand normalization (ongoing 2024)
Atlas Copco AB ATCO-A.ST
SEK 165
+18%
A+CompounderDIV: 1.5%
Risk: Premium valuation (P/E 30x) leaves no margin of safety
Visa Inc V
$353
+47%
A+Compounder
Risk: Payment network disintermediation (CBDCs, RTP, blockchain)
Tokyo Electron 8035
¥25,000
+19%
A+CyclicalDIV: 1.6%
Risk: China exposure at 47% of revenue - geopolitical and export control risk
Mastercard Incorporated MA
$579
+16%
A+Compounder
Risk: Regulatory/Interchange fee caps in major markets
Constellation Software Inc. CSU
C$3,316
+25%
A+Compounder
Risk: Acquisition runway exhaustion (PE competition)
Munich Re MUV2
€497
+24%
A+Defensive
Risk: Mega-catastrophe (>EUR 10B loss, e.g., major hurricane, earthquake)
Singapore Exchange Limited S68
S$17.26
+26%
A+Monopoly
Risk: Regulatory change allowing competing exchange in Singapore
Cintas Corporation CTAS
$191
+36%
A+Compounder
Risk: Valuation compression from 41x to 25x P/E
IDEXX Laboratories Inc IDXX
$670
+41%
A+Compounder
Risk: Extreme valuation (54x P/E) leaves no margin of safety
Lindt & Spruengli AG LISN
CHF 117,000
+64%
A+Compounder
Risk: Cocoa cost absorption failure (permanent margin compression)
DISCO Corporation 6146
¥48,870
+53%
A+MonopolyDIV: 0.9%
Risk: Extreme valuation (P/E 42x) leaves no margin of safety; any earnings miss triggers sharp correction
VAT Group AG VACN
CHF 384
+54%
A+Compounder
Risk: Semiconductor cycle downturn (30% WFE decline)
Costco Wholesale Corporation COST
$920
+69%
A+Compounder
Risk: Membership model disruption (Amazon matches value)
Belimo Holding AG BEAN
CHF 895
+220%
A+CompounderDIV: 1.04%
Risk: Extreme valuation (P/E 64x) -- if multiple compresses to 30x (still premium), stock falls 53%
Nakanishi Inc. 7716.T
¥1,400
-7%
ADefensiveDIV: 2%
Risk: Small-cap dental equipment with limited diversification
Hamamatsu Photonics K.K. 6965.T
¥1,789
-16%
ACyclicalDIV: 2.3%
Risk: Cyclical recovery timing - semiconductor equipment and EV battery testing markets uncertain, recovery could take 2-3 years
Chipotle Mexican Grill Inc CMG
$39
-8%
ACompounder
Risk: Sustained consumer headwinds - lower-income cohort (40% of sales) reducing frequency
East West Bancorp Inc EWBC
$114
+9%
ADeep Value
Risk: US-China trade war escalation
Investor AB INVE-B.ST
SEK 326
+9%
ACompounderDIV: 1.6%
Risk: Premium valuation limits upside from current levels
Tokio Marine Holdings, Inc. 8766.TSE
¥5,800
+12%
ADefensiveDIV: 3.2%
Risk: Japan catastrophe exposure - major Tokyo earthquake scenario
Air Liquide SA AI
€160
+10%
AMonopoly
Risk: Contract renewal rate falls below 85%
DNB Bank ASA DNB.OL
NOK 220
+10%
AMonopolyDIV: 4%
Risk: Oil price correlation - Norwegian economy remains oil-dependent
Gjensidige Forsikring ASA GJF.OL
NOK 200
+11%
ADefensiveDIV: 5%
Risk: At fair value - no margin of safety at current prices
American Express Company AXP
$352
+12%
ACompounderDIV: 0.93%
Risk: Economic recession could impact discretionary spending and credit quality
Fortis Inc FTS
C$61
+13%
ADefensive
Risk: ROE compression (secular regulatory pressure)
Givaudan SA GIVN
CHF 3,131
+12%
ADefensive
Risk: Acquisition failure (overpaying destroys ROIC)
Partners Group Holding AG PGHN.SW
CHF 1,233
+12%
