Latest Posts By FearValueGreed - Master About FearValueGreed |
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21-Jan-2010 23:28 | Sakari / Straits Asia news Go to Message | ||
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This one is a good stock but you see, its NAV is only 20% of its price, much like SGX. Think of it , everytime want to key in to buy, withdraw 3 steps If you think it as a dividend play then not so scary But if you had calculated its whole coal reserve based on current price, actually its present net value amounts to at least $5. Safe bet is when it hit back $1.50 then buy. But not likely near term. Next year maybe |
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21-Jan-2010 23:15 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||
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According to my crystal ball, DJ should be up towards 11000 by the time 1Q result over. Then follow by a dramatic lao sai to 8500 till World Cup over cos no one in the world buying US stocks when everyone except USA buying themselves, as rest of world stays tune to LCD FIFA and not LCD live stocks price. Suddenly World Cup over, punters change focus back to stocks and discover actually Goverment round the world needs new stimulus, and world wide market cheong. Still STI wont be back in their heydays till 3 years. Another prediction from another planet. Basically if STI hit 3100-3200 better sell cos there is no way STI will see 3800, was not that the year of mother of all leverages? |
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21-Jan-2010 23:02 | Swiber / Swiber Go to Message | ||
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Today bought again. Shd have waited at 108- 111 region but hand itchy. Valuation not expensive . Since support so near, dun wait. Anyway STI hitting support at 2820, so might as well buy. Who knows, some mafia from Soverign Fund announce takeover of Swiber |
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21-Jan-2010 22:50 | Sinotel Technolo Rg / Sinotel Go to Message | ||
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confirm tmr ki chia. 57 cents would be a good entry point then dump again once it release its annual result which should be a good 20% higher than last FY. Short term trade for this one. When it is beginning of a bull run, everyone likes a placement to ride on the wave When it's near the end of bull run, everyone dumps it cos it dilutes eps. When it's a bear run, no one will issue a placement cos no one will take up, hence coy select the mode of capital throught rights issue which is better for existing shareholders. When it's middle of bear, the stock just roll themselves down even w/o placement |
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21-Jan-2010 07:18 | SoundGlobal / Epure International Go to Message | ||
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This one break resistance, a bull flag. Will hit above $1. But beyond that , its valuation is comparable to H chip So advise do not increase holding unless you fall in love with water. |
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21-Jan-2010 07:12 | Swiber / Swiber Go to Message | ||
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Will meet resistance at 125 Unless further analyst upgrade, this one will not be able to break 125 resistance. Rem it has run out of asset to bid further contracts unless it is for beyond mid 2011 contracts. Catalyst is tmr STI cheong for rally and Analyst upgrade may hit $140. Vested. Today may scope some more as this news not in paper yet. |
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18-Jan-2010 01:26 | Yanlord Land / Yanlord Dome Collapses Go to Message | ||
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Property counters are always the first to go during the turn of a market. They are the leading indicators, even if they bounce back it will probably be the last and will not cross the previous peak. Dun bet too much on it. Save some to scoop when it dives. Forget about the 10%-20% gain against a possible 100% gain when you pick up later at a depress price. |
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18-Jan-2010 00:52 | Sinotel Technolo Rg / Sinotel Go to Message | ||
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Any upwards movement will probably due to China Mobile moving up. Understand the chart is also breaking up a triangle. Anyway dun be greedy unless volume increase significantly when it break 70 , dun not buy. Correction of main market coming soon after this Q results. Market rally seldom last beyond 9months and peak within 12months. Historically Market perform badly during World Cup 94, 98,02, 06. 2010 wont be different. |
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18-Jan-2010 00:34 | IPO / Tiger Air sets IPO price range of S$1.35-S$1.65/sh Go to Message | ||
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Never buy IPO towards end of bull run or bear rally. May have to hold till you buay ta han and dump when main market dives. |
