Away On A Work Trip
Announcement: I will be away on a work trip for 2 to 3 months. The blog will not be updated in the meantime. I will see everyone again 2 to 3 months later.
Category Blog Posts
Choosing A Stock
In the Western society, there is an analogy that choosing a stock is like choosing a wife. In fact, in their 1997 annual meeting, Warren Buffett and Charlie Munger were talking about opportunity costs when choosing a particular investment, and…
China Yangtze Power 26.6 Billion Yuan “Donation”
Few days back China Yangtze Power announced that they will be investing 26.6 billion yuan over a period of approximately 7.5 years into ‘ship locks’, with no indication of any investment returns. To put it plainly, state-owned Yangtze Power will…
Tecon Biology Co Ltd (002100)
Food, without which we all die. Companies like Tecon Biology which deals in the food supply business are therefore dealing with an inelastic demand. Do take note that the food supply business is not like the F&B sector. Even if…
Merrill Lynch’s Investment Clock
Economic cycles are part and parcel of any capitalist economies, and this is important as we invest. We have periods of strong growth, of reaching a pleateau, of periods of decline and periods of recovery. Economies have their cycle, and…
China Food Prices
Food, without which we all die (obviously). Almost as important as water, the price of food is an important indicator in any economy – whether there is sufficient food for the people, whether the price of food is reasonable for…
China’s New Hydropower Dam
On 20 July 2025, China announced the start of construction of the world’s biggest hydropower dam in Tibet, along the Yarlung Zangbo River. This hydropower dam will consist of 5 cascade hydropower stations, and is expected to produce 3 times…
Water
Water, the building blocks of life, necessary not only for basic survival, but also have a wide range of applications in various industries. I do not need to explain the importance of water, nor the inelasticity of the demand of…
Portfolio 2025
14 August 2025 Sold off all 3000 shares of my COFCO Sugar. I like this stock and company a lot, having done extensive research on it. But recently it has suddenly spiked up in prices, with 2 trading halts per…
China Hainan Rubber Industry Group Co., Ltd (601118)
In the previous article, I analysed why I thought the price of rubber will go up in the next few years. Today, we will look at China Hainan Rubber Industry Group Co., Ltd (601118). I do not play futures, because…
Rubber
Rubber is a material with a wide range of applications in various industries such as automotive, construction, apparel, household, consumer goods etc. Natural rubber is obtained from the latex of the rubber tree, and so, like cotton, it is a…
Fu Shou Yuan (01448)
Readers of my blog would know recently I invested in Fu Shou Yuan (01448), and even more recently added more shares when the share price dropped. I missed my third batch of entry before the ex-dividend date on 7 April…