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24-Jun-2013 11:06

China Minzhong / China Minzhong Food forum

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doesn't matter who.. just leave these childish fellas on their own srichipan

more importantly must learn to spot gd fundamental stocks and profit from it as much as possible

the bad posts won't affect my ability to spot gd stocks n profit from them

gd luck dyodd

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24-Jun-2013 10:18

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

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DBS (Don't Bull Shit)

While STI fell below 3100 briefly last Friday, we believe

further volatility should only result in a decline that is

moderately below 3100 (13.1x or -0.5SD12-mth forward

PE) and comfortably above 2915 (12.3x or -1SD 12-mth

forward PE).

The root cause behind the current correction comes from

the rise in bond yields due to QE3 withdrawal if the US

economic sustains recovery. S-REITs and high gearing

sectors (e.g. property) are likely to underperform the

market given the upward pressure on the risk-free rate.

During this transitional period when focus shifts away

from yield to growth but broad based growth is still

lacking, we are selective in our growth/recovery picks.

One group is the O& M stocks within the SMC space given

their low single digit forward PE valuation and double

digit growth rate in the low to mid teens. Our picks are

Nam Cheong, Ezion, Kreuz and Vard. The large cap O& M

pick is Keppel Corp.

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24-Jun-2013 08:59

Golden Agri-Res / GoldenAgr

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with the spotlight on the haze issue, better to stay out of the palm oil counters for time being

Sinar MAS has been named so GAR is one of the culprits..

fines will be issued and other measures may be taken to punish them..

gd luck dyodd

ozone2002 ( Date: 17-Jun-2013 11:21) Posted:

time for palm oil counters to shine..

Time: 11:01AM
Exchange: SGX
Stock: GoldenAgr(E5H)
Signal: Bullish MACD Crossover
Last Done: $0.585

ozone2002 ( Date: 11-Jun-2013 16:31) Posted:

one of the few stocks that defies the gravity

Time: 4:03PM
Exchange: SGX
Stock: GoldenAgr(E5H)
Signal: Resistance - Breakout with High Volume
Last Done: $0.575

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24-Jun-2013 08:44

Geo Energy Res / Geo Energy

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time for value investors to buy on the cheap again (low 40s).. gd luck dyodd

GEO ENERGY: Better profits with better mines

Written by Sim Kih

Monday, 24 June 2013 07:00

To reach Geo Energy's BEK coalmine project, the Singapore delegation flew via propeller plane over jungles and rivers from the seaport city of Balikpapan in East Kalimantan.Visuals by Sim Kih

WHAT HAPPENS to the world's largest coal exporter (Indonesia) when economic growth of the world's largest coal importer (China) loses momentum?

High stockpiles of coal inventory and sliding coal prices have caused net profits of Indonesia's largest coal mining companies (listed in Jakarta) to either nose dive or go into the red. Its largest coal producer, PT Bumi Resources, booked net loss of US$62.9 million 1Q2013.

Yet, SGX-listed coalmining specialist, Geo Energy Resources, was able to increase 1Q2013 net profit attributable to shareholders by 20% year-on-year to reach US$5.1 million.

Geo Energy's net margins had expanded 6.7 percentage points to reach 28.9%, thanks to greater revenue contribution from a new mining concession, as well as greater revenue from its mining services and equipment rental.

Dhamma-Surya-n-Tracy-Huang-

Geo Energy CEO Dhamma Surya (left) with Religare Capital Markets (HK) natural resource analyst Tracy Huang in front of coal stockpile.

The better profitability began in FY2012, when an increase in production volume from 0.8 million tonnes in FY2011 to 1.5 million tonnes in FY2012 was achieved with a less than proportionate increase in costs.

It started producing coal from its first mining concession Bumi Enggang Khatulistiwa (BEK) in February 2012.

BEK has a lower strip ratio averaging 6.5 compared to other mine sites under its coal offtake agreements.

The company's average strip ratio decreased from 16.4 in FY2011 to 7.8 in FY2012, resulting in better production efficiency.

(The strip ratio is the unit amount of overburden that must be removed to access a similar unit of coal.)

NextInsight and some analysts travelled to East Kalimantan recently to visit its coalmining projects with AmFraser and Religare analysts.

