Archive

La Papillion

Successful Value Investing in Asia – Tony Measor

April 9, 2008 by La Papillion
By: La Papillion I’ve not done a book review for some time, but this book that I read beckons me to review it, so that I can share with more people and also that I can remember the lessons taught. This book that I’m talking about is: Successful Value Investing in Asia – 10 timeless [...]

in Categories: Investing

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Civil engineering vs value investing

April 5, 2008 by La Papillion
By: La Papillion Oh my, how time flies…Friday already and another week gone by. As KK would have said, only left XXXX weeks more to go :) I realised I didn’t blog much this week, so since I have both the energy and the time to do it now, I shall try to post some [...]

in Categories: Investing

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I lie to statistics!

March 31, 2008 by La Papillion
By: La Papillion Didn’t know that my post on ‘Statistics lie!’ generated quite a healthy discussion on what is fair and what is not. My aim of the post is to highlight the fact that statistics are used to show and highlight what the person intends to say – or to add weight to what [...]

in Categories: Active Trading

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Statistics lie!

March 27, 2008 by La Papillion
By: La Papillion I’ve always told my students – statistics lie. I’m amazed at how subtle little massages to the data or even to the way the data is presented can create an illusion that conveys to the reader what is intended. While reading the newspaper today, I came across this little notice on the [...]

in Categories: Active Trading

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Macro economics is interesting!

March 19, 2008 by La Papillion
By: La Papillion As you’ve probably noticed, I’ve started to post less and less in the blog. Why? I’ve simply got less and less time. Actually, there’s nothing much to talk about from the daily fluctuations of the market anyway. I’ve been reading intensely (as always, since the start of this year) and I’ve learnt [...]

in Categories: Investing

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Yongnam clinched S$70 million contract in Delphi

March 11, 2008 by La Papillion
By: La Papillion Yongnam announced a contract stating that they won a S$70 million structural steel contract in Delphi. The contract is to build Delphi international airport terminal building and is expected to have favourable material impact on FY2008 earnings. This contract is significant not only because of its size, but more because of the [...]

in Categories: Shares and Derivatives

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Ecowise

March 8, 2008 by La Papillion
By: La Papillion Time to read more about Ecowise. Was quite disappointed with their investor relations since their website only provided 2 years worth of financial statements (which is the same for sgx announcement website) and one of the statements is actually truncated off. Looks like I have to rely on bits and pieces of [...]

in Categories: Shares and Derivatives

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FJ benjamin

February 26, 2008 by La Papillion
By: La Papillion Since I did Ossia, I might as well do a little analysis on FJbenjamin too. This have a similar business to that of Ossia of retail. FJben sells watches, apparels and have a 30% stake in St.James power house too. Flipping their annual report for FY07, this is what I see: Turnover [...]

in Categories: Shares and Derivatives

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Book review on “The Ultimate Dividend Playbook” by Josh Peters

February 25, 2008 by La Papillion
By: La Papillion Here are my thoughts for the book that I finished reading, titled “The Ultimate Dividend Playbook – Income, Insight and Independence for Today’s investor” by Josh Peters. This is another excellent series from Morningstar group. I really really love their clarity and ample use of examples to illustrate the point. This is [...]

in Categories: Investing

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Singpost valuation exercise

February 23, 2008 by La Papillion
By: La Papillion Preliminary studies on the dividend that singpost gives and the current dividend yield looks good, hovering around 5% to 6% (based on average prices) since 2003. Take a good look at the ROE and EPS, classic signs of deep (earn a lot) and wide (hard to penetrate) economic moat, most likely due [...]

in Categories: Shares and Derivatives

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CAGR (Compound Annual Growth Rate)

February 5, 2008 by La Papillion
By: La Papillion Today I learnt much about CAGR. No, it’s not a new brand of cigar. CAGR stands for compound annual growth rate. It’s a nifty mathematical formula to calculate the rate at which an investment grows linearly in a given period. It all springs from the basic future value/present value equation: Future value [...]

in Categories: Investing

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Singpost 3Q results released (30 Jan 2008)

January 31, 2008 by La Papillion
By: La Papillion Singpost posted its 3Q results today. In summary, Q3 revenue grew 9.2%, net profit rose 7.8% and a dividend of 1.25 cts per share is declared, which is the norm. 3Q is traditionally the busier quarter for singpost, so the increase in revenue is nothing to be extremely proud of. Business as [...]

in Categories: Shares and Derivatives

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Detailed fengshui analysis for the Earth Rat year

January 20, 2008 by La Papillion
By: La Papillion My special guest blogger, skyalps, wrote this summary of the fengshui analysis by Raymond Lo for the year 2008. Thanks pal, for the great summary on what to expect. Do your own analysis and research before committing your money, as always. Personally, I found the talk quite interesting as I had little [...]

in Categories: Market Review and Trends

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Buy and hold forever?

January 7, 2008 by La Papillion
By: La Papillion HH passed me an excellent article on buying and hold fallacy which I linked it here. The idea of buying and holding is what long term investors would like to do. Before anyone just go to the stock market and buy anything stocks, and proceed to hold it forever, I think here’s [...]

in Categories: Investing

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Review on “The Dividend rich investor – Building wealth with high-quality, dividend paying stocks”

January 6, 2008 by La Papillion
By: La Papillion I finished reading the dividend book…managed to complete reading it in a day. I never knew I could squeeze so much time if I had to, though it is quite tiring. These are the few things I thought it’s important: 1. Instead of calculating % yield (formula: dividend for whole yr/current market [...]

in Categories: Investing

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Chairman’s message for FY 2007

January 2, 2008 by La Papillion
By: La Papillion Dear Shareholders, Today is the first day of a brand new year 2008. I thought it’s an excellent day for me to reflect what had happened in my life for the year 2007. Time flies so fast… Let’s recall what happened on 2 Jan 2007. I closed the year 2006 with a [...]

in Categories: Shares and Derivatives

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SGX: New Bid Size on Monday 24.12.07

December 22, 2007 by La Papillion
By: La Papillion Just a reminder that on Monday, the new bid size system will come in place. I’m still wondering what kind of impact it will do to traders here. Ccloh from cna forum had analyzed it very nicely, so I’d like to share it here: Advantages ————- 1. for less than $3 stocks, [...]

in Categories: Market Review and Trends

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STI up another 1.24%

November 30, 2007 by La Papillion
By: La Papillion Dow was still up last night and the party goes on. STI went up another 43 pts (1.24%) to close at 3521 with a volume of almost 2 billion. All the biggies moved up – SGX, DBS, Cosco…could it be that funds are buying up now to window dress their portfolio for [...]

in Categories: Market Review and Trends

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