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...
OCEANUS, SINOTEL: What analysts now say....
Friday, 11 September 2009
Shish kebab with abalones. Photo: Oceanus
FANCY SOME abalones on a shish kebab stick? This is a creative dish offering from Oceanus’ 70%-owned restaurant chain which is expanding in China.
The restaurant business is valued separately by Westcomb Securities from the farm business of Oceanus, yielding a total valuation of 53 cents a share.
Sinotel Technologies, meanwhile, has received a sharply upgraded target price from Phillip Securities – from 33 cents all the way to 93 cents. Read more here.
The Edge highlights unusual stock FABCHEM
Thursday, 10 September 2009
This edition of The Edge is currently on sale at the newsstands.
FABCHEM CHINA is an unusual business – that of manufacturing explosive devices such as boosters, seismic charges and tube charges.
A story on the company in the current edition of the popular weekly, The Edge, caught our eye as the angle was on the potential earnings kick that the massive infrastructure projects in China could give the business.
In the quarter ended June, Fabchem's net profit after tax soared 69.5% year-on-year to RMB 19.6 million.
THE ABOVE three stocks came under significant accumulation by their substantial shareholders in the last couple of days. Click here for their recent business performance and who their substantial shareholders are.
LUM CHANG, CHINA HONGXING, FSL TRUST: What analysts say now...
Wednesday, 09 September 2009
Source: Kim Eng Securities report
LUM CHANG, which has just reported the sale of a piece of prime land in KL for a good profit, is the subject of a Kim Eng report.
Credit Suisse has some takeaways to share from the presentation by China Hongxing at a recent Credit Suisse conference.
And FSL Trust has a positive report from DBS Vickers. Read more here.
FIRST CHINA'S unit is 'Bloomberg of China'
Wednesday, 09 September 2009
Fund managers at the visit to the studio of a unit of First China.
FIRST CHINA Financial Group’s (HK: 8123) financial news program is helping educate more and more of China’s 100 mln shareholders, and is doing its fair share of taking some of the guesswork out of playing the capital markets.
Its increasingly popular Web, TV and handset-accessible program is called Stocks Online (股市在线). It is becoming an increasingly important part of the Hong Kong-listed group’s overall revenue earning regime.
Click here for our interview with Hu Peng, General Manager of Shenzhen Huatian Video Program Design Co, a unit of First China Financial Group.
Offshore stocks back in favor
Written by Sim Kih
Tuesday, 08 September 2009
'We are one of the few with expertise to design and build a wide range of offshore support vessels,' said CEO Lee Kok Wah. Photo by Sim Kih
LAST WEEK, CLSA and Kim Eng separately initiated coverage with ‘Buy’ calls on Ezion, which provides offshore marine logistics and support services.
In the same week, OCBC Investment Research, AmFraser and DBS Vickers maintained their 'buy' calls on Ezra.
Otto Marine is also a sizable offshore support player with a market cap of about half a billion dollars.
EPURE, SINOTEL, LONGCHEER: What analysts now say....
Tuesday, 08 September 2009
Forecast of Longcheer's performance by DMG & Partners
TWO STOCKS that are benefiting from the 3-G network rollout in China are rated a ‘buy’ by analysts in their latest reports. The two are Longcheer and Sinotel – the latter has, of course, been amply covered on this website. These are S-chips.
Another S-chip is Epure, a water play which is rated a ‘buy’ with a target price that is 14X next year’s earnings per share. Read more here.
HK bank which serves the low-income - and buyers of taxi licences
Monday, 07 September 2009
Public Financial stock has doubled since its low in March this year
PUBLIC FINANCIAL Holdings in Hong Kong is a subsidiary of the Public Bank of Malaysia.
The HK company has an interesting business mix, focusing on those customers, particularly middle- and lower-income borrowers, who need short term cash flow solutions.
It also finances purchasers of taxi licenses and taxi managements, which is a significant part of its business. Read our interview with its director, Tan Yoke Kong.
INSIDER SELLING: JEL, ASIA WATER, SINOTEL
Sunday, 06 September 2009
Compiled by NextInsight
JEL, a usually illiquid stock, shot up in volume on Friday and the stock price soared 42%. It was later announced that there was a married deal.
Asia Water and Sinotel stock also were sold by substantial shareholders, but these were puzzling moves. Why? Read more here.
SAIZEN REIT: Net asset value 40 cts, stock price 16 cts
Saturday, 05 September 2009
Photo courtesy of Saizen REIT
THIS IS one of the 166 residential properties in Japan owned by Saizen REIT, which is listed on the Singapore Exchange.
