Jan 26, 2019
Cory Diary: Scams keep revolving around
This time is back to Gold again ... 2000 investors. How the heck the trio managed to get so many investors to invest ? As someone (TTI) said is Darwinism at work again and their genes don't get to proliferate hopefully. Probably it is. Maybe we should give national awards to this trio for helping to improve our gene pool.
Joke aside, no amount of regulation and government intervention will help this group of people. We do not need to be smart to survive in this world. Just don't be stupid.
Cory
2019-0126
Jan 22, 2019
Cory Diary : NetLink NBN Tr
Have been doing some investigations into 5G Technology. This is the biggest concern on whether is overall plus or negative to NetLink NBN Tr in regard to Home Network.
5G can run hundred of times faster than current 4G. If is just for Video, 4G is enough today. So it has to offer more than that such as latency, VR, Iot and remote services. It can also put less reliant on cable to remote places which will be costly to lay.
For Singapore which is heavily built up, Home Fibre Optics connection is almost everywhere. So will 5G replace fibre optics home network ? A few consideration comes to my mind.
1. 5G tech runs on MilliWaves. What this means literally is that even trees can block your transmission signal. So walls is no no. With condo and HDB everywhere, transmission is tough.
2. High dense cells network needed and they have to run on infra backbone.
3. Is fast, very fast. The package probably has to be on unlimited data plan.
4. Stability of connections. It could be fragile and would need layers of support.
5. Safety and dependency on use.
All the above means High Cost to implement and subscribe. This will also impact Service Provider profitability selling data plans.
Possible Options
1. Tap existing home fibre network for 5G routers. Fast and cheap.
2. Unsightly installation of base cells everywhere. Not all homes will have access.
High amount of maintenance and installation complexity on every home each with unique conditions.
3. 5G not needed for most home application. Not needed. Maybe 7-10 years later when VR is a big hit and very mature. By then, Fibre Optics may have catch up in speed.
4. Mobile plan hot spot is too expensive and will be years later. And due to mobility, home appliances will be without network service when away.
With Option 1, is pretty obvious NetLink NBN Tr is here to stay.
Cory
2019-0122
5G can run hundred of times faster than current 4G. If is just for Video, 4G is enough today. So it has to offer more than that such as latency, VR, Iot and remote services. It can also put less reliant on cable to remote places which will be costly to lay.
For Singapore which is heavily built up, Home Fibre Optics connection is almost everywhere. So will 5G replace fibre optics home network ? A few consideration comes to my mind.
1. 5G tech runs on MilliWaves. What this means literally is that even trees can block your transmission signal. So walls is no no. With condo and HDB everywhere, transmission is tough.
2. High dense cells network needed and they have to run on infra backbone.
3. Is fast, very fast. The package probably has to be on unlimited data plan.
4. Stability of connections. It could be fragile and would need layers of support.
5. Safety and dependency on use.
All the above means High Cost to implement and subscribe. This will also impact Service Provider profitability selling data plans.
Possible Options
1. Tap existing home fibre network for 5G routers. Fast and cheap.
2. Unsightly installation of base cells everywhere. Not all homes will have access.
High amount of maintenance and installation complexity on every home each with unique conditions.
3. 5G not needed for most home application. Not needed. Maybe 7-10 years later when VR is a big hit and very mature. By then, Fibre Optics may have catch up in speed.
4. Mobile plan hot spot is too expensive and will be years later. And due to mobility, home appliances will be without network service when away.
With Option 1, is pretty obvious NetLink NBN Tr is here to stay.
Cory
2019-0122
Jan 20, 2019
Cory Diary : LION-PHILLIP S-REIT
Doing my home work looking through ETF - LION-PHILLIP S-REIT.
Found following information.
Then I check the last of trades done. Big players are selling down and we have some retailers seem itchy fingers.
.
The yield 3.43% is quite low. I remember being "marketed" for 5.2% yield. I would accept 4.5% What has gone wrong ? Even Parkway-life Reit easily beats this. I would avoid such trades.
Cory
2019-0120
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