Latest Posts By ozone2002
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| 06-Sep-2012 13:24 |
Citic Envirotech
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United Envirotech
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just saw OCBC report..looks like this gem's prospects still looking gd for the years ahead.. their TP is 50c FV |
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| 06-Sep-2012 13:21 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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It’s time to put down the margarita, climb out of the hammock, and perk up. If ever there were a week to end the sleepy calm of an uneventful summer in world markets, it is the one that’s about to hit us. The next six trading days are full of what traders call “event risk,” or what we journalists call “news.” That could break currencies and other markets out of their narrow trading ranges. It will be a week to make money — or to lose it. Here’s what’s on tap: Thursday, Sept. 6: Mario Draghi’s press conference. The president of the European Central Bank will be locked in a room with a hundred or so journalists, each eager to extract details on his plan for the ECB to buy the bonds of troubled European sovereign nations such as Italy and Spain. And in the meeting of the central bank’s governing council that precedes this media event, the ECB’s decision makers might actually vote on the initiative. Over the past month, European bond markets have rallied--along with the euro and various risk-sensitive assets--as Mr. Draghi has dropped hints about the plan. But although on Monday he told European lawmakers that the ECB already has the authority to buy bonds of up to three years duration, the plan doesn’t enjoy unanimous support within or outside the central bank. Jens Weidmann, the president of the powerful Deutsche Bundesbank, is almost openly hostile to it and a German constitutional court ruling next week (see below) could derail the program. The slightest sign that these obstacles have stalled the bond-buying plan, and the euro could lead a lot of “risky” currencies into a nosedive. Friday, Sept. 7: U.S. nonfarm payrolls report. This seminal piece of data will be the last piece of the economic jigsaw before the Federal Reserve Open Market Committee decides on whether to deliver more monetary stimulus. The apparent lack of a consensus on the FOMC (see below) makes for an even more important jobs report than normal. After employers added a surprisingly large 163,000 new jobs in July, the market is looking for an August readout of 125,000. Anything higher and the dollar could rally sharply against most of its counterparts as traders would downgrade expectations for Fed action next week. Wednesday, Sept. 12: German constitutional court ruling. On what will be a nerve-wracking day for euro traders, the highest court in the euro zone’s most important creditor country is due to rule on the constitutionality of the zone’s two bailout vehicles, the temporary European Financial Stability Facility and the permanent European Stability Mechanism. If the constitutional court were to render the EFSF/ESM illegal, it would introduce chaos into the central infrastructure around which the monetary union’s 17 member nations have built their debt crisis resolution strategy. Even if the court granted approval but conditioned it on the German parliament overseeing the funds’ activities, this could add unwanted uncertainty to the process. Mr. Draghi’s plans to buy Italian and Spanish bonds would suffer, because he insists that countries must first seek financing through these bodies before the ECB buys their bonds. Wednesday, Sept. 12: Dutch elections. A victory for the Dutch Socialist Party, which was until recently leading the polls, would upend a German-led coalition of euro-zone countries that favor fiscal austerity as a solution to the region’s troubles. It would add more political uncertainty to the euro crisis. Wednesday, Sept. 12: European bank regulations proposal. On this jam-packed day, the European Commission will release its proposal for bank regulatory reform in which it is expected to push for sweeping oversight of euro-zone banks by the ECB. The problem again is Germany, which wants to retain oversight of its small lenders. Yet another source of intra-euro-zone tension. Thursday, Sept. 13: FOMC’s two-day meeting concludes. Will the Fed launch a third round of “quantitative easing” or not? Fed Chairman Ben Bernanke suggested last week that he would back another round of “QE” bond-buying. But other committee members, including potential swing voter Atlanta Fed President Dennis Lockhart, seem lukewarm to the idea. There could be a disappointment selloff in both stocks and risky currencies if the Fed holds pat, but there’s also |
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| 06-Sep-2012 11:51 |
Viking Offshore
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VIKING OFFSHORE AND MARINE LTD
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some more buy backs from company Viking Offshore and Marine Ltd 05-Sep-12 Share Buy-Back 30,000 0.1090 |
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| 06-Sep-2012 09:23 |
IPC Corp
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Solid NTA 27c
