<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[The Squirrel's Drey]]></title><description><![CDATA[The Squirrel's Drey]]></description><link>https://www.thesquirrelsdrey.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Tue, 06 Oct 2026 23:10:57 GMT</lastBuildDate><atom:link href="https://www.thesquirrelsdrey.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Special Dividend Anyone?]]></title><description><![CDATA[Since the last entry, there has been a series of updates to the Olam story that are unfolding as we speak. Let’s unpack each of them and determine their impact to where we are at in the monetisation process. 6 Apr 2026 – Announcement for sale of Mindsprint . The company has announced a sale of Mindsprint to India’s IT giant Wipro, at a valuation of US$375 million. At the same time, the company has signed an agreement to dedicate 55% - 60% of their annual IT spending to a contract with Wipro...]]></description><link>https://www.thesquirrelsdrey.com/post/special-dividend-anyone</link><guid isPermaLink="false">69e069fdc0d279b375a84edd</guid><pubDate>Thu, 16 Apr 2026 04:54:05 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_71dc97160bd643c5aa7d6289ea5b2996~mv2.png/v1/fit/w_699,h_194,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Olam Group - Ripe for Harvest]]></title><description><![CDATA[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 US$4.0 billion;...]]></description><link>https://www.thesquirrelsdrey.com/post/olam-group-ripe-for-harvest</link><guid isPermaLink="false">69c9e1508bb7e54baa6b1ec5</guid><pubDate>Mon, 30 Mar 2026 06:54:25 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_c69b1b8a9f77489a92920b365e7e40ec~mv2.png/v1/fit/w_1000,h_683,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[China Aviation Oil – The Buzzsaw that accompanies the Takeoff]]></title><description><![CDATA[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 price appreciation....]]></description><link>https://www.thesquirrelsdrey.com/post/china-aviation-oil-the-buzzsaw-that-accompanies-the-takeoff</link><guid isPermaLink="false">690df71ce124b7786119acc6</guid><pubDate>Fri, 07 Nov 2025 14:00:17 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_1881b174eab547cb96258be3c5037bf8~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Far East Orchard - A Rising Tide]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/far-east-orchard-a-rising-tide</link><guid isPermaLink="false">68d537a7964c34d74a1d32fd</guid><pubDate>Thu, 25 Sep 2025 13:05:07 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_6a9ccfc8b47d409d9abb425913ce4151~mv2.png/v1/fit/w_937,h_572,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Now is the best time to be invested in the Singapore equity market]]></title><description><![CDATA[I pen this post in a different direction from previous posts that focuses research into individual companies. This is, rather, a...]]></description><link>https://www.thesquirrelsdrey.com/post/now-is-the-best-time-to-be-invested-in-the-singapore-equity-market</link><guid isPermaLink="false">66f4dd57d28ac552a49f4e7f</guid><pubDate>Thu, 26 Sep 2024 04:13:24 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_29c09305ac6544d9989bb957d5cafd66~mv2.png/v1/fit/w_1000,h_523,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[China Aviation Oil – Refuelling for take off]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/china-aviation-oil-refuelling-for-take-off</link><guid isPermaLink="false">65dde9a811581632d284f403</guid><pubDate>Tue, 27 Feb 2024 14:20:18 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_adce1976e6964cc187007b15cfafee74~mv2.png/v1/fit/w_779,h_301,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Hock Lian Seng – Undervalued or Value Trap?]]></title><description><![CDATA[Before I proceed with the analysis of the aforementioned company, I would like to further expand on my thoughts that I had briefly...]]></description><link>https://www.thesquirrelsdrey.com/post/hock-lian-seng-undervalued-or-value-trap</link><guid isPermaLink="false">65d80baf7a380f6aa6db93f3</guid><pubDate>Fri, 23 Feb 2024 03:30:30 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_5e31e4d37f0847ac96f039267265d795~mv2.png/v1/fit/w_442,h_188,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[A Book Review, A Structural Shift and A Change in Pace]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/a-book-review-a-structural-shift-and-a-change-in-pace</link><guid isPermaLink="false">65d2d6c3c8b35e775094553d</guid><pubDate>Mon, 19 Feb 2024 04:29:05 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_3a6de2e3b0224ccfa6431efa1c61aead~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Snack Empire – Crunch Time]]></title><description><![CDATA[Introduction In 2003, Shihlin Taiwan Street Snacks opened its first pop up store peddling the beloved Taiwan XXL Crispy Chicken. The...]]></description><link>https://www.thesquirrelsdrey.com/post/snack-empire-crunch-time</link><guid isPermaLink="false">6434fec2969affc8a413b955</guid><pubDate>Tue, 11 Apr 2023 11:23:04 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_ee6cdbc31008436fab9c2eda931734ba~mv2.png/v1/fit/w_600,h_329,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[YangZiJiang Financial Holdings – Game On!]