Proactive
Profit Based Management vs. Value Based Management
What is Proactive Profit
Based Management (PPBM) ?, How it
works in creating, managing,
measuring profit , value ?
Proactive Profit Based Management is the management approach by proactive (
predictive) structural dynamic decision simulators, tracking, forecast
accurately capital market asset prices value,, maximize corporate and customers
profit, share holder risk adjusted profit return.
How PPBM proactive structural dynamic decision simulators ,
measuring,
tracking, forecast month ahead accurately last 20 years global market economy
market forces impact on capital market asset price mechanism
create and managing
up to 1000 % profits in investment, supply chain logistics, marketing strategic
Profit Based Management for US/ China / Taiwan/ Asian 20 Sectors 5000
products achieve sustainable profit , market shares growth in last 20 years.
Why Proactive Profit Based Management ( PPBM ),what is wrong with Value Based
Management ?
Current value based management based on statistical unreliable CAPM ( capital
market asset prices models )dedicated to market to increase products, service
value and sale revenue without proactive decision simulators by following ,
chasing the markets, fail to predict and capitalized the emerging market trend,
resulted price cutting, shrinking profits , trillion dollar financial crisis NPL
market loss and billion dollar supply chain costs.
US/ Global Monetary, economic, fiscal Policy and Oil Prices Impact on 20
Industrial Sectors demand, prices, Corporate Profit Margin Performance rating,
Risks Operations Simulation Analysis
and Investment Strategy
Trillion dollar Industrial Sectors debt, Nonperformance assets Management,
workshops,
OSA maximize
nonperformance debt, equities, property asset performance, value recovery,
pre- warning for future NPL workshops tracking the causes, onset, recovery,
prevent of assets bubble burst reserve your in-house workshops
email wh3928@yahoo.com
Predicted 3 months ahead
last 20 years
global currency, financial crisis 1994-96 and current China macro-economic
control, soft-landing, 2000 US IT bubble bursts, 2001 recession and rate cut,
current rate hikes...
.
Dr.
Warren Huang CV accurately predicted
Nov. 5, 2003 in Singapore ,Shanghai Euroevents conferences , and this website
that US Oil, commodity prices reaching 23 year high, inflation up 5 % in May
2004 job creation, productivity, profit growth peaking out in the second
quarter 2004 Fed June 0.25 % rate hike China credit tightening, follow US rate
hike in summer 2004, China macroeconomic control repeat 1994 will achieve soft
landing Apr. 2005, Global bull markets are over, entering bear market
consolidation.
He also predicted Oct. 1994 to China Wuhan securities news, Wangguo, Kuotai
securities investors, Beijin China Financial Times, China macroeconomic control
will be soft-landing 1996, Shanghai A will be traded between 600- 800 during
1994- 1996 He recommended that China stocks will be very attractive to QFII in
the new Millennium
Global central banks,
economist, financial market , industrial sectors analysts ignoring ,Dr. Huang
photo warning to ECB, JP Morgan in Rome, China
Peoples Bank governor Dai central bank governors conference in Macao, Taiwan
central bank governor Asian Pacific conference Taipei, APEC finance Thailand
prime minister, ASEAN central bank governors conferences in Bangkok, US Fed
governors , Washington Area, NASD finance conferences 1998-2000 on IT asset
bubble bursts
and again
to Euro-events
Singapore
,
Shanghai, Beijin Nov.
2003 Asian/China Finance, Capital Markets conferences lecture
to 2000 QFII, QDII mutual fund managers
and China Economist
annual meeting Dec. 20 and
www.osawh.com
website and
thousands workshops
warning US, global analysts over optimistic economic recovery, job creation,
underestimated on the impact of US dollar depreciation, excessive rate, tax cuts
, 45 trillion dollar housing, equities
wealth effect resulted excessive
consumer, business demand, soaring oil, commodities, metals asset prices bubble
reaching 23 year high in March, soaring China steel, cement, aluminum investment
(over 120 %), coal, energy shortage, China stocks bull market is over, entering
bear market consolidation, with Shanghai A testing 1300-1400, IPO and newly
listed small cap shares plunge 30-50 % , low prices blue chips shares like
Sinopec, Unicom will lead future rebound. US trade deficit soared to 48
billion and inflation, facing credit tightening, rate hikes after May 2004,
profit , productivity growth , consumer confidence, business spending peaking
out, facing squeeze in summer 2004, Job creation peaking out at March
370,000, May 230,000, June 110,000, stock prices peaking out in the third
quarter, facing consolidation. US High tech, finance, housing, retails, auto
share will plunge 30-50 % and trillion dollar loss in bond and stock markets
and trillion dollar profits in oil, commodity futures investments
US inflation rate at 5.1% in May, with consumer spending up 1%, consumer
confidence above 100, more rate hikes are required to cool off the economy.
