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30-Aug-2012 09:37

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

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great set of results.. hence the top volume today

and giving both the usual dividend as well as special dividend..

these should gain some investor confidence..

still trading @ low 6-7x PE..

gd luck dyodd

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29-Aug-2012 14:31

Intraco / TatHong see value IN INTRACO 62cents

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Mr Oei Hong Leong has called off talks to buy a substantial

stake in Intraco after he failed to secure promises of support

from the major shareholders of seller Hanwell Holdings,

according to BT. This will deprive Intraco shareholders of a

potential 70 cent-per-share general offer from Mr Oei, who

has said that he would offer to take the company private if

he could acquire the Hanwell bloc.

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29-Aug-2012 14:10

Seatrium / Sembmarine

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Sembcorp Marine wins US$674m contract

fundamentally strong!!!!!!!!

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28-Aug-2012 15:06

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Just read their corporate update.. looks like there's progress into securing contracts in Brazil & Myanmar
Extend business reach to overseas customers
One of our Group companies, Marshal System Pte Ltd (
of approximately S$1.1 million from a leading Singapore yard to supply Fire and Gas Detection,
Telecommunications, and Controls and Instrumentation systems to a Brazilian rig owner. Thisthe “Marshal”) have been awarded contracts
represented the Group’s first successful foray into the Bra
further opportunities in the tendering and evaluation stages.
Another subsidiary, Viking Airtech Pte Ltd also secured its first major order from a leading Indonesian
infrastructure fabricator for an offshore platform to be commissioned in Myanmar. The initial award is
for an estimated S$2.3 million to provide turnkey system for Heating, Ventilation, and Air Conditioning
systems including offshore supervision and commissioning in Myanmar. This project award is one of
the numerous opportunities the Group has participated in, and the remainder are still under tendering.
Promoter Hydraulics Pte Ltd also won a contract of approximately S$1.9 million with a large
Australian infrastructure contractor for the deployment of mooring winches and power packs for the
Gorgon liquefied natural gas project in Western Australia.
The Group has been executing on its planned Internationalisation strategy since the beginning of the
year. The results have thus far been encouraging and will continue to be the focus going forward to

enlarge our international customer base.
Expand business portfolio through adding capabilities
Concurrent to expanding our customer base overseas, the Group have also been broadening our
offerings portfolio by developing additional capabilities. Recognising the sizable required investment
and competing resources needs and potentially low yielding research and development activities, the

Group embarked on this business initiatives in a more controllable and cost-effective manner

Innovation – Smartzil offshore and marine sector, and with

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28-Aug-2012 10:03

Nam Cheong / Nam Cheong

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enjoy the ride :)

gd luck dyodd

ozone2002 ( Date: 21-Jun-2012 09:48) Posted:

analysed this counter myself..

i give it a seal of approval.. very gd balance sheet and returns..

dyodd gd luck

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28-Aug-2012 10:01

Nam Cheong / Nam Cheong

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been advocating this stock since Jun..

finally it's above 20c.. & top volume..

DBS also aggressively promoting this stock..

gd fundamentals.. gd margins..

gd luck dyodd..

ozone2002 ( Date: 22-Jun-2012 09:37) Posted:

buy on dip..

fundamentals still strong.. price weakness is an opportunity to enter..

gd luck dyodd..

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27-Aug-2012 11:20

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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more n more buy backs.. gd sign .. dyodd gd luck

Viking Offshore and Marine Ltd 23-Aug-12 Share Buy-Back 36,000 0.1080

ozone2002 ( Date: 23-Aug-2012 16:22) Posted:

more buy backs

Viking Offshore and Marine Ltd 22-Aug-12 Share Buy-Back 150,000 0.1070

ozone2002 ( Date: 22-Aug-2012 10:43) Posted:

buying back its share..gd sign of confidence.. dyodd gd luck

Company D.O.T . Buy /Sell No.of shares S$/shr

Viking Offshore and Marine Ltd 21-Aug-12 Share Buy-Back 150,000 0.1080

Viking Offshore and Marine Ltd 17-Aug-12 Share Buy-Back 50,000 0.1080

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27-Aug-2012 11:19

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

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We maintain our view that in the near-term, STI runs the risk

of a pullback, which may already have started off the 3100

level, to 3000 or even 2930 before finding support. Post

pullback, look for a re-test of 3100 while an upside break

should send it towards 3200

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27-Aug-2012 09:08

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

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still sticking to my targets.. of 50c..

