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Alen

Recent activities

September 11, 2011 by Alen
It has been a while since I last wrote something. The financial market is hit by double worry, Euro debt problem plus slowing down US economy. I guess it will be a while for the market to sort out the direction. Therefore, I have took the pain to cash out on some of the holdings [...]

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S&P downgrade US to AA+ rating

August 6, 2011 by Alen
Latest news, S&P downgraded US rating to AA+, one level down from AAA. It is going to unsettle the market for next week. Expect more downside for the stock market. The good part is I didn’t really buy a lot these few months, waiting for more opportunity. After the US debt ceiling soap opera, the [...]

in Categories: Investing

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Another S chip going

August 1, 2011 by Alen
Today, one of the stock in my portfolio – C&O Pharm announced the general offer by Shionogi & Co. This shows that although the market has so far ignored the good china company, there are people recognise the value. First, it was Hsu Fu Chi, offer by Nestle. Now, it is Shionogi & Co offer [...]

in Categories: Shares and Derivatives

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Stock melt down

March 15, 2011 by Alen
Bad things come one after another. Inflation fear, middle east unrest, tsunami and the now nuclear plant blast. The situation is indeed worrying, I do hope it is under control and everybody will be safe. Market selling accelerated. I think it is panic selling, since nobody can predict the consequence of a nuclear melt down. [...]

in Categories: Market Review and Trends

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My recent sell decision

March 13, 2011 by Alen
Market volatility has returned, starting with middle east and africa unrest, follow by last week Japan earth quake. My portfolio is back in red again. I sold away some of the counters in order to make the portfolio more concentrated. I also kind of realised that small cap, although offer potential great return, also comes [...]

in Categories: Shares and Derivatives

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Buying on hope

March 1, 2011 by Alen
Every investor has different expectation of the share he/she bought. Ultimately, everyone wants to make money. For big company, to attract investor willing to buy company’s share is not difficult. The earning is stable and growing slowly. Some are of course grow faster and has high PE. For smaller company, attracting investor money is more [...]

in Categories: Investing

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Happy golden rabbit year

February 1, 2011 by Alen
Wish all a Happy Chinese New Year and Golden rabbit year. I hope this year will be good for stock market. After the initial rally, market is having a correction now. There are possible buy if the price is attractive. I may post again on my find and stock bought.

in Categories: Market Review and Trends

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OUE – Analyst love it

January 18, 2011 by Alen
For the past one weeks, two brokers initiate coverage on OUE Ltd. The target price given is quite close, around $4.2. The stock was also covered in the edge year end issue. Why the buzz around the company? The draw: - Office rental recovery - Hotel business doing well as more tourist arrive - More [...]

in Categories: Shares and Derivatives

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Wilmar diversify into property

January 17, 2011 by Alen
Few weeks ago, Wilmar announced the plan to go into China property development with Kerry properties and Shangri-la. Wilmar’s job will be sourcing the site for development with their connection, the partners will be managing the development. The market reacted negatively on the deal. The logic is simple. Why diversify into something that is new [...]

in Categories: Shares and Derivatives

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Selling Longcheer was a good decision

January 14, 2011 by Alen
Longcheer is a handset design company which has customer in China, India and other emerging market. I bought into the company share after being highlighted by Lim & Tan. The company is paying good dividend, having sufficient good return on equity, low valuation and business is doing well. Later on, DBS Vickers also recommended the [...]

in Categories: Shares and Derivatives

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2011 – A new start

January 2, 2011 by Alen
2010 was a busy year for me. The project work and constant OT took most of my time. However, I still manage to squeeze out sometime for investing. 2007-2008 Since the sub prime crisis, the global economy has gradually recovered. The pace of US recovery is still pretty slow and China has taken a bigger [...]

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China Animal powerful rally

December 7, 2010 by Alen
China Animal rallied 9% today. The powerful rally could be due to the news that the company is looking at increasing work force and M&A next year. The other reason could be the coming HK listing. I have high hope on China Animal. If things turn out to be what analysts have predicted, the earning [...]

in Categories: Shares and Derivatives

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What to buy?

November 20, 2010 by Alen
This is a lazy afternoon, sitting in front of the computer, just want to let my mind be empty. However, read some blog entries, this trigger me to write something. The market remain uncertain as the economy data is not so rosy. In view of US QE2 measure and the general comment I read every [...]

in Categories: Market Review and Trends

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Eratat promising turn around and low valuation

November 8, 2010 by Alen
Eratat has just released the Q2 result. A quick scan on the financial statement: For 6 months result, Gross profit +3.3% Because of reduced in expenses, Operating profit increased 23.4% Trade receivable is quite high at 347,747 because of lengthen credit term Current liabilities 130,968 Cash and bank balance 131,936 Margin improvement +2.8% for 6 [...]

in Categories: Shares and Derivatives

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Long term share investment is about compounding growth

September 20, 2010 by Alen
The primary reason for people wanting to trade stock is to buy low sell high. So, they can earn the price difference. Market is driven by greed and fear. Many people made wrong decision because of emotional factor, which causes them to sell low and buy high. Buying stock is different from buying things from [...]

in Categories: Investing

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Better US job data send market soaring

September 11, 2010 by Alen
Last Friday, US release better than expected job data, this cause the worldwide market to soar. I think economy is a complex system where nobody has exact idea on where it will head to. Sometime analyst or economist is right, sometime is wrong. Market has been bearish for quite sometime and this could be the [...]

in Categories: Market Review and Trends

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Keep in mind the megatrend

September 6, 2010 by Alen
For fundamental investors, some focus solely on the company fundamental and pay little attention on the economy or industry condition. Some will combine the technical analysis or other factor in analysing the company. Although I am fundamentalist, I also take note of the megatrend around us. A simple example and also my favourite will be [...]

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Bull or bear, where market going to next?

July 22, 2010 by Alen
As this juncture, the direction of the market is less clear to most of the people. Some are still fearful for the Europe problem or the double dip situation. They haven’t happen yet, but there is still posibility. As fundamental investor, I am less concern on the market direction. If you know the company you [...]

in Categories: Market Review and Trends

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