Your top picks for 2014?

More
10 years 9 months ago #18425 by zane
Replied by zane on topic Your top picks for 2014?
How about XMH, which has sunk quite a lot from 42 cents to 34 cents on a weaker Indon rupiah slowing down its Indonesian business?

Please Log in or Create an account to join the conversation.

More
10 years 9 months ago #18432 by Rock
Replied by Rock on topic Your top picks for 2014?
My top picks for 2014

1. Chip Eng Seng
2. Straco
3. Koh Brothers

Please Log in or Create an account to join the conversation.

More
10 years 9 months ago #18433 by lotustpsll
Replied by lotustpsll on topic Your top picks for 2014?
These are my picks :-

Valuetronics
King Wan Corporation
Straco

Please Log in or Create an account to join the conversation.

More
10 years 9 months ago - 10 years 9 months ago #18434 by GEO
Replied by GEO on topic Your top picks for 2014?
my micro pennies picks are:
1) JEP
- loss making discontinued Thailand subsidiary sold
- expanding operations and increase manufacturing capacity due to increased orders
- gave dividend of 0.001 last year and interim 0.001 this year
- based on half year results, turn profitable
- manufacturer of engine casing and landing gears of passenger aircrafts

2) ACMA
- Can sell Nano Particle Additives to save fuel consumption to 4000 TRANS-CAB taxis
- Can sell Nano Particle Additives to save fuel consumption to 16000 ComfortDelgro taxis
- Supply Nano Particle Additives to save fuel consumption for up to 500 SMRT buses over a period of 3 years
- Proposed Acquisition of 30% in LLC CC AVANGUARD 500 (AVG), principally engaged in engineering and engineering related construction in Russia, provide a profit guarantee to ACMA that the aggregate pretax
profits of AVG for the three financial years ending 31 March 2014, 2015 and 2016 will not be less than US$10.0 million
- treat the auxiliary engines of up to 50 APL container ships with nano particle additives for period of 5 years

3) SINGHAIYI
- based on half year results, turn profitable
- Tri-County Mall, bought for US$45M which is 77% discount to unaudited net book value, EBITDA for the 6-month period ended 30 June 2013: US$2.6M or 11.5% yield at 84% occupancy rate
- Vietnam Town, bought for US$33.05M, 115 out of 256 planned condominium units built, 64 units already sold, target to sell off unsold 51 built units within the next 2 years and use sales proceeds sufficient to fund the construction of remaining 141 units, target completion and sale of 141 units within the next 3 - 5 years, Based on average selling price of US$550 psf, estimated GDV of remaining 192 units is approx. US$105.6M
- Rights & Placement proceeds of S$226mil (US$178.54mil), after minus US$45M and US$33.05M, left US100M for future acquisition.
- Current projects will keep SingHaiyi busy until FY2017
Last edit: 10 years 9 months ago by GEO.
The following user(s) said Thank You: yeng

Please Log in or Create an account to join the conversation.

More
10 years 9 months ago - 10 years 9 months ago #18440 by josephyeo
Replied by josephyeo on topic Your top picks for 2014?
Top picks (high yield stocks)

1. Sunningdale Technology - high dividend yield,improving top n bottom lines, reasonably valued but will be under valuede if improving bottomline sustained, very activily managed in the latest financial year, sound credible management team ...

2. Valuetromics - excellent dividend yield, improving top n bottom line, positive management statement, no debt w cash of HK$396,245,000, low valuation

Top pick (turn around story)

1. Federal ... turnaround from a massive loss of S$30+ mil, low forward pe of 6 (forecast), trading close to 52 weeks low, likely to exit from SGX watchlist.

Vested ...
Last edit: 10 years 9 months ago by josephyeo. Reason: correct some spelling errors
The following user(s) said Thank You: yeng, zane, ClaftTailiGab, SolfattaliA

Please Log in or Create an account to join the conversation.

More
10 years 9 months ago #18443 by 0913
Replied by 0913 on topic Your top picks for 2014?
1. Sing Holdings
2. G Invacom
3. Valutronics

Please Log in or Create an account to join the conversation.

Time to create page: 0.232 seconds
Powered by Kunena Forum
 

We have 306 guests and no members online

rss_2 NextInsight - Latest News