Athena Trader

Source: Kuka website When ACCICB told me about Kuka, I was like ok I can look into it as I did the same with Fanuc Corp earlier on. Since ACCICB is big on robots, we made some $$$ with Fanuc. But I didn't plan on writing about it since technical imdustries are not my strong suit and I struggle with these boy gadgets called robots. I remembered I had to do a piece on Vishay Intertechnology Inc previously and I ended up with a headache and much knowledge. That's what happens when you work with an engineer, he thinks in logical steps while my thought process resembles a mind map. Kuka has 2 divisions namely Systems and Robotics with the former posting better numbers in terms of orders received, sales revenues and EBIT. The past few years post 2009 have seen the stock price shoot to the roof when they had a major shareholder Grezenbach Group step in and sort things out. The results have been positive, so much so that Grezenbach Group have recently sold off their stake in Ku...

Source: RI website I am back after a travel hiatus and this post is dedicated to the readers who are following my blog since I do get pangs of guilt that I am not posting often enough. I hesitated doing analysis of Pernod Ricard SA ("RI") as I have already covered Diageo ("DGE") previously. I picked DGE instead of RI simply because the price of DGE was irresistibly low and I was confident that we can make some happy money out of it. We did thus I decided that RI was worth a look as well since they are the 2nd largest global distiller and our fees would be lower too. With a new CEO and Chairman Alexandre Ricard starting in early 2015, I was not too sure what changes he would bring to RI. Although he is part of the Ricard family and has been in the company since 2003, yet I hesitate as it is human nature to want to put your stamp on how things are done when you are in charge. It also bothers me that he will take up both the CEO and Chairman role which basic...

Source: DFIHL website As promised, here's my view on Dairy Farm International Holdings Ltd ("DFIHL"). Which I am  doing because I said I will, although I am sure nobody is going to hold it against me if I don't. I will be doing a comparison between Sheng Siong Group Ltd ("SSGL") food business against DFIHL in Singapore since that's the only thing they have in common. Later on, I'll take a look at DFIHL on it own to see what it has going for it. If we were to compare SSGL and DFIHL it is clear that industry competition is intense and market conditions are less than ideal. That could be why Shop N Save stores were rebranded to Giant as the latter has a stronger brand awareness and the former has nothing special going for it. Cold Storage has been doing well given it's more premium branding and wider array of product offerings. I do however think that they need to re look at their self service counters at Cold Storage. A much more efficien...