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hit 154.. can it break out and upwards???? |
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| 05-Sep-2012 14:51 |
IPC Corp
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Solid NTA 27c
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IPC INVESTS IN THE FIFTH BUSINESS HOTEL IN JAPAN 31 Aug 2012 The Board of Directors (the “Directors”) of IPC Corporation Ltd (“IPC” or the “Company”) would like to announce that the Company has today entered into an agreement to purchase a business hotel in Kumamoto, Kumamoto Prefecture, Japan. Completion of the purchase and hand-over of the hotel to the Company is by 30 November 2012. The hotel is currently being operated under the name of Chisun Hotel Kumamoto (“Kumamoto Hotel”). The Kumamoto Hotel has 10 storey and 201 guest rooms. The acquisition cost cannot be disclosed as there is a non-disclosure agreement signed with the seller. The purchase is fully funded by internal resources of the Company, in particular from part of the net proceeds of the Rights Issue, which was completed in end July 2012. The Company has engaged Green Hospitality Management (“GHM”), a fully owned subsidiary of Green House, to manage the Kumamoto Hotel on management contract basis. GHM currently operates 11 (eleven) hotels under its management. Kumamoto City is the 20 biggest business centers in the island with a population of around 734,000. It is also a tourist attraction, known for its Kumamoto Castle, and a hub for popular tourist destinations such as Mt. Aso and Amakusa Islands. The transaction shall have a positive contribution to the Company commencing December 2012. The purchase is in line with the Company’s strategy to acquire more income producing assets with the view of having a constant income stream. Including the Kumamoto Hotel, IPC has purchased a total of 5 (five) business hotels in Japan. Save for any interests arising by virtue of their interests in the Company, none of the Company’s Directors has any direct or indirect interest in the transaction. The Directors are not aware of any substantial shareholder having any interest, direct or indirect, in the transaction, and have not received any notification of interest in the transaction from any substantial shareholder. By Order of the Board IPC Corporation Ltd Ngiam Mia Hai Bernard Executive Director
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| 05-Sep-2012 14:11 |
IPC Corp
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Solid NTA 27c
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consolidating for very very long.. today top vol.. wondering if it's the time now to break out from its consolidation.. |
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| 05-Sep-2012 11:43 |
Viking Offshore
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VIKING OFFSHORE AND MARINE LTD
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more buybacks from the company.. Viking Offshore and Marine Ltd 04-Sep-12 Share Buy-Back 30,000 0.1080 Viking Offshore and Marine Ltd 31-Aug-12 Share Buy-Back 50,000 0.1100 |
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| 05-Sep-2012 09:32 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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overall mkt sentiment is down.. so this counter is also affected by sentiment.. however ausgrp business still intact.. only the share price moves in tandem with the overall sentiment |
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| 04-Sep-2012 11:39 |
Nam Cheong
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Nam Cheong
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Nam Cheong wins contracts from Malaysia’s Perdana Petroleum Berhad for the sale of 2 Accommodation Work Barges (AWBs) worth a total of USD59mil. This contract follows close on the heels of vessel sale contracts worth USD43.8mil announced less than two weeks ago and is in line with expectations of a seasonally-stronger contracting season expected in 2H. Nam Cheong's order book has expanded to RM1.06bil, consisting of 17 vessels, implying a book-to-bill ratio of 1.4x. There is no change to our earnings estimates. We look forward to stronger earnings in 2H12, as more vessels are sold and completed during this period. Maintain BUY with TP of S$0.24 for close to 30% projected earnings CAGR over
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| 03-Sep-2012 16:05 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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greed and fear are part and parcel of share movement.. be greedy when others are fearful and fearful when others are greedy gd luck dyodd :) |
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| 03-Sep-2012 16:03 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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China very desperate to prop up the market.. China reopen stock market to trust companies (Bloomberg Finance LP, Aug 31) China will reopen its stock market to trust companies, according to a statement posted in the website of China Securities Depository and Clearing Corporation. China may allow bank WMPs to invest in stock market (CBN, Sep 3) CSRC and CBRC are mulling to allow bank wealth management products to invest in stock market, CBN reported, citing an official from China Securities Depository and Clearing Corporation. CSFC lent Rmb 6.62bn in two trading days (Shanghai Securities, Sep 3) China Securities Finance Corp lent Rmb 6.62bn to brokers in two trading days after the margin refinancing business was launched on Aug 30, reflecting the strong demand in refinancing business, Shanghai Securities reported. |