the resources boom has not peaked yet ..as quoted by RBA chief n analyst

Australian mining boom is not over yet, RBA chief and analysts say

ozone2002 ( Date: 17-Aug-2012 10:15) Posted:

very gd..target price 49-51c..

SymbolExchangeNameEventClose at EventTarget Price RangeOpportunity Type
5GJSGXAusgroup Ltd Diamond Bottom 0.37 0.49 - 0.51 Long-Term Bullish

POEMS Chartwhiz

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24-Aug-2012 15:27

SingPost / Singpost

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PROPERTY SPIN-OFF A BONUS BUY FOR DEFENSIVENESS

- Recent prop listings highlight buoyant mood
- May be an opportune time
- But group is cash rich

The buoyant mood in Singapore’s property sector means that this could be an opportune time for SingPost to spin off some of its assets it may even receive an offer that is hard to resist. The group has about 61 post offices and we estimate that about 16 or so are potentially saleable. However, the jewel in its book is the Singapore Post Centre (SPC). We estimate that the SPC is worth S$765m based on its current mix of industrial, office and retail use, but the value may increase to about S$1.56b if the building is converted to full commercial use. However, putting market sentiment aside, the group may not be in a rush to unlock value as it is currently cash-rich. Hence we regard a spin-off as a bonus and investors should focus on more fundamental factors such as the company’s defensive nature and consistent dividends. Maintain BUY with S$1.14 fair value estimate.

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24-Aug-2012 10:02

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

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Don't worry Australia is big on LNG..

Ric Deverell, of Credit Suisse, a bank, reckons it is too early to pronounce the end of the Australian boom. Although China’s market for iron ore has cooled, energy companies are also investing A$180 billion ($189 billion) in liquefied natural gas (LNG) projects, mainly for export to Asia. “LNG is the main game,” he says. Glenn Stevens, the central-bank governor, reckons Australia’s luck has a way to go. Australia, he says, is better off exposed to China with a high variable growth rate than to Europe with a low one.

DYODD gd luck :)

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24-Aug-2012 09:47

IPC Corp / Solid NTA 27c

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IPC is past few days trading is strange..

volume is substantial but price range bound..

didn't break up or down..

monitoring...

dyodd

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24-Aug-2012 09:13

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

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Today RBA says the boom peak in 1-2 years time..

so safe..

any case ausgrp hit high of

40.5

gd luck dyodd

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23-Aug-2012 16:22

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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more buy backs

Viking Offshore and Marine Ltd 22-Aug-12 Share Buy-Back 150,000 0.1070

ozone2002 ( Date: 22-Aug-2012 10:43) Posted:

buying back its share..gd sign of confidence.. dyodd gd luck

Company D.O.T . Buy /Sell No.of shares S$/shr

Viking Offshore and Marine Ltd 21-Aug-12 Share Buy-Back 150,000 0.1080

Viking Offshore and Marine Ltd 17-Aug-12 Share Buy-Back 50,000 0.1080

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23-Aug-2012 15:13

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

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doesn t look rosy

Published August 23, 2012

Australia declares resources boom has peaked

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CANBERRA/MELBOURNE - Australia declared the top of the resources boom, which had cushioned the country against the global financial crisis, a day after the world's biggest miner BHP Billiton shelved two major expansion plans worth at least US$40 billion.

One minister went as far as calling the end of the resources boom, but later rowed back to say commodity prices had peaked while investments in multi-billion dollar projects would continue, especially in the energy sector.

