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Contraian1 comment

donmihaihai wrote 2 days ago: Off the Charts From Leader to Laggard in Just over a Decade By FLOYD NORRIS Published: November 20, … more →

What's wrong with Raffles Education Corp4 comments

donmihaihai wrote 4 weeks ago: Something is wrong with Raffles Education Corp(REC). But what’s wrong? 1) Because 1Q2010 NPAT … more →

Tell me I am wrong5 comments

donmihaihai wrote 1 month ago: Of the three statements ie Profit and loss statement, Balance sheet statement and cashflow statement … more →

Tags: Jaya

Ma Hou Pao 311 comments

donmihaihai wrote 3 months ago: The timing is never better. Swiber announced that it is looking for 5 yrs convertible bonds that iss … more →

Do a Swiber5 comments

donmihaihai wrote 3 months ago: There is an article in The Edge Singapore noting that C2O Holdings is turning into an offshore play … more →

Jumping around10 comments

donmihaihai wrote 4 months ago: Just as I posted my lousy written “jumper post”, I am being tested on ARA Asset Manageme … more →

Tags: ARA Asset Management

Making that jump2 comments

donmihaihai wrote 4 months ago: What advice will the financial pro offer to investors in the rough? The best way to illustrate the l … more →

Growth is still sexy!!

donmihaihai wrote 4 months ago: Growth used to be very sexy. About 2 years back, as long as top and bottom line went up, boomed.. so … more →

Buy at swamp price, sell at condo price4 comments

donmihaihai wrote 5 months ago: I believe this is what many property development companies like or wish to do. But that is not easy … more →

UOL complicated?

donmihaihai wrote 5 months ago: Taking UOL as a standalone entity, which mean largely leaving out Other Wee’s related empire w … more →

Alice in "Offshore-land"3 comments

donmihaihai wrote 5 months ago: Long term contracts? Increasing market share? lucrative deep sea segment? Demand > supply in the … more →

Tags: Jaya

Lousy at predicting prices

donmihaihai wrote 5 months ago: Published June 10, 2009 In search of the happy median in oil price The oil price is not the equilibr … more →

Keep pumping, we need more capital!

donmihaihai wrote 6 months ago: “If you’ve been playing poker for half an hour and you still don’t know who the pa … more →

Tags: ARA Asset Management, Beauty China, Celestial Nutrifoods, Jaya, sarin, TPV

A note on Markets2 comments

donmihaihai wrote 7 months ago: From bear market rallies to “green shoots” and now “wait for the correction, the m … more →

Lemming once, Lemming again?1 comment

donmihaihai wrote 7 months ago: While it is not as serious as 1980s, charterers are slow in paying their bills. Vessels and barges l … more →

Tags: Jaya

Receivable days for shipping company

donmihaihai wrote 7 months ago: Receivable days, part of cash conversion cycle is of extreme important. Reading a company financial … more →

Tags: Jaya

Specialisation and clusters

donmihaihai wrote 8 months ago: An unlikely article on the wonder of specialisation and clusters Japan’s Small Exporters Are Hit Har … more →

Look and feel like WorldCom3 comments

donmihaihai wrote 8 months ago: It was a misfortune to buy “Security Analysis: The Five Edition” in the early phase my t … more →

Soybean, pork and a letter

donmihaihai wrote 9 months ago: Celestial About 5 years ago, Celestial shocked everyone with a big project — Soybean Zone whic … more →

Tags: Celestial Nutrifoods, Pfood


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