ACompounderDIV: 3.4%
Risk: AUM-dependent revenue - market declines reduce fees and performance fee potential
Mabuchi Motor Co., Ltd. 6592.T
¥4,000
+14%
ACyclicalDIV: 2.5%
Risk: EV transition changing automotive motor requirements
Alimentation Couche-Tard Inc. ATD.TO
C$74
+14%
ACompounderDIV: 0.8%
Risk: EV transition reducing fuel traffic to convenience stores
KKR & Co Inc KKR
$114
+14%
ACompounderDIV: 0.65%
Risk: Credit cycle downturn could hit both credit funds and Global Atlantic simultaneously
Kongsberg Gruppen ASA KOG.OL
NOK 1,200
+14%
AMonopolyDIV: 1%
Risk: Premium valuation prices in much of the defense tailwind
Waste Management Inc WM
$221
+5%
ACompounder
Risk: Stericycle integration failure (synergies <$150M)
Japan Elevator Service Holdings Co., Ltd. 6544.T
¥3,000
+15%
ACompounderDIV: 0.8%
Risk: OEM manufacturers (Mitsubishi, Hitachi) competing for maintenance contracts
Ferrari N.V. RACE
$333
-13%
ACompounderDIV: 1%
Risk: EV transition execution - Electric Ferrari must satisfy both regulators and collectors who value V12 emotion
Oriental Land Co., Ltd. 4661.T
¥3,500
+17%
AMonopolyDIV: 0.3%
Risk: Extreme valuation (P/E 40x+) prices in decades of growth
Copart Inc CPRT
$41
+17%
ACompounder
Risk: Autonomous vehicles reducing accident frequency (10+ year horizon)
Green Brick Partners Inc GRBK
$69.39
+16%
ACyclical
Risk: Housing cycle downturn - high beta (2.0) means severe drawdowns in recessions
O'Reilly Automotive Inc ORLY
$98
+15%
ACompounder
Risk: Valuation at 34.8x P/E leaves limited margin of safety
Burckhardt Compression Holding AG BCHN
CHF 543
+18%
ACompounder
Risk: Technology disruption risk
DBS Group Holdings Ltd D05
S$56
+17%
AMonopoly
Risk: China property exposure causes significant loan losses
Royal Bank of Canada RY.TO
C$234
+17%
AMonopolyDIV: 2.63%
Risk: Canadian housing bubble exposure - overpriced real estate in Toronto/Vancouver
Union Pacific Corporation UNP
$235
+18%
ACompounderDIV: 2.3%
Risk: Economic recession reduces freight volumes and causes operating leverage impact
Zurich Insurance Group AG ZURN
CHF 568
-15%
ADIV: 4.96%
Risk: Mega-catastrophe accumulation (climate-driven nat-cat losses)
Mitsubishi Corporation 8058.T
¥2,500
+11%
ACyclicalDIV: 2.8%
Risk: Commodity price volatility - 58% of profits from Mineral Resources and Environmental Energy segments
Amazon.com Inc AMZN
$239
+20%
ACompounder
Risk: FTC antitrust litigation and potential regulatory action could force structural changes
Roche Holding AG ROG
CHF 368
-16%
A
Risk: Perjeta + Xolair biosimilar erosion accelerates (CHF 6.1B at risk)
Nihon M&A Center Holdings Inc. 2127.T
¥900
+20%
ASpeculativeDIV: 1.5%
Risk: Past accounting scandal damaged reputation; competition increasing in fragmented market
Salik Company PJSC SALIK
AED 6.35
+21%
AMonopoly
Risk: Dubai traffic growth slows significantly
Al Rajhi Bank 1120.SR
SAR 97
+21%
AMonopolyDIV: 2.9%
Risk: Premium valuation (P/B 3.6x) leaves no margin of safety
Compagnie Financiere Richemont SA CFR
CHF 161
-19%
ADIV: 1.9%
Risk: China luxury demand slowdown -- Asia Pacific was 40% of sales at peak, now declining. Property crisis and common prosperity policies dampen domestic consumption.
