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08-Oct-2012 17:01

Mencast / Cornerstone investor GAY CHEE YONG in mencast

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this baby bucked the downtrend for the overall market today..

KIV this gem..

gd luck dyodd

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08-Oct-2012 16:41

Straits Times Index / STI to cross 3000 boosted by long-term investors

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fine performance by STI ..down 1% and HSI down close to 0.9%..

causing my put warrants (PW) to rally :)

gd luck dyodd..

ozone2002 ( Date: 08-Oct-2012 11:07) Posted:

hope this will be the 1st of many drops..

gd luck dyodd

ozone2002 ( Date: 03-Oct-2012 10:35) Posted:

I'm loaded up with HSI PW, waiting for the impending drop..

don't cost me much ..but if i get it right and it drops significantly, i can get

huge returns..why not :)

gd luck dyod

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08-Oct-2012 11:07

Straits Times Index / STI to cross 3000 boosted by long-term investors

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hope this will be the 1st of many drops..

gd luck dyodd

ozone2002 ( Date: 03-Oct-2012 10:35) Posted:

I'm loaded up with HSI PW, waiting for the impending drop..

don't cost me much ..but if i get it right and it drops significantly, i can get

huge returns..why not :)

gd luck dyodd

yabbest ( Date: 02-Oct-2012 09:51) Posted:

you are right, you are an expert

my advice stay away from big caps, small mid caps selected counters still in play till music stop...dont get caught carry babies

all the best to all!


ozone2002 Supreme	Posted: 02-Oct-2012 09:45
x 0 x 0	before a crash happens, things must rise.. gd luck dyodd..

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08-Oct-2012 10:05

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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company buyback continues.. no buying interests from the market yet..

something is definitely up... gd luck dyodd

Viking Offshore and Marine Ltd 05-Oct-12 Share Buy-Back 25,000 0.1130

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08-Oct-2012 09:18

SinoGrandnes / Sino Grandness - a growth stock with low PE

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46.5 little buying interest

monitor further..

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05-Oct-2012 11:23

Seatrium / Sembmarine

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Rush of orders before year-end

Sembmarine’s latest Letter of Intent from Prosafe for a semi-sub accommodation rig (estimatedat US$295m) has reinforcedour conviction that this cycle willbe dominated by a more diversified mix of vessels with higher contract values.

Non-Brazilian orders are catching up towards year-end, potentially lifting itsYTD ordersto about S$9.5bn. Maintain Outperform and EPS estimates. Our target price is still based on 18x CY13 P/E (+1SD from 5-year mean). Stronger-than-expected margins and high oil prices should continue to catalyse the stock, in our view.

What Happened

Sembmarine has signed an LOIwith a repeat customer, Norwegian-based Prosafe AS,for the construction of a semi-submersible accommodation rig. The rig will have the same design as Safe Boreas,being built atJurong Shipyard. Delivery is expected in 2Q14. In addition, Sembmarine has granted two options for further newbuilds, bringingto three thenumber ofoutstanding options it has with Prosafe. The two can be designed for either Norwegian Continental Shelf or worldwide operations.

What We Think

This LOI is one of two options granted by Sembmarine to Prosafe in Dec11, along with the

To stay competitive against the Koreans in the drilling rigmarket, Singapore yards have been broadeningtheir product mixesto cover harsh-environment products that command higher values. These rangefrom accommodation rigs (US$290m-300m) to heavy-duty and high-spec jack-ups (from US$450m) and FPSO topside fabrication and integration. The latest contracts from Petrobras amounted to US$674m forSMM and US$950m forKeppel.SafeBoreascontract at US$291.6m. We estimate that the value of thefinal contract could be in asimilar range. This could bring Sembmarine’s YTD ordersto S$9.5bn (Petrobras: S$6.9bn, non-Petrobras: S$2.7bn), in line with our S$10bn expectation.

What You Should Do

Stay invested as its order pipeline remains strong. SomeUS$6bn of orders could be awarded to Sembmarine from now till 2013, in our estimation.

CIMB Analyst

Lim Siew Khee

T(65) 62108664

Esiewkhee.lim@cimb.com

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05-Oct-2012 10:26

SinoGrandnes / Sino Grandness - a growth stock with low PE

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4x PE.. any lower is a super duper value buy..

of course must consider the risks that Sino Grandness undertook in its CB

but if listings do go on well, this stock will propel much much higher!

gd luck dyodd

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05-Oct-2012 10:10

SinoGrandnes / Sino Grandness - a growth stock with low PE

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low trading activity..

