Saturday, April 30, 2011

a successful AEI, or beginning of a trend

What does

The Tube in Malaysia

Oxley Biz Hub in Singapore

or a small industrial building floor in Red Hill has in common?

They all have in mind for a young and hip generation SOHO style office.

Read more about the AEI by Mapletree Industrial Trust here (page 15)

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_50AB8AA4A20F0E8F4825787E00467006/$file/4QFY2010_Results_Presentation_Slides.pdf?openelement

YTL Power

YTL Power stock prices has been on the decline since the launching of YES 4G. I am struggling to understand its move as the public has been. After reading a blog post in http://goodstockbadstock.blogspot.com/, I found the answer. Basically, YTL Power is hedging for the future. The first generation IPPs contract in Malaysia will expire gradually in the near future(5-15 years if I am not mistaken), the double  digit yields enjoyed by them may be reduced to single digits upon renewal of the contracts or may not be renewed). YTL Power is trying to get a new revenue generator which has stable growth(ElectraNet, Wessex Water, Jawa Power, Power Seraya….look at the acquired assets as a group and you shall see some similar features)

Ascendas India Trust

the temporary dip in DPU is partly due to unwinding of capitalization of loan interest as Ascendas Park Square and Zenith has been completed thus they will have to recognize it in the income statement(Reason for lower DPU given in press is higher electricity tariff and fuel costs, but which other buildings in India can escape from higher electricity tariff and fuel costs?)

Wednesday, April 27, 2011

Cognitive surplus

 

Lots of start-ups are fighting to become the next Wikipedia(for fee version that is). If the theory that I read in a book is true(whereby more people are willing to help for free rather than for a low fee), none of them will achieve a very significant mass comparable to Wikipedia. But, if they focus on a specialized subsection of cognitive surplus combined with a modified B2C business model ala Quirky(www.quirky.com), they may well laugh all the way to the banks.

Thursday, April 21, 2011

Cacao

Back in January, i was guessing how much would a bar of dark chocolate rise in prices. With the input of the prices of the recent transactions in cocoa futures + the cocoa weightage in a bar of dark chocolate, I made a wild guess that prices would rise around 5-10%. True enough, I went to the supermarket recently and found out that the new batch of dark chocolates cost 7.77% more than the last batch, doesn't matter whether they are of 30% or 70% purity.

Mah Sing

Mah Sing saw something in Johore and thus the recent action.

Have you seen it

?

Here’s a clue

Watch the share price of Crescendo Corp