Friday, July 4, 2025

Ambitious target met: 41.8% ROI in Just Over 3 Months

This is a follow-up to my three earlier posts on Sichuan Expressway (HK.107):

https://superphang.blogspot.com/2025/06/sichuan-express-closed-at-4.html of 4 June 2025

And
https://superphang.blogspot.com/2025/06/pre-dividend-rally-in-sichuan-express.html of 3 June 2025

And

https://superphang.blogspot.com/2025/05/sichuan-expressway-surpasses-target.html of 21 May 2025

It closed at HK$5.03 on 4 July 2025, comfortably surpassing my upwardly revised target of HK$5.00. Including the HK$0.31534 per share dividend payable on 11 July 2025, the total return since my recommendation on 31 March 2025 to my followers on InvestingNote at HK$3.77 amounts to an impressive 41.79% in just over three months.

Sichuan Expressway (HK.107) daily chart

Even at this closing price, the trailing P/E of Sichuan Expressway remains an undemanding 9.37x. I plan to divest soon and shift my focus to other more undervalued opportunities for my next potential win.

 

Superphang
http://superphang.blogspot.sg

Sunday, June 29, 2025

Wee Hur's Descending Triangle suggests an Effective Breakout

Technically, if the price breaks above 47.5 cents within these few days, the descending triangle formation suggests a potential breakout to 61.5 cents — representing a 32.25% ROI from the current price of 46.5 cents.



Wee Hur daily chart at the close of 27 Jun 2025

Superphang
http://superphang.blogspot.sg


Friday, June 27, 2025

XMH validates investment thesis with 34.6% gain in a day

I wrote about XMH's solid FY2025 results in my blog post on 26 June 2025, and introduced this stock to my followers on InvestingNote:

https://superphang.blogspot.com/2025/06/potential-37-bagger-with-10-yield.html

On 27 Jun 2025, XMH opened at $0.93 and closed at $1.05, up $0.27 or 34.62% from the previous day's close. The intraday high reached $1.09. Those who read my post before the market opened could have captured a substantial quick profit.

The company’s ROE stands at 31.3%, which is impressive. At the current closing price of $1.05, the P/E remains undervalued at 4.51x.

If the day ever comes when this company is taken private, I hope it happens much later — I would much rather watch the bullet travel a longer distance so as to get a much better ROI.

Superphang
http://superphang.blogspot.sg

Thursday, June 26, 2025

Potential 3.7-Bagger with 10% Yield

The CEO of XMH, Tan Tin Yeow, made frequent open-market purchases prior to the end of February 2025, which caught my attention and prompted me to evaluate and accumulate shares of this hidden gem.

On 26 June 2025, XMH announced strong full-year results for FY2025 (financial year ended 30 April), with EPS surging 103.4% compared to FY2024. EPS for 2H2025 was 11.8 cents, essentially sustaining the solid 11.49 cents achieved in 1H2025.

Based on the closing price of 78 cents on 26 June, the stock offers an attractive dividend yield of 10.26% (8/78) and is trading at a low P/E of 3.25x. If the market re-rates the stock to a more reasonable P/E of 12x, the potential upside is significant — the share price could reach $2.88, representing a 3.69-bagger from current levels.

There may be even greater upside if the CEO initiates a privatization offer or if earnings continue to improve.


Superphang
http://superphang.blogspot.sg

Thursday, June 12, 2025

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

Friday, June 6, 2025

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

Wednesday, June 4, 2025

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