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
Thursday, July 22, 2010
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%
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
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
Monday, July 19, 2010
Mobile phone market share in China
Nokia 33%
Samsung 25%
Lenovo 24%
Tianyu 7.5%
Motorola 6%
Others 10%
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
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
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
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
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
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
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
Monday, March 8, 2010
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
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
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
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
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