| Keppel Corp |
10bn worth of assets to be monetised in the next 3 to 4 yearsWhatsApp Image 2021-09-20 at 11.46.29.jpeg |
| Hock Lian Seng |
aaa.jpeg |
| Malaysia |
_April 27, 2018_ When the day of judgement comes to Malaysia, which it inevitably will and I hope soon (as with this May 9 election), Malaysians would... |
| FED Watch |
http://www.federalreserve.gov/monetarypolicy/gifjpg/MPR215_F41.gifIt was USD1 trn before 2008.It is now USD4.5trn now. |
| The Economy |
In US, private consumption accounts for 70% of GDP.Hence retail sales figure is a good proxy to US economic conditionAnd of the retail sales, 20% is m... |
| Beat the market - How to? |
Why its so impt to HAVE A SUSTAINABLE return in our investments.Even if you are genius and gets 20% return YOY for say... 4 years, your capital will d... |
| GLP |
Updates on GLP... distilled from The Edge article.- 312 mil sq feet across China , Japan and Brazil.- As at end Dec 2014.... net cash USD400m- aggress... |
| Unifiber |
RTO with GOLDEN ENERGY MINES (GEMS)... newco known as GEARSnippets from the Edge story:- 2 assets : consessions of COAL & FOREST. But for nx few ... |
| Malaysia |
Whats up with Malaysia?2015 will be bleak.- Putrajaya facing problems with oil prices. Govt has run a budget deficit for past 17 consecutive years des... |
| REITS and Properties |
Here is an excellent report on RETAIL REITS by SCB.Key notes:1. Shift to experientialFashion retailers now contribute 22% of rental income... down fro... |
| REITS and Properties |
Here is the chart of our bank depo rate, FED rate and SIBOR.The SIBOR and FED (which mirrors each other closely) rallied remarkably during 2004 and 20... |
| Kingwan |
Ok the Thai IPO is finally happening.... this coming week.http://www.nationmultimedia.com/business/Sugar-producer-KTIS-to-launch-IPO-next-week-3023176... |
| OverseasEdu |
From IPO prospectus- In FY2009, FY2010, FY2011, HY2011 and HY2012, personnel expenses accounted for approximately 66.8%, 66.2%, 68.0%, 67.9% and 75.0%... |
| OverseasEdu |
scribbling some notes here toowonder if this edu biz can make it after informatics, oriental century, raffles edu all didnt=====================lastdo... |
| OverseasEdu |
Overseas Education operates the Overseas Family School (OFS) in Singapore. It caters to the children of expatriates working in Singapore. The students... |
| REITS and Properties |
Back to REITs at a glance.Minz.JPGSource : CIMB |
| OUE |
Here is from JPM report dated the same day, their RNAV breakdown.images.jpgP/B is 15 years low, cheap enough? Qn is will it remain cheap for looooooon... |
| OUE |
OUE – What is inside? (1) 6 Shenton Way (office) $980psf = $ 865.3 million (2) 6 Shenton Way (retail) $1,980psf = $ 245.5 million(3) US Bank Tower $... |
| Kim Heng |
99% rig services.May find it hard to scale up as lots of space needed for rig maintenance and secondly, manpower, 300 plus staffs now , $1m payroll pe... |
| HTL Int |
FY 2013 numbers came in.... 4Q looks good.Otherwise, some background.------------------------Hidenet website to check prices leather, but pretty depe... |
| Malaysia |
This is interesting... last done 84ctsLION INDUSTRIES - Seeing Deep ValueWe met Lion Industries Corporation (LICB) management to get an update on the ... |
| Declout |
Crossings were made in married trades at 24cts... stock suddenly jump to life.------DeClout is offering a full suite of ICT solutions and services to ... |
| Sinarmas |
Is Widjaja-controlled Sinarmas Land worth a closer look? By Ven Sreenivasan PROPERTY has been the bulwark of wealth in most Asian societies. And for ... |
| Guocoleisure |
The IFA document for Guoco Group's privatisation is on its way.... DESPATCH OF THE COMPOSITE DOCUMENTThe Composite Document containing, among other th... |
| Kingwan |
Hmmm... this is tricky. Just announced. - Essentially diversified into bulk carrier investing USD 6.3m via a 30% subsi. This is a co-investment with t... |
| Ausgroup |
Short summary from DMG .AusGroup (BUY; TP $0.755) AusGroup provides fabrication, precision machining, construction and integrated services to natur... |
| The Economy |
