Investment Notes

Some interviews with the CEO of BreadTalk.

http://news.winshang.com/html/063/3954.html

http://news.winshang.com/html/063/4314.html

Advertisements

Investment Notes

An interesting read on Tiger Balm.

“…they chose a hexagon because “it’s a very auspicious shape” – and it’s easier to grip than a round bottle.”

“Last year, Tiger Balm sold 66 million units of its products, a 16 per cent increase over 2016. It is now available in about 100 countries and trademarked in 145.”

“There are about 100 workers in the Singapore factory…”

http://www.scmp.com/lifestyle/health-beauty/article/2133311/tiger-balm-story-how-ointment-every-ailment-was-created-fell

My Investment Portfolio Returns (2017)

My Singapore stock portfolio returns (including dividends, excluding transaction costs) in 2017 was about 19.22%.  Major portfolio changes this year:

  1. Divested my remaining stake in ARA , as it concluded the share scheme in Apr 2017.
  2. Divested DairyFarm, Del Monte Pacific, Transit-Mixed Concrete and Yoma Strategic.
  3. Added Frasers Centrepoint, Keppel Corp, Kimly and Siverlake Axis to my portfolio.
  4. Adjusted my stake in some of my existing holdings.

Although challenges persist in some of the companies I own, I do hope my portfolio of companies will perform satisfactorily in the long run.

Based on the 7-years plan set in 2010, I did not achieve my desired asset target by 2017.  I did not manage to increase my personal investable asset by 17% annually, and this is mainly due to my inability to compound my Singapore stock portfolio at a satisfactory rate.

I have lowered my financial target for the next 7 years.  I aim to achieve 13% increase in my personal investable asset yearly for the next 7 years.

 

Investment Notes

An interesting read on the Jardine group of companies.

http://www.businesstimes.com.sg/brunch/the-jardine-enigma

My Investment Portfolio Returns (2016)

My Singapore stock portfolio returns (including dividends, excluding transaction cost) in 2016 was about 9.75%.  Major portfolio changes this year:

  1. Divested Select Group  – The founders and Dymon Asia Private Equity made a cash offer the company at $0.525 per share.
  2. Partial sale of ARA – The founder, major shareholders, Warburg Pincus and AVIC Trust made a general offer for ARA at $1.78 a share via a share scheme.  The offer is currently ongoing.
  3. Divested iFAST Corp.
  4. Added Dairy Farm International and SGX to my portfolio this year.
  5. Adjusted my stake in some of my existing holdings.

Although challenges persist, I hope my portfolio of companies will perform satisfactorily in the long run.

Investment Notes

BreadTalk/Toast Box (and Food Republic) open at Disneytown.

http://shanghai.xinmin.cn/latest/2016/06/03/30123814.html

Investment Notes

Berkshire Hathaway – 2016 Annual Shareholders Meeting.

https://finance.yahoo.com/brklivestream/

Investment Notes

An interview with Mr John Lim, CEO of ARA Asset Management.

http://video.toggle.sg/en/series/money-week-fy1617/ep1/390116

http://video.toggle.sg/en/series/money-week-fy1617/ep2/392131

http://www.bloomberg.com/news/articles/2016-05-19/ara-on-acquisition-trail-sees-most-deal-activity-since-crisis

Investment Notes

Sheng Siong is setting up its first outlet in China.

http://yn.house.sina.com.cn/scan/2016-03-23/15096118302329629627117.shtml?wt_source=nscan_xwzw_bt

http://shenggaodacheng0871.fang.com/bbs/3410228824~-1/220827278_220827278.htm

Investment Notes

An investment thesis for SpRe.

http://greatinvestors.tv/video/case-study-singapore-reinsurance-james-choa.html


Advertisements