Silent All These Years

Much thoughts running in the head and some words penned these past two days, having being spooked by a frightening article read elsewhere. Too close for comfort.

At least there were the markets to take the mind off dark thoughts. The more than 12% collapse in the Nikkei over two days was breathtaking to behold. But the pummeling I received from the Ags (Corn, Wheat, Soybean) was the thing that really knocked the breath out of me. Should have taken my own advice and not dabble in the softs/ags markets I have no business to be in.
That’s it. Have already been on a low-carb diet for a long time now anyway; this time, I am cutting out all starches/carbs, especially corn and wheat from my diet. Am so disgusted with myself I am even contemplating swearing off my favourite soyabean milk. Its supposedly not good for me anyway, cramping my testosterone and natural HGH levels. Gotta man up.
But here’s a little multi-tangented draft I intended to post a long time ago, and recently got reminded of again, while reading something amusing about the kind of girl one should be dating.

Said this here a while ago:陳珊妮-sandee-chan-smart-women-and-leaving-on-a-jet-plane/

Of course, Sandee Chan, Xia Yu, Cheer Chen and several other luminiscent ladies mentioned on this site, are all very smart women.

The attraction to such smart women is understandable. Their talent and brilliance give them an effervescent glow that melts away hearts and captures souls…

But as another smart lady had retorted before:

So you found a girl who thinks really deep thoughts.
What’s so amazing about really deep thoughts.
Boy you best pray I bleed real soon…
How’s that thought for you?

–Tori Amos, Silent All These Years

(more on this song later too)

Am slightly chastened by Tori…
But I guess smart ladies will always light my fire.

Tori Amos was a teenage goddess of mine. An Athena, Aphrodite and Rhiannon all in one. Was captivated and awed by her brilliance, beauty, delphic inspiration, and irreverent style.

And so, after more than 3 years late, here is the song.

Tori Amos – Silent All These Years (From “Live At Montreux 91/92”):

“Silent All These Years”

Excuse me but can I be you for a while
My dog won’t bite if you sit real still
I got the anti-Christ in the kitchen yellin’ at me again
Yeah I can hear that
Been saved again by the garbage truck
I got something to say you know
But nothing comes
Yes I know what you think of me
You never shut-up
Yeah I can hear that

But what if I’m a mermaid
In these jeans of his
With her name still on it
Hey but I don’t care
Cause sometimes
I said sometimes
I hear my voice
And it’s been here
Silent All These Years

So you found a girl
Who thinks really deep thougts
What’s so amazing about really deep thoughts
Boy you best praya that I bleed real soon
How’s that thought for you
My scream got lost in a paper cup
You think there’s a heaven
Where some screams have gone
I got 25 bucks and a cracker
Do you think it’s enough
To get us there

Cause what if I’m a mermaid
In these jeans of his
With her name still on it
Hey but I don’t care
Cause sometimes
I said sometimes
I hear my voice
And it’s been here
Silent All These…

Years go by
Will I still be waiting
For somebody else to understand
Years go by
If I’m stripped of my beauty
And the orange clouds
Raining in head
Years go by
Will I choke on my tears
Till finally there is nothing left
One more casualty
You know we’re too easy Easy Easy

Well I love the way we communicate
Your eyes focus on my funny lip shape
Let’s hear what you think of me now
But baby don’t look up
The sky is falling
Your mother shows up in a nasty dress
It’s your turn now to stand where I stand
Everybody lookin’ at you here
Take hold of my hand
Yeah I can hear them

But what if I’m a mermaid
In these jeans of his
With her name still on it
Hey but I don’t care
Cause sometimes
I said sometimes
I hear my voice [x3]

And it’s been here
Silent All These Years
I’ve been here
Silent All These Years

[but now I remember I had wanted to save this song for a post on a comparison between Tori Amos’s original version, and the very competent cover version by Faye Wong/Lin Xi mentioned here, 冷戰 Cold War]

王菲 – 冷戰 Faye Wong – Cold War (live 1994):

Fantastic interpretation by Faye Wong of Lin Xi’s lyrics (which does not lose out to the brilliance of the original by Tori Amos). This cover version stands tall ably on its own. And this was the song which made me take notice of Lin Xi’s genius then.


