Bank loan to GDP

China bank loan to GDP 111%
Japan in 1989 103%

HDD

Global unit sales 550mn units

Global insurance

All in USD
Global mkt size 2.6trn
US 600bn
Jpn 400bn
UK 350bn
France 200bn
Germany 100bn

Insurance spending per person
UK 5100 USD
Ireland 4200
Switzerland 3100
France 2900
Finland 2900
Denmark 2800
Japan 2800
Hong Kong 2500
Belgium 2400
Sweden 2200

Insurance mkt as % of GDP
Switzerland 4.9%
US 4.8%
New Zealand 4.5%
Netherlands 4.3%
Slovenia 4%
Canada 3.9%
Germany 3.8%
UK 3.4%
Australia 3.2%
S. Korea 3.2%
Taiwan 2.9%
Japan 2.2%

BRICs car sales

BRICs car sales 13mn cars in 2006
20% of global car sales
50% increase from 2000
Car ownership 2% in India and China

Immersion lithography

Toshiba 55% immersion, 43nm starting
Samsung 30% immersion, 51nm
Hynix 57nm to move to 48nm
Micron immersion ratio unknown, 60% of capacity on 51nm

Data storage

EMC + IBM + Hitachi 650bn GB
Pricing USD 6/GB

NAND 1.2bn GB
Pricing USD 8.7/GB

NAND usage to inc to 2bn GB in 2010

China LCD potential

China TV mkt
40mn units in total
10mn LCD units but 50% Chinese brands

10mn LCD units to increase to 30mn units in few yrs

US biggest mutual funds

75% of the money in index funds is in S&P 500
Vanguard Index 500 has $44 billion, tracks S&P 500
US biggest mutual fund is Fidelity Magellan ($58 billion)
ie Vanguard Index 500 is No.2?
Pension fund has $600-$700 billion in S&P 500

Biggest co.s by Profit

Biggest co.s by profit, ExxonMobil No.1 at USD 20bn profit

But rumored that Abu Dhabi oil co. is even bigger.

No Chinese co.s

Singtel OP SGD 2bn

Whole of Singapore co.s (excluding loss-making co.s) USD 12bn OP

Mkt cap of stocks listed in various Exchanges

Global Optical Fiber Demand

At the peak of IT bubble, 2001 shipment 110mn km
2005 75mn km
2006 90mn km
2007 95mn km

China is now the 2nd largest optical fiber market after US
Should overtake US in 1-2 yrs time

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