3 Takeaways from Innotek’s sharing at ISCA: From Metal Stamping to AI Cooling

Group photo Innotek

Just left the ISCA sharing session with Innotek (SGX symbol code: M14). Here is what caught my eye. 😊 

As an SGX Ambassador, I look for companies that are quietly adapting to mega-trends.

Innotek is transitioning from traditional metal stamping to AI liquid cooling and New Field, and the metrics are shifting.

Three quick highlights from the ground:

1. Pivot to High Margin: Focusing on AI and New Energy solutions.

2. The "N" Word: Nvidia is now in their Top 10 client list as an approved vendor.

3. Yield: Maintaining a 2-cent dividend despite lumpy revenue cycles.

Is this the hidden gem in the AI infrastructure trade? Click here to assess:

https://bit.ly/ericshareEp61_Innotek

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

 

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.

👉 Connect at ohlh@phillip.com.sg

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👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

RWS 2.0: The Edge of Experience & The Discipline of Dividends

Group photo

Laurus Hotel RWS Sentosa

Walking the halls of Laurus and Weave at RWS today. 🏨✨

The RWS 2.0 transformation is more than just a renovation—it’s a strategic pivot to grow non-gaming revenue alongside the core gaming business.

Key takeaways for investors:

✅ Stakeholder collaboration is driving the vision.

✅ Revenue growth is the priority, but CAPEX is heavy.

✅ The 4 cents dividend is safe, but future p

ayouts depend on how fast the new assets are able to contribute to the revenue

Details found here: https://bit.ly/ericshareEp60_Genting

Fun fact: This is my 60th edition of Conviction Compass and I am still visiting different SGX listed firms.

Thank you Genting Singapore Limited for the wonderful lunch and gift. Appreciate the hospitality extended to us to know more about the exciting development of your firm and SGX Group for organizing. 

At Eric Wealth Advisory:

 ✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

 ✅ We bridge the gap between investors and management.

 ✅ We turn exclusive access into your competitive edge.

 

 1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

 2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.

 👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

Collector's Bar Laurus

CDL Hospitality Trusts: 3 Key Takeaways from My "Stocks on the Move" Deep Dive

Group photo with CDL Htrust

What happens when one of Singapore's largest hospitality trusts trades at a steep discount to its asset value? I recently sat down with CEO Vincent Yeo and the team at the SIAS "Stocks on the Move" session to find out. With a S$3.5 billion portfolio spanning 8 countries and a new turnkey Lifestyle Moxy hotel on the horizon at Clarke Quay, the story is more nuanced than the share price suggests. 

View from W hotel at Sentosa Cove

Here are my 3 key takeaways for investors watching this space.

Click here

Connect @ ohlh@phillip.com.sg