Schindler Holding AG SCHN
CHF 281
+25%
ACompounder
Risk: EBIT margin fails to reach 12% by end of 2025
Sherwin-Williams Company SHW
$325
+79%
ACompounder
Risk: Amazon or big box develops superior contractor delivery logistics
VZ Holding AG VZN
CHF 147
-20%
ADIV: 1.86%
Risk: Interest rate compression reduces banking income (20% of revenue)
Sysmex Corp. 6869.T
¥3,800
+27%
ADefensiveDIV: 0.6%
Risk: Competition from Beckman Coulter (Danaher) and Abbott in adjacent diagnostics segments
Itochu Corporation 8001.T
¥7,500
+15%
ACyclicalDIV: 2.1%
Risk: China exposure via CITIC (13% of profits, 11% of assets at Y1.73T) creates geopolitical vulnerability if US-China tensions escalate
MonotaRO Co., Ltd. 3064.T
¥2,200
+29%
ACompounderDIV: 0.7%
Risk: Amazon Business entering Japanese MRO market
Stryker Corporation SYK
$370
+24%
ACompounderDIV: 0.95%
Risk: Premium valuation (44x P/E) leaves no margin of safety for execution stumbles
Straumann Holding AG STMN
CHF 94.16
-26%
ADIV: 1.06%
Risk: China VBP contagion to Western markets could collapse implant pricing globally
ASML Holding NV ASML
€899
+38%
AMonopoly
Risk: Severe China export restrictions (all service cut)
INFICON Holding AG IFCN
CHF 120
-29%
ACompounderDIV: 1.75%
Risk: Semiconductor cycle recession (51% of revenue from Semi & Vacuum Coating, could decline 30-40% in severe downturn)
Mettler-Toledo International Inc. MTD
$1,417
+42-61%
ACompounder
Risk: China disruption (16% sales, 29% profit, 30% production)
Kikkoman Corporation 2801
JPY 1,441
+63%
ADefensiveDIV: 1.73%
Risk: Currency translation - 75% profits overseas, Yen strength crushes earnings
Accelleron Industries AG ACLN
CHF 74.75
-87%
A
Risk: P/E compression from 42x to 25x (re-rating)
Procter & Gamble PG
$152
+103%
ACompounder
Risk: GLP-1 demand destruction (Ozempic/Wegovy adoption)
Interroll Holding AG INRN
CHF 2,000
-5%
A-
Risk: Extended logistics CapEx downturn (3+ years)
PDD Holdings Inc. PDD
$101
+6%
A-Deep Value
Risk: China regulatory/geopolitical - CCP antitrust, data security laws, US delisting risk, VIE structure
SGS SA SGSN
CHF 91
+7%
A-Compounder
Risk: Organic growth below 3% for two quarters
United Overseas Bank Limited U11
S$35
+6%
A-Monopoly
Risk: China property exposure (~S$1.3B) leads to write-downs
Ypsomed Holding AG YPSN
CHF 303.50
-6%
A-
Risk: Novo Nordisk shifts to SHL Medical or in-sources autoinjectors
Shimano Inc. 7309.TSE
¥21,500
+8%
A-CyclicalDIV: 1.4%
Risk: Extended post-COVID bicycle demand weakness beyond 2025
Uber Technologies Inc UBER
$82
+9%
A-Growth
Risk: Autonomous vehicles could disintermediate Uber if Waymo/Tesla bypass the platform
ABB Ltd ABBN.SW
CHF 49.54
+10%
A-CompounderDIV: 1.8%
Risk: Industrial cycle exposure - orders tied to manufacturing capex spending
Lowe's Companies Inc LOW
$241
+9%
A-CompounderDIV: 1.93%
Risk: Housing cycle weakness - prolonged high rates suppress demand
Qatar Gas Transport Company (Nakilat) QGTS
QAR 4.44
+11%
A-Monopoly
Risk: LNG demand peaks earlier than expected
Azeus Systems Holdings Ltd. BBW
S$11.29
-11%
A-
Risk: CERKS revenue cliff post-FY2027 as implementation phase ends
Yangzijiang Shipbuilding (Holdings) Ltd. BS6
S$3.73
-12%
A-
Risk: USTR port fees reimposed/escalated on Chinese-built vessels
