Shou Wu Chih or He Shou Wu for vitality

In kungfu or wuxia movies and TV series (TVB, TCS8 etc), there is always some sort of secret potion to cure an ailment. For instance, Chow Yuen Fatt was severely injured in Crouching Tiger Hidden Dragon, and someone had to ride far and wide to get the correct remedial herbs.

Mario games, Xbox Games like Ninja Gaiden too has some potions to collect. To increase vitality or health, some little blue bottled vials, and red bottles for qi / chi!

As a person who has Chinese heritage, I want to rediscover customs, culture, improvements created and practised through the ages. Firstly, the word Chinese itself is a misnomer that I will want to write about in on main topic. In the chinese language (hah misnomer again) well alright, Mandarin or the "scripts of a thousand drawings" (as I prefer to classify the beauty of this ancient and unifying script) - there is no word for Chinese. What we have is "huaren" or "Tang ren" or "Zhong Hua". Essentially what Europe wants to create with a "European Union" was created by people of the Middle Kingdom thousands of years ago. And what the single currency EURO being heralded as a unifying medium of trade, the Middle Kingdom has beaten that too - several thousands of years ago, and crossing the Ts and dotting the Is with a splendid and beautiful script that could be read in different tones, to each different race (think German, French, Spanish). So a single "drawing" of a fish 魚 - can be read as yu (Mandarin chinese), or "he" (Teochew!) or "sakana" Japanese!

I will write more each topic individually and thus will start with herbs and the basic tenet of improving health and longevity.

Therefore, I continue my curiosity with learning and finding out what I have "lost" from my culture. Language, food (not so), martial arts, tea, family values, herbs and more.

So from my research, I found that there is a potent yet forgotten herb called Shou Wu, or Shou Wu Chih, or He Shou Wu, that has been a cornerstone of TCM (traditional Chinese Medicine) for ages. It helps to clean the liver and strengthen the it, as well as the kidney. Imagine a car engine. We need to replace the engine oil from time to time. To cleanse it. Alas, we do not!

There are over 10 000 documented Chinese medicinal herbs and plants, and about 50 are classified as the Superior Tonic Herbs. So this herb is one. It nourishes the blood, and fortifies the muscles, tendons and bones. Thus it is known to aid in knee pain, back pain and restoring the hair.

Chartnexus - historical data and charts and free stock data software

The Star Newspaper in Malaysia, is the leading English language daily and thus the business section (http://biz.thestar.com.my) is one prominent stopover for news and stock information and data. Powering the back-end of the stock charts is Chartnexus (http://chartnexus.com)

Example of a page: (Jobstreet)
http://biz.thestar.com.my/marketwatch/charts/l.asp?code=0058~JOBST&p1=2.36&p2=2.2&p3=2.28&p4=2.2&p5=2.28&p6=-0.08&p7=-3.39&p8=30&p9=5.515

In the Chartnexus homepage, there is a free download for a software to track stock historical data.

Genting Singapore target price $2.50

Recent correction and profit taking of Genting Singapore is somewhat a healthy sign. A great chance to step in. Tourist arrivals to Singapore has been steadily increasing. Once again proving that being the hub, a central stopping place for travellers, an excellent airport, MRT, and relatively fair prices for food and lodging, gives Singapore the edge to continually being at the back of the mind of vacation planners.

A typical example: a family of four from Germany wanting to visit Bali island - first they look at the airfares. And Singapore Airlines gives a good price (normally lower than Lufthansa, BA) plus a free stopover in Singapore. Why not? For years, Singapore Airlines along with the government cross-promotes and subsidies in one way or another, because eventually the country earns. But many other Asean countries with their flagship airlines such as Malaysia Airlines (MH) and Thai Airways (TG) will quote a "surcharge" for doing a stopover that is clearly acceptable! Therefore, travellers will bypass this chance of a stopover. Alas: The potential earnings for the taxi, transport, hotel, food, parks industry is lost.

