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.
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Tuesday, October 30, 2012

China Minzhong

china minzhong 30 oct
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AscendasReit

ascendasreit
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CDL Trust

cdl trust
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Monday, October 29, 2012

Ezion

Ezion
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Ezra

Ezra
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Ausgroup

ausgroup
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Semb Marine

Sembmarine
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Thursday, October 25, 2012

Apple

Apple
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Wednesday, October 24, 2012

Hotel Royal

Hotel Royal
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Religare

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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Hang Seng

Hang Seng
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Tuesday, October 23, 2012

IndoAgri

IndoAgri
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China Minzhong

China Minzhong
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HPH Trust

HPH Trust
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Friday, October 19, 2012

Keppel Corp

Keppel Corp
Results beat expectations but price action weak
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Thursday, October 18, 2012

Noble Group

Noble Group
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Yanlord

Yanlord
Broke out of down trend
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Shanghai

Shanghai
A medium term uptrend on the cards.
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Wednesday, October 17, 2012

Artivision

Artivision
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CapitaMalls Asia

CapitaMalls Asia
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Keppel Corp

Keppel Corp
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Tuesday, October 16, 2012

Bonvests

Bonvests
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Monday, October 15, 2012

Reits and Trust May Continue To Attract Interest After MAS Leave Monetary Policy Unchanged.

Reits and Trust continue to attract interest when the Monetary Authority of Singapore has decided  to leave its monetary policy unchanged, caught many analysts by surprise. Many had expected MAS to ease the Singapore dollar’s pace of appreciation against, but the central bank says its policy stance has been “assessed to be appropriate in containing inflationary pressures”. Inflation is expected to be around 3.5–4.5% next year, from an estimated 4.5% this year.
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Gold

Gold
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Saturday, October 13, 2012
Friday, October 12, 2012

Yoma

Yoma
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Shanghai

Shanghai
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Ramba

Ramba
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Thursday, October 11, 2012

Olam

Olam
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Yangzijiang

Yangzijiang
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Genting Singapore

Genting SP
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Wednesday, October 10, 2012

Nam Cheong - Exceptional huge volume on yesterday (9 Oct) a good indication of impending news!

Nam Cheong
Exceptional huge volume on yesterday (9 Oct) a good indication of impending news!
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Tuesday, October 9, 2012

Nam Cheong

Nam Cheong Correction.. PS: There's an error on the previous post "China Minzhong" chart. The counter name should be "Nam Cheong".
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Monday, October 8, 2012

STI

STI
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Aussino

Aussino
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Friday, October 5, 2012

PerennialCRT

PerennialCRT - Consolidating for a possible breakout Consolidating for a possible breakout
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Thursday, October 4, 2012

Keppel T&T

Keppel T&T
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Wednesday, October 3, 2012

Noble Group

Noble
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Tuesday, October 2, 2012