tag:blogger.com,1999:blog-83473163155472660642024-03-14T00:41:40.590+08:00CALLING THE TOPWatching financial markets and other stuff from the Singaporean lens.KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.comBlogger157125tag:blogger.com,1999:blog-8347316315547266064.post-18368379451517942032017-11-25T15:27:00.001+08:002017-11-25T15:29:15.796+08:00SABANA ESR DEAL OFF<p dir="ltr">Another day another deal.</p>
<p dir="ltr">But this time, it's one that got called off.</p>
<p dir="ltr">What will happen to Sabana holders who bought hoping for asset sale or a takeover?</p>
<p dir="ltr">Suck thumb, or dump?</p>
<p dir="ltr">Your guess is as good as mine.</p>
<p dir="ltr">Good luck!</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-54493486911828330102017-03-19T21:14:00.001+08:002017-03-19T21:14:50.797+08:00EZRA FILES CHAPTER 11<p dir="ltr">Well well.</p>
<p dir="ltr">Not to shabby to have lasted so long.</p>
<p dir="ltr">Hope things turn out well for those vested.</p>
<p dir="ltr">Good luck tomorrow.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-64393222228425854732017-03-15T20:58:00.001+08:002017-03-15T20:58:21.131+08:00JITTERY MARKETS<p dir="ltr">Some dude with some big positions is probably going to stay up late tonight.</p>
<p dir="ltr">Hope no one pisses his pants.</p>
<p dir="ltr">Good luck.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-13257032310061718152017-03-10T17:05:00.000+08:002017-03-10T17:05:10.598+08:00SINGAPORE REITS...PERSPECTIVEWe have been shouting for interest rates over the last four years.<br />
<br />
Now that it had been raised twice, it looks almost set to go further up and at a faster clip this year.<br />
<br />
That means REITs are likely to have it bad.<br />
<br />
Soon.<br />
<br />
<br />KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-62994918535477831832017-03-09T20:26:00.001+08:002017-03-09T20:26:46.978+08:00KIMLY IPO...ZZZ<p dir="ltr">I am not so sure about this IPO. </p>
<p dir="ltr">16 March is a bad confluence of Fed, debt ceiling etc.</p>
<p dir="ltr">Good luck to all.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-10174722672161018802017-02-26T12:03:00.001+08:002017-02-26T12:03:34.273+08:00BROKERS' LUNCH<p dir="ltr">Sgx has plans to bring back lunch hours to the local trading scene. </p>
<p dir="ltr">That means brokers will no longer need to keep their eyes glued to their screens during their lunch.</p>
<p dir="ltr">That's very nice of Sgx.</p>
<p dir="ltr">But there's a very big problem.</p>
<p dir="ltr">Where have all the brokers gone? </p>
<p dir="ltr">Probably in the private car hire industry, where taking lunches are not an issue.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-82341351967373268602017-02-14T08:03:00.001+08:002017-02-14T08:03:13.806+08:00OCBC CUIZ<p dir="ltr">Npat down 11%.</p>
<p dir="ltr">O&G npl doubled.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-92106448966285383332017-02-09T20:23:00.001+08:002017-02-09T20:23:04.497+08:00HOUR GLASS 3Q NPAT -8%<p dir="ltr">The king of discretionary spending hobbles down another notch with Npat -8%. </p>
<p dir="ltr">Not yet dying, but not thriving too.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-46271534120419517782017-01-30T09:06:00.001+08:002017-01-30T09:06:04.227+08:00Volte face<p dir="ltr">American bosses’ volte-face on Mr Trump seems uncharacteristically excitable. Perhaps they would be better following another piece of advice from “The Art of the Deal”: “I believe in the power of negative thinking…always go into the deal expecting the worst.”</p>
<p dir="ltr">http://www.economist.com/news/business/21715677-slash-and-burn-approach-business-taxes-and-regulation-has-endeared-him-chief</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-5726729309877149142017-01-29T19:01:00.001+08:002017-01-29T19:01:36.325+08:00Now Could Be a Good Time to Buy Singapore Property Stocks
<p dir="ltr">Bbg's pretty late to the game. Nibbled some since 9 Jan.</p>
<p dir="ltr">https://www.bloomberg.com/news/articles/2017-01-25/singapore-property-comeback-seen-boosting-large-developer-stocks</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-2090835972261228212017-01-27T15:06:00.001+08:002017-01-27T15:06:46.725+08:00Cash rich Chinese now cashless<p dir="ltr">https://www.bloomberg.com/news/articles/2017-01-26/world-s-biggest-real-estate-buyers-are-suddenly-short-on-cash</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-19687863920996563802017-01-27T15:03:00.001+08:002017-01-27T15:03:57.136+08:00Hour Glass MD quits!http://www.businesstimes.com.sg/companies-markets/the-hour-glass-singapore-md-quitsKChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-68370347675434582852017-01-26T17:30:00.001+08:002017-01-26T17:30:48.627+08:00KEPPEL FY2016 NPAT DOWN 49%It's not totally unexpected.<br />
<br />
Dividend's almost halved.<br />
<br />
Nav's at $6.34.<br />
<br />
Not so yummy.KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-82670452640778159722017-01-01T19:17:00.001+08:002017-01-01T19:17:37.218+08:00HELLO 2017, EFF OFF 2016<p dir="ltr">Look. </p>
<p dir="ltr">Time does not wait for any man. In fact, life goes on and on till you are gone like dust to the wind.</p>
