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...
Positive impact on S-REIT sector
Tuesday, 16 December 2008
At 27 cents this morning, Cambridge Reit is down 56% from a year ago.
A KEY event in the S-REIT sector happened last week when Cambridge Industrial Trust secured debt refinancing.
Nomura Research said: ”The wider implication for S-REITs on the whole following this announcement is likely to be positive, and should help to allay much of the concern over refinancing, since Cambridge, one of the smaller S-REITs with no sponsor, has proven its ability to secure refinancing.”
Lingzhi is the first herb with Eu Yan Sang-AVA certification.
ASIAN HOUSEHOLD brand name Eu Yan Sang is a leader in retailing traditional Chinese medicine through its cutting-edge research work.
In the latest development, its medical herbs are 'fingerprinted' for grade and purity, traced to farm source, as well as clinically tested for function and efficacy.
We spoke with CEO Richard Eu for details on that landmark scheme.
DP Computers building in Kg Ampat is 100% occupied.
***Over 400 people read this within 24 hours!
CAMBRIDGE INDUSTRIAL Reit is among the top volume stocks this morning following its announcement last night that it has secured refinancing for its loans.
So much for the overwhelming fear in the market about the refinancing risk.
We reproduce (with permission) an irreverently-written but insightful estimate of the fair value of the Reit by sgdividends.blogspot.com
Its estimate based on Discounted Cash Flow is 5X the current market value. Really, ah?
SHARES OF palm oil plantations have been climbing in recent days on sharply higher exports of palm oil.
UOB Kayhian reported this morning (Dec 11) thatexports for the first 10 days of the month were 619,180 tonnes compared with 320,081 tonnes during the same period in November.
“This could be an early signal of a revival in palm oil demand,” according to the stock broker.
UBS Investment Research’s Dec 5 Asian Equities Outlook 2009 report: “Sentiment indicators are hitting extreme levels.
"We believe the market is due for a sharp rally in early 2009.The implied equity risk premium is now nearly 4 SD above mean.
"Meanwhile, the 13-week rate of change has hit -40%, suggesting a deeply oversold market. As well, we note that insiders buying in the market has widened beyond smaller stocks to include management of large blue chips.”
Benjamin Chan, 42, is an actuary in an international reinsurer.
***Over 650 people read this within 48 hours!
Q: What are your five key holdings and what percentage do they collectively represent in your portfolio?
A: They are Man Wah Holdings, Hongwei Technologies, Celestial Nutrifoods, Full Apex and Fung Choi Media. They represent 75% of my stock portfolio. You can tell that I am a focused investor!
SGX-listed Qian Hu sells millions of dollars of the dragon fish annually.
QIAN HU’S recently-expanded farm in Batu Pahat, Johor is 5X the size of its farm in the Choa Chu Kang area in Singapore. The game plan: Step up R&D and breeding of dragon fish. Qian Hu has just hired a R&D head who is completing his Ph.D. Full article: QIAN HU: Boosting dragon fish sales
Hive of activity at Drydocks World - Graha
Written by Sim Kih
Friday, 05 December 2008
Drydocks MD Mark Biggs explains yard operations and building progress to Singapore journalists. Photo by Leong Chan Teik
IT WAS just a plot of empty waterfront land last year.
Now, the Graha yard which Drydocks World took over from Labroy Marine has been transformed into a well-organized rig-building hub.
That's what we found out during a trip to the Batam site this week.
* Elson Ng, CEO, GMG Global * Bernard Lim, CEO, Design Studio * Joanna Wong, VP, Brand Management and Corporate Communications, Eu Yan Sang International * Danny Low, COO and exec director, Heeton Holdings * Liu Hua, CFO, Yangzijiang Shipbuilding * Vincent Lim, CEO, BH Global * Pengene Lee, exec director, Jollibean
10,600 unique visitors in November!
Wednesday, 03 December 2008
Source: Google Analytics
Dear 10,600 readers: Thanks for coming by to our website last month (November)!
You are welcomed to email us if you have comments or ideas to share.
Or post your views on stocks at our forum.
Click on the INVESTOR FORUM button at the top left-hand corner of this homepage.
May December be a cheery and wonderful month for you and your loved ones!
Winning the confidence of investors & insurers
Tuesday, 02 December 2008
Dr Ng Cher Yew (left) shakes hands on a deal to insure his company's abalone farms. Photo by Leong Chan Teik
Dr Ng Cher Yew, chairman of Oceanus: “As a good farm manager, we don’t have the same worry that an investor has. Since investors are not as believing and knowledgeable as us, we want the insurance to remove a concern they have.”
He was referring to the millions of abalones that SGX-listed Oceanus grows in China, which investors worry are at risk of being hit by disease.
OUR PICK of forumer of the month for November and winner of a bottle of wine is MacGyver, who had chalked up the highest number of postings - an amazing 132.
The wine is Dulong wine Marquis D'Alban Bordeaux Superior Rouge AOC vintage year 2003. We understand that it retails in local restaurants for $86.70.
Sebastian Chong, retired associate professor in accounting.
***Over 700 people read this within 48 hours!
STAY DIVERSIFIED. Stay patient.
Sebastian Chong’s portfolio, which embodies those qualities, has preserved a 17% gain it chalked up a month ago at the start of our Stock Challenge.
This is a new season in our Stock Challenge, which was conceived to present various people's approaches to stock-picking. Their results are measured against reality.
AsiaTravel.com resilient despite industry dampeners
Written by Sim Kih
Sunday, 30 November 2008
www.asiatravel.com
CASH REGISTERS usually ring loud for travel agencies during year-end as holiday travel surge, but this year’s high travel season was hampered by Bangkok’s anti-government protest.
How does this affect Asia’s largest online hotel reservation network, Asiatravel.com?
The company posted a 22% growth in top and bottom line for FY08 despite the year being plagued by financial turmoil, snowstorm in Southern China, earthquake in Sichuan, restrictions on travel during the Olympics, and political instability in Malaysia.
FOURBROKERS issued 'buy' or 'outperform' calls on China Zaino this month, with consensus target price at 49.5 cents.
Even the most conservative target price of 46 cents (from Bank of China who initiated coverage early this week) was double the last close price of 24 cents.
Broker
Report Date
Call
Target Price
Valuation
Bank of China
24 Nov 08
Outperform
46 cents
FY09 PE 4.4X
CIMB
10 Nov 08
Outperform
49 cents
FY10 PE 4X
Kim Eng
12 Nov 08
Buy
50 cents
FY09 PE 5X
UOBKH
10 Nov 08
Buy
53 cents
FY09 PE 5X
The top Chinese backpack maker is now trading at FY08 book value. What are its other wow factors?
S-CHIPS are flying up this morning following yet another massive interest cut by China yesterday to boost consumer spending.
Coincidentally, UOB Kayhian had a conference at the Pan Pacific Hotel on S-chips on Tuesday and yesterday! The participants were scores of fund managers.
FION PHUA, Tee Up Marketing Enterprises (HP: 9760-5080)
Dear advertisers...
***Over 400 people read this within 24 hours!