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04-Oct-2012 17:00

SinoGrandnes / Sino Grandness - a growth stock with low PE

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SINO GRANDNESS, PALM OIL stocks : What analysts now say...

Wednesday, 03 October 2012 12:05

Excerpts from latest analyst reports.....

UOB Kay Hian pegs 64-cent target for SINO GRANDNESS

Sino Grandness has completed a Rmb270m issue of convertible bonds to Goldman Sachs and its co-investor. This is to fund its beverage business for eventual spin-off and listing.

Analyst: Brandon Ng, CFA

We re-iterate our BUY recommendation on Sino Grandness Food (SGF) with a target price of S$0.64. This translates into 3.0x 2013F PE, pegged to Singapore-listed peers’ average.

Expect strong revenue and net profit in 2013. We forecast SGF to report revenue of Rmb1911.2m (+24.4% yoy growth) and net profit of Rmb285.3m (+35.9% yoy growth) in 2013.

SGF will be able to enjoy the full economic benefits of the increased production capacity for the beverage business and the expansion of canned food business within the domestic market.

Share Price Catalyst.

• We note the potential upside of S$1.12/share if Garden Fresh obtains approval from an exchange to list assuming a holding company discount of 20% to SGF’s Garden stake and a 3.0x 2014F PE valuation to its remaining business.

• SGF is also able to enjoy a re-rating once the company announces the engagement of any financial advisors for this listing.

Last week, we saw an infrastructure-related stock jump more than 20% the day the company announced the intention to demerge and list its assets in an overseas exchange.

Source: UOBKH, Bloomberg, Sino Grandness

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04-Oct-2012 16:56

SinoGrandnes / Sino Grandness - a growth stock with low PE

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your reason being?

francisd ( Date: 04-Oct-2012 16:25) Posted:

There are many other counters on SGX to put your money.

I want to avoid this stock. Cheers.

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04-Oct-2012 16:22

SinoGrandnes / Sino Grandness - a growth stock with low PE

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47 today

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04-Oct-2012 10:19

Straits Times Index / STI to cross 3000 boosted by long-term investors

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in life you can't please everyone.

have to compromise.

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04-Oct-2012 10:07

Straits Times Index / STI to cross 3000 boosted by long-term investors

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oil fell to $88 last night..

oil is a leading indicator of the world economy..

commodities should fall as well in tandem with crude's drop

gd luck dyodd

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04-Oct-2012 09:58

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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enhancing shareholder value through buybacks

Viking Offshore and Marine 02-Oct-12 Share Buy-Back 100,000 0.1130

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04-Oct-2012 09:35

SinoGrandnes / Sino Grandness - a growth stock with low PE

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high is 50c..

break that .. this baby will fly..

gd luck dyodd..

do not just take my view blindly..

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03-Oct-2012 16:11

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

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support should be @ 54c..since the company went in to buy ~4mil shares at that price

AusGroup (5GJ.SG) returns to the top-volume rolls, bucking sector peers'' declines to rise 0.9% to S$0.54, with around 4.3% of shares traded, after it said it bought back 3.97 million shares at S$0.54 each

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03-Oct-2012 10:35

Straits Times Index / STI to cross 3000 boosted by long-term investors

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I'm loaded up with HSI PW, waiting for the impending drop..

don't cost me much ..but if i get it right and it drops significantly, i can get

huge returns..why not :)

gd luck dyodd

yabbest ( Date: 02-Oct-2012 09:51) Posted:

you are right, you are an expert

my advice stay away from big caps, small mid caps selected counters still in play till music stop...dont get caught carry babies

all the best to all!


ozone2002 Supreme	Posted: 02-Oct-2012 09:45
x 0 x 0	before a crash happens, things must rise.. gd luck dyodd..

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03-Oct-2012 10:16

SinoGrandnes / Sino Grandness - a growth stock with low PE

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this is a super value play..

PE 4x, revenue increase almost 50% every year.

wow!..

this is a gem..

