In 2007, ballooned to USD 600 trn (11x global GDP)
In 1997, it was USD 75trn (2.5x global GDP)
Part of the reason for the credit crunch now
Thursday, December 25, 2008
Credit growth
Post war credit growth 9% annually
Banking crisis will reduce this to 1% in US
Impact to GDP negative 1.5%
Banking crisis will reduce this to 1% in US
Impact to GDP negative 1.5%
Banking crisis
Average downturn for recent banking crisis = 4 yrs
This one started in July 2007
ie recovery in 2011?
Average cost to public purse = 16% of GDP
Japan's case =24% of GDP
US has put 7% of GDP to rescue, if successful, actually much better than average and would save US a lot of trouble
This one started in July 2007
ie recovery in 2011?
Average cost to public purse = 16% of GDP
Japan's case =24% of GDP
US has put 7% of GDP to rescue, if successful, actually much better than average and would save US a lot of trouble
Signs of Colon Cancer
1. Blood in stool (dried red colour)
2. Thin and small faeces
3. Need to visit loo very often
4. Anemic
5. Constipation and diarrhea at the same time
1 in 3 humans will get cancer in their lifetime
2. Thin and small faeces
3. Need to visit loo very often
4. Anemic
5. Constipation and diarrhea at the same time
1 in 3 humans will get cancer in their lifetime
Lithium Ion Battery
Sanyo 25%
Sony 16%
BYD (China) 13%
Panasonic 11%
SDI (Korea) 10%
LG Chem 9%
Others 16%
800mn units (2004)
USD 3.5 per unit
USD 3bn mkt
Sony 16%
BYD (China) 13%
Panasonic 11%
SDI (Korea) 10%
LG Chem 9%
Others 16%
800mn units (2004)
USD 3.5 per unit
USD 3bn mkt
Wednesday, December 24, 2008
Iron Ore and Coal
Worldwide pdtn 720mn t
CVRD 33%
Rio Tinto 23%
BHP 16%
Others 28%
Top 3 players 72%
BHP (BMA) 26%
Xstrada 7%
Rio Tinto 7%
Anglo 7%
Other Australia players 13%
Elk Valley (Canada) 12%
US 10%
China 5%
Other 13%
Top 5 players 59%
CVRD 33%
Rio Tinto 23%
BHP 16%
Others 28%
Top 3 players 72%
BHP (BMA) 26%
Xstrada 7%
Rio Tinto 7%
Anglo 7%
Other Australia players 13%
Elk Valley (Canada) 12%
US 10%
China 5%
Other 13%
Top 5 players 59%
Visitors to Zoo, Bird Park, Night Safari
In 2004
zoo has an average of 1.5 million visitors,
bird park, 900,000,
and the Night Safari, 850,000.
They bring in an estimated $60 million in revenue
One-time entry fee
Zoo and bird park is $14 for adults and $7 for children
Night Safari, it is $18 for adults and $9 for children
Wildlife Reserves has increased the family membership fees
Friends of the Zoo Friends of the Birds packages from $87 and $81 a year to $100 Friends of Night Safari package $150
New membership package called Wildlife Unlimited
Annual fee of $240, two adults and three children under 12 years old can
get access to all the three attractions any number of times
Target one million members in the next three months
In 2007
Jurong BirdPark 830,000 visitors
Singapore Zoo 1.5 million visitors
Night Safari, 1.1 million
Their combined turnover: $77 million
In 2008, revenue $88 million, profits mgn 20%
Ms Chiang, 57, a former Nominated Member of Parliament and senior vice-president of luxury hotel chain Banyan Tree, is chairwoman of WildLife Reserve Singapore.
Predecessor Robert Kwan
Ms Fanny Lai, group chief executive officer.
Three parks have been venues for about 50 weddings a year for the last three years.
Ms Chiang's vision is for the parks to reach out to couples, elderlys, businessmen etc.
WRS introduced the 3-in-1 Park Hopper ticket, which buys entry to all three parks once within a month at $40 for adults and $20 for children under 13.
'Wildlife Unlimited Plus' family memberships at $430, which will give a family of two adults and three children unlimited entry to all three attractions.
1.8x increase over 4 yrs?
zoo has an average of 1.5 million visitors,
bird park, 900,000,
and the Night Safari, 850,000.