National Bank of Kuwait NBK
KWD 1.02
+13%
A-Monopoly
Risk: Oil price crash impacts Kuwait economy
VICOM Ltd WJP
S$1.64
+13%
A-Monopoly
Risk: Singapore vehicle population declines (policy shift)
Micro-Mechanics (Holdings) Ltd 5DD
SGD 1.74
-14%
A-
Risk: Semiconductor cycle downturn (revenue -30%)
iFAST Corporation Ltd. AIY
SGD 9.34
-14%
A-
Risk: Market downturn reduces AUA by 25-30%
Novartis AG NOVN
CHF 105
-17%
A-DIV: 2.9%
Risk: Patent cliff: Entresto ($7.8B peak) + Promacta + Tasigna going generic 2025-2026, creating ~$12B revenue gap
Centurion Corporation Limited OU8
SGD 1.57
-14%
A-
Risk: Singapore construction downturn reduces worker demand
Realty Income Corporation O
$65.66
+17%
A-
Risk: Sustained high rates (10Y > 5%) for 5+ years
Swissquote Group Holding SA SQN
CHF 413
-15%
A-
Risk: Interest rate collapse destroys NII (34% of revenue)
Brambles Ltd BXB
A$23.41
+20%
A-CompounderDIV: 2.9%
Risk: Plastic pallet technology disruption eroding wooden pallet advantage over 10+ years
Rio Tinto Limited RIO
A$148
+18%
A-Cyclical
Risk: Iron ore price collapse (<$60/t sustained)
Domino's Pizza Inc DPZ
$420
+17%
A-Compounder
Risk: Debt refinancing crisis in elevated rate environment
CRH plc CRH
$122
+22%
A-CompounderDIV: 1.2%
Risk: Valuation compression if IIJA spending slows or recession hits
Prudential plc K6S
-18% to buy
A-
Risk: China regulatory tightening or HK-China border disruption
Mitsui & Co., Ltd. 8031.TSE
¥4,540
-21%
A-CyclicalDIV: 3.7%
Risk: Commodity price cyclicality - 58% of profits from Mineral & Metal Resources (32%) + Energy (26%)
XMH Holdings Ltd BQF
S$1.85
-27%
A-
Risk: Data centre construction cycle slows or delays in SE Asia
Jungfraubahn Holding AG JFN
CHF 303
-27%
A-DIV: 2.5%
Risk: Tourism cyclicality -- pandemic, geopolitical shock, or recession could collapse visitor numbers (as in 2020: -9.2M net loss)
Hilton Worldwide Holdings Inc HLT
$299
+42%
A-CompounderDIV: 0.2%
Risk: Cyclicality - hotel demand highly correlated with economic cycles; 2020 showed 90%+ earnings decline
Oiltek International Limited HQU
S$0.80
-31%
A-DIV: 1.5%
Risk: Valuation at 34x trailing earnings prices in perfection; project concentration means revenue is lumpy and dependent on a few large contracts
PropNex Limited OYY
SGD 2.32
-31%
A-
Risk: Singapore property market downturn (recession, demand shock)
Sika AG SIKA
CHF 162
+45%
A-Compounder
Risk: Prolonged global construction depression (3+ years)
Medacta Group SA MOVE
CHF 150.60
-39%
A-DIV: 0.46%
Risk: Robotic surgery disruption could reduce value of technique-based moat if surgeons migrate to robot-assisted platforms (Stryker MAKO, Zimmer ROSA)
Advanced Micro Devices Inc AMD
$232
+93%
A-Growth
Risk: Nvidia ecosystem lock-in persists; CUDA remains dominant
Singapore Technologies Engineering Ltd S63
S$10.18
-62%
A-DIV: 1.7%
Risk: Extreme valuation at 42x P/E leaves no margin of safety; any earnings miss or sentiment shift could trigger sharp correction
Molina Healthcare Inc. MOH
$180
+3%
B+Defensive
Risk: Federal Medicaid block grants/funding cuts enacted
Singapore Shipping Corporation S19
S$0.30
-7%
B+DIV: 3.33%
Risk: PCTC charter rate cyclicality -- 39% orderbook-to-fleet ratio with 11% net supply increase in 2025 could pressure renewal rates
