Singapore Market Portfolio

SINGAPORE (Dec 11): The recent results season has seen mostly positive numbers from the 16 companies in our portfolio that reported results in the quarter ending Sept 30. Nine reported earnings growth in the recent quarter, while five saw their earnings

SINGAPORE (Dec 4): Logistics player Cogent Holdings reported a 4% y-o-y rise in revenue to $35.3 million for 3QFY2017 ended September, but earnings fell 6% to $7.4 million. The group saw better volumes in the container depot management and transport manag

(Nov 20): This past week of the earnings season has brought positive news for some of the property and tech companies in our Singapore Market Portfolio. One of our holdings in the mining space continues to face headwinds, but is building new capabilities.

(Nov 13): It has been an interesting week of results for our Singapore Market Portfolio, with two of our larger-cap holdings hitting new highs after reporting their 3QFY2017 numbers. Meanwhile, another one of our holdings benefited from an offer.

(Oct 30): The market is warming up to luxury watch retailer The Hour Glass, which we added to our Singapore Market Portfolio on Oct 10. During the week to Oct 24, the stock rallied 6.2%, on reports that Swiss watch exports to Singapore saw a 90% y-o-y sur

(Oct 23): As another reporting season approaches, market sentiment towards some of our holdings is riding high. Strong earnings reports for 3QFY2017 could quickly push some of these stocks higher, but any disappointment could lead to an ugly sell-off.

(Oct 16): The improvement in the luxury watch industry this year appears set to continue. From January to August, the total export value of Swiss watches rose 1.2% y-o-y to CHF12.6 billion ($17.6 billion), according to the Federation of the Swiss Watch In

(Oct 9): Home prices rose 0.5% in the third quarter of this year, the first rebound in four years, according to flash data released by URA on Oct 2.

(Sept 25): Oscar Wilde once wrote that imitation is the sincerest form of flattery that mediocrity can pay to greatness. The theft of intellectual property, however, is the sort of flattery that can kill a potentially great company.

(Sept 18): This past week, one of our Portfolio companies had attracted some attention over a new business venture. On Sept 7, logistics services company Cogent Holdings announced that it has been awarded a three-year lease tender by the Singapore Land Au