Latest Posts By ozone2002
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| 16-May-2012 11:24 |
Keppel
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keppel Corp
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losing its gains from yesterday.. waiting @ below $10 to grab.. come to papa :) |
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| 15-May-2012 16:54 |
Keppel
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keppel Corp
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now up 23c......power ! can't hide fat fat order books from blue chip value investors..
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| 15-May-2012 13:37 |
Seatrium
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Sembmarine
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both rig builders up today..with kep corp leading the race..hope this is rebound.. be it dead cat or alive.. :) gd luck dyodd.. |
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| 15-May-2012 13:33 |
Keppel
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keppel Corp
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Singapore shares inched higher by midday, reversing earlier losses on bargain hunting in oversold stocks such as Neptune Orient Lines (NOL), but gains were capped by worries over the political turmoil in Greece. The benchmark Straits Times Index (STI) rose 0.2 percent to 2870.58, rebounding from an intraday low of 2,850.61. " The STI touched a key support level near 2,850, its 200-day moving average and rebounded from there. Some investors are looking for bargains in the blue chips, as the market could be slightly oversold," said Ng Kian Teck, lead analyst at SIAS Research. Ng said he saw strong interest in defensive companies such as Singapore Telecommunications Ltd or those with visible and strong earnings like Keppel Corp. SingTel was up 1.3 percent at S$3.21 and was the most actively traded stock, while rig builder Keppel Corp rose 1.8 percent to S$10.27. Container shipping firm NOL was the top gainer on the STI, rising 2.4 percent to S$1.07, snapping four straight days of losses. NOL shares have lost nearly 5 percent since the start of the year, underperforming the STI's 8.5 percent gain over the same period. |
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| 15-May-2012 10:22 |
Keppel
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keppel Corp
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kep corp flying.. up 16c 1.6%.. should have gone in yesterday for a quickie patience is a virtue
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| 14-May-2012 16:30 |
Keppel
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keppel Corp
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kep corp $10... very tempting.. fat fat order books but price down down down.. yummy monitoring to go in below $10.. gd luck dyodd.. |
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| 14-May-2012 15:48 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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china cut RRR it's a buy.. dyodd gd luck! |
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| 14-May-2012 15:19 |
Seatrium
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Sembmarine
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have la..u don't want to part with it that's all :) keke
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| 14-May-2012 11:16 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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STI broke the 2906 support last week we think that this signals the end to the rally that started late December last year. We see potential downside to 2785. STI has fallen below the 200 EMA but we are not alone others in Asia eg Hang Seng Index and KOSPI have also fallen below. On the valuation front, the STI is also testing the 0.5SD FY12 PE at 13.5x. The last time the index went below this level was in August last year, on the back of the Europe crisis and the collective
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| 14-May-2012 09:45 |
Seatrium
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Sembmarine
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$3? i will show hand on sembmar if it reaches that price.. but i doubt it will unless something catasrophic happens.. | ||||
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| 11-May-2012 15:13 |
Seatrium
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Sembmarine
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if situation worsens more margin calls on the way..resulting in more price erosion.. i'm waiting there to grab cheap stocks with gd fundamentals.. |
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| 11-May-2012 12:00 |
Seatrium
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Sembmarine
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price weakening ..now 4.56 time to scoop up some.. dyodd gd luck! |
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| 10-May-2012 11:38 |
Seatrium
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Sembmarine
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can't get at the lowest or bottom.. but u know u are getting it near bottom that's good enough.. don't have to be so kiasu la.. :) no problem..sometimes market players get caught up by the excitement or fear that they throw out fundamentals altogether.. i'm just here to keep everyone cool headed so they can think clearly :) gd luck dyodd.. :) |
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| 10-May-2012 10:38 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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37..chug chug slowly..choo choo! | ||||
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| 10-May-2012 10:32 |
Seatrium
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Sembmarine
