Friday, October 15, 2010

Marketing Strategy: Presence and Reason

one thing i learn from marketing is, the success of a brand building campaign does not solely depend on how loud you shout, but on the way you shout.

imagine, when you walk into a shop, and you see a big-ass display of product in front of you, under normal circumstances, people will either be attracted to it ("wah! new product, let's check it out!'), or merely just acknowledging its existence. ("oh, new product huh. ok...but the display is ugly lah, let's go grab my chips instead")

you can have bright yellow or pink or green backdrop or funky packaging, coupled with a big banner on top saying "Buy 1 free 10" or something. These might catch the attention from some people, especially those that are on limited budget, but it might not work for some. This is because to inform the shopper about something is easier than to convince them to buy one. Why?

When you talk about soda drinks, there's always a brand that will pop up in your mind immediately. Coke? Pepsi? Dr. Pepper?

ok, let's think of diapers. Which brand pops up?

how about, beer, which brand is it?

how about instant noodle, which brand pops up first?

the funny thing about human mind is, image normally comes up first, then your brain will send the signals to the other parts of your body, then, for some reasons, you can almost certainly taste or smell the product you want to buy (not diaper of course, but you might be able to recall how soft/hard/expensive it is).

i.e. we normally store images & experiences in our creative-part of the brain, whereas the rational & logical side of brain will store info like "is it healthy? how expensive is it comparing to the others? will my friend think that i'm a loser if i drink this soda instead of the others?" etc.

so it's like a left brain vs right brain war. And normally the war is quite intense when you go shopping.

how about convenience store? think about it, what drives you to go to a convenience store? to buy a cigarettes? grab a drink? buy newspaper? ATM? grab a pain killer?

The subconscious motive of going to a hypermarket vs convenience store is inherently very different for shoppers. When you plan for your trip to hypermarket with family, you know you want to do grocery shopping, maybe will buy some food...but not sure what yet. In fact, most of the time, we are hoping that the hypermarket can surprise us with good deals or value buys.

However, before you step into a convenience store, most often than not, you already know that one item or two that you want to buy.

it's essential to understand the motives of shoppers before you can plan for anything in the world of FMCG marketing. You can bang table, shout all you can about how great is your brand, but, if this is not what the shoppers want, their reaction will just be merely "acknowledging" your presence, and will not convert into sales.

It's not wrong to have a marketing campaign just to create "Presence". Especially for new brands, you need to have presence then only people know there's a new kid on the block.

But, there are times, you need a marketing campaign to tell the consumers "the Reason" to buy. If this is successful, you will see sales growing healthily across time.

Don't get me wrong, i'm not saying that Reason is more important than Presence, nor the other way around. It's just merely using different strategy for different phase of the product marketing cycle. But i must say that creating a "Reason" marketing strategy is harder than a "Presence" one.

if you have enough marketing budget, then you just need to buy some block displays at high traffic outlets, do some TV ads, competition, or maybe celebrity endorsement then consumers will know about your product. Knowing is one thing, but to make it the first brand that pops up in your mind when you think of that category is another.

Sometimes to create a deeper impression, the product will have a very funny or funky TV ads. You had a good laugh, and you share it on Facebook, but, can you recall the brand after 2-3 months? You might, maybe, but will you rush to the shop right away to buy the product? Or will you purposely look for the product when you are in shop the next time?

Reason-type of marketing will be different. It could be the power of association (i.e. when people see me with this product, then they will think that i am cool) or words of mouth (if you want to drink soda, buy coke), or it could be influenced by the product positioning strategy (if you're thirsty, think of coke or drink coke with hot pot, shiok ah!)

so next time around when you're thirsty or eating hot pot, you will be like "hey, i feel like having a bottle of coke". Isn't it fattening? But you do have a reason to have coke at that moment.

"Because, [i was told that] coke is the perfect match for hot weather!"

there you go. Reason-type marketing is largely based on the Product Positioning marketing strategy. Once you position your product to be of certain price or quality range, then you will need to crack your head to think of the reason for consumer to choose you. Some says it's actually differentiation strategy. I say no. Differentiation is just being different from the others, but it does not convert consumer from A to B.

