Investment Notes

A look at the Sheng Siong store in China.

Sheng Siong China

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

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

Investment Notes

An interesting read on the Jardine group of companies.

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

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

Investment Notes

A nice interview with Mr Lim Hock Chee, CEO of SSG.

http://video.toggle.sg/en/series/hear-me-out-s2/ep1/375045