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/yangzijiang-financial-holdings-game-on</link><guid isPermaLink="false">64226b44eb882db6cbd71740</guid><pubDate>Tue, 28 Mar 2023 04:40:41 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_35c76b33a9a147c9829c9c6fba8d4671~mv2.png/v1/fit/w_556,h_412,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[YangZiJiang Financial Holdings – What would you do?]]></title><description><![CDATA[Since the spin off completed, the performance of the share price for YangZiJiang Shipbuilding (YZJ SB) and YangZiJiang Financial Holdings...]]></description><link>https://www.thesquirrelsdrey.com/post/yangzijiang-financial-holdings-what-would-you-do</link><guid isPermaLink="false">628bd752b804e911f69f0109</guid><pubDate>Mon, 23 May 2022 19:31:25 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_2517590bb2b64010870e9583cb5be918~mv2.png/v1/fit/w_513,h_343,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[The Squirrel’s Drey Turns One – An Anniversary Review]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/the-squirrel-s-drey-turns-one-an-anniversary-review</link><guid isPermaLink="false">6245dc91f9c6e95ea4899ec2</guid><pubDate>Thu, 31 Mar 2022 17:04:46 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_34e61e87658a42868d3df5c82726c791~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Samudera - Sailing into the Sunset]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/samudera-sailing-into-the-sunset</link><guid isPermaLink="false">622addfb4617f7763e30a267</guid><pubDate>Fri, 11 Mar 2022 05:49:35 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_b74aec28e9454a8097ea8ff00c875ca1~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[YangZiJiang Shipbuilding – Realising its full potential]]></title><description><![CDATA[Introduction YangZiJiang is a shipbuilding enterprise that produces a broad range of commercial vessels such as containerships, bulk...]]></description><link>https://www.thesquirrelsdrey.com/post/yangzijiang-shipbuilding-realising-its-full-potential</link><guid isPermaLink="false">61b1a7199fe05d00160129b5</guid><pubDate>Thu, 09 Dec 2021 07:52:13 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_5dfb450f8a5b4b7391c32e55c7e67e3d~mv2.png/v1/fit/w_902,h_490,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Lake Resources – Beneficiary of Disruptive Technology]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/lake-resources-beneficiary-of-disruptive-technology</link><guid isPermaLink="false">61751a501953b100169c3a1c</guid><pubDate>Sun, 24 Oct 2021 09:21:20 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_80103772dfbc4cae9aa58dff6291bde7~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Samudera – Sneak Peak at July Performance]]></title><description><![CDATA[Alas, after a blockbuster 1H performance, isn’t everyone just pumped to wait for the next upcoming financial announcement? What would be...]]></description><link>https://www.thesquirrelsdrey.com/post/samudera-sneak-peak-at-july-performance</link><guid isPermaLink="false">612720e3f9d7940016347956</guid><pubDate>Thu, 26 Aug 2021 05:20:16 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_6f9a4731d60c49f5b23957457d7afc0c~mv2.png/v1/fit/w_974,h_435,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Samudera Shipping Line 1H 2021 Results]]></title><description><![CDATA[The 1H 2021 results for Samudera Shipping Line came in this week. Luckily the results supported the analysis made on the parent company...]]></description><link>https://www.thesquirrelsdrey.com/post/samudera-shipping-line-1h-2021-results</link><guid isPermaLink="false">610bd32afd168d00152b43dd</guid><pubDate>Thu, 05 Aug 2021 12:15:49 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_7f3a04eb62af4d22af9b448f4b955993~mv2.jpg/v1/fit/w_640,h_360,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[ISDN - Review before 2021 1H results]]></title><description><![CDATA[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...]]></description><link>https://www.thesquirrelsdrey.com/post/isdn-review-before-2021-1h-results</link><guid isPermaLink="false">60f1422bec6e310016c20bf4</guid><pubDate>Fri, 16 Jul 2021 09:22:56 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_b9be28be62dc4db581bd706348de0a55~mv2.png/v1/fit/w_549,h_462,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Samudera - Q1 2021 update]]></title><description><![CDATA[Ever since the SGX adopted a risk-based approach to quarterly reporting, most companies are only required to make semi annual reporting...]]></description><link>https://www.thesquirrelsdrey.com/post/samudera-q1-2021-update</link><guid isPermaLink="false">6093f64588010e001532f606</guid><pubDate>Thu, 06 May 2021 14:42:30 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_d689b08dfa0145f682a2c17355ecdac5~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item><item><title><![CDATA[Samudera - This time is different... or is it?]]></title><description><![CDATA[Introduction Samudera Shipping Line is primarily engaged in container shipping transportation of cargo in the Asia region, connecting...]]></description><link>https://www.thesquirrelsdrey.com/post/samudera-this-time-is-different-or-is-it</link><guid isPermaLink="false">60700ac720bfb6002c6fb225</guid><pubDate>Fri, 09 Apr 2021 09:18:29 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/300d85_c549bf31da5344c7b049b4133196ca55~mv2.png/v1/fit/w_292,h_222,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Squirrel</dc:creator></item></channel></rss>