$UG HEALTHCARE CORPORATION LTD(8K7.SI)$At $0.50, UG is trading at a PE of about 2.65X. Not only is this price a 52 Week Low; the PE is almost rock bottom. How much lower are you waiting for?
$JAPFA LTD.(UD2.SI)$I reply here to a query:I think:1. Sunpower is an asset stripping play, at least based on what transpired over the last few months. I learned that the Ex-CEO was under investigation. Too much uncertainties and best to stay away.2. Japfa. PT Japfa Comfeed performed much better than Japfa on SGX over the last 52 weeks. Japfa went IPO in early 2014 at $0.80, 7 years later it is now below $0.70. On top of that, over the last 12 Months Japfa sold their Dairy Business (25% in PRC and 80% in SEA). Dairy is their cash cow. The proceeds went to pay off due debts and dividend out. Sad! I think the business in Indonesia,India and Myanmar should be quite badly affected by Covid. The pig business in Vietnam should suffer with diving por
$MingZhu Logistics Holdings Ltd(YGMZ)$1. I used to run business in China. When you invest in PRC the local governments provide you with land and tax incentives. Those costs are in turn subsidized by expensive residential real estate.2. Road transportation is highly subsidised as the government build and maintain (million) miles and miles of highways to enable trade and expensed CAPEX to support GDP growth.3. The depreciation of road trains or large trucksare much longer in PRC as compared to say Australia. Hence the Free-cash-flow for trucking transport companies are much better in PRC. 4. This is a good cash flow business. Easy to understand.
$MingZhu Logistics Holdings Ltd(YGMZ)$This stock went IPO in October 2020 at $4.. the moratorium is expiring in a few weeks.. the window of opportunity is closing before charging up real quick and real much.
$Oatly Group AB(OTLY)$1. Over 25% of the population in the >=60 year old bracket and that % is increasing at an accelerating rate. This group of the population underpin demand for plant-based milk.2. Demand for Plant-based milk grows MUCH MUCH faster than animal-based milk. However, the Supply of Plant-based milk is much harder to catch up. Because..3. Dairy animals multiply.. a 10K head farm would have an additional 2K new female animal EVERY year. But..4. Oat and Soy are annual crops. You need to expand the farm land first. 5. Volume for soy milk fell behind Oat milk.. Oat has better nutritional structure.Oatly is at a HUGE discount at the c