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11-Jun-2013 10:28

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

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US markets started the week mixed after last Friday’s rally.

Credit rating agency S& P’s upgrade of US credit rating

outlook to stable from negative resulted in little reaction

to markets as it was seen as largely expected. 10-yr bond

yields crept higher to c.2.21%. Investors await Chinese

investors’ reaction after China posted several weakerthan-

expected economic data over the weekend and were

closed yesterday for a public holiday. The SSEC ended at

2210 last week, 60pts above the important 2150 support.

For the STI, yesterday’s rise was capped below the

immediate resistance at 3225. Nevertheless, valuation that

is becoming attractive should underpin market as the

index now trades comfortably below the 13.9x (average)

12-mth forward PE level at 3287.

source DBS

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11-Jun-2013 10:04

Lian Beng / Lian Beng

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3.1 x F14 PE dirt cheap! gd luck dyodd

Lian Beng Group

Ready For A Record Breaking Year

Bright outlook next year upgrade to BUY. We caught up with Lian Beng’s management for updates on ongoing construction and property launches, and are now convinced that FY5/14 will be a record breaking year with earnings surpassing its 2012 peak of SGD51.4m. We are also positive that Lian Beng will be able to maintain its dividend payout of 2ct/share payable in the next quarter. We have revised our FY5/14 and FY5/15 estimates by 8-11%, and applied a higher multiple on its construction earnings. Upgrade to BUY with a revised TP of SGD0.68, indicating upside of 30.8%.

Construction orderbook at SGD1.2b. The recent Poh Lian construction scandal offered Lian Beng the opportunity to take-over the Goodwood Residence construction contract, which is scheduled for completion in October 2013. Lian Beng’s orderbook currently stands at SGD1.2b including Dakota Crescent and Laurels, which if completed on schedule by end 2013, will free up manpower for further construction jobs. Since the start of 2013, Lian Beng has secured 7 private sector contracts valued at SGD739m.

New launches selling like hot cakes! King Albert Park, Hong Leong Gardens, and Hougang Plaza were launched year to date. Hougang Plaza, now The Midtown and The Midtown Residences, has achieved an average 62% take-up rate. We expect Lian Beng to begin construction at end 2013 resulting in increased contribution in the 2nd half of FY5/14. Seletar Green is expected to be launched the next quarter.

Well diversified with proven execution strength. At current levels, Lian Beng is trading at 3.1x FY14F P/E, versus peers at between 5x and 7x P/E. We peg Lian Beng construction earnings at 6x, on par with its construction peers. We like Lian Beng for (i) strong orderbook of SGD1.2b comprising of higher margin private sector projects, (ii) latest property launches’ with strong sell-through rates and (iii) a healthy buildup in recurrent income. We upgrade to BUY with a TP of SGD0.68. Lian Beng Group– Summary Earnings Table

FYE May (SGD m)

2011

2012

2013F

2014F

2015F

Revenue

507.3

445.0

446.9

593.6

571.0

EBITDA

81.2

81.5

59.1

95.0

92.6

Recurring Net Profit

48.2

51.5

40.0

68.5

66.4

Recurring Basic EPS (cents)

9.1

9.7

7.5

12.9

12.5

EPS growth (%)

100.4%

6.8%

-22.3%

71.4%

-3.1%

DPS (cents)

1.6

2.0

2.0

2.0

2.0

PER

4.3

4.1

5.2

3.1

3.2

EV/EBITDA (x)

3.1

3.0

6.1

4.4

4.6

Div Yield (%)

4.1

5.1

5.1

5.1

5.1

P/BV(x)

1.1

0.9

0.8

0.7

0.6

Net Gearing (%)

-0.12

-0.37

0.17

0.05

-0.04

ROE (%)

25%

22%

15%

21%

18%

ROA (%)

8%

9%

5%

7%

7%

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11-Jun-2013 10:01

AsiaMedic / Asiamed getting HOT!