Bloomberg Chat, Thomson Reuters, Markit, and Temasek

Connecting two seemingly separate pieces of news: Thomson Reuters and Markit with their collaboration to launch the so-called “Open Federated Chat” instant messaging system to compete with the recently scandalized Bloomberg Chat; and Temasek’s acquisition of a 10% stake in Markit.

Why Thomson Reuters doesn’t stand much chance of displacing Bloomberg’s chat service

Bloomberg terminals have become pretty much indispensable to investors, and one of the key reasons, besides their news and data, is their private chat feature, where much of Wall Street’s conversation happens. Since the company’s journalists were caught peeking at data about users’ activities, the users have somewhat lost trust in that privacy. But is that enough to pave the way for a new player?

Financial-data firms Thomson Reuters and Markit—with some support from Goldman Sachs, Deutsche Bank, and maybe JP Morgan—certainly think so (paywall). They’re reportedly launching a venture called Open Federated Chat to compete with Bloomberg’s chat. But the new service will have a lot to live up to.

“They know that they can’t match the data side,” said the source, who had access to data on Reuters’ Messenger but spoke to Quartz on condition of anonymity. “But Reuters is much stronger in Europe and Asia [relative to its performance in the US], where the Bloomberg terminal hasn’t had as much penetration. Reuters Messenger is really popular there.” The existing technology is expected to serve as a jumping-off point for Open Federated Chat; the main difference seems to be that the new service will have the backing of Markit and major banks.

Thomson Reuters gives Messenger to Wall Street users free of charge, both as a standalone platform that synchronizes with chat networks like AOL and Yahoo, and as part of Reuters’ Eikon terminal interface. It offers more features than Bloomberg’s chat service, particularly in its chat rooms. The most recent of these, launched in January of this year, was the Global Markets Forum, which is run by a handful of Reuters editorial staff. Like the existing Global Oil Forum and Global Ags Forum, it encourages users to banter about the markets. Big-name economists and investors like Société Générale’s Kit Juckes and HSBC’s Steven Major are invited on to stimulate the discussion. Other chat rooms are locked to journalists.

Like Messenger, Open Federated Chat’s key advantage is that it won’t have to be attached to an expensive terminal. “I don’t think [OFC] will kill the Bloomberg terminal dominance, but it could lead to more sharing of machines by adjacent subscribers,” a former banker and current Bloomberg user who goes by IvantheK told us in an email. In other words, if employees who have Bloomberg terminals can chat securely to those who don’t, financial firms may not feel the need pay a $20,000-a-year Bloomberg subscription for each employee.

Although firms already have that option if they use Messenger, Reuters is evidently hoping that the scandal around Bloomberg will convince more of them to adopt OFC. A spokeswoman for Reuters said that Messenger’s “open philosophy on bringing the marketplace together” would make it attractive if a number of banks decided to adopt the technology en masse, though she wouldn’t confirm reports on the new OFC service or banks’ interest in it.

And while I can’t really comment on the fair valuation of Temasek’s USD500m purchase of a 10% stake in Markit, since the company is privately held, I am cautiously optimistic this is one of Tem’s smarter trades in recent years (admittedly the bar for this isn’t set very high, considering their embarrassing top-ticked purchases of US banks in 2007/08). Have always thought that the best way to gain some positive exposure to the exponential growth of the trillion-dollar OTC derivatives industry without actually having to take a position and buy/sell a CDS, is to be long the one company which is at the centre of the action, the data provider itself, Markit.

Temasek to take $500m stake in Markit

Temasek, Singapore’s sovereign wealth fund, is poised to take a stake worth around $500m in Markit, the UK data provider that has become an influential force in financial markets in recent years.

The fund is in advanced talks to acquire the stake, two people familiar with the matter said, as the London-based company examines its options for growth in coming years. The percentage of Markit’s equity Temasek will acquire has not been disclosed.

