tag:blogger.com,1999:blog-218534032011-12-15T11:14:44.133+08:00A blog on the dynamics driving the various stock sectors and general fundamentals-related issues.DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.comBlogger511100tag:blogger.com,1999:blog-21853403.post-12510310632161611092008-04-12T12:06:00.004+08:002008-04-12T13:37:37.714+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)World bulk trade growth has been accelerating since 2003 due to strong demand growth from emerging Asia and for those still in doubt, the figure below depicting the growth of world seaborne trade by type of cargo should be convincing:Note the significant change in gradient since 2003. That marks the new higher secular

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com3tag:blogger.com,1999:blog-21853403.post-73965232222224630572007-11-19T10:42:00.000+08:002007-11-19T16:31:10.444+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)While topline performance in the retail sector is often focused on, its growth can come from two sources: increase in number of stores and sales per store. Whether it is driven by one or the other has an impact on the bottomline. Same-store sales growth:The growth in sales in a particular store, equals (Total sales)/(

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com3tag:blogger.com,1999:blog-21853403.post-2019650783514151622007-05-16T21:18:00.000+08:002007-05-16T21:47:25.944+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The share of offshore oil and gas production is set to increase in the future. In particular, deepwater production is set to enjoy the greatest growth rate, as high oil prices continue to justify higher exploration costs.The typical capital expenditure for deepwater exploration by main group components:The upstream

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com2tag:blogger.com,1999:blog-21853403.post-28600508648768364192007-04-15T10:56:00.000+08:002007-04-15T11:06:20.361+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Plantations have come into vogue. It is useful to have an idea of the various applications of oil palm products, as always. A good illustration of how fresh oil palm fruits are processed into the various downstream products. The main product is crude palm oil, which is the world's most popular edible oil and is also

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-9274155228578269682007-04-09T22:04:00.000+08:002007-04-09T22:18:45.792+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The most concise and clear illustration of the entire upstream-downstream process flow: how oil and gas are extracted, stored and then processed into petrochemicals, and the facilities/infrastructure involved.For those interested in Rotary Engineering, the blue tanks indicate storage facilities needed at each part of

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1171801260787791312007-02-18T18:48:00.000+08:002007-02-18T22:20:51.840+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)What are the performance metrics of REITs that are important? As they grow in popularity in Asia and Singapore in particular, it is worth understanding what are these important parameters. I shall divide the metrics along two lines -- income/cashflow statement-related metrics and balance sheet-related metrics.Income/

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1165766151332861062006-12-10T23:11:00.000+08:002006-12-10T23:55:51.430+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The Contractors Registry is administered by the Building and Construction Authority to serve the procurement needs of public sector organisations (government departments, statutory boards etc). Although the various classifications guide public sector procurement only, obviously they will indicate the scale and standard

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1165763198345295742006-12-10T22:23:00.000+08:002006-12-10T23:06:38.426+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)An understanding of the construction industry, poised to be the next hot local sector, has to start with an understanding of the overall construction project processes.A description of the overall lifecycle of a typical construction project is described below. Overall processBelow is a schematic representation of events

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1164122514885793012006-11-21T22:22:00.000+08:002006-11-21T23:21:55.026+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)There are a number of pork processors listed on the SGX, and I have at various times been invested in one or two of them. Pork has traditionally been the most preferred choice of meat for Chinese, consistently exceeding the popularity of other choices, such as beef, lamb and poultry. Pork production accounted for ~65%

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com2tag:blogger.com,1999:blog-21853403.post-1161185634621164872006-10-18T23:09:00.000+08:002006-10-18T23:34:49.313+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Some of this may be pretty basic to veteran property investors and yet it might be useful reference for some. As they say, in property, it's about location, location, location.The district classification of Singapore propertyFor reference, the various areas by their normal names:To add some value to the article from the

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com3tag:blogger.com,1999:blog-21853403.post-1159847220619976732006-10-03T11:43:00.000+08:002006-10-03T11:47:00.633+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)A neat classification of various offshore vessel types, by function.References:(1) Kim Eng 3 Oct 06 report on Ezra

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1159803963010476552006-10-02T22:45:00.000+08:002006-10-02T23:46:04.076+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Below I explore the various products of refineries and the demand structure. This gives an understanding of the relative importance of various end-demand sectors to demand for petroleum products.Typical Product Yield from a Barrel of Crude OilHistorical Petroleum Demand by Product in the USEnd-Demand StructureThe

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1158290557964419322006-09-15T11:12:00.000+08:002006-09-15T11:37:02.626+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Came across a very useful description of various options for private sector participation in infrastructure --- an increasingly popular option for governments to co-finance public developments through partnership with the private sector .... and an opportunity for the latter, particularly companies seeking recurring

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1157642724224971622006-09-07T22:31:00.000+08:002006-09-07T23:25:24.466+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)It is worth understanding the general structure and categorisation of the Singapore construction industry, which can provide a good starting point for further research. It is said that construction is a lagging beneficiary of a strong economy, as the larger orders tend to build up only towards the end of the bull cycle.