M1 has grown rapidly, in US.M2 and M3 hasnt grown... they is no multiplication effect thro the economy. |
| Beat the market - How to? |
The Secrets I Learned from Jesse LivermoreOctober 19, 2012 at 8:30 AM | written by Gatis Rozehttp://blogs.stockcharts.com/journal/2012/10/the-secrets-... |
| Hi-P |
Today, its reported.Hi-P: profit warning. The group expects to report lower revenue yoy in 3Q12, mainly due to lower orders resulting from delays in p... |
| Myanmar |
Its hard to flip newspapers nowadays without reading updates on the opening up of Myanmar. Some call it the "last frontier of Asia". One of the last p... |
| REITS and Properties |
HDB all time high now... Pte props also climbing to highs.Props... a bubble in the making?Seems like everybody witha bit of money are now looking at p... |
| Ausgroup |
Lots of hype about this Ausgroup's plan to bring their assets over to a newco in ASX for listing, giving the shareholders shares in the ASX listco (h... |
| Western debt crisis |
Helga is the proprietor of a bar. She realizes that virtually all of her customers are unemployed alcoholics and, as such, can no longer afford to pa... |
| Guocoleisure |
Been sold down contrary to the mkt and its now close to Yr Low of 54cts whereas STI is breaking new Yr Highs. It has to be the work of Marathon Asset ... |
| Strategies for now |
Kekeke... for me, I am just happy if the goose dun grow frail & sickly and die on me. As for Ferrari*, eh hem, I just bought one. Sorry, need to b... |
| Strategies for now |
Cannot leh...I want that Ferrari. Ok lah... austerity measures, buy Maserati also can, for now...Britney says, "I'm a slave...." |
| Strategies for now |
Financial freedom is a higher accomplishment than financial independence. It is also a state that many will never attain; not because they cannot accu... |
| Ying Li |
Lots of beautiful pictures of the completed IFC. http://www.ylifc.com/ylifc288/vote.aspxNow that they ve done a good job with the hardware... let's se... |
| MapletreeCom |
Key to investing in REITs is to spot those with a strong rental reversion potential. Not that there is any at the moment, but this used to be a strong... |
| REITS and Properties |
Nice map of the developments in Iskandar.http://www.iskandarmalaysia.com.my/pop-devmap.html |
| Malaysia |
Maybe good to relook at Malaysian counters listed on SGX. KLCI is now at a record high! In 2007 rally they super laggard... now they chiong! Palm oil ... |
| REITS and Properties |
StanChart issues a report expecting yield compression to continue with spread over 10 yr bond yields reducing to 490bps from 535bps a mth ago with pos... |
| REITS and Properties |
The Emperor is naked, so says this article below. Actually I am sure PAP is fully aware too, hence the sacking of Mah and the swift introduction of ne... |
| Beat the market - How to? |
This is very good advise, applies to all things in life too.Thought of the day... " The most difficult subjects can be explained to the slow witted ma... |
| Buffett's thoughts/views |
Very good interview.------Notes from the Meeting Dr. George Athanassakos and Ivey MBA and HBA students had with Mr. Warren BuffettOmaha, NB, March 30,... |
| Beat the market - How to? |
Good reminder!-----------http://online.wsj.com/article/SB10001424052702304543904577398173827749672.html#printMode Forget the "Dimon principle." Invest... |
| Kingwan |
Just announced selling off the 2 Thai subsis to a bigger coy who is planning a listing in Thailand. No timeline given on the expected IPO. KW will swa... |
| TT Int |
Now now... from a 1 ct stock, its now 18cts.So whats the story?This maybe a reason... and v few people are aware of this. TT is run by a husband and ... |
| China NTown |
Sounds like a great deal but hardly picked up by any media coverage.This is an endorsement on the authenticity of CNT's business. Not immediately accr... |
| Starland |
Microscopic issue. Amount raised is only $3m net... can't even buy a semi detached in Katong for that amount raised.Starland Holdings launches 22.2 mi... |
| Global Premium Hotel |
