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03-Jun-2013 11:49

SoundGlobal / Sound Global Ltd (formerly: Epure)

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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

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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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03-Jun-2013 10:48

Vard / Vard Holdings

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orgasmic! :)

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03-Jun-2013 10:26

JB Foods / JB Foods

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buy value don't chase prices.. gd luck dyodd

DBS

JB Foods expects to report a net loss for the Group for

2Q2013 and 1H2013. The expected loss is mainly

attributable to the continued unusual cocoa market

consolidation that was previously highlighted in the

Group’s 1Q2013 results announcement. The unusual

market consolidation has further lowered the average

selling price of the Group’s cocoa powder. The cocoa

powder industry is dominated by a few major players and

any consolidation in the industry would have an impact

on cocoa powder prices.

ozone2002 ( Date: 14-May-2013 09:03) Posted:

can buy cheaper than Sam Goi? don't like to pay so big a premium..

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03-Jun-2013 10:23

Swiber / Swiber

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NAISE!

Time: 9:25AM
Exchange: SGX
Stock: Swiber(AK3)
Signal: Resistance - Breakout with High Volume
Last Done: $0.78

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03-Jun-2013 10:19

Vard / Vard Holdings

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CHIONG AHHHHHHHHHHHHHHHHHHHH!!! :) gd luck dyodd

Time: 9:39AM
Exchange: SGX

Stock: Vard Holdings(MS7)
Signal: Bullish MACD Centerline Crossover
Last Done: $1.17

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03-Jun-2013 10:18

Swiber / Swiber

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Swiber Holdings announced that the Group is exploring

options to establish Islamic Trust Certificates Programme

to broaden and deepen its investors’ pool.

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03-Jun-2013 10:13

Swiber / Swiber

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Once you find a company with gd fundamentals.. the price will take care of itself

gd luck dyodd

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03-Jun-2013 09:16

Vard / Vard Holdings

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still a great stock, single digit PE (cheapest O& M) stock.. GD LUCK DYODD!!

An Italian love affair (CIMB)

During Vard’s recent non-deal roadshow, we were heartenedto learn of numerous opportunities forthe company in conjunctionwith its new parent, Fincantieri. Stronger orders and toplinesshould compensate for lower margins, providing re-rating catalysts.

We keep our FY13-15 EPS and target price, at 9x CY14 P/E(1 SD above its trading meansince listing). Maintain Outperform. Vard is our top pick among small/mid-cap O& M stocks.

What Happened

We recently hosted non-deal roadshowsfor Vard in Kuala Lumpur and Singapore,after its 1Q13 results. Head of Investor Relations,Mr Holger Dilling,met16institutional funds.Investors wanted to know the potential synergies between Vard and Fincantieri.MrDillingsuggested that there could be numerous joint business opportunities, includinga cross-selling of designs collaboration between the two companies’ marine system businessesand a bigger customer base.Vard’s roadmap, management team and group structure will remain the same.Other topicsincludedmargins, Brazilian operating conditions, order outlook and dividendpolicy.

What We Think

In terms of technology, markets and culture, we see Fincantieri as a much better fit for Vardthan itsprevious parent, the STX Group.Also, Fincantieri has greater vested interests in the future growth of Vard while the STX Group was only interested in selling the company in the later years of ownership.Mr Dilling also pointed out that Fincantieri adheres to the highest standards of corporate governance, due to its exposure to naval vessels whose end-customers are governmental units.

On margins, Vard remains conservative, thoughit believes thatoperations should stabilise by year-end. Weexpect margins to improve in 2014 from a scaling of the learning curve for Transpetro orders as well asinvestment initiatives for its Romanianand Vietnameseyards.Additionally, Vard was markedly positive on its order outlook. Stronger orders and toplines could compensate for lower margins.

What You Should Do

Trading at 7.4x Cy14 P/E and 4.3% dividend yields, investors agreed that the stockis cheap, against local OSV companies. Vard is our top pickamong small/mid-cap O& M stocks.

