Sunday, May 21, 2017

Detective Conan: The Crimson Love Letter

Synopsis: There’s been an explosion at the symbol of Osaka, Nichiuri TV! Inside, an interview is being recorded about the Satsuki Cup (held by the Satsuki Committee, who drives Japan’s Hyakunin Isshu associations) and everyone panics in the explosion! The great detective of the west, Hattori Heiji, and his childhood friend Toyama Kazuha are left behind as the building collapses, but the two manage to make a narrow escape after being rescued by Conan. This mysterious incident is just like an act of terrorism, but the criminal releases no motive or declaration, leaving Conan and Heiji feeling especially unsettled. Amidst this turmoil, Conan and his friends meet the insistent self-declared fiance of Heiji named Ooka Momiji. Momiji, who claims that she is the person Heiji is fated to marry after his proposal to her as a child, is the high school champion of Hyakunin Isshu, also called the future queen. Meanwhile, the winner of the Satsuki Cup is murdered at a home in Arashiyama, Kyoto. A recording of the scene of the crime reveals Momiji. And in the background, a certain “poem” continues... [Source: Golden Village]

Conan has pretty much become our yearly must go movie at GV. As usual, the gang came across a difficult case (well, murder seems to always follow him wherever he goes) related to Karuta (This time, it is a cross collaboration with the author of Chihayafuru). The culprit in the end is someone we do not ever suspect. Not a bad movie to catch for the weekend.

Rate: 7/10

Wednesday, May 17, 2017

Marvel's Guardians Of The Galaxy Vol. 2

Synopsis: Set to the all-new sonic backdrop of Awesome Mixtape #2, Marvel’s “Guardians of the Galaxy Vol. 2” continues the team’s adventures as they traverse the outer reaches of the cosmos. The Guardians must fight to keep their newfound family together as they unravel the mystery of Peter Quill’s true parentage. Old foes become new allies and fan-favorite characters from the classic comics will come to our heroes’ aid as the Marvel Cinematic Universe continues to expand. [Source: Golden Village]

Nothing much to expect from this movie (except lots of laughter and jokes) since the superhero team is made up of mis-match individuals who seem unable to get along with one another. On a hindsight, the story this time seems a bit less ridiculous and the baby groot just catches the audience attention with its cuteness. A good movie to pass time and as usual, a season 3 is coming. Do stay till the end to catch a few of the short trailer.

Rate: 7/10

Wednesday, May 10, 2017

JB Staycation

With a blink of an eye, we have reached our 2nd wedding anniversary. =) Time sure flies as I got busy with my daily work. For this time, I am planning a rest and relaxing trip just to spend the day with *mds* and away from the hustle and bustle of busy Singapore. 

To start the day, we have our relaxing Swedish massage at Walea Spa & Resort. I chose this place primary because of the good reviews posted on TripAdvisor, which handily beats the rest of similar competitors down. For my personal opinion, I find their massage skill to be above average compared to the service I get from the normal massage shops in Bangkok. At one point in time, it was so soothing that I almost fall asleep! Lol. (Or perhaps I am just too tired)

After the massage, it was time to check into our hotel, which is the same as the one we stayed in 1 year ago. For this time, I booked a room with the lounge service access, so that we can go in and have our afternoon tea, hors d'oeuvres, drinks, tarts or fruits whenever we like it. Their lounge are located on the 16th floor, with a clear view over the Straits of Johor to mainland Singapore, providing a nice ambient for conversation.

For our meals, we hit the local food located around the hotel which whipped up a tasty pot of Kong Bao Frog, Japanese don (very reasonably priced) and BBQ chicken wings. There are lots more restaurant that looks good which I think we can try in future.

We ended the night with some quiet time spent with the Lord as we prepare our bible study lessons which will be starting at the end of the week.

Happy 2nd anniversary, *mds* =) I hope you like the trip I have planned for us.

Thursday, May 04, 2017

Kuroko's Basketball The Last Game

Synopsis: An American street basketball team called Jabberwock comes to Japan and plays a friendly match with a Japanese team, but after the Japanese team suffers a crushing defeat, the team members of Jabberwock start mocking Japanese basketball. Their comments enrage Riko's father, and so he gathers a team made up of the five members of the Generation of Miracles plus Kuroko and Kagami, called Vorpal Swords, to have a revenge match against Jabberwock. [Source: Golden Village]

I guess this is a perfect ending to the Kuroko's series, at least, we get to see the miracle generation working together as a team instead of facing off each other. With so much talent among them, it is hard to believe how can they be defeated? Get prepared to reminisce each miracle generation trademark moves in this high octane last game face off against a despicable foreign team.

