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| 25-Jan-2010 23:38 |
Swiber
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Swiber
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Today there was a married deal 15milion shares traded. Dun know which joker bought it? But it represents 3% of float, got some meat.Any way should be good news tmr. Wa, if announces purchase by Goldman Saach, xiao liao lor , maybe Mr KS good enough to fly this sleeping AHTS.
CIMB also made its buy call today : O UTPERFORM Maintained Swiber Holdings S$1.15 Target: S$1.72Strong order-win momentum
Maintain Outperform and target price of S$1.72, year historical average). Swiber and its consortium partner have been awarded an engineering, procurement, construction, installation and commissioning (EPCIC) contract worth US$188.8m by a leading oil & gas operator in South Asia. We believe Swiber’s portion could amount to 30-40% of the contract value, or around US$66m. The current win falls within our expectations of US$500m new wins for FY10. Our earnings estimates are unchanged, as is our target price. We expect stock catalysts from the further announcement of order wins and strong, sustainable margins. still based on 12x CY11 P/E (3-Comments Strong tendering pipeline of US$7bn. contract wins of over US$315m, reversing the decline in its order book. In addition, we believe there could be awards from India’s national oil company, ONGC, in the near term. We believe Swiber has submitted US$1bn worth of bids in different packages ranging from US$70m to US$300m. We expect the order momentum to accelerate from 1Q10 as more awards are expected from the offshore construction sector on the
Petrobras calls for re-tender of contract.
cancelled a tender to contract a wide range of flexible flowlines and rigid risers for four
of its north-east shallow fields. Swiber had been the lowest bidder for the contract
(refer to our report, “Chasing big contracts in Brazil and India” dated 26 Oct 09).
Petrobras has apparently decided to streamline work, by removing the Guaricema,
Dourado and Camorim fields located in the Sergipe-Alagoas basin from the tender.
New bidding will target only the Ubarana field and Guamare gasoline unit in the
Potiguar basin. Petrobras has invited all groups to re-bid for the new contract,
including companies previously disqualified in the first tender. An announcement of
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| 25-Jan-2010 23:23 |
Yanlord Land
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Yanlord Dome Collapses
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Sell when it announces its Q results. Last chance to get out. Be warned, if it can cross $2.20, it will be a miracle. Sell if it really comes. Your last chance... ADX has confirmed it is a downtrend, and will get worse. Dun in denial. |
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| 25-Jan-2010 23:07 |
Yanlord Land
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Lord of China Prop
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Sell , classic Bear trap, maybe the last chance to get out when they announce Q results Do not be greedy over tiny profit, the upside is really limited Wait for it to fall hard hard, then buy, then the profit really long term when you buy at bottom Warren Buffet says buy when others are fearful is really very chim, step from personal experience. Now there is no fear yet, I mean no real fear yet. So dun buy first. |
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| 24-Jan-2010 20:29 |
Yanlord Land
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Yanlord Dome Collapses
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You see, property are directly co-related to interest rate and they are cyclic in nature. When you buy them during distress , you are sure to win when market bounce back , if they are big enough to absorb losses and valuation downgrade of their properties. Even if STI surge to 3300, Yanlord at most will go back $2.50. Its heyday are over as for now, look out for other sectors. Bear rally usually last 9months and lucky enough stretch another 6months with limited upside. We are currently in this last phase. My advise is if STI hit 3100-3200, sell at all cost, cos I am prepare to buy back property counters when STI goes back to 2200. Dun laugh, it will happen, sometime next year. Market never stays constant on upside esp for STI which is very cyclic in nature due to our exposed economy. Reits on the other hand are more of dividend plays, so if you keep long long, you will gain back your capital plus maybe one bagger after 20years. Reits are not for capital gains. Just bear in mind. Can you imagine if interest rate is raised up, those jokers who buy property now with loan of >500k to 1m can tahan 2-3% increase? Property will get bashing first when Mr Ben raise its first interest. Pple will buy if economy then is super strong with interest rate at 3%. Not in currently, when everyone depending on BRIC. Anyway talking from my experiences, maynot be right but I would not bet against our cyclic property stocks that has shown time and again, its time to sell when the Stock goes up to its NAV or more when economy still shaky. For eg Ho bee now trading almost near its 07 high. How could that be sustained when leverage for high end investor has been taken away?? Good luck |
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| 24-Jan-2010 19:51 |
Swiber
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Swiber
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Swiber wont do placement unless the price is high enough and this can be only so and justify if they have further contracts. They have raised more than US$170m during last 6months. It doesnt justify to raise again unless new contracts, eroding the ROE and ROA unnecessarily. So make sure you dump if it climb too fast and too furious. Haha $1.50. Looks good. |
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| 24-Jan-2010 19:39 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Jan. 24 (Bloomberg) -- President Barack Obama received assurances from Senate leaders that Ben S. Bernanke will be confirmed for a second term as Federal Reserve chairman, an administration official said. Support for Bernanke came from Richard Durbin, the second- ranking Senate Democrat who earlier was undecided. Christopher Dodd, a Democrat who chairs the banking committee, and Judd Gregg, the top Republican on the budget committee, said they are confident that Bernanke will be confirmed, even after some members of both parties announce their opposition. Traders at Intrade, a Web exchange for futures contracts based on political outcomes, saw an 82.5 percent chance Bernanke would be confirmed, down from 93 percent Jan. 21. The contract traded as low as 65 percent on Nov. 22 before rebounding after Reid announced his support. 8****************** In short, DJ will surge back to 10300 by Mon as short sellers covers back position. STI to lose 1% at most by tmr close. If Wen Jia Bao tmr speak up saying they are maintaining growth rate of 9%, then Shanghai will be surging back for a classic rebound. Bear Rally usually end when it breaks two strong suppport. So far only once it has been broken. Heng Heng. Bo dai ji. Go and sleep. |
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| 23-Jan-2010 12:08 |
Indofood Agri
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Indofood Agri Resources
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How come so silent? last two weeks was calling strong buy Buy at 2.10, strong support |
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| 23-Jan-2010 01:02 |
China Sports
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New Year 2010 Ang-pow
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Set to open at 19. Medium term buy ok as there will be World Cup and Asian Games this year. Maybe another dual listing |
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| 23-Jan-2010 00:38 |
China Gaoxian
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ChinaGaoxian
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Can someone suggest 3 reasons why this counter is buyable?? |
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| 23-Jan-2010 00:21 |
Biosensors
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Is Biosensors a good buy?