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| 03-Sep-2012 14:05 |
Seatrium
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Sembmarine
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super power record orderbooks.. fundamentally strong company dyodd gd luck Earnings on recovery mode • Strong visibility from record orderbook• Robust pipeline FY13 order wins raised to S$5bn• FY13 Earnings to bottom in FY12 and poised for recovery from• Maintain BUY, TP S$5.85Major Petrobras orders secured strong visibility from record orderbook. added to its orderbook. Included were the five drillships and the two anticipated FPSO projects for Petrobras. These have set new records for SMM, with FY12 YTD order wins of S$9.1bn exceeding pre-crisis peaks, and its S$12.6bn orderbook translating to a bookto- bill of 2.6x, extending earnings visibility. August was a bumper month for SMM, with S$6.1bnRobust pipeline FY13F order wins raised to S$5bn. back of rising rig day rates and tightening rig capacity, the pipeline for potential orders remains robust. We raise our FY13 order wins assumption to S$5.0bn (prev S$4.0bn) in view of this no change to our FY12 non-Petrobras order wins assumption of S$5bn. In the near term, we see SMM as a key contender for two harsh environment Cat J jackups for Statoil worth > US$1bn. On theEarnings to bottom in FY12 poised for recovery from FY13. We expect earnings to bottom in FY12, before recovering 17% yo- y in FY13F, and 4% in FY14F. The recovery in earnings is expected to commence from 2H12, which forms 61% of our FY12F, buoyed by higher turnover and improved margins. We maintain our FY13F despite raising our order wins assumption as we tweak our orderbook recognition schedule. Growth in FY13/14F is underpinned by higher revenues from orderbook drawdown, and on commencement of higher-margin ship repair contributions from the new yard in FY13, with full year contributions from all 4 drydocks in FY14. Maintain BUY. maintained. We have pegged the valuation of its core businesses to 16x FY13 PE (unchanged), +0.5SD to historical mean. SMM is a prime beneficiary of the current upcycle of deepwater, harsh environment rigs. We see near term catalysts in the form of strong order wins momentum on a robust project pipeline and improving
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| 03-Sep-2012 11:10 |
$ Elektromotive
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LexiconGrp
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Q& A
Q: Venturing into this area (technology-wise) is not new and has been
taken up by many other companies. What differentiates you from the
other companies?
A: We have access to the government with the connections of Prince
Hakeem, which is essential as we need the corporation and support of the
government in order to kick start any projects. Additionally, we connections
with automotive companies and are also the first mover advantage and a
market leader involving in setting the standards for electric vehicle charging.
Q: What differentiates you from ChargeMaster?
A. What distinguishes us would be that firstly, we have a patent on the locking
mechanism and secondly, our software. For the locking mechanism, it is
actually a ledge with RFID technology which provides extra safety.
Additionally, no electric current can go through unless the cord is properly
plugged in (such a safety feature is essential to eliminate the risk of accidental
electrocution). Moreover, we are definitely price competitive.
About Us
• Located in: Elektromotive Ltd The Sussex Innovation Centre, Science
Park Square, Falmer, Brighton, East Sussex, BN1 9SB, UK
• Surf: info@elektromotive.com
Contact: Tel: + 44 (0)1273 704775
Fax: + 44 (0)1273 704499
Source: Company
Financial analysis
FYE Mar 2008 2009 2010 2011
Revenue (SGD m) 5.5 5.5 5.3 5.5
EBITDA (SGD m) (5.0) 1.7 (0.4) (2.1)
EBITDA margins (%) -91.2% 29.8% -8.3% -37.4%
Pretax profit (SGD m) (54.3) (3.4) 5.6 (5.4)
Net profit (SGD m) (42.7) (3.1) 5.6 (5.4)
EPS (SGD cents) (5.1) (0.4) 0.6 (0.5)
EPS growth (%) n.m. n.m. n.m. n.m.
P/E (x) n.m n.m 1.0 n.m
FD EPS (SGD cents)
(5.1)
(0.4) 0.6 (0.5)
FD P/E (x) n.m n.m 1.0 n.m
Gross DPS (SGD cents)
-
- - -
Dividend yield (%) n.m n.m n.m n.m
PBV (x)
1.5
33.1 2.1 6.1
ROE (%)
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306.0% -210.0% 393.6% -274.2%
Net gearing (%) 106.0% 87.2% - -
Net cash per share (SGD cents) - - 0.1 0.1
Source: Bloomberg
Key Takeaways
• Elektromotive, a Company providing electric vehicle charging stations,
Food & Beverage (F& B) and media services kicked off our Corporate
Focus Series lunch talk yesterday. The Company is in the midst of phasing
out the (F& B) division, with one lease left before complete termination of
F& B. There will be minimal losses involved in 2HFY12 as Elektromotive
managed to terminate the leases early. Publishing division remains for
media purposes such as media coverage. 2H12 results are unlikely to
excite as the company transitions to focus on its electric vehicles (EV)-
related business.
