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Eight percent per annum: Value investing in Singapore stocks

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Eight percent per annum: Value investing in Singapore stocks: Eight percent per annum: Value investing in Singapore stocks

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 This post first appeared on 8percentpa.substack.com 

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5 years on

JCNC
ST Eng
SIA Eng
RFMD
Genting
Sembcorp and Keppel
Thai Bev
F&N

RFMD1 


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This post first appeared on 8percentpa.substack.com and is now the #1 most read post on our substack.

Since we started to talk about shareholder activism, the biggest hotbed has been Japan. There are now a few hundred Japanese names owned by activists today. Shareholder activism in Japan started around 200...

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Background: Warner Bros Discovery, one of our earliest portfolio names, might be bought out and merged with Paramount Skydance as reported by Wall Street Journal last week. The attached video and the bullet points below depict our journey with this stock since 2023. The situation is “live” and circumstances will be changing rapidly. We will monitor and update when new sali...

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