Tuesday, November 2, 2010

Singapore F1 stats

Attendance
2008 Total 100,000 Foreigners 50,000
2009 Total 70,000 Foreigners 20,000
2010 Total 80,000 Foreigners 40,000

Tourism Receipts
2008 S$180mn
2009 S$90mn
2010 S$93mn

Cost of F1 S$150mn per year
60% of bill foot by Sg Govt
40% by Ong Beng Seng
But 70% of revenue goes to OBS

ie "losses" for Sg Govt S$60mn per year
ie about S$2.5 per user to get 150mn F1 TV viewers globally to see Singapore

Should F1 continue after 2014, terms with OBS have to be revised.

Shanghai Expo

73 mn visitors in 1st 6 mths
USD 40bn spent on city wide upgrade
including 150 subway stations
Ticket sales would have generated USD 1.8bn
but Chinese are subsidized by Govt

Friday, October 8, 2010

iPad and Netbooks

11mn iPad to be sold in 2010
20mn estimated in 2011

30mn netbooks sold in 2009
Probably the peak of netbooks has passed

Thursday, October 7, 2010

Lawyers per population

1 Lawyer for x no. of people

US 265
Brazil 326
NZ 391
Spain 395
UK 401
Italy 488
Germany 593
France 1403

US and India has more than 1mn lawyers
US has much less than the often quote myth of 70% of world's lawyers

Thursday, September 23, 2010

Singapore Expat Salaries

45% of Singapore's Expat earns more than $265,000, which is more than the top 10% of Singapore's household.

If Expat use 20% of income as rental, the supportive rental level is

$53,000 per year
$4,400 per month

Using a cap rate of 5%
The supportive property price is then $1.06mn

Saturday, September 11, 2010

SGX ETF

74 ETF
Trading value $4bn
Most active gold, india, china

Global ETF AUM
US$1 trn
2200 ETF on 42 exchanges

Tuesday, August 10, 2010

Wheat

Total 122 mn tons

US 27mn t
EU 23mn t
Canada 15.5mn t
Australia 15mn t
Russia 15mn t
Kazakhstan 8mn t
Ukraine 8mn t
Argentina 7mn t
Turkey 3.1mn t
Mexico 1.2mn t

Sunday, August 8, 2010

Sg job creation

Sg created

36,000 jobs 2Q CY 2010
26,000 jobs 1Q CY 2010

Wednesday, August 4, 2010

Online gambling

Total USD 26bn

17% US
14% Japan
11.5% UK
7% Italy
5% Germany
5% France
3.7% Sweden
3.4% Australia
3.3% HK
3.3% Canada
27% Others

Market to grow to USD 36bn in 2012

Global gambling market

USD 335bn

31% Casino
30% Lottery
22% Non-casino gaming machine
7% Horse racing
5% Sports betting
5% Bingo and others

Online USD 26bn

Wednesday, July 28, 2010

China land prices

US$400 per square meter (105 cities)
about US$40 psf or S$60 psf

Thursday, July 22, 2010

Asia Export

Asia 10: China, HK, India, Indonesia, Korea, Malaysia, Philippines, Singapore, Taiwan, Thailand

US 14%
Japan 7%
EU 15%
Intra Asia 48%
ROW 8%

30% or so of export goes to OECD countries
60% or so goes back intra Asia

TV market share

2010

Samsung 18%
LG 13%
Sony 11%
Toshiba 6.6%
Sharp 5.5%
Panasonic 5%
Philips 4.5%
Vizio 3.6%
Funai 3.6%
Sanyo 2.9%
JVC 0.1%

Chinese players 20%
Others 6.2%

Global tech stuff shipment

2010
Mobile 1.1bn units

PCs 360mn
Of which desktop 140mn
Of which laptop 220mn

TVs 210mn
Of which LCD 170mn
Of which PDP 40mn

DSC 130mn
Of which SLR 11mn

Tuesday, July 20, 2010

Oil Rig Count

Total 2800
US 1500
Canada 230
Far East 270
Africa 80
Europe 100
Latam 390

Monday, July 19, 2010

Mobile phone market share in China

Nokia 33%
Samsung 25%
Lenovo 24%
Tianyu 7.5%
Motorola 6%
Others 10%

Monday, July 5, 2010

Dividend Yield Stocks - 2010


This is a bonus post!

Generated a list of stocks with high dividend on the SGX (more than 5% dividend yield)

Sorted according to payout ratio, a high payout ratio means that there is increased likelihood that the firm cannot maintain its dividend if earnings don't do well.

Other display fields include reported PE, PB, 3 yr average ROE and EBIT margin.

Personally, I think Boustead, Vicom and SATS are well-known and solid dividend plays listed on SGX. Haven't done much research on most of these stocks.

Also, pls be reminded that the yield is average 3 yr yield, which is slightly different from the current yield. Current yield is lower for most stocks. Eg. Vicom, SATS are 4 plus % based on current yield while the table shows 5-6% yield.

Anyways, hope this helps!