Markit has expanded rapidly since it was founded in 2001, building a dominant franchise in providing data on prices and valuations of privately-traded credit derivatives. It has since expanded into a sprawling empire encompassing data valuation, back-office operations and financial services. Private trading in Markit shares last year valued the company at $4.5bn.

Its data was instrumental in spurring the development of the market for credit default swaps – tradeable financial instruments that allow investors to bet on the likelihood of debt default or hedge against such risk. The gross amount of CDS outstanding is now $27tn, many of which are based and daily valued on prices supplied by Markit.

Markit is eyeing opportunities created by reforms such as the Dodd-Frank act in the US, which requires greater processing of so-called over-the-counter trades through clearing houses and are forcing banks, asset managers and hedge funds to spend money on tracking risk.

It offers valuation for banks to assess whether they meet Basel capital requirements and sells technology that connects banks and asset managers to clearing houses that process OTC derivatives.

In recent days Markit has been examining its strategic options, including a potential initial public offering, and last week it ran a beauty parade for investment banks.
“Every year we look carefully at all options available to the company,” Lance Uggla, chief executive of Markit, told the Financial Times. However, he added: “We have not made any decision to pursue a public listing.”

Markit is owned by a group of banks, asset managers, brokers and its management, although no one party owns more than 15 per cent of the stock. However in January 2010, General Atlantic Partners invested $250m for a 7.5 per cent stake, valuing the group at about $3bn.

The stake that Temasek is expected to take will reduce the banks’ stake to a minority shareholding, one person familiar with the matter said.

That will help Markit “broaden its governance and reduce conflicts” at a time when it is looking to expand.

Temasek declined to comment.

Markit has a growing association with Singapore, where it opened an office in 2005. Last year it launched a bond pricing service for the Singapore dollar bond market.

Antitrust officials in Brussels are investigating whether the Markit played a role in helping some investment banks shut rivals out of establishing credit derivatives trading platforms.

As for Thomson Reuters Messenger, I don’t recall having a chance to use it at my old firm during the trial period when we were trying out the Reuters Xtra terminal. But Bloomberg Chat was of course the main interface we used to communicate with our prime broker and secondary brokers. Since the firm-fund was a long/short fund, most trading positions were structured consisting of at least two, usually more, legs or components, long and short. So our trade orders to our brokers were not just for a single security, but come in at least a pair of orders, revolving around the all important price ratio (eg: Say a simple cross-border long/short trade on semi-cons favouring the taiwanese: long TSMC/short Hynix. Current prices are USD18.89 and KRW31450 respectively, giving a price ratio of ~0.6, ignoring the currency units and dropping some redundant zeroes to use the big number/handle. I would give a trade order to our broker by telling them to work an order for the two stocks with the price ratio limit of 0.59 or better, meaning they would try to buy for me TSMC at about 18.70 or lower, and short Hynix at about 32000 or higher, or even at other prices as long as my ratio limit of <0.59 is kept to). As I was the main analyst/trader placing and monitoring the trade orders to our brokers, I had quite a fair bit of BB chat messages going back and forth with the various brokers to gauge market sentiment for the securities I had trades ongoing, check on my order fills and to revise/widen/narrow my price ratio limits as need be or even to call in a hasty flattening to unwind and take us out of a position.

We knew BB could track our messages on their system, and at times we tried to use only email and the phone to place our trades, for better security and accountability. But nothing beats BB chat for the speed, convenience and flexibility, since everyone was on it real-time. I guess even in the scummy world of finance and trading, there was still an 'honor code' in which we expected, if not the integrity-free traders and brokers, then at least a supposedly neutral data provider like Bloomberg, should adhere to.

Summer breeze, blowing through the jasmine in my mind

Decided to take a walk along the beach and coastal park earlier today; an early evening walk, a good time to catch the sunset and glowing golden rays of dusk. Have felt the heat and still heavy air of the past weeks giving way slightly to the first stirrings of southern winds from the sea – the South-west monsoon winds may soon be upon us. Thought it would be perfect if I could catch a little gentle summer breeze on my coastal walk today.

