A year ago we have already commented on the battered Noble Group Ltd (N21.SI) in our blog post: Noble Group – Commodities aren’t Sexy at the Moment. Noble Group, which is named after the famous Hong Kong novel by James Clavell, was once a shining star and Asia’s biggest commodities house by revenue. Continue reading “Noble Group – 5 Signs for a Turnaround”
Times Property Holdings – A Risky Play in the South China Property Market
Times Property Holdings Limited (01233.HK) is one of the top 50 real-estate developers in China and among the list of Fortune China 500 companies. Times Property Holdings is engaged in property development, leasing, and management in key cities of China’s Pearl River Delta. Continue reading “Times Property Holdings – A Risky Play in the South China Property Market”
Lee & Man Paper Manufacturing – Profits from Online Shopping Boom in Asia
Lee & Man Paper Manufacturing Limited (2314.HK) is a world leading manufacturer of paper and pulp. The company produces liner boards of various grades, corrugating medium of different specifications for a wide range of industrial packaging purposes, and since recently tissue paper. Lee & Man has five plants in China, where over 95% of the company’s revenue is derived from, and one plant near completion in Vietnam. Continue reading “Lee & Man Paper Manufacturing – Profits from Online Shopping Boom in Asia”
Indal Aluminium Industry – Profits from Indonesia’s Construction Boom
PT Indal Aluminium Industry Tbk (INAI.JK) is one of the largest and most integrated aluminum manufacturer in South East Asia. The Surabaya /Indonesia-based company was founded in 1971 and listed on Jakarta’s Stock Exchange since 1994. Indal is part of the Maspion Group, one of the world largest consumer durable good producer. Continue reading “Indal Aluminium Industry – Profits from Indonesia’s Construction Boom”
Ascendas India Trust – Growth with Premium Office Space in India
Ascendas India Trust (CY6U.SI) is a property trust which owns IT parks and offices in India. The portfolio includes currently six properties spread across Bangalore, Chennai and Hyderabad with a total of 9.7m square feet and a value of 1.1b SGD. The Singapore based trust was founded in 2007 and is listed on SGX as the first Indian property trust in Asia. Shares can furthermore be traded in Germany and in the US. The trust is managed by Ascendas Property Fund Trustee Pte Ltd, a subsidiary of the Ascendas-Singbridge Group. Continue reading “Ascendas India Trust – Growth with Premium Office Space in India”
CEI Limited – Steady Growth with Manufacturing Services
CEI Limited (AVV.SI) is a Singapore based contract manufacturer with production sites in Singapore, Indonesia, Vietnam and China. The group provides manufacturing services of printed circuit board (PCBA), box build and equipment. CEI also designs and manufactures its own brand of proprietary equipment for the semiconductor industry. The group was founded in 1980 and is listed on the main board of the Singapore Exchange since March 2000. Continue reading “CEI Limited – Steady Growth with Manufacturing Services”
