Business
Ship Repair is important as a recurring income business segment
ST Marine’s president spoke on the importance of having both ship repair and ship building in one facility: The ship repair generates recurring revenue, and often at better margins. But in ship repair, you need fast turnaround time, which is not just dependent on they workforce but also on the ability to get spare parts [...]
Why does ST Engineering, Keppel and Sembcorp need to compete in the same industry
So I was reading The EDGE and in this article profiling ST Marine, it raised an interesting point: “Recently, ST Engineering began building on its engineering capabilities to develop an environmental engineering business – similar to the ones that Keppel and Sembcorp Industries have.” What I find it strange is that why does 3 Temasek-linked [...]
A Better Society: Matching unemployed with skills to those that have needs and wants
I like to think about how we as participants in our local society can make the place better. I really don’t like to complain the whole day about how bad the incumbent political party is or why the government is making the society worse. What I like is to find, explore and introduce readers to [...]
How does Tesco use technology to compete with incumbent E Mart in Korea?
Here is a nice article on how Tesco, the UK merchandise retailer attacked the Korea market and innovatively tries to upend the main incumbent with the smart use of technology. Have you ever thought of supermarket shopping in your MRT station through your smartphone? This is really technology disruption at its best. [Article and Video [...]
Value Investing: Why Research In Motion (Blackberry) will unlikely be able to survive Apple and Google’s onslaught in the smartphone war $GOOG $AAPL $RIMM
I always have a good argument with my colleague Ah Wei regarding the smartphone and technology industry. Ah Wei have a point of view that based on past case studies of Dell, Nokia, Microsoft and HP’s failure that there are many things that the CEO or COO should do to prevent that from happening. I [...]
