Latest Posts By ozone2002
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13-Sep-2012 09:31 |
IPC Corp
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Solid NTA 27c
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super top vol but price no change..... strange |
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13-Sep-2012 09:16 |
Raffles Edu
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Times to goes up
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Director / Substantial Shareholders’ Transactions CompanySubstantial Shareholder / DirectorFrom (%)To (%) RAFFLES EDUCATION CORP LTD Oei Hong Leong 3.51 4.86 |
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12-Sep-2012 14:38 |
IPC Corp
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Solid NTA 27c
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volume now 5 M done.. something's brewing.. gd luck dyodd |
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12-Sep-2012 14:36 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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reaching 7m soon... now attacking the sell Q @ 40.5 gd luck dyodd.. |
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12-Sep-2012 10:56 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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5+ million transacted as of now.. gd vol.. dyodd..gd luck |
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12-Sep-2012 10:16 |
Viking Offshore
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VIKING OFFSHORE AND MARINE LTD
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Viking Offshore and Marine Ltd 11-Sep-12 Share Buy-Back 20,000 0.1090 |
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12-Sep-2012 10:11 |
Singapore Land
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Sp Land
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up again today.. 6.75 |
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12-Sep-2012 09:46 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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40.5.. looking gd.. gd luck dyodd.. :) cheapest O& G services play as quoted by DBS... |
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11-Sep-2012 16:50 |
Singapore Land
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Sp Land
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6.63...privatization in the works as per what Kim Eng suggested.. unlocking Sing land's value |
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11-Sep-2012 16:23 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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slow and steady wins the race.. 40.5 highest.. 9 m done as of now.. gd luck dyodd.. fast and furious kanna heart attack! :) |
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11-Sep-2012 10:57 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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civmec up 2% today.. ausgrp..still stagnant.. |
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11-Sep-2012 10:32 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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10-Sep-2012 15:10 |
IPC Corp
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Solid NTA 27c
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IPC consolidation continues with the Bollinger bands tightening signalling a squeeze leading to a breakout.. upwards if can break above 154 downwards if break below 147.. gd luck dyodd |
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10-Sep-2012 13:22 |
Viking Offshore
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VIKING OFFSHORE AND MARINE LTD
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Viking Offshore and Marine Ltd 07-Sep-12 Share Buy-Back 50,000 0.1090 |
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07-Sep-2012 16:56 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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Turned around and still cheap • Amongst the cheapest O& G plays at 5x FY13F PE• backlog potential upside from A$593m in the pipeline FY13F to grow 28%, backed by A$324m order• Offers 30% potential return to fair value of S$0.50The Business Leading engineering and construction services provider to the mining and O& G industries in Western Australia. AusGroup fabricates, constructs and installs structural steelwork and processing equipment for the oil and gas (55% of FY12 sales) and mining (45%) industries. Post installation, the firm also provides asset maintenance services such as painting, insulation and scaffolding. AusGroup’s key competitive advantage over peers is its comprehensive suite of maintenance services. Rising orderbook and margin improvement keep profits growing. A rebound in its orderbook since 2HFY11 has led to more consistent topline growth in the last two years. More importantly, the change in focus on bottomline has resulted in steadily improving margins over the last seven quarters. Based on an existing order backlog of A$324m with another A$593m worth of contracts in bidding stages and more new wins expected, we project FY13F earnings to grow 28% supported by margin improvement through better cost and project management. The Stock Valuing AusGroup at S$0.50 per share. This implies 30% upside from the current price. Our fair value is based on 8x FY13F earnings. This valuation peg is at a 20% discount to sector average of 10x, given that AusGroup is much smaller in size. New contract wins to provide upside. AusGroup is well positioned to benefit from the strong development of natural resources (eg.LNG) in Australia and SEA as well as small-scale expansion/upgrading work in the mining industries (iron ore). We believe stronger than expected contract wins and consistent earnings delivery are key catalysts for a stock re-rating. Key risk. Earnings would take a hit if the company encounters cost overruns or delays / difficulty in recovering claims for variation / additional work done beyond the contracts. Contract wins could be affected by slowing mining boom in Australia although AusGroup
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07-Sep-2012 15:51 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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DBS also kiasu.. price its TP @ 20% discount to sector average.. means there's more upside potential if ausgrp's valuation is in line with the sector average.. anyway DBS already reported this counter is the LOWEST valuation O& G  play.. buy cheap n good.. not expensive and gd.. gd luck :) dyodd |
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07-Sep-2012 15:16 |
Viking Offshore
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VIKING OFFSHORE AND MARINE LTD
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regular buy back again.. Viking Offshore and Marine Ltd 06-Sep-12 Share Buy-Back 190,000 0.1080 |
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07-Sep-2012 15:14 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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DBS highlighted this counter.. looks set for more upside.. gd luck dyodd   Ausgroup – Turned around yet still attractive, potential
We also take this opportunity to spotlight a new name
Ausgroup, under the Equity Explorer format. The company
should enjoy a rising order book while margin improvement
keeps profit growing. We project a FY13F earnings growth
of 28%. Ausgroup is amongst the lowest valuation O& G
plays at 5x FY13F PE. We see a potential target of 50cts
based on 8x forward earnings that is 20% discount to
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07-Sep-2012 09:42 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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top vol today.. 395.. testing 40c resistance.. gd aussie jobs figures..civmec also rally |
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06-Sep-2012 16:42 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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shake out the weak holders.. jump from the intraday low of 37.5 to 38.5 gd luck dyodd |
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