Category: Investment Moats

Hyflux Voluntarily Suspended – ESR REIT Shareholders Should Take Note

This morning, it was reported that SGX Listed Hyflux, Singapore’s prominent water treatment firm, is considering to seek court protection to facilitate negotiations with creditors. Hyflux wasn’t in a good position. Hasn’t been for a long time. While it is one of the poster child for the government, investors have not taken a liking to […]

Some Amendments to my SPH Sum of the Parts Valuation

Yesterday, I wrote about my short exercise to value SPH using sum of the parts. I realize I was not vigilant enough and missed out 3 segments: The Orange Valley Healthcare The REIT Property Management The Potential Future Development #1 and #2 are tangible to compute at this point so I added into my SPH […]