Over 1.1 million visitors arrive in July - a 24% increase year-on-year. Imagine, in percentage wise, that is a quarter of the residents of Singapore. Imagine a quarter of another country - bringing disposable income aka tourist dollars? Malaysia's population - 24 million. A quarter is 6 million visitors. On average a tourist could be spending 100 dollars per day - of local currency, so say, 100 Singapore dollars, or 100 Ringgit for Malaysia. And with an average stay of 5 days. Every other nation is envious of such a high rate of tourist arrivals!

So with the Integrated Genting Singapore Resort, Singtel F1 Night Race, and year end holidays (more and more travellers!!), will trickle and tickle customers to the easily accessible casino. There are free buses. Or MRT. Or taxi. Just say 10 dollars to get there in 20-30 minutes. Hop on and hop off.

China tourists doubled to over 130 thousand. Traditionally: This is a group that has high propensity to consume, and gamble. Full Year 2010 revenue is expected to be close to 10 times of 2009. Essentially paying back the cost of the casino and resort in 2-3 years!

Biosensors - what I wrote on 15 June 2009

Another of my picks and my article written in SingaporeStocks Forum.
Full article and discussion with other writers here:
http://www.singaporestocks.com.sg/topic/12206-biosensors-buy-055-target-077-15-june-09/

Posted 15 June 2009 - 12:18 PM

To make things clearer, I've added the date of my posting on the title. So if you see some postings that are "old" better read fully to see if the target price has already reached previously. (Case in point was my CCT recommendation - see my other post on CCT - CapitaComm Trust)

Biosensors: Revenue up 87%. Gross Profit up 240% to 15.2m USD. China expansion on track. Bio medical industry moving silently but surely. Stent research has gone a major breakthrough - with major China/India population getting older, and obese, demand for their technology for healthcare is created by the virtue of better income (and unfortunately riskier personal health due to over consumption of fatty foods)

52 week high was 0.735. So the target of 0.77 factors in the minor discount of inflation - actually still very conservative estimates. Those higher risk players, could opt to push it to 0.80 for a good 25 cents or close to 40% gains.

Buy now, prices fluctuated last week now down to the lower level. So those technical analysis investors probably could put up a chart here if you wish. 

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Posted 21 June 2009 - 12:37 PM

"A potential takeover target?"
The wording sounds negative. If instead "a valued acquisition objective".

If I am Biosensors, I should be utterly proud and happy. My performance - someone has taken note of it.

Whichever it is - normally during an acquisition, the price should rise since basically it means someone is interested in me and my performance. Thus others will take notice. My records are blemish free, profits up, so surely the future value opportunity is clearly there.

Case study: Yahoo was under Microsoft's acquisition bid last year 2008; its stock shot up over 20%.

Posted 27 June 2009 - 01:59 PM

Calvin Klein's famous brand name: Contradiction
Part of trading/investing/playing stocks is to realise that it's a contradiction.

Firstly: We view stocks or finance as mathematically inclined. Those dealing with figures, finite number, ordinal sums, averages, profit reports, Future Value calculations. Formulas. Concrete shareholder reports. Verified. Ratings. Fitch. S and P AAA+. PE Values. Very finite indeed.

Secondly: Feelings. It is also greed. I-Follow-You. Strong sentimental words like - bankruptcy, toxic waste, and to quote some of the viewers posts "plague, avoid, vested heavily, potential takeover". It's more or less in short like some love affair or love story. You hate this girl because she's so pretty. At the same time you really want to have her. It's maybe a pretty stock like SIA or Singtel. When it goes up, you swoon. Wishing you had bought her. When it goes down, you cry, you shout, you abuse it. You stop taking SIA flights. Very emotional indeed.

Conclusion: You can read signs from wordings, from love songs, you get your feelings enhanced. Alas, this thread and the lot of my analysis are titled under "Fundamental Analysis" - meaning the fundamentals of the stock. The Part 2 or the emotional part, each person, investor, seller and buyer, have to make their own decision pertaining to wooing a stock. Just like wooing a person. The fundamental part - be a nice person, punctual, buy flowers, do good, be humourous, polite, dedicated, funny, reliable, trust, nice to their friends = these are the fundamentals.

