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01-Jul-2013 10:25

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Sino grandness up 15c.. 11+%..

hope this can rub off on Yamada on Minzhong

gd luck dyodd

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01-Jul-2013 10:24

SinoGrandnes / Sino Grandness - a growth stock with low PE

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Last:1.43 Vol:3365k

+0.15

super fly!! what happened?????

gd luck dyodd

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01-Jul-2013 09:20

Seatrium / Sembmarine

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DJ Sembcorp Marine: Unit Secured Two Rig Building Contracts Worth US$417 Million (2013/07/01 07:33AM) -------------------------------------------------------------------------------- SINGAPORE--Sembcorp Marine Ltd. (S51.SG) Monday said that its PPL Shipyard unit has secured two rig building contracts worth a total of US$417 million from Petroleros Oro Negro, S.A.P.I. de C.V. In a filing to the Singapore Exchange, Sembcorp Marine said that the rigs are scheduled for delivery at end July 2015 and end of third quarter 2015. The contracts are not expected to have any material impact on the consolidated net tangible assets and earnings per share of Sembcorp Marine for the year ending December 31, 2013, the company said.

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01-Jul-2013 09:18

SoundGlobal / Sound Global Ltd (formerly: Epure)

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Time: 8:58AM
Exchange: SGX
Stock: SoundGlobal(E6E)
Signal: Bullish MACD Crossover
Last Done: $0.67

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01-Jul-2013 08:57

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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today some more lucky people will get it at 23.5c

gd luck dyodd

ozone2002 ( Date: 28-Jun-2013 15:56) Posted:

STI fly 36 points..wow

yamada being sold down.. those who got @ 23.5 got it at a gd price

gd luck dyodd

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28-Jun-2013 15:56

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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STI fly 36 points..wow

yamada being sold down.. those who got @ 23.5 got it at a gd price

gd luck dyodd

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28-Jun-2013 14:11

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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yum yum many sellers letting go @ 24c..

STI fly 30+ points..

hungrygowhere..yum yum

gd luck dyodd

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28-Jun-2013 09:42

Nam Cheong / Nam Cheong

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Shipyard in insurer’s clothing

Using Chinese yards to support its build-to-stock business model, Nam Cheong is like an insurer, underwriting customers’ construction and market risks. For the risks it takes on, Nam Cheong enjoys high vessel sales as well as superior profitability and returns vs. Singapore peers.

Given Malaysian E& P spend and a raising OSV market, we project a 3-year EPS CAGR of 15%. The group has bolstered its balance sheet and its newbuild programme is backed by long-term debt. Hence, liquidity risks are mitigated if the OSV market plunges. We initiate Nam Cheong with an Outperform and target P/E of 8x CY14 (15% premium to peers’ average). Potential catalysts are stronger-than-expected vessel sales and earnings beat.

Malaysia’s largest OSV builder

By turnover, Nam Cheong is Malaysia’s largest offshore support vessel (OSV) builder. The group has over 20 years of track record in building OSVs and has delivered over 80 vessels since 2007. Using Chinese yards to support its build-to-stock business model, Nam Cheong has achieved a 3-year average gross margin of 19% vs. Singapore peers’ 9%. In terms of ROE, it achieved a 3-year average of 30% vs. Singapore peers’ 7%. Although build-to-stock is not unique to Nam Cheong in Malaysia, the company stands out with its close relationships with Malaysian OSV owners.

Rosy outlook

Malaysia’s Petronas has budgeted RM300bn (US$100bn) in E& P spend over 2012-17, up 70% from the previous five years, to arrest a production decline and boost reserves. Initiatives such as marginal and deepwater field developments as well as enhanced oil recovery mean more work for the Malaysian OSV sector. Given the improving OSV market, Nam Cheong has launched its most ambitious newbuild programme to date, which should propel earnings growth.

Still cheap vs. peers

Although its share price surged 96% in 2012, Nam Cheong trades at 6x CY14 P/E on a 3-year EPS CAGR of 15%. Singapore OSV builders are trading at 7x on flat earnings. Also, our cross-sectional P/BV to ROE regression analysis shows that the stock is relatively undervalued.

