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  • Archive for July, 2007

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    What are the current risks in the market?

    Tuesday, July 31st, 2007

    Over the last few months, we have seen the market being haunted by global threats to the equity market.
     From time and time again, stock markets have corrected from some time to another due to these reasons.
    But what are they and how do they affect the stock market?

    Is the worst over?

    Tuesday, July 31st, 2007

    We’ve seen the STI recover from the lows of 3444.05 to the 3577 levels over the last 3 days.
    With the US market looking for a firm opening today after positive earning report and positive economic reports, it looks like the worst is over.
    Or is it?

    Where have I been?

    Tuesday, July 31st, 2007

    Well, in case anyone has been wondering where I’ve been over the last few days, I’m still alife. Haven’t killed myself over the short correction =)

    S&P sees worst week since 2002

    Sunday, July 29th, 2007

    The STI closed down 2.4% on Friday, after the synchronised sell off by Dow Jones on Thursday night (Singapore).
    And the worst is probably not over. The Dow fell 1.54% and the S&P fell 1.6% on Friday night as Singaporeans were partying away.
    What should we expect from here. What can we do from here?

    The Theory of P/E Ratio

    Sunday, July 29th, 2007

    Price Earning (P/E) ratio. You’ll find this ratio all over research reports, and its probably the most important ratio of any particular stock, as it seems that it determines the fair value of a company.
    P/E ratio of a stock is a measure of the price paid for a share relative to the income or profit […]

    Preview on tonight’s post

    Sunday, July 29th, 2007

    Have you ever wondered how the P/E ratio is calculated, and once calculated, what it means to investors like you?
     Well, tune in tonight (Sunday, 29-07-07), and I’ll talk about the theory of P/E ratio, how its calculated, and what it means to investors!

    My favourite qoute

    Thursday, July 26th, 2007

    From my idol, Warren Buffett, in an interview with CNBC reporters, I remember him saying last year, when the market was in a sharp correction, that he was starting to accumulate on falling stocks.
    When asked why does he do that, he replied, not the exact words,

    Aztech 2Q07 Performance Review

    Thursday, July 26th, 2007

    Aztech recently announced a its 2Q07 and achieved in 1H07 vs 1H06 a Net Profit increase of 26.4%, with a Turnover increase of 16.4%.
    However, if you were to look at the 2Q07 vs 2Q06 comparison, you’ll see a 12.9% increase in Turnover, versus a small 2.0% increase in Net Profit.
    Is there something wrong with the […]

    US Market Morning Note

    Thursday, July 26th, 2007

    As the Singapore, and global market seem to be mimicking what ever the US market is doing, here is a low down on earning reports overnight.
    Overnight, futures fell on concerns about the housing situation in USA. The market is awaiting home sales figures for June at 10pm Singapore time and they are expected to see […]

    Buying Warrants as Insurance in a Bear Market

    Wednesday, July 25th, 2007

    A few months back, one of my reader requested that I explain the concept of buying warrants as an insurance for your portfolio.
    Let me paint you a scenario. You’re holding a portfolio of STI stocks (ie Singtel, Capital Land) worth $100,000. However, for some reason or another, the indications of a possible short term bear market […]

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