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Thanks for the info that FN has a controlling stake in the Myammar Brewery House. Is there any other reasons for Today's rise - can it be a special dividend to be announced soon for the profit distribution for APB?
Octavia ( Date: 22-May-2013 09:59) Posted:
| SCB visited Myanmar and met the management of F& N, who controls Myanmar Brewery. House note that the country’s extended isolation has led to a shortage of basic consumer items and a thirst for beer. Going forward, think Thai Bev is likely to acquire F& N’s F& B business in a restructuring. Assuming the restructuring, estimate Myanmar could represent 47% of Thai Bev’s beer vol growth in 2013-17. Myanmar brewery currently has 83% of market share in Myanmar’s beer industry. Previously Heineken was barred from investing in Myanmar due to the EU sanctions. Myanmar Brewery was therefore lodged in F& N’s F& B business. Overall, note that Myanmar is at a nascent stage as a consumer play and Thai Bev stands out among Myanmar consumer opportunities. In 2013-17, estimate about 15% of Thai Bev‟ s beer revenue growth could be driven by Myanmar. |
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With the election over and politically more stable, Rowsley is ready to move forward
starlene ( Date: 22-May-2013 10:09) Posted:
Breakout today 43-43.5cts
starlene ( Date: 21-May-2013 10:46) Posted:
| My cdp got deducted on 16May 250lots of Rowsley..i.e loan out by cdp for those who must hve shorted Rowsley..not bad will get interest earned the longer the fellow takes to return my Rowsley scrips...implication many tried to short down Rowsley after the Malaysian's election but Rowsley remained firm..this is my 2nd time Rowsley was loaned out |
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OK still holding on to ASL and EZRA but unfortunately let go EZION too early
Cheers ( Date: 22-May-2013 09:38) Posted:
DBS Vickers thinks that mid cap offshore plays could catch up with the large caps as risk appetite improves and the industry fundamentals remain strong.
Their top picks are Ezion, ASL Marine Holdings and Ezra Holdings.
May we be patient. These undervalued gems will hit the target price. |
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Is there any bad result reported for its poor performance (price seems unable to move up or even sustain) ?
tanbenny70 ( Date: 21-May-2013 11:56) Posted:
| What short squeeze? Think it's time to get out of this. |
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From now till the warrants expire, they have to push up the share price of Rowsley to make to attractive to convert the warrants
teeth53 ( Date: 16-May-2013 12:04) Posted:
To sum up - it oni BBs and vested owner huat huat...ARHH.
starlene ( Date: 15-May-2013 21:05) Posted:
| " Once all regulatory & necessary shareholders approvals are received the Co will reward existing shareholders with a free bonus issue of 2 warrants for every 1 existing share,each warrant with an exercise price of $0.18 per share.." The warrants normally have a shelf life of 2 years...unless one exercises the warrants into mother shares then one has to pay $180 for 1000 Rowsley shares at $0.18 per 1000 shares..correct me if I ma wrong.The above source is from Latest Share Investment book |
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EZRA is waking up now. So don't worry. It should not lag too far from EZION
ah.wei ( Date: 15-May-2013 22:28) Posted:
Ezra have lots of shorties for the past few months and delay in projects.. i foresee once every thing back to normal 2nd half on the year more project is coming..
ynnek1267 ( Date: 15-May-2013 21:31) Posted:
| All oil & gas contractors perform very well in SGX except Ezra and Nan Cheong. Wahahahahaha When it will cheong lleh |
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It looks set to cross the 70 cents any time soon
infancybird ( Date: 15-May-2013 20:45) Posted:
Fantastic, today seen 50 million of short sell by shortist ,much higher than last few days of 30 millions. Yet the stk price keep pushing up by BBs who are friendly to Mr. Charon , the boss. If the price hold firm or go up further, will see further price explosive upward ``chiong``when the shortist cannot hold on anymore. Hope the longist will win all the way up. Many shortist thought the price will weaken with the not so satisfactory quarter result but it goes upward instead.
