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06-Nov-2012 19:23

SinoGrandnes / Sino Grandness - a growth stock with low PE

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FREAKING excellent results!! HUAT AH!! gd luck dyodd

SINO GRANDNESS 3Q12 NET PROFIT SURGES 89.3% TO RMB84.5M ON
RISING GROSS MARGIN AND STRONG ORDERS FOR OWN-BRANDED
JUICES AND CANNED FRUITS
·
Garden Fresh bottled juices3Q12 beverage segment sales jumped 147.3% to RMB244.2m on strong orders for
·
orders for Grandness canned fruits3Q12 domestic canned products sales surged to RMB31.7m from RMB0.4m on higher
·
canned products and positive shift in product mix3Q12 gross profit margin rose to 39.2% from 34.4% on higher selling prices for
·
channels such as 7-Eleven convenience storesGarden Fresh juice distributors continued expanding network in new locations and new

·

autumn F& B tradeshow in October 2012Received positive responses for own-branded beverage and canned products during

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06-Nov-2012 16:51

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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time to make the 2nd round..

gd luck dyodd :) HUAT AH!

ozone2002 ( Date: 06-Nov-2012 11:14) Posted:

dip is an opportunity to buy..

gd luck dyodd..

ozone2002 ( Date: 02-Nov-2012 13:32) Posted:

good news for ausgrp... price falling doesn't mean the business is no gd..

just that the sentiment of the players are not favourable at the moment..

will accumulate on dip on the fundamental news.. gd luck dyodd

AusGroup has secured fabrication, supply and installation

work with CSBP Limited for the prilling plant upgrade

associated with its ammonium nitrate expansion project. With

this contract award, AusGroup

AU$306m.’s orderbook now stands at

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06-Nov-2012 16:26

Seatrium / Sembmarine

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SINGAPORE - Shares of Sembcorp Marine Ltd plunged as much as 7.7 per cent after the company reported a 48 per cent fall in its third-quarter net profit mainly due to lower revenue recognition for its rig building projects.

Sembcorp reported a net profit of S$115.5 million (US$94.3 million) for its third quarter ended September, down from S$222.5 million a year earlier. Revenue for the quarter fell 31.5 per cent to S$892.4 million.

Sembcorp shares hit as low as S$4.33 on Tuesday, the weakest level since June 12. Nearly 13 million shares changed hands, 3.4 times the average full-day volume over the past 30 days.

" Sembcorp Marine is seeing strong market fundamentals and is hoping to add more work to its existing order book by end of the year. However, intense competition from shipyard with excess capacity in Korea and China are putting pressure on margins," DMG & Partners Securities said in a report.

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06-Nov-2012 13:36

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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more buybacks

Viking Offshore and Marine Ltd 05-Nov-12 Share Buy-Back 33,000 0.1070

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06-Nov-2012 13:35

Keppel / keppel Corp

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Keppel Offshore and Marine, which is part of the Keppel Corp

stable, said that its overseas yards in the Philippines and the

Netherlands have won contracts totalling $160mil. Shares of

Keppel Corp were lifted by a technical rebound off $10.51 in

recent sessions. In the immediate term, there is resistance at

just slightly below $11. by DBS

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06-Nov-2012 11:27

Seatrium / Sembmarine

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hit low of 4.33 now back up 4.4+..

i'm buying on dip.. fundamentals still strong..

gd luck dyodd.. don't follow blindly

from DBS

Lumpy revenue led to volatile
earnings
• 3Q12 below on slow orderbook drawdown
• Lower EBIT margins of 10-13% next year
• FY12/13F cut by 15%/13%
• Maintain BUY, TP trimmed to S$5.20
3Q12 below on slow orderbook drawdown.
fell 48% y-o-y to S$116m, below expectations due to slowerthan-
expected drawdown of orderbook on new projects. Only
one jackup from Noble hit the 20% recognition milestone this
quarter vs. 3 projects in 2Q12, while 3Q11 was boosted by the
recognition of the
contribution weakened to S$12.7m, down 27% due to lower
contributions from Cosco Shipyard Group.3Q12 PATMISonga Eclipse semisub rig. Associates'
EBIT margins continue to improve to 14.1%.
margin improved by 1ppt q-o-q to 14.1% stripping out the
impact of forex losses of S$14.8m from the revaluation of Euro
and USD-denominated assets into the strong SGD, we estimate
3Q EBIT margin to have been a much healthier 15.8%.3Q EBIT
FY12-14F cut by 4%-15%.
15% as we 1) adjust our orderbook recognition schedule, 2)
lower EBIT margins by 0.6-1.4ppt, 3) trim FY12 order wins by
S$0.5bn to S$11.4bn. 4Q12 should be the best quarter for the
year, on expectations of higher margins and sales, which should
be boosted by the initial recognition of its first drillship for Sete
Brazil, while margins will be boosted by the completion of Safin
jackup and GDI jackup which will be completed in 1Q13,
offsetting lower margins from the drillship.We cut FY12-14F earnings by 4-
Maintain BUY, TP trimmed to S$5.20.
trimmed to S$5.20, with its core businesses pegged to 16x
FY13 PE (unchanged). While the stock could come under near
term pressure due to earnings cut on lower margin guidance,
SMM remains a prime beneficiary of the current upcycle for
demand of deepwater, harsh environment rigs. With a net
orderbook of S$12.1bn, buoyed by record FY12 YTD order wins
of S$9.1bn, revenue visibility is strong. However, we believe
margins could be under pressure in the range of 10% to 13%
as new rig designs are affected by the impact of learning curve
in the initial ramp up phase. On a brighter note, higher
shiprepair sales from capacity expansion at the new Tuas yard
will raise the overall blended margins for the group in the long

run.Our SOTP-based TP is

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06-Nov-2012 11:14

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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dip is an opportunity to buy..