Nam Cheong

COMPANY NOTE

NCL SP / NMCG.SI

Current

S$0.27

SHORT TERM (3 MTH)

LONG TERM

Market Cap

Avg Daily Turnover

Free Float

Target

S$0.35

US$446.4m

US$1.98m

49.7%

Prev. Target

N/A

S$567.8m

S$2.48m

2,103 m shares

Up/Downside

28.2%

Conviction|

|

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28-Jun-2013 08:57

Yoma Strategic / YOMA

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Yoma Strategic Holdings Limited announced that the Digicel consortium is disappointed to have been notified that it has not been successful in securing one of the two nationwide telecommunications licences on offer in Myanmar. Digicel remains committed to exploring commercial opportunities in Myanmar and will be evaluating these on an ongoing basis. (Closing price: -, -%)

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28-Jun-2013 08:20

China Minzhong / China Minzhong Food forum

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yay now got a bit of cheap cheap ..1.03 :)

hope can be cheap cheap-pest! keke

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28-Jun-2013 08:18

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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i'm not worried abt the day to day gyration of the stock..

Sam Goi is a long term investor, he said it himself and proved it himself in many stocks that he has

previously bought..

any price weakness would be an opportunity to accumulate..

gd luck dyodd

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28-Jun-2013 08:16

Yoma Strategic / YOMA

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knee jerk likely today on loss of Telco.. think DBS analyst did a gd job in recommending a 74x PE

stock.....

got oil well but never strike oil..well done!

ozone2002 ( Date: 27-Jun-2013 10:59) Posted:

i like DBS analyst..recommending to buy a stock which is 75x PE!!! good job!!

BUY S$0.96 STI : 3,104.40

Price Target : 12-Month S$ 1.08

Analyst

TAN Ai Teng +65 6398 7967

AiTeng@dbsvickers.com

Price Relative

251

451

651

851

1051

0.0

0.2

0.4

0.6

0.8

1.0

Jun-09 Jun-10 Jun-11 Jun-12 Jun-13

S$ Relative Index

Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)

Forecasts and Valuation

FY Mar (S$ m) 2011A 2012A 2013A 2014F

Revenue 11 39 60 99

EBITDA 3 8 13 37

Pre-tax Profit 2 6 16 37

Net Profit 3 6 14 18

Net Pft (Pre Ex.) 3 6 11 18

EPS (S cts) 0.5 1.1 1.3 1.6

EPS Pre Ex. (S cts) 0.5 1.1 0.9 1.6

EPS Gth (%) 419 117 10 27

EPS Gth Pre Ex (%) 365 142 (17) 70

Diluted EPS (S cts) 0.5 1.1 1.3 1.6

Net DPS (S cts) 0.0 0.5 0.5 0.5

BV Per Share (S cts) 24.7 25.7 31.3 32.4

PE (X) 181.6 83.9 75.9 59.7

PE Pre Ex. (X) 202.5 83.9 101.3 59.7

P/Cash Flow (X) 493.7 26.4 nm 11.8

EV/EBITDA (X) 146.8 63.2 79.7 30.0

Net Div Yield (%) 0.0 0.5 0.5 0.5

P/Book Value (X) 3.9 3.7 3.1 3.0

Net Debt/Equity (X) 0.0 CASH CASH CASH

ROAE (%) 2.2 4.5 5.9 5.0

Source of all data: Company, DBS Vickers, Bloomberg Finance L.P

Myanmar delays telco licenses

• Postponed until new telco law is passed

• Bids may require local participation

•

raise concerns on government’s ability to executeHopefully, delay will not be long drawn as it could

•

S$1.08 TPNo earnings impact on Yoma Maintain BUY and

Myanmar has delayed award of the two telco licenses

scheduled to be announced today.

Parliament voted to delay awarding the licenses until a new

telecommunications law governing the industry is passed.

Members of the Parliament agreed that the " industry risked

being monopolised" if the winners of the

telecommunications license were announced before a new

telecommunications law is passed in the country.