<p dir="ltr">So does the stock market. Trundling along, ups and downs. Never caring who's riding it. Not knowing as well.</p>
<p dir="ltr">Things are probably going to get a little more volatile going into 2017. </p>
<p dir="ltr">I hope you and your cash will fare well.</p>
<p dir="ltr">Good luck.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-68433132433308617302016-12-22T09:06:00.001+08:002016-12-22T09:06:47.486+08:00PAINThere's nothing quite like seeing stocks rally while you miss the boat on well-watched stocks on your watch list.<br />
<br />
But there's also nothing quite like the pain that comes at buying at the top and watching them slide down the slippery sell-off.<br />
<br />
30,000 DOW anyone?KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-11703989000210172262016-11-10T06:49:00.001+08:002016-11-10T06:49:00.194+08:00TRUMPED<p dir="ltr">As markets crashed yesterday amidst Trump's triumphant wins, did you freeze up or nibble at the bottoms? </p>
<p dir="ltr">You probably frozed and sold more.</p>
<p dir="ltr">Nibbled some :p</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-55958693446237865522016-11-09T13:20:00.002+08:002016-11-09T13:20:46.902+08:00CASH AGAINNot that I have a lot of positions to begin with, but I had been closing them in the last few days in view of the volatility that the US elections are likely to bring.<br />
<br />
Today's 770-points drop in DOW is scary.KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-63854051388623632462016-11-08T21:13:00.001+08:002016-11-08T21:13:58.945+08:00ARA & SUPER<p dir="ltr">Another two bites the dust. Solid brand names, good management and great businesses. What a waste.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-59200869903927499582016-10-03T08:33:00.001+08:002016-10-03T08:33:27.574+08:00KEPPEL FINDS SUSPICIOUS TRANSACTIONS<p dir="ltr">From SGX earlier this morning.</p>
<p dir="ltr">Following further internal investigations, Keppel recognises that certain transactions associated with Mr. Skornicki may be suspicious. Keppel has notified the authorities in the relevant jurisdictions of its intention to cooperate and work towards the resolution of the <br>
underlying issues arising from or in connection with the transactions.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-11051503526490534182016-09-25T09:55:00.001+08:002016-09-25T09:55:33.465+08:00ECONOMICAL DOLDRUMS<p dir="ltr">A quick scan of business headlines in the last few weeks continue to show how badly local companies are faring. </p>
<p dir="ltr">The narrative is worse in Business Times. </p>
<p dir="ltr">One trend that I observe regularly to judge the health of Singapore's economy is that of COE prices. </p>
<p dir="ltr">It's been going nowhere for some time now with a dip in the latest bidding.</p>
<p dir="ltr">Good luck to all.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-53321776213706993792016-09-05T08:12:00.002+08:002016-09-05T08:12:47.268+08:00VALLIANZ HALTED 5 SEP 2016It's anybody's guess as to why the company has called for a halt.<div>
<br /></div>
<div>
But I like to think that all is well with Vallianz. </div>
<div>
<br /></div>
<div>
Just like how it was with Swiber. Until D-Day.</div>
<div>
<br /></div>
<div>
Good luck.</div>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-51609637252985367702016-09-01T06:10:00.001+08:002016-09-01T06:10:57.014+08:00ZIKA STOCKS<p dir="ltr">There is no good news in this post.</p>
<p dir="ltr">Zika is dangerous to public health and everyone has a part to play in ridding our environment of mosquito breeding areas. Get tested if you have symptoms of Zika infection.</p>
<p dir="ltr">A number of countries have been issuing travel alerts to Singapore due to the spread of Zika. </p>
<p dir="ltr">This is likely to hurt the retail and hospitality segments of our economy.</p>
<p dir="ltr">Let's be vigilant people.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-43513800687146684942016-08-31T19:23:00.001+08:002016-08-31T19:23:01.333+08:00SWIBER DEMANDS US$63.5M FROM VALLIANZ<p dir="ltr">US$63.5million.</p>
<p dir="ltr">That's quite a handsome sum of money to be owed.</p>
<p dir="ltr">Especially for a company that's drowning in equally insane demands.</p>
<p dir="ltr">GG.</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-3597759964564334662016-08-25T21:13:00.001+08:002016-08-25T21:13:49.304+08:00SHENG SIONG SHRUNK<p dir="ltr">What gives?</p>
<p dir="ltr">I last posted about watching SS when its Saturday game shows were running.</p>
<p dir="ltr">Well. Now that's done. So is the stock.</p>
<p dir="ltr">:)</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0tag:blogger.com,1999:blog-8347316315547266064.post-28358461401083966752016-08-17T22:21:00.001+08:002016-08-17T22:21:55.311+08:00OPERATION UNWIND<p dir="ltr">Methinks the cracks are surfacing again.</p>
<p dir="ltr">The strains are showing. </p>
<p dir="ltr">Markets going nowhere.</p>
<p dir="ltr">Volume sickly low.</p>
<p dir="ltr">Like how we zone out before the big one.</p>
<p dir="ltr">Get those cash ready!</p>
KChttp://www.blogger.com/profile/15681244843883578276noreply@blogger.com0