Posts Tagged 'Investment Notes'

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

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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

Investment Notes

Following the Amazon model, it is building a network of 24 warehouses in 12 countries to stockpile goods for companies. The e-commerce team is staffed with former Silicon Valley executives.

http://www.nytimes.com/2015/05/19/business/international/singpost-reinvents-for-digital-age-of-ecommerce.html

Investment Notes

The product is strong for a few reasons. It’s a 100 year-old formula that works, we sell 50 million units a year – and 50 million people in more than 100 countries worldwide can’t be wrong. Sixty per cent of the product is made from active ingredients – it’s not all wax and petroleum. That’s why a jar last between six and 10 months, as only a little is needed each time.

http://www.mumbrella.asia/2015/04/the-thinking-behind-the-asian-global-brand-that-works-where-it-hurts/


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