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!