Latest Posts By ozone2002
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| 13-Aug-2012 16:47 |
Nam Cheong
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Nam Cheong
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9 fold!!!
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| 13-Aug-2012 15:35 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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The top five performing STI stocks over the past 12 months were as follows: Fraser & Neave (F99), total return +61.8%. On Friday, the stock price of Fraser & Neave had appreciated to S$8.57 from S$5.44 on 10 August 2011. This represented a price appreciation of 57.5%. Taking into account dividend distributions over the past 12 months, the total return was boosted to 61.8%. Most of the price gain has occurred recently over the months of June, July and August. Fraser & Neave has been a focus of merger & acquisition discussions that have involved other major industry players including Thai Beverage (Y92) and Asia Pacific Breweries (A46). Starhub (CC3), total return +43.7%. The appreciation of Starhub to S$3.63 on Friday from S$2.70 on 10 August 2011 represents a 34.4% price appreciation. Taking into account dividend distributions over the past 12 months, the total return was boosted by 9.3% to 43.7%. The current indicative dividend yield of Starhub is 5.5%. Starhub belongs to the Telecommunication Services Sector which is normally viewed by investors as a defensive sector relative to the other sectors represented by stocks listed on Singapore Exchange (SGX). In the 2011 calendar year the FTSE ST Telecommunication Services Index gained 4.99% in contrast to the broader market declines. CapitaMalls Asia (JS8), total return 39.1%. The appreciation of CapitaMalls Asia to S$1.69 on Friday from S$1.24 on 10 August 2011 represents a 36.4% price appreciation. Taking into account dividend distributions over the past 12 months, the total return was boosted to 39.1%. CapitaMalls Asia is part of the Real Estate Holding & Development Sector which has been the strongest of the FTSE ST Sector Indices in the calendar year-to-date for 2012, gaining 34.8%. ComfortDelgro (C52), total return 34.6%. On Friday, the stock price of ComfortDelgro had appreciated to S$1.645 from S$1.275 on 10 August 2011. This represented a price appreciation of 29.0%. Taking into account dividend distributions over the past 12 months, the total return was boosted to 34.6%. Sembcorp Industries (U96), total return 34.1%. The appreciation of Sembcorp Industries to S$5.53 on Friday from S$4.26 on 10 August 2011 represented a price appreciation of 29.8%. Taking into account dividend distributions over the past 12 months, the total return was boosted by to 34.1%. |
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| 13-Aug-2012 11:51 |
Yanlord Land
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Lord of China Prop
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Shares of Yanlord Land Group Ltd rose as much as 4 percent to a two-week high after Aberdeen Asset Management raised its stake in the property developer and on expectations it will report strong quarterly earnings. By 0314 GMT, Yanlord was up 2.9 percent at S$1.25, and have surged nearly 31 percent so far this year, compared to the FT ST China Index's 1.4 percent gain. Aberdeen Asset Management Asia bought 2 million shares at S$1.2192 each in Yanlord, raising its stake in the company to 5.0793 percent from 4.9767 percent, according to a stock exchange filing. " People are expecting quite a strong set of earnings, partly because of low base last year and also improving residential sales in China," said an analyst who declined to be named. The property developer will report its second-quarter earnings later in the day after the market closes. Developers in China are benefitting from an improvement in China's home market. CapitaLand said earlier this month it expects residential sales in the world's second largest economy to continue improving for the rest of the year, while the average home price in China's 100 major cities edged up in July for the second straight month.
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| 13-Aug-2012 10:17 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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STI’s pullback off the 3100 resistance may have started last week. The pullback should find support at either 3000, at worst 2930. Post pullback back, look for the STI to resume its climb. A subsequent break above 3100 sends it towards but not likely to exceed 3200. For now, immediate resistance is at
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| 13-Aug-2012 09:04 |
Seatrium
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Sembmarine
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sembmar 5.07.. catching up with Kepcorp on its rally.. gd luck dyodd..
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| 13-Aug-2012 08:58 |
PSC Corporation
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Will PSC Corp pays you 35 cents if it closes down?
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guess who's buying more
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| 12-Aug-2012 17:36 |
Yoma Strategic
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Yoma
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SI: A few months back you mentioned about shorting emerging markets as a hedge, what are the emerging markets you are looking at that you think has a long potential for? Jim: Well, I’m very optimistic about Myanmar, although there is no stock market there but I do own Yoma Strategic Holdings (Yoma). There are not a lot of stocks that you can own which do businesses in Myanmar, but Yoma does. Other countries that I’m looking at for the most part are mostly countries with no stock market yet but are going right. Like North Korea, I’m very optimistic about North Korea, but there’s not really a way to invest in North Korea yet. |
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| 11-Aug-2012 17:14 |
StarHub
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Starhub
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shorting time has come.. gd luck dyodd
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| 10-Aug-2012 13:55 |
IPC Corp
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Solid NTA 27c
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have to break above 16.5 to move further..for short term players fundamentally cheaper than NAV of 27c for value investors.. |
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| 10-Aug-2012 10:29 |
Seatrium
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Sembmarine
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Keppel Corp has secured two contracts worth a total of about US$950m from the Petrobras-led consortiums, Guara BV and Tupi BV, for the fabrication and integration of topside modules on the Floating Production Storage and Offloading vessels (FPSO) P-66 and P-69. As part of the agreement, Petrobras has an option for a similar contract to be exercised by 1Q 2014. These latest orders bring Keppel’s FY12 YTD order wins to S$8.5bn (vs. full year order wins assumption of S$11.2bn), and raises its order backlog to S$14.6bn. Maintain BUY on Keppel, TP S$13.20. Based on previous reports from Upstream, we believe Sembcorp Marine is next in line to secure 2 of such
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| 10-Aug-2012 10:06 |
Seatrium
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Sembmarine
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5.05 sembmar playing catchup with Kepcorp's rally.. still have dividend to give out.. gd luck dyodd.. |
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| 10-Aug-2012 09:04 |
Top Global
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Another super laggard ?