The business is helmed by two Indon Chinese families - the Melati and Surya families who jointly hold about 68% in the company.

Mark-Chow-n-Clarence-Chong

Geo Energy Chief Investment Officer Mark Zhou (right) with Religare Capital Markets investment banker Clarence Chong at open pit of coal mine.

Its appointment of a professional chief investment officer, Mark Zhou, (unrelated to the two families) speaks volumes about its long term strategy.

It has no intention of morphing into an investment holding company and the investment banker was not brought on board to dabble with stocks and commercial real estate investments.

Rather, it wants to sustain earnings growth through savvy investments in coalmining concessions and improvements in production efficiency.

Will the former third-party coalmining contractor services provider prove itself more savvy than large and established Indon coalminers in the face of sliding coal prices?

We saw its first coalmining concession at BEK, covering 4,570 hectares of coal-bearing basins of weighted average coal quality exceeding 3,400 kcal/kg in calorific value (GAR).

The BEK project has a mine life of 6 years based on 12.5 million tons of proven coal reserves. As at 31 March 2013, it had already produced about 1.4 million tons of coal for Geo Energy.

Coal with GAR values of less than 5,100 kcal/kg is considered " low rank" , priced lower and commonly used in power plants, unlike metallurgical grade coal which can be used in steel mills.

" There is demand for coal from the BEK concession which we own and operate. We have secured coal sales contracts for production scheduled from this project for the rest of the year," said Mark Zhou.


Click on arrow for a glimpse of our journey to a coalmining project in the jungle regions of East Kalimantan.
.

To increase profitability, the company intends to acquire mining concessions to higher rank coal reserves, which carry higher calorific value and therefore command better prices.

During February to April 2013, it inked conditional sales and purchase agreements to five additional mining concessions with coal quality ranging from 4,000 kcal/kg to 7,200 kcal/kg GAR as well as semi-coking coal.

Pending the independent technical reports commissioned by the vendors and shareholders’ approval, Geo Energy targets to complete the acquisitions collectively by the end of the year.

coal-rank

Reserves at Geo Energy's new coalmine concessions are mostly thermal grade coal, compared to the low rank coal in its first concession at the BEK project. It also has some semi-coking coal, which can be mixed with coking coal and sold to steel mills.

The next day, we drove 8 hours through and fro bumpy jungle dirt roads to check out the Bumi Jaya Prima Etam (BJPE) mining project, where Geo Energy is a third-party mining services provider for overburden removal, coal haulage and coal sales.

Next article: Geo Energy's business growth strategy and barrier to entry story told first-hand from the BJPE mine site.

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24-Jun-2013 08:39

China Minzhong / China Minzhong Food forum

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for the fella who gave me a bad post for this .. well u must b sucking ur thumb now since

CMZ is now 1.08 (that's 19% rise from the low of 91c in 2 weeks , beats STI in that period)

i'm here to advocate good fundamental stocks to SJ ..

and recent results have proved it..

gd luck dyodd

ozone2002 ( Date: 13-Jun-2013 10:48) Posted:

94.5 attractive price.. so tempted..

like a kid in a candy store..

cheaper is better for value investors..

gd luck dyodd

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24-Jun-2013 08:35

China Minzhong / China Minzhong Food forum

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reason why Minzhong cheong!

Maiden dividends? (CIMB)

We came away from Minzhong’s meeting with investors at our annual Asia Pacific conference with the belief that Indofood is likely to take a board seat and management may pay a dividend.

These could ease corporate governance concerns. We make no changes to our earnings estimates. We raise out target price to a 10% premium to sector average (4.5x CY14 P/E) in anticipation of a re-rating as corporate governance concern eases. Maintain Outperform with dividends as a key re-rating catalyst.

What Happened

Minzhong’s investor relations manager, Dave Tan, participated in CIMB’s annual Asia Pacific conference in Kuala Lumpur on 19-20 June. The key takeawaysfrom his meeting with investors are: 1) it will be the cultivation business rather than the processed business that will drive earnings. And to capitaliseon this, it will be ramping up industrialised farming facilities. Management is targeting to open three new facilities in Tianjin, Jiangsuand Sichuan. 2) Indofoodis likely to get a board seat but thistie-up will take time to yield significant impact on earnings. Supply contracts for the processed business can be achieved within sixmonths but the potential JV to build cultivation facilities in Indonesia will take time. 3)The board is seriously considering paying dividends in FY13 but nothing is firm yet. It is possible that Minzhong will look to match Indofood’s 40% payout over time. FY13 operating cash flow is guided to be about Rmb700m-800m.

