Latest Posts By pharoah88
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| 16-Apr-2010 12:22 |
Ying Li Intl
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Ying Li
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AccOrding tO SHUN ZI, this is a gOOd pOsitiOning. S$0.580 versus S$0.610 (PLACEMENT to BB) ANALYST TP S$1.18 CHECK the Annual RepOrt Online lOOk at ALL the phOtOs Of YiNG Li's fUtUrE tO 2012 yOu have tO dEcidE On yOur bEt it is STiLL persOnal usE SPARE CASH nOt bOrrOwEd mOney
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| 16-Apr-2010 12:14 |
Chemoil Ene USD
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CHEMOIL
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12:14pm vOlume 3,610,000 SD0.400 UNusual vOlumE this mOrning ?
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| 16-Apr-2010 12:11 |
Ying Li Intl
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Ying Li
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LAST PLACEMENT S$0.610 POSITION S$0.580 WINS |
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| 16-Apr-2010 12:09 |
Ying Li Intl
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Ying Li
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TGiF Thank gOd iTS FRiDAY CHERRIES PiCKiNGS S$0.580 |
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| 16-Apr-2010 12:06 |
Oceanus
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Oceanus
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TGiF Thank gOd iTS FRiDAY CHERRIES PiCKiNGS S$0.390 |
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| 16-Apr-2010 12:00 |
Oceanus
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Oceanus
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 Shun Zi says, "To WIN, One must NEVER lOse" "pOsitiOn Oneself WHERE One WiLL NEVER lOse" |
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| 16-Apr-2010 11:55 |
Chemoil Ene USD
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CHEMOIL
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UNusual vOlumE this mOrning ? nOn-stOp queue tO BUY USD0.380 despite cOntinOus dUmping by sEllErs whO are bUying ? ? ? ? GLENCORE ? ? ? ? |
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| 16-Apr-2010 11:07 |
Chemoil Ene USD
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CHEMOIL
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 OUTSOURCED SERVICES GOOD FRIDAY |
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| 16-Apr-2010 11:06 |
Chemoil Ene USD
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CHEMOIL
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OUTSOURCED SERVICES USD0.380 CHERRIES |
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| 16-Apr-2010 11:04 |
Healthway Med
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healthway, healthy?
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Thursday: 15 APRIL 2010 Evening CNA News D&G Analyst HEALTHWAY MEDICAL TOP PiCK S$0.30
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| 16-Apr-2010 11:01 |
Healthway Med
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healthway, healthy?
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50,000 frOm a directOr is blOOdy jOkE at lEast 5,000,000
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| 16-Apr-2010 10:56 |
Chemoil Ene USD
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CHEMOIL
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Friday: 16 APRIL 2010 10:55am sOme peOplE cOllEctEd 2,302,000 sO far. yEt sOmE peOplE STiLL sEll chEapO ? fOr WHAT ? |
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| 16-Apr-2010 10:28 |
Ying Li Intl
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Ying Li
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do you need to pay brokerages for married deal ?
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| 16-Apr-2010 10:21 |
PacShipTr US$
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PST
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PiCK Up befOre Results annOuncement and PRiCE SURGE USD0.50 |
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| 16-Apr-2010 10:18 |
PacShipTr US$
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PST
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Shipping trusts: 1Q10 results preview Summary: We expect FSL Trust (FSLT) and Pacific Shipping Trust (PST) to release 1Q10 results next week, with Rickmers Maritime [RMT, NOT RATED] following later in the season. Earnings are likely to be fairly stable for the trusts and we expect FSLT to meet its guidance of 1.5 US cents DPU (flat QoQ), while we estimate PST pays out 0.80 US cents (-4% QoQ). The most-watched event this time is likely to be how RMT addresses the maturity of a US$130m loan facility due later this month. Meanwhile, FSLT has yet to deploy the US$28.3m net proceeds from its Sep 2009 placement. We will be keen to get an update on how much closer it is to finding viable acquisition options to employ that cash effectively. PST’s manager has also been talking about acquisitions for a while – we are eager to hear if it believes if conditions are ripe to go a step further down this path. Maintain NEUTRAL view, with PST our preferred play. (Meenal Kumar) |
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| 16-Apr-2010 09:58 |
COSCO SHP SG
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CoscoCorp
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TGiF EffEct Thank gOd it's Friday dOn't bE fOOlEd |
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| 16-Apr-2010 09:55 |
COSCO SHP SG
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CoscoCorp
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| 16-Apr-2010 09:53 |
COSCO SHP SG
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CoscoCorp
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| 16-Apr-2010 09:50 |
COSCO SHP SG
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CoscoCorp
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Sembcorp Marine: Buy S$4.40 , Bloomberg: SMM SP Profiting from sale of CJ70 jackup Price Target : 12-month S$ 5.60 (Prev S$ 5.25) By: Janice CHUA +65 6398 7954 Jeremy THIA +65 6398 7974 · Seadrill exercises option to buy CJ70 jackup from SMM. · This sale estimated to add S$105m to SMM’s bottom line over FY10/11. · FY10/11F raised by 5% and 13%; factoring in sale of jack up and upward revision in Cosco Corp’s earnings. · Maintain BUY, TP raised to $5.60. Seadrill exercises option to acquire SMM’s CJ70 jackup. Seadrill announced that it has exercised its option to buy a CJ70 design jackup rig. This comes just two days after it revealed that it had entered into an option agreement with SMM to buy it. This was contingent on Seadrill’s ability to secure a long term charter for the rig, which has just materialized. The jackup is presently under construction at SMM’s Jurong Shipyard (JSY), with expected delivery date at end 1Q2011. Boost to SMM earnings. To recap, the CJ70 jackup is a high spec, harsh environment jackup rig originally being built for Petroprod, prior to having its newbuilding contract terminated by JSY as milestone payments were not received. As SMM has collected 50% of the initial contract value of US$442m from Petroprod but has not picked up any profits, there is significant upside from this sale. Based on the sale price of US$350m (excludes owner furnished equipment) we estimate this would add c. S$36m and S$69m to SMM’s FY10/11 net profit forecasts. Beneficiary of recovery in Cosco’s earnings. We have also raised Cosco Corp’s net earnings by 6% for 2010 and 44% for 2011, on the back of an expected influx of orders from the offshore sector. YTD, Cosco has secured US$600m worth of contracts from offshore and shipbuilding sectors, reversing the trend of a decline in order book. SMM’s FY10/11 earnings forecasts are hence raised by 5% and 13% to account for the sale of the jackup and SMM’s 30% stake in Cosco Shipyard Group Target price raised to S$5.60. Our SOTP valuation for SMM is raised to $5.60 (prev S$5.25), implying a 16x PE on FY10 earnings. Potential catalysts include 1) new offshore contract wins for SMM, specifically the award of Petrobras’ tenders in 3Q10, 2) new contracts for Cosco Corp, and 3) smooth execution on its shipbuilding order book. |
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| 16-Apr-2010 09:11 |
Chemoil Ene USD
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CHEMOIL
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COUNT DOWN LAST day CASH OFFER LAPSES 16 APRIL 2010 Friday 5:30pm
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