Thursday, May 13, 2010

Highest paid CEOs of S&P500

1. Carol Bartz, Yahoo Inc., $47.2 million

2. Leslie Moonves, CBS Corp., $42.9 million

3. Marc Casper, Thermo Fisher Scientific Inc., $34.1 million

4. Philippe Dauman, Viacom Inc., $33.9 million

5. J. Raymond Elliott, Boston Scientific Corp., $33.3 million

6. Ray Irani, Occidental Petroleum Corp., $31.4 million

7. Glen Senk, Urban Outfitters Inc., $29.9 million

8. Brian Roberts, Comcast Corp., $27.2 million

9. William Weldon, Johnson & Johnson, $25.5 million

10. Louis Camilleri, Philip Morris International Inc., $24.4 million

Wednesday, April 14, 2010

Gem demand

Sales of diamonds in Belgium

in USD
China $737mn
US $695mn
Israel $274mn
Switzerland $237mn
UAE $140mn
India $139mn
UK $66mn
France $56mn
Italy $55mn

Tuesday, April 13, 2010

AirAsia vs SIA

Since beginning full-scale operations in 2002, AirAsia has grown sharply by offering low-cost flights. As of the end of 2009, the company served 136 cities in a total of 18 countries and areas. AirAsia saw its passenger traffic jump 24% to about 22.7 million last year, topping Singapore Airlines Ltd.'s roughly 16.3 million to become the biggest airline company in Southeast Asia.

Jakarta: Vehicles and Pollution

8.5mn residents
9.9mn vehicles (including motorbikes)

Causing major pollution issues

China's Real Estate

China cost of 100sqm house over average annual household income has been hovering around 9-11x for the past 10 years.

Beijing is 16x, in most cities, more than 8x

However Chinese citizens have government subsidies or parents to help them coup with such high prices. Mostly people afford their 1st private home from their sale of public housing, which is usually their first home
Or enjoy parent support when buying their 1st private home

Housing composition
35% public housing
13% rented public house
9% economic houses
23% commercial houses
5% rented commercial houses
11% self constructed
4% others

Downpayment of homes usually 3x annual income
mortage servicing cost is 50% of disposable income

High price to income ratio in China supported by 50m upper income households, which is 8x annual household supply of 6mn units

Home buyers have very little leverage, consumer debt only 16% of GDP
US consumer never hit below 20% of GDP by contrast

There is a risk of more than the usual in 6mn units of supply bcos municipal govt gets 30-50% of revenue from land sales and are unlikely to stop selling land

But 1% increase in urbanization rate means 4-5m new urban households every year - hence the supply glut would be covered in time

There are talks of introducing a 1.5% property tax based on 70% of buying price

Wednesday, April 7, 2010

Alkaff Mansion

Top bid rent $79,251
by LES

SLA rent guide $28,100 per month

2nd bidder $41,300 br Frangance Group


Gross floor area 13,000 sq ft
Land area 97,000 sq ft

LES psf $6
SLA psf $2

Monday, March 22, 2010

Singapore motor insurance

It said industry losses narrowed sharply to $44.5 million last year from $214 million the year before, partly as a result of steep premium hikes last year.
The hike pushed the amount of pre-miums collected across the billion-dollar mark for the first time: Insurers collected $1.08 billion from a record 925,518 vehicles on the road.

$48 loss per insured vehicle - 2009
$231 loss per insured vehicle - 2008

Tuesday, February 23, 2010

Disease ranking

Malaria 300-500 million annually
Childhood pneumonia 150million annually
Dengue fever 50mn cases annually
Cancer new cases 10mn annually
Diabetes 8.5mn annually
New AIDS victim 2.7mn annually



AIDS
People living with HIV/AIDS in 2008 33 million
New AIDS victim 2.7mn
More than 25 million people have died of AIDS since 1981

Diabetes
170mn diabetic patients globally
3.2mn dies every year

Cancer
New cases 10mn
6mn deaths
100mn culmulative death from tobacco related cancer

Malaria
300-500 million people contract malaria annually

One million people die each year from malaria

Childhood pneumonia
Pneumonia kills an estimated 1.8 million children every year
Accounting for 20% of all deaths of children under five years old worldwide

Wednesday, January 27, 2010

Thursday, January 14, 2010

Global online gaming market size

Korea USD 2-3bn
China USD 2.3bn
Japan USD 1bn
US USD 0.8bn
EU USD 0.6bn

Comparison of various famous genocides/atrocities

Death tolls

6mn WWII Jews Genocide (1942-45)
3mn Khmer Rouge @ Cambodia (1975-79)
2-3mn Cultural Revolution (1966-76)
3mn North Korea Arduous March (1995-98)
1mn Rwanda (1994)
0.2-0.3mn Nanjing Massacre (1937)
0.1mn Hiroshima Atomic Bombing (1945)
60,000 Nagasaki Atomic Boming (1945)
50,000 Changi Beach Massacre (1942)
3,000 Tiananmen Incident (1989)

Shortest time span record - Hiroshima 0.1mn death in 10 seconds