What We Think

The key re-rating catalystswill be Indofood getting a board seat and dividends. These twoevents should ease corporate governance concerns. Although free cash flow in FY13 will be low given management guidance that free cash flow will hit a below-expectation Rmb1bn,we think dividends are still possible because of Indofood’s Rmb455m cash injection. A 10%payout would translate into a yield of 2.2%.

What You Should Do

We have an Outperform call given the strong possibility of dividends.

CIMB Analyst(s)

————————————————————————————————————————

Kenneth NG, CFA

T(65) 6210 8610

Ekenneth.ng@cimb.com

LEE Mou Hua

T(65) 6210 8600

Emouhua.lee@cimb.com

Share price info

Share price perf. (%)

1M

3M

12M

Relative

14.9

-5.2

70.8

Absolute

5.9

-9.3

81.5

Major shareholders

% held

Indofood Sukses Makmur

29.3

Management, combined stake

11.5

Franklin Resources

11.1

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21-Jun-2013 17:21

China Minzhong / China Minzhong Food forum

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Time: 5:04PM
Exchange: SGX
Stock: ChinaMinzhong(K2N)
Signal: Resistance - Breakout with High Volume
Last Done: $1.085

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21-Jun-2013 17:03

China Minzhong / China Minzhong Food forum

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now can get instant smoke porridge ..thanks to mr haze

bishan22 ( Date: 21-Jun-2013 17:02) Posted:

Huat huat..... go with hot porridge. Smiley

GorgeousOng ( Date: 21-Jun-2013 16:59) Posted:

Kiam chai....hooray!!!!

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21-Jun-2013 17:02

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

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Minzhong chiong 5% today..

laggard yamada time to ketchup!!! i loaded up yamada!!!

gd luck dyodd

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21-Jun-2013 16:58

China Minzhong / China Minzhong Food forum

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up 5 % chiong AHHHHHHHHHHH!!!

1.08 now..

gd luck dyodd

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21-Jun-2013 14:18

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

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STI component stocks will lead the charge!

gd luck dyodd

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21-Jun-2013 13:29

SinoGrandnes / Sino Grandness - a growth stock with low PE

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buy on pullback! 5xPE2014 gd luck dyodd
Sino Grandness
Wait for the Next Milestone
Buy on share price weakness.
from an all-time high of SGD1.60 to current SGD1.355 (down 15%).
However we see the recent share price weakness as a buying
opportunity. Our channel check suggests that the new products Garden
Fresh launched in 2Q13 have been well received by consumers. The
biggest catalyst, the potential Garden Fresh spinoff, also seems to be
on track. If everything carried on as smoothly as management
expected, we will very likely hear some positive news within the next six
months. At the current valuation of only 5.1x FY13 PER, we are not too
concerned about any downside risk. Reiterate BUY with TP SGD1.60.Sino Grandness share price dropped
New products, more channels.
new products at the Chengdu F& B trade show this March. Our channel
check suggests that some of the new products such as loquat-mango
juice have been quite successful. In addition, Garden Fresh also
secured some new distributors and penetrated new supermarkets in
Sichuan recently. These initiatives were launched right before the
summer season, which is the operating peak season for juice
companies. It will build a solid foundation for Garden Fresh to achieve
its full year profit target.Garden Fresh launched a series of
Potential spinoff in the making.
from SGX by the end of this year. Although there have been
no further official updates on the matter, we believe that the application
to SGX has been submitted and other preparations have been
progressing. In good case scenario, we should be able to hear some
positive news within the next 6 months. However as we pointed out
before, even if the IPO is delayed, we believe that the company has
alternative ways to settle the CBs. Recent M& A deals in the beverage
sector such as Mengniu’s acquisition of Yashili, show that it is never
difficult for good quality F& B assets to attract buyers.Management hopes to receive a preclearance
Reiterate BUY.
and potential spinoff of Garden Fresh. The stock is trading at 5.1x FY13
PER and the current valuation does not pose much downside risk.
Reiterate our BUY call and maintain our TP at SGD1.60 as we wait for
the next milestone of a successful Garden Fresh IPO.We still like Sino Grandness’s for its growth prospects
Sino Grandness – Summary Earnings Table
FYE Dec (CNY m) 2011 2012 2013F 2014F 2015F
Revenue 1019.7 1640.3 2427.7 2997.2 3522.1
EBITDA 231.9 427.8 564.7 692.0 796.8
Recurring Net Profit 151.5 289.1 392.2 483.5 556.2
Recurring Dilutive EPS (CNY) 0.5 1.0 1.3 1.6 1.9
EPS growth (%) 29.2 90.9 35.7 23.3 15.0
DPS (CNY) 0.04 0.00 0.09 0.12 0.13
PER (x) 13.1 6.9 5.1 4.1 3.6
EV/EBITDA (x) 8.9 5.2 3.9 2.6 2.1
Div Yield (%) 0.6 0.0 1.4 1.7 2.0
P/BV (x) 3.6 2.4 1.5 1.0 0.8
Net debt/(cash) 76.7 238.0 209.6 -181.1 -335.4
ROE (%) 31.2 41.3 36.4 28.4 23.7
ROA (%) 21.4 26.7 24.3 22.4 20.7
Consensus Net Profit

