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Nov 10
•
Collyer Bridge
11
1
Twitter Roundup (Week of 3 Nov 25)
Discussions around re-rating memory stocks and the impact of recent cooling M&A
Nov 9
•
Collyer Bridge
7
Singapore update #5
Dear subscribers,
Nov 7
•
Collyer Bridge
9
2
Singapore update #4
A roundup of what we did last week.
Nov 3
•
Collyer Bridge
12
1
Japanese Construction Co Up 16% On Friday
0.8 P/BV in a tourism-driven construction boom
Nov 2
•
Collyer Bridge
and
Iqbal Yusuf
7
1
October 2025
Thoughts from a cable manufacturer's AGM
Dear subscribers,
Oct 31
•
Collyer Bridge
11
1
Memory and storage supply chain picks
Ideas for those who feel they missed the boat
Oct 29
•
Collyer Bridge
10
Singapore update #3
And the week ahead for paying subscribers
Oct 24
•
Collyer Bridge
2
O&G manufacturer at ~2.6 EV/Ebit, 100% upside?
1/3 market cap in net cash raised at 2x the valuation in May 2025
Oct 22
•
Collyer Bridge
7
1
What is Metasurface manufacturing for Applied Materials?
In our first post on Singapore’s precision engineering sector, we identified Metasurface Technologies as a potential beneficiary of the AI capex upcycle…
Oct 21
•
Collyer Bridge
6
1
Our watchlist
All, this is the watchlist we promised paid subscribers a week ago.
Oct 18
•
Collyer Bridge
7
5
A look at Singapore's precision engineering sector
And another HK-listed Singaporean company
Oct 16
•
Collyer Bridge
and
Iqbal Yusuf
12
5
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