Wednesday, November 08, 2017

Marvel's Thor: Ragnarok

Synopsis: In Marvel Studios' "Thor: Ragnarok", Thor is imprisoned on the other side of the universe without his mighty hammer and finds himself in a race against time to get back to Asgard to stop Ragnarok- the destruction of his homeworld and the end of Asgardian civilization- the hands of an all-powerful new threat, the ruthless Hela. But first he must survive a deadly gladiatorial contest that pits him against his former ally and fellow Avenger- the Incredible Hulk! [Source: Golden Village]

Departing from the usual Marvel's intense story line and fighting scenes, the director this time really went all out poking funny comments and jokes at the movie characters. Other than that, the movie was pretty much expected of a typical Marvel's set. The fighting scenes are as usual, as intense as it can get, making sure the good guys will defeat the evil ones at the end of the day. Do remember to stay all the way till the very end for some 30s final scene to wrap up this movie.

Rate: 7/10

Monday, October 16, 2017

USA (Newark, California) Work Trip (101017 - 151017)

First trip to USA for a Global OSH Meeting, joining in as a representative from the Asia Pacific region. It has been truly a blessing by the Lord for this rare opportunity, especially so when I have not even been confirmed as a permanent employee since I took on this role 2 months ago. My flight was via Singapore Airline since this was the designated airline by my company and they have a direct flight to SFO.

SIA was using the new Airbus A350-900, with a revamped entertainment system!

My hotel for the trip, but Marriott in Asia provided a much better service

Most of the restaurant around my accommodation are Asian (And they served better food compared to Singapore)

On the 1st night, we have the chance to visit downtown San Francisco for our dinner. On the way, we stop by one of the tourist attraction.

Lombard Street - 27-degree angle slope with 8 hairpin turns & landscaped flowerbeds.

Pier 39

Crocodile bread from Boudin Museum

SQ plane at SFO for the 15 hours ride back home

Sunday, October 01, 2017

3Q 2017 Investment Strategy Update

For 3Q 2017, USA continues its strong economy and job hiring performance, as evident in DJI climbing 1056 points to 22405, though the market seems to be at their saturation point towards the end in September as stocks are becoming increasingly expensive and traders start being cautious in entering the market before seeing solid results. Trump revealed his plans for personal and company tax cuts, though it seems unlikely in passing the senate without finding revenue to plug the gap for the cuts proposed without adding more debt for the country. Singapore STI was stagnant for the quarter, climbing to 3354 before profit taking took place and retreats back to 3219, losing 7 points overall for Q3 compared to Q2. In the world news, USA and North Korea continues their threats towards each other, increasing the chance of a nuclear war on the Korean peninsular. In my opinion, it seems to be the right time now to take profits and preserve cash in anticipation of a correction should any major event happens. For the oil market, there is a shifting view among market analyst in September that we will likely see a oil supply shortfall in 2018 given the lack of investment due to low oil price in the past 2 years.

For Singapore, Croesus Retail Trust obtained shareholder approval for Blackstone buyout at $1.17 and is set to delist on 24-Oct. For GLP, the management has accepted the scheme of arrangement for the buyout at $3.38, to be completed before April 2018. There is nothing much for me to do for Q3, just have to wait for the cash to come in for the buyout in Oct before re-investing the cash in other REIT counters. My Q3 transactions as below:

Transaction 1: Bought in 2 batch of Krisenergy on future oil price play and its likely partial divestment of an oil field project that will be coming online for production in 2019.

As it looks likely that the price of oil will be rising in the future (at least in 2018) (partially because of Saudi Arabia Aramco IPO, who will not want the oil price to be too low, affecting their ability to price the IPO at a good price), I bought in a small stake in Krisenergy given the low price it is in now, no debt obligation till at least 2021 and likely chance of them farming out partially their near 95% stake in the Cambodia Block A oil field to decrease their investment burden in bringing the field online. Once reach target price, I will be selling out, not intending to hold long term.

