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09-Jan-2013 11:49

Nam Cheong / Nam Cheong

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now 28c more than 20% returns.. very powerful stock

gd luck dyodd

ozone2002 ( Date: 11-Oct-2012 13:40) Posted:

good companies always will have stock price following suit..

just need to spot them..

gd luck dyodd

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09-Jan-2013 11:16

Neptune Orient L Rg / NOL

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tide has turned for this counter..

reversal has occured from the downtrend

analysts reports showing signs of recovery for NOL

prospects looking gd for this

gd luck dyodd

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09-Jan-2013 10:39

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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9 million done.. have not seen this for a while..

definitely some interests there..

penny stocks have been in the spotlight lately..

gd luck dyodd

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09-Jan-2013 09:50

China Minzhong / China Minzhong Food forum

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88.5!

gd luck dyodd

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09-Jan-2013 09:23

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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123.. buying momentum looks fast and furious..

gd luck dyodd

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09-Jan-2013 09:21

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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121.. lets go! gd luck dyodd

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09-Jan-2013 09:06

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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118 and in top vol in the morning..

viking still has stakes in Utdenvirotech..

gd luck dyodd

ozone2002 ( Date: 08-Jan-2013 17:01) Posted:

4 M done today..

hopefully this is a sign of better things to come..

gd luck dyodd

ozone2002 ( Date: 07-Jan-2013 09:53) Posted:

if u check the charts..

quite a fair bit of activity in the volume for Viking over the past few trading days

looks like there will be movement in the coming weeks for this laggard to catch up with the

rise of the overall market..

gd luck dyodd

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08-Jan-2013 17:01

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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4 M done today..

hopefully this is a sign of better things to come..

gd luck dyodd

ozone2002 ( Date: 07-Jan-2013 09:53) Posted:

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07-Jan-2013 12:59

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Theme #3: More legs to O& M (FROM DBS)
Offshore orders were buoyant in 2012, on robust sector
fundamentals. firm rig utilisation and day rates, supported by
improving demand/supply dynamics. We still expect a robust
outlook for oil & gas E& P activities to continue in 2013. The
subsea market is expected to register robust growth in the
future, backed by an increase in the development of oil and
gas fields in deeper waters/harsher environments, coupled with
aging offshore oil and gas infrastructure, which require regular

repair/maintenance, especially on the back of increasingly

stringent requirements on operational safety.

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07-Jan-2013 11:04

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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From DBS

Singapore SMCs (small-mid caps) and the DBSV SMC universe

have both outperformed the FSSTI’s 20% gain in 2012, rising

31% and 39% respectively. But, as SMC’s earnings growth is

projected to outpace large caps at 13% to 9%, we see SMCs

having more legs to run and would continue to beat STI. We

pick stocks with exposure to external markets, and also those

that ride on China’s rebound. O& M interests should also

continue to cascade and centre around smaller caps

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07-Jan-2013 09:53

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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07-Jan-2013 09:50

IPC Corp / Solid NTA 27c

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running again.. vol little low for now

hope can sustain.. gd luck

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07-Jan-2013 09:30

Seatrium / Sembmarine

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oil is $93.. bodes well for rig builders

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07-Jan-2013 09:28

SinoGrandnes / Sino Grandness - a growth stock with low PE

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China markets predicted to fly.. hence china stocks will commence lift off as well

China On Verge Of Historic Bull Run?

Written by Andrew Vanburen (China Correspondent)

Saturday, 05 January 2013 07:40

Guodu Securities says blue chip financial counters like insurers will do more than their fair share of the heavy lifting this year. Photo: PICC

Main reference: Story in Changjiang Commercial Times

CHALK IT UP to chutzpah.

Here are a few arguments for why China’s long-suffering A-shares might be on the verge of a historic bull run.

Part of the confidence comes from a more chipper outlook for China’s all-important manufacturing sector.