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I remember just before the end of 07, this coy got their biomatrix license in Europe and after that lao sai all the way from $1 to 20plus cents. now it is back to its hey days. So that was the market expectation for its potential profit then. hence $1 is the ultimateBeyond that, really need new market or product to push this one , otherwise it would be just another dividend stock if it can maintain its market share,, otherwise it would drift to its death if it starts to develop new product with high capex. Think it did raise monies through placement before. Just be careful. The only likely windfall is a big pharm plant take over it |
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| 22-Jan-2010 23:51 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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DJ formed a mini hammer formation would be enough to set off rally next wee. Mr Ben would help by saying "Our damned GDP is a plateau, I need my interest rate to lie that low as well for one decade" That should set fire on the house Huat ah. |
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| 22-Jan-2010 23:41 |
Yanlord Land
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Yanlord Dome Collapses
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Bear Trap |
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| 22-Jan-2010 23:28 |
Ying Li Intl
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Ying Li
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Never buy property stocks towards end of bear rally or bull run. Sure kana trap Sell at all cost |
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| 22-Jan-2010 23:20 |
Entertainment
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Seven Sins of Stock Investing
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13) repeat the mistake again |
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| 22-Jan-2010 23:14 |
Sinotel Technolo Rg
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Sinotel
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Nearly hit my target price of 57. But saw the chart clearly again, wa actually there is a gap at 55.5cents. So suggest buy at this price. Technical rebound likely for this stock next week but medium term seems to be going for a bungee jump, unlikely to come back unless H chip makes a strong comeback. Seems the ADR have lost the spark. Need new story line to carry on the act, otherwise Da Jie Jun coming Good luck for those looking for a punt. Heng Heng. |
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| 22-Jan-2010 22:57 |
IPO
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Tiger Air sets IPO price range of S$1.35-S$1.65/sh
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Forget about this plane, likely to crash landing if hold too long Only buy airline stock during a recession and best during a depression. If you compare SIA to Tiger airways price, means it is likely to drop to half if there is a double dip recession, so why buy now? so buy when GDP crash landing. Sorry for the party poper but not vested anyway. |
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| 22-Jan-2010 22:43 |
Swiber
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Swiber
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Really fall to 1.10 region then bounce back Really hand itchy yesterday, otherwise would have made a bit more monies But think again if I didnt buy yesterday, would I dare to buy today? Of course if you are a long term investor and not really if you are buying with flicker conviction. Swiber cheong, cheong. Next week kana another contract, confirm $1.40 Analyst upgrade, add another ten cents, $1.50. Want to be poor also difficult. But seriously, Swiber strong technical resilient these two days shows that there are lot of holders yet to unload. There must be insider info that more contract is coming. And sellers must have flushed out by today panic selling. So next week can relax a bit, no more roller coaster ride. Need a handful of buyers to push it break the $1.20 barrier Huat ah. |
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| 22-Jan-2010 00:09 |
Golden Agri-Res
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GoldenAgr
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buy at 50 most safe 25% correction Risk reward in buyer favour. Huat ah |
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| 21-Jan-2010 23:55 |
Entertainment
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Seven Sins of Stock Investing
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1) Buy Cover Warrant in bear market 2) Buy using Contra 3) Buy IPO 4) Buy using borrowed money 5) Buy using CFD without further reserve 6) Buy when it is high, higher and highest 7) Buy when in the first year of a bear market Pls contribute your sins to remind our members how to be rich by not being poor first. |
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| 21-Jan-2010 23:43 |
Yanlord Land
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Yanlord Dome Collapses
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This one confirm ki chia. Golden cross occurs but on the wrong direction : down A perfect punt for short sellers. Likely to hold only at 1.20 in medium term. If it rebound 210-220 in these few weeks, better sell as it will be the last chance From years of trading, this one is already water under the bridge.All the moving averages are follow each other going down. Dun be in denial. Chart looks similar to Keppel land during its heyday to bust. When the top remains flat over a relatively long period 6months as in Yanlord case, the plunge is likely to be scary as tonnes of investor are stuck Unless they are holders, it is likely they will chicken out and dump this when it becomes unbearable. And property is always the first to go in a bear market, the rest of the sector will follow soon. Commodity will be the last as usual. |
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