Biggest co.s by Sales

Biggest revenue USD 250bn, Walmart

Last of Top 10 USD 130bn, Total (French co.)

2005 no.s

A380 vs passenger car

3 litres of fuel per passenger per 100km for A380
similar to the fuel consumption of a small family car.

1 litre 10km / 3 pple
ie 0.3 litre 10km per passenger
ie 3 litre per passenger per 100km

1 litre is $2 for one car
1 litre is $0.6 per passenger

Singapore Tokyo fuel surcharge $250
Singapore Tokyo distance 5,300km, so needs 159 litres of fuel

1 litre is $1.6 per aeroplane passenger

Singapore kerosene 216 c per gallon (1985 35c per gallon, 2000 70-100c per gallion)
ie 1 litre of Singapore kerosene cost $0.5 to $0.55 (for SIA)

Sentosa, Bintan, Batam and Bali

Sentosa
In 2001, 3.4mn visitors to Sentosa
In 2005 5.2mn visitors to Sentosa (55% Singaporeans)
1.6mn visitors to Underwater World
Masterplan to revamp Sentosa S$8bn for 10 yrs!
Sentosa is 500ha big

Bintan
In 1998 230,000 visitors to Bintan (Pathetic)

Batam
In 2005 1mn visitors to Batam
In 2004 1.5mn visitors to Batam

Bali
3-5mn visitors to Bali every year

Visitors at Disney Theme Parks

California Adventure not doing well

Breakeven visitors 6mn or so per yr - perhaps

Over 100mn visitors to Disney every year, Disney collects roughly USD 8.7bn fr visitors

Sentosa needs 6mn visitors to become successful - high hurdle?

Tax and millionaires

2121 million dollar income earners in Singapore
383 new million dollar income earners
Million dollar income earners contributed 0.7bn SGD in tax
This is 14.5% of total personal income tax collected. Total 4.7bn SGD

Tota tax revenue 23bn
Corporate tax 8.5bn
- Wholesale and retail 2bn (mom & pop stores paying the most tax!!?)
- Finance 1.9bn

GST 4bn
Propery tax 2bn

67 new co.s listed on SGX

FX strategies

FX carry trade, the most successful of all FX strategies
earned 13% including interest earned per year since 1980

New STI

30 stocks in STI

Creative become small cap

Dry bulk statistics

6500 dry bulk ships in the world, carry 380mn t of stuff

Iron ore usage, China 500mn t

Solar energy cost vs coventional

Solar USD 0.40 / kwh
Conventional USD 0.20 /kwh

Solar is now 2x or 3x more expensive than conventional only

Global SPE market

Semiconductor USD 250bn mkt
Capex USD50bn mkt
SPE USD30bn mkt
Litho USD6bn mkt

Rich Chinese

40 billionaires in China
Combined net worth of 120bn USD

China richest woman Yang Huiyan also richest woman in Asia
Net worth of 16bn USD
Inherited property fr Dad, Country Garden Holdings

China has more billionaires than Japan now

AUM in Singapore

Hedge fund USD 7.7bn 2006
Hedge fund USD 16.5bn 2007 YTD
Incl long only USD 30bn
Japan hedge fund AUM declined fr USD 22bn to USD 17bn

Australia USD 38bn
Hong Kong USD 28bn
Japan USD 17bn
Singapore USD 16bn

Singapore only international hedge fund community, Australia domestic, HK China focus, Japan domestic.

Singapore private banking AUM USD 500bn which serve to support the HF growth

Five mega hedge funds boasting assets of over US$1 billion each.
They include Artradis, Tantallon, Aisling, Broad Peak and LAPP

Airlines vs Singtel

The whole airline industry earned USD 5bn in 2006
Singtel earned USD 2.4bn in Net Profit FY2006