SJM Holdings (880) said the Macau government has approved its plan to develop a casino resort in the Cotai area.
Tuesday, October 23, 2012
Sunday, October 7, 2012
EBOOK : The Intelligent Investor - Benjamin Graham
Hi All Readers,
If you're looking for this ebook, you can contact us by post your email at comment session.
Thanks.
If you're looking for this ebook, you can contact us by post your email at comment session.
Thanks.
Saturday, October 6, 2012
Investment Review : Altera, Agilent, Danaher
A Precious Message to Reader....
"Forget about advanced/core technology in technology company. Nowadays, we're talking about ROIC, Merger & Acqusition strategy to grow company working capital..."
Let's see what happen in these 4 companies.
Stock Performance from April 2001 - Oct 2012
No. 1 ---- Danaher - 315.54%
No. 2 -----Altera - 58.6%
No.3 ------Agilent - 27.55%
No. 4 ------Intel - - 13.14%
Business Description
Danaher - Investment Holding Company - Focus on Merger & Acquisition in Technology Company with leveraged buyout.
Altera - FPGA Chips, SoC manufacturer
Agilent - Test & Measurement, Life science analysis
Intel - Intel Processor
Conclusion:-
1) If you spend your investment capital in Intel/Altera/Agilent, you can't beat inflation.
2) The technology company CEO is not a good investor. Don't trust them !
3) If you hold any technology company share, you should sell it as soon as possible.
4) Future is about Investment and how to beat inflation over long term.
Friday, September 7, 2012
Sept 2012 : Export Slump !
The economic indicator is telling us, the economy downtrend is happening. :)
Wilmar International Limited : A good buy ?
Market Cap : S$19.91B
Total Brokers : 26
Rating
14/26 : Hold
6/26 : Strong Sell
2/26 : Sell
Financial Briefs :
BRIEF: For the six months ended 30 June 2012, Wilmar International Limited revenues increased 7% to $21.49B. Net income decreased 52% to $373M. Revenues reflect Merchandising & Refinery segment increase of 6% to $17.21B, Sugar segment increase of 27% to $1.3B. Net income was offset by Finance costs increase of 54% to $322.8M (expense), Other Operating Expenses increase of 77% to $99.3M (expense).
Comments :
For me, bad rating, mean good chance to buy quality share like Wilmar International.
Question : Is this a good time to accumulate Wilmar International Limited share? Price range?
The best/value buy is S$1.50-S$2.50. Current market price is S$3.00. We have to wait this share drop another 18-20%.
Total Brokers : 26
Rating
14/26 : Hold
6/26 : Strong Sell
2/26 : Sell
Financial Briefs :
BRIEF: For the six months ended 30 June 2012, Wilmar International Limited revenues increased 7% to $21.49B. Net income decreased 52% to $373M. Revenues reflect Merchandising & Refinery segment increase of 6% to $17.21B, Sugar segment increase of 27% to $1.3B. Net income was offset by Finance costs increase of 54% to $322.8M (expense), Other Operating Expenses increase of 77% to $99.3M (expense).
Comments :
For me, bad rating, mean good chance to buy quality share like Wilmar International.
Question : Is this a good time to accumulate Wilmar International Limited share? Price range?
The best/value buy is S$1.50-S$2.50. Current market price is S$3.00. We have to wait this share drop another 18-20%.
Saturday, July 28, 2012
Foxconn’s Indonesia Plans May Hit Infrastructure Pothole
JAKARTA –While electronics giant Foxconn Technology Group is thinking of coming to Indonesia for the country’s inexpensive workforce, analysts say it will also have to consider the country’s outdated infrastructure before it starts making iPads and other gadgets here.
More...
More...
Thursday, July 26, 2012
Altera 2nd Quarter Results
Altera (ALTR +12.19% to $34.41) reported 2Q sales of $464.8M, up 21% QoQ and down 15% YoY. Net income was $162.7M or $0.50 per diluted share compared with net income of $115.8M or $0.35 per diluted share in the 1Q and $214.6M or $0.65 per diluted share in the 2Q of 2011.
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