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08-May-2013 10:40

IPC Corp / Solid NTA 27c

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UOB chart genie

Time: 9:27AM

Exchange: SGX
Stock: IPC Corp(I12)

Signal: Bullish MACD Crossover
Last Done: $0.153

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08-May-2013 09:27

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

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From OSK DMG

AusGroup revealed the details of the next key step towards its relisting onto the ASX – The RTO companies will be Kebun Sedenak Sdn Bhd and Tropik Sentosa Sdn Bhd (" Target Group" ), whose assets include freehold land and a golf resort in Malaysia. As insufficient information was disclosed, our valuation of SGD0.66 is for AusGroup only, and we leave as potential upside any incremental value arising from the RTO.

 Considerable land in Iskandar Malaysia and a golf resort. The Target Group owns about 1,015 acres of freehold land in Iskandar Malaysia and intends to acquire another 47 acres for a total of 1,062 acres. They also own The Legends Golf & Country Resort, which is a master-planned resort comprising one 18-hole Jack Nicklaus-designed championship course, one 9-hole Arnold Palmer-designed course and other assets. The main business of the Target Group after the RTO will be property development and management.

 Heavyweight investors behind Target Group. The Target Group’s shareholders include the Oh family which owns The Legends Fort Canning Park, Hotel Fort Canning, and is linked to the Eng Wah Global Group. Another big name is The New World Group from Hong Kong, a conglomerate with HKD311bn in assets.

 AusGroup lists strong reasons to relist on ASX. The ASX listing will i) offer AusGroup additional currency to pursue M& A opportunities in Australia, ii) improve its access to funds and banking arrangements being listed in a market with investors familiar with its operating environment, iii) increase its profile and enlarge its client base in Australia, and iv) increase its currency to retain staff via share schemes. As such, we see continued impetus for management to complete this relisting process.

 No RNAV information available to value Target Group assets. After current shareholders receive distributions in specie of the ASX-listed Austco shares, the SGX-listed AusGroup will contain only Target Group assets. Without sufficient information to fair-value these assets, we leave as potential upside any incremental value from the land and golf resort, and maintain our BUY on AusGroup at a TP of SGD0.66.

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08-May-2013 09:23

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

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AusGroup Limited has entered into a conditional Sale and Purchase Agreement under which the Company has agreed to purchase 100% of the share capital in Kebun Sedenak Sdn Bhd and 100% of the share capital in Tropik Sentosa Sdn Bhd. The signing of the SPA is a key step in the proposed demerger of AusGroup’s subsidiaries into a 100%-owned subsidiary, which is intended to be listed on the Australian Securities Exchange (ASX),and a proposed Reverse Take Over of AusGroup Limited involving the acquisition of the Target Holding Companies. The purchase consideration under the SPA will be via the issue of new ordinary shares in the capital of AusGroup Limited, which remains listed on the Singapore Exchange (SGX). (Closing price: S$0.465, 5.682%)

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08-May-2013 09:02

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

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49 power up!

i like the fella who keeps giving me bad posts..

instead of channelling that energy to finding gd fundamental value stock..

i'm just here to share.. use it with discretion

gd luck dyodd

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07-May-2013 17:03

Nam Cheong / Nam Cheong

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from UOB chart genie

Time: 4:59PM
Exchange: SGX
Stock: Nam Cheong(N4E)

Signal: Bullish MACD Centerline Crossover

Last Done: $0.255

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07-May-2013 17:01

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

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Closing 47?

looks like a comeback.. 15.6 million shares done

gd luck dyodd

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07-May-2013 16:08

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

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10 mil shares done.. risen from the dead..now 46c..

gd luck dyodd

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07-May-2013 15:56

Kreuz / Kreuz cruising back up?

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PE so low..how to sell :)

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07-May-2013 13:28

Yongnam / Yong nam

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up abt 5% to 33c.. PE is below 10x

gd luck dyodd

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07-May-2013 12:07

Kreuz / Kreuz cruising back up?