So if you have this concept at the back of your mind, then you can easily identify which campaign does not fit your marketing strategy. If i want you to buy my potato chips, i will tell you that our product is healthier, tastier, cheaper blah blah blah, and all i need to do is to feed you with info and make sure that you will be convinced. Sometime, being different is just not good enough.

If you have a good "Give me a Reason to Buy" marketing strategy, then, it is almost like having a top insurance agent selling to the consumers on a 24/7 basis.

some food for thoughts.

Monday, October 11, 2010

Edison is Back!

I have always been a big fans of Edison Chen, of his talents and entrepreneurial spirits. Check out his label / company here. CLOT Inc. That's the name.

Here's his latest song, "Mr. Sandman"


Personally i think this lyric is quite cool. check it out

"他不想当宅男, 要当就当豪宅男"

Lyrics :
歌词

他每天上班 下班 加班

吃不下饭

穿衬衫 打领带

黑皮鞋 黑眼袋

黑棉猜

太阳好大 好碍眼

晒得他好邋遢

他看着101

幻想着有天他也会发达

就算是一辈子

也买不起栋房子

就算买了也会累死

他到底干嘛要这样子

他不想当宅男

要当就当豪宅男

这种梦比登天还难

他到底应该要怎么办

mr sandman

Bring me a dream

make it the cutest that i've ever seen

give him the tips

like roses in clover

then tell hom that his lone some nights are over

mr sandman

i'm so alone

don't have nobody to call my own

please turn on

your magic beams

mr sandman bring me a dream

她是個Young lady 會被老闆吃吃豆腐

牵牵手

摸摸屁股

点头论足她穿的衣服 oh

他討厭他的BOSS

有苦难言

她很O

虚伪的面具到处都有

乾脆辞职说了就GO

她是要去哪咧 她到底搞清楚了没

她觉得未来的路是黑 为何她不顾是非

需要点勇气

需要多点lucky

或许爱她的Honey

或许多一点money

他自己也搞不清

Oh mr

sandman

请给他一个梦想

Oh mr sandman

请给我一个梦想

Oh mr sandman

mr

sandman

我叫做陈冠希

和你一样

我有痛苦和压力

也想过要放弃

没私人飞机

过海关也会被哔哔

我假装笑嘻嘻

假装日子一样

bling bling

我的生活

像是一场马戏团的show

跳来跳去下一关

我想试试Super Mario

oh

no

我的父母告诉我

这世界属于我

当时我怀疑

这到底是对还是错

醉生梦死

多少次

对着镜子问着

why me

mr sandman please

请你帮我把梦快递

和你一样

其实我和你一样

mr sandman

请你带给我们一个希望

mr sandman

bring me a dream

make it the cutest that i've ever seen

give hm the tips like roses in clover

then tell him that

his lone some nights are over

mr sandman

i am so alone

don't have nobody

to call my own

please turn on your magic beams

mr sandman bring me a dream

Friday, October 08, 2010

Eulogy by Mr. Lee Kuan Yew to his beloved wife

Mrs. Lee Kuan Yew, Mdm Kwa Geok Choo passed away recently.

At the funeral service at Mandai Crematorium, Singapore Minister Mentor Mr. Lee delivered his eulogy entitled "The Last Farewell to My Wife", as below:

Source: Channel News Asia

Ancient peoples developed and ritualised mourning practices to express the shared grief of family and friends, and together show not fear or distaste for death, but respect for the dead one; and to give comfort to the living who will miss the deceased.

I recall the ritual mourning when my maternal grandmother died some 75 years ago. For five nights the family would gather to sing her praises and wail and mourn at her departure, led by a practiced professional mourner.

Such rituals are no longer observed. My family’s sorrow is to be expressed in personal tributes to the matriarch of our family.

In October 2003 when she had her first stroke, we had a strong intimation of our mortality.

