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  • Some of Their Picks: Nera, Lippo Mall, Armstrong Ind, ARA Asset and More

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    James Warren
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    This document summarizes some of Adam Wong's stock picks from around 2013 based on his "Business Model, Growth Drivers, Economic Moat, Risks" (BMFV) framework. It discusses several Singapore and Southeast Asian companies, including real estate firms Lippo Mall and ARA Asset, food companies like Breadtalk and Soup Restaurant, and healthcare provider Raffles Medical Group. For each pick, it touches on factors like management quality, financials, valuation, growth opportunities, and risks. The overall assessment is that Wong's framework focuses on a company's long-term potential beyond just traditional metrics like P/E ratios.

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    some notes I picked up from listening to the webinar

    Original Title

    Webinar 5th Person

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    This document summarizes some of Adam Wong's stock picks from around 2013 based on his "Business Model, Growth Drivers, Economic Moat, Risks" (BMFV) framework. It discusses several Singapore and Southeast Asian companies, including real estate firms Lippo Mall and ARA Asset, food companies like Breadtalk and Soup Restaurant, and healthcare provider Raffles Medical Group. For each pick, it touches on factors like management quality, financials, valuation, growth opportunities, and risks. The overall assessment is that Wong's framework focuses on a company's long-term potential beyond just traditional metrics like P/E ratios.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    12 views3 pages

    Some of Their Picks: Nera, Lippo Mall, Armstrong Ind, ARA Asset and More

    Uploaded by

    James Warren
    This document summarizes some of Adam Wong's stock picks from around 2013 based on his "Business Model, Growth Drivers, Economic Moat, Risks" (BMFV) framework. It discusses several Singapore and Southeast Asian companies, including real estate firms Lippo Mall and ARA Asset, food companies like Breadtalk and Soup Restaurant, and healthcare provider Raffles Medical Group. For each pick, it touches on factors like management quality, financials, valuation, growth opportunities, and risks. The overall assessment is that Wong's framework focuses on a company's long-term potential beyond just traditional metrics like P/E ratios.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Some of their Picks:

    Nera
    Lippo Mall (Indonesian co)
    Armstrong Ind
    ARA Asset
    Soup Restaurant
    Japan Food
    Super Group
    B M F V (quadrants inter-linked)
    B - Busn Model, Growth Drivers, Econ Moat, Risks
    Risks that affect the business, eg Nokia (t/o Apple, Samsung - itself taken down by Xiaomi)
    Management - tissue paper co (Dir sit on sub level)
    - John Lim, ARA
    - know thinking behind (tracking belief systems)
    - George Quek (Breadtalk)
    Financials - 361 Degrees, Nike of China
    - Breadtalk (more cf than profit, good)
    - Low margin, but have scale
    Valuation - consd with Busn Quadrant
    - PE lacks measurement of growth
    - PE susceptible to cyclicality
    Raffles Medical Group
    Have pricing power
    Conservative cf to aggressive (KPJ)
    Breadtalk
    Food Republic
    Toast Box
    dtf
    icing room
    Ramen Play
    Carls Jr
    very predictable
    Frepublic - get scale in rent

    Book: VI Made Easy (Adam Wong)


    arnd 2013

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