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already hit DBS TP @ 58c..

gd luck dyodd

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07-May-2013 10:58

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

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now 46c..

dead meow meow bounce? or BB picking on the cheap?

gd luck dyodd

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07-May-2013 09:53

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

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Japan related counters on SGX should rally

PLifeReit,Saizen, IPC, GLP

gd luck dyodd

teeth53 ( Date: 07-May-2013 08:53) Posted:

Tuesday - Tokyo stks soared nearly 3% in opening trade as the yen fell and US stks hit fresh all-time highs on solid jobs data.

The Nikkei 225 index at the Tokyo Stock Exchange gained 403.63 points or 2.95%to 14,097.67 in the first few minutes of trading.

Stocks got support from a lower yen, which was changing hands at 99.26 to the dollar, hardly changed from 99.31 in New York Monday afternoon but well below the 97 range on pre-holiday May 2 trading.

" Stocks must account for a few sessions of most positive activity in overseas markets, which have resulted in a sharply weaker yen, all of which will be tonic for buying," said Hiroichi Nishi, general manager of equities at SMBC Nikko Securities.

" Signs that the US economy is improving, as well as the ECB's rate cut are most encouraging fundamentally."

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07-May-2013 09:45

SinoGrandnes / Sino Grandness - a growth stock with low PE

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Sino Grandness - More upside to come after strong bullish break (OCBC)

Resistance: S$1.60

Support: S$1.27

Last Closing Price: S$1.33

52-week Px Range: S$0.38 - S$1.345

SGX Code: JS5

BLP Code: SFGI SP Equity

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07-May-2013 09:44

Yongnam / Yong nam

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Yongnam Holdings (Maybank)
Positive NDR affirms our conviction BUY
High interest level in this Asian infrastructure play.
concluded non-deal roadshow (NDR) in Singapore drew high levels of
interest from institutional fund managers. The Asian infrastructure
theme was of relevance, given the unprecedented boom and Yongnam
represents a high quality play, given its regional market leading position
in structural steel and strutting.Our recently
Bullish on resumption of contract wins.
was a weak year, with an estimated SGD240m vs recent historical
range of SGD300-SGD500m. We believe this represents a tactical
decision of not compromising on margins rather than a structural
decline. Management expects the resumption of major contract wins in
the 2In terms of order wins, FY12nd half of this year, which we think will be positive stock catalysts.
Free-cash flow to improve substantially.
our thesis that free cash flow will improve substantially from this year,
with the cessation of a major 5-year capex cycle from FY08-FY12. With
a naturally cash-generative business and net capex reducing to
SGD25m a year, we estimate free-cash-flow yield of 18% by FY15F.
Management believes existing capacity is supportive of revenue up to
SGD500m, which would represent 75-80% utilisation.Management agreed with
First step to Myanmar.
proposal for a BOT project to expand the existing Yangon International
Airport (YIA). Given the urgency of the project, tender results could be
known within two months. This is a separate bid to build the new
Hanthawaddy International Airport (HIA). With a potent mix of technical
strengths and government relationships, we believe this consortium is
amongst the front-runners for both projects.Yongnam’s consortium has submitted the
BN victory is positive. Reiterate BUY.
government’s victory in Malaysia, the massive MRT project in Kuala
Lumpur is likely to progress with minimum delay. We think Yongnam
has a very high chance of securing work. We reiterate BUY ahead of
2H13, which is shaping up to be an interesting period with major
contract win catalysts in store. Our TP of SGD0.45 is pegged to 10X
FY13F PER, with 81% of FY13 revenue backed by orderbook schedule.With the incumbent
Yongnam Holdings – Summary Earnings Table Source: Maybank KE
FY DEC (SGD m) 2011 2012 2013F 2014F 2015F
Revenue 332.7 301.6 381.1 353.5 366.7
EBITDA 99.1 76.9 95.3 99.9 113.6
Recurring Net Profit 63.4 43.5 57.0 62.7 74.8
Recurring EPS (SG cents) 5.1 3.5 4.5 5.0 5.9
DPS (SG cents) 1.0 1.0 1.2 1.3 1.5
PER (x) 6.3 9.1 7.0 6.3 5.3
EV/EBITDA (x) 3.1 3.8 3.0 3.3 3.4
Div Yield (%) 3.2 3.2 3.9 4.3 4.7
P/BV (x) 1.4 1.2 1.1 1.0 0.9
ROE (%) 21.7 13.5 15.6 15.3 16.0
ROA (%) 11.8 7.6 8.9 10.2 11.3

