Take note that if there is a failure to move above the red zone and if the blue zone support does not hold an imminent slide between the blue dotted channel will be triggered.
Posts
11 hours ago
Thursday, November 22, 2012
Olam Muddy Waters Saga In Chart Format as at 22nd Nov 2012 12.48 pm
Take note that if there is a failure to move above the red zone and if the blue zone support does not hold an imminent slide between the blue dotted channel will be triggered.
Wednesday, November 21, 2012
Muddy Waters Research
The Chinese have an old proverb, “ζ΅ζ°΄ζΈι±Ό” (muddy waters make it easy to catch fish). In other words, opacity creates opportunities to make money. This way of thinking has been part of Chinese culture for centuries, and it is institutionalized in the modern PRC.
Western investors and their regulatory systems are inherently unprepared for muddy waters environments. Moreover, Harvard-educated Chinese analysts based in New York usually have little more in common with Chinese company managers than you do. As a result, many sub-par Chinese companies find ways to game the system and trade at inflated values. At the same time, a number of well-run and well-positioned companies are underappreciated because their managements, often abandoned by RTO or IPO sponsors, are awkward to foreign investors.
http://www.muddywatersresearch.com/
http://www.muddywatersresearch.com/research/
Western investors and their regulatory systems are inherently unprepared for muddy waters environments. Moreover, Harvard-educated Chinese analysts based in New York usually have little more in common with Chinese company managers than you do. As a result, many sub-par Chinese companies find ways to game the system and trade at inflated values. At the same time, a number of well-run and well-positioned companies are underappreciated because their managements, often abandoned by RTO or IPO sponsors, are awkward to foreign investors.
http://www.muddywatersresearch.com/
http://www.muddywatersresearch.com/research/
Carson C. Block
Founder and research director of Muddy Waters Research
U.S. lawyer
Got into the business of researching Chinese stocks after law school
Based in Shanghai because post-legal opportunities would be better
Owner of a storage company in Shanghai called Love Box Self Storage
Author of "Doing Business in China for Dummies."
Founder and Managing Director of YBS Investment Consulting, which is based in Singapore
Advises high networth individuals and families on their investments.
Advises companies and investment firms on China-related investments.
Adjunct professor at the Chicago-Kent College of Law.
Founder and owner of ChinaPrimer.com Ltd (www.chinaprimer.com) which helps enterprises save money and minimize risks when entering China.
Had a stint in corporate finance at CIBC World Markets
Read more at http://m.theglobeandmail.com/report-on-business/streetwise/the-man-behind-the-sino-forest-takedown/article2044756/?service=mobile
U.S. lawyer
Got into the business of researching Chinese stocks after law school
Based in Shanghai because post-legal opportunities would be better
Owner of a storage company in Shanghai called Love Box Self Storage
Author of "Doing Business in China for Dummies."
Founder and Managing Director of YBS Investment Consulting, which is based in Singapore
Advises high networth individuals and families on their investments.
Advises companies and investment firms on China-related investments.
Adjunct professor at the Chicago-Kent College of Law.
Founder and owner of ChinaPrimer.com Ltd (www.chinaprimer.com) which helps enterprises save money and minimize risks when entering China.
Had a stint in corporate finance at CIBC World Markets
Read more at http://m.theglobeandmail.com/report-on-business/streetwise/the-man-behind-the-sino-forest-takedown/article2044756/?service=mobile
Commodities Stocks Listed on SGX
1. Kencana Agri
Producer of Crude Palm Oil ("CPO") and Crude Palm Kernel Oil ("CPKO") in Indonesia, with oil palm plantations strategically located in the Sumatera, Kalimantan and Sulawesi regions.
2. Golden Agri Resources
World's second largest palm oil plantation company with a total planted area of 459,500 hectares (including smallholders) as at 30 September 2012, located in Indonesia.
Cultivating and harvesting of oil palm trees; processing of fresh fruit bunch into crude palm oil ("CPO") and palm kernel; and refining CPO into value-added products such as cooking oil, margarine and shortening.