Xiang90 ( Date: 14-May-2013 23:46) Posted:
| showing signs of near breakout liao hahaha. if the next few days can tong at least a 0.65 should be able to see fireworks =D
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Wow..3 buy/outperform calls... so will waiting till it move above 50 to decide
paul1688 ( Date: 15-May-2013 15:36) Posted:
From OCBC today.
In line with its profit guidance issued on 10 May, Midas Holdings reported a net loss attributable to shareholders of CNY4.9m in 1Q13, versus PATMI of CNY15.3m in 1Q12. Revenue fell 12.1% YoY to CNY202.4m. While we had expected Midas to report a loss-making quarter, the magnitude was larger than our forecast for a net loss of CNY3.2m. However, revenue was within our CNY199.8m estimate. The below expectations bottomline performance was due partially to weaker-than-estimated gross margin and largely attributed to a wider share of loss of CNY4.0m from its associated company, Nanjing SR Puzhen Rail Transport (OIR forecast: share of loss of CNY0.8m). On an operational basis, Midas was actually profitable, although profit from operations dipped 50.4% YoY to CNY18.9m. We will provide more updates after the analyst conference call. For now we have a BUY rating on Midas. However, our forecasts, 1.2x P/B target peg and S$0.595 fair value estimate are likely to be lowered given the ongoing uncertainty over the timeline of resumption of new high-speed train car orders. (Wong Teck Ching Andy)
From CIMB today
1Q13 disappointed, with a reported net loss of Rmb4.9mn vs. our FY13 forecast of Rmb40.63mn due to the lack of major contracts on its orderbook. This is in line as we are confident that Midas will clinch major HSR contracts in 2H13, which will make up for the losses this quarter. We keep our FY13-15 EPS intact and leave our target price of $0.70 unchanged, still based on 1.29x CY13 P/BV. Maintain Outperform. |
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Vested and just hope for the best
Bintang ( Date: 15-May-2013 11:45) Posted:
| YeoHS fell from the peak at $6.10 last year to the low at $2.52 on 08/05/2013 , now it is having a rebounce . If it could clear the resistance at $3.23 , it may go up further to fill the gaps at $3.88 , $4.58 n $4.82 . |
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This one is really good for long term. keep it if you have the holding power
Ribbon ( Date: 13-May-2013 14:43) Posted:
Went in at $0.485 also, sold off at $0.495, earned small profit, not greedy. Good luck! Cheers!!  |
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Strong buying at 68 and hope it will break 70
singsong ( Date: 13-May-2013 14:10) Posted:
I_Bird
Your prediction of 0.80 appears to be coming true. DBS Vickers just issued a buy target of 0.80 as a start with further appreciation down the road. Well done . |
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FN Shareholder will enjoy a bonus dividend of $3280 per lot as part of its profit distribution. Not sure if ThBev will enjoy some kind of special divedend
infancybird ( Date: 13-May-2013 13:37) Posted:
spot-on.....precisely the way i wished and played out accordingly....i raise my upside from 80cts to $1.00 within this yr. Has been accumulating since 36ct and buying up, will continue this buying as price appreciate. Won`t sell thbev.
