tag:blogger.com,1999:blog-2011194091106156925.post5688722196172389441..comments2024-03-27T14:09:10.049-07:00Comments on Sillyinvestor: Porter's five forces analysis: Yangzijiang and UobKayhianUnknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2011194091106156925.post-64408639890073423532018-10-04T23:02:03.204-07:002018-10-04T23:02:03.204-07:00Hello Everybody,
My name is Mrs Sharon Sim. I live...Hello Everybody,<br />My name is Mrs Sharon Sim. I live in Singapore and i am a happy woman today? and i told my self that any lender that rescue my family from our poor situation, i will refer any person that is looking for loan to him, he gave me happiness to me and my family, i was in need of a loan of $250,000.00 to start my life all over as i am a single mother with 3 kids I met this honest and GOD fearing man loan lender that help me with a loan of $250,000.00 SG. Dollar, he is a GOD fearing man, if you are in need of loan and you will pay back the loan please contact him tell him that is Mrs Sharon, that refer you to him. contact Dr Purva Pius,via email:(urgentloan22@gmail.com) Thank you.Urgent Loanhttps://www.blogger.com/profile/15995450757099625977noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-69788459868139828042013-10-07T00:11:22.000-07:002013-10-07T00:11:22.000-07:00I have recently read your sharing on UOBKH. I quit...I have recently read your sharing on UOBKH. I quite agree with your opinion of this company. I only kept 1,000 shares for the purpose of receiving AR and annual buffet reception during AGM. The yield is just too low for my liking for the time being. By the way, how many companies are you able to follow and keep watch under your radar screen?Kev Tangnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-41272894999242073062013-10-07T01:48:36.000-07:002013-10-07T01:48:36.000-07:00Not many, I owned SPH, Nam Lee, Sabana Reit, Lippo...Not many, I owned SPH, Nam Lee, Sabana Reit, Lippomall Reits, Yangzijiang and golden agri only.<br><br>I compare quite a number of industrial reits before I go for Sabana, of the many, I will like to own Acendas Reit if I have the opportunity.<br><br>The initial part of research is the most tedious, after you have the spreadsheet ready, and the historical announcements and AR read, it does not take a lot of time to follow up on the company and industrial news, there won't be SGX announcement everyday, quarter reports come only in 3 months interval. <br><br>Those that I have some preliminary reading and research and are in my radar screen are:<br><br>Bluechips:<br>Sats<br>Singpost<br>SGX<br><br>SMEs<br>QAF<br>UOB kayhian<br><br>Smaller companies:<br>Transit concrete<br>PNE industrial<br><br>Properties:<br>LKH<br>CES<br>Sim Lian<br>Wingtai<br><br>Foreign themes<br>First resources<br>First Reit<br>Sinarmas Land<br><br>Reits/ Trusts<br>Suntec<br>HPHT (sold recently)<br>Cambridge & Soilbuild<br><br>Gold ETF<br><br>I would really like to attend AGM, my work is quite hectic. I would really like to attend one.<br><br>I would also like to track more companies, at least do the initial hectic research, which will usually take nights, so that I can pound on opportunities. For example, if I see Kayhian at $1.2 or even below $1.5, I will be drooling if nothing fundemental changes. I am waiting for SGX to go below $6.5 too.sillyinvestorhttp://sillyinvestor.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-62307735020066165042013-10-07T02:49:02.000-07:002013-10-07T02:49:02.000-07:00Great! I am vested in YZJ too. I happen to have m...Great! I am vested in YZJ too. I happen to have my eyes on Sabana too. I like their current yield, but quite uncomfortable with their private placement decision. I have been waiting for Wilmar for quite a while, and still waiting. Guess I could always share notes with you, especially on those that you are watching closely.Kev Tangnoreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-67612402761300814552013-10-07T03:28:56.000-07:002013-10-07T03:28:56.000-07:00Yes kelvin,The placement decision is not the only ...Yes kelvin,<br>The placement decision is not the only bad decision, they need to prove the decision to buy a half vacant AMD building is wise by filling it up quickly(3-6 months)<br><br>They will announce results on 17 oct, the day debt ceiling either get lift or get a momentarily default. Hope they announce about the leases they are going to be renew. <br><br>I will not buy anything yet until the debt ceiling get lift, market is thinking it will get lift. I think if it drag a bit longer, market will start to get jittery. If everything goes well, I am quite heavily into market, and dun mind too.<br><br>Sure, waiting to hear for your findings!! Great to have someone to compare notes with.sillyinvestorhttp://sillyinvestor.wordpress.comnoreply@blogger.com