In addition, it was also proposed that only foreign

companies with a local joint-venture partner should be

granted a telecommunications license, although it is unclear

whether this new rule will be adopted. Some of the foreign

bidders, including a consortium of Orange and Japan's

Marubeni Corp. and Bharti Airtel, are competing for a

license without a local partner.

The Telecommunications Operator Tender Evaluation and

Selection Committee is the independent body that oversees

the bid but members of Parliament said that the decision

from its lower house would override the authority of the

Telecommunications Operator Tender Evaluation and

Selection Committee. Hence, it is now unclear when the

winners will be announced.

Although bureaucratic delays are common in frontier

markets, we hope that the delay will not be for too long as

these developments - telecom networks and airports - are

the new government's first attempts to revamp the country.

It is crucial that the government shows that they are able to

plan and execute the country's development forward.Yesterday, Myanmar’s

No earnings impact on Yoma

earlier reports, we do not expect and have not imputed into

our forecast any earnings impact from this telco bid.

Maintain BUY and S$1.08 TP.. As mentioned in our

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27-Jun-2013 14:04

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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How the 'Popiah King' became a billionaire

It was a gesture of goodwill that led 62-year-old billionaire Sam Goi to his #12 spot in Forbes Asia's Singapore's 40 richest list this year, but his entrepreneurial streak was what carried him through.

Despite being known as the 'Popiah King', food was not what Mr Goi set out to do when he first ventured into business.

Born to a farmer from China's Fujian province, Sam Goi migrated with his family to Singapore when he was six. They lived in Geylang, where they lived in a one-room tenement and where his father opened a small grocery store.

After dropping out of high school, he did odd jobs at a mechanical repair shop while also helping his father at the store. It was here at this repair shop that he found out that he had a knack for fixing machines.

His first business venture was, fittingly enough, his own repair shop, which he financed through a loan from his father. However, it closed in less than a year.

He did not give up. He was able to raise enough money through the informal Chinese community lending network to start the same business, now called Sing Siah. In four years, his revenues had grown to half a million dollars, and he started a new business to repair ships at the Jurong Shipyard. These two businesses kept flourishing, with multi-million dollar revenues that enabled him to employ 400 people.

It was his third business, however, that made him a billionaire.

When he moved to an industrial zone, he stumbled upon a factory which had a unit that was struggling, with feuding partners. The product: popiah skins. He bought a controlling stake from the owners, who he had earlier befriended. He later bought out his partner, who had started a similar business in Malaysia. By 1980, he had full control of Tee Yih Jia.

From a small operation employing 23 people who could produce 3,200 wraps a day, it is now a frozen foods empire with estimated revenues of US$1.3 billion (S$1.6 billion) that produces 35 million pieces of popiah skins daily in factories in Singapore, China, Malaysia, and the US.

These are sold under the company's Spring Home Brand, and are distributed internationally, together with other products like roti paratha, Indian samosas, glutinous rice balls, and prawn balls.

In 2006, he handed over operations to his US-educated children, and is now going into property in China.

He told Forbes Asia: " I'm a simple man who started in a small way with the humble popiah, but now we've gone far beyond that."

Source: Forbes Asia

ellenja@sph.com.sg

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27-Jun-2013 11:52

Yoma Strategic / YOMA

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x 0

just like oil well, whether u strike oil or not is another gamble..gd luck..:)

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27-Jun-2013 10:59

Yoma Strategic / YOMA

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x 0

i like DBS analyst..recommending to buy a stock which is 75x PE!!! good job!!

BUY S$0.96 STI : 3,104.40

Price Target : 12-Month S$ 1.08

Analyst

TAN Ai Teng +65 6398 7967

AiTeng@dbsvickers.com

Price Relative

251

451

651

851

1051

0.0

0.2

0.4

0.6

0.8

1.0

Jun-09 Jun-10 Jun-11 Jun-12 Jun-13

S$ Relative Index

Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)

