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Hulumas Supreme	26-Nov-2010 19:49        Hulumas About Contact  Quote this Post! Style: Flexible   Mood: Yells: "INVEST but not TRADE please!"
x 1   x 0  Alert Admin	STP ADR 10USD. whole life holding stock! freeman_5js      ( Date: 26-Nov-2010 16:25) Posted: Any counter to take note of now?
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enghou Senior	26-Nov-2010 16:38        enghou About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Singapore Market Strategy - Outlook for 2011 by Credit Suisse  Given that Singapore’s economic prospects will continue to be highly dependent on global economic growth, CS’s global and regional economists’ and strategists’ relatively bullish views augur well for Singapore. On a global basis, we expect GDP to expand by 4.7% in 2010E and 4.4% in 2011E. Following the slowdown in 2H 2010, the pace of expansion is expected to pick up again early next year. Key themes in 2011 include more aggressive capital management and another strong year for tourism. ● Driven mainly by the projected earnings growth, we expect Singapore Inc.’s ROE to continue expanding from 11.5% in 2010 to 12.7% in 2011 and 13.1% in 2012. Our P/B versus ROE analysis (applying our 2012 ROE projection) implies an end- 2011E MSCI Singapore Index target of 438, representing 19% upside from here. The ROE improvement over the next two years could surprise on the upside as a result of more aggressive capital management by companies here. ● We are OVERWEIGHT capital goods, property and transport and UNDERWEIGHT telecom and consumer discretionary. We are MARKET WEIGHT banks, consumer staples and financials. ● Our top picks are SMM, NOL, CDL, Keppel and Olam. We are also positive on Wilmar and SIA. Within the mid-cap names, we like CDLHT, Wing Tai, and M1. On the other hand, our key sell ideas are SMRT, STE and Tiger Airways.   Make love more, don't make more enemies
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beruangface Senior	26-Nov-2010 16:34        beruangface About Contact  Quote this Post!
x 0   x 0  Alert Admin	DYNAMIC, remisier king said he wants to put his life savings to make the world more colourful freeman_5js      ( Date: 26-Nov-2010 16:25) Posted: Any counter to take note of now?
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freeman_5js Senior	26-Nov-2010 16:25        freeman_5js About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Any counter to take note of now?
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