Monday, December 26, 2016

Citi ELN

NKE UN strike $45.85
UA UN strike $33.52
AAPL UN $83.71

7 Aug 2017 Expiration

Current UA $25 - 35% below strike

Trades Dec 16

SIE SP
6k @ 3.35

Wednesday, November 16, 2016

Trades Nov 16

S CCT @ 1.51, 2200 = 3322, profit 1122
S MINT @ 1.645, 4000 = 6580, profit 2260
S OCBC @ 8.78, 1500 = 13170, profit 1245
S DBS @ 16.36, 1200 = 19623, profit 1692
Raised 42.7k

Tuesday, November 1, 2016

POSB Everyday Card and HSBC Card

POSB

Spend $700 on restaurants get 3% or 9% rebate

Spend at participating places

1. SPC
2. Watsons
3. ShengSiong
4. Standard Photo
5. EpiCentre

Oct 16 $33 Daily Dollars

HSBC

$400 per month
5% on Mobile and TV and Internet Bill
3% on Groceries
19% Petrol
1% Dining

$800 per month
5% on Mobile and TV and Internet Bill
5% on Groceries
21% Petrol
2% Dining

$1 earn 1 reward point

Wednesday, October 26, 2016

Queens Peak

50k Saxo
550k D
100k SCB / Citi

700k

To raise

100k stocks
(SMRT 20k, XMBR 20k, QAF 10k, JCNC 30k)
(CCT, MINT, GENS, SMM, DBS, OCBC c.50k)

100k Citi - need Jingumae txn

200k Sal

400k

Shortfall 200k

Jingumae Loan


1 x 20k at 75 Oct 16
2 x 20k at 80
c. 5m yen

Need one more 1 x 20k at 72

Repay 15m at 82 at Citi
Left 30m

Free up 100k?

Friday, October 21, 2016

DFI SP - Part 2

Format breakdown


EBIT and margins



Brands


Format details

Supermarkets / Hypermarts


CVS

'
Health and Beauty


Home Furnishing



Thursday, October 20, 2016

DFI SP - Regions (Part 1)

Charts - Part 1

Region breakdown, sales, EBIT and margins


Overall Store Count


North Asia




East Asia




South Asia: ASEAN



Wednesday, September 28, 2016

Diary Entry

29 September 2016

Dear Diary,

My wife is not at home today and I am taking care of my two kids. My son has home based learning and my daughter refused to go to school in the morning. But we managed to convince her after 20 minutes.

Today will be a long day, I have to meet an analyst later and I have to fix the car as well. The car tire had punctured and had been in the car park for four days. In the evening I have to cook dinner as well.

I will do my best. I CAN DO IT!

JJsienceadventure


Tuesday, September 27, 2016

Portsnap Todo, Trade Sep 16

1. B DIS @ 92, 130 shr
2. B RB/ @ 7218, 100 shr
3. B DB1 @7218, 150 shr
4. S Fairwood @ 36.95, 2k shr
5. Top Up CPF 2k (5k more)
6. Paid 385,989,056 VND @ 22300 USD
(c.$23556 or US$17300)


Todo

1. top up cpf J,K,M
2. PS -> SCB 50
3. Saxo deploy 50
4. SRS J -> UOB, RFMD

6. Sale
a. XMBR 5k (Joint)
b. 1088 H
c. QAF
d. AMVIG
e. Genting
f. BATS
g. Release JCNC

h. 20 JPY @ 72
i. pay down 15m @ Citi @ 85