mrmooninvestment.blogspot.com
Articles: Investment Strategies: BT: Deleveraging: the real cause of market mayhem (14 Oct 2008)
http://mrmooninvestment.blogspot.com/2008/10/bt-deleveraging-real-cause-of-market.html
Tuesday, October 14, 2008. BT: Deleveraging: the real cause of market mayhem (14 Oct 2008). Deleveraging: the real cause of market mayhem. Still, the situation has not stabilised; the crisis continues. It's as if the firefighters had arrived at the burning home and turned more hoses on the flames, but the conflagration raged anyway. What's going on? Deleveraging' - a shift from excessive debt towards more capital - is inevitable and desirable in the long run. The trouble is that, in the short run, it...
portfolio-re-view.blogspot.com
My Portfolio Review: Elec & Eltec (Electronic, PCB Industry)
http://portfolio-re-view.blogspot.com/2006/07/elec-eltec-electronic-pcb-industry.html
Saturday, July 01, 2006. Elec and Eltec (Electronic, PCB Industry). Compared with FY01, FY05 profit trend was lower, suggesting a lower GP compared with 5 years ago. From FY 2005 annual report and the outlook for FY 2006 is quite positive, also evident from the YTD 9 months' results. The Chairman has cited the following as the risks factors:. 1 Increase in minimum wages costs in mainland China. 2 Macro economic policies adopted by the Chinese Government in regulating its overheated economy.
portfolio-re-view.blogspot.com
My Portfolio Review: MIIF - 86 cts @ 02 Jun 2006 (Infrastructure Fund)
http://portfolio-re-view.blogspot.com/2006/06/miif-86-cts-02-jun-2006-infrastructure.html
Sunday, June 04, 2006. MIIF - 86 cts @ 02 Jun 2006 (Infrastructure Fund). Using daily closing price and total traded shares, the average transacted price over total volume is at 1.0538. Share transactions Since IPO. 1 New shares issued : 453,123 lots @ 96 cts - Nov 2005 (below price for original IPO investors). 2 Open market purchase : 1,230 lots @ $1.01 - Mar 2006 (HSBC INVESTMENT BANK HOLDINGS plc ). 3 Open market sales: 1,488 lots @ 87.5 -89.5 cts - 24 May 2006 (HSBC HOLDING PLC). From the online disc...
portfolio-re-view.blogspot.com
My Portfolio Review: Merrill Lynch Report - REITS (30 May 2006)
http://portfolio-re-view.blogspot.com/2006/06/merrill-lynch-report-reits-30-may-2006.html
Saturday, June 03, 2006. Merrill Lynch Report - REITS (30 May 2006). The Singapore REIT sector has experienced average share price declines of -5% over the past month which is better than Singapore developers -10% and the Straits Times Index at -7%. The best performing REIT has been Ascott Residential Trust (ACTRF, ,1.14) and the worst has been Mapletree Logistics Trust (XHWAF,B-1-7,S$0.92). Stable interest rate outlook. Our preferred picks within the sector are Prime. XHWAF,B-1-7,S$0.92), Suntec REIT.
portfolio-re-view.blogspot.com
My Portfolio Review: September 2008
http://portfolio-re-view.blogspot.com/2008_09_01_archive.html
Saturday, September 20, 2008. BT: Bank preference shares here take a beating (19 Sep 2008). Bank preference shares here take a beating. Those sold to retail investors fall below $100 offer price, but selling activity is low. By SIOW LI SEN. SINGAPORE banks' preference shares, which only a few months ago were in great demand, have plunged in price amid the global market turmoil. As a result, the Singapore banks' Singapore dollar hybrid bank capital papers are also affected,' said Mr Lee. OCBC Cap Corp pre...
mrmooninvestment.blogspot.com
Articles: Investment Strategies: BT: Diversify to absorb shocks (20 Sep 2008)
http://mrmooninvestment.blogspot.com/2008/09/bt-diversify-to-absorb-shocks-20-sep.html
Sunday, September 21, 2008. BT: Diversify to absorb shocks (20 Sep 2008). Diversify to absorb shocks. Regular, diversified investing over long term is best for retirement portfolio, says Genevieve Cua. Should you take a vastly difference stance towards asset allocation? After all, correlations have clearly and distressingly shot up, obviating any diversification benefit you previously may have reaped through your asset combination. This means taking a portfolio approach to your investments, picking asset...
portfolio-re-view.blogspot.com
My Portfolio Review: July 2006
http://portfolio-re-view.blogspot.com/2006_07_01_archive.html
Saturday, July 01, 2006. Elec and Eltec (Electronic, PCB Industry). Compared with FY01, FY05 profit trend was lower, suggesting a lower GP compared with 5 years ago. From FY 2005 annual report and the outlook for FY 2006 is quite positive, also evident from the YTD 9 months' results. The Chairman has cited the following as the risks factors:. 1 Increase in minimum wages costs in mainland China. 2 Macro economic policies adopted by the Chinese Government in regulating its overheated economy.
portfolio-re-view.blogspot.com
My Portfolio Review: Mini Bull in my Portfolio for Jan'06
http://portfolio-re-view.blogspot.com/2006/01/mini-bull-in-my-portfolio-for-jan06.html
Saturday, January 21, 2006. Mini Bull in my Portfolio for Jan'06. My portfolio has been on a downward trend since Feb05 and after hitting a low in Nov05. As of 20 Jan'06, it had rebounded by S$10K from Dec05-Jan06 period on the back of recovery of China Stocks. In order to lock-in some of the profits, I took profit on Celestial (1 lot, balance 3), Hongguo (6 lots, balance 26) and Sunray (15 lots, balance 15) for a total profit of $1.5K. Posted by mrmoon at 11:40 AM. JEL (Consumer Products, Distributor).
mrmooninvestment.blogspot.com
Articles: Investment Strategies: BT: Time to buy? No - patience is a virtue (02 Oct 2008)
http://mrmooninvestment.blogspot.com/2008/10/bt-time-to-buy-no-patience-is-virtue-02.html
Thursday, October 02, 2008. BT: Time to buy? No - patience is a virtue (02 Oct 2008). No - patience is a virtue. WHENEVER stock markets behave as they are now, it's tempting to ask whether it's time to 'bargain hunt'. Indeed, as each passing day brings a new low - be it 24, 25 or 26 months for the Straits Times Index - the temptation to buy probably grows stronger, aided no doubt by a steady stream of 'buy' calls from brokers, all and sundry. So will it soon be time to buy? From its all-time high, the Do...
mrmooninvestment.blogspot.com
Articles: Investment Strategies: BT: Value hunting on the Street (22 Sep 2008)
http://mrmooninvestment.blogspot.com/2008/09/bt-value-hunting-on-street-22-sep-2008.html
Monday, September 22, 2008. BT: Value hunting on the Street (22 Sep 2008). Value hunting on the Street. Tried and proven value investing is the way to go in these times and it may be time to start nibbling at some value stocks now, says JASON LOW. In his book Wall Street On Sale, author and value investor Timothy Vick talks about picking assets on the cheap. And it seems that bearish times like these are when value investors come out hunting for bargains. In financial markets, however, there appears to b...
