KUH.SI TSH Corporation Limited Loading... : Investor Sentiment and Bull/Bear Views
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18:45
Sep 16
Sep 16
Singapore whisky net-net at 5x earnings
TSH Corporation runs whisky bars in Singapore hotels and imports/distributes whisky, trading at 5x earnings, ~5x EV/EBIT and 77% of NCAV. The author argues inventory (whisky bottles and casks bought years ago at lower prices) underpins the asset value, gross margins exceed 70%, and the business has operating leverage from a large fixed cost base. Catalysts include the CEO (ex-KPMG auditor) repeatedly buying shares in the open market, full bank debt repayment enabling a dividend, and a recent takeover of a direct competitor. Main risk is the tiny S$6.39mm market cap, float just above 20% and illiquidity, making it suitable only for a personal account.
HIGH
About KUH.SI Investor Commentary
Across the available history and selected sources, Buzzberg tracks KUH.SI (TSH Corporation Limited) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/DeepValueInsights.