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15-Jan-2010 23:53 | Swiber / Swiber Go to Message | ||
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Fundamentally, there is US$ 150m of contracts that needs to be filled up as Swiber has 48vessels on board by this FY 50% more than last FY. If you are the CEO, a shrewd businessman or otherwise a screwed one, you will grab the contracts a low margin to get the cash flow churning and since its gearing is weak, it just has to do that. Experience gain will lead to higher margin in future. Technically, beta of Swiber is 2.4.If STI hit 3080 as DBS predicted by 1-2Q 10, Swiber will hit $1.40. Emotionally, by result announcement this one must let go if it hit $1.40 as it has run up 50% since Dec. or when OCBC upgrade its TP Huat ah |
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11-Jan-2010 19:48 | Swiber / Swiber Go to Message | ||
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Will support at $1.10. Wait for it to correct to 20day moving average. THis one quite steady , I benchmark against since it was listed. Be patience. Usually construction comes towards the last phase of a rally, so some more meat. this one no exception. Best is kana another one big project. THat should follow by wave of upgrade and $1.60 should not be a problem. $2 not possible , this joker raise too much capital and has lower its eps. Good luck and heng heng. |
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23-Aug-2009 12:35 | ChinaAniH / ChinaAniH Go to Message | ||
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Based on Technical chart,this one will hit 22 on Mon after completing its bull flag. Long run 30cents is achievable but will take time. Buy only if you can hold as positive newstream will come in on the revenue, vaccine and possible new breakout of animal disease after quite a long lull. | ||
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13-Aug-2009 19:05 | Sakari / Straits Asia Go to Message | ||
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Hope this news still useful for those vested: Coal-Price Forecast Raised at Merrill on China, India Demand By Ben Sharples Aug. 7 (Bloomberg) -- Bank of America Corp.’s Merrill Lynch & Co. unit increased its price forecast for Asian power-station coal because of higher demand from India and China, the second-largest energy-consuming nation. Merrill raised its projection for the benchmark coal burned by Japanese utilities in the year ending March 31, 2011, to $85 a metric ton from $80, analysts wrote in a note to clients dated yesterday. Goldman Sachs JBWere Pty. last month increased its forecast to $80 from $75 for the same period. “Surprise strong buying by utilities in India and China” is driving thermal coal demand, Merrill analysts led by Sydney- based Stuart Howe said in the note. Prices at Australia’s Newcastle port, an Asian benchmark, have climbed 27 percent since the end of March and were at $76.58 a ton in the week ended July 31, according to the globalCOAL NEWC Index. Power-station coal prices at Newcastle are rising on expectations that China will import more of the fuel, emerging demand growth in India, and improved economic conditions as credit markets recover, Merrill said. Australian and Indonesian coal output have the biggest influence over the trade supply outlook, Merrill said. Rising production costs, declining exploration and development success, and rain in Indonesia suggest “supply growth is now limited,” Merrill said. |
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10-Aug-2009 22:15 | Sakari / Straits Asia Go to Message | ||
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There is a reason to believe Straits Asia business model is resilent as the coal is used to fire up coal-fire power stations.One of their export country is India which is dying for good quality coal and whose power demand is lagging behind their power generation capacity in a country where infrastructure is still solely in need of a big overhaul. I do not know how the coal price is set but coming from the power industry, India power demand did not reduce during the credit crsis, they just stalled and every city is now deficit in power generation capacity and asking the national grid/state for import of power to serve its business. When oil price goes up, power plant is now reversing its trend and using back coal instead of oil/gas to fire up its power stations. Either case, coal has become even more relevant for cheap fuel sources regardless of how green electricity is working itself out. Solar electricity will take decades to reach its efficiency. Wind and Wave energy is in general localised and cannot export beyond continent boundary. So be optimistic and I believe Straits Asia has what it takes to hit $3. I just worry about how it is going to pay back its current debt that is due next year.I hate the share placement possiblity. Just sucks when you are holding its shares.
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