My wife and I have been together since 1947 for more than three quarters of our lives. My grief at her passing cannot be expressed in words. But today, when recounting our lives together, I would like to celebrate her life.

In our quiet moments, we would revisit our lives and times together. We had been most fortunate. At critical turning points in our lives, fortune favoured us.

As a young man with an interrupted education at Raffles College, and no steady job or profession, her parents did not look upon me as a desirable son-in-law. But she had faith in me.

We had committed ourselves to each other. I decided to leave for England in September 1946 to read law, leaving her to return to Raffles College to try to win one of the two Queen’s Scholarships awarded yearly. We knew that only one Singaporean would be awarded. I had the resources, and sailed for England, and hoped that she would join me after winning the Queen’s Scholarship.

If she did not win it, she would have to wait for me for three years.

In June the next year, 1947, she did win it. But the British colonial office could not get her a place in Cambridge.

Through Chief Clerk of Fitzwilliam, I discovered that my Censor at Fitzwilliam, W S Thatcher, was a good friend of the Mistress of Girton, Miss Butler.

He gave me a letter of introduction to the Mistress. She received me and I assured her that Choo would most likely take a “First”, because she was the better student when we both were at Raffles College.

I had come up late by one

term to Cambridge, yet passed my first year qualifying examination with a class 1. She studied Choo’s academic record and decided to admit her in October that same year, 1947.

We have kept each other company ever since. We married privately in December 1947 at Stratford-upon-Avon. At Cambridge, we both put in our best efforts. She took a first in two years in Law Tripos II. I took a double first, and a starred first for the finals, but in three years.

We did not disappoint our tutors. Our Cambridge Firsts gave us a good start in life. Returning to Singapore, we both were taken on as legal assistants in Laycock & Ong, a

thriving law firm in Malacca Street. Then we married officially a second time that September 1950 to please our parents and friends. She practised conveyancing and draftsmanship, I did litigation.

In February 1952, our first son Hsien Loong was born. She took maternity leave for a year.

That February, I was asked by John Laycock, the Senior Partner, to take up the case of the Postal and Telecommunications Uniformed Staff Union, the postmen’s union.

They were negotiating with the government for better terms and conditions of service. Negotiations were deadlocked and they decided to go on strike. It was a battle for public support. I was able to put across the reasonableness of their case through the press and radio. After a fortnight, they won concessions from the government. Choo, who was at home on maternity leave, pencilled through my draft statements, making them simple and clear.

Over the years, she influenced my writing style. Now I write in short sentences, in the active voice. We gradually influenced each other’s ways and habits as we adjusted and accommodated each other.

We knew that we could not stay starry-eyed lovers all our lives; that life was an on-going challenge with new problems to resolve and manage.

We had two more children, Wei Ling in 1955 and Hsien Yang in 1957. She brought them up to be well-behaved, polite, considerate and never to throw their weight as the prime minister’s children.

As a lawyer, she earned enough, to free me from worries about the future of our children.

She saw the price I paid for not having mastered Mandarin when I was young. We decided to send all three children to Chinese kindergarten and schools.

She made sure they learned English and Malay well at home. Her nurturing has equipped them for life in a multi-lingual region.

We never argued over the upbringing of our children, nor over financial matters. Our earnings and assets were jointly held. We were each other’s confidant.

She had simple pleasures. We would walk around the Istana gardens in the evening, and I hit golf balls to relax.

Later, when we had grandchildren, she would take them to feed the fish and the swans in the Istana ponds. Then we would swim. She was interested in her surroundings, for instance, that many bird varieties were pushed out by mynahs and crows eating

up the insects and vegetation.

She discovered the curator of the gardens had cleared wild grasses and swing fogged for mosquitoes, killing off insects they fed on. She stopped this and the bird varieties returned. She surrounded the swimming pool with free flowering scented flowers and derived great pleasure smelling them as she swam.

She knew each flower by its popular and botanical names. She had an enormous capacity for words.

