More indications of Tourism Bloom in Singapore

Lim (2012) stated that "Both Singapore and China are hoping the Giant Pandas can fly to Singapore by the end of the year."

On the other hand, with the completion of the new Terminal 4, SATS will most likely be the main operator for their gateway services. SATS core business includes gateway services and food solutions. As the operator of the new Passenger Cruise Terminal, they are in a good position to capture the tourism bloom in the next 5 years.

Another GEM that i missed out is Genting Singapore, previously turning a 2Billion in debt 2-3 years ago into 0.5M in cash. 

LEISURE & ENTERTAINMENT (2012) states that "The construction hindered Genting from aggressively pushing the new Equarius and Beach Villas." The completion of the Marine Life Park will attract more people to the luxury tourist accomodations. Genting Singapore will definitely benefit from the Tourism Bloom in the next 5 years as well.

Reference List

Lim, K 2012, Pandas' arrival from China set for year-end, viewed 31 August 2012
<http://www.channelnewsasia.com/stories/singaporelocalnews/view/1201688/1/.html >.

LEISURE & ENTERTAINMENT 2012, See how Marine Life Park's construction screwed Genting's new VIP products, LEISURE & ENTERTAINMENT , Singapore, viewed 31st August 2012, 
< http://sbr.com.sg/leisure-entertainment/news/see-how-marine-life-parks-construction-screwed-gentings-new-vip-products>.

Attracting more Foreign investments to Singapore

Two articles to share

Singapore Bonds Beat Peers In Shrinking AAA Pool: Southeast AsiaThe securities are poised to return 11 percent this year on aU.S.-dollar basis, compared with a 0.9 percent advance for developed markets including Australia, Canada and the U.S., according to indexes compiled by Bank of America Merrill Lynch. The Singapore dollar has strengthened against 14 of its 16 major counterparts this year as the island’s central bank said in April it will allow faster gains to curb inflation.
Singapore Bonds Beat Peers In Shrinking AAA Pool: Southeast Asia, para 2
<http://www.bloomberg.com/news/2012-08-30/uob-fund-return-beats-peers-with-perpetual-debt-southeast-asia.html>

UOB Fund Return Beats Peers With Perpetual Debt: Southeast Asia
UOB Asset Management Ltd.’s Singapore dollar debt fund is beating most peers by buying perpetual bonds and investing 70 percent of its money overseas as rates on bank deposits and sovereign yields approach zero.

UOB Fund Return Beats Peers With Perpetual Debt: Southeast Asia, para 1

< http://www.bloomberg.com/news/2012-08-30/uob-fund-return-beats-peers-with-perpetual-debt-southeast-asia.html >

3 long-term stocks to hold

SIA Engineering. Why?

1. SIA Engineering Secures MRO Contract for Scoot B777 Fleet
• Source: http://en.acnnewswire.com/press-release/english/8707/sia-engineering-secures-mro-contract-for-scoot-b777-fleet
2. Previously mentioned the construction plans for the new Changi Terminal 4 which will accomodating 16M passengers a year as compared to the previous budget terminal which handled 4.6M passengers in 2011.
• Source: http://www.airlinesanddestinations.com/destinations/singapore-changi-airports-budget-terminal-to-make-way-for-new-larger-terminal-4

Why SATS?

1. To operate the new cruise Passenger Terminal

• Source: http://news.asiaone.com/News/Latest%2BNews/Singapore/Story/A1Story20120522-347652.html

Raffles Medical

1. Travelling miles for trusted care

In 2011, the hospital drew more international
patients from all over the world. Patients from
Indochina saw a significant increase. Patient
visits from the Middle East saw a double
digit increase, and many of them sought
treatment for complex medical conditions
at Raffles Medical. Strong and effective marketing
efforts through patient referral networks,
international insurers, medical evacuation
companies, overseas liaison offices and
associates contributed to the growth.

Taken from: Raffles Medical Annual Report 2011.

Why Raffles Medical
Many patients are willing to travel from overseas to singapore to seek quality healthcare from Raffles. This proves its marketing and branding success of the company.

The company grows ~10% despite the Europe Debt Crisis that is slowing the growth in the Asian economies.

Taken from: Raffles Medical Annual Report 2011.

3 reasons for Tourism Boom in Singapore

Here is 3 reasons why:


Opening of the Gardens By the Bay - 29 Jun 12:
Source: http://www.relax.com.sg/relax/news/1176948/Gardens_by_the_Bay_A_new_icon_for_Singapore.html

Opening of the new Passenger Cruise Terminal in Marina - 26 May 12:
Source: http://www.relax.com.sg/relax/news/1119546/Singapore_eyes_Asia_cruise_market_with_new_terminal.html

Changi Terminal 4 to be completed in 2017:

Source: http://www.channelnewsasia.com/stories/singaporelocalnews/view/1186306/1/.html

How i look at stock market

Let me bring you back to the period of Apr this year. The "ultra low cost financing" from ECB to the rest of the European banks which to me means the printing of about 1 trillion euros.

Source: http://money.cnn.com/2012/04/19/markets/ecb-euro-financing/index.htm

Some of these money as indicated by the source went back to the government bonds. The rest of the money will flow to Asia and the other parts of the world.

My previous study of Foreign Direct Investments (FDI):
Source: http://investingsgx.blogspot.sg/2012/05/fdi-in-singapore-global-recession.html

My assessment of the cash injection will impact the markets in approx. 1 year. The injection in April this year will likely cause stock markets going at an uptrend from Nov 12 to Apr 13.

When the stock markets are high may mean 2 things.

1. The liquidity/FDI hit the asian markets or ...
2. Inflation rises, therefore causing market prices to rise

However, in the long run, markets are not likely to stay bad forever. Here are two examples of why:

1. Asia Buyers Snap Up Australian Hotels As Mining Boom Fills Rooms. Source: http://www.bloomberg.com/news/2012-08-06/asia-buyers-snap-up-australian-hotels-as-mining-boom-fills-rooms.html
2.    Movement in the Breweries sector, F&N( Fraser and Neave), Thai Beverage, Heineken and APB( Asian Pacific Breweries). Source:  http://business.asiaone.com/Business/News/Story/A1Story20120804-363352.html

Conclusion

Companies / Sovereign Weath Funds are still buying up assets around the world. There are still cheap bargains out there waiting to be bought.

 Wilmar price in May: $4.9. Now : $3.27