Robert stakes4.16Robert Stone's shareholdings as stated in the annual reports of Dutech and China Sunsine.
Compiled by NextInsight
Attracted by some fundamental reasons, many investors buy into a stock only to dump it months or perhaps a year or two later when the price action continues to be lethargic.

Robert Stone is different in this respect, going by his yearly accumulation of the shares of China Sunsine, which is not exactly a well-known S-chip.

He is also into Dutech Holdings, an S-chip with even less recognition power. See chart.

stone yiping9.14Robert Stone with Tong Yiping, the CFO of China Sunsine, during a visit by analysts and investors to the company. NextInsight file photo.IIn the top 20 shareholder list of the just-released 2015 annual report of China Sunsine, Robert owned 11,550,000 shares.

They are worth about S$3.92 million at the recent share price of 34 cents. 

As for Dutech, Robert owns 23,250,000 shares worth S$7.79 million (recent share price: 33.5 cents). 

These two companies share several characteristics, including: 

♦ Operating out of China, they are among the top global players in their industries, and continue to sharpen their competitive edge.

♦ Their customers are global names.

♦ They are profitable and have strong balance sheets.

♦ They are trading, and have been trading, at oh-so-cheap valuations. (
So what does the market know? Or is it dumb?)


For more on the two companies, see: 

 

♦ Asking Robert
 Q: The businesses of Dutech and China Sunsine have continued to perform well but their stock prices have not. I know of shareholders who are disappointed and potential investors who are uninspired.  How do you make the case (at least to yourself) that these stocks were good for further accumulation last year?   

A: I am less concerned about how the share price performs in the short term than what I think the prospects are for the business in the long term. Eventually if a business does well consistently over the long term the true value of the business will be reflected in the stock price. For me that is a matter of faith but is also something I have learnt from experience.  Both Dutech and China Sunsine are doing well as you note and the fact that the share price has not only makes it more attractive for me to accumulate more.    

Q: Would you name three other stocks that you hold in significant quantities? 

A: Assuming you mean the SGX, three other companies are Darco Water (5.4 million shares), SHS Holdings (3.45 million shares) and Sunmart (27.2 million shares).


For more on Robert's investing views and experience, see:  

Share Prices

Counter NameLastChange
AEM Holdings1.0400.010
Alliance Mineral0.117-0.006
Anchor Resources0.014-0.001
AusGroup0.027-
Avi-Tech Electronics0.280-
Best World Int.1.360-
China Sunsine1.120-0.010
CSE Global0.485-
Food Empire0.500-
Geo Energy0.161-
Golden Energy0.200-0.010
GSS Energy0.082-
HMI0.715-0.005
ISDN Holdings0.230-0.005
KSH Holdings0.420-0.005
Miyoshi0.0430.001
Moya Asia0.075-0.001
Nordic Group0.300-
Oxley Holdings0.325-0.005
REX International0.068-0.001
Riverstone0.9200.005
Roxy-Pacific0.400-
Sing Holdings0.4100.005
SingMedical0.3850.005
Sino Grandness0.046-0.001
Straco Corp.0.760-0.015
Sunningdale Tech1.4000.020
Sunpower Group0.480-0.010
The Trendlines0.080-
Tiong Seng0.245-
Uni-Asia Group0.745-0.005
XMH Holdings0.153-
Yangzijiang Shipbldg1.500-0.020

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