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Top Global Limited announced that its subsidiary company, Bartley Homes Pte. Ltd. (“BH”) has on 8 August 2012 entered into a sale and purchase agreement with all of the subsidiary proprietors holding 100% of the share values of the strata lots of Bartley Court (the “Vendors”) to acquire their residential units en-bloc (the “Property”) via a private treaty. The aggregate value of the consideration for the Acquisition is S$10,700,000 or S$698.59 per square feet per plot ratio (excluding development charge). The consideration is arrived at after arm’s length negotiations and on a willing buyer and willing seller basis. (Closing Price: $0.010, -%)
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| 08-Aug-2012 11:23 |
Seatrium
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Sembmarine
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| 08-Aug-2012 09:49 |
Seatrium
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Sembmarine
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sembmar has to play catch up in terms of the movement with kep corp | ||||||||||||||||||||
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| 08-Aug-2012 09:37 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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markets only favour the hot stocks.. even if there's no fundamentals behind the move then stocks like ausgrp which has supporting fundamentals do no even move an inch or get into the spotlight of those funds seeking value etc.. very frustrating.. gd luck dyodd |
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| 08-Aug-2012 09:14 |
IPC Corp
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Solid NTA 27c
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yesterday's volume was freakingly crazy.. total vol 224m shares.. that's roughly the same as OHL's 25% shareholding 216,534,000 shares.. have to monitor closely whether it's pump n dump.. very wary when shares are traded on extremely high vol..likely shares are being dumped.. gd luck dyodd.. |
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| 07-Aug-2012 17:14 |
Seatrium
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Sembmarine
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The Samba finale! Petrobras’ semi-sub boost for KEP orderbook at new record high. new semisubmersibles worth US$4.1bn. Including the first semisub order secured in December 2011, we estimate this series of rigs contracts will yield pretax profits of S$500m, based on 8% EBIT margin, over FY13 to FY19. Total current orderbook of S$13.4bn has now exceeded its previous peak, with a high book-to-bill ratio of 2.2x. KEP has finally firmed up contracts for 5SMM next in line for the Samba dance. also signed contracts with Sete Brazil late last week for six drillships to be built at SMM’s greenfield yard in Brazil. This will pave the way for SMM to finalise contracts for five more drillships, estimated at US$4.0bn. The contracts could potentially boost SMM’s FY12 YTD order wins to S$8.0bn, a record year for SMM, and bring its outstanding order backlog to S$11.5bn, translating to a strong book-to-bill ratio of 2.4x. Petrobras hasThe next lap – FPSO projects worth US$4.5bn. from the 28-rig newbuilding program, reported that Petrobras is set to imminently award contracts worth US$4.5bn for the construction of topsides for the first 6 of 8 FPSO vessels the contracts for the remaining 2 units to be awarded in the next 18 months. KEP and SMM are among the three leading bidders in line to secure 1 to 2 floater integration jobs each, while the remaining two will be split between the best performing among the initial contract winners. Each FPSO is worth about US$750m. ApartUpstream hadTime for SMM to play catch up. BUY calls on KEP (TP S$13.20), SembCorp Industries (TP S$5.90) and SMM (TP S$5.85), we expect SMM’s share price to catch up on relative performance vs. SCI, being a direct beneficiary of the forthcoming Petrobras contract for both drillships and FPSOs. At current price, SMM offers a cheaper direct proxy to ride on the upcycle of deepwater rigs – trading at 13.3x FY13 PE with an attractive dividend yield of 5% vs. 15x FY13 PE for the offshore & marine earnings via SembCorp Industries, after stripping off the value of Utilities. SCI offers a lower upside of 13% to our target
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| 07-Aug-2012 15:47 |
IPC Corp
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Solid NTA 27c
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pump n dump..from high 16.5 to now 15.3 | ||||||||||||||||||||
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| 07-Aug-2012 09:28 |
IPC Corp
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Solid NTA 27c
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above their break even price..these 2 investors are in the money..
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| 07-Aug-2012 08:59 |
IPC Corp
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Solid NTA 27c
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sell on news.. |
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