EBOOK : The Intelligent Investor - Benjamin Graham

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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.

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%.




 

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coming to Indonesia for the country’s inexpensive workforce, analysts say it will also have to consider the country’s outdated infrastructure before it starts making iPads and other gadgets here.


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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.

IHH Stages Strong Trading Debut

KUALA LUMPUR—After raising $2 billion in the world's third-largest initial public offering this year, IHH Healthcare Bhd., Asia's largest hospital operator by market value, staged a solid trading debut in Malaysia and Singapore on Wednesday.

The hospital operator's shares opened at 3.07 ringgit (97 U.S. cents) on the Malaysian stock exchange, 9.6% above their the IPO price of 2.80 ringgit, as investors scrambled to buy into what is viewed as a recession-resistant business, and ahead of the stock's inclusion in the country's benchmark index expected as soon as Aug. 1.

With 390 million shares changing hands, they closed up 10% at 3.09 ringgit, valuing the company at US$7.8 billion, the world's second-largest health-care provider by market capitalization after HCA Holdings Inc. HCA +1.50% of the U.S. at US$11.7 billion. Malaysia's benchmark 30-share FTSE Bursa KLCI index ended up 0.2% at 1635.09.

The offering adds to Malaysia's reputation as a hot spot in a tepid global IPO market after another local firm, Felda Global Ventures Holdings Bhd., 5222.KU -0.94% raised $3.3 billion last month in 2012's second-biggest share offering. Facebook Inc.'sFB +1.93% $16 billion deal tops this year's list.

The gains by IHH, which runs hospitals in Singapore, India and Turkey, were partly due to its backing by the Malaysian government and strong demand from 22 cornerstone investors, which are guaranteed large allotments in an IPO in exchange for agreeing to hold the shares for a certain period. Such investors also boosted Felda's IPO, as their presence helps calm jittery investors in a weak global market.

The cornerstone investors in the IHH offering, including the sovereign-wealth funds of Kuwait and Singapore and the investment arm of the World Bank, collectively took up close to two-thirds of the total shares that were offered.

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