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Wednesday, November 28, 2012
Tuesday, November 27, 2012
Olam - Sinking deeper into the mud
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Artivision - Too many falsed starts
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DBS - Reaching exhaustion soon.
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Monday, November 26, 2012
Yoma - Staying weak for 2 more days. Likely to hit 0.62 before rebounding.
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KLSE - Downtrend likely to persist.
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Noble - Broke out of strong resistance at 1.08.
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Friday, November 23, 2012
Rowsley - First day volume spike
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Stats Chippac - Bottom establised
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Thursday, November 22, 2012
Friday, November 16, 2012
Thursday, November 15, 2012
Saturday, November 10, 2012
Cost Of New Oil Supply
Research by veteran petroleum economist Chris Skrebowski, along with analysts Steven Kopits and Robert Hirsch, details the new costs: $40 - $80 a barrel for a new barrel of production capacity in some OPEC countries; $70 - $90 a barrel for the Canadian tar sands and heavy oil from Venezuela’s Orinoco belt; and $70 - $80 a barrel for deepwater oil. Various sources suggest that a price of at least $80 is needed to sustain U.S. tight oil production
Robin's comment : When Crude oil falls below $80 a barrel, rig builders like keppel and semmarine will come under pressure!
All posts and charts are for educational and illustration purposes only
Friday, November 9, 2012
Thursday, November 8, 2012
Tuesday, November 6, 2012
Monday, November 5, 2012
Saturday, November 3, 2012
Thursday, November 1, 2012
Wednesday, October 31, 2012
APPLE - INFIGHTING MAY BE A SIGN GOLDEN AGE IS WANING
Executive infighting at Apple may be a sign of a golden age on the wane. The company’s genius has always been the smooth integration of art and engineering. Steve Jobs’ force of will kept an uneasy peace between these two camps. With mobile software chief Scott Forstall out, design guru Jony Ive will have a say over hardware and software. That is a big ask, as Apple needs mastery of both.
Forstall has been a power in the company’s software for donkey’s years. He worked with Jobs at Next, and then followed his boss back to Apple - first helping develop its OS X operating system for Macs, and then running the iOS platform for the iPhone and then iPad.
Yet his abrasiveness, the difficulty Forstall and Ive had working together, and recent missteps - most obviously the botched release of Apple’s Maps app, over which Chief Executive Tim Cook had to apologize publicly - provided ample excuse for the company to see him off, without even a few customary pleasant words about Forstall’s tenure at the company.
Of course, Jobs never shied away from firing people for incompetence. He famously fired the head of online service MobileMe in front of the unit’s employees. Executive brusqueness was often encouraged, which helped prevent the company from putting out cludgy software designed by committee. Jobs at the helm was able to force big egos like Forstall and Ive not only to work together, but to bring out the best in both.
Ive’s new responsibility over how both software and hardware look, and how people interact with them, could help Apple keep bridging the gap between these two worlds in the way Jobs did. And the executive changes could open up new worlds for Apple.
Both the mobile and Mac software are being developed by the same executive, which could mean the company’s products work even more smoothly together. And Ive’s design sense could help Apple branch out into areas beyond computing - after all, much of the company’s success in phones derives from the iPhone’s looks, which can be largely pinned on Ive.
But Apple’s phenomenal success over the past decade came from its uncanny ability to keep its equilibrium. Executive infighting could be one of the first signs that the firm could lose its balance and become a more ordinary technology company.
Forstall has been a power in the company’s software for donkey’s years. He worked with Jobs at Next, and then followed his boss back to Apple - first helping develop its OS X operating system for Macs, and then running the iOS platform for the iPhone and then iPad.
Yet his abrasiveness, the difficulty Forstall and Ive had working together, and recent missteps - most obviously the botched release of Apple’s Maps app, over which Chief Executive Tim Cook had to apologize publicly - provided ample excuse for the company to see him off, without even a few customary pleasant words about Forstall’s tenure at the company.
Of course, Jobs never shied away from firing people for incompetence. He famously fired the head of online service MobileMe in front of the unit’s employees. Executive brusqueness was often encouraged, which helped prevent the company from putting out cludgy software designed by committee. Jobs at the helm was able to force big egos like Forstall and Ive not only to work together, but to bring out the best in both.
Ive’s new responsibility over how both software and hardware look, and how people interact with them, could help Apple keep bridging the gap between these two worlds in the way Jobs did. And the executive changes could open up new worlds for Apple.
Both the mobile and Mac software are being developed by the same executive, which could mean the company’s products work even more smoothly together. And Ive’s design sense could help Apple branch out into areas beyond computing - after all, much of the company’s success in phones derives from the iPhone’s looks, which can be largely pinned on Ive.
But Apple’s phenomenal success over the past decade came from its uncanny ability to keep its equilibrium. Executive infighting could be one of the first signs that the firm could lose its balance and become a more ordinary technology company.
All posts and charts are for educational and illustration purposes only
Tuesday, October 30, 2012
Monday, October 29, 2012
Thursday, October 25, 2012
Wednesday, October 24, 2012
Religare
I think the negatives are:
currency risks - the majority of the earnings are in Rupees. Rupees have not been doing well lately. E.g. Ascenda India did well but the losses due to the strong SGD vs Rupee have limit the income earned.
The sponsors are forfeiting their share of dividend for the first two years so that they can pay out more dividend
India 10 year government bond yield is around 8%.and Religare yield is 8-9 pct. Religare still look cheap ?
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Tuesday, October 23, 2012
Friday, October 19, 2012
Keppel Corp
Results beat expectations but price action weak
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Thursday, October 18, 2012
Yanlord
Broke out of down trend
All posts and charts are for educational and illustration purposes only
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