Category Archives: SMRT

Train service disrupted on North-South, East-West Lines

Read here and here Upheaval for SMRT stock price tomorrow.

Posted in SMRT | Leave a comment

News that is not new

When I read today’s Business Times today, a few articles caught my attention. 2 of which is nothing new. 1) Q&M dives on vendor share sale plan I have previously written a post on the sudden surge in Q&M share … Continue reading

Posted in Portfolio, SMRT | Leave a comment

Brief take on SMRT and Riverstone Financial reports

It is the start of the work week. So typically it gets a bit of getting use to (esp. after  the long weekend). I am happy to say that I’ve spent a great long weekend with my family – esp. … Continue reading

Posted in Riverstone, SMRT | 2 Comments

Pricing power

“The single most important decision in evaluating a business is pricing power,” Buffett told the Financial Crisis Inquiry Commission in an interview released by the panel last week. “If you’ve got the power to raise prices without losing business to … Continue reading

Posted in ISOTeam, Riverstone, Sarine Technologies Ltd, SMRT, Vicom | Leave a comment

Business moat? First think if it is a difficult business to be in.

I chanced upon an interesting article by another blogger. In it he talks about business moats (read here). His definition of true business moat is: Brands (eg. Colgate, Swatch & Kao) Scale Eco-system Switching cost Distribution (eg. Facebook, Alibaba, Honda & Johnnie Walker/Diageo for item 3, 4 and … Continue reading

Posted in Golden Agri, Investing methodology, NagaCorp, Portfolio, SMRT | 4 Comments

High and higher

I have been eyeballing a few companies recently. However their stock prices just seem to keep going higher and higher. I am already a share holder of some of these companies. Although it is comforting to know that their fundamentals … Continue reading

Posted in CapitaLand, Colex, ISOTeam, Riverstone, SMRT, Vicom | 3 Comments

If you only have $1000 left what would you spend on to survive?

You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets. Peter Lynch Well, I have gotten my bonus, and this has helped to … Continue reading

Posted in 800 Super, Colex, ISOTeam, NeraTel, SMRT | 1 Comment

The Who, the why and the when (Part 1)

I am treating this blog as a reflections of my thought. Sort of like a wall to bounce off ideas. Do we ever ponder deeply into the reasons why we bought certain stocks on that fateful day in the past? Looking … Continue reading

Posted in Golden Agri, SMRT | 1 Comment