GLOBAL INV chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share -0.01
Dividend & Yield0.01S$ (6.56%)
Beta 0.47
Market capitalization 190.82M
Operating cash flow 6.71M
ESG Scores unknown

Company description

Global Investments Limited is an open ended balanced mutual fund launched and managed by Singapore Consortium Investment Management Limited. The fund invests in the public equity and fixed income markets across the globe. It invests in stocks of companies operating across diversified sectors. The fund invests primarily in operating lease assets, loan portfolio and securitization assets, and alternative assets. It was formerly known as Babcock & Brown Global Investments Ltd. Global Investments Limited was formed on April 24, 2006 and is domiciled in Singapore.

Sector: Financial Services - Industry: Asset Management

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -63.53M 15.53M -2.85M 23.88M
Net Borrowings
Total Cash From Financing Activities -8.56M -21.06M -23.2M -17.46M
Change To Operating Activities
Issuance Of Stock
Net Income 7.33M 19.75M 14.32M 14.89M
Change In Cash -52.73M 5.58M -14.04M 15.01M
Effect Of Exchange Rate -152k -382k 1.72M 1.16M
Total Cash From Operating Activities 19.52M 11.49M 10.3M 7.44M
Depreciation 79k 79k 79k 79k
Change To Account Receivables
Other Cashflows From Financing Activities
Change To Netincome 12.19M -8.25M -4.1M -7.53M
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 7.41M 19.85M 14.44M 15.02M
Net Income 7.33M 19.75M 14.32M 14.89M
Selling General Administrative 2.21M 3.66M 2.32M 4.96M
Gross Profit -5.91M 25.96M 17.19M 20.99M
Ebit -10.5M 20.28M 12.86M 14.01M
Operating Income -10.5M 20.28M 12.86M 14.01M
Interest Expense
Income Tax Expense 87k 104k 120k 130k
Total Revenue -5.91M 25.96M 17.19M 20.99M
Cost Of Revenue
Total Other Income ExpenseNet 17.92M -426k 1.58M 1.02M
Net Income From Continuing Ops 7.33M 19.75M 14.32M 14.89M
Net Income Applicable To Common Shares 7.33M 19.75M 14.32M 14.89M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 1.22M 2.77M 1.58M 1.56M
Total Stockholder Equity 322.21M 320.9M 311.87M 309.39M
Other Current Liabilities 742k 704k 910k 707k
Total Assets 323.43M 323.66M 313.45M 310.95M
Common Stock 270.84M 270.84M 270.84M 270.84M
Other Current Assets 141k
Retained Earnings 51.38M 54.26M 53.95M 56.04M
Treasury Stock -4.2M -12.91M -17.49M
Cash 35.36M 40.95M 26.91M 41.92M
Total Current Liabilities 1.22M 2.77M 1.58M 1.44M
Other Stockholder Equity 2k 68k 742k
Property, Plant, and Equipment 55k 184k
Total Current Assets 102.91M 124.98M 99.06M 98.72M
Net Tangible Assets 322.21M 320.9M 311.87M 309.39M
Net Receivables 4.19M 3.95M 3.86M 2.96M
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to GLOBAL INV:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Boon (Swan Foo)Other at price 0.11 per share.D2022-06-22Chairman of the Board7.75M
Boon (Swan Foo)Other at price 0.11 per share.D2021-10-07Chairman of the Board7.5M
Seah (Lim Siang Ronald)Other at price 0.11 per share.D2021-10-07Director (Independent)5.5k
Seah (Lim Siang Ronald)D2021-08-19Director (Independent)70k
Boon (Swan Foo)D2021-06-10Chairman of the Board7.55M
Seah (Lim Siang Ronald)D2021-06-10Director (Independent)3.42k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to GLOBAL INV. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on GLOBAL INV

Here is the result of two systematic investment strategies applied to GLOBAL INV. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on GLOBAL INV

The following chart shows the equity curve of the two systematic investment strategies applied to GLOBAL INV:

GLOBAL INV automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 13.49% on the backtest period.

