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What he knows more or who he knows more ?
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.
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The declining media business (and share price) of SPH got me looking into its financials recently.
Its Annual Report 2016 on page 160 shows that it had $623m of investments under non-current assets. $506m of these are equity securities and $108m are investment funds. What are these equities and investment funds?
It also had $358m of investments under current assets. $319m being investment funds, while $38m are bonds. What are these investment funds and bonds?
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22-06-2017, 10:46 PM
(This post was last modified: 22-06-2017, 10:47 PM by holymage.)
For equities, I know sph invested in iFAST pre-ipo as well as sgcarmart and the likes. You can also Google to search for their investments.
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SPH will expand aggressively into property development and owning properties with recurring incomes.
it's the only way for such a co. at the moment!
buy-buy-buy!!
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR!
4) In BULL, SELL-SELL-SELL!
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(23-06-2017, 04:41 PM)brattzz Wrote: SPH will expand aggressively into property development and owning properties with recurring incomes.
it's the only way for such a co. at the moment!
buy-buy-buy!!
Ha! Ha!
Serious?
Do you want to say Bye, bye bye?
Actually if the price is right(Aka value), this company is still viable to buy.
New CEO lei...... Hmm....???
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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While the price has generally been falling, it seems that the long-term prospects of the media business is falling faster. Even if you control 100% of a market, it doesn't make economic sense to buy into the business if that market is shrinking.
The assets which I will prefer to place greater emphasis when valuing SPH will be its real estate and 'investments.'
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it's already known as Singapore Property Holdings liao, media biz is just a distraction,
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR!
4) In BULL, SELL-SELL-SELL!
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14-07-2017, 10:11 PM
(This post was last modified: 14-07-2017, 10:20 PM by CY09.
Edit Reason: edits
)
While media has declined, what is interesting is how the property segment continues to impress with revised upward valuations of the property. It seems the property boom in Singapore is not dying yet, but still growing with higher valuations of property apprised by our valuers.
Rentals for retail outlets are still rising as evident by SPHreit's results despite the supposedly gloom of the retail scene. Maybe it is because we have rich NSFs who are still able to afford the luxury priced items on display.
It is no wonder that many hold the belief the value of Singapore's property is that of a one way trajectory
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Share price keep heading south , investors have no confidence in the business model or the management ?
“risk comes from not knowing what you’re doing.”
I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.