CWT

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zerobeta Offline

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#64

10-04-2014, 11:20 AM (This post was last modified: 10-04-2014, 11:21 AM by zerobeta.)

the sell side reports are so boring, their arguments are always the same

multi-year, multi-layer structural growth story -> somehow this phrase sounds very annoying
consolidation and synergy will improve margin -> basic economics, we understand, but it's easier said than done
higher volume for commodity trading -> based on what assumption? commodity trend up again? Chinese start buying again?
SG warehouses are valued at over SGD 800 mln -> are you sure no correction in warehouse price? from what i know incoming supply is huge and warehouse price in SG has skyrocketed a lot since 2008 crises

also they didn't discuss about labor shortage in SG, manufacturing slow down, prospect of warehouse rent and price, and outlook on global trade which is probably still lacklustering...

what do fellow buddies think?

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Messages In This Thread

CWT - by Zip113 - 29-04-2011, 11:59 AM

RE: CWT - by Musicwhiz - 29-04-2011, 12:07 PM

RE: CWT - by Zip113 - 29-04-2011, 12:13 PM

RE: CWT - by lonewolf - 29-04-2011, 12:38 PM

RE: CWT - by mrEngineer - 29-04-2011, 01:34 PM

RE: CWT - by Jacmar - 29-04-2011, 01:40 PM

RE: CWT - by Nick - 29-04-2011, 12:44 PM

RE: CWT - by lonewolf - 29-04-2011, 12:51 PM

RE: CWT - by Zip113 - 29-04-2011, 01:19 PM

RE: CWT - by lonewolf - 29-04-2011, 04:13 PM

RE: CWT - by Nick - 29-04-2011, 04:26 PM

RE: CWT - by Musicwhiz - 01-07-2011, 07:28 AM

RE: CWT - by propertyinvestor - 03-01-2013, 07:05 PM

RE: CWT - by propertyinvestor - 17-01-2013, 02:35 PM

RE: CWT - by greengiraffe - 22-01-2013, 08:21 PM

RE: CWT - by 2V. - 22-01-2013, 09:50 PM

RE: CWT - by propertyinvestor - 23-01-2013, 03:36 PM

RE: CWT - by greengiraffe - 28-01-2013, 09:39 PM

RE: CWT - by propertyinvestor - 28-01-2013, 09:57 PM

RE: CWT - by greengiraffe - 29-01-2013, 08:35 AM

RE: CWT - by propertyinvestor - 29-01-2013, 10:40 AM

RE: CWT - by greengiraffe - 29-01-2013, 10:48 AM

RE: CWT - by edragon - 29-01-2013, 11:34 AM

RE: CWT - by greengiraffe - 29-01-2013, 12:24 PM

RE: CWT - by greengiraffe - 27-02-2013, 09:49 PM

RE: CWT - by greengiraffe - 28-02-2013, 12:01 PM

RE: CWT - by Nick - 28-02-2013, 02:18 PM

RE: CWT - by greengiraffe - 28-02-2013, 02:49 PM

RE: CWT - by greengiraffe - 07-03-2013, 09:42 AM

RE: CWT - by greengiraffe - 19-03-2013, 10:10 AM

RE: CWT - by greengiraffe - 21-03-2013, 12:26 PM

RE: CWT - by greengiraffe - 02-04-2013, 09:06 AM

RE: CWT - by vingaard - 02-04-2013, 09:58 PM

RE: CWT - by greengiraffe - 12-04-2013, 12:12 PM

RE: CWT - by greengiraffe - 17-04-2013, 01:04 PM

RE: CWT - by greengiraffe - 03-05-2013, 07:57 PM

RE: CWT - by Dividend Warrior - 04-05-2013, 01:12 AM

RE: CWT - by greengiraffe - 04-05-2013, 08:23 AM

RE: CWT - by Dividend Warrior - 04-05-2013, 10:14 AM

RE: CWT - by Dividend Warrior - 18-05-2013, 01:50 PM

RE: CWT - by Temperament - 18-05-2013, 02:40 PM

RE: CWT - by NTL - 18-05-2013, 02:51 PM

RE: CWT - by greengiraffe - 07-05-2013, 11:53 PM

RE: CWT - by greengiraffe - 17-05-2013, 01:12 PM

