|
Back
 x 0
 x 0
|
49c to 52c already up 6%..
i like good fundamental stocks that get hit by bad market sentiment..
it's like buying a BMW @ toyota prices..how good is that!
gd luck dyodd
|
|
Good Post
Bad Post
|
x 0
x 0
|
this is a gem.. read the financials and Kreuz is looking mighty fine
single digit PE with good growth
gd luck dyod
|
|
Good Post
Bad Post
|
x 0
x 0
|
moving to the 30c range
called out to buy ard 25c.. pls see previous post..
always look for good companies to invest in.. price will always catch up in the stocks true value..
gd luck dyodd
ozone2002 ( Date: 23-Feb-2013 15:05) Posted:
another great company i spotted that's not in the spotlight just yet...
hope to get further gains on this gem..
gd luck dyodd
ozone2002 ( Date: 21-Jan-2013 23:13) Posted:
more MRT lines means more jobs for Yongnam?
looking gd for the long run.. highlighted in CIMB report
anyone in this? |
|
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
still a good company despite its recent news
buy stocks when they are cheap..not when they are expensive..
gd luck dyodd...
|
|
Good Post
Bad Post
|
x 0
x 0
|
steady volume.. looking gd..
gd luck dyodd
|
|
Good Post
Bad Post
|
x 0
x 0
|
From DBS.. they are aggressively pushing this stock.. now 9.07!!
Following our re-assessment of the value of Singapore Land
which led to a consequent upgrade of RNAV and target prices,
our valuation for UIC and UOL have also been raised by up to
10% on upstreaming the positive knock-on impact. UOL owns
79.96% of Singland while UOL in turn holds 43.4% of UIC.
Whilst UOB should also enjoy positive accretion from its
holdings of these companies, directly and indirectly, the impact
is a relatively small 3%, given the significant size of its core
banking business. We have a BUY call on SingLand (TP: S$
9.53) and UOL (TP: S$7.77 (Prev S$ 7.03)) upgraded UIC to
HOLD with a TP of $3.00 (Prev S$ 2.21) and maintain HOLD on
UOB (TP: S$20.10).
We believe there are more potential catalysts in the works. The
key catalyst, in our view, to a realization of the underlying
value of this chain of companies, is if Singland is privatized,
which in turn could mean a removal of the ascribed discount
to Singland’s TP and valuing its assets as directly held
properties at UIC level. In this instance, on a best scenario
basis, this translates to a 35% upside to UIC’s valuation, which
in turn would mean a further 9% boost to UOL’s TP.
Singland’s TP, premised on an average 30% discount to asset
backing of $13.61, implies a further 9% upside from here.
However, we believe this would likely be more a medium to
long term development.
|
|
Good Post
Bad Post
|
x 0
x 0
|
opening looks to be 515..up from support of 49..
gd luck dyodd
ozone2002 ( Date: 13-Mar-2013 10:59) Posted:
techincals
ausgrp in oversold terrority, support at 49c..
downside risks limited, more upside to come
gd luck ..dyodd |
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
follow the big boys..they dump u dump..
gd luck dyodd
waiting for the clouds to clear before entering CMZ again
ozone2002 ( Date: 01-Mar-2013 16:18) Posted:
GIC sold stake in CMZ..
they made fat profits since buying CMZ @ 50+c
signal to take profit
gd luck dyodd |
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
DBS
Lots of hidden value
• Significant hidden value
• Large potential value accretion from MCH
• Upgrade to BUY with TP raised to S$9.53
Deep underlying value.
shares by its major shareholder, UIC, in recent months, renewed
investor interest and realization of the deep embedded value in
the company has prompted us to take a deep-dive look at
Singland. We believe Singland has significant hidden value
through its 53.06% stake in unlisted Marina Centre Holdings
(MCH), in addition to its large portfolio of 2.1msf of directlyowned
centrally located and suburban office space. The group
has also increased its landbank and now has 788,364sf
residential GFA in Singapore, to be developed over the next few
years. We anticipate these growth engines to continue to be
ramped up in the coming years. Increasing accumulation of Singland
MCH carried at below replacement cost.
look at the value of MCH reveals that there is significant hidden
value in its hotels and investment properties at MCH that are not
reflected in current book value. The hotels are carried at cost,
which we believe is below current replacement cost while
valuation of the investment properties is conservative. If marked
to market, this could add 97Scts to our RNAV for Singland to
S$13.61. As one of the largest hotel room owners in the Marina
enclave, with 1,880 hotel rooms or c4+% of total stock, there is
a scarcity value premium that can be attached. Our see-through
Redevelopment provides further room for value accretion.
