Re:Sinotel Technolog... by neontet12th, Mar. 06:48 PM Very reassuring to know that Sinotel is getting higher in the val...
Re:Hotung by sgmarket12th, Mar. 05:27 PM Ah... just announced that one of its directors have bought 3milli...
Re:Design Studio - e... by newbie12312th, Mar. 04:15 PM Think like Design Studio and Kingsmen Creative have rested too lo...
Re:Hotung by sgmarket12th, Mar. 03:25 PM 1. Shares trading at steep discount of 0.55 P/BV
2. Announced di...
Re:Hiap Hoe by sumer12th, Mar. 02:21 PM Hiap Hoe went ex-bonus yesterday. The theoretical ex-bonus price ...
BIOSENSORS, DESIGN STUDIO: What analysts now say....
Written by The NextInsight team
Thursday, 04 February 2010
Price (local)
Market cap US$m
Core PE (x)
3-yr EPS CAGR
P/BV CY10
ROE (%) CY10
Div yield (%) CY 10
CY 10CY11
DESIGN STUDIO
0.61
109.4
4.7
4.1
44.7
1.8
43.0
6.4
KINGSMEN CREATIVE
0.56
79.1
6.9
6.8
4.6
1.9
28.3
5.2
DEPA
0.53
332.2
4.6
4.4
6.0
0.7
12.8
5.7
PICO FAR EAST
1.41
217.3
9.4
8.0
10.0
1.7
18.7
6.4
Nomura Singapore says Biosensors International is experiencing strong momentum in existing and new drug eluting stent markets. CIMB-GK expects Design Studio to be re-rated by the market as it is trading at 4.1x CY11 consensus earnings vs. the 6.4x average for its peers. Read more here.
CHINA VIDEO SURVEILLANCE: Bye S'pore!
Written by Leong Chan Teik
Wednesday, 03 February 2010
Ye Chen, China Video Surveillance.
THIS MAN is chairman and CEO of a S-chip, China Video Surveillance, and he has had enough of the low valuation, low liquidity, and low interest in his company’s shares.
And he wants to delist his company (market cap: S$6.7 million) from the Singapore Exchange.
US$8-billion property tycoon Ng Teng Fong dies at 82
Written by The NextInsight team
Wednesday, 03 February 2010
The sprawling home where Ng Teng Fong has lived for the past 30 years.
THIS IS No. 2, Watten Estate, the sprawling home of Singapore’s richest man, Ng Teng Fong, who had a net worth of US$8 billion. He died yesterday at 82, from a cerebral haemorrhage 10 days ago. The wake is held in his mansion, and his funeral will be this Saturday.
HDD recovery to benefit components makers
Written by Sim Kih
Wednesday, 03 February 2010
DBS Vickers has a 'Buy' call on Broadway, which is releasing its results on 23 Feb.
HDD COMPONENT makers Broadway and MAP Technology are releasing their FY09 results this month.
Analysts are expecting HDD component makers to post positive earnings surprises, due to the strong PC shipment recovery in 4Q last year.
DBS Vickers has a ‘Buy’ call on Broadway, with a target price of S$1.28 (last closing price: 77 cents). Read about the sector trend here.
DANIELXX: The sunny side of bear markets
Written by The NextInsight team
Tuesday, 02 February 2010
DanielXX's avatar
AREN’T THERE SOME stocks that you always wanted to buy because they had all the elements of a Buffett-type long-term stock? Except that their valuations were too expensive?
A market slump presents such an opportunity.
Click here to revisit an insightful article by DanielXX which we published back when markets were all gloom and doom.
CHINA SPORTS makes cash call 2X in less than 6 months
Written by Ernest Lim
Tuesday, 02 February 2010
* The Dow jumped 118 points this morning after a manufacturing index increased more than expected, stoking investor optimism
China Sports offers a selection of sports apparel under its YELI brand to complement its footwear range.
THE RECENT FORTNIGHT saw companies such as Sinotel and China Sports (CSPORT) announcing share placements.
I was surprised at CSPORT, as it had carried out a rights issue in Sept 09, raising $16.1 m.
I made some enquiries with Parry Ng, the company’s VP for Corporate Communications and Investor Relations.
CHINA STEEL: Beijing opines on ore talks, so whither steel shares?
Written by Andrew Vanburen (China Correspondent)
Monday, 01 February 2010
Walking the walk: Beijing hopes its steelmakers and global iron ore miners will reach a 'timely and fair' contract price. Photo: Baosteel
THE CHINESE government has been biding its time - and biting its tongue - on the sidelines of the annual iron ore contract price negotiations between Chinese steelmakers and the world’s top three mining firms for several months.
But Beijing has suddenly said it hopes both sides can reach a "timely and fair” deal that presents a “win-win” scenario for both mills and miners.
Click here to read more from the PRC press and find out where steel counters might be headed.
Why I sold my CHINA FISHERY shares during mini-euphoric rally
Written by Musicwhiz
Monday, 01 February 2010
Musicwhiz: China Fishery has a weak balance sheet and too high capex.
I GUESS THERE'S a time for everything, and the time had finally come for me to close the curtain on my investment in China Fishery.
On the morning of January 21, I decided to divest my entire stake in China Fishery at a price of about S$1.92, netting a gain of about 87% on my initial investment (excluding dividends).
CHARLIE'S views on...China Animal Healthcare, MAP and Straits Asia
Written by The NextInsight team
Sunday, 31 January 2010
Charlie Lau. Photo by Joan Kuan
THE US GDP grew at a 5.7% annual rate from October through December, more than anticipated and the strongest performance since the third quarter of 2003.
Will this catalyse a rebound in stocks?
Read Charlie Lau’s technical analysis on three stocks here.
Surviving a typhoon attack
Written by Leong Chan Teik
Saturday, 30 January 2010
Heng Long staff safe in Shanghai after typhoon Masta battered the city.
IMAGINE BEING all excited at Changi Airport and waiting for your flight to Shanghai with your colleagues. It’s a free company holiday! Then comes bad news: The flight is delayed - a typhoon is causing trouble in Shanghai. Read what happened to one of SGX-listed Heng Long’s annual staff holidays here, as recounted by its MD, in our new occasional series "Boss on Holiday!".
JUST ASK: "What are advantages of covered warrants?"
Written by The NextInsight team
Saturday, 30 January 2010
Ernest Lim, CFA, CPA
Reader: What are the differences between covered warrants and warrants?
What advantages does one have other the other? When a covered warrant expires, does a holder have to pay up the strike price?
Find out what answer Ernest Lim, CFA, CPA, is giving to this reader in our popular weekly series titled JUST ASK.
HK-LISTED BONJOUR: Beauty firm’s margins more than skin deep
Written by Andrew Vanburen (China Correspondent)
Saturday, 30 January 2010
Slimmer customer = fatter margins. Photo: Bonjour
BONJOUR HOLDINGS Ltd (HK: 653) believes that there is no need to go to the customer when said customer is more than happy to come to Bonjour.
The Hong Kong-listed provider of beauty and health-care products as well as operator of beauty and health salons across the SAR and Macau has yet to truly enter the adjacent mainland market with its 1.3 bln consumers.
That is because PRC shoppers are more than happy to visit Bonjour’s 35 shops across the border.
To read what the company’s executive director told NextInsight, click here.