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1156055311020517812006-08-20T14:19:00.000+08:002006-08-20T14:32:52.260+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)For distributors, 2005 was a so-so year. And the slowing of the global electronics market, led by the US downturn, appears to spell more gloom for the industry.The main distributors have been trying to diversify their revenue from a North American-centric to a global business structure. Growth for supply chain and

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1156052615981131992006-08-20T13:16:00.000+08:002006-08-20T13:43:35.996+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The pure-play IC foundry market is forecast to surge >20% in 2006 as compared to worldwide IC industry growth of 8% (such high growth is a key reason Samsung has decided to enter the foundry market). The general definition for a pure-play foundry is a company that does not offer a significant amount of IC products of

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1156047732223582402006-08-20T11:20:00.000+08:002006-08-20T12:22:12.316+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Given the volatility of the electronics industry, it is useful to be aware of the industry metrics used to track the fortunes of the industry. In particular, the fortunes of the semiconductor industry is critical to an investor vested in any link in the entire value chain --- for semiconductors are, essentially, the

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1155360120256437402006-08-12T12:49:00.000+08:002006-08-12T13:22:00.306+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Note that the regional data and country data are self-processed from raw data in Reference 1 and are not extracted directly.By region2005 productionAsia------------569 mmt (metric million tons)EU (25)---------186 mmtN. America------127 mmtC.I.S (6)-------112 mmt(former Soviet Union)S. America-------45 mmtBy country2005

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1155355150039355902006-08-12T11:01:00.000+08:002006-08-12T12:40:49.963+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Steel is one of the basic industrial materials, and had come into prominence in 2004 on the back of a global economic resurgence and especially the rise of China. Given a widely-predicted continued commodities boom in the coming years, it might yet come into prominence again. Just watch the resurgence of steel prices

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1154625386468537052006-08-04T00:21:00.000+08:002006-08-04T01:19:10.873+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Coffee is the second most important (ie. heavily traded) agricultural commodity in the world, and forms part of the lifestyle of many consumers across the world. Like all commodities, its prices are determined by the market forces of demand and supply. Types of coffeeThere are two main groups of coffee:Arabica: Grown in

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1154161685882203492006-07-29T16:20:00.000+08:002006-07-29T16:30:13.326+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)In view of the interest surrounding the above two crops nowadays, with particular relevance to the Singapore stock market's hottest (China-linked) stocks and global excitement in biofuels as oil substitutes, the below figures show top consumers and importers in these two crops (note that top importers may not mean top

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1153377483102618962006-07-20T14:34:00.000+08:002006-07-20T14:38:03.116+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you) References:(1) MKG Consulting's 2005 world ranking of hotel groups dtd Mar 2005

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1153375247850621622006-07-20T12:28:00.000+08:002006-07-20T14:00:47.936+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Just as the performance of the electronics component industries are characterised by ASPs (average selling prices) and that of the shipping industry is defined by freight and charter rates, the fortunes of hotels are embodied in a set of performance metrics, which at the root, define the usage and pricing power of their

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1152976316192970952006-07-15T22:55:00.000+08:002006-07-16T13:03:16.840+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Singapore hotels are projected to face an abundance of demand over supply for the next few years. Already, hotels are facing a shortage of rooms in July and this is going to get worse come September when the IMF and World Bank convene in Singapore.On the demand side, given the springing up of the two IRs at Marina and

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1152181997446215582006-07-06T18:28:00.000+08:002006-07-06T22:41:01.530+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Given the number of PCB (printed circuit board) manufacturers (Elec & Eltek) and service providers (Eucon, SP Windsor, Jadason, Multichem) listed on the SGX, it will be interesting to understand the whole manufacturing process and where these companies fit in along the value chain. The series of illustrations, taken

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1148899576374307262006-05-29T16:47:00.000+08:002006-07-15T13:18:40.933+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)About 90% of world trade is handled by seagoing vessels because it is much more cost-efficient than land-based transport. Amidst the boom in world trade it is not surprising that one of the key infrastructure themes is ports: both of upgrading and of consolidation.Port networks can be divided into two operating models,

