Latest Posts By ozone2002
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| 10-May-2013 09:42 |
China Minzhong
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China Minzhong Food forum
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it has already broken the downward trendline.. reversal from its downtrend gd luck dyodd
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| 10-May-2013 09:27 |
China Minzhong
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China Minzhong Food forum
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on the back of high volume, rally looks sustainable.. up 2c to 1.07 today.. gd luck dyodd ..vested :)
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| 09-May-2013 16:38 |
SinoGrandnes
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Sino Grandness - a growth stock with low PE
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how much u are planning to make from this? 10%? 20%? are u in this for the long term? or short term? no stock can go up all the way in a straight line.. gd luck dyodd
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| 09-May-2013 14:38 |
Kreuz
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Kreuz cruising back up?
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my motto is sell on Cheer! Buy on Fear! gd luck~ |
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| 09-May-2013 12:03 |
China Minzhong
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China Minzhong Food forum
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results can be a dble edge sword.. buying for the sake of earnings result can land one in trouble if unlucky.. those who bought below $1 should have some margin of safety.. gd luck dyodd |
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| 09-May-2013 11:32 |
ARA Asset Mgt
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ARA Asset Management
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Good stock to vest..buy on dip gd luck dyodd Confident in meeting 2013 targets 1Q13 results in line high earnings quality of hitting S$2bn AUM target Private funds deploying capital management confident uplift in earnings in the near term REITs likely to embark on acquisitions, presenting an HOLD maintained, TP S$1.95 (S$1.76 after 1-for-10 bonus)Highlights 1Q13 results in line. ARA Asset Management (ARA) Limited reported topline of S$32.2m for the quarter, a 6% drop y-o-y. Despite this dip, which was largely due to lower acquisition fees (- 76% drop y-o-y to S$0.9m) and a decline in finance income (-36% to S$4.5m), the group’s core recurring earnings (management fees from its REITs and private funds) grew by 15% y-o-y to S$26.6m. Private funds deploying capital management is confident of hitting 2013 AUM growth target of S$2bn. Management is confident of hitting its target of growing assets under management (AUM) by S$2bn in 2013 and initiatives are underway to meet that target. The group should be able to meet the target through a variety of sources and management is looking to launch 1 new REIT and 1 new Private Equity fund over the coming quarters. On that front, we may see the group re-launching their plans to list Dynasty REIT, with an initial portfolio consisting of assets from its managed Asia Dragon Fund 1. In addition, we understand that ARA has deployed 70% of the capital in ADF2 and will be looking to launch the third fund of this Asia Dragon series in 2014. CIP fund, anchored by Calpers, is also expected to start investing in a number of assets in the coming quarters. REITs to continue acquiring and contribute to recurring earnings. Apart from providing a steady base of recurring earnings given that most of its REITs have seen compression in yields and are trading at levels where they can acquire more aggressively . Management sees Fortune REIT, Suntec REIT and Cache Logistics Trust as frontrunners in the acquisition game in the coming quarters. When executed, these REITs will offer near term earnings uplift (through acquisition fees) and higher recurring income thereafter through an enlarged AUM. HOLD maintained, TP S$1.95 (adjusted to S$1.76 post 1-for-10 bonus). While we like ARA for its strong earnings quality and transparent earnings stream, we note that the group currently trades in line with global asset managers which average c17x-18x PE. Our SOTP target price is based on (i) 18x PE on FY13/14F earnings for its fee income business, and (ii) marked to market valuation for its REITs. TP is adjusted slightly to S$1.95 (S$1.76 post bonus issue,
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| 09-May-2013 11:30 |
ASL Marine
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ASL Marine
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3Q13 earnings for ASL Marine were up 21% y-o-y but still missed estimates. Order wins YTD have been slow but is not much of a concern activity will pick up in coming quarters as yard space frees up. FY13/14F earnings cut 9%/5% due to losses from engineering division and higher interest expenses. But earnings recovery story is still intact maintain BUY with
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| 09-May-2013 10:55 |
China Minzhong
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China Minzhong Food forum
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7.5 million shares done.. i'm in this for a punt.. gd luck dyodd |
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| 09-May-2013 10:54 |
SinoGrandnes
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Sino Grandness - a growth stock with low PE
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rally is done on very light volume i advised caution.. this price rise likely to be temporary.. gd luck dyodd |
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| 09-May-2013 09:38 |
Kreuz
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Kreuz cruising back up?