Tempted to go all the way down to the eastern tip of the coastal park, to the tanah merah ferry terminal before turning back, a nice ambling 10 km walk starting from my neighbourhood underpass access to the beach, or about 20 klicks including the return journey. Usually this will take me about 3+ hours on an easy steady pace, and I used to do this several times a week, saving the longer and more arduous 30-40 km route from east coast park to changi beach park and back, for the weekends.

But today being a weekday, and still the ‘middle’ of the trading day (London lunchtime hours are the global ‘midday hours’, or our local early evening hours), I had to be firm and not give in to my rambling wanderlust. Shall turn around at the Bedok Jetty. Okay, maybe a little further to the old PA campsite with its small cove and little quiet strip of sandy beach, and lovely alcove of trees and overhanging branches. Or maybe just a little further… …



Photo from TNP

Summer Breeze – Seals & Croft #1 Hit(1972):

Summer Breeze

See the curtains hangin’ in the window, in the evenin’ on a Friday night.
A little light a-shinin’ through the window, lets me know everything is alright.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.

See the paper layin’ on the sidewalk, a little music from the house next door.
So I walked on up to the doorstep, through the screen and across the floor.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.

Sweet days of summer, the jasmine’s in bloom. July is dressed up and playing her tune.
And I come home from a hard day’s work, and you’re waiting there, not a care in the world.

See the smile a-waitin’ in the kitchen, food cookin’ and the plates for two.
Feel the arms that reach out to hold me, in the evening when the day is through.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.
Summer breeze, makes me feel fine, blowing through the jasmine in my mind.

And I definitely did get a summer breeze tonight…and a whole lot more!

Got lulled into too relaxed a mood by the balmy breeze and easing light and with the above tune blowing through the jaded jasmine in my mind, to keep an eye on the gathering rain clouds forming above and behind me. Was walking due east and enjoying the wind on my back, thinking smugly to myself that the South-west monsoon is indeed upon us, without realizing that crimson and gray storm clouds had been riding and approaching on the same south-west winds behind.

Was a little startled when the first crack and clap of lightning and thunder struck, and I turned around to find large billowing storm clouds and the gray murky sleet of rain stretching from over the south-west seas and approaching the twinkling lights of the cityscape in the distance. In a few quick moments, like a galloping cavalry on the vanguard of a fast approaching army horde throwing up a mighty dust storm, it soon reached and began swallowing up the city, the citylights dimming and blinking out one by one by one…

No way I was going to be able to outrun the wind and rain and make it back before it got to me. Time to find a pavilion and shelter and a nice spot to enjoy the moment and wait out the rain.

One and a half hours later, I’m still at the same shelter and its still raining. Looks like its one of those light but steady drizzle that would just go on and on the whole night. No choice, will have to get wet if I don’t want to miss US opening tonight.

Damn that summer breeze. I got totally summer rain-ed on through and through that wet and limp jasmine of my mind. And I’ve already been nursing a slight head cold this past few days. Sniffles.
The rain only finally let up a little while ago, as I am tapping this out at this early morning hour. Tropical summer weather is really unpredictable.

But even now, I spy with my little eye, red clouds over the dark night sky, and strong whippy winds bending and throwing the trees around outside. I forecast early morning pre-dawn squalls and rain in the next few hours.

Asian Godfathers business shenanigans, again?

Sigh, looks like the Widjaja family and godfather of financial shenanigans is up to something again.

Golden Agri Seen Cheap LBO After Palm Oil Drop

Golden Agri-Resources Ltd. (GGR), the palm oil producer with enough plantations to almost cover the Grand Canyon, is ripe for a buyout by its largest shareholder as the stock languishes 36 percent below the value of its net assets.

Tumbling palm oil prices left the world’s second-largest producer of the cooking ingredient trading at 0.64 times its book value. That’s near the lowest level since 2009 and cheaper than 97 percent of agriculture products companies, according to data compiled by Bloomberg yesterday. Indonesia’s Widjaja family, whose $8.6 billion estimated fortune includes ownership of almost half of Golden Agri, could pay a 50 percent premium for the rest of the stock and still land a bargain, said CMC Markets Singapore Pte.

