CHINA XLX FERTILISER Update: Strong Momentum and Growing Confidence

On 31 October 2024, I wrote a blog post about CHINA XLX FERTILISER (HK.1866), calling it a potential multibagger when it was priced at $4.15:

https://superphang.blogspot.com/2024/10/china-xlx-fertiliser-hk1866.html

I also published a post on InvestingNote on 1 November 2024, recommending this gem to my followers.

As of 12 June 2025, after about seven and a half months, the stock closed at $5.75 — a gain of 38.55%. I believe the upward momentum will continue, especially considering the recent significant purchases made by the company and its chairman, alongside a low P/E ratio of just 5.26x.

The tailwind is here, and I have fastened my seatbelt to enjoy the ride with my followers.

Superphang
http://superphang.blogspot.sg

From Yield to Breakout: UOBKH’s Rally in Motion

I have been holding onto UOB Kay Hian (U10) for a while now, attracted by its steady and respectable dividend yield, low price-to-earnings ratio, and the recent growth in earnings since FY2023. Additionally, MAS’s initiatives to boost trading activity in Singapore’s stock market could further support its growth.

On 5 June, I shared a post on InvestingNote when UOBKH closed at $1.88 — up 4.44% — breaking through a key resistance level. Based on my technical analysis, I projected it could rise to $2.05.

Daily chart of UOBKH on 5 June 2025

The very next day, on 6 June, the stock surged another 5.32% to reach an intraday high — and closing price — of $1.98, moving steadily closer to my target.

The angbao came early this year with my successful and sizable investments in UOBKH, Sichuan Express (HK.107), JBM Healthcare (HK.2161) and Japfa. 

Superphang
http://superphang.blogspot.sg

Sichuan Express on Track: 38.6% Gain Within About 2 Months

Sichuan Express closed at $4.91 on its ex-dividend date, 4 June. Based on the theoretical ex-dividend price of $4.74466 (with a dividend of HK$0.31534 per share), the stock rose by 3.48% on the day — fierce!

Since my recommendation on 31 March, just two months and four days ago, the stock has surged 38.6%. It looks poised to hit my $5.00 target very soon.

Superphang
http://superphang.blogspot.sg

Pre-Dividend Rally in Sichuan Express (107)

Sichuan Express (107) closed at $5.06 today, 3 June, up 3.27%. The on-paper ROI within about two months of my recommendation stands at 34.2%, which is quite remarkable and satisfying.

Tomorrow is the ex-dividend date, with a dividend of HK$0.31534 per share. Therefore, the theoretical price for tomorrow should be $5.06 - $0.31534 = $4.74466.

My revised target price for this stock before the ex-dividend date was $5.30, and the post-ex-dividend price should be around $5.00. I am patiently waiting for the price to reach that level.


Superphang
http://superphang.blogspot.sg

Sichuan Expressway Surpasses Target Amid Strong Growth

I recommended Sichuan Expressway to my followers on InvestingNote on 31 March 2025, with a target price of HK$4.44, when the stock was trading at HK$3.77.

The company had just released its FY2024 results, which were strong, along with a solid dividend declaration. The dividend was RMB 0.29 (equivalent to HK$0.31428) per share, with an ex-dividend date of 4 June. At the price of HK$3.77, its P/E was 7.37x and the dividend yield stood at 8.25%.

I noted in my post that the target price of HK$4.44 would have yielded 7% dividend, a level that had been attractive to Sichuan Expressway’s investors from past data. I also mentioned that if the company began to show signs of evolving into a growth stock, the share price could climb significantly higher.

On 30 April, Sichuan Expressway announced its 2025 Q1 results, reporting a 17% year-on-year increase in attributable profit. EPS rose 11%, from RMB 0.1280 to RMB 0.1425. The strong growth appears sustainable, which supports a more optimistic outlook. As a result, I have revised my target price upward by 20%, to HK$5.30.

As of 21 May, the stock closed at HK$4.58, marking a 21.5% gain and surpassing my original target of HK$4.44 set on 31 March. I am looking forward to it reaching my updated target of HK$5.30!


Superphang
http://superphang.blogspot.sg

JBM Healthcare --- Buying the Dip in Volatile Markets

I have held some JBM Healthcare (2161) shares  for quite some time now. I initially bought them due to the company's consistent earnings growth over the past few years, attractive price-to-earnings ratio, and high dividend yield.

The recent market selloff triggered by Trump’s reciprocal tariffs gave me an opportunity to buy the dip. I have always believed in picking up quality businesses at attractive prices, which led me to place an order for an additional quantity of JBM Healthcare shares at about 15% below the previous day’s close on 7 April 2025. I managed to pick up a partial quantity at $1.47 which turned out to be the intraday low.

What I did not expect was the stock to rally for four consecutive days, eventually closing at $1.95 on 11 April 2025.

I actually welcome market volatility—it gives me the chance to accumulate more high-quality businesses at compelling valuations.

Superphang
http://superphang.blogspot.sg

Privatisation of Japfa at 62 cts

I identified Japfa as a promising investment on 29 Oct 2024, with a target price of 88 cents within a year.

https://superphang.blogspot.com/2024/10/japfa-gem-is-in-making.html

On 16 Jan 2025, Japfa announced a potential share transaction. After the market closed on 24 Jan 2025, Japfa disclosed that the Santosa family, which controls this agri-food company, made an offer of 62 cents per share.

While this offer is below my initial target price, it represents a premium over Japfa's share prices from the past four years. Although my original 88-cent target will not be met, the investment still yielded an impressive 57% return in just under three months—a big angbao just before the CNY for myself and my followers who participated in this venture.

Superphang
http://superphang.blogspot.sg