kwong72

I have some k1 Ventures. It is a SGX-listed holding company with stakes (valued at cost) in some US companies. I am sure you guys heard of these companies. Knowledge Universe Guggenheim Partners Helm Financial K12 China Grand Auto (TPG investee company going for IPO in HK) http://www.k1ventures.com/investments/investments.asp

Thanks a lot, also to xxx1313. I do avoid PRC companies, no matter where they are listed. My investment system is quantitatively-based, so you need to be able to trust the numbers. I am sure there are wonderful Chinese companies out there, but it would take too much time for me to figure out which ones are good and which ones aren't. In any case I combine almost 20 different parameters, so a company needs to have good indicators in many areas, not only cash, P/B, or P/E to get to the top of the list. I'll have a look at valuebuddies forum…I see threads on some of the companies I'm interested in… kwong, why do you think stocks in Singapore are so cheap? HK is more dependent on China and it is significantly more expensive. hi Maybe it is cheap. A sign of cheap valuations is the spat of buy-outs (privatisations) offers by controlling shareholders and/or PE funds in 2013. Those that are cheap may have poor corp governance issues or just plain sleepy. There is no real shareholder activism in SG to wake up sleepy companies.

Hi I am from Singapore. As mentioned, one has to be careful of SG-listed PRC companies. Especially those with too much cash, yet dont pay dividends. Many companies listed Singapore Stock Exchange (SGX) are majority-owned and managed by founding families. So the incentive to pay out cash is lesser. For those interested in SGX listed shares, can see http://www.sgx.com/wps/portal/sgxweb/home/company_disclosure/company_announcements/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gjR0cTDwNnA0sDC3cLA0_XsDBfFzcPQwtnA30_j_zcVP2CbEdFAL-aWoI!/dl3/d3/L2dBISEvZ0FBIS9nQSEh/ http://valuebuddies.com/ - local value investing forum