In addition, there is more value creation through the
redevelopment of the Marina Bayfront office block into an
extension of the Marina Square retail space, to improve the
visibility and frontage of the shopping complex. In addition, the
current 20% valuation disparity between office and retail space
would also mean potential for value optimisation through space
conversion. We believe the makeover is timely and would enable
the group to benefit from the rejuvenation of the Marina area, in
tune with the AEI at Suntec City and completion of South Beach
by 2015. Conservatively, assuming similar valuations for the
additional retail space when completed, we reckon the group
could recognise a further 3Scts to RNAV.
Upgrade to BUY.
adjusted TP of S$9.53, pegged at a 30% discount to RNAV of
S$13.61. Share price is currently trading at a 32% discount to
book NAV and 38% below our RNAV estimate. We believe the
stock continues to offer good value backed by a portfolio of
quality assets. Furthermore, with a lowly geared balance sheet
and strong recurrent cashflow from leasing activities, Singland is
in a good position to maintain a reasonable dividend yield,
currently at 2.4%. The risk to our view for a potential closing of
price gap to RNAV is if the major shareholder does not raise its
stake further or if there is no recognition of the underlying value
of MCH given its unlisted status.
We have raised our call to BUY with an
|
|
Good Post
Bad Post
|
x 0
x 0
|
PROPOSED RENOUNCEABLE AND PARTIALLY UNDERWRITTEN RIGHTS ISSUE OF UP
TO 119,514,466 NEW ORDINARY SHARES OF THE COMPANY WITH WARRANTS
INTRODUCTION
The Board of Directors (the "
The Company has appointed SAC Capital Private Limited ("
It is currently intended that the Rights cum Warrants Issue will be undertaken pursuant to the general share issue mandate granted by Shareholders at the annual general meeting of the Company held on 30 April 2012. Directors" ) of Viking Offshore and Marine Limited (the " Company" ) wishes to announce that the Company is undertaking a renounceable and partially underwritten rights issue (the " Rights cum Warrants Issue" ) of up to 119,514,466 new ordinary shares of the Company (the " Shares" ) with up to 119,514,466 free detachable warrants (the " Warrants" ), on the basis of one (1) Right Share for every five (5) existing Shares held by shareholders of the Company (the " Shareholders" ) as at a books closure date to be determined (the " Books Closure Date" ) and one (1) Warrant for every one (1) Rights Share subscribed. SAC" ) as the manager and underwriter of the Rights cum Warrants Issue.
|
|
Good Post
Bad Post
|
x 0
x 0
|
techincals
ausgrp in oversold terrority, support at 49c..
downside risks limited, more upside to come
gd luck ..dyodd
|
|
Good Post
Bad Post
|
x 0
x 0
|
up 1c to 50c
but many sellers placing their q to sell @ 50c
|
|
Good Post
Bad Post
|
x 0
x 0
|
UOB chart genie triggered!
Time: 2:56PM
Exchange: SGX
Stock: ChinaMinzhong(K2N)
Signal: Support - Broken with High Volume
Last Done: $1.15
|
|
Good Post
Bad Post
|
x 0
x 0
|
time to get in on Japan's recovery, IPC gives good exposure to Japan.. gd luck dyodd
Japan's recession over, recovery eyed By Kyoko Hasegawa | AFP News – 49 minutes agoJapan squeaked out of recession in the last quarter with modest growth that, analysts say, would provide a foundation for a strengthening economy.
The 0.2 percent rise in GDP on an annualised basis in the quarter to December will be welcome news for Prime Minister Shinzo Abe, whose first few months in office have seen renewed optimism over the state of the world's third largest economy.
A preliminary figure of a 0.1 percent contraction between October and December was revised upwards to flat growth on quarter.
