Re:market correction... by MacGyver30th, Jul. 04:11 PM Market is bullish again.. Good trading period from now to early-m...
Re:Map Technology - ... by happin30th, Jul. 03:16 PM MAP is now at 6 cents. Noticed that yesterday's last trade was 1...
Re:Rokko-An Explosiv... by neontet30th, Jul. 07:41 AM all these semicon companies are doing really well.
congrats on s...
market correction by pathfinder30th, Jul. 12:10 AM With all US company result good news ending in 2 weeks time & no ...
Re:Rokko-An Explosiv... by MOSBY29th, Jul. 11:49 PM http://www.remisiers.org/research//dailyex2307.pdf
TP :$0.30...
AUSGROUP, REITS: What analysts now say....
Written by NextInsight team
Monday, 09 November 2009
***Look out for our report at 9 pm today on United Envirotech's briefing for analysts and fund managers
Steel jacket by AusGroup for NZ gas project.
CIMB-GK organized a roadshow for AusGroup in Singapore and Hong Kong, and has some takeaways. DBS Vickers says it prefers S-Reits to property developers. Find out why here.
HENGYANG (recent IPO): Gem of a stock?
Written by Sim Kih
Monday, 09 November 2009
Shanghai-based fund manager, Rocky Lu has several million dollars in S-chips. Photo by Sim Kih
"A PETROCHEMICAL SERVICES provider in China that is not state-owned is a gem of a find," said China Best's Rocky Lu.
The Shanghai-based fund manager told me this of Hengyang when we visited its chemical storage plant last week.
Hengyang, a recent IPO on the Singapore Exchange, will also be the first chemical logistics chain on the Yangtze River, which waters the economic belt that contributes close to 50% of China's GDP, and about 35% of national exports.
The growth prospects arising from Hengyang’s plans to operate ports along the river add sparkle to this stock with high margins and a defensive revenue stream.
One of them, Broadway Industrial, has just reported a 219.5% y-o-y jump in its Q309 net profit to $8.7 million.
Notably, its gross margin rose from 6.6% to 11.7% y-o-y.
We attended a briefing this week for analysts by Broadway executive chairman SS Wong, and here are insights into the company’s prospects – and forward strategies.
After 6 weeks of correction....
Written by NextInsight team
Saturday, 07 November 2009
A Thistle hotel in London that is part of the GuocoLeisure group.
IT HAS BEEN about 6 weeks since Singapore stocks peaked and started undergoing a correction. GuocoLeisure closed at 78.5 cents on Sept 25 but ended 60 cents yesterday.
Sinotel Technologies hit 71.5 cents on Sept 23 but closed at 51.5 cents yesterday. Bucking the trend: Anwell Technologies hit a 52-week high to close at 60.5 cents yesterday.
New listcos including tentmaker Toread saw major corrections in their first few days on Shenzhen's new board.
CHINA'S VERSION of the Nasdaq is not only attracting the interest of potential investors and existing shareholders, but also raising the eyebrows of bourse officials due to its relatively high P/E ratios and recent volatility.
Click here to see what a high-ranking official at the country’s securities watchdog had to say about the Shenzhen GEM Board.
SUNPOWER: Developing cutting-edge equipment
Written by Sim Kih
Friday, 06 November 2009
*** The Dow shot up 203.82 points this morning to close at 10,005.96.
Analysts check out work-in-progress of Sunpower's heat exchanger. Photo by Sim Kih
GLOBAL TRADE growth is now driven by petrochemicals and commodities exports to China and India.
Two Singapore-listed petrochemical-plays - Sunpower and Hengyang - played host to Singapore analysts and NextInsight last week.
Sunpower is located in Nanjing, where economic activity is driven by the petrochemical industry.
ATA (Nasdaq: ATAI) benefits from a shaky economy - and a strong one too.
The Nasdaq-listed firm is China’s largest professional services provider for testing, assessment and related services.
To find out more about this innovative company, I spoke with Carl Yeung, 30, its CFO, who himself has a few sterling paper credentials, including an economics degree from Wharton School.
CSST: Training its eyes on China’s security surveillance market
Written by Andrew van Buren (in Shenzhen)
Tuesday, 03 November 2009
CSST has a sprawling factory in Shenzhen.
NYSE and Nasdaq Dubai-listed China Security & Surveillance Technology Inc (CSST), the country’s biggest public homegrown manufacturer and installer of security and surveillance systems, has enjoyed explosive growth of late.
