Latest Posts By ozone2002
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About ozone2002
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| 17-Jun-2013 09:15 |
Vard
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Vard Holdings
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Focus will be on O& M plays. CIMB sent out a O& M report that focus will be on this industry my picks Vard @ low $1 & Semb Mar @ 4.2+ to ride the trend.. gd luck dyodd |
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| 17-Jun-2013 09:11 |
Seatrium
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Sembmarine
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| 14-Jun-2013 13:43 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Think Singapore (CITIBANK) Alert: Singapore Nearly Back at an Attractive Entry Level risen sharply (Fig 1), reaching just above the 5-year average of 2.1%. Better GDP growth (we recently raised 2013’s GDP forecast to 2.3%, more details in Citi’s economist Wei Zheng Kit’s note possibility of the US tapering its QE program plus a stronger US$ are likely contributors. While rising 10Y yields have initially caused weakness among REITs and yield stocks in Singapore, recent concerns about the current-account deficit in Indonesia have increased worries. The STI Index has lost nearly 10% in a month and is now flat YTD. Singapore’s economy is linked to Indonesia’s via exports, banking (trade finance, wealth management), property ownership, tourism as well as the medical tourism segment. Singapore's 10Y government bond yields rise to 5-year average — Yields haveSingapore Macro Flash), discussions on the back to its mean of 15x PER vs. +0.5 SD only a month back, just about 4% away from 14.2x PER -0.5SD (3000 STI Index). Assuming no regional contagion that leads to a sharp decline in asset values, we would be looking at this as a relatively attractive entry level for investors given the anticipated cyclical recovery for Singapore in 2H13. Post the GFC, Singapore’s key support level during the Euro crisis in Oct 2011 has been 13x PER -1SD (~2700 STI Index). Expectations in Singapore are benign - within our coverage universe, flat aggregate EPS trends are expected for 2013, growing into a modest 8% in aggregate EPS growth for 2014E. Our Earnings Revisions Count ratio (ERC, the upgrade vs downgrade count) is in mildly negative zone at -10% (vs -16% at end-Feb post 2012 results – see Fig 4). Singapore nearly back at an attractive entry level — STI Index valuation is now been strong YTD, a decline of 30% YoY (see Fig 3) is similar to the weakest point during the Euro crisis. At its weakest point, Singapore’s electronics exports declined to -40% YoY during the tech bust more than a decade ago as well as during the GFC. This suggests cyclical drivers are likely in 2H13E. A bottom in electronics exports has historically led Singapore’s GDP and stock-market recovery cycles. Electronics exports bottoming — While Singapore’s electronics exports have not Our view remains that the rig cycle remains intact despite volatility in oil prices and believe orderbook momentum can continue in 2H13, with margin resilience. 2) 3 key stock picks when we return to stock-picking mode — 1) Keppel Corp:UOBhas retraced by ~10% and has come back to levels where there is positive ETR. 3) HK Land risk of rising interest rates impacting cap rate valuations, we are already using a cap rate of 5.0% vs the firm’s 4.25%. Within a stronger US$ environment, we would also
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| 14-Jun-2013 10:52 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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DBS STI found short-term low at 3100, scope for an initial rebound to 3200. We believe that STI’s correction has touched a short-term low off the 3100 level that coincided with the 13.1x (-0.5SD) 12- mth forward PE level. The Singapore McClellan short-term market breadth indicator fell to -58 yesterday, which is the lowest reading since August 2011 and near to the extreme oversold reading of -70. This adds to the list of oversold technical indicators that includes the stochastic and RSIs. Scope for an initial rise to c.3200. The decline in SREITs should also stabilize heading into next week’s FOMC meeting and as more of them have fallen closer to their respective Nov12 lows that opens up trading Buy opportunities. Our analyst’s picks are MCT, MGCCT, FCOT, Cache, AREIT and MIT. Our regional strategist expects US bond yields to fall and trigger a rebound in equities in the near-term as equity valuations are more attractive now. QE tapering is unlikely to start until December, but regardless, QE exit should be positive for equities as bond funds shift to equities. US markets rebounded after May retail sales (actually 0.6%, consensus 0.4%) and weekly initial jobless claims (actual 334k, consensus 346k) came in better-than-expected and on the hope that FED will maintain low interest rates. May’s PPI scheduled for release today is expected to read a tame 0.1%
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| 14-Jun-2013 09:03 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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lots of stocks rebounding today.. STI is mega oversold! may want to take some profit for the weekend gd luck dyodd
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| 14-Jun-2013 08:48 |
Seatrium
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Sembmarine
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opening 4.28?? jump of 14c? what the hell! y jump so much
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| 13-Jun-2013 16:12 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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STI rebound from -50 to -19.. did u buy cheap cheap? :) gd luck dyodd
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| 13-Jun-2013 16:10 |
China Minzhong
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China Minzhong Food forum
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from 91c jump to 94c why never hit me @ 90c :(
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| 13-Jun-2013 13:36 |
Yoma Strategic
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YOMA
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now u know why i won't buy something tat's 42x PE.. drop 10% from $1 now 90c Time: 12:31PM Exchange: SGX Stock: Yoma(Z59) Signal: Support - Broken with High Volume Last Done: $0.895
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| 13-Jun-2013 13:10 |
China Minzhong
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China Minzhong Food forum
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when there are sellers, there are buyers to match.. if market is so bad, guess who are the ones that are buying.. gd luck dyodd |
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| 13-Jun-2013 11:53 |
GLD USD
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Gold going up this year?
