Sunday, January 31, 2010
Fighting over loss making company
Thursday, December 17, 2009
Telecom sector - OVERWEIGHT
Show me the statistic!
The special administrative region has 0.9 million subscribers in total, or a 180% penetration rate
and still GROWING(http://www.dsrt.gov.mo/eng/Facts/stats/MainService2009b.html)
Show me the money!
SingTel
FY09 : Mar
12.5
S$3.05
4.098%
14.07
M1
FY08 : Dec
13.4
S$1.86
7.204%
11.07
StarHub
FY08 : Dec
18.0
S$2.07
8.696%
11.32
What is your opinion?
I searched everywhere but cant find any brokerage report on telecommunication sector growth forecast for Singapore that is close to my wild guess. Although Singapore mobile subscriber does not start from a low base compared to this specific SAR, but never ever underestimate the total effects brought about thru the concentrated effort of various government agencies and private sectors in Singapore, namely STB, LTA, RWS, MBS, etc etc
S-REIT yield compression continues...
why?
else how to list VivoCity, more Indiabulls,more Syarish compliant REITs
how?
thru concentrated effort of various agencies with rights issues(mostly),asset injection below curreny yield and etc etc
What is your opinion?
Stay tuned!
Saturday, March 14, 2009
Friday, January 30, 2009
delvingintofemalepsyche.blog.com OR ongtan.blog.com
which one evokes your emotion?
which one catches your eyeball?
Tuesday, January 27, 2009
Pills for the recessionary era
Tuesday, January 13, 2009
Backpack with fashionable security tag
but luckily you do have a security tag masqueraded as handle
as such the attempt was foiled