Latest Posts By Peter_Pan
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About Peter_Pan
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| 24-Jul-2013 13:15 |
Vard
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Vard Holdings
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Hope is a good guess bah....since current price looks ok to invest now. Any further drop can at least do some averaging...won't hurt your bone..only scratch the skin. lol! | ||||
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| 24-Jul-2013 13:03 |
Vard
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Vard Holdings
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Maybe contract wins announcement is coming I guess.
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| 24-Jul-2013 09:52 |
Vard
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Vard Holdings
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Can make use of the weak China data to gain entry. | ||||
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| 24-Jul-2013 09:46 |
Vard
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Vard Holdings
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The biggest BB has spoken...it's time to invest in this counter. | ||||
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| 23-Jul-2013 22:30 |
Vard
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Vard Holdings
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Looking forward to more contract wins. | ||||
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| 23-Jul-2013 22:25 |
Otto Marine
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Otto Marine is Ready to GO !!!
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Moving soon? | ||||
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| 23-Jul-2013 19:57 |
Midas
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Midas
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The local media in China reported that the government is looking to increase investment in railway projects as it aims to ensure annual economic growth does not sink below 7 percent. | ||||
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| 23-Jul-2013 19:45 |
Midas
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Midas
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BREAKING NEWS
Lockheed Martin Second-Quarter Earnings $2.64, Estimate $2.20 Chinese Rail Stocks Rally on Spending Optimism: Shanghai Mover By Bloomberg News - 2013-07-23T07:47:06Z CSR Corp. (601766) and China CNR Corp. paced gains among Chinese rail-related stocks on speculation the government will increase spending on railway construction to support economic growth. CSR, the nation’s biggest train maker, jumped 8.1 percent to 3.86 yuan in Shanghai at the 3 p.m. local-time close, while the Hong Kong-traded shares climbed 7.2 percent to HK$5.21. China CNR, the second largest, advanced 8 percent to 4.47 yuan. The Shanghai Composite Index (SHCOMP) rose 2 percent. The government may spend more than the originally planned 650 billion yuan ($106 billion) on railway construction this year, the China Business News reported today, citing an unidentified person close to senior government officials. New high-speed rail lines could help reduce over-capacity in industries such as steel and cement, the Shanghai Securities News reported today, citing railway officials. “Railway investment is the easiest way for the government to bolster growth every time the economy slows,” said Li Jun, a strategist at Central China Securities Co. in Shanghai. Spending on rail may pick up in this half of the year given only one third of the annual investment target has been met, according to the Shanghai Securities News. China Railway Group Ltd. (390), the nation’s biggest construction company by total assets, climbed 7.3 percent to HK$4.13. China Railway Construction Corp., builder of more than half the nation’s rail links since 1949, added 7.2 percent to 4.76 yuan. |
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| 23-Jul-2013 10:45 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Kia Lit Tiong Kok play!!! | ||||
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| 23-Jul-2013 10:15 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Yes!!! Today must work very hard!!! Need to eat Green Huat Kueh!!!!
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| 22-Jul-2013 19:56 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Today very busy..no time to JIA!!!
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| 20-Jul-2013 19:56 |
ThaiBev
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up or down on debut?
