125terencewongTerence Wong (left) is the head of research at OSK-DMG. For how his model portfolio started out in July 2010, read: TERENCE WONG: 'What I would buy with $1 m'


My Model Portfolio popped up 1% over the week, thanks to a strong showing by CWT.

The logistics and commodity marketing company released a set of strong numbers for its first quarter last week.

Since coming on-board two weeks ago, the share price has gone up by 14%.

Another company which did well following a strong quarterly earnings release was shipbuilder Nam Cheong, which popped up 2.7% over the past week. 

terence_port5.14
 
♦ Hankore, which saw its share price dive following rumours of a probe on China Everbright, also released its results.

Taking away the one-off non-cash fair value loss of CNY130m (no impact of cashflow), the core earnings of CNY88m came in largely within expectations.

Having spoken to management, we believe that the deal is likely to materialize. The current share price has already priced in a no-deal scenario, which provides a margin of safety. 

Recent story: LIAN BENG to gain $23.3 m; HANKORE stock price implies no CEI deal
 

Share Prices

Counter NameLastChange
AEM Holdings3.770-0.040
Avi-Tech Electronics0.2850.005
Best World1.8000.080
Broadway Ind0.117-
China Sunsine0.415-0.005
DISA0.003-
Food Empire0.635-0.005
Fortress Minerals0.315-
Geo Energy Res0.3600.005
Golden Energy0.770-0.010
GSS Energy0.0500.001
InnoTek0.420-
ISDN Holdings0.410-0.010
ISOTeam0.103-
IX Biopharma0.1290.002
Jiutian Chemical0.0770.001
KSH Holdings0.355-
Leader Env0.056-
Medtecs Intl0.153-0.005
Meta Health0.024-0.001
Nordic Group0.4750.015
Oxley Holdings0.142-0.001
REX International0.230-
Riverstone0.615-0.010
Sinostar PEC0.191-
Southern Alliance Mining0.405-
Straco Corp.0.405-
Sunpower Group0.260-0.005
The Trendlines0.093-
Totm Technologies0.115-0.002
UG Healthcare0.199-
Uni-Asia Group0.810-
Wilmar Intl4.050-
Yangzijiang Shipbldg1.4300.020

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