Posts

Showing posts with the label PSC Corporation

Portfolio Update 15/2/2023

Image
 Hello all, KOPL here back with a second portfolio update. It's been one month since my previous portfolio review and I just wanted to provide some updates regarding my portfolio performance and thoughts regarding future purchases.  Screenshot of my Tiger Account It is no secret that Keppel Corporation has been the biggest drag on my portfolio's performance, which is quite a shame given that my conviction in it was the highest, as evident from the fact that it is my largest allocated weightage by far. At one point before the earnings release, I was actually up on it by around $60. Nevertheless, I am still confident in Keppel Corp and am looking forward to the results of tomorrow's Sembcorp Marine vote. This is a long-term hold that I am comfortable with seeing through till the very end lest there is a sudden negative development that would significantly impact the fundamentals.  As you can also see, I have added 50 lots of Fu Yu Corporation to my portfolio at an average ...

PSC Corporation: Defensive Growth Stock?

Image
Hi all, KOPL here. I wanted to share with you guys some fundamental analysis I did of a stock I find rather promising,  PSC Corporation . Indeed, the average consumer/investor has recently faced a horrifying trifecta of high inflation, interest rates, coupled with the threat of a looming economic recession. Consequently, I sought to find a well-priced stock that would benefit, or at least suffer minimal headwinds due to the above conditions. Hence, It is only natural that I would quickly find companies operating in the consumer staples industry listed on SGX. Sure, I could invest in  Sheng Siong , a popular SGX stock that operates a massive chain of supermarkets, but I found it fully valued due to a reason that could be easily surmised:                     You're telling me that Sheng Siong can blow past its COVID-19 highs during an economic recession, with spending greater than that of the mass panic buying experienced during ...