Wednesday, August 29, 2012

Companies that i want to look in depth

QAF- Sound business of bakery, but low barrier of enteries, market leader position for years, maybe close to a decade???

Spin off of company a potential catalyst, expanding into china, bakery business.

Diary farm

NOL, strategic investment singapore, might be nationalised. bottom of cycle?200% return??? Look more into details. When its trading at $4,what is its profits??? no. of years of cycle???

Defensive and big market presence.

1) Telcos

2) Utility- what companies???

Maybe i should really sell my s-chips to raise funds



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