Monday, September 15, 2025

Market Winners: My Top SGX and HKEx Stock Picks Since Late 2024

The SGX and HKEx stocks I have recommended to my followers here and on InvestingNote since late 2024 have delivered stellar results, and I hope to achieve similar performance going forward. The following table summarises the stocks, my post dates, and their respective ROI(%):



I can only conclude that these results require hard work, knowledge, discipline, and contrarian thinking with a global perspective.

My overall portfolio ROI has been approximately 45% so far this year. I know it will not be easy to maintain these exceptional results, but I will be satisfied with anything close to this performance going forward.

Friday, September 5, 2025

Turnaround play: Nam Cheong combines 32% net margins with 90 ct technical target

Nam Cheong closed on 5 Sep 2025 at 75.5 cents. 

Based on my technical analysis, it is positioned to rise to 90 cents. This turnaround company boasts a strong net profit margin of 32.30% and demonstrated growth potential.


Nam Cheong daily chart at the close of 5 Sep 2025


Superphang
https://superphang.blogspot.com

Wednesday, September 3, 2025

🎯 Target Hit! Beng Kuang Warrant Delivers 60% ROI in 2+ Months

Refer to my earlier post on Beng Kuang Warrant of 30 July 2025: https://superphang.blogspot.com/2025/07/valuation-insight-beng-kwang-warrant.html

Yes, the intraday high reached 12.6 cents today, 3 Sep, surpassing my target of 12 cents and achieving a 60% ROI within just over two months. What an achievement! 

A big huat to my friends and followers who joined me on this exciting and prosperous journey!

The underlying share closed today at 34.5 cents and the warrant at 11.9 cents. I am still holding the position as the underlying stock continues to show strength for further upside. Most importantly, the warrant remains relatively undervalued due to its negative premium ((11.9 + 22 - 34.5) / 34.5 = -1.74%), high gearing ratio (34.5 / 11.9 = 2.9x), and sufficiently long time to expiration (more than 2 years remaining).

This market anomaly won't persist for long.

Superphang
https://superphang.blogspot.com