3. Olam International
Farm commodities trader.
Leading global integrated supply chain manager and processor of agricultural products and food ingredients, supplying various products across 16 platforms to over 12,300 customers worldwide.
Engages in sourcing, processing, packaging, merchandising, and exporting agricultural products.
Olam has built a global leadership position in many of its businesses, including Cashew, Spices & Dehydrates, Cocoa, Coffee, Rice, Cotton and Wood Products
Olam sources 44 products from 65 countries and supplies them to more than 11,600 customers. Operates in five segments: Edible Nuts, Spices and Beans; Confectionery and Beverage Ingredients; Industrial Raw Materials; Food Staples and Packaged Foods; and Commodity Financial Services.
Key products include cocoa, coffee, cashew, sesame, rice, and cotton and wood products. The Edible Nuts, Spices and Beans segment offers cashews, peanuts, almonds, hazelnuts, spices and vegetable ingredients, sesame, dehydrated vegetables, tomatoes, and specialty vegetables, as well as beans comprising pulses, lentils, and peas.
The Confectionery and Beverage Ingredients segment provides cocoa, coffee, and shea nuts.
The Industrial Raw Materials segment offers cotton, wool, wood products, and rubber products, as well as agri inputs, such as fertilizers. This segment is also involved in the development of a special economic zone project.
The Food Staples and Packaged Foods segment provides rice, sugar and natural sweeteners, palm and dairy products, and packaged foods, as well as grains, including wheat, barley, and corn.
The Commodity Financial Services segment offers market making and volatility trading, risk management solutions, and commodity funds management services.
Singapore's Temasek Holdings is one of Olam's biggest shareholders, owning 16 per cent of it as of March 31 2012, according to Temasek's website.
4. Indo Agri
Vertically integrated agribusiness model with principal activities that span the entire supply chain from research & development, oil palm seed breeding, oil palm cultivation and milling to the refining, branding and marketing of cooking oil, margarine, shortening and other palm oil derivative products.
Diversified agribusiness group engaged in the cultivation of rubber, sugar cane and other crops as well as the crushing of copra.
5. Wilmar International Limited
Wilmar’s business activities include oil palm cultivation, oilseeds crushing, edible oils refining, sugar milling and refining, specialty fats, oleochemicals, biodiesel and fertilisers manufacturing and grains processing.
Wilmar's merchandising and processing segment encompass (1) merchandising of palm oil and laurics-related products; (2) operations of palm oil processing and refinery plants; (3) crushing, further processing and refining of a range of edible oils, oilseeds, grains and soyabean. Its consumer products segment has oil bottling business in People's Republic of China, Vietnam and Indonesia. Its plantation and palm oil mills segment engages in oil palm cultivation and milling. Other segment includes manufacturing and distribution of fertiliser and ship-chartering services.
From its humble beginnings, Wilmar has today become:
6. Mewah Group
Global agri-business focused on edible oils and fats with refineries and processing facilities in Malaysia and Singapore and a worldwide marketing network.
One of the largest palm oil processor in the world by capacity and produce a wide range of refined and fractionated vegetable oils and fats principally from palm and lauric oil, and from soft oils, such as soybean oil, canola oil, sunflower seed oil and corn oil. Our operations are integrated throughout the edible oils and fats value chain, from the sourcing and processing of raw materials, to the packing, merchandising, shipping and distribution of our products.
Business consists of:
(1) bulk segment, which sources, manufactures and sells edible oils and fats (including specialty fats) in bulk to wholesalers and processors for a variety of end uses including applications in the food, pharmaceutical and oleochemical industries; and
Producer of Crude Palm Oil ("CPO") and Crude Palm Kernel Oil ("CPKO") in Indonesia, with oil palm plantations strategically located in the Sumatera, Kalimantan and Sulawesi regions.
2. Golden Agri Resources
World's second largest palm oil plantation company with a total planted area of 459,500 hectares (including smallholders) as at 30 September 2012, located in Indonesia.