Rate: 7.5/10

Friday, April 28, 2017

Smurfs: The Lost Village

Synopsis: In this fully animated, all-new take on the Smurfs, a mysterious map sets Smurfette and her best friends Brainy, Clumsy and Hefty on an exciting and thrilling race through the Forbidden Forest filled with magical creatures to find a mysterious lost village before the evil wizard Gargamel does. Embarking on a roller coaster journey full of action and danger, the Smurfs are on a course that leads to the discovery of the biggest secret in Smurf history! [Source: Golden Village]

First time watching smurfs as a movie since a long long time ago when they are still cartoons shown on TVs. It is a good show to pass your time for the week as you reflects on the familiar characters and songs. The movie is light hearted and definitely appropriate to bring your kids along to watch.

Rate: 6/10

Wednesday, April 19, 2017

Fast & Furious 8

Synopsis: Now that Dom and Letty are on their honeymoon and Brian and Mia have retired from the game- and the rest of the crew has been exonerated- the globetrotting team has found a semblance of a normal life. But when a mysterious woman (Charlize Theron) seduces Dom into the world of crime he cant seem to escape and a betrayal of those closest to him, they will face trials that will test them as never before. [Source: Golden Village]

I was wondering how the franchise will move on after the death of Paul Walker in 2013. Apparently, the directors decided to kill off Brian's character altogether. Nonetheless, the movie still provides lots of race cars, high speed chases and adrenaline rushes with those out of the world moves. Old team assembles, new enemy, cross continent chases, what more can I ask? Relax and enjoy this installment. Do not worry as it does not have any link with F&F 7.

Rate: 6.5/10

Sunday, April 02, 2017

1Q 2017 Investment Strategy Update

This quarter (1Q 2017) has been a pretty quiet quarter, as I weigh the effect of Trump election and the trade strategy he is going to implement. By and large, I feel the plan Trump Office has for USA will be good to USA companies in the short term, but bad for the country as a whole in the long term. 

To implement his election campaign promise "To Make America Great Again", he has vowed to force companies who have outsourced jobs overseas to bring these jobs back to USA. Should companies refuse to comply to his will, he threatened them with additional taxes should they intend to import the products back to USA domestic market to sell. To entice the USA companies further, he plans to cut corporate taxes (Good to companies in the short term as it boost their immediate profits), but the high cost of setting up shop in USA, and the high wages of USA workers, I feel these cost will ultimately be pass on to the consumers a few year down the road once the companies outstanding profits are starting to be compromised. For the gap in income left behind by the tax cut, Trump office intend to cover up by cutting the foreign aid budget and the environmental agency budget (sic). By blasting trade pact as unfair to USA, he promised to review these trade pacts again and famously pull out of TPP which Obama Office has taken years to build up. In my opinion, these acts are a form of USA industry protectionism and just make USA companies anti-competitive. I seriously wonder, how can they survive long in this Global Market where cost usually dictates the consumer demands. I personally feel 2017 might be the peak we see of the USA market, before a major correction in 2018 or 2019 as people start seeing the weakness and flaws in Trump's Office policy.

For Singapore Market, it seems to finally wake up from its long slumber in Q1 as most stocks started to track USA market in going northward. For me, I have already positioned myself long ago, hence, I only managed to do 2 transactions in the whole of Q1. 

Transaction 1: Bought in a final batch of GLP stocks to prepare for its privatization offers.

As of GLP latest update on 30-Mar-17, shortlisted parties have commenced due diligence on the Company, which I believe they should put in a formal proposal at the end of April, with a final bid price in May. According to articles, there are 3 shortlisted parties, which are a management-backed consortium that includes Chinese investment firms Hillhouse Capital Management and Hopu Investment Management, a Warburg Pincus-led investor group, and the Blackstone Group.

Personally, I feel the Hopu Investment Group and the Warburg Pincus Group are the more serious bidders, and the final bid price should come between 25% - 40% premium to the current GLP NAV, which translates to $3.37 - $3.80. Lets see if I am right.

Transaction 2: Short Term: Bought in a batch of Noble Group stocks on possible SinoChem taking a stake in the company.

Should this happen, it will be a jolt of confidence to the Noble Group and good recurring profits in the future as Noble help SinoChem manage their supply chain. This is meant to be a short term play. Should the news becomes a reality, Noble Group price will rise (Depends on the final price SinoChem is buying in the stake). Taking reference to a similar case in 2009 where CIC also bought in a stake, Noble Group price rises about 30% compared to 1 month before the news was released. I meant to sell off immediately once the news is confirmed.

That is all I have for Q1 update. See ya all in Q2. Chaos