Source: Maybank KE370 474 600

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21-Jun-2013 10:49

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

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STI parabolic rally this morning..congrats to those who bought yesterday!

Straits Times: 3,120.50; -12.76; -0.41%

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21-Jun-2013 09:54

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

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difference is losing millions for a billionaire is like losing 100 pieces of po piah skin since he's the po

piah king.. keke :)

warrenbegger ( Date: 20-Jun-2013 22:50) Posted:

The fundamental of Yamada look beautiful, with so little liabilities.

Normally I don't play too much on S-chip, because I not sure if the fundamental is real.

But with some big balls local investor as their S-shareholder, I don't mind putting some of my spare cash in.

If I lose thousands, they will lose millions. Why not :)

ozone2002 ( Date: 12-Jun-2013 13:43) Posted:

Sam Goi is a long term investor, i have followed him on several occassions, notably lian beng when it soared from $0.3 to $0.8 during the casino hype days.

Yamada's fundamentals are looking pretty good on paper. definitely worth investing and with Sam Goi backing Yamada through yellow pages and his own investment tie up with Koh Boon Hwee, i'm sure Yamada will move much higher in time to come.

have to be patient on Sam Goi's stock, it will blossom but it takes time.

Just like all value stocks, takes time to go up to its intrinsic value, rather than fly up in short periods.

gd luck dyodd

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21-Jun-2013 09:50

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

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not promoting the book but like to emphasize on getting the fundamentals right abt investing.. investing in gd sound companies for long term is the way to wealth..

Many people spend their life working for active income. They are either ignorant or skeptical about stock investments. Even those who have invested their money, more often, entered into less effective methodology of making money in the stock market. They go for quick money gains and end up losing their net worth by speculating in the market. However, according to authors Victor Chng and Rusmin Ang, the odds can have a better likelihood if one knows what sustainable methodology to use.

In their newly revised book, Value Investing in Growth Companies: How to Spot High Growth Businesses and Generate 40% to 400% Investment Returns, Chng and Ang explore a unique way of analyzing companies using value investing strategies. This unique and simple methodology, called the ?Jigsaw Puzzle model,? is broken down into four segments, namely Business, Management, Numbers and Valuation. The authors introduce this concept for building an accurate picture of a company before deciding whether or not to invest. It also forms the basis for investors and traders who want to generate multiple returns in the area of small and fast growing companies to achieve the wealth and financial independence they want and deserve.

The strategies discussed in this book are designed to create a relatively stress-free method of creating a secondary source of income. It uses sensible and conservative investment strategies, not get-rich quick strategies, which even allow traders and investors to spare some time for their family and friends. Although the book is written for people with some investing knowledge, it uses jargon-free language that new investors and traders will be able to understand and produce a long-term sustainable result. It also offers them with ten common investing mistakes they can learn while adding value to their investment strategies. While many companies and case studies discussed in the book are catered for the Asian investors, those outside Asia can still benefit from getting to know which the growth companies in Singapore and Asia are.

