Thomson Medical Centre Pt 2

I foresee a medical cluster at Stulang Laut, JB which consists of
Thomson Medical Centre(birth delivery, post natal), and
TMC Life Sciences(fertility consultation) in the spirit of one shop station(一站式/一条龙 in Mandarin) where usually the producer would capture the upstream and downstream profits by being involved in both.

prices will be about 20-40% lower compared to when it is done in Singapore
why Stulang Laut, why not Kempas Baru or Impian Emas or Bukit Indah?
My opinion is that it is likely that there would be only one stop for the MRT extension from Singapore to Malaysia by the Singapore side. Putting it in Stulang Laut will enable it to capture the patient from Indonesia and beyond besides Singapore. Also, it will be nearer to Singapore compared to the other medical centres. e.g. Columbia, KPJ and other upcoming specialist medical centres.

Thomson Medical Centre

After Peter Lim bought out Thomson Medical Centre, it turns out he has plan to bring Thomson Medical Centre into JB,

 

[S'pore billionaire plans Johor medical centre
Sun, Apr 17, 2011
AsiaOne

SINGAPORE - Singaporean billionaire Peter Lim is currently working on bringing Thomson Medical Centre across the causeway and into Johor.

The Straits Times reported that the, The Edge weekly said: Mr Lim who took over the Singapore-listed Thomson Medical private last year, has bought 14ha of land in the southern Malaysian state for the project.

The land, in the Stulang Laut area, about 2km from the Johor Causeway, was bought for a purported RM200 million (S$83 million), it reported.]

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)

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.

Life money illusion

This book briefs us about how the present monetary system came about, how capitalism drives the printing of money creating inflation and deflation. More specifically, this book talks about why the current system is not sustainable, that the world must find a better way rather than blindly chasing for growth, so that our future generations will not inherit an inhabitable world from us.

The coming inFLATion

 

- SWF monies in commdities and related companies

- cranking $$ printing press

- banks flooded with hot monies are forced to look for new ways to optimize its net interest margin after stern property cooling measures, particularly in Hong Kong and Singapore

-last but not least, the disappearing food bonus, food and petrol subsidies has been reduced a couple of times in a year in a South East Asia nation, which will lead to a permanent 10-15%(wild guess) increment in consumer goods prices(especially staple food items)in neighbouring countries.

What are your biggest fears

This blog started off as some sort of a venture which faltered. and then it became my pet for my ideas..and then it turned into a market commentary site..and now I gona deviate part of it back to its origin – more of an idea site..do you still remember what were your ambitions while you were in primary education? I do..I wished to be scientist. wished to be entrepreneur..wished to be an inventor…Well, I am not in any now..but the silver lining is, i still retain the inquisitiveness in me, the entrepreneurial spirit(to my VC friend, I will be back) and thoughts, and finally, the Creating Mind(ala Five MInds for the Future)which mixes disparate ideas into something different. Recently, I have started to firing salvos at a few different areas, putting ideals into motions. As I realized that I do not have to be the owner of the end solution/product/result, I need to contribute the idea, the prototype, or the impetus of a workable solution only. I have been to a few occasions recently, I can see the sparkles in the inventor’s eye. If compared to a lot of dead walking zombies on the road, it is really between heaven and earth. I can feel the enthusiasm of a 1st year undergrads (Woot!) versus the bland expression of someone who has been working for years. I don’t ever want to be like the next guy/girl in the talks/seminars, where nothing is done aftermath and life goes on. If this long winded article lights up a chord in you or you have been slugging it out despite all odds, get in touch =)

Coming consolidation of China Sports Apparels Industry

The winner will not be the one who have the best design or the most number of outlets, it will be those who have deep pockets/good relationship with states/banks and whoever able to garner wide support from distibutors.

Shopping mall reits

Looking at the percentages of malls securitised in the states and Singapore, it looks very likely more and more shopping centres will be bought over and managed by REITs in Malaysia.

Invisible photocopier @work

There's lots of ebook on Google book
There's even more somewhere in China and other countries circulated thru underground channels

It takes 3 years for someone to become pro in a certain topic