" This construction boom will continue, but the days of record commodity prices are gone," Resources and Energy minister Martin Ferguson told reporters on Thursday.

" We've done well - A$270 billion (US$282 billion) in investment, the envy of the world. It has got tougher in the last six to twelve months," he said earlier on Australian radio.

His comments came after BHP scrapped plans for a US$20 billion-plus expansion of its Olympic Dam copper mine in South Australia and a new harbour, estimated at more than US$20 billion, to nearly double its iron ore exports in Western Australia.

Fuelled by Chinese-led demand for its coal, iron ore and other resources, Australia's economy was one of the very few in the developed world to sail through the global financial crisis without sliding into recession.

But with China heading for the slowest pace of annual growth in more than a decade, investors are nervous about the near-term outlook for miners.

The resources boom has fuelled what has been dubbed a two-speed economy, which has pumped up the local dollar and exacerbated the pain felt in manufacturing and retail in Australia's most populous states.

While manufacturers, like Ford and Bluescope Steel, have cut production and axed jobs, unemployment has stayed at around 5 per cent, thanks to jobs growth in resources projects, where truck drivers command six-figure pay packets.

Olympic Dam alone would have created 25,000 jobs, South Australia's government said.

Politicians may be worried the whole economy is moving into the slow lane, but analysts say the fear is premature, as energy projects will continue full steam ahead.

National Australia Bank does not see the boom peaking until 2013 and 2014, when resource capital spending will be around 1 per cent of gross domestic product higher than now.

Finance Minister Penny Wong also played down fears of a collapse in the mining boom, saying the government has factored in a peaking in Australia's terms of trade, which measures the difference between export earnings and import costs.

" We've still got a long way to run when it comes to this investment boom," Ms Wong told Australian radio.

" We've got over half a trillion dollars of investment, and over half of that...is at the advanced stage. So I think the 'doom and gloom' that some are putting about isn't appropriate."

Mr Ferguson's warnings on the mining boom may also be a response to opposition attacks blaming a new carbon tax for BHP's woes. Well behind in the polls, the government is trying to claw back voter support ahead of an election due next year.

Seven out of eight of the 10 biggest resources projects under construction will produce LNG, ranging in scale from US$5 billion to US$43 billion, according to Deloitte Access Economics.

BHP put the Olympic Dam expansion on hold as it reported a 35 per cent slide in second-half profit, the biggest sign of the pain inflicted by China's slowdown.

Weaker demand from China has knocked prices of all key commodities, including iron ore, languishing at its lowest levels since December 2009, copper, coal and aluminium.

BHP and companies that work with the miners, such as rail transporter QR National, say while they are cautious on the near-term outlook, they expect demand growth in China and India to underpin growth in the medium to long term. -- REUTERS

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23-Aug-2012 14:00

IPC Corp / Solid NTA 27c

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top vol today.. 22m done so far

price should break 154 to move further upwards.. from its symmetrical triangle formation

gd luck dyodd..

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23-Aug-2012 11:14

Food Empire / Results Commentary

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gd biz, market leader in russia, undervalued relative to peers and most important neglected by investors..

FOOD EMPIRE: Net profit up 25% to US$8.7 m in 1H2012

Written by Sim Kih

Thursday, 23 August 2012 07:10

Food Empire's successful marketing campaigns has made its flagship MacCoffee Russia's no.1 brand for 3-in-1 instant coffeemix.

Food Empire stock has risen steadily this year. Chart: Bloomberg

SUPER GROUP has done superbly, its shares rising from $1.29 at the start of this year to $2.19 this week.

Now, consider another instant coffee player listed on the Singapore Exchange -- Food Empire.

Its stock started the year at 31 cents and ended last week at 43 cents.

We checked out its story, and found things to like about it.

Its revenue for the first half year was US$110.7 million, an increase of 3.4% year on year.

Profit after tax jumped 24.6% to US$8.7 million on improved margins and a tax write back.