She had majored in English literature at Raffles College and was a voracious reader, from Jane Austen to JRR Tolkien, from Thucydides’ The Peloponnesian Wars to Virgil’s Aeneid, to The Oxford Companion to Food, and Seafood of Southeast Asia, to Roadside Trees of Malaya, and Birds of Singapore.

She helped me draft the Constitution of the PAP. For the inaugural meeting at Victoria Memorial Hall on 4 November 1954, she gathered the wives of the founder members to sew rosettes for those who were going on stage.

In my first election for Tanjong Pagar, our home in Oxley Road, became the HQ to assign cars provided by my supporters to ferry voters to the polling booth.

She warned me that I could not trust my new found associates, the leftwing trade unionists led by Lim Chin Siong. She was furious that he never sent their high school student helpers to canvass for me in Tanjong Pagar, yet demanded the use of cars provided by my supporters to ferry my Tanjong Pagar voters.

She had an uncanny ability to read the character of a person. She would sometimes warn me to be careful of certain persons; often, she turned out to be right.

When we were about to join Malaysia, she told me that we would not succeed because the UMNO Malay leaders had such different lifestyles and because their politics were communally-based, on race and religion.

I replied that we had to make it work as there was no better choice. But she was right.

We were asked to leave Malaysia before two years.

When separation was imminent, Eddie Barker, as Law Minister, drew up the draft legislation for the separation. But he did not include an undertaking by the Federation Government to guarantee the observance of the two water agreements between the PUB and the Johor state government. I asked Choo to include this. She drafted the undertaking as part of the constitutional amendment of the Federation of Malaysia Constitution itself.

She was precise and meticulous in her choice of words. The amendment statute was annexed to the Separation Agreement, which we then registered with the United Nations.

The then Commonwealth Secretary Arthur Bottomley said that if other federations were to separate, he hoped they would do it as professionally as Singapore and Malaysia.

It was a compliment to Eddie’s and Choo’s professional skills. Each time Malaysian Malay leaders threatened to cut off our water supply, I was reassured that this clear and solemn international undertaking by the Malaysian government in its Constitution will get us a ruling by the UNSC (United Nations Security Council).

After her first stroke, she lost her left field of vision. This slowed down her reading. She learned to cope, reading with the help of a ruler. She swam every evening and kept fit. She continued to travel with me, and stayed active despite the stroke. She stayed in touch with her family and old friends.

She listened to her collection of CDs, mostly classical, plus some golden oldies. She jocularly divided her life into “before stroke” and “after stroke”, like BC and AD.

She was friendly and considerate to all associated with her. She would banter with her WSOs (woman security officers) and correct their English grammar and pronunciation in a friendly and cheerful way. Her former WSOs visited her when she was at NNI. I thank them all.

Her second stroke on 12 May 2008 was more disabling. I encouraged and cheered her on, helped by a magnificent team of doctors, surgeons, therapists and nurses.

Her nurses, WSOs and maids all grew fond of her because she was warm and considerate. When she coughed, she would take her small pillow to cover her mouth because she worried for them and did not want to infect them.

Her mind remained clear but her voice became weaker. When I kissed her on her cheek, she told me not to come too close to her in case I caught her pneumonia.

I assured her that the doctors did not think that was likely because I was active.

When given some peaches in hospital, she asked the maid to take one home for my lunch. I was at the centre of her life.

On 24 June 2008, a CT scan revealed another bleed again on the right side of her brain. There was not much more that medicine or surgery could do except to keep her comfortable.

I brought her home on 3 July 2008. The doctors expected her to last a few weeks. She lived till 2nd October, 2 years and 3 months.

She remained lucid. They gave time for me and my children to come to terms with the inevitable. In the final few months, her faculties declined. She could not speak but her cognition remained.

She looked forward to have me talk to her every evening.

Her last wish she shared with me was to enjoin our children to have our ashes placed together, as we were in life.

The last two years of her life were the most difficult. She was bedridden after small successive strokes; she could not speak but she was still cognisant.

Every night she would wait for me to sit by her to tell her of my day’s activities and to read her favourite poems. Then she would sleep.

I have precious memories of our 63 years together. Without her, I would be a different man, with a different life. She devoted herself to me and our children.

She was always there when I needed her. She has lived a life full of warmth and meaning.

I should find solace at her 89 years of her life well lived. But at this moment of the final parting, my heart is heavy with sorrow and grief.

Wednesday, September 29, 2010

Mixed Rice, or some called it Economical Rice

Not long ago, Mixed Rice, or more commonly referred to as Chap Fan in Malaysia was my staple meal for lunch. Especially during those college days where budget is always a constraint. (Note the usage of "is" in the previous sentence, as budget constraint remains a problem till nowadays :( )

Then as you grew older, and people starting to learn how to enjoy life, we will switch to lunch at air-conditioned venues with better quality food. In turns, your cost-for-lunch increases tremendously with the increasing level of comfort.

Gotta blame it on inflation that food prices are more expensive these days. Well, will not go into that topic any further as it will involve at least 2,000,000+ blog entries in arguing which economic policy works best for the country. Chap Fan, used to cost about RM2.00 - 3.00 (with fried chicken drumsticks somemore) to a minimum of RM3.50 in today's economy. Guess the high selling price forced the Chap Fan sellers to re-named their business from "economical rice" to "mixed rice", simply because, it's not economical anymore.

Nonetheless, it is still one of the few most affordable lunch options available. If you want to go cheaper than Chap Fan, guess you either have to starve or to rely / hope for free lunch.

Anyway, this is like KL Tower-style blog entry. Super fat layer on the intro, and broom stick skinny content to follow. Sometimes we like to take things for granted, and if it's not "the time of the month" again (p.s. not PMS if you're thinking down that route. No!), i.e. the days between "Pay Day" and "I have used up my savings and i have sheeeet-loads of credit card debt day", we wouldn't have thought of our beloved Chap Fan, as opposed to air-conditioned overpriced outlets like PapaRich, Oldtown, KFC, McD etc etc...

Though it's not as comfortable vs. the abovementioned outlets, but when you get to eat a cheap yet nice meal for lunch, you just feel so good about yourself. One dollar saved is one dollar earned after all.

Maybe, in order to feel rich going forward, perhaps, we need to eat chap fan for lunch on a daily basis from now on... Maybe.


Tuesday, September 21, 2010

Autobiography

I was tossing the idea of drafting an autobiography of myself and my family. well, of course i do agree that i'm a nobody (at least for now, ha!), but i think recording what's happening right now, my plan for the future and my growing stories would be interesting for my descendants. (i hope...)

The idea first sprung up when i was asking my dad about my family tree. My dad was telling me interesting stories like this but nothing really concrete about the whole family thingy. I mean, he said "i think one of your ancestor was a government official during Ching Dynasty day" but no name was mentioned. Good thing is we still have record of our ancestors' home in Guangdong province, China. But, that is. nothing more, nothing less.

i went on google about my ancestors, my surname, the location of our ancestors' home in Guangdong but nothing really meaningful came up. Thus, i think, the Foo family deserves to know more about the legacy of Foo family members.

There's an episode in "The Simpson" season 21 where poor Lisa Simpson was looking up and down for her proud ancestor story (of course is for her aim to get a good grade in school project). interestingly (of course, it's a cartoon for crying out loud), the record of the Simpsons are widely available (a diary in their house's attic, public library, untold story from Grandpa...). She was told that one of her ancestor, Eliza Simpson once freed a black slave, and she's super proud of it, of course, The Simpson ain't a simple cartoon and you have to watch the episode to find out the turn of events.

My point is, History, though labeled as boring for some, but it's nonetheless an very important element in our life. There are lessons to be learnt, and there are moments to be proud of. It isn't the case where we can only learn from successful stories (like the autobiographies sold out there), but there are times where we can learn from small stories in our daily life.

Start collecting stories around you and who knows, one day, our story could be as famous as this bloke's.

