Introduction Olam Group is a holding company in the final stages of a multi-year break-up. Today it owns three things: 100% of ofi (Olam Food Ingredients), a global ingredients business processing cocoa, coffee, dairy, nuts and spices for food and beverage manufacturers; a residual 64.57% stake in Olam Agri, a grains, oilseeds, cotton, rubber and animal feed trading-and-processing operation currently being sold to Saudi Arabia’s SALIC for an implied 100% equity valuation of U

The last entry that initiated a discussion of the company, China Aviation Oil (“CAO”), was posted on 27 th  Feb 2024. It was trading at $0.94 per share. Since then, the company has paid out $0.0505 in dividends in 2024 and $0.0372 in dividends in 2025. As of the last trading price of $1.55 on 6th Nov 2025, that brings returns to 74.7%. In the current SGX bull market, it doesn’t really stand out amongst various companies hitting all-time highs, and touting bagger levels of pr

How’s your year been in 2025? It was a year ago that I had posted the article “Now is the best time to be invested in the Singapore...

I pen this post in a different direction from previous posts that focuses research into individual companies. This is, rather, a...