They bring in an estimated $60 million in revenue
One-time entry fee
Zoo and bird park is $14 for adults and $7 for children
Night Safari, it is $18 for adults and $9 for children
Wildlife Reserves has increased the family membership fees
Friends of the Zoo Friends of the Birds packages from $87 and $81 a year to $100 Friends of Night Safari package $150
New membership package called Wildlife Unlimited
Annual fee of $240, two adults and three children under 12 years old can
get access to all the three attractions any number of times
Target one million members in the next three months
In 2007
Jurong BirdPark 830,000 visitors
Singapore Zoo 1.5 million visitors
Night Safari, 1.1 million
Their combined turnover: $77 million
In 2008, revenue $88 million, profits mgn 20%
Ms Chiang, 57, a former Nominated Member of Parliament and senior vice-president of luxury hotel chain Banyan Tree, is chairwoman of WildLife Reserve Singapore.
Predecessor Robert Kwan
Ms Fanny Lai, group chief executive officer.
Three parks have been venues for about 50 weddings a year for the last three years.
Ms Chiang's vision is for the parks to reach out to couples, elderlys, businessmen etc.
WRS introduced the 3-in-1 Park Hopper ticket, which buys entry to all three parks once within a month at $40 for adults and $20 for children under 13.
'Wildlife Unlimited Plus' family memberships at $430, which will give a family of two adults and three children unlimited entry to all three attractions.
1.8x increase over 4 yrs?
Singapore Flyer
Hit 1mn visitors in 5 mths
On target to hit 2.5mn visitors in first yr
Ticket sales revenue $75mn
Cost of flyer $240mn
Hence ticket sales can cover building cost in 3.2yrs
Factoring in running costs, probably DCF positive in 5-6yrs
This is probably the best case scenario...
However if visitor no.s drop to by 50%, revenue $38mn
Building cost payback 6.5yrs, running cost included 11-12yrs
i.e. bad investment
Maximum revenue $130mn, 4.4mn visitors, payback 1.8yrs
20 businesses at Flyer mostly losing money bcos pple just go for ride and go home
Qns to ask
What is running cost of flyer?
Rental revenue? (currently earning as landlord but not sustainable bcos most shops will close if this goes on...)
On target to hit 2.5mn visitors in first yr
Ticket sales revenue $75mn
Cost of flyer $240mn
Hence ticket sales can cover building cost in 3.2yrs
Factoring in running costs, probably DCF positive in 5-6yrs
This is probably the best case scenario...
However if visitor no.s drop to by 50%, revenue $38mn
Building cost payback 6.5yrs, running cost included 11-12yrs
i.e. bad investment
Maximum revenue $130mn, 4.4mn visitors, payback 1.8yrs
20 businesses at Flyer mostly losing money bcos pple just go for ride and go home
Qns to ask
What is running cost of flyer?
Rental revenue? (currently earning as landlord but not sustainable bcos most shops will close if this goes on...)
Sg population and PR stats
100,000 old residents in Singapore
6,000 foreign brides in Singapore
2,000 Singaporeans over 1mn in annual salary
24,000 marriages each yr in Singapore
30,000 new PRs 2000-2004
50,000 new PRs 2005-2006
6,000 foreign brides in Singapore
2,000 Singaporeans over 1mn in annual salary
24,000 marriages each yr in Singapore
30,000 new PRs 2000-2004
50,000 new PRs 2005-2006
Friday, December 19, 2008
Asia Pharma
Total USD 50bn mkt
China 20bn CAGR 20%
Korea 11bn 9%
India 8.7bn 13%
Taiwan 3.6bn 3%
Thailand 2.7bn 13%
Philippines 2.4bn 9%
Indonesia 2.3bn 10%
Hong Kong 0.7bn 11%
Expected to grow to 100bn in 2012
China 20bn CAGR 20%
Korea 11bn 9%
India 8.7bn 13%
Taiwan 3.6bn 3%
Thailand 2.7bn 13%
Philippines 2.4bn 9%
Indonesia 2.3bn 10%
Hong Kong 0.7bn 11%
Expected to grow to 100bn in 2012
Saturday, December 13, 2008
SIA fleet
In its fleet, Singapore Airlines has 90 Boeing planes of different models and 11 Airbus planes, including six A380s. The airline has also placed a firm order for one Boeing 777-300ER, with an option of purchasing another 13 of the planes.
100 planes in total
100 planes in total
Friday, December 5, 2008
Wednesday, December 3, 2008
Solar Industry
Total global pdtn 5500 MW
Q-cells 9.1%
Sharp 8.5%
Suntech 7.9%
Kyocera 4.8%
First Solar 4.7%
Motech 4.1%
SolarWorld 4.0%
Sanyo 3.9%
Yingli 3.4%
JA Solar 3.1%
Others 46.6%
Q-cells 9.1%
Sharp 8.5%
Suntech 7.9%
Kyocera 4.8%
First Solar 4.7%
Motech 4.1%
SolarWorld 4.0%
Sanyo 3.9%
Yingli 3.4%
JA Solar 3.1%
Others 46.6%
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