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...
Milestone in Anwell's history
Wednesday, 02 September 2009
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.
KOON turns around with solid 1H profit
Written by Sim Kih
Friday, 28 August 2009
***KOON closed up 8 cents today (25.8%) at 39 cents.
CEO Tan Thiam Hee
LOCAL CONSTRUCTION player, Koon Holdings, has returned to the black a year after its new CEO took center stage.
He is Mr Tan Thiam Hee, the former financial controller of ASL Marine.
Assuming the second half brings in the same earnings as the first half, the current-year PE of Koon is around 2.5X based on a stock price of 31 cents.
The company is paying an interim dividend too. If annualised, the dividend yield is 6.5%.
*** ABTERRA has become the latest China company to announce plans for a dual listing in HK. See announcement here.
Z-Obee's stock price surged 40% in hopes of a richer valuation on the HKSE.
Z-OBEE’S STOCK price surged 40% overnight to 12 cents last Fri after it announced plans to list on the Hong Kong Stock Exchange in addition to its SGX listing.
Investors got excited because sector PE for technology hardware and equipment stocks listed on the SGX is only 8.5, compared to 13.4 for Hong Kong.
Z-Obee’s market cap of about S$60 million may not interest many fund managers, but its valuation is moving in tandem to the premium that HKSE tech equipment stocks command over those listed on the SGX.
Read what other Z-Obee corporate developments are exciting investors here.
ADAMPAK, UOB, ANWELL: What analysts now say...
Tuesday, 25 August 2009
UOB stock closed at $16.80 yesterday. Photo by Leong Chan Teik
UOB Group is a ‘buy’, says Citigroup in its latest report, adding that it is positive on all banks as the Singapore economy is past its worst.
For Adampak and Anwell, there is upside too, according to DMG & Partners.
SGX-listed Midas Holdings designs and manufactures aluminium alloy products (above) for the production of train carriages.
IN STEP with the vibrant domestic demand for inner city transport, metro subway systems have been keeping their finger on the pulse of demand shifts, and now – after a seven year relative hiatus – there are signs of an imminent resurgence.
During a recent internal meeting, a director in the department of Construction Bureau at the State Council, Mr. Lu Kehua, said that 22 subway projects worth a total of 882 bln yuan had already received approval.
MAP Technology's office (above) is in UOB Plaza 2 while its manufacturing plants are in Thailand and elsewhere in the region. NextInsight photo
WHAT A highly profitable week it has been for investors of a number of stocks, including:
* MAP Technology: A most improbable multi-bagger, the stock soared 50% yesterday to 9 cents from its theoretical x-rights price of 6 cents. Prior to going x-rights, it had jumped 100% from 13 cents to 26 cents within three weeks. Read our story and forum postings.
* Sinotel Technologies: A stock that’s benefiting from wider market awareness of the multi-trillion-dollar 3G rollout in China. Read our latest story and forum postings. * Wee Hur: This construction stock shot up 20% in the past week to 55 cents. Yet, it’s not well known in the stock market, so read our story here.
China steel sector on another roller coaster ride
Saturday, 22 August 2009
Steel-hungry industries like shipbuilding often frustrate supply-demand forecasts due to their heavy reliance on bulk order-based purchases. Photo by Andrew van Buren
CHINA’S POLICYMAKERS and industry players are striving to adjust policy based on the real-time, on-the-ground supply situation for steel so as to prevent instability in the pricing regime for such a key industry.
This is even more necessary as the country’s steel sector is once again flirting with pricing volatility as it climbs onboard for yet another rollercoaster ride.
RENHE digs in, and builds subterranean shopping centers
Friday, 21 August 2009
Undergound air raid shelter turned into a Renhe shopping centre.
RENHE COMMERCIAL Holdings Company Ltd (HK: 1387) is China's largest non-state-owned developer and operator of underground shopping centers.
It has been using to full advantage its facilities built as officially approved civil air defense shelters to also serve the needs of increasingly wealthy Chinese consumers since its first such subterranean complex opened for business 17 years ago in the northeastern city of Harbin.
A senior executive with the Hong Kong-listed firm recently spoke with NextInsight, Aries Consulting and a group of Greater China fund managers on the company’s strategic locations and future plans. Click here.
DRYDOCKS WORLD-SEA delivers 5 vessels from Batam yards
Thursday, 20 August 2009
This cement carrier spans 170 metres long and is of 30,000 dwt. Photo: DryDocks World-SEA
This is the ENDEAVOUR, which now has emerged as the world’s largest vessel of her type.It is a fully pneumatic self discharge cement carrier.
It spans 170 metres long and is of 30,000 dwt, and was built in the Batam shipyard of Drydocks World – Southeast Asia (DDW-SEA).
Formerly owned by Labroy Marine and Pan-United, the shipyards of DDW-SEA have delivered four other vessels recently, it was announced today. Read more here.
ASL MARINE's net profit at $71.1 m for FY09
Thursday, 20 August 2009
Source: ASL Marine
ASL Marine has had a good streak over the past few years during the shipbuilding boom. The outlook, however, is much more subdued.
What’s good for the company is that its current orderbook is $523 million and will keep its shipyards in Batam busy till end of FY11 (ending June 2011).
Click here for what the chairman told analysts yesterday evening, including the bright spot - shiprepair - after announcing $71 million in net profit for FY09.
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