Cultivating and harvesting of oil palm trees; processing of fresh fruit bunch into crude palm oil ("CPO") and palm kernel; and refining CPO into value-added products such as cooking oil, margarine and shortening.
3. Olam International
Farm commodities trader.
Leading global integrated supply chain manager and processor of agricultural products and food ingredients, supplying various products across 16 platforms to over 12,300 customers worldwide.
Engages in sourcing, processing, packaging, merchandising, and exporting agricultural products.
Olam has built a global leadership position in many of its businesses, including Cashew, Spices & Dehydrates, Cocoa, Coffee, Rice, Cotton and Wood Products
Olam sources 44 products from 65 countries and supplies them to more than 11,600 customers. Operates in five segments: Edible Nuts, Spices and Beans; Confectionery and Beverage Ingredients; Industrial Raw Materials; Food Staples and Packaged Foods; and Commodity Financial Services.
Key products include cocoa, coffee, cashew, sesame, rice, and cotton and wood products. The Edible Nuts, Spices and Beans segment offers cashews, peanuts, almonds, hazelnuts, spices and vegetable ingredients, sesame, dehydrated vegetables, tomatoes, and specialty vegetables, as well as beans comprising pulses, lentils, and peas.
The Confectionery and Beverage Ingredients segment provides cocoa, coffee, and shea nuts.
The Industrial Raw Materials segment offers cotton, wool, wood products, and rubber products, as well as agri inputs, such as fertilizers. This segment is also involved in the development of a special economic zone project.
The Food Staples and Packaged Foods segment provides rice, sugar and natural sweeteners, palm and dairy products, and packaged foods, as well as grains, including wheat, barley, and corn.
The Commodity Financial Services segment offers market making and volatility trading, risk management solutions, and commodity funds management services.
Singapore's Temasek Holdings is one of Olam's biggest shareholders, owning 16 per cent of it as of March 31 2012, according to Temasek's website.
4. Indo Agri
Vertically integrated agribusiness model with principal activities that span the entire supply chain from research & development, oil palm seed breeding, oil palm cultivation and milling to the refining, branding and marketing of cooking oil, margarine, shortening and other palm oil derivative products.
Diversified agribusiness group engaged in the cultivation of rubber, sugar cane and other crops as well as the crushing of copra.
5. Wilmar International Limited
Wilmar’s business activities include oil palm cultivation, oilseeds crushing, edible oils refining, sugar milling and refining, specialty fats, oleochemicals, biodiesel and fertilisers manufacturing and grains processing.
Wilmar's merchandising and processing segment encompass (1) merchandising of palm oil and laurics-related products; (2) operations of palm oil processing and refinery plants; (3) crushing, further processing and refining of a range of edible oils, oilseeds, grains and soyabean. Its consumer products segment has oil bottling business in People's Republic of China, Vietnam and Indonesia. Its plantation and palm oil mills segment engages in oil palm cultivation and milling. Other segment includes manufacturing and distribution of fertiliser and ship-chartering services.
From its humble beginnings, Wilmar has today become:
- World's largest processor and merchandiser of palm and lauric oils, as well as largest in edible oils refining and fractionation, oleochemicals, specialty fats and palm biodiesel
- Largest merchandiser of consumer pack oils worldwide
- One of the largest oil palm plantation owners and the largest palm oil refiner in Indonesia and Malaysia
- One of the largest oilseeds crushers, edible oils refiners, specialty fats and oleochemicals manufacturers, and flour and rice millers in China
- Amongst the top 10 global raw sugar producers as well as the largest raw sugar producer and refiner, and a leading merchandiser of consumer brands in sugar and sweetener market in Australia
- A leading branded consumer pack oils producer, oilseeds crusher and edible oils refiner in India
- A leading importer of edible oils into East and South Africa
- One of the largest edible oils refiners in Ukraine
6. Mewah Group
Global agri-business focused on edible oils and fats with refineries and processing facilities in Malaysia and Singapore and a worldwide marketing network.