vested 48.. gd luck dyodd

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03-Oct-2012 10:05

SinoGrandnes / Sino Grandness - a growth stock with low PE

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Sino Grandness Food (SFGI SP)
Additional Rmb270m To Fund Beverage Expansion
BUY
Price/ Target
Mkt. Cap/ F. Float
+34.7%
S$0.475/S$0.64
S$126.0m/56%
Fundamental View Technical View
Source: Nextview
The stock is likely to trend higher after forming an interim
base with immediate support at S$0.455. Resistance could
be found at S$0.525 with S$0.60 as the next potential
resistance level.
Financials
Year to 31 Dec
(Rmbm) 2010 2011 2012F 2013F 2014F
Net turnover 645.1 1,019.7 1,536.3 1,911.7 2,200.1
EBITDA 166.2 227.0 309.5 422.7 487.3
Operating profit 155.9 210.5 285.2 392.3 455.6
Net profit 117.2 151.7 210.0 285.3 333.1
EPS (RMB cent) 44.1 56.9 78.9 107.3 125.3
Net margin (%) 18.2 14.9 13.7 14.9 15.1
Dividend yield (%) 1.8 0.0 0.0 0.0 2.6
P/E (X) 5.4 4.2 3.0 2.2 1.9
P/B (X) 1.5 1.1 0.8 0.6 0.5
ROE (%) 27.8 27.2 27.3 27.1 24.0
Source: Sino Grandness, Bloomberg, UOB Kay Hian.
Background
Valuation
•
Food (SGF) with a target price of S$0.64. This translates
into 3.0x 2013F PE, pegged to Singapore-listed peers’
average.We re-iterate our BUY recommendation on Sino Grandness
Investment Highlights
•
bonds (CB) to Goldman Sachs Investments Holdings Asia
Limited and its co-investor. This is to fund its beverage
business for the eventual spin-off and listing in an approved
exchange. With the cash in hand, we expect the group to
speed up the advertising and promotion (A& P) activities and
increase its distribution points. To recap, the beverage
segment has to achieve Rmb140m in net profit for 2012 and
Rmb250m for 2013 within the CBs’ performance target to
obtain minimal dilution. As of 1H12, we estimate the
company had recorded NPAT of Rmb70.6m in the beverage
segment on Rmb392.4m (+120.7% yoy) of sales.SGF has completed the Rmb270m issue of convertible
•
cash cow
revenue. This will be driven by new customers and new
products. Sales of canned products for the domestic market
have expanded tremendously in 1H12 to Rmb53.6m from a
mere Rmb2.8m in 1H11. To cater for more domestic
demand, SGF is looking to distribute bottled cut fruits to
supermarkets such as Walmart and Carrefour.Canned fruits and vegetables business remains as, with a targeted 15-20% growth in annual
•
forecast SGF to report revenue of Rmb1911.2m (+24.4%
yoy growth) and net profit of Rmb285.3m (+35.9% yoy
growth) in 2013. SGF will be able to enjoy the full economic
benefits of the increased production capacity for the
beverage business and the expansion of canned food
business within the domestic market.Expect strong revenue and net profit in 2013. We
Share Price Catalyst
•
Fresh obtains approval from an exchange to list assuming a
holding company discount of 20% to SGF’s Garden stake
and a 3.0x 2014F PE valuation to its remaining business.We note the potential upside of S$1.12/share if Garden
•
announces the engagement of any financial advisors for this
listing. Last week, we saw an infrastructure-related stock
jump more than 20% the day the company announced the
intention to demerge and list its assets in an overseas
exchange.SGF is also able to enjoy a re-rating once the company
Peer Comparison
Company Currency
Price Market
Cap
(m)
PE
FY11
(x)
PB
FY11
(x)
TINGYI HLDG CO HK$ 23.350 130587 40.10 8.02
CHINA HUIYUAN HK$ 2.350 3473 9.13 0.54
WANT WANT CHINA HK$ 9.890 130822 34.85 12.26
UNI-PRESIDENT HK$ 8.920 32107 40.90 3.59
Average 31.24 6.10
YAMADA GREEN RES S$ 0.126 51.78 1.90 0.76
CHINA MINZHONG S$ 0.795 443.16 3.36 0.64
Average
SINO GRANDNESS S$ 2.63 0.700.475 125.96 4.28 1.17
Source: Bloomberg, UOB Kay Hian
Sino Grandness is an integrated manufacturer and
distributor of bottled juices as well as canned fruits and
vegetables. Since its establishment in 1997, the group has
rapidly grown to become one of the leading exporters of
canned asparagus, long beans and mushrooms from China.
The group serves globally renowned customers across
Europe, North America and Asia, such as Lidl, Rewe,
Carrefour, Walmart, Huepeden, Coles and Metro.
In 2010, the group successfully launched its own-branded
bottled juices,
juice and vegetable-fruit juice to target the huge domestic
consumer base in China. As a percentage to group revenue,
sales from the Chinese market have surged from 4.8% in

2008 to 41.9% in 2011 due
to strong sales growth of the

own-branded bottled juices.鲜绿园 (Garden Fresh) comprising mixed-fruit

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03-Oct-2012 09:36

Singapore Land / Sp Land

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SP land 7.09

UIC active again..

gd luck dyodd

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