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.