I previously wrote about how China Aviation Oil (CAO) offers value and growth at a price of SGD1.45 per share. A recent history of SATS is a useful analogy for understanding CAO’s potential to become a successful and independent aviation fuel supplier. SATS is a gateway services and food solutions provider that mainly serves the … Continue reading China Aviation Oil (Part 2)
Category: Deep value
China Aviation Oil: Flying high
China Aviation Oil is one of the few SGX-listed companies which offers both growth and value. China is the fastest aviation growth market in the world with Boeing predicting Chinese outbound passenger traffic to grow 3x from 2017-37. But how can one invest in this trend? Buying airline shares can be risky because of fierce … Continue reading China Aviation Oil: Flying high
Kingsmen: Cash is king
Kingsmen is one of the most underrated dividend plays on the SGX with its current share price implying a “heads I win, tails I don’t lose much" scenario. Kingsmen is a design and production specialist with a track record in paying healthy dividends since its 2003 IPO on the Singapore stock exchange. Kingsmen is a … Continue reading Kingsmen: Cash is king
Evergreen Investing 