Your top picks for 2014?

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10 years 3 months ago #18512 by zane
Replied by zane on topic Your top picks for 2014?
Got some spare $ to hold these 4 stocks as a small % of portfolio? These have high % potential upside. But they could also surprise on the downside!!! Be warned.

Call them the 'Dangerous, Delicious Portfolio'.

1. Sino Grandness (72 cents) -- Highly profitable but trade receivables are shooting up.

IPO of subsidiary in half a year or so. Will their accounts hold up to scrutiny?

2. TriTech (43.5 cents) -- Loss-making. IPO of subsidiary this year. Will it be re-rated?

3. JES (12.1 cents) -- Loss-making shipbuilder. Taking a stake in a holding company that is exploring a giant magnesium mine in China. IPO of the holding company this year.

4. Rex (58 cents) --- Loss-making company. Will it strike oil soon?

Anyone has such dangerous stocks to recommend?

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10 years 3 months ago #18592 by Joes
Replied by Joes on topic Your top picks for 2014?
Note: 3 out of 4 are loss-making! This already means that the stocks have fallen out of the radar screen of value investors. :(

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10 years 3 months ago - 10 years 3 months ago #18596 by GEO
Replied by GEO on topic Your top picks for 2014?
More new info on SINGHAIYI;

SINGHAIYI:
1) TripleOne Somerset
- Acquired 20% stake of Perennial Somerset Investors Pte Ltd for S$66M on 9 January 2014; funded by internal resources, second largest shareholder of the consortium
- Perennial Somerset Investors Pte Ltd is a wholly-owned subsidiary of Perennial Real Estate Holdings Pte. Ltd. 100% stake of Perennial Somerset Investors Pte Ltd is worth S$330M, while acquisition of TripleOne Somerset costs S$970M
- Total gross floor area: 766,550 sq ft
- Adjacent to Somerset MRT station in Orchard Road shopping precinct
- 17-storey property with two office towers, two floors of retail space
- SingHaiyi will be appointing a representative to be part of project management team for an asset enhancement initiative to enhance value of property and rental income
- Expected to commence recognition of rental income from 1 April 2014
- consortium planning to spend S$150 million to spruce up TripleOne Somerset
- consortium include breadtalk(5.3%), Boustead(5.5%), SingHaiyi(20%) and other undisclosed investors.


2) Tri-County Mall
- Pre-tax profit of US$10M in 2008, when it was at full occupancy
- Being marketed as lifestyle mall
- Plan to increase occupancy rate; Currently in talks with several national anchor tenants
- Plan to lease out portions of land to operators of restaurants or a business hotel
- Increase revenue without incurring significant capital expenditure
- Plan to improve yield and financial performance

3) Vietnam Town,
- Two units have been sold at ~US$575 psf; Expects few more units to be sold at this price before end of FY2014

4) Mr Chan Tung Moe will resign from office as an Executive Director of the Company with effect from 28 February 2014. Consequent to his resignation, he will also cease to be a member of the Board of Directors. Last Chan family member to resign from SINGHAIYI to dedicate his time to focus on other personal matters, and maybe perhaps helping his dad on businesses in CCM Group, in US and Hong Kong.

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 3 months ago by GEO.

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10 years 3 months ago - 10 years 3 months ago #18650 by Garak
Replied by Garak on topic Your top picks for 2014?
My picks -- Superbowl, Sunningdale, Sunsine, Straco and Sinwa. All start with 'S' :woohoo:
Last edit: 10 years 3 months ago by Garak.

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10 years 3 months ago #18652 by SWN
Replied by SWN on topic Your top picks for 2014?
Superbowl is under a take over offer at 75 cts and last done also at 75 cts, still can buy??

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10 years 3 months ago #18814 by Garak
Replied by Garak on topic Your top picks for 2014?
SWN,
I am confident that Hiap Hoe will raise its offer price!

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