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Healthcare provider AsiaMedic Limited announced that it has agreed to acquire 70 per cent in Astique The Aesthetic Clinic for S$400,000. Astique is a boutique clinic that provides medical aesthetic treatments including laser skin treatments, dermal fillers and weight loss programmes. “Astique has presented us with a fantastic platform to expand the scope of our wellness business. The group of patients seeking “wellness medicine” has different needs from the group seeking “curative medicine”,” said Dr Wong Weng Hong, CEO of AsiaMedic. “We plan to expand Astique in Singapore and the regional countries, especially China, Indonesia and Myanmar.” The group said Astique is expected to contribute positively to the performance in FY2013. (Closing price: S$0.115, +6.481%)

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11-Jun-2013 09:59

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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AusGroup Limited announced that its subsidiary AGC Thailand, has been awarded the insulation contract with CUEL Limited for the INPEX Ichthys LNG project in Darwin, Australia. The approximate value of this award is THB304.0 million (A$10.5 million). (Closing price: S$0.405, -1.220%)

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11-Jun-2013 09:53

China Minzhong / China Minzhong Food forum

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below $1 is gd for value investors who want to collect cheap..

gd luck dyodd

ozone2002 ( Date: 07-Jun-2013 14:16) Posted:

came back down..gd..

can collect more on the cheap..

do dollar cost average..

gd luck dyodd

ozone2002 ( Date: 07-Jun-2013 09:47) Posted:

up to 1.02.. can u fellas stop buying..

wanna collect cheap cheap

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11-Jun-2013 09:22

Food Empire / Results Commentary

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clue: food company owner from Indonesia........

tea444u ( Date: 16-Apr-2013 15:40) Posted:

WHo is it? m interested too in collecting this oen...end of the year can see 75 cents?

ozone2002 ( Date: 10-Apr-2013 10:11) Posted:

i'm compelled to buy even more of Food Empire after i found out who's the biggest stakeholder in Food Empire!

gd luck dyodd

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11-Jun-2013 09:20

SoundGlobal / Sound Global Ltd (formerly: Epure)

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hope to ride the water trend with sound global..

gd luck dyodd

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11-Jun-2013 09:06

IPC Corp / Solid NTA 27c

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now 15.9 below OHL recent purchase @ 16c..

gd luck dyodd

ozone2002 ( Date: 26-May-2013 11:19) Posted:

OHL bought 37.8 million shares @ 16c last Thurs raising his stake to 29%

this news propelled the share to as high as 17.6, however the 7% drop in Nikkei did rattle the nerves of investors and IPC concluded @ 16.9c

gd luck dyodd

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11-Jun-2013 09:04

Kreuz / Kreuz cruising back up?

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Kreuz down to 67.5c .. from the high of 78c which i sold off..

worth a relook for entry @ lower price..

gd luck dyodd

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10-Jun-2013 17:18

Swiber / Swiber

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Time: 4:13PM
Exchange: SGX
Stock: Swiber(AK3)

Signal: Support - Broken with High Volume

Last Done: $0.745

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10-Jun-2013 13:21

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

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DBS

STI – Correction ended at 3184, expect a rebound to

3300 with immediate resistance at 3225. Defensive, yield

and interest rate sensitive index component stocks to

lead rebound

•

resistance at $1.05 and eventual downside risk towards

$0.80

We believe that STI’s correction that started from May 22 has

ended at 3184 last Friday after US’s May job data alleviate

concerns about an imminent cut back in FED stimulus. At the

same time, STI’s forward PE valuation has now fallen below

the 13.9x (average) 12-mth forward PE level at c.3287 and is

a ‘mere’ 80pts away from touching the 13.1x (-0.5SD) 12-

mth forward PE level at c.3100, which makes local blue chips

attractive. . The rebound has the potential to reach about

3300 eventually with immediate resistance at 3225.