Financial Summary
Dec-11A Dec-12A Dec-13F Dec-14F Dec-15F
Revenue (KRm) 12,401 11,129 12,861 11,728 13,252
Operating EBITDA (KRm) 2,355 1,473 1,415 1,349 1,590
Net Profit (KRm) 1,594 902 881 828 991
Core EPS (KR) 1.37 0.78 0.75 0.70 0.84
Core EPS Growth 83.5% (43.4%) (3.9%) (5.9%) 19.6%
FD Core P/E (x) 3.63 6.66 6.94 7.37 6.16
DPS (KR) 0.69 0.59 0.23 0.23 0.23
Dividend Yield 13.4% 11.4% 4.3% 4.3% 4.3%
EV/EBITDA (x) 2.39 5.13 5.73 5.36 4.30
P/FCFE (x) 6.18 8.66 5.01 7.02 4.91
Net Gearing (12.0%) 46.3% 59.6% 29.4% 16.6%
P/BV (x) 1.74 1.93 1.82 1.60 1.38
Recurring ROE 55.0% 27.5% 27.0% 23.1% 24.1%
% Change In Core EPS Estimates 0% 0% 0%
CIMB/consensus EPS (x) 1.00 0.87 1.01

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31-May-2013 16:35

Swiber / Swiber

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i posted @1:30pm in SJ forum ... 3pm SWIBER breakout as alerted by chart genie..

super fast reaction time :)

gd luck dyodd

Time: 3:01PM
Exchange: SGX
Stock: Swiber(AK3)
Signal: Resistance - Breakout with High Volume
Last Done: $0.75

ozone2002 ( Date: 31-May-2013 13:27) Posted:

swiber's profit very steady from 2008-2011, then 2012 surged higher..

1Q13 earnings already dble that of 1Q12 earnings..wow..

gd luck dyodd

CIMB says Swiber is 'cheap' at 72 cents target is 91 cents

Net profit doubled to US$25.6 million in 1Q on a 59.3% increase in revenue to US$309.7 million

Analyst: Lim Siew Khee

What Happened

Upstream reported that Swiber is preparing to invest as much as US$500m to build a deep-water offshore construction vessel. The company has floated a newbuild tender for a 4,000-tonne crane vessel with S-lay, reel lay and flex-lay systems. According to Upstream, at least eight yards have been shortlisted for the tender with a contract value of US$400m-500m.

What We Think

Management is non-committal on the news but stated that deep-water is an eventuality. The company is only at the preliminary stage of evaluating the newbuild project. If it goes ahead, we believe that Swiber is likely to choose Chinese yards that provide favourable financing with low upfront payment. Assuming tail-heavy payment terms, a cash call is likely in 2015/2016, nearer to delivery, in our view.

Swiber has a fleet of about 62 vessels currently (12 units under sale and leaseback, 27 units via JVs and 23 units 100% owned). The new deepwater addition will be similar to Ezra’s iced-class subsea construction vessel, Lewek Constellation (about US$420m). We make no changes to our EPS forecasts as the news is not confirmed and the project, if it goes ahead, can only start contributing in FY16/17.

What You Should Do

The stock is cheap at 7.4x CY14 P/E and 0.7x P/BV vs. Singapore OSV’s average of about 1.1x P/BV and 9x CY14 P/E.

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31-May-2013 13:27

Swiber / Swiber

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swiber's profit very steady from 2008-2011, then 2012 surged higher..

1Q13 earnings already dble that of 1Q12 earnings..wow..

gd luck dyodd

CIMB says Swiber is 'cheap' at 72 cents target is 91 cents

Net profit doubled to US$25.6 million in 1Q on a 59.3% increase in revenue to US$309.7 million

Analyst: Lim Siew Khee

What Happened

What We Think

What You Should Do

The stock is cheap at 7.4x CY14 P/E and 0.7x P/BV vs. Singapore OSV’s average of about 1.1x P/BV and 9x CY14 P/E.

