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...
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.
SINOTEL: What analysts now say (after a visit to China)....
Written by NextInsight team
Tuesday, 27 October 2009
Landmarks in China which Sinotel has provided infrastructure for wireless transmission.
THREE analysts released their reports yesterday (Oct 26) after returning from China where they visited Sinotel Technologies’ office and worksites.
Two analysts' target prices were in a tight range of 92-93 cents while a third target was 76 cents. Some reports contained a timeline for how Sinotel’s contracts progress and when the company recognises revenue – the first time it has been released to the public.
It provides clarity on why Sinotel has relatively high working capital needs and relatively long receivable days. For more, click here.
CNNC: One of only 2 allowed to import uranium into China
Written by Andrew van Buren (in HK)
Tuesday, 27 October 2009
CNNC Intl's state-owned parent invests in Chinese nuclear power plants like this one in Qinshan, which will soon be buying uranium from CNNC.
CNNC INTERNATIONAL Ltd (HK: 2302), expects upcoming revenue inflows from uranium sales to its parent to offset weaker performance from its traditional breadwinner – die casting.
HK-listed CNNC Intl, whose parent China National Nuclear owns a 62.1% stake, was hard hit by the global recession and its drag on die-casted products demand.
This, along with an expected jump in future uranium demand on growing nuclear power reliance in China, are the main drivers pushing CNNC Intl to invest more in mining the valuable radioactive commodity. To learn more about this unusual company, click here for our recent interview with a high-ranking executive.
KEPPEL CORP: What is the potential upside?
Written by NextInsight team
Monday, 26 October 2009
Keppel Corp has doubled in stock price in the past year.
KEPPEL CORP delivered strong results recently with sales up 14% to S$9.2bn for the nine months of the year. Net income rose 10.6% to S$922m. 3Q09 net income was up 17% y-o-y to S$319.6m.
”Management appears increasingly more confident of its prospects across the divisions. Maintain Buy, with what we see as attractive upside to our target,” said Kevin Chong, an analyst with Deutsche Bank.
His price target: $11.20 (compared to the last closing price of $8.15). What do other analysts say? Click here.
ANWELL on roadshow to highlight its solar story
Written by Leong Chan Teik
Sunday, 25 October 2009
Anwell's solar plant in Henan is fully automatic. File photo by Leong Chan Teik
STARTING sometime after the next Chinese New Year, Anwell will begin mass production of solar panels from its 40 MW plant in Henan.
Will there be ready buyers for the panels? Isn’t there a production overcapacity of panels in China?
What’s the $ value of the gigantic order of 1.25 GW of panels from Solargen?
Read here the answers given by the CFO of Anwell when he met analysts and fund managers recently.
SUNPOWER, UNITED ENVIROTECH: Latest announcements...
Written by NextInsight team
Saturday, 24 October 2009
Prof Guo Hong Xin, chairman of Sunpower. Photo by Sim Kih
SUNPOWER GROUP has clinched a RMB18.5 million contract with Zhejiang Yisheng Petrochemical Company Ltd. to manufacture, and supply two sets of special-material oxidation reactor equipment. UNITED ENVIROTECH has strengthened its recurring income base with a newly secured BOT (Built-Operate-Transfer) project, which will have a positive impact on the Group's performance in FY10.
OUR FORUM receives quality postings from time to time – and you would have done well if you had read some threads early enough, such as: * Techcomp has soared 65% since Morpheus first highlighted the stock here. * Sinotel Technologies has gone up 270%. Thanks Shuishui for starting this thread. * China Eratat has shot up 285%, cheered on by Bestworld (who appears to be holding the stock still) with his long-running thread here.
To view all other threads - and to post your stock ideas - click on the INVESTOR FORUM button on the top lefthand corner of this page.
CHANGJIANG: Smaller than China XLX, but with far better margins
Written by Sim Kih
Friday, 23 October 2009
About 50 investors gathered at a meeting this week, which Changjiang held at Capital Towers in conjunction with the commencement of trades in its shares. Photo by Sim Kih
TRADING IN Changjiang Fertilizer started yesterday with the second fertilizer producer listed on SGX closing at 31.5 cents, or 8.6% above the issue price of 29 cents per share.
Located in Hunan, Changjiang serves southern China while China XLX, the first fertilizer producer to list on SGX, serves two major agricultural provinces further north.
Changjiang Fertilizer is only a tenth the size of China XLX, but the former is more lucrative, based on 1H09 results.Read about it here.
LORENZO: New S$14-m factory a busy hive of activity
Thursday, 22 October 2009
Lorenzo's new factory is rushing production for Christmas orders.
FURNITURE MANUFACTURERS like Lorenzo International are busy these days.
For Lorenzo, it was good timing that it could move into its new factory near Shanghai, and start operations in August this year.
By the second half of next year, that factory could be producing 150% more furniture sets from its China factory, said Lorenzo’s Finance Director, Mr Lee Fut Hua.
CHINA TAISAN, CHANGJIANG FERTILISER: Latest announcements.....
Wednesday, 21 October 2009
Knitting machine at China Taisan
CHINA TAISAN's order book stood at RMB205 million as at 15 October 2009 as the enquiries of new fabric prototypes have translated into confirmed orders.
CHANGJIANG FERTILISER HOLDINGS, an established coal-based fertilizer producer of nitrogenous fertilizer in Hunan Province, China, successfully completed the compliance placement of 84,400,000 ordinary shares.
L-R): Pearl Peng, consultant, Aries Consulting, Mark Lee, executive director, Aries Consulting, Larry Lo, MD, Westminster Travel Ltd
WESTMINSTER TRAVEL, which is listed on the Singapore bourse, was awarded the “Best Travel Agency-Hong Kong” of TTG Travel Awards 2009 for the second consecutive year.
As the global economy recovers and travellers head for the skies again, Westminister is ready to capture a slice of the action.
It recently moved into a new office – a sign of its business foresight and growth plans.
At ASL's yard in Batam: A new ship resting on 'balloons' which will make the launch into the water smoother. Photo by Leong Chan Teik
ASL MARINE’S business of building ships is not exactly looking great – not when it has not received a single order for the past 12 months. But ASL does have a big shipbuilding order book of $523 million on hand to keep its yard in Batam busy for the next two years.
The company has another core business which it is focusing on – shiprepair. Click here for why analysts have a 'buy' rating after visiting ASL's yard in Batam.
OCEANUS: An ocean of opportunity?
Monday, 19 October 2009
Oceanus jv restaurant has just opened in Orchard Central. NextInsight photo
THE LATEST about Oceanus is its restaurant in the chic Orchard Central, where crowds have been spotted enjoying the abalone dishes.
This is just one outlet of 170 that Oceanus plans to open by 2011. Operating mainly in China, the chain will be spun off in an IPO.
Find out more about the restaurants. How enormous is the scale of its abaone farm business? Click here.
Bull's eye! Articles you should have read in Mar/Apr
Sunday, 18 October 2009
The Edge weekly's 5 picks as recommended about six months ago - boy, how they have soared!
AS WE JOURNEY through the last quarter of this year, at a time when many stocks have soared, it’s fascinating to go back to when things looked really bad about six months ago.
From our archives (the button is at the top lefthand corner of this homepage):
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