Author: Athena Trader

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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Yakult Honsha Co Ltd (2267)

I grew up with Yakult as did most kids and visiting the Yakult factory was one of my favorite memories of all time. Needless to say, we drink Yakult whenever we are overseas on holiday and have problems digesting our food. I didn’t know until ACCICB told me that Vitagen is only sold in Singapore and Malaysia whereas Yakult is sold in 33 countries and regions. Strangely though, we drink Vitagen at home for many years but have recently switched to Yakult as it tastes better despite it being of a lesser amount. I’ve also tested Yakult Ace Light...

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BreadTalk Group Ltd (5DA)

With the markets behaving as it is, I’ve been super busy watching the market and making my moves to ensure that we can pocket the gains and happily go on our holiday. Today, I shall delve into BreadTalk Group Ltd (BreadTalk) and how I am watching this stock like a hawk. I’ve always been keen to invest in the F&B sector and BreadTalk was one of those stocks that caught my eye due to its sheer ever growing presence in Singapore. I read its 2013 annual report and the key facts that caught my attention are:1. Their current liabilities...

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