The Reit's net property income for FY09 ended June rose 17.2% to 2.9 billion yen.
But it is facing a challenge refinancing a mortgage-backed loan which is due in two months' time.
Read our long feature on this REIT, whose units its management has been actively buying.
QUALITY HEALTHCARE: 130-year company run by S'porean doctor
Friday, 04 September 2009
Dr Lincoln Chee, CEO of Quality Healthcare in HK. Photo by Andrew van Buren
QUALITY HEALTHCARE Asia Ltd (HK: 593) has been around in one form or another dating back to the late Qing Dynasty, with experience in local medical services of over 130 years.
That makes it an unusual business to get to know. It also happens to be run by a CEO, Dr Lincoln Chee, 45, who graduated with a medical degree from the National University of Singapore.
In the first half to June, the health provider group managed an 11% year-on-year net profit increase to 32.5 mln hkd, while the top line was up an impressive 15.4% at 536.9 mln hkd.
HYFLUX, ROXY PACIFIC, FSLT: What analysts now say .....
Thursday, 03 September 2009
Forecast of Hyflux performance by DBS Vickers.
HYFLUX trades at a PE of 23X this year’s earnings as forecast by DBS Vickers – yet it is rated a buy. Why?
Roxy Pacific, a property developer, is a ‘buy’ also, according to SIAS Research.
However, First Ship Lease Trust’s fair value of 64 cents, according to UOB KH, is a whisker away from its current market price. Read more here.
Stocking up for recovery in croc skin demand
Written by Sim Kih
Thursday, 03 September 2009
Stocking up on raw crocodilian skin. Photo by Sim Kih
”THE SUPPLY OF alligator skins will drop sharply one year from now,” said Heng Long’s executive director, Mr Koh Choon Heong, at a recent lunch with analysts.
As a price leader and a stockist of crocodilian skin, Heng Long expects to be in an enviable position when luxury goods demand come back.
Meanwhile, it is negotiating with alligator farms to hold back culling for skins.
Franky Fan (third from left) with key management staff - and the first panel. Photo: Anwell
THIS picture will go into the history book of Anwell Technologies, which is listed on the Singapore Exchange. The black panel the men are posing with is the very first solar panel produced by the company after building the production line from scratch over the past two years.
With that, Anwell has become one of only four companies in the world capable of building large-scale production systems for thin-film solar panels. Read our interview with Franky Fan, its chairman and CEO.
STOCK CHALLENGE: Sebastian is up 116%!
Tuesday, 01 September 2009
Sebastian Chong. NextInsight file photo
IN OUR current edition of Stock Challenge, Sebastian Chong has demonstrated the power of decades of real-life investing experience and academic training by extending his latest gain to 116%.
One of his picks, Sinotel Technologies, has done very well, and continues to surge this morning (to 63.5 cents as we write).
Sinotel happens also to be a big part of the rising portfolios of neontet and Shuishui. Both of them and Sebastian bought Sinotel at firesale prices when the PE was 2-3X only.
SINOTEL, ASL MARINE, S-REITS: What analysts now say ....
Tuesday, 01 September 2009
Winston Peak, analyst, AmFraser.
SINOTEL TECHNOLOGIES surged 9 cents (20.5%) to close at 53 cents yesterday (Aug 31) after AmFraser Securities initiated coverage of the stock.
AmFraser analyst Winston Peak derived a target price of $1.04, about twice as high as that of Kim Eng Securities’ (51 cents) which was the highest until AmFraser came along.
At DMG & Partners, the shares of ASL Marine also received a thumbs-up while JP Morgan highlighted the upside potential of S-REITS.
Part of the GuocoLeisure group: The Thistle Charing Cross Hotel in London. Photo: Internet
A couple of stocks that were featured on this website have done very well in the past week:
* GuocoLeisure: This owner and operator of a chain of hotels, mainly in UK, has soared from 39 cents to 53 cents for a 36% gain. Click here for why Sebastian Chong highlighted this stock at his seminar recently. * AusGroup: This Aussie company has shot up from 64 cents to 75 cents, for a 17% gain.
Click here for our coverage of the company’s briefing to analysts recently.
* Sarin Technologies: Shares of this Israeli company, which develops software and equipment for diamond manufacturers, have gone ballistic, rising from 22 cents to 42 cents. Click here for our recent interview with the chairman when he was in town.
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