Japan's economy had shrunk for two consecutive quarters from April through September as export demand weakened due to financial turmoil in key market Europe, a strong yen and a diplomatic row with China.
Abe's mantra since being swept to power in December has been one of pumping life into a flaccid economy and turning around 15 years of growth-sapping inflation with the premier announcing huge debt-funded spending packages.
The country has seen a mixed bag of economic data lately, with the unemployment rate edging down to 4.2 percent in January and the struggling economy remaining mired in deflation, while industrial output showed a modest rise of 0.1 percent in January from the previous month.
However, the yen has weakened in recent months on expectations that the Japanese central bank under political pressure would adopt an aggressive monetary easing policy, helping make the nation's exporters more competitive and boosting their latest earnings results.
Abe has heaped pressure on the central bank, threatening to change the law guaranteeing its independence if it did not fall into line.
Late last month he nominated Asian Development Bank head Haruhiko Kuroda to take the helm at the Bank of Japan, after Masaaki Shirakawa stepped down early following repeated policy clashes with the premier.
Abe also unveiled a massive spending plan in January that he says will boost flagging GDP by two percentage points and create 600,000 jobs.
Hideki Matsumura, economist at Japan Research Institute, said the GDP figure Friday " confirmed that the Japanese economy has hit bottom and started picking up" .
" Thanks to measures introduced by the Abe administration, Japan is likely to show stronger recovery from now. Nearly all factors are pointing to the positive," he said.
Yasuo Yamamoto, senior economist at Mizuho Research Institute, said the numbers " show that the bottom of the latest recession was probably in November" .
" Looking at the latest trade data, I would say recovery in exports will still be slow in the January-March quarter, so GDP growth in the same quarter would be also modest," he said.
" The question is when the effects from public spending in the government's stimulus package will appear, and I think it will be probably in the April-June quarter," he said.
Together with a positive impact from a weak yen, which should visibly boost demand for Japanese exports from around July, " Japan will be able to achieve a real GDP growth of two percent for fiscal 2013" starting April, Yamamoto said.
Japan logged its worst ever monthly trade deficit of 1.63 trillion yen ($17 billion) in January despite an upturn in exports, as the yen's recent sharp drop pushed fuel costs higher, finance ministry data showed last month.
And the latest ministry data on Friday showed Japan posted a trade deficit of 935.79 billion yen ($9.87 billion) in the first 20 days of February, the gap more than 12 times a 74.49 billion yen deficit in the same period the previous year.
|
|
Good Post
Bad Post
|
x 0
x 0
|
Ausgroup
It has been a while since i attempt a swing trade due to my overwhelming workload. Not sure if it has become rusty or not.
First Target 54-56 and Second Target 62-64 and third target will be above 68 (analyst price is around 73)?
Cut loss slightly below recent low.
Happy Trading.
|
|
Good Post
Bad Post
|
x 0
x 0
|
continue to buy on weakness ... low 50s..below 50s even better
gd luck dyodd..
|
|
Good Post
Bad Post
|
x 0
x 0
|
there were warning signs that based on TA the stock is overbought..
pullback definitely bound to happen..
gd luck ..still a gd stock to grab on weakness.. dyodd
FearValueGreed ( Date: 03-Mar-2013 19:20) Posted:
short term this one will drop.
TA not looking good.
all key substantial holding reducing stake.
doesnt sound good.
Maybe they are luring Indo to launch a bid for takeover by giving them a small bait first |
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
downside limited 49c as opposed to upside of 58c..
gd luck do ur math..dyodd
|
|
Good Post
Bad Post
|
x 0
x 0
|
greatest bull run in history is upon us..
dont b left out ... are u vested? *best commercial line*
Peter_Pan ( Date: 07-Mar-2013 11:11) Posted:
| Soon there will be a great migration of funds from expensive bonds into cheap equities. Properties are not the place to invest your funds in for now. At current properties price level, they are very expensive. Investor who wants to fight inflation will invest in equities because the valuations are very attractive at current levels.
|
|
|
|
Good Post
Bad Post
|
x 0
x 0
|
penny run is over..
evident from the spectacular rise in STI and the sea of red by pennys in the top 20 yesterday
gd luck dyodd
|
|
Good Post
Bad Post
|
|
|
|
