Peter Lim “Remisier King” Stocks

1. ABR

Founded in 1978, ABR Holdings Limited began as the owner and operator of the first full-service Swensen’s ice cream restaurant.

Today, the company is listed on the main board of the Singapore Exchange, and primarily manages, franchises and operates a portfolio of well known food & beverage companies and brands, including Swensen's, Yogen Fruz, Gloria Jean's Coffees, Oishi Pizza, Season Confectionary & Café, Hippopotamus and Tip Top Curry Puff.


2. Wilmar International

Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed companies by market capitalisation on the Singapore Exchange.

Wilmar’s business activities include oil palm cultivation, oilseeds crushing, edible oils refining, sugar milling and refining, specialty fats, oleochemicals, biodiesel and fertilisers manufacturing and grains processing. At the core of Wilmar’s strategy is a resilient integrated agribusiness model that encompasses the entire value chain of the agricultural commodity processing business, from origination and processing to branding, merchandising and distribution of a wide range of agricultural products. It has over 400 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries. The Group is backed by a multinational workforce of approximately 90,000 people.

Wilmar’s portfolio of high quality processed agricultural products is the preferred choice of the food manufacturing industry, as well as the industrial and consumer food catering businesses. Its consumer-packed products occupy a leading share in its targeted markets. Through scale, integration and the logistical advantages of its business model, Wilmar is able to extract margins at every step of the value chain, thereby reaping operational synergies and cost efficiencies. Wilmar remains a firm advocate of sustainable growth and is committed to its role as a responsible corporate citizen.

From its humble beginnings, Wilmar has today become:

• World's largest processor and merchandiser of palm and lauric oils, as well as largest in edible oils refining and fractionation, oleochemicals, specialty fats and palm biodiesel
• Largest merchandiser of consumer pack oils worldwide
• One of the largest oil palm plantation owners and the largest palm oil refiner in Indonesia and Malaysia
• One of the largest oilseeds crushers, edible oils refiners, specialty fats and oleochemicals manufacturers, and flour and rice millers in China
• Amongst the top 10 global raw sugar producers as well as the largest raw sugar producer and refiner, and a leading merchandiser of consumer brands in sugar and sweetener market in Australia
• A leading branded consumer pack oils producer, oilseeds crusher and edible oils refiner in India
• A leading importer of edible oils into East and South Africa
• One of the largest edible oils refiners in Ukraine

3. F J Benjamin Holdings Ltd

With a rich heritage dating back to 1959, SGX-listed F J Benjamin Holdings Ltd is an industry leader in brand building and management, and development of retail and distribution networks for international luxury and lifestyle brands across Asia.

Headquartered in Singapore and listed on the Singapore Exchange since November 1996, F J Benjamin has offices in nine cities, manages over 20 iconic brands and operates 166 stores. The group employs over 2,000 employees and runs four core businesses:
Luxury and Lifestyle Fashion Retailing and Distribution:F J Benjamin exclusively retails and distributes brands such as Banana Republic, Catherine Deane, Céline, Gap, Givenchy, Goyard, Guess, La Senza, RAOUL, and Sheridan across various territories. Its retail footprint includes Southeast Asia, Hong Kong and Australia. It distributes in-house labels RAOUL and Catherine Deane through pointsof-sale across Europe, the United States and the Middle East.
Timepiece Distribution:F J Benjamin exclusively distributes timepiece brands – Bell & Ross, ChronoSwiss, DeWitt, Girard-Perregaux, Gc, Guess, Marc Ecko, Nautica, Rado, Sottomarino and Victorinox Swiss Army across Asia.

Creative & Design: F J Benjamin’s Creative & Design division has conceptualised and developed house label RAOUL and handles the design and manufacturing of RAOUL.

Investing in Lifestyle Concepts:
F J Benjamin strategically invests in iconic lifestyle concepts as part of its search for meaningful value creation opportunities for shareholders and customers. The Group has a significant investment in Catalist-listed St. James Holdings Limited.


4. Rowsley Ltd

Rowsley Ltd., through its subsidiary, San Technology Holding Pte. Ltd., engages in the development of renewable energy and lubricating oil recycling businesses in the People's Republic of China. The company was incorporated in 1999 and is based in Singapore, Singapore.

The Company's core business is in investments, investment holdings, strategic investments and other related activities. Its strategy and direction is designed to provide focused investment portfolios, which it plans to strengthen with significant investments in businesses and companies around Asia and beyond.


5. Yanlord Land Group Limited

Yanlord Land Group Limited is a real estate developer based in the PRC that focuses on developing high-end residential, commercial and integrated property projects in strategically selected key high-growth cities in the PRC. Building on its established track record for developing high end quality residential property developments in prime locations within affluent cities such as Shanghai and Nanjing, the “Yanlord” name has been developed into a premium brand synonymous with quality within the property development industry. Typically, Yanlord residential property developments are characterised by large-scale, multi-phased projects designed and built by international architects, leading designers and reputable contractors.

Currently, the Group has an established presence in ten key high-growth cities within the five major economic regions of the PRC, namely,
(i) Yangtze River Delta – Shanghai, Nanjing and Suzhou;
(ii) Pearl River Delta – Zhuhai and Shenzhen;
(iii) Western China – Chengdu and Guiyang; and;
(iv) Bohai Rim-Tianjin and Tangshan;
(v) Hainan International Tourist Island-Sanya.
To fuel the sustained growth of the Group, Yanlord has adopted a prudent and calculated expansion strategy in expanding its existing land bank. Leveraging on its experience in various cities where its operations are based, Yanlord actively seeks to secure commercially viable prime land bank in city-centric locations that will provide additional growth impetus for the Group. As at October 2010, Yanlord has a total land bank of approximately 4.7 million sqm
The Group proactively seeks to expand its investment property development projects portfolio. Yanlord has retained a total GFA of approximately 500,000 sqm for development into investment property. Some projects have been completed and operational, among which the Service Apartments managed by Frasers Hospitality Group in Nanjing and Yanlord Landmark in Chengdu have become the local signature buildings

These developments are expected to boost the asset value of the Group and generate recurring rental income.


6. Global Logistic Properties

Global Logistic Properties ("GLP") is one of the world's largest providers of modern logistics facilities, with a market-leading presence in China and Japan. It owns, manages and leases out 446 completed properties in 187 logistics parks spread across 36 major cities in China and Japan, forming an efficient logistics network with properties strategically located in key logistics hubs, industrial zones and urban distribution centres. By providing flexible solutions of Multi-tenant, Build-to-Suit and Sale and Leaseback, GLP is dedicated to improving supply chain efficiency to meet strategic expansion goals of the most dynamic manufacturers, retailers and 3rd party logistics companies in the world. The Group was listed on the Mainboard of Singapore Exchange Securities Trading Limited on October 18, 2010 (Stock code: MC0.SI).
(As of June. 30, 2012)