Transaction 2: Bought in 1 batch of Manchester United plc in NYSE

Yes, finally, I managed to own some shares of Manchester United! This is not an impulsive buy though. Last year in 2016, the EPL has concluded a record breaking deal for the local and overseas broadcasting rights until the end of the 2018-19 season. This means the clubs will be receiving a lot more money from this deal and is evident from the record transfer fees seen this season. Manchester United has been doing well this season under the new legendary manager José Mourinho and they just started their Champions League battle after an absence of 2 years. Coupled with their large fan base worldwide, the next 3 years just looks rosy. Of course, the profits of the club is tied to the performance on the pitch. If Manchester United is not doing well, time to abandon ship! Target price for more buy in: Under USD $18.00

That is all for the Q3 update. See ya all in Q4. Chaos

Wednesday, September 27, 2017

Let Me Eat Your Pancreas

Synopsis: Sakura Yamauchi (Minami Hamabe) and “I” (Takumi KItamura) were former high school classmates. Inspired by Sakura’s words, “I” (Shun Oguri) has now become a teacher at the school they both attended. While talking to his students, he is reminded of the many days he spent with Sakura. Sakura, who was suffering from a disease of the pancreas, kept a diary of her struggle against her illness and how she tried to live with it. After he discovers the diary by chance one day, “I” and Sakura gradually start to spend more time together. Sakura is determined to live out her days brilliantly, but finally, the end draws near. Twelve years after her death, her best friend Kyoko (Karen Otomo/Keiko Kitagawa), who is soon to marry, also begins to remember the time she spent with Sakura, just as “I” does. Then, because of something that happens, the two realize what Sakura really wanted to convey over the distance of those 12 years. [Source: Golden Village]

Frankly, it was the title that caught my attention initially, thinking that this must be a horror flick, but it proved me wrong. This is a sad story about a high school girl who is suffering from a terminal disease struggling to live brilliantly out of her remaining life. While it might brought buckets of tears to some, it unfortunately did not have the same effect on me. What might be the message Sakura is trying to convey through time to her best friends? Watch to find out.

Rate: 7/10

Saturday, September 09, 2017

The Irregular At Magic High School The Movie: The Girl Who Summons The Stars

Synopsis: Seasons have passed, and their second spring is almost upon them… The “irregular” elder brother and his younger sister, who is an academic star. Their first year at Magic High School is about to draw to a close. Tatsuya, Miyuki and the others have decided to spend their spring break at a certain private villa on Ogasawara Island. They are making the most of their brief vacation. That is until a young girl named Kokoa appears before them. She has escaped from the naval base, and tells Tatsuya her one wish…[Source: Golden Village]

A continuation of where the anime left off, finishing a side story into a short film. Not a bad choice as we follow the main character as he was vacationing with his classmates on an island when disaster struck. Nothing new was revealed in the film, except from the sneak peak at the end where highly probably a new season of anime will be coming as the characters starts their Year 2. highly recommended to watch if you are a fan!

Rate: 7/10

Tuesday, August 15, 2017

The Emoji Movie

Synopsis: The Emoji Movie unlocks the never-before-seen secret world inside your smartphone. Hidden within the messaging app is Textopolis, a bustling city where all your favorite emojis live, hoping to be selected by the phone’s user. In this world, each emoji has only one facial expression – except for Gene (T.J. Miller), an exuberant emoji who was born without a filter and is bursting with multiple expressions. Determined to become “normal” like the other emojis, Gene enlists the help of his handy best friend Hi-5 (James Corden) and the notorious code breaker emoji Jailbreak (Ilana Glazer). They embark on an epic “app-venture” through the apps on the phone, each its own wild and fun world, to find the Code that will fix Gene. But when a greater danger threatens the phone, the fate of all emojis depends on these three unlikely friends who must save their world before it’s deleted forever. [Source: Golden Village]

Not exactly a great movie, I would rate it a normal cartoon just entertaining enough to pass your evening time. The concept of casting emoji as the main character is refreshing but the plot just cant bring the atmosphere to the next level. There isn't much twist and turn in the 90 mins while the movie grind down towards its happy ever after ending. Watch it only if you have no better choice.

Rate: 5/10

Friday, August 11, 2017

Farewell Givaudan

Farewell Givaudan, it has been a fruitful 27 months journey with you.