While palm oil fell 34 percent in the year through last week amid record stockpiles, prices are set to recover as the pace of output slows in Indonesia, the world’s largest producer, said RHB Investment Bank Bhd. Singapore-based Golden Agri, with a S$6.9 billion ($5.6 billion) market value, is projected to rebound to a new revenue high next year, analysts’ estimates compiled by Bloomberg show.

“You could easily foresee an attempt to take the company private,” said Jason Hughes, Singapore-based head of sales trading at CMC Markets. “If we are currently coming out of a low point for global demand, then the true future earnings of these large conglomerates may not be priced in to the current valuations at all.”

Founding Family

Franky Oesman Widjaja, chairman and chief executive officer of Golden Agri, didn’t respond to a request for comment left at his office. A representative for Golden Agri declined in an e- mail to comment on any possible buyout.

The company was founded in 1996 by the family of Indonesia’s richest man, Eka Tjipta Widjaja, now 89, who built his fortune after arriving in Indonesia from China at the age of 7 and selling biscuits as a teenager, according to the Bloomberg Billionaires Index. The family bought more Golden Agri shares last month and their stake in the company is the most valuable of all their assets, which also include interests in pulp and real estate, according to the index.

Golden Agri’s 1.1 million acres (463,400 hectares) of Indonesian plantations could carpet almost all of Arizona’s Grand Canyon National Park. In addition to cooking oil and margarine, Golden Agri last year produced 2.4 million tons of crude palm oil, about 4.5 percent of global output, according to its 2012 annual report.

Bottoming Out?

The price of the world’s most-used cooking oil declined in the past year as reserves in Malaysia reached a record. Stockpiles in the country, the second-largest producer behind Indonesia, have since shrunk, touching a seven-month low of 2.17 million metric tons in March, according to the Malaysian Palm Oil Board. Prices will gain about 25 percent to 2,810 ringgit ($943) a metric ton between now and 2015, according to analysts’ forecasts compiled by Bloomberg.

“We are at the bottom of the cycle both for crude palm oil prices and for stock prices,” Muzhafar Mukhtar, an analyst at Nomura Holdings Inc. in Malaysia, said by phone. A privatization of Golden Agri “makes sense from a valuation standpoint.”

Golden Agri’s revenue, set to fall this year for the first time since 2009, will climb 12 percent in 2014 to a record $6.49 billion, according to the average of 17 analyst estimates compiled by Bloomberg. Net income in 2014 will gain 12 percent to $528 million, the data show.

The almost 30 percent tumble by Golden Agri stock in the past year to as low as 52 Singapore cents on May 2 left the company at its lowest valuation relative to net assets since July 2009, according to data compiled by Bloomberg. At last week’s closing price of 53 Singapore cents, Golden Agri was cheaper than all but two of 60 peers worldwide with a market value of more than $500 million, the data show.

Golden Agri was the fourth most-shorted stock among the 30 members of Singapore’s benchmark Straits Times Index at the end of April, according to data compiled by Markit and Bloomberg. Short interest, as a percentage of shares held by investors willing and able to trade, was 6.2 percent, the data show.

Widjaja Purchases

“Substantial shareholders and business managers may feel they can get a better return on their investment by no longer holding a listed company,” Hughes at CMC Markets said in an e- mail. “They can potentially pick up a bargain in the process.”

The Widjaja Family Master Trust, through Jesslyne Widjaja, the daughter of Golden Agri CEO Franky, acquired 250,000 more shares of Golden Agri on April 22 for S$138,500, or about 55 cents a share, keeping the family’s stake at 49.95 percent, filings show.

Spending Plans

Gold Agri, which had $669 million of cash and equivalents at the end of 2012, plans to spend about $550 million this year to help expand plantations and refining capacity.

