tag:blogger.com,1999:blog-8488305785096287326.post7274444702316749195..comments2024-03-28T15:28:28.391+08:00Comments on A Young Investor's Diary: Divestment of Silverlake Axis and The Hour Glasssgyounginvestorhttp://www.blogger.com/profile/02036598665471392859noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-8488305785096287326.post-74097633948703053322018-12-02T17:20:38.635+08:002018-12-02T17:20:38.635+08:00Permit me to introduce you to LE-MERIDIAN FUNDING ...Permit me to introduce you to LE-MERIDIAN FUNDING SERVICES. We are directly into pure loan and project(s) financing in terms of investment. We provide financing solutions to private/companies seeking access to funds in the capital markets i.e. oil and gas, real estate, renewable energy, Pharmaceuticals, Health Care, transportation, construction, hotels and etc. We can finance up to the amount of $900,000,000.000 (Nine Hundred Million Dollars) in any region of the world as long as our 1.9% ROI can be guaranteed on the projects. <br />Le-Meridian Funding Service.<br /> (60 Piccadilly, Mayfair, London W1J 0BH, UK) Email Contact Info...lfdsloans@lemeridianfds.comMary Jaimehttps://www.blogger.com/profile/10028390599451656915noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-23313992065911225572015-12-09T23:58:07.968+08:002015-12-09T23:58:07.968+08:00It is good that I maintain my discipline. Always n...It is good that I maintain my discipline. Always not wise to try to catch the top or bottomsgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-81821821801706633772015-09-02T11:02:07.443+08:002015-09-02T11:02:07.443+08:00Just ran into your report today, 1.5 years after y...Just ran into your report today, 1.5 years after you wrote it. I just gotta say congrats because although you were a bit early, your assessment on Silverlake Axis turns out to be perfect.<br /><br />SJAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-28921355546792127362014-08-09T12:05:34.761+08:002014-08-09T12:05:34.761+08:00Need to wait for detail on how big the rhb and win...Need to wait for detail on how big the rhb and wing hang deals are. sgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-56549081024097869402014-08-09T12:04:56.208+08:002014-08-09T12:04:56.208+08:00The system integration contract will not be as pro...The system integration contract will not be as profitable as new license. They will get new license fee from RHB, which should be able to replace their diminishing orderbook from CIMB contract. I will not buy it at this pricesgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-11702817582516610692014-07-31T22:07:08.312+08:002014-07-31T22:07:08.312+08:00My email is Keithson_liew@Hotmail.com. hope to hea...My email is Keithson_liew@Hotmail.com. hope to hear from you :) ocbc has won the deal w wing hang, potential job for SA also. SA has clinched rhb deal, according to my friend. But not sure why they nvr announced. fair yii liewhttps://www.blogger.com/profile/13634342282113240935noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-12261825323199151122014-07-20T12:17:35.957+08:002014-07-20T12:17:35.957+08:00Most probably SLA won the deal if the merger goes ...Most probably SLA won the deal if the merger goes through. Do you think at current price ,it will be a good deal to buy?Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-70491588249047783452014-04-27T13:19:08.940+08:002014-04-27T13:19:08.940+08:00Sorry, but I do not have more information than wha...Sorry, but I do not have more information than what you have at the moment. But you are right, RHB is probably one of the few big clients still available in the regionsgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-40881604307651631072014-04-14T22:41:50.311+08:002014-04-14T22:41:50.311+08:00this report by phillip says that silverlake is in ...this report by phillip says that silverlake is in the bidding process for implementing RHB's core banking software worth RM 300 mil. In fact I just understood from an industry player in KL that silverlake is indeed bidding. however, there is no further details. RHB is the last of the few bigger banks in malaysia for silverlake to win over. <br /><br />just wondering if you heard any news or find out anything abt this upcoming development? <br /><br />http://internetfileserver.phillip.com.sg/POEMS/Stocks/Research/ResearchCoverage/SG/silverlake20140213.pdffair yii liewhttps://www.blogger.com/profile/13634342282113240935noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-35381290123700180672014-01-09T14:59:21.344+08:002014-01-09T14:59:21.344+08:00I also think the whole market is rather overvalued...I also think the whole market is rather overvalued.sgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-31853188950748609572014-01-07T05:39:53.776+08:002014-01-07T05:39:53.776+08:00Good in-depth analysis on Silverlake Axis and The ...Good in-depth analysis on Silverlake Axis and The Hour Glass. Actually not just these two counters over-valued. The market as a whole, is overvalued and is ripe for a good correction. Good that you have set a target and sell off your stocks at a good price. Look forward to more good stuff from you! By the way, can you update your link? I have changed my blog name from SG Web Reviews to SG Wealth Builder (www.sgwealthbuilder.com).