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dropped to DBS target price of 58c from 62c..
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| 09-May-2013 09:35 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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AusGroup Limited subsidiary AGC Industries Pty Ltd, has been awarded a contract extension for further fabrication work worth approximately AU$13.6 million on the Chevron-operated Gorgon Project, taking the total contract value to more than AU$80 million. Fabrication will continue to be undertaken at AGC’s manufacturing and fabrication facilities in Kwinana and Henderson, Western Australia, and is creating jobs for approximately 280 people. AGC’s original contract for 12,000 pipe spools has been extended to approximately 21,500 pipe spools under the agreement. The contract involves high specification fabrication of stainless and carbon steel pipework, non-destructive testing, post-weld heat treatment, blasting and LNG specification painting related to the LNG modules for trains 1-3 on the Gorgon Project. (Closing price: S$0.480, 3.226%) | ||||
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| 09-May-2013 09:32 |
China Minzhong
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China Minzhong Food forum
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jumped $0.035 to $1.04 gd luck dyodd
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| 08-May-2013 16:21 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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Based on OSK DMG report market cap for Ausgrp is
RTO of the M'sian companies is S$210m which is just about fair value.. however there will be proceeds from the relisting on ASX to shareholders as quoted from OSK DMG report (unable to calculate that amount at the moment)
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| 08-May-2013 16:14 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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AusGroup rises on planned S$210m purchase ahead of RTO
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Lee Meixian (Business Times)
 AusGroup's counter rose as much as 7.5 per cent to 50 Singapore cents on Wednesday morning, a day after it revealed the possible acquisition of two Malaysian property developers as part of its reverse takeover plans to relist on the Australian Securities Exchange - PHOTO: REUTERS AusGroup's counter rose as much as 7.5 per cent to 50 Singapore cents on Wednesday morning, a day after it revealed the possible acquisition of two Malaysian property developers as part of its reverse takeover plans to relist on the Australian Securities Exchange (ASX). On Tuesday, after market hours, the construction service provider to the resources, energy and industrial sectors said it has entered into a conditional agreement to buy out two firms, Kebun Sedenak Sdn Bhd and Tropik Sentosa Sdn Bhd for S$210 million combined. This, it said, was a key step in its proposed demerger of AusGroup's subsidiaries into a 100-per-cent-owned subsidiary, which will be listed on be listed on the ASX. The two companies develop, manage and operate resort homes, condominiums, hotels and commercial and residential developments. Between themselves, they own freehold land in Malaysia which they intend to develop a master-planned golf resort. |
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| 08-May-2013 15:40 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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41 million shares done as of now.. Wow.. with such a large vol, does this signal BB interests coming back? gd luck dyodd |
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| 08-May-2013 15:25 |
China Minzhong
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China Minzhong Food forum
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if it's fundamentally sound company with steadily growing earnings.. wouldn't a drop in share price be better if you are looking to buy into the company? gd luck dyodd |
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| 08-May-2013 14:52 |
Nam Cheong
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Nam Cheong
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Time: 2:30PM Exchange: SGX Stock: Nam Cheong(N4E) Signal: Bullish MACD Centerline Crossover Last Done: $0.255 |
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| 08-May-2013 11:52 |
Swiber
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Swiber
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Swiber & subsidiary Kreuz are the same price.. one of them is seriously undervalued compared to the other.. gd luck dyodd |
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| 08-May-2013 11:23 |
Perennial CRT
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Perennial China Retail Trust News
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Today’s Focus (DBS) • attractive 6% yield PCRT results in line, maintain Buy $0.84 TP for itsPCRT’s 1Q13 distribution income of S$10.9m was within expectations, largely coming from the earn-out support as assets are still in ramp up stage. This translates to a DPU of 0.95Scts. With occupancy at Shenyang Red Star Furniture Mall, Shenyang Longemont Office and Perennial Jihua Mall Foshan ramping up, earnings visibility and sustainability has improved, while downside risk is protected by the remaining earn out support. We maintain our Buy call on PCRT with
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| 08-May-2013 10:42 |
Kreuz
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Kreuz cruising back up?
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i spotted CMZ n sinograndness very low PE that time @ 3-4x.. now they have blossomed n bloomed can't always generalise.. anyway now Kreuz 62.5 :) gd luck dyodd |
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