Monday, 19 January 2015

Collaboration with Mr. IPO

I spend the weekends rewriting my strategies for each of my blogs to make it clearer and easier for readers to follow and understand. It is my intention to engage my readers more in various aspects over time but let's take it one step at a time and i will start with the IPO blog today.

You can find the updated IPO strategy at this link.

Here comes to the main topic for today's post. I am thinking of ways in which i can add value to the investing community here as well as benefit my facebook followers. Some of the ideas i have (but yet to consider its feasibility) include creating an "IPO Club" where companies can invite us to their IPO road shows for a start and maybe over time, allocate some placement shares to this IPO club members? Tell me what you think of this idea?  ^_^ perhaps a bit far-fetched but give me some time to consider if it is feasible. I may also start looking for volunteers to help interviews the CEOs as well.

Please find below my main "marketing pitch" today of which the link is here.

Collaborating with Mr. IPO

This blog started on 07 Jan 2007 to research on companies listing on the Mainboard and Catalist. The original idea was to have a placeholder to record my own thoughts on whether i should subscribe for the shares of the IPO companies.

Over the years, this blog managed to attract investors, traders, brokers and punters who are keen to read about the independent but super-biased views of Mr. IPO on whether they should subscribe for those IPOs. The blog posts have also been shared in popular websites like Share Investment and forums like Hardwarezone and Shareinvestor.com. On some occasions, the research reports released by brokerage firms even bore a close resemblance to the articles written on this blog...

Traffic and Social Media

Mr. IPO's Facebook page currently has more than 3,300 followers and whenever there is a popular IPO, the blog attracts more than 25,000 unique visitors to that post easily.



How Mr. IPO can help listing aspirants?

Mr. IPO would like to help companies listing on SGX and Catalist gain public awareness. Many IPO aspirants are too small or too new and local investors are not familiar with them. Mr. IPO can help in the following ways:
  • Feature a special introduction on the Company and its business activities on the blog
  • Feature a video interview with the CEO or CFO to discuss the business strategies and business plans
  • Invite Mr. IPO and his Facebook followers to the IPO roadshow and meet the CEO
  • Tap on Mr. IPO's extensive network and resources to find institutional investors or the minimum number of shareholders required.
Who should contact Mr. IPO?
  • Sponsors or Corporate Advisory firms advising their clients for listing on SGX and Catalist
  • Public relations firms who are helping their clients with the listing 
  • Investors relations departments of Companies going for listing
  • Deal makers who are helping the Companies on the share placement tranche
What Mr. IPO will or will not do

Mr. IPO will continue to do his usual write up on all IPO companies. His chilli ratings will continue to be independent but super-biased and he will continue to be transparent in his shareholdings (if any). His ratings will not be affected by whether he received any compensation for the posts. This is because he is not even sure if people will pay him to do an advertorial hahaha... but he wouldn't mind paying for the shares that he likes at the IPO subscription price.

Please do not contact Mr. IPO if you think his chilli ratings can be purchased. Those who think that the chilli ratings can be bought may want to visit the wet market instead. He will not let the credibility he has painstakingly built up over the years to go down the drain. He fully understands that reputation takes 3 years to build but only 3 minutes to destroy it so he will not allow anything foolish to happen....

Mr IPO contact details

Mr. IPO can be contacted at 2ycapital@gmail.com 
Please send the email using a suitable subject header so that it wouldn't end up in the junk box. Please leave a contact number so that he can call to discuss over phone or arrange to meet up for a cup of coffee to discuss ways in which he can be helpful.

Tuesday, 30 December 2014

Singapore IPOs Tikams for 2013 and 2014

I am sure this is a blog post which readers will be interested to read now that 2014 is coming to an end and there are no more upcoming IPOs. 

I first blogged about the performance of my IPO tikams in 2012. The post was here. In 2012, i made about $4,923 from my IPO tikams.

2013

In 2013, I didn't blog about it but it was actually a good year for me. I made about $23,467. The top 5 contributors were:
  1. Linc Energy $6,165
  2. Mapletree Greater China Trust $4,681
  3. Money Max $4,654
  4. Kris Energy $2,391
  5. Logistics Holdings $2,158
2014

How did 2014 fare? The IPO market in SGX for 2014 is actually quite bad. I think SGX has somehow lost its way...... and is unable to attract good companies to list here. HKSE is definitely the flag bearer in Asia, due partly to its proximity to China.

Funnily enough, I actually had a good year. However, i don't think the performance can be repeated unless SGX is able to attract quality IPOs to list here or i managed to get placement shares in better IPOs in 2015. 

2014 was very unusual because i managed to get out-sized placement shares in a few stocks and had been lucky enough to 'run road' fast enough with a profit. (Do note that this route can easily back-fire as well). My returns for 2014 is $31,093. You can see that the top 3 contributors made the most returns for me.
  1. QT Vascular $12,817
  2. KOP Limited $12,098
  3. UG Healthcare $4,696
  4. Starburst $1,876
  5. JAPFA $525
I also incurred losses from EMAS Offshore but thankfully, i cut loss very quickly given that i have given it a zero rating.

That's all for now. Here is wishing a readers a Happy 2015 and may 2015 IPOs be a good year for you too.

Happy IPOing

Thursday, 11 December 2014

Keppel DC REIT - Balloting Results

Keppel DC REIT announced its balloting results this evening.

For the public tranche, it was around 9.6x subscribed.

Public Offer


Looking at the balloting table above, investors who applied for 100 lots will have a 50% chance of getting 23 lots....

Mr IPO's balloting results


Mr. IPO have not bathed for weeks.... and was unsuccessful despite a 50% probability of getting the shares.... :(

Placement Tranche


With regards to the placement tranche, nothing to shout about. Two Temasek related entities subscribed for the placement tranche and the independent directors invested in the REIT as well.

It will be interesting to see how the shares performed tomorrow.

Happy Data REITing.


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