One of the largest palm oil processor in the world by capacity and produce a wide range of refined and fractionated vegetable oils and fats principally from palm and lauric oil, and from soft oils, such as soybean oil, canola oil, sunflower seed oil and corn oil. Our operations are integrated throughout the edible oils and fats value chain, from the sourcing and processing of raw materials, to the packing, merchandising, shipping and distribution of our products.
Business consists of:
(1) bulk segment, which sources, manufactures and sells edible oils and fats (including specialty fats) in bulk to wholesalers and processors for a variety of end uses including applications in the food, pharmaceutical and oleochemical industries; and
(2) consumer pack segment, which manufactures, packs and sells a wide range of edible oils and fats and specialised bakery and confectionery oils and fats which are sold to end customers in consumer packs under our own brands or to customers who then sell our products under their own brands.
We have an international sales team based in Singapore and Malaysia, and regional sales teams located in Australia, China, Europe, Russia and India and our products are sold to customers in more than 100 countries.
7. Noble Group
Global conglomerate manager of agricultural, industrial and energy products. Noble manages a diversified portfolio of essential raw materials, integrating the sourcing, marketing, processing, financing, and transportation.
Diversified natural resources supply chain manager of agricultural and energy products and metals, minerals and ores.
Global operations include mining, farming, processing, ports, shipping and marketing and our supply chains ensure the smooth, long-term flow of essential commodities.
Long-term strategy of building low-cost sourcing capacity from countries such as Argentina, Australia, Brazil and Indonesia, and delivers to high demand growth markets including China, India and the Middle East.
Transition to owning and managing more strategic assets, sourcing from low cost producers such as Brazil, Australia, and Indonesia and supplying to high growth demand markets including China, India, and the Middle East. Noble owns coal and iron ore mines, grain crushing facilities, sugar and ethanol plants, vessels, ports and other infrastructure.
Operates from over 150 offices and plants in 38 countries, employing approximately 70 nationalities.[2] Noble manages a diversified portfolio of essential raw materials, integrating the sourcing, marketing, processing, financing and transportation.
Tuesday, November 20, 2012
Myanmar Related SGX Stocks
1. Yoma Strategic Holdings - Property developer
2. UPP
Investment holding company
Manufacture and sale of paper and paper/packaging related products
Collects and trades in waste paper products and recycled fiber
3. Interra Resources - Petroleum exploration and production firm
4. Super Group - Instant coffee maker
Super has a bright future in Myanmar as its brand is well established and the distributors are very happy to not just distribute its coffee products but we believe will demand more products from Super. On this basis, the Company has a good chance to lay the foundations for a promising future as a brand in Myanmar. We reckon that Super could explore cup noodles for instance in Myanmar given that this is a product that it is familiar with and is probably affordable to the masses in Myanmar.
5. HLH Group
Market Interests: Brazil, China, Cambodia, India, Indonesia, Malaysia, Myanmar, Philippines, Singapore, Ukraine, USA, Taiwan and Vietnam
6. Sin Heng Heavy Machinery
Rental and trading of cranes, aerial lifts and other heavy lifting equipment
Turnkey project engineering services
Sales and distribution of related spare parts
The Group had also incorporated a subsidiary known as SH Equipment Pte. Ltd. with Starhigh Asia Pacific Pte Ltd to tap on opportunities arising from Myanmar 's political and economic reform.
7. Tiong Woon
One-stop integrated services provider of infrastructure for the Oil & Gas, Petrochemical, Power and Construction industries
Specialize in heavy lift, heavy haulage and process equipment installation; offshore marine services and transportation; and Oil & Gas fabrication and engineering works
Trade heavy equipment and supply tower cranes
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Signs two contracts to supply heavy equipment and marine transportation in Myanmar and Malaysia for oil and gas projects |
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| Signs exclusive distributor agreement with Fushun Excavator Corporation Co Ltd, China-based crane manufacturer, to distribute Fuwa brand of crawler cranes in Singapore, Thailand, the Philippines, Myanmar, Vietnam, Brunei, Laos and Cambodia |
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