Performance at glance

Performance

13.49 %

Latent gain

269.83 S$

Invested capital

2000.15 S$

Annualized return

3.24 %
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Momentum strategy results on GLOBAL INV

This is the result of two momentum investment strategies applied to GLOBAL INV. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on GLOBAL INV

The following chart shows all the entries opened by the momentum investment system on GLOBAL INV:

GLOBAL INV momentum entries
  • The first momentum investment strategy would give 12.68% of return on GLOBAL INV. That represents 824.02S$ of latent gain with 6500.23S$ of employed capital.
  • The second momentum investment strategy would give 12.48% of return on GLOBAL INV. That represents 343.29S$ of latent gain with 2749.88S$ of employed capital.
Performance at glance (1Q Momentum)

Performance

12.68 %

Latent gain

824.02 S$

Invested capital

6500.23 S$

Annualized return

11.3 %
Performance at glance (2Q Momentum)

Performance

12.48 %

Latent gain

343.29 S$

Invested capital

2749.88 S$

Annualized return

3.39 %

Momentum equity curve on GLOBAL INV

The following chart shows the equity curve of the two momentum strategies applied to GLOBAL INV:

GLOBAL INV momentum equity

Note: the dividends potentially given by GLOBAL INV are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on GLOBAL INV

The following chart shows the employed capital evolution of the two momentum strategies on GLOBAL INV since the beginning:

GLOBAL INV

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250S$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000S$.


Buy the dip strategy result on GLOBAL INV

Buy the dip entry openings on GLOBAL INV

GLOBAL INV

The performance achieved by the robo-advisor on GLOBAL INV is 24.41%. That represents 61.04$ of latent gain with 250.06S$ of employed capital. The following chart shows GLOBAL INV stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of GLOBAL INV, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

24.41 %

Latent gain

61.04 S$

Invested capital

250.06 S$

Annualized return

11.3 %

Equity curve of the strategy applied to GLOBAL INV

The following chart shows the result of the investment strategy applied to GLOBAL INV:

GLOBAL INV

Note: the dividends potentially given by GLOBAL INV are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on GLOBAL INV

The following chart shows the employed capital evolution since the beginning of the investment strategy on GLOBAL INV:

GLOBAL INV

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on GLOBAL INV

In this section, I will compare the three previous investment strategies applied to GLOBAL INV.

Equity curve comparison on GLOBAL INV

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

GLOBAL INV investment strategy comparison

Employed capital comparison on GLOBAL INV

GLOBAL INV investment comparison

Performance comparison on GLOBAL INV

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 13.49% 269.83S$ 2000.15S$ 3.24%
Momentum 1 quarter 12.68% 824.02S$ 6500.23S$ 3.23%
Momentum 2 quarters 12.48% 343.29S$ 2749.88S$ 3.39%
Non-directional 24.41% 61.04S$ 250.06S$ 11.3%
Annualized return comparison

Automatic investment

3.24 %

Momentum 1Q

3.39 %

Momentum 2Q

3.39 %

Non-directional

11.3 %

Correlated stocks

Here are the most positively and negatively correlated stocks with GLOBAL INV:

Positive correlations

Most correlated stocks this year

  • GLOBAL INV

  • Most correlated stocks last 3 months

  • GLOBAL INV
  • CHEN LIN EDU
  • ETS GROUP

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months

  • ANCHORSTONE
  • Pennant Group Inc

  • Note: The algorithm computes the probability of correlation between GLOBAL INV and the other stocks. There may be false positives or some missing correlated stocks. If the price of GLOBAL INV does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name GLOBAL INV
    Country Singapore
    City Singapore
    Address 51 Cuppage Road
    Phone
    Website www.globalinvestmentslimited.com
    FullTime employees
    Industry Asset Management
    Sector Financial Services
    Exchange XSES
    Ticker B73.XSES
    Market www.sgx.com

    GLOBAL INV ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown