13 May 10- My tx n Telco Sector

>Outlook: cautious, +ve looking fr improved euro (pigs) debt mgmt, improved us figures; steady economic perform of asia (china, sing, indonesia, etc.) posting strong gdp growth (~10+%, 7%, 6%), china quite steay in putting measures in place to check overheat n currency surge.
>Recommend(by ubank): ocbc top pick for banks, released +ve result.
>Telco sector: Singtel sluggish(?) engaged in LT overseas investment; M1 firms up, providing MT growth due to content sharing; Starhub neutral but provide gd dividend (7-8%) fr steady cable subscriber-base revenue, despite slight drop in revenue.
>Activity- last wk:
1. Bt KepLand 4K@3.72 for teir potential LT growth in china infrast and township develop projs.
2. Bt SGX @7.66 for ST gain (T8.40?)

My Investment Diary and Digest (IDD) Blog

Purpose of my IDD blog: to keep log of what I read, thought and did in investment in local shares.

Sources of my digest: local sg news media n finance house e-pubs like biz times, obank, cbank, ubank, yh.sg, etc.