Latest Posts By ozone2002
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| 28-Jun-2012 13:26 |
IPC Corp
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Solid NTA 27c
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Cum Rights already... thought at 8c a piece the mother share should be trading > 16c to make it more attractive to subscribe to the rights? but now less than 16c... |
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| 28-Jun-2012 10:13 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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this is taking forever to break resistance 355............................ | ||||
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| 28-Jun-2012 09:07 |
Seatrium
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Sembmarine
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464....fundamentals at the end of the day still wins :) | ||||
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| 27-Jun-2012 17:31 |
Civmec
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Civmec forum
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dropped from 95c to close 87.5 P& D... 50+x PE... best P& D scheme.. continue to short civmec n long ausgrp.. gd luck dyodd..!!!
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| 27-Jun-2012 14:54 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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i see the 35.5 resistance getting broken down ... breakout pending... go go go gd luck dyodd |
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| 27-Jun-2012 12:20 |
Nam Cheong
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Nam Cheong
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running again.. gd luck dyodd.. |
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| 27-Jun-2012 12:14 |
Sin Heng Mach
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SIN HENG...the next MYMMMAR rush
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up 5 % today.. :) | ||||
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| 27-Jun-2012 11:09 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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waiting for breakout above 35.5.............. :) dyodd gd luck! |
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| 27-Jun-2012 11:03 |
Civmec
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Civmec forum
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55x PE..crash n burn.. KIV shorting candidate.. gd luck dyodd |
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| 27-Jun-2012 10:41 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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civmec 95c..40-50x PE ausgrp still low 35.5... 6x PE short civmec n whack ausgrp.. gd luck DYODD.. |
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| 27-Jun-2012 09:30 |
Seatrium
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Sembmarine
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OCBC report Sembcorp Marine: More going for SMM in 2H12 .SMM has underperformed KEP .Macro events may lead to market volatility .Trend may reverse due to cospecific factors SMM has underperformed KEP… Sembcorp Marine’s (SMM) share price has dropped by about 13.9% vs Keppel Corp’s (KEP) 8.7% fall since we switched our preference from SMM to KEP in late Feb (24 Feb 2012 report). We believe this is partly due to several reasons: 1) risk-off sentiment particularly in May which has affected the higher beta SMM stock, 2) earnings disappointment for SMM in its 1Q12 earnings, and 3) recovery in sentiment amongst property stocks (KEP has a property arm). … but the trend may reverse in the months ahead However, we believe that this trend may reverse in the coming months, and now favour SMM. Although there is a possibility of further market volatility due to Eurozone concerns which may affect the higher-beta SMM more, we think that the recent selldown in the stock is unwarranted, as: 1) we still hold a positive view on the premium offshore rig market, 2) SMM is likely to catch up in the orders front in the months ahead (partly due to Petrobras orders), 3) SMM’s earnings are expected to pick up in 2H12, and 4) so-called “speculative builds” at SMM are probably better-termed “opportunistic builds”. Newbuild enquiries remain healthy Enquiries for newbuild rigs remain healthy as major oil companies take a long-term view on oil prices in their capital expenditure plans and hence are much less affected by short term fluctuations in oil prices. The utilisation levels and dayrates for premium rigs remain strong and the outlook for this sub-sector is still positive. Order book provides defensiveness Sembcorp Marine’s net order book of S$7.4b provides good earnings visibility at a time when uncertainty in the global economy has resulted in a general lack of clarity in corporate earnings outlook. We roll over our valuation to blended FY12/13F core earnings with an unchanged peg of 14x for the offshore & marine business (ex-Cosco
value of Cosco Corp in our SOTP valuation.
As such, our fair value estimate rises from
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| 27-Jun-2012 09:26 |
Seatrium
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Sembmarine
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vote of confidence |
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| 27-Jun-2012 09:13 |
Sin Heng Mach
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SIN HENG...the next MYMMMAR rush
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yoma interra all have moved..i don't see why this myanmar play won't move.. patience.. dyodd gd luck!
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| 27-Jun-2012 09:10 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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civmec reaching 90c soon..~40x PE ausgrp still at same price.. ~6x PE waiting for ausgrp to break out above 35.5c gd luck dyodd!! |
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| 26-Jun-2012 22:30 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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35.5 next resistance.. break that convincingly ..this undervalued baby will propel upwards and catch up with civmec.. gd luck dyodd.. |
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| 26-Jun-2012 16:59 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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waiting patiently for that... :)
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| 26-Jun-2012 13:58 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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civmec flying to the roof ..now 82.5c... ausgrp still stuck at its undervalued price compared with civmec.. see accumulation gg on at this price for ausgrp.. soon u will see reports out for ausgrp... gd luck dyodd..
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| 25-Jun-2012 17:03 |
IPC Corp
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Solid NTA 27c
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Company Substantial Shareholder / Director From (%) To (%) IPC CORPORATION LIMITEDMr Oei Hong Leong 21.75 23.10 |
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| 25-Jun-2012 10:07 |
AUSSINO
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Aussino Reverse Takeover
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got whack today cos of this news.. A planned $60m reverse takeover (RTO) of Singapore bed linen maker Aussino Group may not materialise as the assets planned to inject into Aussino is linked to a Myanmar businessman on a US blacklist, according to bankers and lawyers. While Singapore does not impose sanctions on Myanmar, the authorities would be cautious about letting a firm list if there are question marks about the owners and
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| 25-Jun-2012 09:34 |
IPC Corp
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Solid NTA 27c
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hope this will propel it to the 24c high like last time.. go go OHL! :)
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