The improved margins arose from decreases in the prices of the raw materials it used for its coffee products - coffee, sugar and creamer.

Unlike Super Group which focuses on markets such as Singapore and the region, Food Empire is big on Russia, where its sales stood at US$64.9 million in 1H.

Food Empire's other key markets are Eastern Europe and Central Asia (comprising Ukraine, Kazakhstan and the CIS Countries) where sales rose by 4.4% to US$33.1 million

Historically, people in Russia, Middle East, China and India have not consumed vast quantities of coffee.

But in the recent decade, coffee cultures have been developing in these regions at rates that beat economic growth.

For example, China’s annual coffee consumption is growing rapidly at around 15% a year.

Coffee drinking is still at an infancy stage in China, where per-capita consumption is about 3 cups a year, versus 3.5 cups a day in the US.

Which is why Food Empire wants to penetrate the Chinese and India market.

Last month, it incorporated subsidiaries in China and India to bring its products into China and to manufacture instant coffee in India.

Right place right time

Founder Tan Wang Cheow has been featured in Forbes magazine.

Food empire founder Tan Wang Cheow did not start out in F& B, but was exporting personal computers and related peripherals to Eastern Europe and Central Asia in the late eighties.

Some of these countries had freezing winters with temperates dropping below 30 degrees Celcius. People drank Vodka and bought hot coffee beverages from street side stalls to keep warm.

He decided to provide a convenient solution to help people keep warm and the group started distributing third party brands of 3-in-1 instant coffee in Kazakhstan and Russia in 1993.

When Soviet Union disbanded in 1991, Mr Tan’s F& B products sold like hot cakes to pent-up demand for all manner of capitalist goods.

About 57% of Group revenue in FY2011 was from Russia, where its flagship MacCoffee has been consistently ranked as the leading 3-in-1 coffeemix brand.

William Fong, CFO of Food Empire.

Other than Russia, MacCoffee is also the no.1 coffee brand in Ukraine and Kazakhstan. Food Empire products are exported to over 60 countries, especially Central Asia and the Middle East.

It markets over 400 types of products under its proprietary brands, which also include MacChocolate, MacTea, FesAroma, MacCandy, Zinties, Melosa, Petrovskaya Sloboda, Klassno, OrienBites and Kracks.

Like everyone else, Food Empire wants a piece of the China pie, but its F& B market is known to be the toughest in the whole world.

Singapore F& B players have a track record of success there.

Food Empire looks relatively undervalued. Bloomberg data

Viz Branz, which owns Gold Roast, BenCafe, Café 21, CappaRoma and Jaffa Juice, derives half of group revenue from China.

In FY2011, its sales from China grew 10.5% year-on-year to reach S$83.4 million.

Super, Southeast Asia's leading 3-in-1 coffeemix player, has also made headway in China with non-diary creamer ingredient sales.

Its brands include Super, Café Nova, Super Power, Owl, Yé Yé, Coffee King, Gold Eagle, Negresco, Eagle King, Liang Bao and Superkids.

Food Empire has been very successful employing sophisticated brand-building activities, after the style of the world's top brands.

It is so good at marketing that in spite of the runaway success of its own brand, 18.6% its FY2011 revenue was from marketing and packaging services for third party brands.

The company invests in creative advertisements and promotions, as well as sponsorships to ensure high brand cognition when consumers shop.

The question is, will it be able to export its successful branding and marketing campaigns to new markets like China and India?

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23-Aug-2012 09:56

GLD USD / Gold going up this year?

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Pimco Fund Expands Gold Holding on Outlook for Inflation

Pimco Commodity Real Return Strategy Fund has expanded its holding of gold as a hedge against inflation, anticipating further moves by central banks to spur economic growth, said Nic Johnson, the fund's manager.

The $20 billion fund increased its gold holdings to 11.5 percent of total assets from 10.5 percent two months ago, Johnson said today in a telephone interview from Newport Beach, California. The commodity fund is part of Pacific Investment Management Co., which also owns the world's largest bond fund.

