tag:blogger.com,1999:blog-6213354074634538714.post2524586047751775623..comments2023-08-03T23:30:19.645+08:00Comments on (The) Boring Investor: Does Perennial's 4.65% Bond Have Sufficient Margin of Safety?Lee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-6213354074634538714.post-51888017492406981282015-11-01T14:56:49.772+08:002015-11-01T14:56:49.772+08:00Hi, I've posted the analysis. You can check it...Hi, I've posted the analysis. You can check it out at <a href="http://boringinvestor.blogspot.sg/2015/10/does-oxleys-5-bond-have-sufficient.html" rel="nofollow">Does Oxley's 5% Bond Have Sufficient Margin of Safety?</a>Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-86350675307946680582015-10-28T00:34:31.379+08:002015-10-28T00:34:31.379+08:00Hi, Thks for your interest. I'll carry out the...Hi, Thks for your interest. I'll carry out the analysis and post over the weekend.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-53509638081809151542015-10-27T12:57:57.510+08:002015-10-27T12:57:57.510+08:00Hi, what's your take on the oxley 5% bond?Hi, what's your take on the oxley 5% bond?TFPhttps://www.blogger.com/profile/02651484207978130631noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-89011181629717643842015-10-23T01:20:02.257+08:002015-10-23T01:20:02.257+08:00You can refer to the subscription results at the l...You can refer to the subscription results at the link <a href="http://infopub.sgx.com/FileOpen/Paragon%20-%20Close%20of%20Offer%20WP%2004Final%2022Oct15.ashx?App=Announcement&FileID=374569" rel="nofollow">here</a>. Please note that trading will start next Mon instead.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-88263744796805411092015-10-22T18:04:50.944+08:002015-10-22T18:04:50.944+08:00May I ask what is the subscription result since it...May I ask what is the subscription result since it will start trading tomorrow?starlighthttps://www.blogger.com/profile/03940053749471869320noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-69432049055169222802015-10-19T22:36:17.286+08:002015-10-19T22:36:17.286+08:00You're welcome. It shouldn't matter how th...You're welcome. It shouldn't matter how the market feels; we need to be comfortable with the investment. After all, we're responsible for our own money.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-11226378626242346192015-10-19T09:39:40.033+08:002015-10-19T09:39:40.033+08:00Thanks for this. I was also looking at it from th...Thanks for this. I was also looking at it from the margin of safety perspective. Your analysis seems to concur with what I feel. However, the "market" seems to think otherwise :).<br /><br />YPhttps://www.blogger.com/profile/07191798553975785126noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-7458487204220970542015-10-19T00:25:23.076+08:002015-10-19T00:25:23.076+08:00Hi, when a company makes a loss, the equity portio...Hi, when a company makes a loss, the equity portion of the balance sheet will take the hit first, before bonds suffer any loss. The stock value ratio measures the amount of buffer bondholders have before they suffer a loss.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-62659717499894338602015-10-18T21:57:59.567+08:002015-10-18T21:57:59.567+08:00Hi, nice article but what exactly does stock value...Hi, nice article but what exactly does stock value ratio attempt to calculate?Investorhttps://www.blogger.com/profile/16387343099835398785noreply@blogger.com