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1148567478718763892006-05-25T20:49:00.000+08:002006-07-15T13:15:57.826+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)There are several heavy equipment (including parts) suppliers listed on the SGX for investors interested in buying into the multi-year Asian infrastructure boom. These companies typically act as regional distributors for the MNCs that manufacture the heavy moving equipment (tractors, cranes, bulldozers etc), as well as

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1148031632353225232006-05-19T17:14:00.000+08:002006-05-20T22:00:26.153+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Any overview of an industry has to start with an assessment of demand and supply dynamics, and for the global textile industry the critical factor on the supply side has been the change in regulatory regime, and its transition in 2005. It is outlined below:Multi-Fiber AgreementThis was a global quota regime imposed in

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1146568988852145022006-05-02T18:07:00.000+08:002006-05-02T19:23:14.243+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)There is a substantial number of textile companies on the SGX now. Locally we have old-timers like Ban Joo and Ocean Sky, but the real story is the emergence of textile stocks from China. The latter is set to be the world's No. 1 production base (probably rivalled by India) for textiles and garments, following the end

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1145069451173476112006-04-15T10:45:00.000+08:002006-04-15T11:37:46.650+08:00

(P.S: The following were substantially extracted from another source with minor editing and additions.)The major banks engage in most types of banking activities, and are known as financial services companies; a prime example would be Citigroup. Many big European banks also diversify by distributing insurance, an activity known as bancassurance.As noted in my earlier article, banking may be

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1144827639614832612006-04-12T14:18:00.000+08:002006-04-12T15:42:03.370+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Financial and banking services has always been a mainstay of the Singapore economy since the 1980s, being one of the key service-producing industries and constituting >10% of the Singapore's GDP. The influence extends far beyond that, for the upstream financing and resource allocation activities of banks has knock-on

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1144456925619169542006-04-08T08:23:00.000+08:002006-04-08T08:42:06.486+08:00

Niversphere's blog is purely fundamentals-based, which would be quite similar to mine, except that he provides research on Singapore stocks that are worth buying. Those looking for extensive coverage of many stocks would be disappointed because he prefers to cover those in his stock portfolio only, an understandable position because it probably takes the least effort to cover these (I notice that

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1144404392115813082006-04-07T17:48:00.000+08:002006-04-07T18:06:32.693+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Top 20 semiconductor companies & Top 5 fabless semiconductor companies (Anyone who has links to information on the top wafer foundries and testing & assembly service providers, please drop me a mail or a comment to this article.References:(1) Electronics Supply and Manufacturing website

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1144403121067629422006-04-07T16:28:00.000+08:002006-04-07T17:45:21.420+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The semiconductor segment comprises ~15% of Singapore's total manufacturing output, the single largest sub-segment of the all-important electronics cluster. Some see it as one of the last bastions of hope in the local manufacturing segment in the face of the huge Chinese behemoth, because semiconductor design and

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1143361331969008752006-03-26T16:21:00.000+08:002006-03-26T16:22:12.066+08:00

I was surfing the Web and came across this very interesting US investment site, with great articles on the US stock market. The blogger doesn't update it that often, about once every 1-2 weeks, but look at the quality of his writing. That is what matters.I've realised that there's no point just adding new links quietly to my sidebar, since most readers probably won't notice. So from now on, every

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1143038128911624222006-03-22T21:58:00.000+08:002006-03-22T22:35:29.316+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)It is seldom that Singapore becomes a world leader in an engineering-related sector; indeed the dominant position in offshore rigs that Keppel and SembMarine have established is said to be quite a piece of luck; major shipbuilders had been in mainstream shipbuilding (container ships, bulk vessels, tankers etc) while

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1142697164723005882006-03-18T21:59:00.000+08:002006-07-15T13:13:34.986+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The demand and supply dynamics of the oil and gas industry is driving the high growth of the offshore support services industry. On the demand side, the rise of major economies means rising (and sustainable) demand for power and fuel, while on the supply side the limited oil resources and an international cartel

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1142040637665527102006-03-11T09:30:00.000+08:002006-07-15T13:12:20.056+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The other main class of cargo ships would be container ships, otherwise known as liners (as what NOL classifies them in its reports). The size of these ships are second only to the VLCCs (crude oil tankers), and the majority of the world's manufactured goods are transported on these ships. Categorisation of container

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1140850942017456272006-02-25T13:26:00.000+08:002006-07-15T13:00:54.296+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Shipping companies have had a bull run over the last three years, a classic cyclical industry if there ever was any. Being a cyclical industry, it promises huge rewards (as has materialised) but also huge risk if one should happen to buy in near the peak of the cycle. With cyclical industries, one has to be more

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com2tag:blogger.com,1999:blog-21853403.post-1140450951017029112006-02-20T23:34:00.000+08:002006-02-20T23:56:19.740+08:00

