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BELIEF ! 
dOn't knOw mUch abOUt d-O-w dOw dOn't knOw mUch abOUt s t I dOn't knOw mUch abOUt F A dOn't knOw mUch abOUt T A dOn't knOw mUch abOUt MBA dOn't knOw mUch abOUt PhD dOn't knOw mUch abOUt SEX dOn't knOw mUch abOUt HIV dOn't knOw mUch abOUt rIsk dOn't knOw mUch abOUt FEAR dOn't knOw mUch abOUt warrant dOn't knOw mUch abOUt C I A dOn't knOw mUch abOUt C F A dOn't knOw mUch abOUt C M A dOn't knOw mUch abOUt C P A dOn't knOw mUch abOUt P A P dOn't knOw mUch abOUt T O T dOn't knOw mUch abOUt C F D dOn't knOw mUch abOUt merItOcracy dOn't knOw mUch abOUt medIOcrIty dOn't knOw mUch abOUt lOngIng dOn't knOw mUch abOUt shOrtIng dOn't knOw mUch abOUt lOsIng dOn't knOw mUch abOUt faIlIng Only knOw hOw tO lOve GENTING Only knOw hOw tO lOve TWiNS Only knOw abOUt PROPHECY Only knOw abOUt LEGACY Only knOw abOUt LEGEND Only knOw abOUt BELIEF Only knOw abOUt TRUTH Only knOw abOUt SUCCESS Only knOw abOUt wInnIng Only knOw abOUt CHEERS Only knOw abOUt lOve
GENTING HK
USD0.600
PROPHECY ******** TRUTH
pharoah88 ( Date: 26-Aug-2010 17:31) Posted:
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DREAM ! GENTING HK USD0.60
GENTING *** HK
hIstOrIcal ^^^ hIgh
***** USD0.60 *****
I call
CHINA JISHAN a STEALTH stock.Hulumas ( Date: 01-Sep-2010 12:28) Posted:
CHINA JISHAN
pharoah88 ( Date: 01-Sep-2010 12:13) Posted:
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GENTING HK
GENTING SP
OOUCH !
phoroah88, you got a nice and well groomed hand. hahaha!
pharoah88 ( Date: 03-Sep-2010 11:41) Posted:
Friday: 3 SEPTEMBER 2010
GENTING HK
*ANNIVERSARY CRUISE*
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Friday: 3 SEPTEMBER 2010
GENTING HK
*ANNIVERSARY CRUISE*
Yangzijiang Shipbuilding: More shipbuilding contracts and TDR listing
Summary: Yangzijiang Shipbuilding (YZJ) recently announced that it has entered into 28 shipbuilding contracts worth a total of US$915m since 1 Jul 2010. The vessels are scheduled for deliveries from 2011 to 2013. The group has also fixed the issue price for its TDR listing at NT$18.8 per TDR.
As every two out of the 240m TDRs represent one share of YZJ, this issue price is about S$1.585 for every YZJ share and almost similar to Tuesday’s closing price of S$1.59. Besides the listing proceeds of about S$153m, the group will also be able to increase its publicity in Taiwan where a number of its existing and potential customers are.
As YZJ is the first mainland Chinese company to list on the TSE, this should help its publicity in TSE and China China. We have rolled forward our valuation and increased our earnings estimates from FY11 onwards to take into account the new orders.
As such, our fair value estimate rises from S$1.66 to S$1.76. Maintain BUY. (Low Pei Han)For more information on the above, visit www.ocbcresearch.comfor detailed report.
Market: Unusual uncertainty
Summary: The CSI 300 Index has underperformed the region, and there is rising concern over the pace of recovery. The recently concluded 2Q corporate result season saw good earnings, but we reiterate our view that for any further upwards re-rating, better corporate earnings is essential. With earnings clarity showing signs of dimming, the market tone has also turned decisively more muted. This has translated into narrow trading band for the STI. On the downside, we see limited risks as the market is well supported by low valuations at the present moment. The STI is currently trading at only 14.2x this year’s earnings and 13.1x next year’s earnings. In addition, the S&P is at 12.6x this year’s earnings and 11.0x next year’s earnings versus its historical average of 16.5x (since 1954). Our preferred strategy is to pick value stocks that will outperform in the longer run and not be too severely affected by the short-to-medium term volatility. We continue to favour Ascott Residence Trust, DBS, Ezra Hldgs, Hyflux, Keppel Corp, Midas Hldgs, M1, Noble Group, Olam, Pacific Andes, Sembcorp Marine, SATS, Spore Press Hldgs and Swiber Hldgs. (Carmen Lee)
Yangzijiang
Outperform | $1.59
CIMB upgrades from Trading Buy and lifts the target price to $1.68 from $1.54 after increasing FY10-12 earnings estimates by 2 to 13 per cent to account for latest US$915 million worth of contracts.
The house says it expects the shipbuilder to clinch more orders for container vessels in the near term.
UEM LAND HOLDINGS (5148)
Wednesday: 1 SEP 2010 NOON BREAK
3,218,300
RM1.710 +RM0.040
Day Hi RM1.740
Day Lo RM1.670
Wednesday: 1 SEP 2010 NOON BREAK 13,600,200 RM8.500 +RM0.110 Day Hi RM8.600 Day Lo RM8.480
CHINA JISHANpharoah88 ( Date: 01-Sep-2010 12:13) Posted:
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GOLDEN TIGER YEAR
YEAR OF CHANGE
YEAR OF TRANSFORMATION
AGE OF STUPID
Wednesday: 1st SEPTEMBER 2010
Telco Sector: 2QCY10 scorecard; maintain OVERWEIGHT
Summary: All the three telcos - M1, SingTel and StarHub – showed some modest recovery in EBITDA margins in their 2QCY10 results recently; but it may just be a lull before the anticipated launch of the new iPhone 4G on 31 Jul.
But most note that EBITDA margins are still likely to decline slightly this year; StarHub for example, expects its EBITDA margin to hover around 28% vs. the historical average of 32-35%.
The telcos have also kept their earlier capex guidance or even reduced it slightly in the case of M1.
And thanks to their strong cashflow-generative businesses, the telcos have largely kept their dividend payout guidance;
* M1 to pay at least 80% of underlying net profit;
* SingTel to pay 45-60% of underlying earnings;
* StarHub to pay S$0.20/share, or S$0.05/share per quarter.
In light of the increased volatility in the market due to the unresolved uncertainties in Europe, the still floundering economic recovery in the US and potentially slowing economic growth in China, we continue to like the telcos’ defensive earnings and relatively attractive dividend yields.
Maintain OVERWEIGHT and our preference in the sector is M1. (Carey Wong)
For more information on the above, visit www.ocbcresearch.comfor detailed report.
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