Economics
The erosion of telecom margins: Will mobile operators like Singtel, M1 and Starhub lose to Google and Apple?
Readers at Investment Moats will be familiar that I have highlighted a few articles in the past that what you think is a business model with a strong economic moat enhanced by the smartphone revolution might kill telcos like Singtel, M1 and Starhub more than enhanced them. Consider reading these few past articles: Primer to [...]
High China Interest Rates may be a reason why S-Chips prefer rights issues than taking on debts.
Source: tradingeconomics.com Here is a chart on China interest rates. The base interest rate is nearly 5%. To operate in China and borrow money, the cost is high. Perhaps that is why they would prefer to do rights issue according to Nick. For those interested in tracking my most current holdings, you can review [...]
Fwah Moment: 2nd Generation Satellite ERP System in the future??? WTF!
Drizzt: Ok I came back home from work to see this ridiculous article from Channelnewsasia: The Land Transport Authority will soon be calling for a tender to invite industry players to submit technical proposals for a second generation ERP system. One of the key technologies identified is a Global Navigation Satellite System (GNSS) which makes [...]
The difference between a Technology Startup and working in a Finance world
Drizzt Says: Here is an interesting read about a group of guys who had worked on Wallstreet and wanted to do a start up. Hear the difference between the 2 and their problems faced: A number of skills that Wall Street beats into its financial analysts might actually hold them back in future careers. We [...]
How the economic crisis destroyed Detroit
Here is a sad video on the state of a once powerful car manufacturing city. Do you fancy investing in a USD1000 apartment where you have no neighbors?