Time to start drafting!

Wednesday, September 15, 2010

Interesting Article on Mamee-Double Decker

Read this piece on Mamee-Double Decker from a Nanyang article. Interesting ;) He's definitely a huge fan of Mamee Monster!

道股论金: 资产表健康·现金流充沛 妈咪大宝达蓄势待发
2010/09/13 3:34:16 PM
●南洋商报李佳讯

如果笔者说零食已经成为大部分年轻人的喜爱,而快熟面也成为现代人生活的一部分,我相信大家应该不会反对。但是,你身为股市投资者,是否能从这些现代人的习惯中看到投资机会?

着名基金经理彼得林奇(Peter Lynch)在“One Up On Wall Street”写过,“零售和批发商、制造商、销售人员、清洁工,或者分析员都会碰到无数选择股票的好机会”,很奇怪的是,现实市场上,许多投资者都不知道要投资什么股票?”

今天,笔者要讨论一家大部分人都接触过,但可能不知道是一家上市公司的公司,那就是妈咪大宝达(Mamee,5282,主板消费产品股)。

妈咪大宝达过去是一家非常低调的公司,不过,妈咪大宝达管理层今年开始注重和投资者的关系,同时也委任了一家投资者关系公司,四月时第一次业绩汇报。

我们可以从表1看到,过去5年来,妈咪大宝达营业额平均成长了8%,净盈利则成长了31%,管理层也定下5年内营业额超越10亿的目标。

假设营业额未来5年真能到达10亿(假设基本面没变)、净盈利10%,这里我保守以8%计算,等于8000万的净盈利,相等于每股盈利52.98仙,如果是这样,根据8-9-2010的收市价,本益比是6.3倍。

如果,根据目前的进度,从2009年算起,假设妈咪大宝达能够每年成长8%,那么5年后营业额仅约6亿令吉,如果管理层要实现10亿目标,除了要开发新产品,也需要更积极在零售门市争取更多销售管道。

妈咪大宝达的竞争对手众多,以薯片市场为例,Mister Potato暂时领先Pringles和Jacker这两个品牌。

结束中国业务

快熟面和杯面市场,主要竞争来自Maggie(Nestle 4707)、Cintan(YHS 4642)和Super(新加玻上市)等;如果你想知道谁的品牌比较受欢迎,去霸级市场购物时不妨留意一下,顾客购买快熟面时选择什么品牌。

至于饮料和冷冻奶制品,Cheers都无法和Coca Cola(F&N,3689),Pepsi (CI HLDG,2828)强大的品牌对抗,而冷冻奶制品nutrigen也面对来自Dutch Lady和Nestle的竞争,所以,这两方面盈利贡献并不很大。

因此,妈咪大宝达主要还是注重在零食和快熟面市场,原本拥有的糖果生产线,因为无法获利,今年4月结束。

然后,管理层也结束在中国的业务,把资源集中在本地和东南亚市场(6亿人口)也是良策之一。

RM3.30可买进

从技术分析来看,自7月22日创下新高3.78令吉后,妈咪大宝达就往下调整,形成了两个底部,3.40令吉和3.26令吉,如果要保持涨势,那么,就必须突破3.70令吉这个顶。

从基本分析来看,在3.70令吉的价位,根据年化每股盈利本益比是11.98倍,按照公司50%的股息派发政策,相等于4.2%的周息率。

从周线图来看支持点是2.80令吉,如果跌破,我们可能会看见更低的成交价。

单单从基本面来看,如果真的下跌到2.80令吉,假设基本面没改变本益比是9.06倍,周息率是5.5%。

妈咪大宝达拥有健康资产表和强劲的现金流,笔者看法是,可以在低于3.30令吉价位买进做长期投资。

进·军·印·尼·种·植

目前,妈咪大宝达上半年推出2个新产品,“米片”Rice Chip,之前Mister Potato使用马铃薯,从投资简报资料显示,马铃薯的开销比去年增加了40%,如果使用米来制造“米片”,基于成本更低,而其它品牌并没有“米片”,这是Mister Potato的优势。