With palm oil prices set to rise, the chance to take full control of Golden Agri and run it without having to answer to public shareholders may tempt the Widjaja family, according to Kelly Teoh, a market strategist at IG Asia Pte in Singapore.

The Widjajas are infamous for getting the best end of the deal in any financial transaction, even sticking it to the finance professionals who are supposed to be the ‘masters of the universe’ at ripping off their clients’ interests – the investment bankers themselves.

Remember the Asia Pulp & Paper (APP) bond default scandals?

August 12, 2001

Asia’s Worst Deal

… APP defaulted on its bank loans and bonds. The default triggered what has become one of the biggest investment debacles in the history of modern Corporate Asia. “It could be considered the worst of the largest [defaults],” says Mark Mobius, director of Templeton Asset Management in Singapore, “because it involves so many people and so many different kinds of assets.” While Rothschild bailed out before the collapse, hundreds of other institutional investors and creditors didn’t. They now hold paper worth pennies on the dollar.

As the creditors, auditors, and lawyers pick through the wreckage, disturbing questions emerge. Here was a company that won the confidence of investors by securing the imprimatur of the world’s leading financial firms, including Merrill Lynch, J.P. Morgan, Morgan Stanley, CSFB, and Goldman Sachs, which collectively underwrote billions in APP bonds and equities. Arthur Andersen, the parent company’s auditors since 1994, signed off on its books. APP securities passed muster with regulators in Singapore and Washington. Yet it turns out nobody outside APP really had the full picture of the company’s finances, which included a bewildering variety of debt offerings issued by offshore subsidiaries. Nor did Westerners ever penetrate what was, at heart, a traditional ethnic Chinese family company.

J.P. Morgan, CSFB, Merrill Lynch, Goldman Sachs, and Arthur Andersen all declined to comment for this story. In the end, it will be very difficult to trace the money the banks raised for APP in the six years since its creation. What is known about the cost of APP’s mills, its interest payments, and its reported bank deposits leaves some $3 billion to $4 billion unaccounted for, according to several financial analysts who have crunched the data. APP also lost money in derivatives investments and real estate in the region. There are three audits underway now, but the company has yet to give a full accounting.

At the center of this drama are the Widjajas. Eka Tjipta Widjaja, the 77-year-old Chinese-born patriarch, started out selling dried meat and tea to Indonesian soldiers fighting against Dutch colonial troops in the 1940s. He went into the pulp and paper business in the 1970s, helped by government subsidies for the forest plantations he acquired under former President Suharto. APP is part of the Widjajas’ Sinar Mas Group, which also has vast holdings in banking, real estate, and food processing.

Godfathers are not godfathers if their reach does not extend to the (home) Courts. This one’s does.

Indonesia’s Supreme Court darkens Jakarta’s Year of the Bond


An Asia Pulp & Paper subsidiary escapes US$500 million in debt

I remember being enthralled by all the twists and turns in the APP bond scandal when it broke more than ten years ago. Father especially followed and talked about it constantly, adding in details he learnt and exchanged (gossiped?) with his business peers from the regional commodities industry. That’s when he impressed repeatedly upon me that when going into business with the Asian Godfathers (whether they be from Indon, Msia, Spore, Thai, HK) or investing in their publicly-listed securities or even just in their bond instruments, there is ALWAYS going to be a catch, they are always going to stick one to you.

At the same time, since many of the godfathers are operating essentially rent-seeking businesses courtesy of their political goodwill and largess, you can also make a many-fold return investing along with them, provided it is the right vehicle and right timing. Just go along for the ride.

Guess this was the rationale behind the inclusion of this stock in the passive portfolio. And probably also some nostalgia he felt for his old industry and original family business, that fruity and crusty old oil palm. I just wished he had 见好就收-quit while he was ahead.

I hate having to deal with legacy positions in the long-term passive portfolio. Will have to go ferret out and go through the company’s debt and capital structure now. Seems like the large cash and cash equivalents stockpile the company had accumulated is proving to be too tempting for the Godfather to pass up to use in a leveraged-buy-out grab for the rest of the company…

Sigh, thought my fundamental/company analysis days were supposed to be behind me. Bleah.

