Category Archive: Op-Eds

New Issues : Keppel Land 12Y and Olam 10Y 6% Reopening

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A short one. Keppel Land 12Y New Issue Keppel Land did a SGD 200 million 10Y issue in May this year at 3.8%. 10Y interest rates were 1.95% then. It’s price rose to… Continue reading

Bonds In Conversation : Shark Attack Victims Feel No Pain

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They say that shark attack victims often feel no pain. (Source : National Geographic) Caught in the middle of a corporate bond issuance frenzy, I think nobody is feeling any pain yet. Except… Continue reading

New Issue Review : Neptune Orient Lines 4.4% NOL 7Y NC 5Y

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Cannibalisation is not my favourite word and I cannot see any good news in a new issue that sells itself against its predecessors. Let us be cognizant that there was a failed attempt… Continue reading

Op Ed : Political Transitions Everywhere and Bread and Butter Banking

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John’s Dog Lennon or Ringo. Bernie wrote a piece last week on the revival of bread and butter banking, I like to call it. Regional banks are making a come back. UBS is… Continue reading

Trading Psyche – Schizophrenia

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“Ben Bernanke has set a trap for bond investors. The chairman of the Federal Reserve is likely on Wednesday to promise, again, to hold interest rates at a low level for a long… Continue reading

Bond Vigilante : New Issue Nam Cheong 3Y SGD

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This is not a fly by night shop although they are a Malaysian company listed in here 2011 via a reverse takeover of Eagle Brand Holdings. Bulky shareholders with 30% owned by one man it… Continue reading

New Issues : OUE (Not IOU) 7YNC4 and DYNASTY Reits Will Rule or Rue ?

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To laugh or to cry ? The holders of the hugely successful OUE 5Y paper issued in February this year would have been slightly alarmed about their valuations with this new 7Y NC… Continue reading

Ad Hoc Commentary – regional banks resurgence, and a rerun of capital flight of the 1930s

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The bear market rally fizzled out again on Friday. Those optimistic on the earning season early in the week were disappointed later in the week. Yours truly maintain his bearishness – we need… Continue reading

25th Anniversary of Black Monday on a Friday and the USDJPY Ichimocci Chart

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19 OCT 1987 – 19 OCT 2012 Top 10 Greatest Dow Daily Losses of All Time 1. 19 OCT 1987 -22.61% 2. 28 OCT 1929 -12.82% 3. 29 OCT 1929 -11.73% 4. 6… Continue reading

Bonds In Conversation : Scrutinise and Select

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In swarms and hordes they come to Singapore, all knowing that their money will appreciate 1.33% in the next 12 months (using latest SGD NEER reading).  That was MAS’s promise last Friday in… Continue reading