Athena Trader

Recently, there has been some talk that the government could be easing off the property measures that were put in place to cool the market and that has seem to make the property counters move positively. ACCICB has been making some buys here and there so I thought of taking a look myself. This blog post was written weeks ago but I never got around to finishing it then ACCICB told me that he tried to buy Capitaland for trading but didn't get it and the next day there was a trading halt due to the issuance of the convertible bonds. I was surprised and we were wondering whether Capitaland will be privatized like Keppel Land but I guess it wouldn't be....? I did some research on 3 of the players, namely CapitaLand, CDL and UOL. Amongst the 3, I like CDL and UOL and will be giving CapitaLand a miss. Source: CapitaLand's website I wanted to buy CapitaLand as I felt that it provides the best coverage for all the different stakes it has in various companies such as Ca...

I have been digging deep into a couple of listed companies that are in the eyewear industry as the number of people wearing spectacles, contact lenses /& sunglasses are increasing due to changes in our lifestyle and our bad habits of constantly being connected to our gadgets. Source: GVNV website I looked at Grandvision NV (GVNV), Safilo Group S.p.A (SFL), Luxottica Group SpA (LUX) and Essilor International Compagnie Generale D'Optique SA (EI) and Hoya Corporation (Hoya). I think people prefer snippets of stocks rather than in-depth analysis, so that's what I'll be doing from now on. Source: LUX website Of the four, I am most interested in LUX and EI for different reasons. LUX's business model is pretty much evenly split between wholesale and retail whereas GVNV and SFL are >90% either wholesale or retail. LUX has an impressive track record and it seems to be a favored partner with the luxury brands yet they possess strong brands such as Oakley a...

I came up with this idea of having investment themes and the companies when a headhunter sent me a JD weeks ago before LKY passed away so this was not inspired by him in any way. He has lived a fine life and his legacy is unparalleled. I have the utmost respect for him. In fact, his death makes me think of my life and whether I've been living my life to the fullest. I've been busy lately as FA lags behind TA given that even if I uncover a gem, it may not be the right time to mine the gem. Thus I'm like doing FA every damn day while waiting for an appropriate time to buy and then sell. After so much reading, thinking, analyzing and what not, I'm pooped up to blog but here goes since this post is long overdue. I decided to take a look at stocks that cater to Life and Death and uncovered these two gems in the ASX. Currently AUD/SGD is low and could get lower. I don't know as I'm not a FX expert but I would rather not have to contend with FX swings. The only ...