Investors may know that QAF Limited (SGX: Q01) is the maker of Gardenia bread – a household brand familiar with many Singaporean households. But some may not realise that QAF is also one of Australia’s largest producers of pork. QAF’s primary production business in Australia accounts for approximately 17% of the country’s pork production. In […]
Category: Fifth Person
Companies small or big must make capital allocation decisions on a frequent basis to maximize returns for shareholders. But only a few companies in the world have excellent capital allocators at their helms, most companies are run by excellent operators who alone are enough to generate meaningful profits, which shareholders would find forgiving enough. Before […]
The post Warren Buffett’s $1 test and how to tell if a company is allocating its capital wisely appeared first on The Fifth Person.
Hai-O Enterprise Berhad (Bursa: 7668) is a household name offering a wide range of premier traditional Chinese medicine, medicated tonics, and wellness, beauty and healthcare products to the customers. Their wide range of products consists of in-house brands and well-known international ones. Established in 1975, Hai-O built a vertically-integrated supply chain from sourcing and manufacturing […]
It’s the single most important metric people look for and demand, yet often subconsciously overlooked. We oftentimes make decisions not caring about what our potential return might be – we carelessly take what we see at face value and invest our money in it. Worse, we might not even try to calculate our potential return […]
The post Looking for returns: Why investors often find themselves holding time bombs appeared first on The Fifth Person.
Fraser & Neave, Limited (F&N) (SGX: F99) is among the oldest companies in Southeast Asia. Its roots can be traced back to 1883. In that year, John Fraser and David Chalmers Neave formed the Singapore and Straits Aerated Water Company to venture into the aerated water business. It was also to diversify from their printing […]
The post 8 things to know about F&N Holdings Berhad before you invest appeared first on The Fifth Person.
Just a few years ago, if you have asked around Malaysia who are some of the largest property developers in the country, you would have never heard of Eco World Development Group Berhad (Bursa: 8206). Yet, since its reverse takeover of Focal Aims Holdings Berhad on Bursa Malaysia back in 2013, Eco World Development has […]
The post 7 things to know about Eco World Development Group appeared first on The Fifth Person.
It was just a dinner. Or was it? The year was 2001. Two friends, Lim Jit Poh and Kua Hong Pak, met up for some sushi and sake at Unkai, a Japanese restaurant at the now-defunct ANA hotel in Nassim Hill. The meeting was kept a secret as it was more than casual. Little did […]
The post 11 things you need to know about ComfortDelGro before you invest appeared first on The Fifth Person.
Fima Corporation Berhad (Bursa: 3107) is an investment holding company with three divisions: plantation, manufacturing, and property management. The plantation division is engaged in the development, cultivation and management of oil palm estates as well as the processing of oil palm products. The manufacturing division is involved in the production of security and confidential documents […]
The post 7 things we learned from the 2017 Fima Corporation AGM appeared first on The Fifth Person.
If you study the Investment Quadrant, you realise that selecting a good company is only part of the equation. The final step is to buy a stock only when it’s trading at a low valuation. Remember, a good company can still be a bad investment if you overpay for it. So knowing when to buy […]
The post When to buy a stock: The 3 best times to buy stocks at a discount appeared first on The Fifth Person.
AEON has been my family’s favourite retail chain for the last couple of years as an all-in-one stop where we can purchase almost anything under one roof, even furniture! (Under its trademark Index Living Mall.) AEON runs departmental stores and supermarkets within it its own premises or as an anchor tenant in other malls (like […]