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Just found your Substack and really enjoying the write-ups. Definitely assisting in that initial searching phase!
Would be interested in your take on Nam Cheong (SGX: 1MZ) some interesting potential there that Ive had brought to my attention.
Can't offer much on Nam Cheong. Balance sheet is horrible - negative net worth. But revenue and earnings are coming back. Trades <1x P/E? Perhaps something worth investigating, though not sure I will get around to it anytime soon. Good luck with it!
Just found your Substack and really enjoying the write-ups. Definitely assisting in that initial searching phase!
Would be interested in your take on Nam Cheong (SGX: 1MZ) some interesting potential there that Ive had brought to my attention.
Can't offer much on Nam Cheong. Balance sheet is horrible - negative net worth. But revenue and earnings are coming back. Trades <1x P/E? Perhaps something worth investigating, though not sure I will get around to it anytime soon. Good luck with it!