The rest: it's all up to you and your final decisions. 

Oil price and Collapse the movie

Oil prices peaked at over $150 USD per barrel. Then it collapsed. But what is the significance of this short collapse today?

The movie Collapse is about how oil plays a major role in every aspect of the modern human being's life. We cannot get untangled. Its alas, all linked up. Michael Ruppert's investigation and in depth analysis goes a long way and drives in the irrepressible fact that this finite source of stored-energy will be depleted. The process of depleting it is continuously exponential, the various solutions prove to be futile, and the chase to "increase a nation's GDP" is not sustainable. Before the end of the line, chaos would have reigned and brought in Armageddon before the last 10 barrels of oil will be ever used.

The significance for us: Now USD is going on a steep downtrend. 20 years or so ago, 1 USD bought 2.70 ringgit (Malaysian Ringgit or MYR). It went to a high of 5.00 ringgit, and then fixed at 3.80 for a decade, and now retracing back to 3.00. Every item - inversely like Midas - is almost a by-product of oil and its derivatives. Connect these words and a factual financial sentence will form.

Food - pesticides - fertilizers - trucks - plastic containers - garbage bags.
Toys - plastic - trucks - driving to work - bags.
Car - interior - -plastic - oil - petrol - plastic casings.
Having a shower - soap, shampoo, mat, water knob.
Having a vacation.

That plastic chair you're seating. Oil. Petroleum base product.
That spoon you used for the creme brule. Fetch here by trucks - oil consumed.
Going to school. School bus. Tapes. Make-up. Clothing. Packaging.
Your house. Colourful paint for your home. Alarm system.

Therefore: this insatiable demand will rise exponentially again. 3 years - 5 years? 10 years. Think of oil companies and oil related. Such as Ezra, CNOOC, Petronas, China OilField, KS Energy.

YTLe a possible gold rush as per GPacket last year

Remember last year when Green Packet was being "gold-rushed" into a super high of $1.70 from an average of 0.80? This could happen again this year to YTLe - curently trading at 0.85. Green Packet's Wimax deployment has been consistent, but due to the geographical nature of Malaysia, many challenges were tough to overcome. As compared to a Wimax enabled country such as South Korea (small, 70% of population concentrated in Seoul, HNWI, higher per capita GDP) or a small footprint with high income nations such as Singapore or Hong Kong - or even Taiwan.

YTLe is the top challenger to Green Packet. And perhaps this might be a good gold rush for this stock.

While from old experience and history, it is a very tough market - with TM being government back hitting hard right after Green Packet was starting to roll-out - such as one-sided support for high-speed national broadband - virtually pushing another free monopoly while "back stabbing" Wimax players who have been hoping more government support.

Remember the situation witth the nationwide fibre optics cable company 10 years ago? 

Unfortunately, Malaysia has a knack for bungling infrastructure. Just look at the basic transportation infrastructure. It is parallel to internet traffic. Tons of cars being pushed into roads. Congestion and bottleneck! Correct. The last-mile connectivity is never given a thought. 

Another (un)great example: KL Sentral - the supposedly mega transport hub of the nation. Look, downstairs. There is just one single stairways to the buses. Again a super-mega bottleneck. 50 000 people going up and down that one single stairway sweating literally like dried sardines? What if there was a fire upstairs? A stampede? The simple reason the plan was approved is the politician or executive who approved it will never ever have to ride the bus downstairs. 

Therefore, back to Wimax in Malaysia. It is a great technology which perhaps if harnessed well, could propel the whole nation forward. Just like in Korea. Or if history will repeat, it will be another bottleneck. The greatest fibre optics on the nation, didn't take off. Because of bottlenecks and last-mile-hurdle and obviously cost of access. 

In my analysis: Perhaps the situation will consolidate (not so soon perhaps 3-5 years?) from several players to 2 players. Banks - yes that happened. Telco - yes that too. And if a consolidated few could give greater economies of scale, then this should have already been thought about since day one. But alas, inefficiency is a habit that has crippled the nation.