Sheng Siong (SSG SP): Steady At Execution, Good Long-Term Play
Sheng Siong Group is one of the three largest retailers of groceries in Singapore. With a long-term ROCE >25%, 13% of the mkt cap in cash, and a 4%...
607 Views
Kimly (KMLY SP): Ramp up in Public Housing Supply, an Opportunity to Expand
Upcoming 1H FY2023 results can reverse the stock's downslide if the company reports a margin recovery. Current undemanding valuations, despite...
328 Views
Sheng Siong (SSG SP) FY23: Resilient Earnings Despite Margin Pressure, FY24 Flattish
We summarize the FY23 results of Sheng Siong. Trading at 17x PE with an ROCE>20% for 16 years and 15% of the mkt cap in cash with a 70% payout...
365 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
320 Views
SIA Leads Buyback Consideration, Multi-Chem CEO Trims 69% Stake
Institutions were net buyers of Singapore stocks over the four trading sessions spanning Thursday August 8 through to Wednesday, August 14 close,...
206 Views