Through the course of this book, the authors shed some light on some of the complicated issues in investing. This enable readers to be able to act quickly upon an investment opportunity when it arises, while having the ability to make better investment decisions. Value Investing in Growth Companies is now available at all major bookstores nationwide.

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21-Jun-2013 09:46

Seatrium / Sembmarine

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4.22 gd!

get ready to buy in..

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20-Jun-2013 15:40

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

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Goldman sacs copy my intention that i posted this morning..
Executive Summary (Goldman Sacs)
QE tapering fears have sparked a corrective phase for Asian regional equity markets,
which have fallen over 11% from early May highs. Barring significant erosion in the
growth outlook, we gauge downside risk to be around 5%-8%, and view this selloff as
an opportunity to build positions. The recovery, however, is likely to be more muted
than is typically the case because markets need evidence of improving growth and
this will take some time. We focus on Korea, banks vs. defensives, and stocks that
tend to fare well during rising rate environments.

classes. Equities are off 11%, with selling most pronounced in ASEAN. Financials,
commodity cyclicals and defensives have fallen 10%-14%. Currencies have been
hit, notably AUD and INR. Bond yields have risen, especially Indonesia long rates.Widespread correction. The selloff in Asia has engulfed all markets and asset

mood. The principal catalyst is the back-up in US rates as investors price in the
eventual exit from QE. Lack of a growth offset is the second reason: Asian equity
markets are taking the ‘pain’ of higher US rates before they feel the compensating
‘gain’ of better growth. Heavy investor positioning, notably in ASEAN, is the third
factor, which has intensified the decline. The final reasons are external
vulnerabilities, such as current account deficits in India and Indonesia, and
contagion effects- both across asset classes and geographies.Drivers of the decline. We see five interlinked reasons for the shift in market

differences in the internal composition of this selloff compared to past corrective
episodes, and these have investment implications as we look forward into 2H2013.
In particular, North Asia has outperformed ASEAN, and domestic and global
cyclicals have fared better than defensives and rate plays.Different internals point to different responses. There are several important

regional equities at roughly 5%-8%. Valuations are low (11.2x 12-m forward P/E,
1.6x trailing book) and are close to past ‘minor’ correction lows. Foreign selling is
approaching levels that typify previous downturns. Earnings risk is moderate as
long as our macro outlook holds. Our 12-m target now implies 25% upside, driven
by low teen earnings growth and a moderate valuation recovery. Historically, 6-
12m returns have been strong from current valuation levels.Moderate downside risk favorable risk/reward. We estimate the risk for

recovery off the trough than typically occurs: markets need evidence of improving
growth and this will take some time. By market, we advocate accumulating Korea.
Thematically, we recommend banks vs. defensives, which is part of the dividend
cyclical area we favor. Stock-wise, we highlight ASEAN stocks that are
fundamentally sound and have been sold down too much, as well as a long/short

list of names that tend to do well/poorly in rising rate environments.Four tiers of implementation conclusions. Regionally, we expect a less dramatic

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20-Jun-2013 15:28

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

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N repeat again :) back to 24.5-25 range

gd luck dyodd

ozone2002 ( Date: 19-Jun-2013 23:03) Posted:

gd strategy... hit 27c

:) 10+% gain

ozone2002 ( Date: 12-Jun-2013 16:29) Posted:

time to use this strategy again.. Q-ing @ 24c to buy..

gd luck dyod

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20-Jun-2013 09:19

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

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i recommend buying on dip

if QE tapering is done because the economy is getting better then all the more it should be gd news to stocks..

gd luck dyodd

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19-Jun-2013 23:03

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

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gd strategy... hit 27c

:) 10+% gain

ozone2002 ( Date: 12-Jun-2013 16:29) Posted:

time to use this strategy again.. Q-ing @ 24c to buy..

gd luck dyodd

ozone2002 ( Date: 16-May-2013 09:25) Posted:

This has been yoyo-ing between 24-27 range.. now 24c..

buy low sell high strategy (~approx > 10% gains if played within the range)

gd luck dyodd

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