• Look forward to FY13 results which will show the potential of its EV
charging business. Four key catalysts that ignite interest in this stock are:
1) any announcement of a tie-up with automotive makers, 2)
announcement with back-end players in the EV charging business 3)
announcement with power supply companies that provide the electricity
necessary for charging such vehicles, and 4) successful IPO exercise by
its competitor, ChargeMaster, in London.
• Revenue growth from the EV-related business in March 2013 could come
in significantly more than the current S$0.7m reported in 1H12. Given the
low base, multiples of this number should not surprise.
• Placing full focus on Elektromotive. Currently, the Company owns a 51%
stake in Elektromotive. The Company could raise its stake in Elektromotive
eventually.
• Small competitors are aplenty as the industry is still fragmented and in
the early stage of growth. In the UK, ChargeMaster (established since
2008) is often quoted as a competitor. All eyes are on ChargeMaster now
as the company is aiming for an IPO this year with valuations touted at
market cap of between 75m to 100m British pounds. Although privately
held, industry sources are telling us that the company is still loss making.
• Market Leader in the European market and enjoys first mover advantage.
In distinguishing itself from competitors in the UK, Elektromotive leverages
on its patent on software and locking mechanism. In addition, an accident
free charging track record stands in the Company’s favour as safety is
paramount when governments deliberate on which partner to work with.
• 2012 – Year of the electric vehicle. 2012 could well be the year of the
electric vehicle as major car makers start to rollout new and more
importantly aesthetically appealing electric vehicle models. One of the
impediments in purchasing an electric vehicle was that the current models
were in a word, ugly.
What the company does?
• Based on the South Coast of the UK, in the City of Brighton and Hove, the
company specialises in the manufacture and installation of charging
infrastructure for electric cars and other electric vehicles.
• The company's primary product is the Eleltrobay Charging Point, Home
Charger and EBConnect network application to manage infrastructure and
user schemes.
• The company has three distinct business units—OEM, Infrastructure and
Elektronet.
• Partnerships with major corporations including EDF Energy and Mercedes
Benz to supply charging posts and data services.
• Partnerships with Mercedes-Benz and Smart, where both firms have been
preparing for the widespread uptake of EVs in the UK by beginning the
installation of recharging points across their dealer networks.
• Currently, the company has over 1,000 fully installed electric vehicle
charge points across the UK and has exported to more than 20 countries
worldwide.
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| 03-Sep-2012 11:08 |
$ Elektromotive
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LexiconGrp
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Key Takeaways • Food & Beverage (F& B) and media services kicked off our Corporate Focus Series lunch talk yesterday. The Company is in the midst of phasing out the (F& B) division, with one lease left before complete termination of F& B. There will be minimal losses involved in 2HFY12 as Elektromotive managed to terminate the leases early. Publishing division remains for media purposes such as media coverage. 2H12 results are unlikely to excite as the company transitions to focus on its electric vehicles (EV)- related business. Elektromotive, a Company providing electric vehicle charging stations,• charging business. Four key catalysts that ignite interest in this stock are: 1) any announcement of a tie-up with automotive makers, 2) announcement with back-end players in the EV charging business 3) announcement with power supply companies that provide the electricity necessary for charging such vehicles, and 4) successful IPO exercise by its competitor, ChargeMaster, in London. Look forward to FY13 results which will show the potential of its EV• in significantly more than the current S$0.7m reported in 1H12. Given the low base, multiples of this number should not surprise. Revenue growth from the EV-related business in March 2013 could come• stake in Elektromotive. The Company could raise its stake in Elektromotive eventually. Placing full focus on Elektromotive. Currently, the Company owns a 51%• the early stage of growth. In the UK, ChargeMaster (established since 2008) is often quoted as a competitor. All eyes are on ChargeMaster now as the company is aiming for an IPO this year with valuations touted at market cap of between 75m to 100m British pounds. Although privately held, industry sources are telling us that the company is still loss making. Small competitors are aplenty as the industry is still fragmented and in• In distinguishing itself from competitors in the UK, Elektromotive leverages on its patent on software and locking mechanism. In addition, an accident free charging track record stands in the Company’s favour as safety is paramount when governments deliberate on which partner to work with. Market Leader in the European market and enjoys first mover advantage.