Very hot IPO, rumour has it that big names like Kwek and 2G took the placement shares. 1. Listing Statistics GPH plans to raise up to S$117m in gross ... |
| Kingwan |
Snooping around for local un-discovered small cap. This one seems cheap enough.Only SIAS is covering them.Full rpt as follows.------------------http:/... |
| M&L Hospitality Trust |
The trust will be 45% owned by Grandline Int’l, which is owned by the Kum family. The $1.2b initial portfolio comprises of 2,509 rooms at 6 hotels i... |
| Ocean Sky |
Any idea which big names KE is placing the shares to? The company is apparently preparing for a big acquisition, stock price is up about 50% from the ... |
| SIA Engg |
> $6... BIG boom in aircraft delivery will come in 2 years. Just like VICOM testing of 2nd hand cars... :D |
| Direction of STI |
Here it is, the Golden Cross moment that I ve been waiting for. Here I use the EMA instead of the SMA. My personal Strategy for now:-> am mindful t... |
| Saizen REIT |
Quick note on Why 50% of Japanese stay in rental residence.- pp in Jpn are very mobile... workplace is mobile.- rental is stable- expectations of lowe... |
| SIA Engg |
Congrats man. What price will you consider selling? |
| SIA Engg |
Good good deal now... caught it at the right time... now $3.85 :lol: |
| Beat the market - How to? |
Hugh Hendry interview here: http://online.barrons.com/article/SB50001424052748703786004577221590093305080.html?mod=BOL_hps_mag#articleTabs_article%3D1... |
| Gold |
Very sensible. This is what Warren Buffet said recently about gold. http://finance.fortune.cnn.com/2012/02/09/warren-buffett-berkshire-shareholder-let... |
| Elektromotive |
Founded by a nephew of the Sultan of Brunei.His interview here: http://www.youtube.com/watch?v=wOBONSd7fYA"chicken is here, no infrastructure to house... |
| Ecowise Holdings |
Bobby Lim once again. His "midas touch" works in bull mkt. So far so good (marginally). Up 1.77% to $0.115.In contrast, China Fashiopn just announced ... |
| Ecowise Holdings |
SUBSCRIPTION OF 50,000,000 NEW ORDINARY SHARES IN THE CAPITAL OF ECOWISE HOLDINGS LIMITED (THE “SUBSCRIPTION SHARES”) AT S$0.105 FOR EACH SUBSCRIP... |
| Sinarmas |
And finally , their corporate website is up.Sinar Mas Land is a member of Sinar Mas Group. Undoubtedly the largest and most diversified property compa... |
| Sinarmas |
News: http://tangerangnow.com/?p=677BSD City, T-NOW - Sinar Mas Group as the developer of the township, BSD City inaugurated the Sinar Mas Land Plaza,... |
| Beat the market - How to? |
Walter Schloss’ 16 Golden Rules of Investing .... |
| Direction of STI |
This my friends, is how the mkt works.----------Why Sharks Circle You Before Attacking Two great white sharks swimming in the ocean spied survivors of... |
| Beat the market - How to? |
Have a long-term investor’s attitude towards stocks and market fluctuationsInvest with a margin of safety added inDon’t trust anyone who’s glamo... |
| SIA Engg |
This one is now my coffin stock... Picked up loads of it from $3.36 to $3.45Aircraft boom in 2 years time... airlines suffer but MRO is BIG BIG busi... |
| Pac Cent |
PCCW HKT Trust has successfully listed @ HK$4.53 a piece and its current share price is HK$4.97. Why is PCRD share price dropped from 16 cents around ... |
| Ying Li |
Correct... they don't have the scale and capabilities to do it well.Even at 60-65cts, it make sense for a developer to mount a takeover for the compan... |
| ARA |
- Growth guaranteed across cycles. ARA thrives even when the physicalproperty market enters a slowdown, as it is able to increase its AUM whenits priv... |
| Ying Li |
I think logically they may try to securitize the assets. They should be a catalyst to watch out for. If that happens, they get the $ to grow their oth... |
| Sinarmas |
Been steadily climbing from past 2 days. I supposed either 1) some investors suddenly realised this is way way under-valued and do not mind bidding th... |
| MapletreeCom |
Went to ARC (Alexandra Retail Centre) yesterday. Its very small mall that looks to cater just for the office units at PSA Building and perhaps the of... |
| Ying Li |
