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Wolf Money(Banyan Group)

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  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought a position in the hospitality company after more than a year of exiting my position. The current price is cheaper than my previous entry price. The business prospects seem to be intact. The stock is trading at more than a 60% discount to asset value. At only 7x p/e with a global footprint and a strong brand name. The price seemed right for me to revisit the company. At the current price, the company is trading at PEG of only 0.5x. First half 2026 results show a 50% improvement in profit. More details at the end of the month update. God Bless. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  Telegram Channel https://t.me/joincha...
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Wolf Money(Far East Orchard Ltd)sold

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  (Link to the 3Q business update  https://links.sgx.com/FileOpen/FarEastOrchard-Business_Performance_Update.ashx?App=Announcement&FileID=910505 ) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I sold my trial position in Far East Orchard (FEOR) due to a rather downbeat q3 business update. They are likely to experience a fall in profit due to non existent of an extraordinary gains made last year. The amortisation of HFS acquisition, higher taxes, a fall in occupancy rates in some of their PBSA and refurbishment of hotels in Australia weigh on the results. They expect the situation to continue till the end of the year. I will relooked at the company after their final year results. There is a 2% draw down due to the general market correction. God bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on t...
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Wolf Money(S&P 500 index ETF Xtrackers UCITS SGD ticker quote XUS)

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  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I posted last week about S&P 500 going through a positive return on a one-year rolling period after the mid-term election. I am buying an index ETF to put the theory to the test. I have considered all the index ETFs available that track the index. The SGX listed S&P ETF under ticker XUS is the most tax efficient given it is domiciled in Ireland. The ETF is traded in SGD. It makes light work without the conversion headache, but the ETF is not USD hedged. It is still subject to currency fluctuations. The ETF can be hot housed in CDP account. The ETF comes with a 15% withholding tax compared to other similar ETF which are taxed at 30%. What it means, dividend will be reinvested at a higher rates thus increasing the nav of the index at a rate faster than normal index etf domiciled in the US.  A refresher o...
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Wolf Money(Far East Orchard Ltd)

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  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought a trial position at Far East Orchard Ltd. The main reason is the share price discount to asset value. The NAV stands at $2.88, which is close to a 67% discount to today’s last done price. The hotel business and student accommodation business are all decent. The undervaluation didn’t happen overnight. It has been ongoing for many years. A company can stay undervalued for a long period if no effort is put forward to extract the value in the company. The PBSA business will be the one with the highest potential. In the words of the management, they are the third largest PBSA operator in the UK.  The company is trading at a yield of slightly above 4% or 4c dividend a year and, again, nothing to shout about. I am willing to give it a shot as the shares is trading at close to a 6 years low. Year 2020 was the...
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Wolf Money(Portfolio update end Oct 2026)

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  (Image credit: Bloomberg; Singapore Stock Exchange)  The Big (index) Bang   Theory   What I am saying is purely for discussion only. There is no basis to my theory. It is purely my conspiracy. The market indexes have been supported near their highs given the numerous problems in the economy. High oil prices, fast rising bond yields and inflation just some problems for the economy. What if there is a “higher power” controlling the market? I am not talking about the big hedge funds doing their “little fairy dusting”. The “last stage boss”, no one had ever seen before”, pulling the strings behind the scenes, the real Godfather that is powerful enough to honour the statement “I am the house, bet against me if you can.” I have been exploring what caused a market crash. The psychology of seeing the index drop substantially is an important fear factor. Hypothetically, if the US index crashed 20% overnight. The rest of the markets will be in full panic mode. The index is t...
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Wolf Money(Kimly Ltd)

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  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought back Kimly after the correction in the company’s share price. The stock is trading at a similar level which I paid for last year. The stock is trading with a 5.5% or 2c dividend a year. This comes on the heels of my recent HRnetGroup purchase, another high-yield stock. The stock is in a net cash position of $68m excluding lease liability.  I am rebuilding my portfolio with some safer stocks that are AI proof, a strong balance sheet and a good dividend yield etc. The growth for Kimly will likely come from government policy. I am expecting more CDC vouchers to be given by the government to help mitigate cost of living pressure and the potential economic leakages to Malaysia when the RTS opens. Kimly is one of the beneficiaries of such a policy as most of their coffees shops accept CDC vouchers. They are...
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