Wolf Money(Taking a break)

-


Lone Wolf Investor will be taking a 3 weeks break for a holiday. Updating of the blog will be patchy. Have a great December holiday everyone. God Bless. 🙏

 

Comments

Post a Comment

Popular posts from this blog

Wolf Money(Keppel Ltd)sold

-
Image
  I sold my small position in Keppel at the price I paid. After studying the company financial. I felt the current price is fair based on their earnings alone. There might be upside if they are quick to divest their non-core assets. They have to be fast though, the market might not always be readily available for divestments. I find the general market to be complacent amid the poor economic news, stock prices still trending higher. Btw, my feeling towards the market has nothing to do with how the market will performed. An expensive market can last longer than one can stay solvent.  Currently, LWF will be a lone stock punt on Comfortdelgro. More details at the end of month portfolio update. God Bless. I am current on a 2 weeks break. 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.  https://t.me/join...
Read more

Wolf Money(Banyan Group)detail

-
Image
  I bought an initial interest in the company. As promised, these are the pros and cons of the company. Pros 1.) The value of Banyan Group centred around the 4 square km of land in Phuket which they had acquired in the late 80s. The estimated value of that piece of land currently stands at $4b to $5b in the words of the management. The value of land has been kept at historical cost. 2.) The company has been slowly monetising the Phuket land through residential sales as a developer. This year they are going to book a revenue of $262m on the sale of their projects in Phuket, which is double of what they achieved last year. In total, $620m worth of residential projects were pre-sold. The sales will be booked progressively over the next three years. Their 86%-owned subsidiary, Laguna and Resort PCL reported a close to 250% jump in profit for Q1 25. Laguna and Resort PCL is the largest contributor of profit to Banyan Group. Laguna good result in the first quarter gives Banyan Group a go...
Read more

Wolf Money(Comfortdelgro Corporation)

-
Image
  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 fired off my first purchase of the tariff-induced crash. I was searching high and low for a bargain, unfortunately, even with the substantial drop in prices for some stocks. I still find their valuation still uncomfortably high given the recessionary outlook. Most companies will be affected by the negative outlook one way or another.  I have decided to make a conservative purchase of Comfortdelgro(CDG). Below are the pros and cons  1.) Big drop in oil price will be helpful to mitigate CDG fuel cost. Even though most of the contracts do come with fuel indexing(principles paid). Some legacy tender like the NEL still requires CDG to foot the bill for the electricity.  2.) Progress in winning bus and rail contracts overseas. The company has been making headway in EU,UK and Australia, winning contract a...
Read more