gd luck dyodd..

ozone2002 ( Date: 02-Nov-2012 13:32) Posted:

good news for ausgrp... price falling doesn't mean the business is no gd..

just that the sentiment of the players are not favourable at the moment..

will accumulate on dip on the fundamental news.. gd luck dyodd

AusGroup has secured fabrication, supply and installation

work with CSBP Limited for the prilling plant upgrade

associated with its ammonium nitrate expansion project. With

this contract award, AusGroup

AU$306m.’s orderbook now stands at

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06-Nov-2012 11:13

SinoGrandnes / Sino Grandness - a growth stock with low PE

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high 49.5c

50c break is very very near

gd luck dyodd

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06-Nov-2012 09:27

Seatrium / Sembmarine

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from CIMB

Recovery postponed to 2014

Although 3Q12 could be partially masked by a pick-up in 4Q12, the lower margin guidance of 10-13% in 2013, due to learning curve effects for new designs and conservative provision for the Brazilian contracts, could spark earnings cuts and share price downtrend in the near-term.

9M12 net profit came in below expectations at 60% of our and consensus FY12 forecasts from lower-than-expected revenue. Still, we expect a stronger 4Q12 as more projects will reach initial recognition, including the first drillship. We cut our FY12-14 EPS by 6-17%, on lower margins. Downgrade to Neutral, largely on the earnings cut. Our lower target price on a roll over to CY14 is based on mid-cycle O& M valuations of 15x P/E (from 18x).

Qoq margins up but hit by low revenue, forex losses

Although 3Q12 EBIT margin improved to 13.2% (2Q:12.8%), lower rig building revenue (-36% qoq, -52% yoy) and forex loss (S$15m) were the main culprits. Excluding the forex loss, EBIT margins would have been at 15.5%. Management still keeps its FY12 EBIT margin target at 14-15%, with more projects expected to achieve initial recognition in 4Q12 and settlement of a variation order.

10-13% long-term margins

Management has now turned more conservative on its long-term margin target, expecting 10-13% (previously 14-15%). In addition to the lower margins from Brazilian drillships, Sembmarine expects to see learning curve effects for its new product mix. Contracts based on the new designs such as semi-sub accommodation, well intervention rig, and semi-sub design CS60 clinched in 2012, command lower margins (12-13%) vs. repeated normal jack-up orders (15-16%). We believe margin expansion is likely only in 2014, with higher ship repair from new capacity and effects of repeated orders, if any.

More orders to come

Management expects to secure more contracts before end-12. Order book stood at S$12.1bn with YTD win of S$9.1bn. We estimate some US$6bn of orders could be awarded to Sembmarine from now till 2013, catalysing the share.

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06-Nov-2012 09:18

Seatrium / Sembmarine

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waiting to catch it at 4.3 or cheaper..

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06-Nov-2012 09:15

SinoGrandnes / Sino Grandness - a growth stock with low PE

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let's go for 50c and beyond..

looks like i'm the only fella with radiantforce and rayyeo in this ..

1st mover advantage...

gd luck dyodd

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05-Nov-2012 19:46

Seatrium / Sembmarine

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insider trading.. risky i must say

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05-Nov-2012 19:06

Seatrium / Sembmarine

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think before anyone jumps the gun, we should find out why their profits slumped...

SEMBCORP Marine reported Monday sharply lower net profit of S$115.5 million for Q3 2012, down 48 per cent from S$222.5 million a year ago, due to the timing of revenue recognition for its rig building and ship repair projects.

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05-Nov-2012 19:04

Seatrium / Sembmarine

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i wonder how are kep corp results.........

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05-Nov-2012 17:18

SinoGrandnes / Sino Grandness - a growth stock with low PE

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close 49c.. looking gd..

:)

gd luck dyodd.. have to break above 50c to have a sustained rally

ozone2002 ( Date: 05-Nov-2012 12:00) Posted:

48.5 c good!

need to break 50 to move further

gd luck dyodd

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05-Nov-2012 12:00

SinoGrandnes / Sino Grandness - a growth stock with low PE

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48.5 c good!

need to break 50 to move further

gd luck dyodd

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02-Nov-2012 16:41

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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up to 46.5c now.. vol looks better..

gd luck dyodd

ozone2002 ( Date: 02-Nov-2012 13:32) Posted:

good news for ausgrp... price falling doesn't mean the business is no gd..

just that the sentiment of the players are not favourable at the moment..

will accumulate on dip on the fundamental news.. gd luck dyodd

AusGroup has secured fabrication, supply and installation

work with CSBP Limited for the prilling plant upgrade

associated with its ammonium nitrate expansion project. With

this contract award, AusGroup

AU$306m.’s orderbook now stands at

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02-Nov-2012 13:33

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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resumption of buybacks

Viking Offshore and Marine Ltd 01-Nov-12 Share Buy-Back 27,000 0.1090

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02-Nov-2012 13:32

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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good news for ausgrp... price falling doesn't mean the business is no gd..

just that the sentiment of the players are not favourable at the moment..

will accumulate on dip on the fundamental news.. gd luck dyodd

AusGroup has secured fabrication, supply and installation

work with CSBP Limited for the prilling plant upgrade

associated with its ammonium nitrate expansion project. With

this contract award, AusGroup

AU$306m.’s orderbook now stands at

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02-Nov-2012 09:42

SinoGrandnes / Sino Grandness - a growth stock with low PE

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China PMI figures have improved.

China stocks are the worst performing in Asia.

Time for them to catch up..

gd luck dyodd

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