• electric vehicle as major car makers start to rollout new and more importantly aesthetically appealing electric vehicle models. One of the impediments in purchasing an electric vehicle was that the current models were in a word, ugly. 2012 – Year of the electric vehicle. 2012 could well be the year of theWhat the company does? • company specialises in the manufacture and installation of charging infrastructure for electric cars and other electric vehicles. Based on the South Coast of the UK, in the City of Brighton and Hove, the• Charger and EBConnect network application to manage infrastructure and user schemes. The company's primary product is the Eleltrobay Charging Point, Home• Elektronet. The company has three distinct business units—OEM, Infrastructure and• Benz to supply charging posts and data services. Partnerships with major corporations including EDF Energy and Mercedes• preparing for the widespread uptake of EVs in the UK by beginning the installation of recharging points across their dealer networks. Partnerships with Mercedes-Benz and Smart, where both firms have been• charge points across the UK and has exported to more than 20 countries
Q:
taken up by many other companies. What differentiates you from the
other companies? A: We have access to the government with the connections of Prince
Hakeem, which is essential as we need the corporation and support of the
government in order to kick start any projects. Additionally, we connections
with automotive companies and are also the first mover advantage and a
market leader involving in setting the standards for electric vehicle charging. Q: W A. What distinguishes us would be that firstly, we have a patent on the locking
mechanism and secondly, our software. For the locking mechanism, it is
actually a ledge with RFID technology which provides extra safety.
Additionally, no electric current can go through unless the cord is properly
plugged in (such a safety feature is essential to eliminate the risk of accidental
electrocution). Moreover, we are definitely price competitive. About Us •
Park Square, Falmer, Brighton, East Sussex, BN1 9SB, UK • Contact:
Fax: + 44 (0)1273 704499 Source: Company Financial analysis FYE Mar 2008 2009 2010 2011 Revenue (SGD m) 5.5 5.5 5.3 5.5
EBITDA (SGD m) EBITDA margins (%) -91.2% 29.8% -8.3% -37.4%
Pretax profit (SGD m) Net profit (SGD m) EPS (SGD cents) EPS growth (%) n.m. n.m. n.m. n.m.
P/E (x) n.m n.m 1.0 n.m
FD EPS (SGD cents)
(5.1)
(0.4) 0.6 (0.5)
FD P/E (x) n.m n.m 1.0 n.m
Gross DPS (SGD cents)
-
- - -
Dividend yield (%) n.m n.m n.m n.m
PBV (x)
1.5
33.1 2.1 6.1
ROE (%)
-
306.0% -210.0% 393.6% -274.2%
Net gearing (%) 106.0% 87.2% - -
Net cash per share (SGD cents) - - 0.1 0.1 |
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| 03-Sep-2012 10:10 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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seems like 40c is the next IMMEDIATE resistance.. been trying to break that mark convincingly.. gd luck dyodd |
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| 31-Aug-2012 10:35 |
$ Elektromotive
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LexiconGrp
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has been in the top volume spotlight for past few days now .003.. looks like must avg down invest for the future.. Electric cars! |
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| 31-Aug-2012 09:57 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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Written by Sim Kih
Friday, 31 August 2012 09:30
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| 30-Aug-2012 11:24 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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The waiting continues with investors likely to stay mostly on the sidelines ahead of the Jackson Hole FED summit tomorrow. Ben Bernanke may not reveal much with regards to whether there will be more monetary easing as recent economic data have been ‘not too good yet not too bad’. The FED may wait for more data evidence before deciding on further monetary easing, one of which is the August job number due out next Friday. Thus, it is possible that investors hoping for hints of QE3 at tomorrow’s summit may be disappointed. Looking a little further into the near-term, there is the German constitutional court ruling on the ESM on September 12 and ahead of that, September 6’s ECB policy meeting. No change in our STI technical view. As the waiting continues and given the STI’s c.350pt rise since early June, the index is likely to remain below 3100 for now with a downside probe of
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| 30-Aug-2012 11:17 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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revised my target price to 63c.. based on the 10x PE price of 49 Australian cents [49 x 1.29 = 63c {s'pore}] dyodd gd luck
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| 30-Aug-2012 09:45 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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EPS is 4.9 Aussie cents.. conservatively using a 10x PE that would translate to 49 AUSSIE cents FYI overvalued CIVMEC is trading @ 18x PE!!! now Ausgrp is only trading @ 39 SINGAPORE CENTS! u do the maths n let me know if this is a truly undervalued counter.. gd luck dyodd..
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