<br /><br />Thank you.<br /><br />Regards,<br />Gerald <br />www.sgwealthbuilder.comAnonymoushttps://www.blogger.com/profile/08620224118938839739noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-47594275231601990052014-01-06T09:14:28.434+08:002014-01-06T09:14:28.434+08:00thanks a lot. I will try my bestthanks a lot. I will try my bestsgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-14634929784338719492014-01-06T09:08:31.317+08:002014-01-06T09:08:31.317+08:00Thank you. I still have a long learning journey ah...Thank you. I still have a long learning journey ahead and i still am not good at knowing when to sell hahasgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-23046954814996608092014-01-06T08:59:59.895+08:002014-01-06T08:59:59.895+08:00My analysis is never perfect and I do make mistake...My analysis is never perfect and I do make mistakes too. Let's learn from each other:)sgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-72144218688672410212014-01-06T08:57:51.597+08:002014-01-06T08:57:51.597+08:00Thank you, I appreciate your commentThank you, I appreciate your commentsgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-42902417785258202502014-01-06T08:49:19.415+08:002014-01-06T08:49:19.415+08:00Hopefully, I will have the time to. Wish you all t...Hopefully, I will have the time to. Wish you all the best for 2014sgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-5928380331679553552014-01-06T08:38:40.304+08:002014-01-06T08:38:40.304+08:00Thank youThank yousgyounginvestorhttps://www.blogger.com/profile/02036598665471392859noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-1714243185587000042014-01-04T17:04:24.368+08:002014-01-04T17:04:24.368+08:00Very clear thoughts... thank you for sharing! :)Very clear thoughts... thank you for sharing! :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-86450341072463289862014-01-03T16:14:14.367+08:002014-01-03T16:14:14.367+08:00Hi SGyounginvestor,
I enjoy your articles before ...Hi SGyounginvestor,<br /><br />I enjoy your articles before you went on your sablogtical break. Do share what you have learned in the past year when you are free. I look forward to reading them.<br /><br />Have a good 2014Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-5336654986926346552014-01-03T13:43:13.571+08:002014-01-03T13:43:13.571+08:00Thumbs up for this article. You are definitely on...Thumbs up for this article. You are definitely one of the rare few who analyses companies in-depth and provides insightful analysis. <br /><br />All the best to you in future. Kenhttps://www.blogger.com/profile/10894126263525842364noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-53035619594419552542014-01-03T13:04:59.330+08:002014-01-03T13:04:59.330+08:00Wow! You are still in School and you write so beau...Wow! You are still in School and you write so beautifully and analysed so logically.<br />I think with all you guys analysing stocks to death, I might have an edge in investing in index ETF, not stocks! :pWealth Journeyhttps://www.blogger.com/profile/11915861361512508441noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-76687214285120824412014-01-03T00:11:24.803+08:002014-01-03T00:11:24.803+08:00that Silverlake analysis is what is missing in thi...that Silverlake analysis is what is missing in this Singapore blog sphere for 1 year. thanks for being back. this place is getting quite lonely with much folks doing the stuff of prospecting companiesKyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-8488305785096287326.post-8195610523592246952014-01-02T23:48:08.903+08:002014-01-02T23:48:08.903+08:00Hi,
Glad to see your new post after such a long h...Hi,<br /><br />Glad to see your new post after such a long hiatus. <br /><br />Agree that it's sometimes harder to know when to sell than buy.<br /><br />Have enjoyed and learnt alot from your analysis of various companies in the past.<br /><br />All the best in your studies and hope to see more posts from you in this new year. My 15HWWhttp://www.my15hourworkweek.comnoreply@blogger.com