26/3/2013

The markets haven’t really gone anywhere for the past month and March was the month for results announcement as well. Talking about my own companies, I don’t think they have gone anywhere after announcing results. There is still one more company to announce on Friday and that is it. Considering Friday is also a Good … More 26/3/2013

Ju Teng 2012 Results

From the report, with my own thoughts in bold… Business Review & Prospect In 2012, due to continued economic weakness in the U.S. and European countries, the global personal computer industry recorded a disappointing year marked by shipment decline. Notwithstanding these challenges in the market, Ju Teng achieved remarkable results with its profits more than … More Ju Teng 2012 Results

Dell demands price cuts from upstream supply chain

Dell demands price cuts from upstream supply chain Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Wednesday 13 March 2013] Dell has reportedly been demanding its upstream component suppliers cut their prices to help reduce its costs. Metal chassis suppliers, which have a higher price level than most other components, are the US brand vendor’s first target, according … More Dell demands price cuts from upstream supply chain

Diversification…

Jim Rogers – “The way to get rich is to put your eggs in one basket, but watch that basket very carefully. And make sure you have the right basket.” Warren Buffett – “Wide diversification is only required when investors do not understand what they are doing.” Jim Rogers – “Diversification is something that stock … More Diversification…