" We think gold is going to perform in a positive correlation to changes in inflation," Johnson said. " We see higher inflation because of rising commodity prices, unconventional monetary policies and increasing sovereign debt."

Gold rallied in New York today to the highest price since May 2 after Federal Reserve policy makers issued the minutes from their July 31-Aug. 1, which indicated the Federal Open Market Committee may expand monetary stimulus to bolster the economy. Gold futures for December delivery rose as high as $1,658.20 an ounce on the Comex.

The precious metal surged 70 percent from the end of December 2008 to June 2011 as the Fed kept borrowing costs at a record low and bought $2.3 trillion of debt in two rounds of so- called quantitative easing. Gold advanced in the past two months amid speculation that China, the U.S. and Europe may take more steps to boost economic growth.

" We are tactical and will look for attractive dips" in prices to add to the fund's holdings, Johnson said, adding that a drop near $1,500 would prompt some buying.

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23-Aug-2012 09:34

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

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good stuff! continue to reap the rewards..

gd luck dyodd :)

yiewkhong ( Date: 22-Aug-2012 21:38) Posted:

Excellent. More than 13% capital return within 1 month.

I am in for a long haul. Too cheap to cash in my capital gain, anyway already paid up and kept in the freezer.

yiewkhong ( Date: 02-Aug-2012 11:22) Posted:

Ok I am buying Ausgroup...............................

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22-Aug-2012 11:00

Lian Beng / Lian Beng

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Freaking fat order book... $736.4M WOW!!...FA super strong counter..

LIAN BENG GROUP: $43 m free cash flow a year till 2015

Tuesday, 21 August 2012 20:18

Excerpts from Maybank Kim Eng report 21 Aug humourously titled " This Beng is getting bigger and better" :

Analyst: Alison Fok

Ong Pang Aik, executive chairman of Lian Beng Group. NextInsight file photo

WE BELIEVE that its current valuation, at ex-cash FY13 PER 1.9x, is unjustified.

The Group has defied all odds to achieve a strong net profit of close to SGD50m.

It currently holds a strong outstanding construction orderbook of SGD652m as of FY12.

We are also impressed with the group’s active lookout for opportunities to boost its recurrent income. Maintain BUY with TP of SGD0.63.

Balance sheet shows flexibility. LBG holds a cash war chest of SGD86.1m (42% of market cap), which is just waiting to be unleashed.

It is highly capable of either utilising its cash reserves, or taking on debt for acquisitions or JV opportunities.

We estimate its free cash flow to stay strong averaging SGD43m per year till 2015.

Building on its core strength. We reiterate our BUY call on Lian Beng with a target price of SGD0.63, pegged at 6x FY13 PER.

We anticipate steady growth ahead for the Group. Moreover, it has strong ROE and offers an attractive and sustainable dividend yield of 5.1%.

Excerpts from Lian Beng Group press release dated 21 Aug.

Artist's impression of Thomson Grand in Upper Thomson Road which will be constructed by Lian Beng Group - Paul Y.

The Group’s 50% joint-venture company with Paul. Y Construction and Engineering was awarded a contract by Luxury Green Development, a member of Hong Kong-listed Cheung Kong Holdings, which comprises of the main building works, with an aggregate worth of about S$169 million.

The project, due to commence in August 2012 and estimated to complete by February 2015, will cover the main building works of the condominium at Upper Thomson Road, known as “Thomson Grand”.

The condominium development project encompasses nine blocks of 20-storey residential flats, representing 339 units with an additional 22 strata houses (for a total of 361 units), with one basement carpark, swimming pools and other and ancillary facilities.

Mr Ong Pang Aik, Chairman and Managing Director commented on the contract win, “We are delighted to have won our first contract in our maiden JV with Paul Y.

" The addition of this new contract strengthens our order book to a commendable S$736.4 million and we hope that this JV will give us the momentum for future opportunities and success with Paul Y.”

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