China Sunsine Chemical Holdings Ltd (CH8.SI) has been one of our favorites since early 2017. Since our first recommendation, the world’s largest producer of rubber chemicals gained more than 90 percent and remains still a bargain. Continue reading “China Sunsine Chemical – Still a Bargain”
PCI Limited (P19.SI) is a leading provider of electronics manufacturing services (EMS) to the high tech industry. The company started over 40 years ago as a printed circuit board manufacturer in Silicon Valley. Today, PCI serves blue-chip customers such as Motorola, Xerox, Tecom, Roche, Qualcomm, Lucent Technologies, Philips, and Bosch.
Continue reading “PCI – Against The Downtrend”
Delong Holdings Ltd (BQO.SI) is a Singapore-listed Chinese manufacturer of billets and hot-rolled steel coils. The company operates currently two steel mills with a production capacity of 3.5m tonnes a year. Its highly customized steel coils are widely used in infrastructure, pipe and machinery fabrication, and in the automotive industries. Almost all of its operations are carried out in China. Continue reading “Delong Holdings – Another Steelmaker at Bargain Prices”
Venture Corp Ltd (V03.SI) is a leading global provider of manufacturing, engineering, design and fulfillment services to the electronics industry. The company which once started with simple assembly works has today a portfolio of more than 5,000 products ranging from medical devices to communications equipment. Continue reading “Venture Corp – Another EMS in Troubled Waters”
Valuetronics Holdings Ltd (BN2.SI) is a premier electronic manufacturing service provider for some of the world’s leading brands in consumer electronics and industrial and commercial electronics. Valuetronics designs and manufactures products such as printers, temperature sensing devices, communication and GPS products, data and media connectivity modules for cars, medical diagnostic equipment, as well as consumer lifestyle and smart lighting products with IoT features. Continue reading “Valuetronics – Will the Multibagger Return to Previous Highs?”
Jackspeed Corporation Ltd (J17.SI) is one of the leading manufacturers in the niche market for leather seats and car accessories customization. The company produces custom-fitted leather trim for automotive and aviation seats as well as other interior parts. Continue reading “Jackspeed – Breakthrough in Europe”