Brookfield Corporation BN
$63
+50%
B+Deep Value
Risk: Insurance credit losses ($120B+ assets) - defaults wipe equity
Pfizer Inc. PFE
$26.44
+10%
B+Defensive
Risk: Eliquis patent expiration 2027-28
SMC Corporation 6273
¥53,650
+12%
B+CyclicalDIV: 1.86%
Risk: ROE 7.4% fails Buffett test - this is a good business, not a great one
Nitto Denko Corp. 6988.T
¥13,500
+13%
B+CyclicalDIV: 2%
Risk: Display technology shifts could reduce demand for current optical film products
Riverstone Holdings Limited AP4
SGD 0.79
-11%
B+
Risk: Healthcare glove price war intensifies with global overcapacity
Core Natural Resources, Inc. CNR
C$148
+6%
B+Compounder
Risk: Met coal price collapse to <$150/ton sustained
Equinor ASA EQNR.OL
NOK 270
+13%
B+MonopolyDIV: 8.5%
Risk: Energy transition - structural long-term headwind to oil demand
Tecan Group AG TECN
CHF 130
+12%
B+Monopoly
Risk: Structural decline - ROIC below WACC for 3+ years (not cyclical)
Nihon Kohden Corp. 6849.T
¥3,200
+14%
B+DefensiveDIV: 1.8%
Risk: Competition from much larger global medtech companies (Philips, GE, Mindray)
Jardine Cycle and Carriage C07
S$34.20
-12%
B+
Risk: Indonesian rupiah depreciates 15%+ vs USD
CapitaLand India Trust CY6U
S$1.26
-13%
B+
Risk: INR/SGD depreciation erodes DPU in Singapore dollar terms
Elevance Health Inc ELV
$346
+15%
B+Deep ValueDIV: 2%
Risk: Government policy risk - 50% revenue from Medicare/Medicaid programs subject to rate cuts
TSH Resources Berhad TSH
RM 1.21
-13%
B+
Risk: CPO price collapse below MYR 3,000/MT sustained
NOF Corporation 4403.T
¥2,800
+17%
B+DefensiveDIV: 2%
Risk: Concentration in pharmaceutical excipients vulnerable to technology shifts
Energy Transfer LP ET
$17.35
+16%
B+DefensiveDIV: 7.5%
Risk: Energy transition could reduce long-term natural gas demand; $60B debt load limits flexibility
Howard Hughes Holdings Inc. HHH
$81
+16%
B+Deep Value
Risk: Housing demand slowdown if mortgage rates stay elevated >8%
BRC Asia Limited BEC
-15% to buy
B+
Risk: Singapore construction cycle downturn post-2028
Orkla ASA ORK.OL
NOK 100
+18%
B+DefensiveDIV: 10%
Risk: Margin pressure from private label competition
Siegfried Holding AG SFZN
CHF 82
-15%
B+
Risk: Major customer loss (Drug Substances)
SUTL Enterprise Limited BHU
S$0.895
-16%
B+
Risk: Sentosa lease non-renewal in 2034
Cortina Holdings Limited C41
S$3.47
-16%
B+DIV: 4.6%
Risk: Brand allocation risk -- Rolex and Patek Philippe control product supply and could reduce allocation or go direct-to-consumer
Flughafen Zurich AG FHZN
CHF 261
-16%
B+
Risk: Pandemic/health crisis shutting down air travel
Info-Tech Systems Ltd. ITS
S$0.955
-16%
B+DIV: 3.25%
Risk: AI-native HRMS disruption from well-funded global competitors (Zoho, Xero, BambooHR) or new entrants
Nordic Group Limited MR7
S$0.50
-16%
B+DIV: 3.5%
Risk: Revenue stagnation at S$158-163M for 3 years; labour cost inflation compressing gross margins from 28% to 23%
Sembcorp Industries U96
S$6.32
-16%
B+DIV: 4.11%
Risk: Balance sheet leverage (4.5x net debt/EBITDA, rising post-Alinta) leaves minimal margin for error
Shin-Etsu Chemical Co., Ltd. 4063.T
¥4,800
+20%
B+CyclicalDIV: 2.16%
Risk: Semiconductor cycle volatility - wafer demand can swing 20-30% in downturns