另外一个产品是Mie Goreng快熟面(印尼劳工市场),Mie Goreng根据印尼人口味设计。妈咪大宝达下半年准备2500万做为新产品的广告和销售开支。

妈咪大宝达也拨出2000万的资本开销,进军种植油棕的业务,地点是加里曼丹,首期发展2000公顷(今年开始),这是一项联营计划,而妈咪大宝达占60%权益,剩下的权益是印尼一家有经验的种植公司。

1万公顷柚棕园

这项计划分成三个阶段进行,整个计划是种植1万公顷油棕。

新的产品需要更多的销售开支,这是无法避免的,至于种植棕油计划,种植新棕油树一般上必须至少3年才能收割(如果一切顺利),目前,这项计划2010开始,预计2013-2014 才有收获,剩下8000公顷将会等到首期的棕油成熟之后才陆续种植。

妈咪大宝达是否有能支撑2014之后的资本开销?

根据去年的现金流,妈咪大宝达拥有4100万净现金,虽然管理层承诺50%股息政策(假设15仙股息派发需约2265万),扣除股息派发,公司依然拥有足够的现金支撑未来资本开销。

最重要的是,目前妈咪大宝达并没任何负债;2年前,已完成工厂资本开销,同时也还清2007年的债务。

冯氏家族主要股东

妈咪大宝达主要股东是冯氏家族,他们大约持有70%股权,而值得一提的是,目前为止(6-4-2010年报)显示,只有约3%外资机构和3%本地基金持股,这说明了什么?股票流动量约22%。

彼得林奇曾经说过,“如果你找到一只几乎不曾被机构投资者问津的股票,你可能已找到一家可能赚钱的股票 ”。

也许你会疑惑为什么我这样说?如果你有发现,最近国库控股不断脱售手中持股,而被脱售的股票股价不断上涨,你就会明白为什么我这样说!

道理很简单,如果你买进一家稀少基金问津的公司,假设有一天基金经理突然发现这家公司而进场买进,自然的就会推高股价,而你就可能因此得利。



公司背景

妈咪大宝达是一家食品制造公司,1971年成立,主要业务是零食(Mister Potato、Double Decker、Mamee)、快熟面和杯面(Mamee)、饮料(Cheers)、冷冻奶制品(Nutrigen),产品种类达50多种。

公司在马来西亚和缅甸有5间工厂,其中四间在马来西亚,分布在马六甲,雪兰莪和彭亨,缅甸的工厂则负责制造快熟面和只供缅甸内消。

妈咪大宝达拥有运输队伍,可以直接供应各大零售门市需求,同时也委任了150间合格批发商帮助增扩大售管道。年报资料显示,目前,妈咪大宝达营业额70%来自本地,其余来自国外。

Thursday, September 09, 2010

Travelling Madness Continues...

Don't get me wrong here. I love my job. After years of working i can finally say this loud and proud.

The hostage incident in Manila was a madness. The bus was literally not more than 50 steps away from my hotel... nonetheless, the delicious pork and mangoes in Philippines totally compensated us for the traumatic events.

Then i thought perhaps it's time to chill for a bit after Manila. Nope, Bangkok i went. It was a very good trip though, compact and impactful i would say. Then boss told me this

"Dude, we're going to Beijing next week."

What? Cool! but i will be going to Singapore that weekend itself!

So it's a whole week of travelling? i think by then i wouldn't have recognised the route back to my office anymore!

I'm always very excited about going to Beijing. Been there once for holiday and totally in love with the city (not the air, not the traffic though). Especially after 2008 olympics, the city is now much cleaner and neater i would say.

Then, something unexpected popped up.

Totally unexpected. I fell sick. High fever.

What's the odd! oh well, gotta forego the beijing trip. That's the downside. Upside is? Got a bit of time to rest before travelling madness resumes, and found abit of time, to write this blog entry.

Thank you for reading another gibberish blog entry of mine.

cheers