China and US economic slowdown will drag global economic growth, stocks facing
consolidation.
He lectures Nov.
2003 lectured to Euro-events
Singapore
http://www.euro-events.com/conf/afcm2003/
photos 1,
2,
3
lecture ppt
,
Shanghai, Beijin Nov.
Asian/China finance, capital Markets conferences,
www.euro-events.com/conf/cfcm2003
picture
2
and to
China
economists meeting Fudan University, Shanghai , Dec. over 2000 QFII/QDII
executives,
identify housing, equities wealth effect bubbles month ahead, investment
opportunities in China
petrochemical
upstream/downstream, steel, aluminum, telecommunications ADR , Shanghai A and
Hong Kong H shares, mutual fund up 80 % IPO shares up 150 %
and early warning for asset bubbles
in oil, commodities prices reaching 23 year peak( recommended
invested in future, derivatives gained 5000 %)
in March 2004, will drive China CPI to 5 %, with steel, cement
over-invested 170 % and energy shortage will lead to further credit tightening,
accurately predicted China Peoples bank raise bank reserve ratio 0.5 % to 7.5 %
open market inter-bank rate (Chibor)must stay above 3.% to remove 110 billion
from the capital markets, US CPI to 5.1 %, core inflation to 2.7 % in the
summer , overoptimistic over US economic recovery and job creation,( despite
March strong 300,000 new jobs can not sustainable after June quarter tax rebate
is over and inflation outlook may lead to rate hike after May lead to serious
bond market plunge (US lose 380 billion dollar, China lose 270 billion) housing
bubble repeat 1995 bond market crash and 2000 election bubble and global IT and
blue chips banking shares will peaking out in July facing and correction 2004,
Dow will be traded 9750- 10500, Nasdaq 1750- 2050 , Taiwan index post election
bubble burst from 7200 to 5300- 6000, Henseng 10500- 12500, Nikkei 10000-
12500, China credit tightening continue. Shanghai A 1300- 1450, Shenzhen 3100-
3450, Euro : 1.18- 1.25 , Yen 105- 110, US, Asian and European stocks follow US
stocks rebound in the third quarter 2004 will gave up all this year gain
US 2003- 2004 repeat 1998- 2000 asset bubbles OSA : ( right master hands OSA)
Dr. Huang predicted Nov. 2003 to 1000 global fund managers in Singapore,
Shanghai Euroevents conferences that US and China facing rate hike after May
2004:
US 13 rate cuts to 1 % and second tax cuts led to money supply growth of 9 %
productivity and GDP growth 8.4 %, third quarter, consumer spending up
7.9 % business spending up 18 %, retails sales growth 7.6 % Dec 2003 ,east,
west coasts housing prices soared 66 % since 2001, plunging dollar and
excessive consumer demand led to oil, commodity reaching 23 year high oil,
cotton, copper, platinum ,soybean prices doubled, despite CPI up only 1.2 %(
exclude energy and food) , ISM index soared from 39 to 66, consumer confidence
soared to 103 , corporate profit soared 76 % in the final quarter 2003,
investor bullish index higher than 1987 crash, Nasdaq soared 80 %, Dow up 26 %
in 2003. but jobless rate stay at 5.6 %, with 24 millions loss jobs, 117000
job cuts in Jan,2004, despite 112,000 new job added, All the early warning sign
of asset bubbles facing burst, UK, Australia, ECB, Korea and China all raised
rate or tightening credit to deflate the bubbles. US Fed is determined to
create jobs, create 2.4 million jobs to delay action on rate hike , March
370,000 and April 288,000 , May 233,000 new job creation 0.7 % whole sales rise
due to soaring oil, commodity prices (reaching 20 year high) forced Fed to raise
interest rate in and deflate the asset bubbles as its did in the previous
bubble bursts 1998-2000
Optimizing
value chain profit in fighting last 20 years
global/
US/China credit tightening, soaring feedstock cost
for oil, petrochemicals and downstream end
users 20 industrial sectors :housing, construction material, auto, appliances,
IT, metals 5000 products market economy market forces demand,
prices mechanism OSA/ forecast, supporting last 20 years investment, supply
chain logistics strategy (workshops)
Published 14 paper series 1979- 1983 on US Oil & Gas Journal , Hydrocarbon
Processing and 20 English articles, US patents, millions copies published by US
Hydrocarbon Processing,
advanced
control-information system handbook 1991-2003
www.osawh.com/hp2001h.html circulation to 80
countries 1600 multinationals , lectured to American Institute of Chemical Eng.