Beng Kuang Marine Limited BEZ
S$0.30
+20%
B+
Risk: Oil price collapse below $50/bbl reducing FPSO maintenance spend
Nestle SA NESN
CHF 79.91
-17%
B+Defensive
Risk: GLP-1 drugs reduce food consumption 5-10%
Haw Par Corporation Limited H02
S$15.18
+8%
B+Deep Value
Risk: Tiger Balm brand loses relevance to younger consumers
Keppel DC REIT AJBU
S$2.27
-18%
B+
Risk: Top tenant (35% of income) defaults or non-renews
Penguin International Limited BTM
S$1.60
-19%
B+
Risk: Oil price collapse kills offshore energy demand
Zoom Video Communications ZM
$92
+23%
B+Deep Value
Risk: Microsoft Teams bundled free with Office 365, gaining enterprise share through integration and price advantage
Alpha Metallurgical Resources Inc AMR
$212
-20%
B+Cyclical
Risk: Extended met coal price weakness (<$150 PLV for 2+ years)
Great Eastern Holdings Limited G07
S$15.78
+26%
B+
Risk: OCBC maintains 88% stake indefinitely, permanent minority discount
Hyatt Hotels Corporation H
$158
+27%
B+CyclicalDIV: 0.36%
Risk: Cyclicality - hotel demand highly correlated with economic cycles, RevPAR fell 70%+ in 2020
Basilea Pharmaceutica AG BSLN
CHF 54
-22%
B+
Risk: Cresemba patent cliff -- US generics Q4 2027, European generics H2 2028. Royalty income (CHF 112m, 48% of revenue) will decline materially.
Compagnie Financiere Tradition SA CFT
CHF 269
+22%
B+DIV: 2.51%
Risk: Electronic execution gradually replacing voice brokerage over 10-20 years
Teck Resources Ltd Class B TECK
$53.76
+28%
B+Cyclical
Risk: Copper price collapse (<$3/lb for 2+ years)
Temenos AG TEMN
CHF 64
+28%
B+DIV: 2%
Risk: Governance instability - 3 CEO changes in 2 years plus lingering Hindenburg accounting concerns
Valaris Ltd VAL
$58
+29%
B+Cyclical
Risk: Oil price collapse below $50/bbl sustained
Holcim Ltd HOLN
CHF 78
+26%
B+Compounder
Risk: Post-spin margin compression (EBIT <15%)
SFS Group AG SFSN
CHF 123.60
-23%
B+
Risk: Structural decline of German manufacturing base (30% of revenue)
Soilbuild Construction Group Ltd ZQM
S$1.11
+31%
B+
Risk: Singapore construction cycle downturn post-2029
China Medical System Holdings Limited 8A8
-24% to buy
B+DIV: 2.75%
Risk: China VBP policy could expand to more products, further eroding revenue
Lonza Group AG LONN
CHF 529
+32%
B+Compounder
Risk: Major customer loss (like Moderna contract termination)
Bachem Holding AG BANB
CHF 66.45
-33%
B+DIV: 1.28%
Risk: Capacity overbuild risk - CHF 1B+ invested in facilities that may be underutilized if GLP-1 demand disappoints or non-peptide oral alternatives succeed
UMS Integration Limited 558
S$1.35
+35%
B+DIV: 3.9%
Risk: Customer concentration: ~70% of Group revenue from Applied Materials. One customer controls the destiny of the business.
Cembra Money Bank AG CMBN
CHF 96.45
-27%
B+DIV: 4.41%
Risk: Swiss interest rate cap compression as SNB cuts rates to 0%, mechanically reducing maximum APR on consumer loans from 10% toward lower levels, squeezing net interest margin.
Dottikon ES Holding AG DESN
CHF 348
-28%
B+
Risk: Capacity ramp-up disappointment
Global Testing Corporation Limited AYN
S$1.62
-29%
B+DIV: 1.54%
Risk: Customer A represents 35.8% of revenue. Loss would be catastrophic given fixed-cost operating leverage.
