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Schumpeter_1

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  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Ethiopia, the Frontier Mentality:
    http://econ.st/14HYvb0

    Funny enough, the listed companies that like to present Ethiopian operations are all based upon natural resources currently. Even Neha International. (It is known that Dutch rose growers are increasingly moving to Kenya & Ethiopia (or even Uganda):
    http://bit.ly/12zf3n8
    Feb 8, 2013. 01:25 PM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    I like that adr.com tool. Thanks !
    Feb 8, 2013. 10:50 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Big mistake:
    Super Group = Singapore listed
    Jan 26, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 12:47 PM | 3 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Anyone any idea on Yoma's 14% jump ?
    Jan 23, 2013. 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, 2013. 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, 2013. 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, 2013. 04:28 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Small impovements:
    http://bloom.bg/Wn5Fwx
    Jan 21, 2013. 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, 2013. 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, 2013. 11:59 AM | 1 Like Like |Link to Comment
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211 Comments
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