tag:blogger.com,1999:blog-7944902213075756335.post6728235621633461263..comments2024-03-29T19:12:08.223+08:00Comments on A Singaporean Stocks Investor (ASSI): Tea with Mike: Analysis of Yangzijiang, an S-chip (Part 1).AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-7944902213075756335.post-71099499222047448722013-09-05T10:31:11.737+08:002013-09-05T10:31:11.737+08:00Hi Gary,
Some call it an art and some call it an ...Hi Gary,<br /><br />Some call it an art and some call it an inexact science. I don't know the process well enough to know what to call it. :(AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69546288585006192642013-09-05T10:13:09.480+08:002013-09-05T10:13:09.480+08:00Hi AK
There are many ingredients to assess integr...Hi AK<br /><br />There are many ingredients to assess integrity as I have mentioned in my comments to Solace! =)Garyhttps://www.blogger.com/profile/16720789927377358171noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47511777150341607732013-09-05T10:12:18.398+08:002013-09-05T10:12:18.398+08:00Hi Solace,
I've noted and agreed with you tha...Hi Solace,<br /><br />I've noted and agreed with you that assessing management integrity of the company is an art, and the points stated are also valid as well.<br /><br />I think it is good that as retail investor we should keep on probing to understand how the finance and operations are managed. If there are major irregularities, "alarm bells" should start to ring! I maybe Garyhttps://www.blogger.com/profile/16720789927377358171noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45963987650606595522013-09-04T23:25:28.352+08:002013-09-04T23:25:28.352+08:00Hi Solace,
I seem to have trouble with the link. ...Hi Solace,<br /><br />I seem to have trouble with the link. I will try again later.<br /><br />Wah! You were still in the office at 11pm? Sometimes, no choice but to work late, I know. :(<br /><br />Take vitamin C pills to help to cope with stress and drink plenty of water. It makes a difference.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16598479320299179792013-09-04T22:56:46.949+08:002013-09-04T22:56:46.949+08:00Hi AK,
Sharing something not related to stocks an...Hi AK,<br /><br />Sharing something not related to stocks and investment.<br /><br />Was Working Over-time in my office for the past few days. Come across this interesting Comic Strrip today:<br /><br />http://zenpencils.com/comic/128-bill-watterson-a-cartoonists-advice/<br /><br />And decided to stop my work and went back home to rest and work on my other interest (Investment).<br /><br />Hope Solacehttps://www.blogger.com/profile/08801978818033316328noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23183816878529070552013-09-04T22:52:01.821+08:002013-09-04T22:52:01.821+08:00Hi Solace,
Warren Buffett said before that we sho...Hi Solace,<br /><br />Warren Buffett said before that we should only invest in companies which have managers with energy, competence and integrity.<br /><br />Although he said "integrity" was the most important, he did not give any specific rules as to how can we tell if a management has integrity.<br /><br />I believe that your point number one is classic. If management align their AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-1141390338207243962013-09-04T22:31:30.851+08:002013-09-04T22:31:30.851+08:00Hi AK & Gary,
I am afraid that it is pretty h...Hi AK & Gary,<br /><br />I am afraid that it is pretty hard to judge whether company's management has integrity.<br /><br />With my limited knowledge, i can only think of the following:<br /><br />1) Management should act like they are shareholders, rather than hired personnel<br />2) Check how much they are paid, it should be in line with market, not excessive<br />3) Avoid Companies Solacehttps://www.blogger.com/profile/08801978818033316328noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87984995294840699512013-09-04T19:52:03.886+08:002013-09-04T19:52:03.886+08:00Hi Gary,
How can we tell with some degree of accu...Hi Gary,<br /><br />How can we tell with some degree of accuracy if a company's management has integrity? -.-"AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7541600824618907482013-09-04T19:34:42.342+08:002013-09-04T19:34:42.342+08:00For those with a strong heart, this can also mean ...For those with a strong heart, this can also mean an opportunity!<br />There is always the other side of a coin. :)opalhttps://www.blogger.com/profile/09346620068918069361noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-60604625950683761432013-09-04T18:43:32.839+08:002013-09-04T18:43:32.839+08:00Hi AK
Good and strong corporate governance resona...Hi AK<br /><br />Good and strong corporate governance resonates a quote by Richard Buckminster, "Integrity is the essence of everything successful".Garyhttps://www.blogger.com/profile/16720789927377358171noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63907310259073152732013-09-04T13:23:05.536+08:002013-09-04T13:23:05.536+08:00Analysts said the recent debacle has seriously dam...<b>Analysts said the recent debacle has seriously dampened investor confidence and appetite for S-chips.<br /><br />Daryl Liew, head of Portfolio Management at Reyl Singapore, said: "The number of S-chips that come onto the market tend to be of lower quality than what we see that are listed in Hong Kong.<br /><br />"There are a number of S-chips that have already gone down. It is not AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com