Pan-United Corporation Ltd P52
S$1.19
+42%
B+DIV: 2.5%
Risk: Construction cycle downturn - revenue fell 47% in 2020 COVID; Singapore construction demand will inevitably moderate
Tianjin Pharmaceutical Da Ren Tang Group Corporation Limited T14
SGD 3.66
-29%
B+
Risk: SOE parent extracts value via related-party transactions
Geberit AG GEBN
CHF 515
+20%
B+Defensive
Risk: Extended European housing downturn
Bumitama Agri Ltd P8Z
S$1.49
-30%
B+
Risk: CPO price collapse to MYR 2,500-3,000
Ever Glory United Holdings Limited ZKX
S$0.745
-49%
B+
Risk: Guthrie integration failure (culture clash, management bandwidth)
OKP Holdings Limited 5CF
SGD 0.845
-35%
B+
Risk: Gross margin reverts from 32% to historical 15-20%
Addvalue Technologies Ltd A31
SGD 0.089
-38%
B+
Risk: Inmarsat/Viasat partnership terminated or competed against
DLocal Limited DLO
$14.05
+65%
B+Growth
Risk: Major merchant disintermediation (direct local licensing)
MarcoPolo Marine Ltd 5LY
SGD 0.159
-43%
B+
Risk: Offshore wind slowdown in Asia (policy change, tariffs, delays)
Thakral Corporation Ltd AWI
S$1.70
-4%
BDIV: 2.4%
Risk: Permanent conglomerate discount -- family control (Thakral family) means no activist pressure to close NAV gap; minority shareholders rely on family's willingness to unlock value
United Overseas Australia Ltd EH5
A$0.55
-9%
BDIV: 4.5%
Risk: Permanent value trap - 73% family control with no incentive to close 54% NAV discount
Fluor Corporation FLR
$46
+15%
BCyclical
Risk: Project execution risk - LNG Canada delays, legacy infrastructure lawsuit ($116M provision)
Noble Corporation plc NE
$31
+24%
BCyclical
Risk: 2025 utilization worse than expected (white space persists)
Hor Kew Corporation Limited BBP
S$1.28
+28%
B
Risk: Gross margin reversion from 40% to historical 20-25% as construction cycle turns
Nam Lee Pressed Metal Industries Limited G0I
S$0.72
-24%
B
Risk: Family feud escalates - proxy fight, litigation, value destruction
IHH Healthcare Berhad Q0F
S$2.90
+32%
BDIV: 1.1%
Risk: Turkish Lira hyperinflation eroding 30% of revenue in MYR terms
UOB Kay Hian Holdings U10
S$3.14
-24%
BDIV: 3.8%
Risk: Market cyclicality - revenue/profits swing 30-40% with equity market conditions
Hafary Holdings Limited 5VS
S$0.505
-31%
BDIV: 5.45%
Risk: Excessive leverage (2.1x net debt/equity) in a cyclical industry; interest coverage declining to 5.4x
ValueMax Group Limited T6I
S$1.22
-34%
BDIV: 2.2%
Risk: Gold price dependency (0.8 correlation to share price, 0.96 to retail revenue) -- a gold correction from all-time highs would significantly impair earnings
Bukit Sembawang Estates Limited B61
S$5.04
-12%
B-DIV: 4%
Risk: Singapore government cooling measures (ABSD, TDSR) can collapse demand overnight
Mobileye Global Inc. MBLY
$10.50
+17%
B-Growth
Risk: Tesla FSD achieves decisive superiority
Nam Cheong Limited 1MZ
S$1.30
+53%
B-
Risk: Oil price collapse to $50-60/bbl sustained
Straco Corporation Limited S85
S$0.38
-16%
B-DIV: 5.26%
Risk: Concession expiry (2034-2037) with no renewal guarantee eliminates all revenue
Transocean Ltd RIG
$4.97
+42%
C+Cyclical
Risk: Debt service in cyclical downturn - $7.2B total debt requires continued operational execution
Oscar Health, Inc. OSCR
$16.55
+66%
C+Defensive
Risk: ACA subsidy elimination - 92% of premiums are government-subsidized APTCs expiring Dec 2025
ODP Corporation ODP
-36% to buy
CDeep Value
Risk: B2B pivot fails - Veyer growth stalls, contract losses
Global Resource Construction Ltd S3N
CDIV: 1%
Risk: Structural low margins (~4% net) -- one bad project can wipe out a year's profit
Multi-Chem Limited AWZ
S$3.43