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31-May-2013 10:52

Ezion / Ezion

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Big boys exit.. should follow smart money too..

gd luck dyodd

Ezra to realise gain of US$65.7m after cutting Ezion stake

Lee Meixian

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Ezra will realise a net gain of about US$65.7 million from the divestment - PHOTO : EZRA HOLDINGS

Ezra Holdings on Friday said that it would sell all the remaining 4.17 per cent stake in Ezion Holdings Limited, representing 40 million shares, for S$90 million.

Ezra would place the shares at S$2.25 each, which is a 4.9 per cent discount to Ezion’s volume weighted average price of S$2.37 on Thursday.

It will realise a net gain of about US$65.7 million from the divestment.

“The divestment is part of Ezra’s ongoing capital management efforts to enhance shareholder value through the realization of our investments,” Ezra said.

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31-May-2013 10:42

Halcyon Agri / Best Rubber company on SGX

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This one keeps chionging up 7c today

IPO price 36c.. now 92.5c almost 2-3 times.. great stuff although i have taken profit already..

good luck dyodd

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31-May-2013 10:19

Yongnam / Yong nam

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One of the cheaper alternatives to Myanmar play ..
Believe with their strong record in MRT csontruction,
they have a high chance in winning the Myanmar contract

gd luck dyodd
DBS
A strong contender for Myanmar
airport projects
 
contender for Myanmar’s airport projectsWe believe Yongnam’s consortium is a strong
 
upside to the stock priceYangon’s airport project win could add S$0.12
 
is a strong contender for the projectsCurrent valuations are not reflecting that Yongnam
  Upgrade to BUY with higher TP of S$0.41
Strong contender for Myanmar airport projects.
Yongnam is partnering JGC Corporation and Changi Airport
Planners and Engineers to bid for two airport projects in
Myanmar. We think Yongnam’s consortium stands a good
chance of securing the projects given its Singapore and Japan
representation. JGC corporation is Japan-based while
Yongnam and Changi Airport Group are Singapore-based, all
of which are viewed favourably by the Myanmar Government.
Yangon airport project win likely to boost valuations by
12 S cts.
boost share price by 12 S cts. We estimated that the
construction of the Yangon Airport project could add
S$10.4m or 6 S cts per share to FY14F earnings. Thereafter,
the rights to operate the airport for the next 30 years would
add another 6 S cts to the stock based on discounted
cashflow projection.We believe a win on Yangon airport project could
Upgrade to
Yongnam’s current valuations are only in line with peers, and
not reflecting Yongnam as a strong contender for project
wins in Myanmar. We are convinced Yongnam stands a good
winning chance and thus believe +1SD valuation is
achievable. At +1SD of 10x blended PE, we revised

Yongnam’s TP to S$0.41. Upgrade to BUY for 22% upside.BUY with higher TP of S$0.41. We believe

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31-May-2013 09:32

Kreuz / Kreuz cruising back up?

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my calls to buy Kreuz was when Kreuz was ard 50c

this was based on the fundamental analysis that i researched on..

you can check the history of this post..

my call to sell was in line with DBS TP 78c..

that's already 50% gain..

this performance is better than STI for 2013...

i'm just here to share my knowledge and trade well.. not here to " curse so and so if the price goes up after i've sold" as someone had proclaimed..

gd luck dyodd

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30-May-2013 15:53

Geo Energy Res / Geo Energy

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consolidating very long.. but looks like there's support from insiders as reported below

follow the big money..

gd luck dyodd

@ GEO ENERGY, SAN TEH: Independent directors buy shares

Written by Leong Chan Teik

Thursday, 30 May 2013 11:48

IT IS NOT common for independent directors to buy shares in the companies whose boards they serve on.

stkchart5.13

Geo Energy stock has declined from a peak of 65 cents in Jan 2013 as coal prices softened. Chart: BloombergSome directors hold the view that by not being vested, they can better maintain an independence that would serve the interest of minority shareholders.