Defensive, yield and interest rate sensitive stocks that rocked

the STI lower in the past 2-3 weeks are likely to lead the index

rebound. SingTel, OCBC, DBS, UOB, Jardine Matheson, HK

Land, Capitaland and GLP are the 8 component stocks that

each had at least a 10pt negative impact on the STI in the

current sell-down.Noble Group – Technically weak with immediate

ozone2002 ( Date: 10-Jun-2013 08:56) Posted:

Reversal for Nikkei.. after reporting gd GDP results and exceeding surplus
Nikkei 225
13,294.07
416.54
+3.41%

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10-Jun-2013 08:56

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

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Reversal for Nikkei.. after reporting gd GDP results and exceeding surplus

Nikkei 225

13,294.07

416.54

+3.41%

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08-Jun-2013 14:33

Triyards / Mid to long term - should be good.

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Triyards was highlighted in this weeks TheEdge issue.

Healthy order books, planning to go into the same biz as Kep corp & Semb Mar & single digit PEs

currently at low 70s cents and low interests by the looks of the daily volume

accumulate before the herd comes in

gd luck dyodd

ozone2002 ( Date: 04-Jun-2013 14:51) Posted:

best time to vest in gd stocks is when the interests in low..

when you have 1st mover advantage, must exercise patience to bear the fruits of your labour..

remember true value of a good stock will catch up with its price eventually

gd luck dyodd

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07-Jun-2013 14:17

SoundGlobal / Sound Global Ltd (formerly: Epure)

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starting to move .. now 65c

gd luck dyodd

ozone2002 ( Date: 03-Jun-2013 11:49) Posted:

China spending US$850b!! Sound global is a laggard water play compared to Utdenviro

gd luck dyodd

Published June 03, 2013 (Biz Times)

Singapore's water companies aim to quench China's US$850b thirst

print |email this article

Water companies in Singapore are attracting big-name investors as they profit from exporting their expertise to China, which plans to spend US$850 billion over the next decade to improve its scarce and polluted water supplies - PHOTO: SPH

[SINGAPORE] Water companies in Singapore are attracting big-name investors as they profit from exporting their expertise to China, which plans to spend US$850 billion over the next decade to improve its scarce and polluted water supplies.

Singapore is a hub for water technology because of its own concerns about water security. With few domestic freshwater resources of its own, the city-state has been trying to reduce its reliance on imports from neighbouring Malaysia, where politicians have in the past threatened to turn off the taps.

Since 2006, the number of companies in Singapore's water sector has doubled to about 100 and S$470 million (US$371.2 million) has been committed to fund water research, government data shows.

Over the same period, Singapore-based water companies secured more than 100 international projects worth close to S$9 billion.

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07-Jun-2013 14:16

China Minzhong / China Minzhong Food forum

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came back down..gd..

can collect more on the cheap..

do dollar cost average..

gd luck dyodd

ozone2002 ( Date: 07-Jun-2013 09:47) Posted:

up to 1.02.. can u fellas stop buying..

wanna collect cheap cheap

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07-Jun-2013 09:47

China Minzhong / China Minzhong Food forum

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up to 1.02.. can u fellas stop buying..

wanna collect cheap cheap

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07-Jun-2013 09:36

Midas / Midas

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Time: 8:58AM
Exchange: SGX
Stock: MIDAS(5EN)
Signal: Bullish MACD Centerline Crossover
Last Done: $0.505

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07-Jun-2013 09:32

China Minzhong / China Minzhong Food forum

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1.005 nice..

q-ing to grab more @ this low vol consolidation period..

gd luck dyod

ozone2002 ( Date: 06-Jun-2013 11:43) Posted:

got some @ 1.01.. volume very low

anybody joining me :)

gd luck dyodd

srichipan ( Date: 05-Jun-2013 11:23) Posted:

yeah. when dip with low volume is a good opportunity to buy

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06-Jun-2013 16:17

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

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to be on the safe side .. get out of the bloodbath 1st..

if drops further and bottoms out.. then u can scoop gd shares at cheaper price

if it rallies ahead then jump in tho @ a higher price and ride the bandwagon..

gd luck dyodd

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06-Jun-2013 16:14

Vard / Vard Holdings

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Nikkei needs 3% more to be in a bear market

global markets in a slump

advise to run for cover 1st, and the correction take its course

gd luck .. dyodd

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