-14%
Tiong Woon Corporation Holding Ltd BQM
S$1.02
-20%
Food Empire Holdings Limited F03
S$3.23
-38%
Boustead Singapore Limited F9D
S$2.25
+7%
Grand Banks Yachts Limited G50
S$0.86
-24%
Logitech International SA LOGN
$90
-22%
Sing Investments & Finance Limited S35
S$1.69
-17%
Coliwoo Holdings Limited W8W
S$0.57
-26%

Rejected

23
Saudi Aramco 2222
ASpeculativeDIV: 6.5%
Risk: 98% government ownership - minority shareholders have no influence
Sheng Siong Group OV8
-31% to buy
B+SpeculativeDIV: 3.2%
Risk: P/E 27x is extreme for a grocery chain - 30%+ overvalued
SalMar ASA SALM
BCyclicalDIV: 4.5%
Risk: Salmon is a commodity - prices swing 30-50% on supply/demand
Emperador Inc EMI
-36% to buy
C+DIV: 0.8%
Risk: Continued earnings decline as brandy faces competition and whisky confronts global headwinds
Nabtesco Corporation 6268
-46% to buy
C+CyclicalDIV: 2.15%
Risk: Chinese competition commoditizing precision reducer and hydraulic equipment markets
Tesla, Inc. TSLA
6.0%
+4.5%
C+SpeculativeOwned
Risk: Valuation assumes flawless execution of unproven ventures (robotaxi, Optimus) - 120x P/E prices in perfection
Global Investments Limited B73
-26% to buy
CDIV: 6.25%
Risk: Credit cycle downturn would impair CLO collateral and potentially trigger AT1 write-downs. FY2022 loss of S$35M demonstrates catastrophic downside.
Merck KGaA MRK
-33% to buy
CDefensive
Risk: Life Science market share erosion (THO/DHR consolidation)
Amcor PLC AMCR
-40% to buy
CDeep Value
Risk: Berry merger synergies disappoint by 30%+
TeleChoice International Limited T41
-58% to buy
CDIV: 0.66%
Risk: Extreme customer concentration - StarHub and U Mobile represent ~70%+ of revenue. Loss of either contract returns company to losses immediately.
Pacific Radiance Ltd RXS
-65% to buy
C
Risk: Oil price decline below $50/bbl crushes OSV demand and charter rates
ASL Marine Holdings A04
CDIV: 0.6%
Risk: Cyclical downturn would immediately wipe out thin profits and return to value destruction - FY2021-22 saw S$67M cumulative losses
Intel Corporation INTC
-40% to buy
DTurnaround
Risk: Intel 18A fails to reach competitive yields
First Ship Lease Trust D8DU
-48% to buy
D
Risk: Terminal fleet decline -- average vessel age ~19 years, approaching scrap age with no acquisition plan
Estee Lauder Companies EL
-72% to buy
DTurnaround
Risk: China prestige beauty secular decline
Sotkamo Silver AB SOSI1.HE
-79% to buy
DSpeculative
Risk: Silver price collapse to $20/oz
Patagonia Gold Corp PGDC
-88% to buy
DSpeculative
Risk: Calcatreu construction delays or cost overruns
First Majestic Silver Corp. AG
-89% to buy
DSpeculative
Risk: Silver price collapses to $20-22/oz range
Duty Free International Limited 5SO
International Cement Group Ltd KUO
Hutchison Port Holdings Trust NS8U
United Overseas Insurance Limited U13
Yangzijiang Financial Holdings Ltd YF8

Style Tags

Compounder
High-ROIC business that reinvests earnings at attractive rates for decades
Monopoly
Dominant market position with regulatory or structural barriers to entry
Defensive
Stable earnings through recessions; essential products or services
Dividend
Shareholder-return focus with sustainable, growing distributions
Growth
Revenue expanding rapidly; reinvesting aggressively over returning capital
Deep Value
Trading well below intrinsic value; catalyst needed to close the gap
Cyclical
Earnings swing with commodity prices or economic cycles
Turnaround
Broken business with a credible path to recovery
Speculative
High uncertainty; thesis depends on unproven assumptions
ETF
Diversified fund exposure rather than single-company risk