However, legendary investor Warren Buffett likes it that his board of directors at Berkhshire Hathaway comprises of shareholders, and big ones at that.

" At Berkshire, board members travel the same road as shareholders," Buffett wrote in his 2004 letter to shareholders, adding in 2005, " I know of no other board in the country in which the financial interests of directors are so completely aligned with those of shareholders."

It's noteworthy that two IDs of Geo Energy Resources have just bought shares in the Indonesian coal mine owner-cum-operator which listed on the Singapore Exchange in Oct 2012.

lks_obc

Lu King Seng (left) and Ong Beng Chye. Photo: annual reportOng Beng Chye bought 100,000 shares on May 14 at 43 cents apiece, while Lu King Seng got in earlier at a higher price: 300,000 shares on 25 April at 46.5 cents apiece.

These are the first transactions for them, and were made after the stock had descended substantially from recent highs.

The stock recently has traded lower -- to around 42 cents.

The two IDs are accounting-trained and experienced in financial matters. Lu King Seng has more than 6 years of commercial experience as CFO and 9 years of audit experience in London, according to Geo Energy's annual report.

Ong Beng Chye has more than 20 years of experience in the financial sector, having served in various roles including group financial controller, and is currently the audit committee chairman of listed Hafary Holdings.

Another board member who is a non-executive director, the famed investor Jim Rogers, also has a vested interest in the company.

ozone2002 ( Date: 18-May-2013 10:51) Posted:

Consolidating for the past week ard 42c..

technicals oversold, likely to breakout upwards from consolidation..

look out for it..

gd luck dyodd

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30-May-2013 11:31

Kreuz / Kreuz cruising back up?

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glad i'm out :).. gd luck to those still vested..

dropped to 70.5

ozone2002 ( Date: 28-May-2013 14:40) Posted:

already out and took nice profits on this

now playing laggards like Minzhong..

gd luck dyodd

kelvinLim123 ( Date: 28-May-2013 11:25) Posted:

Ozone2002

kreuz sailing again, me in at 72

good luck

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30-May-2013 11:28

Citic Envirotech / United Envirotech

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i gave an early warning sign to take profit.. DBS issued theirs today.. Utd dropping from $1 to 91.5c.. almost 10%

DBS

4Q13 headline net profit of S$6.8m for United Envirotech

met our S$6.2m forecasts but fell short if we exclude the

S$1.8m of forex gain. Higher contribution from EPC drags

margins but growing Treatment supports transformation

to a recurring earnings model. Earnings estimates are

intact as higher costs offset the increase in turnover.

However, higher tariffs and capacity have lifted

Treatment’s DCF valuation and therefore, our fair value is

lifted to S$0.97 (Prev S$ 0.74). UENV’s share price has

done exceedingly well, rising 90% YTD. We believe near

term upside will be capped, but acquisitions or new

contracts are re-rating catalysts. Downgrade to HOLD.

ozone2002 ( Date: 27-May-2013 13:10) Posted:

back up to previous high..

may want to take profit..

gd luck dyodd

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29-May-2013 09:08

SoundGlobal / Sound Global Ltd (formerly: Epure)

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now 62.. breakout from consolidation..

look @ its peer utdenviro's mega rally to $1

hope to play catch up..

gd luck dyodd

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28-May-2013 17:14

Nam Cheong / Nam Cheong

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now @ 29c.. super good run! :)

gd luck dyodd

ozone2002 ( Date: 18-May-2013 10:33) Posted:

very good returns for a growth stock

gd luck dyodd.. business returns as good as Vard.

ozone2002 ( Date: 28-Aug-2012 10:01) Posted:

been advocating this stock since Jun..

finally it's above 20c.. & top volume..

DBS also aggressively promoting this stock..

gd fundamentals.. gd margins..

gd luck dyodd.

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28-May-2013 14:41

China Minzhong / China Minzhong Food forum

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up 4.5c today.. hope can play catch up with Sinogrand..

gd luck dyodd

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