(Waiting) By the sea 沿海地带

Have always consciously tried not to reference Stefanie Sun and her songs. Not that I hate her songs, I’m pretty neutral towards most of them, don’t particularly like or dislike them. But with her near-superstardom and pan-Asia dominance of Mandarin pop music previously, I didn’t want national pride to lead to undiscerning blind cheering. Plus the slightly unorthodox spelling of her name and inevitable associations made it too close for comfort. And there are other Sporean singers/musicians I like way better anyway.

But this song of hers really struck a wistful fraying chord then, and I guess was one of those 疗伤-healing yet still-hoping lovesongs that made everything better and worse at the same time.

[Usually don’t like asian music videos shot in exotic foreign locales/cities. But I make exceptions.]

孙燕姿 – 我的爱 Stefanie Sun – My Love:
[Long MV version, like a micromovie 微电影]

以为 只要简单地生活
就能平息了脉搏 却忘了在逃什么
我的爱 明明还在 转身了才明白
该把幸福 找回来
我会在沿海地带 等着潮汐更改 送你回来

I thought, all I needed was to reduce life to its simplest
And I could quieten my pulse and beat, but I forgot what I was running away from
My love, is clearly still here, only after I turned away did I understand
I must get Happiness back
And not leave each other alone with only cherished memories
I will be by the sea, waiting for the changing of the tides, to send you back

Too many long walks trudging along beaches, staring out at the fomenting waves and changing tides, waiting…waiting…for my pulse and beat and chaotic rhythms to quieten and reduce and return to its centered origin.

Only when everything has reduced to nothing, can it spring forth once more
[Short MV version, better song flow, higher quality]

Its hot, hot, HOT! 沒完沒了的夏天 A neverending summer

I know its only the first day of May and a little too early to be calling it summer, and anyway, there really isn’t a summer season on a tropical island in the first place. But these past few days and nights have been asphyxiating-ly hot and muggy – just thinking that the worst of the local ‘summer’ is still ahead (the next 3 months till July at least) and I’m ready to pass out.

Hope this isn’t shaping out to be a neverending summer 沒完沒了的夏天. But since I’ll be sweating it out anyway, may as well do it with some happy tunes and dreams of gorgeous beaches…

沒完沒了 Neverending:

You are in a sun-fevered delirium

李心潔 television drama 『沒完沒了的夏天』 幕後花絮
Angelica Lee | television drama | A Neverending Summer:

God, 李心潔 Angelica Lee is gorgeous… Especially when she talks in her Malaysian-Chinese accent.

She’s a much better actress than she is a singer, of course. Still, I liked some of her songs from way back early in her career, especially the music videos. Lovely.

[keeping to the summer theme]
裙擺搖搖 Swirling Skirt:

Sigh. In this heat and lethargy, just wanna chill and have a blue and white daydream 做一场蓝色白日梦…



我坐在单人的小沙发 刚睡醒就像一只懒猫
打开电视看今天的天气 是一个大太阳的天气
我想去有大树的地方 在树上让微风拥抱我
忘记你也许很不容易 至少我不再依靠你

我穿上我的新球鞋 把公车的窗户打开
我闻到自己的发香 不再眷恋你给我的承诺
让微风带我去天空 做一场蓝色白日梦
白日梦当然没有你 其实我最爱我自己

A Blue and White Daydream

I’m slouched on a single-seat sofa, just woke up like a lazy stretching cat
Turn on the TV to catch the weather news, its gonna be a scorching day
I want to go where there is a big tree, and let the gentle breeze hug me up in the tree
Forgetting you may not be easy, at least I don’t rely on you anymore

I put on my new sneakers, open the window on the bus
I smell the fragrant scent of my own hair, no longer pining for the promise you made me
Let the gentle breeze take me up to the sky, and have a blue and white daydream
The daydream does not include you of course, actually I love myself the most

李心潔 television drama 『沒完沒了的夏天』 Episode 1:


Okay, tomorrow I’m getting me some ice kacang and chendol.