Diamond Jubilee Meeting, Washington DC, World Congress, Chemicals Eng. Montreal,
Tokyo, Frankfurt, Paris, Prague 46 countries capitals Chemical Eng, OPEC
ministers conferences published thousands Chinese articles o daily newspapers,
economic, finance, industrial economic newspapers , 300,000 import/exporters
100 countries currencies, export pricing in Taiwan, China.
Manufacturing Process Operations Improvement and Power
plant integrated Strategic SRM/ERP/SCM/CRM /Logistics Operations Improvement
for cost/quality performances: de-bottleneck, waste/energy minimization,
maximize top grade products yields, minimize off grade loss,
power blackout
early warning.
Complete
in-depth strategic OSA for your suppliers, manufacturing process, your
customers, end-users and your competitors,
Oil, gas,
refining
Olefin/polyolefins
styrene, derivatives
fibers/
plastics
pulp/paper IT
upstream/ downstream
Power Plant Optimization
housing, auto,
appliance
US 1998- 2000 asset
bubble burst OSA:
US Fed 3 interest rate cut in 1998 winter boosted money supply from 7 % to 10.5
%, pushed Dow Jones index from 7200 to to 11300, Nasdaq from 1600 to 3400 , GNP
to 6.2 % at 1.6 & low inflation due to falling commodity and oil prices.
However, 1999 winter excessive money supply for Y2K resulted US all time high
stock prices and soaring Asian stock prices and demand boosted consumer and
business spending pushed oil prices more than tripled caused US inflation up
3.6 % (exceeding the target 2 %) ,industrial sector sales, profits growths,
industrial sector sales, profits growth at 35 % and 27 % for first quarter
2000, consumer spending increased 8.3 % lead to 27 % ,industrial sector sales,
profits growth up 22 % and serious labor shortage lead to Greenspan 6 interest
rate hike, to cool down the wealth effect on the US asset bubble bursting
resulted consumer spending decline from 8 % to -1.8 % in 911, 2001, business
spending from 20 % to- 16 % resulted and sales, earning growth decline 56 % in
third , final quarter 2001,
US Fed 11 rate cut and trillion dollar tax cuts boosted consumer spending to 6 %
in final quarter 2001 and 3.5 % in first quarter 2002,pushed demand up and,
prices. Oil prices soared from 16 to 28 in the first quarter 2002, and
stabilized at 25-28 in the second quarter, despite consumers spending drifted
down to 1. 9 %, GDP only 1.1 %
US Fed Monetary Policy on US
Dow Jones, Nasdaq S&P stock index, bond yield:
US soaring Stocks, Housing prices, low unemployment, fueling consumer and
business demand, and Dr. Huang this website warning that early 2000 , US Dow
Jones index will test 9600, Nasdaq will plunged from 5100 to test 2800-3000
support, with high flier IPO, internet, IC, Biotech stocks crash plunge more
than 50-95 %, US economic growth will be slowdown to 2 % in the third
quarter2000. He also predicted July 2001 on this site that Dow, were
overpriced will retreat to 9000 ,Nasdaq wil crash, plunged to retest 1200-1300
when corporate earning decline 55 %, Dr. Huang's OSA simulation accurately
predicted to 24 global central bank governors, financial risks management
conference since 1999 and in Aug. 2000 that US will facing recession threat
due to 6 rate hike since 1999 and wages increase 4.5 % drag consumer consumer
confidence to plunge to 92, NAPM plunged to 41 in to recession and wholesale
prices, unemployment rate up to 4.5 %, GDP down to 1 %
Dr. Huang warned in March that Dow speculating on further rate cut ,
technical rebound to 11000 are overpriced in 2002, correction to below retest
8200 , old economics stocks, finance, oil, retails stocks ready for 30-50 %
correction, prices compression is imminent As Nasdaq entering final stage
corrections and consolidation in 1200- 1350
30 yr. bond yield will be traded 5.2-5.6 %, Junk bond yield up to 14 % to 60 %
( Argintina )
US stock prices interest rate impact on consumer and business spending.
The soaring stock prices further fueling properties prices, labor cost and
consumer, to 8.3 % , business spending up 25 % new high, US inflation already
over3.6 % in 2000.
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