Consensus Net Profit 56.9 58.9 70.2

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07-May-2013 09:43

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

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Time: 8:58AM
Exchange: SGX

Stock: Yamada(MC7)
Signal: Bullish MACD Crossover
Last Done: $0.26

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07-May-2013 09:42

SinoGrandnes / Sino Grandness - a growth stock with low PE

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bull charge.. on light vol... Caution advised.. gd luck dyodd

Time: 8:58AM
Exchange: SGX
Stock: SinoGrandnes(JS5)
Signal: Bullish MACD Crossover
Last Done: $1.335

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07-May-2013 09:40

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

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i just saw Buffet's interview today.. reiterating the point that to buy good stocks that have gone cheap

gd luck dyodd

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06-May-2013 15:02

SinoGrandnes / Sino Grandness - a growth stock with low PE

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From UOB chart genie

Time: 2:43PM
Exchange: SGX
Stock: SinoGrandnes(JS5)
Signal: Resistance - Breakout with High Volume
Last Done: $1.29

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06-May-2013 14:59

SinoGrandnes / Sino Grandness - a growth stock with low PE

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back up again.. 1.29.. still going strong

gd luck dyodd

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06-May-2013 13:54

Roxy-Pacific / ROXY

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SALES AT NEW LAUNCHES TO BE

KEY

• 1Q13 earnings in line

• 44% of Jade Residences sold to date

• Sell-through rates to be key

1Q13 earnings within expectations

ROXY reported 1Q13 PATMI of S$11.8m, which increased 31% YoY

mostly due to a stronger contribution from property development.

This forms 15% of our FY13 forecast (S$78.0m) and is judged to be

mostly within expectations, given that we expect a “lumpy”

contribution later in FY13 from Wis@Changi (COC recognition).

Revenue for the quarter came in at S$53.7m – up 41% YoY – again

mostly due to increased revenues from the property development,

partially offset by a 16% dip in Hotel revenues from enhancement

works. The group continues to sit on S$918.4m of progress billings

from sold projects, which would underpin earnings from 2Q13 to

FY17.

In the midst of major launches

The 171-unit Jade Residences was launched in Apr and 44% of the

units have been sold to date at ~S1.6k psf. All considered, we believe

this is a decent launch performance and would be keeping a close eye

on the pace of sales over the new couple of months. We also

understand that WhiteHaven at Pasir Panjang would be launching for

sales soon, with Sophia Mansions to follow.

1Q13 hotel average room rates down YOY

RevPar for the the hotel segment (Grand Mercure Roxy) decreased by

17% to S$155.1 in 1Q13 mostly due to a lower occupancy rate of

79.2% from enhancement works. However, we also note that 1Q13

room rates have fallen to S$195.9 versus S$201.5 in 1Q12 which,

taken together with other datapoints in the hotel sector from our

channel checks, could point to a muted RevPar outlook in FY13.

Maintain HOLD

We see the next two to three quarters to be particularly key ones for

ROXY as it executes on its first set of key launches (Jade Residences,

WhiteHaven, Sophia Mansions) after the Jan-13 cooling measures. At

this juncture, maintain

performance at new launches and the group’s land-banking ahead.

Our fair value estimate is unchanged at S$0.61.HOLD as we await more clarity on sales

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