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Sembcorp Marine Still on Track Lower due to timing issues. profit dipped by 26% YoY and 37% QoQ to SGD113.1m, coming in lower than our expectations. However, the variance was mainly due to timing of revenue recognition and lower initial margins from new design jack-up rigs, which does not represent underperformance. We are keeping our full-year forecasts largely intact and expect stronger quarters ahead. Maintain BUY and target price of SGD6.20. Sembcorp Marine’s (SMM) 1Q12 netNormalising margins. this quarter. Other than the normalisation of margins as high-value contracts are depleted, the other factor was the initial lower margins for new design rigs. As the year progresses, Management expects margins to improve with revenue recognition from more rig units. SMM believes that overall operating margins should come in at about 15% for the year, which is consistent with our forecast. Operating margins fell by 3.2ppts YoY to 12.8%Strong orderbook. stretching up till 2Q15. SMM has secured about SGD3.0b of new contacts YTD and we are forecasting a total of SGD11.5b in new contract wins for FY12. SMM is still in negotiations with regard to the terms of Petrobras-related contracts which we estimate to be worth SGD5.0b. Nevertheless, we believe it is a matter of time before SMM secures the contracts. Net orderbook stood at SGD7.4b with deliveriesOptimistic outlook ahead. outlook and order guidance. Sturdy market fundamentals in the offshore sector have kept enquiry pipelines at a healthy level and potential orders are expected to come from across all sectors. This has reinforced our confidence in our order win assumptions. There also appears to be no problems with banks extending financing to SMM’s customers. We sense strong optimism in SMM’sRemain positive, order wins to drive share price. positive on SMM and expect order win momentum to be the key catalyst to drive share price higher. Our target price is maintained at SGD6.20 based on our SOTP-based valuation. Maintain BUY. We remainSembcorp Marine – Summary Earnings Table FYE Dec (SGD m) 2010 2011 2012F 2013F 2014F Revenue 4,554.9 3,960.2 4,730.7 5,406.5 7,483.5 EBITDA 1,025.8 823.4 841.2 957.7 1,233.0 Recurring Net Profit 860.3 751.9 693.6 758.3 971.8 Recurring Basic EPS (SGD cts) 41.8 36.6 33.7 36.9 47.3 EPS Growth (%) 22.9 (12.6) (7.7) 9.3 28.2 DPS (SGD cts) 36.0 25.0 23.0 23.0 23.0 PER (x) 11.4 13.1 14.2 13.0 10.1 EV/EBITDA (x) 8.5 10.9 10.9 9.9 7.6 Div Yield (%) 7.5 5.2 4.8 4.8 4.8 P/BV(x) 3.8 4.1 3.8 3.4 2.9 Net debt/(cash) (SGD m) (2,907) (1,955) (1,610) (1,384) (2,414) ROE (%) 38.4 30.0 27.7 27.7 31.0 ROA (%) 17.3 14.6 12.9 12.6 13.3 Consensus Net Profit (SGD m) 686.2 751.0 811.8
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| 10-May-2012 09:13 |
Seatrium
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Sembmarine
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went as low as 4.53 managed to scoop up some..to average down.. buying up to 10 lots..i don't buy at one shot.. so in a way i average down.. very good value with the fat order books it has.. gd luck dyodd
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| 10-May-2012 09:09 |
Avarga
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UPP
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peter lim reducing his stake
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| 09-May-2012 18:05 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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fundamentally very sound! :)
Ausgroup Q3 profit up 133% on higher margins
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Singapore-listed Ausgroup Limited on Wednesday said its net profit for the third quarter ended March 31, 2011 rose 133.1 per cent year-on-year to A$6.79 million (US$6.9 million), on improved profit margins. Revenue increased17.6 per cent to A$182.25 million from a year ago, due to higher activity levels in the integrated services segment and the manufacturing and fabrication segments. Revenue for the nine months to March remained steady compared to prior year, with a marginal increase of 0.6 per cent to A$456.7 million. Gross margins increased from 8.4 per cent during the third quarter of FY2011 to 11.2 per cent during the third quarter of FY2012. The increase is due to improved margins earned within the major projects segment in the third quarter. |
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| 09-May-2012 18:03 |
Seatrium
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Sembmarine
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SINGAPORE - Sembcorp Marine Ltd, the world's second-largest rig builder, reported a 25 per cent drop in first quarter net profit on Wednesday, partly due to lower margins on the rigs it delivered compared to a year ago. The company, which competes with the world's largest rig builder Keppel Corp, had net profit of S$113 million (US$90.45 million) for the three months ended March 2012, down from S$151 million a year earlier. " With offshore drilling moving towards deeper waters and harsher environments, we continue to see strong enquiries for semi-submersibles, drillships and harsh-environment units," the company said in a statement. -- REUTERS |
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| 09-May-2012 15:56 |
Seatrium
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Sembmarine
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from DBS report today Sembcorp Marine secures US$208m jack-up order. SMM’s subsidiary, PPL Shipyard, has secured a US$208m contract to build a Pacific Class 400 jack-up rig, along with an option for a similar unit, worth US$210m, with adjustments to certain cost escalations. This contract was awarded by Perisai (L) Inc, a wholly-owned subsidiary of Perisai Petroleum Teknologi Bhd. Delivery of this unit is scheduled for end-July 2014 the option unit, if exercised, has a delivery date of 2Q 2015. This order is SMM’s sixth order for the year, and it brings its FY12 YTD order wins to S$3.0bn, on track to meet our full-year order wins assumption (ex-Petrobras) of S$6.0 bn. This contract win also marks the eighth pacific Class 400 jack-up ordered since 2010. Maintain BUY. for yards could continue to be strong, especially for rigs intended for deepwater and harsh environment. SMM remains a leading contender for six Petrobras rigs (worth up to US$4.8bn, not yet factored in our order-win assumptions), as well as contracts for the integration of at least two FPSO projects from Petrobras, each estimated to be worth > US$500m (refer to our Singapore Rigbuilders
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