Yah this one I like. Bot in mid October... Not 22 cts, a few cts up...Buy and sleep with it... |
| Jaya |
Old news by now, but mkt didnt react at all to this. The current owners (investors led by Deutsche) pay 48cts for their stake of 54%. LD 47cts.Jaya ha... |
| Forecasting 2012 |
Random thoughts on 2012. 1. Year 2012 will just be a continuation of 2011. ie. uneven path laden with big humps and potholes. Its fruitless to predict... |
| Biosensors |
One reason why its been running ...-------------------Morgan Stanley recommends counter as top pick for 2012.House expect further expansion of its dis... |
| MIDAS |
OCBC upgrades to Hold from Sell, keeps fair value at $0.31. Says Midas ended 2011 on a positive note by announcing three contract wins amounting to Rm... |
| Bukit Sembawang |
CIMB upgrades to Outperform from Neutral, raises TP to $4.72 from $4.16, says"we sense that the sleeping giant is about to awaken." Says new mgt left ... |
| TT Int |
Spike up almost 4X tdy.Lastdone 5cts. High 6cts tdy.Counter is spiking after news that Lucrum Capital may invest $200m into co’s wholly owned subsi ... |
| GMG |
GMG: DBSV upgrades GMG to HOLD from Fully Valued, as the recent share price decline now offers 4% upside to house revised post-rights TP of $0.125 (Pr... |
| Forecasting 2012 |
SG Strategy 2012 by IIFL: IIFL releases their 2012 strategy report, and note that 2012 may well be another year of negative return for the STI, after ... |
| Forecasting 2012 |
Will the bull return in the Dragon year? Spore market may turn around as soon as 1Q12, recovery always coincides with the trough in the economy. bot... |
| Gold |
Good article : http://www.kitco.com/ind/Holmes/holmes_dec122011.html |
| Western debt crisis |
Its all too familiar... this BT / Bloomberg story published today relate it so well...http://www.businesstimes.com.sg/sub/news/story/0,4574,468948,00.... |
| Western debt crisis |
Good one.a lesson from George Orwell..." When the reward is great, the effort to succeed is great, but when government takes all the reward away, no ... |
| REITS and Properties |
Nice illustration of the latest tax measures..It shows that if a foreigner buy a $2m property from today, he has to come up with an additional $254,60... |
| Western debt crisis |
Nowadays the "good news" from Europe are news that they are delaying the problems for a few months to a year or two. |
| REITS and Properties |
Mother of all measures in recent year by Mr Khaw.Likely no thanks to increasing foreigners' participation in suburban condos. Quote on this latest con... |
| Hu An |
Another one biting the dust?Last done only 12cts. |
| Commodities |
Nice chart.. silver. |
| Chasen |
The warrant is a wilder play! |
| DynaMac |
Dyna-Mac, clsa issues UNRATED report= a builder of topside modules for FPSOs that is 28% owned by Keppel.=Management is confident of obtaining new ord... |
| Forecasting 2012 |
JPM ------Stock multiples and scope for re-ratingThe Singapore market is trading at 12.5x FY12 EPS onour estimates (a slight premium to the MSCI Asia ... |
| Western debt crisis |
Got this on my email.Nick Parsons on his daily comment which summarizes today's problems in a very "quaint" way. Europe cannot cut its way to growth b... |
| REITS and Properties |
Neat table on the REITs currently. Good to print out and keep. |
| Noble Group |
Closed at day low of $1.065. GS latest report doesn't help.--------------------Noble Group Limited, gs maintains BUY with TP S$1.55 (from S$2.25)=Retu... |
| Jokes |
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| Current Affairs |
http://www.theonlinecitizen.com/2013/11/what-is-it-about-the-singaporemalaya-merger-and-operation-coldstore/The Online Citizen speaks with Dr. Thum Pi... |
| Reflections |
Chinese Words of Wisdom for Modern Day Living:When we are in heavenOur money will still be in the bank. When we are aliveWe don't seem to have enough ... |
| Reflections |
1. No point using limited life to chase unlimited money.2. No point earning so much money you cannot live to spend it.3. Money is not yours until you ... |
| Jokes |