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Time: 10:55AM Exchange: SGX Stock: GLD 10US$@(O87) Signal: Resistance - Breakout with High Volume Last Done: $134.76 |
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| 13-Jun-2013 11:51 |
SinoGrandnes
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Sino Grandness - a growth stock with low PE
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drop so little... hope it can go back to the price i bought 50c :) | ||||
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| 13-Jun-2013 11:48 |
China Minzhong
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China Minzhong Food forum
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the bigger the price fall the cheaper it gets! capitalize on bad market sentiment 90c i'm waiting |
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| 13-Jun-2013 11:16 |
Yamada Green Res
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Yamada-Since it IPO at 0.22c-good response
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this one green green in bloody red sea.. Sam Goi power! now up 25.5 |
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| 13-Jun-2013 10:51 |
Yamada Green Res
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Yamada-Since it IPO at 0.22c-good response
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oei STI drop 50 points yamada never drop ah.. still 24c how i get cheaper like that..so controlled this stock.. unfair advantage......... gd luck dyodd |
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| 13-Jun-2013 10:48 |
China Minzhong
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China Minzhong Food forum
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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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| 13-Jun-2013 10:43 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Strategy | PDF How low can the FSSTI go? UNDERWEIGHT - Maintained Author(s): Kenneth NG, CFA, ▊ The FSSTI has fallen 9% from its mid-May peak. We were positive on the FSSTI for most of 2012 but turned cautious in Dec 2012 prior to our Underweight rating in March 2013. Having given up all its gains YTD, any further fall in the FSSTI will drive a more positive view. We remain Underweight on Singapore for now, with an unchanged end-2013 FSSTI target of 3,460 (bottom-up). The stocks that have fallen the most in the past month are REITs, developers, STE, DBS, M1, Starhub and Noble. We prefer non-REIT yield stocks, developers and banks to REITs, telcos and commodity stocks. Our top picks are DBS, Thai Bev and UOL. UOL, STE and CAPL look particularly attractive after their respective corrections. What Happened Fears of a liquidity withdrawal have snowballed into falling global equity markets. Sentiment has turned increasingly fragile. The FSSTI got close to our end-2013 target in May before shedding 9%. Investors are trying to get some sense of the level at which the FSSTI will bottom out in this sell-off and which stocks to bargain hunt. What We Think We think it is unlikely that current fears of ‘liquidity withdrawal’ and rising rates will drag valuation multiples below post-crisis valuation troughs (2011-12) unless concerns transpire into bigger issues, such as doubts about sovereign solvency. Ignoring 2009 valuation multiples as less relevant, we use 2011-12 trough valuation multiples as a guide, to extrapolate a valuation floor. On a 12M forward rolling P/E basis, the FSSTI bottomed at 11.9x P/E in 2011 (2,529), which is equivalent to 2,740 today. On a P/BV basis, the FSSTI bottomed at 1.37x P/BV, which translates to 2,955 now. What You Should Do We think that it is still too early to bottom-pick, though individual stock valuations are starting to look attractive. Our current Underweight rating on the FSSTI will turn more positive one, on falls below the 3,000 level. We will be fully invested if the FSSTI falls below 2,800. Our top picks are AREIT, BIG, CAPL, DBS, EZI, GLP, SATS, STE, TAT, THBEV, UOL and VARD. Of our top picks, the stocks that have done badly in the recent weeks are AREIT, CAPL, DBS, STE, UOL. |
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| 13-Jun-2013 10:24 |
SingPost
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Singpost
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$1.25.. hope it can go to $1 so i can buy and enjoy 6% divy.. :) gd luck dyodd
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| 13-Jun-2013 10:22 |
Seatrium
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Sembmarine
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semb mar keeps getting cheaper $4.14 eyeing for $4 to enter.. still has huge order book as backing... fundamentals still intact.. gd luck dyodd |
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| 13-Jun-2013 10:07 |
GLD USD
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Gold going up this year?
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with equity markets bleeding profusely time to shift some allocation to GOLD the safe haven since the birth of mankind.. |
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