Author: Athena Trader

Remembering my first overseas foray

Since CNY is coming, it was time for me to do spring cleaning and I chanced upon some documents which brought back memories of me buying my first overseas stock. I had watched it for ages and it finally fell to the levels where I want to buy in at. Back then, I don’t have much cash so I can’t exactly buy whenever I want.I still remember buying two lots separately on the same day as I averaged out my purchase price and it recovered before the market closed for that day. It was such an exciting day although...

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Levelling up from ABC with BAT

I am not sure how many people who read my ABC (Antecedent, Behaviour, Consequences) article previously tried it out but it has changed my life and that of ACCICB. Of course it was made easier since our puppy reinforced that concept to us every single day.Recently we changed our harness for our puppy and had our trainer come by to teach us how to use it. During that training session, we learned about BAT which stands for Behaviour Adjustment Training and is more powerful than ABC. BAT is a training method to help dogs who experience fear, frustration and aggression....

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10 Things I wish I knew before I started Investing

1. Decide whether you are looking for capital gains, dividends or am greedy like me and want both! This will help you to narrow down the industries to look at and then the companies which you would like to own 2. Have a sizeable sum of money (a couple of thousands would be good enough) to start off. With the new and smaller 100 lots per counter, you have so much more options and at a cheaper price especially if you are going to use iOCBC since they have a current promotion with lower fees! Click herefor more details...

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k1 Ventures Ltd (K01)

Image credits K01 website Another blogger wrote about k1 Ventures Ltd (K01) recently and that caught my eye so I went to take a look as I was rather interested to find out more. When I told ACCICB about this stock, his first question was the daily trading volume and the current price. I think it being a penny stock didn’t interest him but I think it could be a good stock to hold as after all, not everybody, myself included, has that much money to invest in stocks. K01 is an investment company and their current investments are...

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Musing about Jerkyll + Hyde

There have been a number of recent Korean drams that are about Jerkyll + Hyde and I find myself thinking whether it is good to be Jerkyll + Hyde when it comes to investing. After all, sometimes being the same person does not do you any good in the stock market. Sometimes you need to transform yourself into a different animal and maybe that will help you find success in the markets. But there is also one personality, either Jerkyll or Hyde that will try to get rid of the other since 2 personalities can’t exist in one person....

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The allure of the annual report (Part II)

As promised, here’s the remaining section of the annual report that I will read through to see whether this company is worth investing in. I will be using Christian Dior’s (CDI) 2013 Annual Report as a reference. Sorry I took such a long time to post this, I was busy with lizard hunting in my garden. Business risk factors and insurance policy  I kinda like this section as risks are inevitable and what I am looking for is how the company manages their risk. There are four ways of managing risks which I learned when I was in school....

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The allure of the annual report (Part I)

First off, thanks to SMOL for telling me that my comments section is koyak again. I thought I fixed it after Ladykiller told me the last time but no it seems that I totally suck at tech. Apologies to those who tried to leave a comment and couldn’t. Alright in today’s post I’ll be running through on what I look out for in the annual report. I am no expert so this is just what I do on a normal basis. Reading the annual report of a company is a must in my books and there’s some sort of...

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The art of stock research

I find stock research to be an art rather than a science although it’s more based in science than art. It’s an art to me as you can have many people researching the same freaking stock and everybody comes up with a different opinion on it. Whether it will outperform, buy, hold, underperform, sell or no opinion. That’s 6 choices for any 1 stock that’s analysed. That’s before the price targets which vary as well. But that’s only one part of the equation as you need to have the art of execution in order to make $$$. I started...

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ABC of life and stocks

This is going to be a non stock analysis post as I am still reading on Reckitt Benckiser which shall be my next blog post. I learned an important concept last year when we bought a puppy and had to engage a trainer to aid us in his obedience training. The most important concept of life and which is applicable to stocks as well is summarized in three words: ABC. A means antecedent which is described as a preceding situation or circumstance. B means behaviour which is what you do or react to the antecedent and lastly C is...

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Dairy Farm International Holdings Ltd (D01)

As promised, here’s my view on Dairy Farm International Holdings Ltd (“DFIHL”). Which I am  doing because I said I will, although I am sure nobody is going to hold it against me if I don’t. I will be doing a comparison between Sheng Siong Group Ltd (“SSGL”) food business against DFIHL in Singapore since that’s the only thing they have in common. Later on, I’ll take a look at DFIHL on it own to see what it has going for it. If we were to compare SSGL and DFIHL it is clear that industry competition is intense and...

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Sheng Siong Group Ltd (OV8)

I decided to cover Sheng Siong Group Ltd (“SSGL”) since I am considering it although there is not much action on the stock price. I used to patronize Sheng Siong as it was close to my workplace. After we shifted back to HQ, I forgot all about it until it’s 2011 IPO which ACCICB was recommending a buy to his customers. I realized that it has been a while since I covered a local stock and I suspect my current followers are probably more interested in SSGL than say Pernod Ricard SA which I am also working on. Personally, we...

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Kewpie Corp (2809)

I have been looking at food manufacturers for a while and Kewpie Corp. (“Kewpie”) caught my eye. Not because of the logo which is a doll created by artist and illustrator Rose O’Neill but because this is by far the most delicious mayonnaise I’ve ever had. Apparently many people agree as this is one of the most popular brands in the market and when you google japanese mayonnaise, the search result gives you Kewpie! We have to thank Toichiro Nakashima for this wonderful mayonnaise and it is heartening to know that the family still remains as the majority shareholder...

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Japan Tobacco Inc (2914)

Source: JTI website I did some pretty intensive and detailed research on the tobacco industry and was pretty impressed with the stock performance of the big boys such as British American Tobacco (“BAT”), Philip Morris  International (“PMI”) and last but not least Japan Tobacco Inc (“JTI”). Among the three, PMI was out as its on NYSE and the hours are totally opposite from ours. BAT was also considered but the charges are absolutely exorbitant and ACCICB has been going on and on about how much we spent on charges and how we should never do UK stocks anymore. I...

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Sanrio Co Ltd (8136)

The allure of Hello Kitty cannot be denied as it captures the hearts of young and old, male and female alike and it transcends across generations. Sanrio doesn’t need any introductions and the company is making new changes to its strategies which I believe would be beneficial in the long term. It is changing its business model as it moves away from product licensing to space licensing. Increasingly it is going to manufacture its own products rather than through licensing which is a good move, as we can all remember what happened to Pierre Cardin which ultimately undermined its...

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Unicharm Corp (8113)

As Christmas approaches in less than 2 months away, I start thinking of how my year has been and what the next year will hold for me. It also makes me lazy as I always felt that Christmas is a time to rest and enjoy thus I think I will be writing lesser in the months to come. I don’t think I’ll be missed except maybe for my 1 and only follower on Google+! Meanwhile, research continues as ACCICB and I continue to search and identify suitable stocks that would be added to our portfolio and this is where...

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