> =================================> Ah Beng buys a new mobile. > He sends a message to everyone in his Phone Book & says, > 'My M... |
| Reflections |
Life is uncertain. Death is certain. There are those who are alive but doesn't live a lifeThere are those who died but their legacy lived onWe work ha... |
| Reflections |
A very poor man lived with his wife. One day, his wife, who had very long hair, asked him to buy her a comb for her hair. The man felt very sorry but ... |
| Notable Quotes |
Balotelli: "When I score I don't celebrate, because I do my work. When the postman delivers your letters, does he celebrate?" |
| Reflections |
In ancient Greece (469 - 399 BC), Socrates was widelylauded for his wisdom. One day the great philosophercame upon an acquaintance, who ran up to him ... |
| Reflections |
Expecting the world to treat u fairly coz u r a good person is likeexpecting the lion not to attack u coz u r a vegetarian. Think about it. |
| Reflections |
For once, a worthy interviewee on Sunday Times' "Me and My Money". This gentleman has surely made it.... instead of "trying to make it" as most interv... |
| Reflections |
Spent some time reading a book "Why we want you to be rich" by Donald J. Trump and Robert T. Kiyosaki. The main message of the book is to help middle ... |
| Jokes |
1. Understanding EngineersTo the optimist, the glass is half-full.To the pessimist, the glass is half-empty.To the engineer, the glass is twice as big... |
| Jokes |
My friend, who is a the head of Human Resources at a very large bank, says that the best excuse for absenteeism, that he had ever received in his c... |
| Jokes |
Arthur is 90 years old. He's played golf every day since his retirement 25years ago. One day he arrives home looking downcast."That's it," he tells hi... |
| Current Affairs |
Quote of the day."If the annual salary of the Minister of Information, Communication and Arts is only $500,000, it may pose some problems when he disc... |
| Music |
Haa... listen to this song: http://www.youtube.com/watch?feature=player_embedded&v=TU1mTxIMnBg |
| Jokes |
WAITING TO ENTER PARADISE ========================== When everybody on earth had died and were waiting to enter Paradise, God appeared and said, "I wa... |
| Jokes |
The 'Perfect Password' A woman was helping her husband set up his computer, and at the appropriate point in the process, the computer advised ... |
| Reflections |
Great short video: http://www.youtube.com/watch?feature=player_embedded&v=vksdBSVAM6g |
| Current Affairs |
Budget tomorrow... here is a nice story to justify the govt spending great efforts to lure the rich over to SGP as citizens.How the rich are protectin... |
| Reflections |
Non-Violence in parentingDr. Arun Gandhi, grandson of Mahatma Gandhi and founder of the M.K. GandhiInstitute for Non-violence, in his June 9 lecture a... |
| Current Affairs |
COE prices dampening measure .... TickHousing costs dampening measures .... TickMillions thrown at upgrading housing estates .... TickRegisters of Ele... |
| Reflections |
A C-130 was lumbering along when a cocky F-16 flashed by. The jet jockey decided to show off. The fighter jock told the C-130 pilot, ' watch this! ' a... |
| Reflections |
From an email...----------------------The Story: SELLING COMB TO THE MONK There was one company "manufacturing combs" which intends to expand its busi... |
| Reflections |
THE ANTOne morning, I wasted nearly an hour watching a tiny ant carry a hugefeather across my back terrace. Several times it was confronted byobstacle... |
| Jokes |
DEAF WIFE..... A man feared his wife wasn't hearing as well as she used to and he thought she might need a hearing aid. Not quite sure how to ... |
| Current Affairs |
Someone shared the following cases : (1) Today I passed by a building which has an ATM machine. There was an old man looking at me. Suddenly, he cal... |
| Current Affairs |
All the fog out there... better watch our health. Check this site for updates. http://app2.nea.gov.sg/psi.aspx |
| Trivials |
This is not a joke question.Now try solving this one !!!!! No cheating..... try it then only scroll down for the answer.... Btway , stop scr... |