It has been buoyed by domestic firms and local governments beginning to see enhanced security systems as a necessity rather than a luxury. Its revenue spurt should make it a much-watched ticker on Wall Street.
ROBERT STONE's views on his multi-m $ investment in Anwell
Written by NextInsight team
Monday, 02 November 2009
Robert Stone, Singapore investor
MARKET INTEREST in Anwell Technologies has developed over the last few months after it reached key milestones in its nascent solar business.
Long before that, sometime last year, Singapore investor Robert Stone decided to pump $2 million into Anwell’s solar business via the purchase of convertible bonds.
He didn’t stop there. To date, he has accumulated 4.5 million Anwell shares – even though he figures that the company could report operating losses for a few quarters to come.
Read his views on Anwell and the solar industry’s prospects here.
TECKWAH: A deep-value stock?
Written by Leong Chan Teik
Sunday, 01 November 2009
Few Singapore-listed companies have the longevity of Teckwah, which was founded in 1968.
TO INVESTOR David Yee, when a company has $40 million cash on hand, 0.01% gearing and a market capitalization of $54 million, it’s time to buy the stock.
Teckwah Group (its IPO was in 1994) was the company that fit the bill.
David started a thread on Teckwah on the NextInsight forum, which caught our attention and we decided to contact the company's management for a meeting. Read what we learnt here.
Why did Sebastian sell Yanlord, Straits Asia and Guthrie?
Written by Leong Chan Teik
Saturday, 31 October 2009
NextInsight file photo of Sebastian at his seminar in Aug.
FIVE MONTHS gone – with just one more month to go in this current edition of Stock Challenge.
Sebastian Chong continues to lead the pack with a 98% gain in his portfolio. In the past few weeks, he sold some favourites of his - Yanlord, Straits Asia and Guthrie - to buy Anwell Technologies and Ziwo.
But he is holding on to Yongnam warrants. Read his reasons and the reports of the other Stock Challenge participants' performance to date here.
WITH D-Day coming up next week, Saizen REIT’s insiders have stepped up their buying of units of the REIT. D-Day is when Saizen has to refinance the YK Shintoku commercial mortgage-backed securities loan that will be due – failing which Saizen will be deemed to have defaulted on it.
As for shares of Poh Tiong Choon Logistics, surprise! A couple – Adrian Ho and Anne Marie Choo – have emerged as substantial shareholders. Who are they? Read more here.
CHINA NEW TOWN, EU YANG SANG: Latest announcements .....
Written by NextInsight team
Friday, 30 October 2009
A popular product of Eu Yan Sang
CHINA NEW TOWN has sold land use rights of a residential land parcel in Wuxi New Town for RMB202.6 million.
Eu Yan Sang made $3.6 million in net profit for the quarter ended Sept 30.
Kuah Kok Kim, chairman of MTQ. NextInsight file photo
MTQ Corporation had a good set of profits to announce yesterday, especially a jump in the value of its equity investments.
It also had sizzling news of a partnership in Australia with Bosch which potentially could be a huge boost to the company's earnings in the next financial year. Read what the MTQ chairman told analysts yesterday about the deal to distribute the full range of Bosch automotive products (such as brake linings and windscreen wipers) to the aftermarket in Australia. Click here.
OCEANUS, CHINA TAISAN: Latest announcements ....
Written by NextInsight team
Wednesday, 28 October 2009
Oceanus' JV restaurant which opened in Orchard Central last month. NextInsight photo
OCEANUS GROUP is proposing to list Taiwan Depository Receipts for its shares on the Taiwan Stock Exchange. At a key Shanghai fair, China Taisan has received positive response to the three new performance fabrics developed through its R&D collaboration.
SINO-LIFE: Taking funeral services to the next level
Written by Andrew van Buren (in HK)
Wednesday, 28 October 2009
Relatives of the dead rarely bargain over rates for funeral services.
SINO-LIFE Group Ltd (HK: 8296) is a five-star funeral services provider in the PRC and Taiwan, and aims to take the final service to, well, the next level.
In an interview with the Hong Kong-listed firm’s financial controller, Mr. Leo Mok told NextInsight that the company enjoyed upward pricing flexibility due to the unique nature of both the market and business.
It also benefited from a prominent position along with a select number of competitors in the massive PRC market.
To learn more about Sino-Life’s unique and compelling story, click here.
FION PHUA, Tee Up Marketing Enterprises (HP: 9760-5080)
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