(P.S: The following were extracted from another source and is not my original work.)Property prices typically follow a cyclical pattern, lagging the economic cycle compared with stock markets. In periods of high inflation this means that price inflation varies between slow and fast. However, since 1990, with the major economies experiencing very low inflation or even deflation, property prices in

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com4tag:blogger.com,1999:blog-21853403.post-1140019722073687372006-02-16T00:08:00.000+08:002006-07-06T14:41:46.446+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)They say a picture tells a thousand words. The illustration below showing how the various links within the electronics supply chain has been outsourced successively over the years gives one a good idea of the industry models in existence today: the EMS (electronics manufacturing services) providers and the ODMs (

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1139671682288584962006-02-11T23:27:00.000+08:002006-02-11T23:40:28.880+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)An investor buying into a contract manufacturing firm should be interested to gain a perspective of the industry and its top players. In addition, since the customers (the OEMs) define the profitability of these contract manufacturers, it is useful to have an idea of the biggest global OEMs.Top 50 contract manufacturers

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1139635649800030502006-02-11T11:00:00.000+08:002006-02-11T22:43:21.276+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)There has been a disproportionate amount of attention on biotech stocks of late on online forums, in particular Biosensors, which experienced huge turbulence in stock prices as it went through a period of incessant newsflow characteristic of companies in this sector: regulatory approval to distribute in Europe, lawsuits

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1139237944904905762006-02-06T22:58:00.000+08:002006-02-07T00:05:26.793+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)I don't know about other investors but I sometimes find it very useful, particularly for manufacturing and product firms, to get a basic technical knowledge of the device being made or sold by the company. Besides being intellectually fulfilling, it also allows me to understand the degree of complexity of the product (

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1139035709141036332006-02-04T13:37:00.000+08:002006-02-04T14:55:36.026+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)The property sector has received much attention from late 2005 onwards, propelled by a spate of positive future developments such as the IRs, the BFC (Business and Financial Centre) and the coming Orchard Road revamp, and also the rise of a seller's market on property-related assets including hotel assets (Raffles

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1138940265087750932006-02-03T11:04:00.000+08:002006-02-03T12:23:01.243+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)I learnt a lot about the refining industry during my research on SPC which I subsequently invested in at the early part of 2005. Readers of my hotstocksnot blog know when I exited: not really at the highest price; however it was clear in December 2005 that refining margins had reached a turning point in their upward

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1138892043729397512006-02-02T22:40:00.000+08:002006-07-15T13:11:03.256+08:00

(P.S: The following were extracted from another source and is not my original work.)Oilfield service companies supply the products, services, and systems that enable major integrated, independent, and national oil companies to explore for petroleum reserves and complete and produce oil and gas wells. The major service companies typically market their services to the end-user on the basis of

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1138878253539058832006-02-02T18:58:00.000+08:002006-07-06T14:39:34.103+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)Since infrastructure, especially water engineering, is one of the hot sectors on the stock market nowadays, I thought it would be good to start with something on this sector (and me being in the engineering profession, it is also a convenient place to start).For the water engineering companies, we have seen a variety of

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1138876122740296302006-02-02T17:44:00.000+08:002006-02-02T22:39:26.923+08:00

(P.S: Sorry for any disturbances the advertisements above may have caused you)This seems like an opportune time to start a blog on sector fundamentals. The stock market has rallied nicely and there is an increasing number of new retail investors/punters coming into the market, attracted by the gains to be had. The sentiment index is high now, given the non-stop rise of the STI and Sesdaq since

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com0tag:blogger.com,1999:blog-21853403.post-1153312794922409352005-04-01T20:39:00.000+08:002006-07-19T20:39:54.946+08:00

Hindsight is 20/20. If you have any general views on this site, please offer your comments here. It will be very much appreciated. Of course, constructive feedback in the form of suggestions on how to improve the site will be better. Of course again, one man's constructive feedback will be an insult to another, so anyway, just feedback!

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com1tag:blogger.com,1999:blog-21853403.post-1153109908190553452005-04-01T12:12:00.001+08:002008-04-12T13:39:38.846+08:00

Oil & GasRefining Product CategoriesRefining Margins Oil ServicesOffshore Production ProcessProcessing FacilitiesOffshore Vessels Pt 2Offshore PlatformsOffshore VesselsIndustry DynamicsBasic MaterialsSteelTop producersProduct categoriesIndustrialsConstructionRegulatory EnvironmentProcessBuilding and Company CategoriesEngineering ConstructionPartnership Models Part 2 Partnership Models

DanielXXhttp://www.blogger.com/profile/06174609598429972512noreply@blogger.com