AWSJ(9/28) WEEKEND JOURNAL: Returns: Strongarm Tactics -2: Pros Vs. The Military
From The Asian Wall Street Journal
Weekend Journal's Stock-Picking Challenge: Round IX
The Pros vs. The Military
John Band
Director of ASK-Raymond James, Bombay
What he'd buy: Larsen & Toubro Ltd.
Where it's listed: India
How much he'd spend: $10,000
Closing price on Sept. 21: 151.90 rupees (US$3.17)
What he'd buy: SmithKlineBeecham Consumer Healthcare
Where it's listed: India
How much he'd spend: $10,000
Closing price on Sept. 21: 373.95 rupees (US$7.79)
What he'd buy: Zee Telefilms
Where it's listed: India
How much he'd spend: $10,000*
Closing price on Sept. 21: 94.50 rupees (US$1.97)
Dennis Goh
Corporal, Singapore Armed Forces
What he'd buy: Autron Corp.
Where it's listed: Singapore
How much he'd spend: $10,000
Closing price on Sept. 21: S$0.18 (US$0.10)
What he'd buy: Venture Manufacturing
Where it's listed: Singapore
How much he'd spend: $10,000
Closing price on Sept. 21: S$7.45 (US$4.28)
What he'd buy: CapitaLand
Where it's listed: Singapore
How much he'd spend: $10,000
Closing price on Sept. 21: S$1.20 (US$0.69)
Simon Ross
Fund Manager, AIG Global Investment Corp., Tokyo
What he'd buy: Daiei
Where it's listed: Japan
How much he'd spend: $15,000
Closing price on Sept. 21: 144 yen (US$1.24)
What he'd buy: Thine Electronics
Where it's listed: Japan
How much he'd spend: $15,000
Closing price on Sept. 21: 850,000 yen (US$7292.38)
Wong Hoong An
Corporal, Singapore Armed Forces
What he'd buy: Oversea-Chinese Bank
Where it's listed: Singapore
How much he'd spend: $5,000*
Closing price on Sept. 21: S$8.80 (US$5.05)
What he'd buy: United Industrial Corp.
Where it's listed: Singapore
How much he'd spend: $14,000
Closing price on Sept. 21: S$0.68 (US$0.39)
What he'd buy: San Miguel Corp.
Where it's listed: Philippines
How much he'd spend: $11,000
Closing price on Sept. 21: 39 peso (US$0.76)
*Short sell
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Round VII: Final Results
Andrew Alexander
Hedge Fund Manager, Hong Kong
What he/she bought: Del Monte
Where it's listed: Singapore
How much he/she spent: $10,000
Profit/(loss): ($2,833)
Percentage gain/(loss): -28.33%
What he/she bought: Affco
Where it's listed: New Zealand
How much he/she spent: $12,500
Profit/(loss): ($1,648)
Percentage gain/(loss): -13.19%
What he/she bought: Poongsan
Where it's listed: South Korea
How much he/she spent: $7,500
Profit/(loss): $7,529
Percentage gain/(loss): -9.65%
Change in portfolio: -$5,205.46
Portfolio return: -17.35%
Wong Hoong An
Corporal, Singapore armed forces
What he/she bought: Nissan Motor Co.
Where it's listed: Japan
How much he/she spent: $16,000
Profit/(loss): ($3,324)
Percentage gain/(loss): -20.77%
What he/she bought: Sony Corp.
Where it's listed: Japan
How much he/she spent: $9,000
Profit/(loss): $3,959*
Percentage gain/(loss): 43.98%
What he/she bought: Pacific Century CyberWorks
Where it's listed: Hong Kong
How much he/she spent: $5,000
Profit/(loss): $2,760*
Percentage gain/(loss): 55.20%
Change in portfolio: $3,394.49
Portfolio return: 11.32%
Halena Ng
Executive Director, Harris Fraser International, Hong Kong
What he/she bought: Mass Transit Railway Corp.
Where it's listed: Hong Kong
How much he/she spent: $10,000
Profit/(loss): ($2,253)
Percentage gain/(loss): -22.53%
What he/she bought: CNOOC Ltd.
Where it's listed: Hong Kong
How much he/she spent: $10,000
Profit/(loss): $2,821
Percentage gain/(loss): 28.21%
What he/she bought: DBS Group
Where it's listed: Singapore
How much he/she spent: $10,000
Profit/(loss): ($1,416)
Percentage gain/(loss): -14.16%
Change in portfolio: -$848.21
Portfolio return: -2.83%
John Taft
U.S. naval attache, Manila
What he/she bought: Singapore Airlines
Where it's listed: Singapore
How much he/she spent: $10,000
Profit/(loss): ($3,358)
Percentage gain/(loss): -33.58%
What he/she bought: Canon
Where it's listed: Japan
How much he/she spent: $10,000
Profit/(loss): ($1,853)
Percentage gain/(loss): -18.53%
What he/she bought: Formosa Plastics
Where it's listed: Taiwan
How much he/she spent: $10,000
Profit/(loss): ($3,611)
Percentage gain/(loss): -36.11%
Change in portfolio: -$8,822
Portfolio return: -29.41%
All figures are US$. Six-month returns (March 16-Sept.
14).
*Short sell
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Round VIII: Interim Results
Jennie Wang
Fund Manager, DBS Asset Management, Singapore
Pick Allocation % Return
HKCB Bank Holding Co. $10,000 -13.79%
China Overseas Land & Investment $10,000 -47.45%
Acer Inc. $10,000 -46.79%
Return -36.01%
Naoko Takemura
Director, Bowen Capital Management
Pick Allocation % Return
Niprp Corp. $10,000 - 7.16%
Colin Corp. $10,000 -22.28%
Weathernews Inc. $10,000 -38.57%
Return: -22.67%
Phoebe Hui
Chief Purser at Dragonair, Hong Kong
Pick Allocation % Return
Citic Pacific Ltd. $ 7,500 -39.05%
Cathay Pacific $ 7,500 -31.53%
Mass Transit Railway Corp. $15,000 -23.68%
Return: -29.49%
Akemi Yamaguchi
Cabin Crew Supervisor, Japan Airlines
Pick Allocation % Return
Sony Corp. $15,000 -44.84%
NTT DoCoMo $15,000 -35.07%
Return: -39.96%
All figures are in US$. Three-month returns (June 15-Sept.
14).
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