The go-to litmus test for factory vitality in the PRC is the PMI, which HSBC just reported stood at 51.5 for the month of December, up from 50.5 the previous month and setting the highest mark since May of 2011.

The UK-based research house said that December’s PMI – the fourth consecutive monthly rise – benefitted from the growth of a whole range of so-called “new industries” as well as the final stage of destocking across a wide swath of sectors.

Yingda Securities Chief Li Daxiao said the higher-than-expected PMI for the final month of 2012 is an unequivocal boost to China’s A-share markets and he sees the possibility of a historic bull run in the making for the PRC’s domestic capital markets.

Post New Year Shakeup

Hong Bo of Guodu Securities said securities firms had recently signed up a growing number of funds to throw their hats into the financial sector, specifically banking and insurance shares, on assumptions of more upbeat earnings performance going forward.

Not only has a better showing by financial institutions of late helped spur on the December A-share market rally, but value investors are getting into the ring as more upside is anticipated for these large-cap firms and their heavy weightings on the benchmark Shanghai Composite Index.

Will China's property sector steer clear of the regulator's crosshairs this year? Photo: Andrew Vanburen

The market finished 2012 strong, and began the pre-New Year one day holiday period on an upswing, with the Index up 5.1% for the final five trading days of the calendar year.

On Wednesday, following the one-day January 1 break, the Index added another 1.61% to finish the day at 2,269, getting the year 2013 off to a flying start.

Hong added that blue chips are still undervalued and underappreciated, overall, and their return to favor with investors will be the main storyline of any near-term recovery in 2013.

Financial sector and real estate shares in particular are likely to do most of the heavy lifting in the expected early-2013 A-share rally, with 2,300 to be the next upside challenge for the benchmark Index.

QianKun Investment believes that the Shanghai Composite still has a lot of ground to make up for after the bearish 2012 period, and the Index is more than up to the task.

The research house said that the first week of the new year will likely see some reorganization as not all sectors and individual counters deserve to be part of the late-2012 run.

It recommended that investors patiently await the anticipated near-term winnowing process to play itself out before jumping headfirst back into the A-share markets.

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04-Jan-2013 16:18

SinoGrandnes / Sino Grandness - a growth stock with low PE

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hit high of 68.5 today #WOW! :)

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04-Jan-2013 13:35

SinoGrandnes / Sino Grandness - a growth stock with low PE

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new high 66.5 gd luck dyodd

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04-Jan-2013 09:27

China Minzhong / China Minzhong Food forum

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steadily climbing 85.. PE only 3x

gd luck dyodd

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03-Jan-2013 17:27

China Minzhong / China Minzhong Food forum

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84.. looking gd

gd luck dyodd

staying vested for the reasons below

ozone2002 ( Date: 27-Dec-2012 17:19) Posted:

Shanghai index has reversed from its long decline

Shanghai is the worst performing index of all Asia indexes.

It has to play catch up with the rest of the regions.

GDP estimated for 2013 is 8%.. which is above 2012 .. definitely has a lot of room to play catch up

For China Minzhong, it's only 3x PE .. i don't think there's a cause for worry.

