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China Aviation Oil – The Buzzsaw that accompanies the Takeoff
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
Squirrel
Nov 75 min read


Far East Orchard - A Rising Tide
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...
Squirrel
Sep 257 min read


Now is the best time to be invested in the Singapore equity market
I pen this post in a different direction from previous posts that focuses research into individual companies. This is, rather, a...
Squirrel
Sep 26, 20246 min read


China Aviation Oil – Refuelling for take off
Isn’t it just a few days since I wrote a piece on Hock Lian Seng? I must be on fire! Excited about sharing what I have learnt about these...
Squirrel
Feb 27, 20246 min read


Hock Lian Seng – Undervalued or Value Trap?
Before I proceed with the analysis of the aforementioned company, I would like to further expand on my thoughts that I had briefly...
Squirrel
Feb 23, 20246 min read


A Book Review, A Structural Shift and A Change in Pace
It has been way too long since the last post was made on this website. That’s because I had moved on to a new phase in life and...
Squirrel
Feb 19, 20244 min read


Snack Empire – Crunch Time
Introduction In 2003, Shihlin Taiwan Street Snacks opened its first pop up store peddling the beloved Taiwan XXL Crispy Chicken. The...
Squirrel
Apr 11, 20235 min read


YangZiJiang Financial Holdings – Game On!
Given the hiatus in this blog for a rather long period of time, there is a lot to go through with the latest results release. There are...
Squirrel
Mar 28, 20234 min read


YangZiJiang Financial Holdings – What would you do?
Since the spin off completed, the performance of the share price for YangZiJiang Shipbuilding (YZJ SB) and YangZiJiang Financial Holdings...
Squirrel
May 24, 20225 min read


The Squirrel’s Drey Turns One – An Anniversary Review
The notification came to pay up for another year’s subscription with the expiry of the one-year subscription to the web host, which was a...
Squirrel
Apr 1, 20223 min read


Samudera - Sailing into the Sunset
This is going to be a very simple post as it details what I have done recently for Samudera. I like to keep this as a record to be able...
Squirrel
Mar 11, 20222 min read


YangZiJiang Shipbuilding – Realising its full potential
Introduction YangZiJiang is a shipbuilding enterprise that produces a broad range of commercial vessels such as containerships, bulk...
Squirrel
Dec 9, 20216 min read


Lake Resources – Beneficiary of Disruptive Technology
It was a question in an investment forum that prompted me to put up this post. I tend not to cover companies that do not generate revenue...
Squirrel
Oct 24, 20216 min read


Samudera – Sneak Peak at July Performance
Alas, after a blockbuster 1H performance, isn’t everyone just pumped to wait for the next upcoming financial announcement? What would be...
Squirrel
Aug 26, 20212 min read


Samudera Shipping Line 1H 2021 Results
The 1H 2021 results for Samudera Shipping Line came in this week. Luckily the results supported the analysis made on the parent company...
Squirrel
Aug 5, 20214 min read


ISDN - Review before 2021 1H results
ISDN’s 1H result will be out in a matter of weeks. The financial statement will be out somewhere in the first week of August, while there...
Squirrel
Jul 16, 20214 min read


Samudera - Q1 2021 update
Ever since the SGX adopted a risk-based approach to quarterly reporting, most companies are only required to make semi annual reporting...
Squirrel
May 6, 20213 min read


Samudera - This time is different... or is it?
Introduction Samudera Shipping Line is primarily engaged in container shipping transportation of cargo in the Asia region, connecting...
Squirrel
Apr 9, 20217 min read


ISDN Holdings - The future is here
ISDN Introduction ISDN is an integrated engineering solution provider principally focusing on motion control, industrial computing and...
Squirrel
Mar 21, 20217 min read
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