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Schumpeter_1

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  • Myanmar Investing Blog [View instapost]
    Big mistake:
    Super Group = Singapore listed
    Jan 26 12:12 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    It's a shame I cannot copy and paste images or word tables right here. Had been checking Myanmar's favorite/ most valued brands 2011:

    1. Laser= toothpaste, soap => privately owned
    http://bit.ly/Votngc

    2. Super = instant coffee => Super Group, Thai listed
    http://bit.ly/XCD05c

    3. Godzilla= Mosquito Coil => privately owned Diesel King Co
    http://bit.ly/Votmca

    4. Yum Yum, instant noodles => Wan Thai Food, (Thai privately ?)
    http://bit.ly/XCD05e
    http://bit.ly/Votmcc

    5. Berman = ?

    6. Family Care = soup or musquito coils ?
    http://bit.ly/XCD05g
    http://bit.ly/Votngg

    7. E-Lan= soap, shampoo, detergent => privately
    http://bit.ly/XCD05k
    http://bit.ly/Votngm

    8. Jumbo= musquito coils and household insecticides=> Malaysian listed Texchem Resources Bhd
    http://bit.ly/XCD1pU
    http://bit.ly/Votmce
    http://bit.ly/XCD1G8
    http://bit.ly/VotnwA

    9. Alpine= purified drinking water=> Myanmar privately owned
    http://bit.ly/XCD1Gc
    http://bit.ly/VotnwB
    http://bit.ly/XCD1Ge

    10. Calsome= cereal mix => Singapore listed Viz Branz
    http://bit.ly/VotnwC
    http://bit.ly/XCD1Gg
    (comparison Nestle, Super and Viz Branz instant coffee)
    http://bit.ly/Votmsw


    Source:
    http://bit.ly/XCD30O
    Page 17, below
    Jan 26 07:45 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Recommended (!) news source:
    http://bit.ly/Wx1j68

    Provides very valuable insights on company entrance in Myanmar. Mostly Singapore, Thai, Korean and Japanese listed companies entering Myanmar, i.e. news often neglected by non-Asian financial media. Read that Marc Faber's favorite Bangkok Dusit Medical Services was also entering.

    ( it's not to difficult to open up (Asian) broker accounts covering Thai and Singapore markets to benefit from early mover advantage)
    Jan 26 05:05 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Jon

    It would be great if you would check out/ interview the UMFCCI in Myanmar: http://on.ft.com/TAXAIm

    Not joining the Leopard Capital South East Asia trip end of May ?
    I know they will visit Cambodia, but I wouldn't be surprised their second country to visit during this mission would be Myanmar.

    By the way, already heard that Wilmar and Cargill are entering Myanmar?
    http://on.ft.com/WsqaHq
    Jan 26 03:40 AM | 2 Likes Like |Link to Comment
  • Frontier And Emerging Market ETFs, ETNs And Closed-End Funds [View instapost]
    Perhaps non-US closed-end funds focused upon Africa?

    Renaissance Sub-Saharan Fund:
    http://bit.ly/11X42vr

    Renaissance Pan-African Fund:
    http://bit.ly/Wrbybp
    Jan 25 12:57 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Renaissance Capital - AFRICA: OPPORTUNITIES IN SUB-SAHARAN MARKETS:

    http://bit.ly/11X33eQ
    Jan 25 12:47 PM | 3 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Anyone any idea on Yoma's 14% jump ?
    Jan 23 02:58 PM | 1 Like Like |Link to Comment
  • Hans Rosling: Videos Making Global Development Visual [View instapost]
    "Try Congo or Somalia for long term potential, suggests demographics expert": http://bit.ly/VMWZ4f
    Jan 21 07:21 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Solactive® Myanmar-Focused Asia Index both in USD, CHF and EUR:

    http://bit.ly/10N1j8F

    Just check out the certificate's December report and herein the index weighings. Does Super Group fly under the radar ?
    It seems not very known as a Myanmar proxy to retail investors.

    PTT Energy Thailand 15.00%
    PTT Exploration Energy Thailand 15.00%
    Siam Cement Diverse Thailand 15.00%
    UOL Group Finance Singapore 15.00%
    Super Group Consumer Goods, anti-cyclical Singapore 14.29%
    Parkson Retail Asia Consumer Goods, cyclical Singapore 8.44%
    Italian-Thai Development Industry Thailand 5.87%
    Yoma Strategic Finance Singapore 4.80%
    Bawang International Group (Consumer Goods) Hong Kong 2.71%
    UPP Singapore 2.41%
    Interra Resources Energy Singapore 1.50%
    Jan 21 04:54 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    More on Myanmar index investing:
    http://bloom.bg/11MtUtV
    Jan 21 04:28 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Small impovements:
    http://bloom.bg/Wn5Fwx
    Jan 21 04:26 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Off the record....did I ever told anyone that I fell in Congo River 50 meters a way from a couple of hippo's, while trying to follow an elephant herd. It actually has a strong current. Talking about in-depth market research...
    Jan 20 03:23 AM | 4 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Bloomberg code:
    AFMF:LN

    http://bloom.bg/ZPzE0C
    http://reut.rs/TVvZiH
    Jan 14 11:59 AM | 1 Like Like |Link to Comment
  • Middle East North Africa Investing Blog [View instapost]
    I agree...it wants to play a larger role in the wider African region, i.e. not only North Africa. There are also present in a large Ethiopian infrastructure project:
    http://tinyurl.com/bx9...
    Jan 13 08:15 AM | 2 Likes Like |Link to Comment
  • Does Sub-Saharan Africa Deserve A Slice Of Your Portfolio? [View article]
    Mickelsson

    Very recently a SA blog on investing in East & Sub-Saharan Africa has kicked-off:
    http://tinyurl.com/a9n...

    I hope you can participate.
    I am very curious to learn how and in which African countries you are participating. And even more in which sectors/ companies.
    Jan 13 08:07 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
209 Comments
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