gd luck dyodd

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02-Jan-2013 10:53

Citic Envirotech / United Envirotech

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Oei hong leong is still in this gem...
Stable flow of recurring income
•
diluted TP of S$0.69Initiate coverage with BUY, +41% to fully
•
income streams gather momentumExpect earnings breakthrough as recurring
•
growth in FY14F/15F, industry averages 13xAttractive at 8x/7xPE for 75%/21% PATMI
•
CB dilution can be potential overhangPotential upside from acquisitions & expansion
> 60% of profits coming from long-term recurring
treatment income.
membrane-based wastewater treatment company, has
been shifting to a stable, recurring and more profitable
earnings profile with the acquisition of operating water
plants in China. By FY14Mar, UENV would have a total
processing capacity of 1.18b m3/day to generate S$25m
or 60% of group PATMI. This treatment income is
recurring for the life of the water concessions (30 yrs).United Envirotech (UENV), a
Key beneficiary of China’s rapid growth in
environmental protection.
UENV should continue to win engineering and
construction (EPC) contracts given the growing demand
for membrane-based water treatment plants in China to
meet stricter discharge limits, which old plants are not
equipped to process. We believe UENV can maintain
~Rmb400m of new EPC orders over the next two years.Besides treatment services,
Earnings CAGR of 46% from FY13F-FY15F.
potential upside from higher utilisation rates. Besides,
we have not incorporated the Phase 2 expansion or
acquisitions.UENV has
BUY, TP S$0.69.
PE for EPC and DCF valuation (8.6% WACC) for
treatment. We have also assumed full dilution of the
S$136.2m convertible bond to Kholberg Kravis Roberts

& Co (KKR).
At A Glance
Issued Capital / Fully Diluted (m shrs) 479 / 793.1
Mkt. Cap (S$m/US$m) 239 / 196
Major Shareholders
Yu Cheng Lin (%) 18.1
Ching Wah Goh (%) 17.8
Oei Hong Leong Peter (%) 17.6
Free Float (%) 46.5

Avg. Daily Vol.(‘000) 1,637Our sum-of-parts TP is based on 10x

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31-Dec-2012 10:12

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Lucky Seven: China Shares Ready To Roar

Written by Andrew Vanburen (China Correspondent)

Monday, 31 December 2012 07:00

Main source: Story in Securities Times

DUE TO favorable new agricultural policy and real-time demand, there are at least seven China-listed counters that are likely to hit the ground running in 2013.

A good part of the newfound optimism stems from the recent announcement from China’s Cabinet – the State Council – that transaction fees for share trading activity will be lowered, along with several other measures that can be considered market friendly for farmers.

Will PRC-based agricultural listcos like Yamada Green, which is listed on the Singapore Exchange, benefit from agri-friendly policies? Photos: Company

Particularly promising for China’s farmers -- and shareholders of agri-centric listcos – is the move that would reduce water and electricity costs for the nation’s food producers.

Shenzhen Agricultural Products Co Ltd (SZA: 000061), a wholesale market play which distributes fresh fruits and vegetables to retailers, is expected to be a major beneficiary of this measure as its suppliers will be able to offer their produce at much lower prices.

The Cabinet announcements also include plans to standardize electricity and water rates for livestock and fruit/vegetable producers so as to give all farmers equal opportunities to make a profit in the open market.

China shares are enjoying a December thaw

This is good news for China’s countless hog husbandries and the dozens of A-share listed firms that depend on pork producing enterprises.

Prices for water, gas, heat and electricity will also be standardized for agricultural wholesalers and traders, as well as power costs for cold storage facilities across the country.

Other industry-friendly measures include reducing sales taxes/surcharges on agricultural product transactions in foodstuff markets, cracking down on predatory lending to food-stall renters, making the agricultural supply and distribution chain more “green,” and eliminating excessive logistics fees that cripple innovation and expansion in the sector.

CNInfo Service Index (SZA: 399320) is likely to see dividends from the standardization campaign, as well as meat and produce transporter China Railway Tielong Container Logistics Co Ltd (SHA: 600125).

Also seen riding the new policy and demand drivers are logistics and trading giants Zhongchu Development Stock Co Ltd (SHA: 600787), Jiangsu Feiliks International Logistics Inc (SZA: 300240), Jiangsu Xinning Modern Logistics Co Ltd (SZA: 300013) and Eternal Asia Supply Chain Management (SZA: 002183).

Foodstuffs are generally grouped with pharmaceuticals as being “recession proof.”

But with China’s economy and A-share markets showing a bit more life of late – alongside the newly announced pro-agriculture policies – these seven listcos are some of the most likely to enter 2013 off and running.

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