Tuesday, March 16, 2010

Hektar REIT

One have to be prudent when it comes to investing
A mall is being built right next to Mahkota Parade
completing next year. What will happen to the occupancy rate once the new mall is ready next year?The management will have to decide which they prioritize? Occupancy or rental?

Use the website below for more info
http://www.epbt.gov.my/osc/Carian_Proj.cfm

Saturday, March 6, 2010

Monkey See, Monkey Do

1. Start with a cage containing five apes. In the cage, hang a banana on a string and put stairs under it. Before long, an ape will go to the stairs and start to climb towards the banana.

2. As soon as the ape touches the stairs, spray all the apes with cold water. After a while, another ape makes an attempt with the same result - all the apes are sprayed with cold water.

3. Turn off the cold water. If, later, another ape tries to climb the stairs, the other apes will try to prevent it even though no water sprays them.

4. Now remove one ape from the cage and replace it with a new one. The new ape sees the banana and wants to climb the stairs. To his horror, all of the apes attack him. After another attempt and attack, he knows that if he tries to climb the stairs he will be assaulted.

5. Next, remove another of the original five apes and replace it with a new one. The newcomer goes to the stairs and is attacked. The former newcomer now takes part in the punishment with enthusiasm.

6. Again, replace a third original ape with a new one. The new one makes it to the stairs and is attacked as well. Two of the four apes that beat him have no idea why they were not permitted to climb the stairs or why they are participating in the beating of the newest ape.

7. After replacing the fourth and fifth original apes, all the apes which have been sprayed with cold water have been replaced.

Nevertheless, no ape ever again approaches the stairs. Why not?

BECAUSE, that’s the way it’s always been done around here.

I like the above 'experiement' on the monkeys as it reminds me of HUMAN, they act like those monkeys.

Tuesday, March 2, 2010

sreit's ozzie venture

kreit
starhill global
cdl hospitality

who's next?

why?
look at sg funding rate and oz's recent property transaction cap rate

Sunday, February 14, 2010

Wilmar China

Friday, February 12, 2010

back to basics

what do you want eventually when you invest
profits, profits and more profits
this blog failed to achieve its original intention due to the fact that the owner doesnt have enough time allocated for regular posting and link exchanging
From now on, posts which are still work in progress will be published
thanks

aenith's aim
in 5-10 yrs time - matching 30% of the professionalism that belongs to an investment blog
in 10-15 yrs time - matching certain ranges of basic analytics provided by small research/analytics firm

Monday, February 1, 2010

China Hongxing, China Sports, Hongguo

China Hongxing Dec 560 0.200 0.22 10% Hold 15.1 10.4 7.9 38 0.6x 0.6x

China Sports      Dec 147 0.175 0.26 49% Buy 4.2 4.0 3.8 5 0.7x 0.6x 

Hongguo Int      Dec 131 0.330 0.30 -9% Hold 9.1 6.5 5.4 30 1.0x 0.9x 

Among these three, Hongguo is the most expensive from valuation point of view and yet it is the only to be delisted so far. Perhaps something is missing from the list.

Well, let me ask one question here, when quality of life improves(i.e. income), what do you think is most likely to happen?

Buy extra sports shoes(for male) or buy extra ladies' footwear(for ladies)?

lol