SGX-listed companies that have economic moats
15-03-2013, 02:05 PM
(This post was last modified: 15-03-2013, 02:07 PM by Contrarian.)
> Another example is Sheng Siong. 1. Their selling point winner is the lucky draw, as my mum in law amazed me. 2. Their cost advantage is in the lower rental locations.
15-03-2013, 02:21 PM
obviously... the company that allows other companies to list.
15-03-2013, 02:38 PM
Unlisted ones usually easier to find:
1. Singapore Pools 2. Sistic (concert booking)
15-03-2013, 02:50 PM
The same question posed 5 years ago would probably have garnered the likes of SMRT as a viable response. I doubt anyone would mention it today considering the high political cost in raising transportation fees while being forced to continually commit to more capex and improving its productivity and employee well being. Sometimes what gives a company an edge (monopoly, highly regulated industry, government ownership etc) could be its millstone in the future.
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
15-03-2013, 03:53 PM
(15-03-2013, 02:50 PM)Nick Wrote: The same question posed 5 years ago would probably have garnered the likes of SMRT as a viable response. I doubt anyone would mention it today considering the high political cost in raising transportation fees while being forced to continually commit to more capex and improving its productivity and employee well being. Sometimes what gives a company an edge (monopoly, highly regulated industry, government ownership etc) could be its millstone in the future. I suppose having a moat and having an incredible franchise are 2 different things? Although SMRT has a moat and precisely cos' it's a regulatory one, they don't have an incredible franchise as they can't anyhow raise price for the transport part of their biz...
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
------------ 知己知彼 ，百战不殆 ；不知彼 ，不知己 ，每战必殆 ------------
St electronics. Almost monopolize spore defence contracts.
15-03-2013, 04:31 PM
(13-03-2013, 10:24 PM)viruskbs Wrote:(12-03-2013, 12:36 AM)wizguy84 Wrote:(12-03-2013, 12:02 AM)a74henry Wrote: Economic moat.Example, a strong brand name. There are a number of Singapore listed companies with a strong brand. Not sure about WB himself but definitely one of the Superinvestors of Graham and Doddsville. See http://www.tweedy.com/resources/gvf2/TBC...123112.pdf Vested.
17-03-2013, 09:45 AM
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