Forecasts and Valuation

FY Mar (S$ m) 2011A 2012A 2013A 2014F

Revenue 11 39 60 99

EBITDA 3 8 13 37

Pre-tax Profit 2 6 16 37

Net Profit 3 6 14 18

Net Pft (Pre Ex.) 3 6 11 18

EPS (S cts) 0.5 1.1 1.3 1.6

EPS Pre Ex. (S cts) 0.5 1.1 0.9 1.6

EPS Gth (%) 419 117 10 27

EPS Gth Pre Ex (%) 365 142 (17) 70

Diluted EPS (S cts) 0.5 1.1 1.3 1.6

Net DPS (S cts) 0.0 0.5 0.5 0.5

BV Per Share (S cts) 24.7 25.7 31.3 32.4

PE (X) 181.6 83.9 75.9 59.7

PE Pre Ex. (X) 202.5 83.9 101.3 59.7

P/Cash Flow (X) 493.7 26.4 nm 11.8

EV/EBITDA (X) 146.8 63.2 79.7 30.0

Net Div Yield (%) 0.0 0.5 0.5 0.5

P/Book Value (X) 3.9 3.7 3.1 3.0

Net Debt/Equity (X) 0.0 CASH CASH CASH

ROAE (%) 2.2 4.5 5.9 5.0

Source of all data: Company, DBS Vickers, Bloomberg Finance L.P

Myanmar delays telco licenses

• Postponed until new telco law is passed

• Bids may require local participation

•

raise concerns on government’s ability to executeHopefully, delay will not be long drawn as it could

•

S$1.08 TPNo earnings impact on Yoma Maintain BUY and

Myanmar has delayed award of the two telco licenses

scheduled to be announced today.

Parliament voted to delay awarding the licenses until a new

telecommunications law governing the industry is passed.

Members of the Parliament agreed that the " industry risked

being monopolised" if the winners of the

telecommunications license were announced before a new

telecommunications law is passed in the country.

In addition, it was also proposed that only foreign

companies with a local joint-venture partner should be

granted a telecommunications license, although it is unclear

whether this new rule will be adopted. Some of the foreign

bidders, including a consortium of Orange and Japan's

Marubeni Corp. and Bharti Airtel, are competing for a

license without a local partner.

The Telecommunications Operator Tender Evaluation and

Selection Committee is the independent body that oversees

the bid but members of Parliament said that the decision

from its lower house would override the authority of the

Telecommunications Operator Tender Evaluation and

Selection Committee. Hence, it is now unclear when the

winners will be announced.

Although bureaucratic delays are common in frontier

markets, we hope that the delay will not be for too long as

these developments - telecom networks and airports - are

the new government's first attempts to revamp the country.

It is crucial that the government shows that they are able to

plan and execute the country's development forward.Yesterday, Myanmar’s

No earnings impact on Yoma

earlier reports, we do not expect and have not imputed into

our forecast any earnings impact from this telco bid.

Maintain BUY and S$1.08 TP.. As mentioned in our

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27-Jun-2013 09:49

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

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STI up 30 points abt 1%.. lifted by singtel's rise..

rally not broad based.. have to be wary..

gd luck dyodd

Straits Times: 3,138.30; +33.90; +1.09%

ozone2002 ( Date: 27-Jun-2013 09:25) Posted:

wonder where are all the market participants and players..

volume so low...hmmmmmmm

only GAR n singtel being the more active counters

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27-Jun-2013 09:25

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

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wonder where are all the market participants and players..

volume so low...hmmmmmmm

only GAR n singtel being the more active counters

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27-Jun-2013 09:01

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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it's old news..i have posted 2 weeks ago

ozone2002 ( Date: 12-Jun-2013 12:59) Posted:

Global Yellow Pages: Takes 18.57% Stake In Yamada.

12 Jun 2013 11:49 GYP enters into a share swap agreement with Yamada's Chairman and CEO, whereby GYP will issue 11.16% new shares to the latter in exchange for a 8.25% stake in Yamada. Mr Sam Goi Seng Hui forges strategic alliance between GYP and Yamada by reducing his stake in Yamada...

Attachments:

PressRelease120613.pdf

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26-Jun-2013 16:50

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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yum yum got more @ 24.5 :)

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26-Jun-2013 14:34

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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steady @ 25c.. 647 lots done

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