RE: CWT - by greengiraffe - 20-05-2013, 01:02 PM

RE: CWT - by greengiraffe - 03-07-2013, 07:41 PM

RE: CWT - by touzi - 07-07-2013, 06:43 PM

RE: CWT - by propertyinvestor - 28-07-2013, 08:51 PM

RE: CWT - by greengiraffe - 28-07-2013, 10:26 AM

RE: CWT - by CY09 - 10-08-2013, 07:27 PM

RE: CWT - by propertyinvestor - 11-08-2013, 10:11 AM

RE: CWT - by paranoid - 26-08-2013, 06:09 PM

RE: CWT - by propertyinvestor - 26-08-2013, 09:08 PM

RE: CWT - by paranoid - 27-08-2013, 10:08 PM

RE: CWT - by paranoid - 27-08-2013, 02:53 PM

RE: CWT - by greengiraffe - 21-03-2014, 09:34 AM

RE: CWT - by kayhian - 26-03-2014, 01:59 PM

RE: CWT - by CityFarmer - 26-03-2014, 08:22 PM

RE: CWT - by kayhian - 30-03-2014, 02:20 PM

RE: CWT - by cyclone - 30-03-2014, 03:32 PM

RE: CWT - by kayhian - 26-03-2014, 11:49 PM

RE: CWT - by ngcheeki - 27-03-2014, 01:21 PM

RE: CWT - by kayhian - 30-03-2014, 11:23 PM

RE: CWT - by zerobeta - 10-04-2014, 11:20 AM

RE: CWT - by zerobeta - 10-04-2014, 11:29 AM

RE: CWT - by kayhian - 12-04-2014, 11:30 PM

RE: CWT - by kayhian - 20-04-2015, 10:38 AM

RE: CWT - by ngcheeki - 20-04-2014, 12:12 PM

RE: CWT - by banker - 19-04-2015, 06:55 PM

RE: CWT - by kayhian - 21-04-2014, 10:36 AM

RE: CWT - by greengiraffe - 21-04-2014, 10:46 AM

RE: CWT - by kayhian - 21-04-2014, 10:51 AM

RE: CWT - by kayhian - 15-05-2014, 11:04 AM

RE: CWT - by Freenasi - 15-05-2014, 02:08 PM

RE: CWT - by greengiraffe - 09-06-2014, 07:16 AM

RE: CWT - by greengiraffe - 08-08-2014, 06:58 AM

RE: CWT - by kayhian - 23-10-2014, 04:30 PM

RE: CWT - by greengiraffe - 06-11-2014, 05:29 PM

RE: CWT - by yewkim - 06-11-2014, 09:28 PM

RE: CWT - by kayhian - 07-11-2014, 10:34 AM

RE: CWT - by grubb - 12-11-2014, 02:48 PM

RE: CWT - by Shrivathsa - 17-02-2015, 04:18 PM

RE: CWT - by zxiank - 17-02-2015, 04:30 PM

RE: CWT - by vesfreq - 25-03-2015, 04:53 PM

RE: CWT - by CY09 - 19-04-2015, 07:11 PM

RE: CWT - by kayhian - 27-04-2015, 04:26 PM

RE: CWT - by vesfreq - 02-05-2015, 06:27 PM

RE: CWT - by vesfreq - 15-05-2015, 06:21 PM

RE: CWT - by thinknotleft - 15-05-2015, 07:50 PM

RE: CWT - by vesfreq - 16-05-2015, 05:15 PM

RE: CWT - by thinknotleft - 16-05-2015, 09:30 PM

RE: CWT - by vesfreq - 16-05-2015, 10:02 PM

RE: CWT - by Shrivathsa - 26-11-2015, 10:55 AM

RE: CWT - by vesfreq - 22-05-2015, 05:35 PM

RE: CWT - by vesfreq - 29-05-2015, 10:52 PM

RE: CWT - by greengiraffe - 17-06-2015, 09:42 AM

RE: CWT - by vesfreq - 17-06-2015, 01:49 PM

RE: CWT - by greengiraffe - 22-07-2015, 09:51 AM

RE: CWT - by greengiraffe - 22-07-2015, 10:20 AM

RE: CWT - by vesfreq - 16-07-2015, 03:25 PM

RE: CWT - by greengiraffe - 16-07-2015, 03:29 PM

RE: CWT - by vesfreq - 20-07-2015, 12:31 AM

RE: CWT - by greengiraffe - 20-07-2015, 08:29 AM

RE: CWT - by AQ. - 20-07-2015, 06:07 PM

RE: CWT - by greengiraffe - 28-07-2015, 11:39 AM

RE: CWT - by greengiraffe - 28-07-2015, 08:03 PM

RE: CWT - by greengiraffe - 03-08-2015, 07:56 PM

RE: CWT - by vesfreq - 18-08-2015, 08:01 PM

RE: CWT - by cyclone - 09-04-2017, 07:23 PM

RE: CWT - by lonewolf - 07-09-2017, 10:07 PM

RE: CWT - by lonewolf - 17-10-2017, 11:11 AM

RE: CWT - by specuvestor - 16-04-2019, 12:19 PM

RE: CWT - by lonewolf - 16-04-2019, 05:56 PM

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