infancybird ( Date: 09-May-2013 18:58) Posted:
| thbev and FNN share the same stk price movement. FNN has been on an constant uptrend since lifting of halt and this is a good indication that the insider are buying and accumulating FNN and this is good for Thbev. The latter will benefit greatly from a spin-off of the beverage business of FNN. Tgt price is beyond 80ct after july 19th. My advice is....... still can accumulate Thbev around this price |
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Strong buy up again:
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Time
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Last
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Volume
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Buy/Sell
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16:15:53
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0.630
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3,000
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Sell Down
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16:15:53
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0.630
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22,000
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Buy Up
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16:15:53
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0.630
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10,000
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Buy Up
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16:15:53
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0.630
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1,000
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Buy Up
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16:15:53
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0.630
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20,000
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Buy Up
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16:15:53
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0.630
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2,000
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Buy Up
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16:15:53
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0.630
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11,000
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Buy Up
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16:15:53
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0.630
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1,000
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Buy Up
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16:15:53
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0.630
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2,000
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Buy Up
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16:15:53
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0.630
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2,000
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Buy Up
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16:15:53
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0.630
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10,000
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Buy Up
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16:15:53
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0.630
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2,000
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Buy Up
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16:15:53
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0.630
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20,000
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Buy Up
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16:15:53
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0.630
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1,000,000
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Buy Up
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16:15:53
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0.630
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2,000
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Buy Up
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16:15:53
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0.630
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200,000
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Buy Up
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16:15:53
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0.630
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652,000
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Buy Up
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16:15:50
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0.630
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382,000
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Buy Up
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16:15:50
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0.630
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10,000
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Buy Up
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16:15:50
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0.630
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2,000
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Buy Up
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myjianrong ( Date: 07-May-2013 12:23) Posted:
| yesterday cant wait sold l00 lots liao.. |
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Looks like there is more upside according to some (TP3.90)
guoyanyunyan ( Date: 08-May-2013 09:40) Posted:
...the following call is not correct....Wilmar at $3.2x is likely a good buy...
...impossible to correct all the time... so long more and more correct than wrong is good enough...
Wilmar: Bearish Setup! (Short Sell)
Author: stistocktrading | Publish date: Tue, 7 May 21:56
Bearish Setup: Ascending triangle in play with low volume, accompanied with boillinger squeeze!
Entry price: $3.26 with volume exceeding 10 million by 12pm!
Stop loss: $3.37
Profit target: 3
Reward to Risk ratio: 2.4
Note: Q1 2013 Wilmar International Ltd Earnings Release tomorrow!
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Good chance of breaking $1 by today?
tonylim ( Date: 08-May-2013 09:31) Posted:
Good stock will ultimately shine
ah.wei ( Date: 06-May-2013 20:45) Posted:
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agree with what u say.. not to worry Ezra is a growth stock its will definitely head higher just ignore those people that short this counte..
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Good stock will ultimately shine
ah.wei ( Date: 06-May-2013 20:45) Posted:
agree with what u say.. not to worry Ezra is a growth stock its will definitely head higher just ignore those people that short this counte..
pcscorpio ( Date: 06-May-2013 19:34) Posted:
my personal opinion:
i always the ezra selldown was rubbish. this is because its subsidieries Triyards and EMS are having record year booms. only the parent company is not performing but it will be pulled up by the sisters! |
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Good news and hope Wilmar will move up today
Octavia ( Date: 08-May-2013 08:10) Posted:
Singapore palm oil firm Wilmar International Ltd reported a 23 per cent rise in first-quarter net profit on Wednesday, largely due to a recovery in its oilseeds and grains segment.
The company also said the bird flu outbreak in China will affect meal consumption in the short term but it remains optimistic about the long-term prospects of the country.
Wilmar posted net profit of US$315.4 million for the three months ended March, up from US$255.9 million a year earlier and above the US$291 million average estimate from four analysts polled by Reuters.
While palm oil prices are likely to remain low, affecting the plantation division's profitability, the declining price trend is expected to benefit the downstream businesses, Wilmar said. -- REUTERS
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Ya bought Ho Bee but missed Wing Tai.
Any chance of Ho Bee going private?
kelvinLim123 ( Date: 07-May-2013 14:06) Posted:
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Wing Tai and Ho Bee slowly crawl up, no one shout here, bought only Ho Bee, 2 wks ago
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still holding until it stops dancing
pcscorpio ( Date: 07-May-2013 12:35) Posted:
die liao.. u all got cut loss? or u all hold?
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Something is brewing with strong opening buyup:
myjianrong ( Date: 02-May-2013 17:29) Posted:
any idea when this news coming? |
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