Re:Sinotel Technolog... by neontet12th, Mar. 06:48 PM Very reassuring to know that Sinotel is getting higher in the val...
Re:Hotung by sgmarket12th, Mar. 05:27 PM Ah... just announced that one of its directors have bought 3milli...
Re:Design Studio - e... by newbie12312th, Mar. 04:15 PM Think like Design Studio and Kingsmen Creative have rested too lo...
Re:Hotung by sgmarket12th, Mar. 03:25 PM 1. Shares trading at steep discount of 0.55 P/BV
2. Announced di...
Re:Hiap Hoe by sumer12th, Mar. 02:21 PM Hiap Hoe went ex-bonus yesterday. The theoretical ex-bonus price ...
Business opportunities in global slowdown (part 2)
Written by Sim Kih
Wednesday, 25 March 2009
Thomson Medical's CEO Allan Yeo talks to investors at Financial PR's conference room. Photo by Sim Kih
IN PART 2 of a series of 3 reports covering 7 companies which presented at Financial PR’s investor roadshow last week, we identify pockets in industries and geographic markets where business opportunities still abound.
These include: * a historic development in China’s telecommunications industry this year;
* Vietnam’s shortage of medical facilities; and
* Singapore’s construction demand that is spilling over to marine transportation.
* The Dow shot up this morning by 497 points, or 6.8%, to 7,776 on positive reaction to Treasury Secretary Tim Geithner's US$1 trillion plan to help banks get rid of bad assets.
* The next “bull-market” rally has begun and there are bargains in every emerging market following a record slump in stocks, Templeton Asset Management Ltd.’s Mark Mobius said.
A DEAR FRIEND and someone I had worked with, Chew Sok Chuang, is suddenly gone. She died two days ago.
She went for surgery in Aug 07 after being diagnosed with cancer.
Sok Chuang is best known for having headed Westcomb Financial’s research team for a good number of years before she joined Temasek Holdings in mid 2007.
It is believed she was head hunted by Temasek for accurately predicting during September 2006 that the Straits Times Index would rally another 20% to reach 3,000 points just a few months before that event came to pass.
Sok Chuang’s wake is being held now until Wed morning on 25 March at the Singapore Casket on 131, Lavender Street.
MY EYES went wide open when I saw three super-sized limousines at a major furniture fair in Dongguan, China, recently.
The limos were used by Kuka, a China furniture manufacturer, to ferry its overseas visitors around - and to wow them, obviously.
Also participating in the fair was Man Wah Holdings, a Singapore-listed company, whom I visited and spoke with for insights into how its business was faring. Full article: MAN WAH: Insights into its business at a major fair
Strong consumer trends in China
Sunday, 22 March 2009
Source: Xtep
CHINA IS stimulating its domestic consumption in order to offset the negative impact of sliding export demand. One of the key initiatives is the promotion of rural consumption.
HK-listed Xtep International, which has about 50% of its stores located in major agricultural provinces, iswell-positioned to benefit as income in those areas rise.
musicwhiz: In a severe bear market, it makes sense to be careful of putting down too much money all at once, as there is no indication the recession is going to lift anytime soon. What I can suggest from personal experience is to average down slowly on companies you feel very confident of, and which you have researched independently (not based on analysts' reports).
eason: Thank khalid for telling me. however, i oredi checked it 3 days ago. Now i'm targetting for sinotech, because i found Li WenHeng (CEO/MD) is accumulating or increasing his shares held in sinotech.
dello: Oceanus looks like a bargain at 11 cents. never expected it to become so cheap. Interesting to note from annual report that Yap Siew Khim, the CFO of Springboard-Harper, has 30+ million shares in Oceanus. Springboard-Harper is Dr Ng Cher Yew's own investment company. Dr Ng, of course, is the exec chairman of Oceanus.
To view and contribute postings, click on INVESTOR FORUM on the top left-hand corner of this page.
Properties get cheaper....
Friday, 20 March 2009
***Over 500 people read this within 24 hours!
Source: Agents, URA, CIMB-GK
THIS TABLE paints a picture of the downward pressure that the property market is experiencing.
***News to make you smile: The Dow rose 91 points this morning!
Slowdown offers companies with cash opportunities to buy land and plants, says GMG CEO Elson Ng. Photo by Sim Kih
EARNINGS VISIBLITY is uncertain for many businesses but at Financial PR's office yesterday, investors got to meet 3 listed companies which are confident about their prospects.
CWT’s CEO, Mr Loi Pok Yen, GMG’s CEO, Mr Elson Ng, and Westminster Travel’s finance director, Mr Henry Chu, had one common message for the 30-odd investors they met yesterday.
”There are business opportunities in a global slowdown.”
*** News to make you smile: The Dow shot up 179 points this morning!
Poverty has deprived more than a few youths in rural China of education opportunities. Photo by Goh Chee Kiong.
CHINA’S LAW requires all its citizens to be educated at least 9 years up to junior high, but early school leavers are all too common in its rural areas.
If strictly implemented, this law will result in 1.86 million fewer laborers entering the job market this year, providing some relief for its over-saturated job market, according to China's Academy of Social Sciences.
Also, China’s public spending on education last year was only 2.5% of GDP, far short of its legal mandate of 4%.
Given the government's impetus to address these issues, China’s stimulus on education spending from its four-trillion yuan budget may be just a start.
IT"S SOMETHING to really take note of: Federal Reserve Chairman Ben Bernanke said America's recession "probably'' will end this year if the government succeeds in bolstering the banking system.
Bernanke's comments came in an interview on CBS' programme, 60 Minutes. The interview was the first in 20 years with a sitting Federal Reserve chairman.
THIS IS part 2 of a report based on our interview with Daniel Glinert, chairman of Sarin Technologies, by teleconference. Mr Glinert was speaking from Chennai, India, where he was on a business trip.
***News to make you smile!