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UBS makes contrarian call on ThaiBev
With growing regional consumer demand as the backdrop, Thai Beverage, the leading maker of drinks from white spirits to green tea, has been rated favourably by analysts for its strong base and growth potential. Last year, the company is estimated to have cornered more than three quarters of the spirit and one third of the beer sales respectively in its home market. ThaiBev’s successful bid for control of Singapore-based drinks and property company Fraser & Neave with the help of TCC Assets, the investment holding company owned by ThaiBev chairman Charoen Sirivadhanabhakdi, also made the company a larger and stronger regional player in the F&B field. This is the reason why, from the start of the year till July 17, all five recommendations of ThaiBev had either been “buy” or “overweight”, with target prices ranging from 75 to 80 cents. However, in a contrarian call made on July 18, UBS Investment Research analyst Chirag Saglani figured that ThaiBev, which closed 0.5 cents lower at 56 cents on July 19, is worth only 51 cents, because of a looming downturn in Thai consumer sentiment and possible risks in the restructuring process of F&N. For one, spirits, which accounted for 58% of the company’s revenue and a bigger proportion of its earnings in FY2012, could see weakening demand from the main customer segment of lower income workers. “Rising household debt and government tightening of populist subsidy schemes is likely to affect purchasing power,” writes Saglani, referring to the government’s decision to lower the minimum guaranteed price of rice from 15,000 baht per tonne to 13,000 baht per tonne from November. Then there was also the excise duty hike last year that made alcohol more expensive. And prices of soft commodities like rubber and palm oil produced by Thai small holdings have also softened. With incomes affected, demand will shift from ThaiBev’s relatively premium products to cheaper alternatives, says Saglani. As such, he predicts that ThaiBev’s sale of spirits will drop 5% by volume this year and remain flat in 2014. UBS estimates that ThaiBev, trading at 19 times 2013 P/E, is going to post an underlying earnings compounded annual growth of just 5.3% for FY2012 to FY2015 and believes “valuation is expensive” for the stock. Then there is the looming restructuring of F&N’s property, publishing and beverage businesses by the new owners. Saglani believes ThaiBev might have to cut its dividend payout ratio to 40%, from the current 50%, as it tries to pay down $3.3 billion in debt incurred from the acquisition. The restructuring could involve some kind of swap between ThaiBev, which owns 28.6% of F&N, and TCC Assets, which owns 61.4%. Saglani believes ThaiBev would sell its share of the non-beverage business to TCC Assets, and TCC Assets, in turn, would sell its share in the beverage business to ThaiBev. The net effect would result in ThaiBev and TCC Assets owning both 90% each in the beverages, and non-beverages business, respectively. However, the key risk for ThaiBev shareholders is: At what value would the different businesses change hands? Under the first of two scenarios floated by Saglani, both the property and publishing business would be transacted at book value. This would result in TCC Assets paying ThaiBev $475 million. The second scenario involves the possibility of the property business transacted at 0.7 times book and publishing at 0.8 times book. This would result in ThaiBev paying TCC Assets $839 million. The total of $1.3 billion from these two scenarios is worth 5 cents per share, or 10% of the price target, calculates Saglani. There is also a third scenario. “It is also possible that it completely divests the stake in the publishing business to a third party,” writes Saglani. In an announcement by F&N on July 18, the company states that TCC Assets, because of “unfavourable” market conditions, has not sold enough shares to increase the free float above the 10% level. On July 19, SGX agreed to give F&N an extension till end of the year for a more thorough review on what to do next. Nevertheless, there are analysts who are more optimistic than Saglani. Nirgunan Tiruchelvam of Standard Chartered, in a July 5 note, believes that ThaiBev will unleash 8 billion baht ($326 million) worth of synergy when F&N’s drinks business is consolidated within the company. In this scenario, ThaiBev would be trading at 16.1 times forward earnings post-restructuring, compared to 20.3 times in the “base scenario” and regional peer group’s average of 23 times. That makes ThaiBev a much more attractive stock for Nirgunan who has a “buy” call and price target of 75 cents. |
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| 20-Jul-2013 17:37 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Ok ok!! I will also OT OT together together yah!!!!
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| 20-Jul-2013 17:22 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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COO Ong, please produce more Green Huat Kuehs over this weekend. Very urgent!!! Thanks!!!! | ||||
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| 18-Jul-2013 21:13 |
ThaiBev
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up or down on debut?
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Kena shorted huge volume again today!!! Situation not looking good... | ||||
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| 18-Jul-2013 12:53 |
Vard
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Vard Holdings
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How come you know my SECRET IDENTITY!!!!!!!???????!!!!!!!!!
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| 18-Jul-2013 11:10 |
Vard
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Vard Holdings
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Hahaha!!!! Thank you very much!!!! This year end your bonus big big!!!!!
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| 18-Jul-2013 11:08 |
Vard
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Vard Holdings
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Busy pressing buttons...fingers training!!!!
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| 17-Jul-2013 23:25 |
Midas
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Midas
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This is a manipulated counter. Just be patient and queue and wait for the ping pong operator to ping pong their shares to you. You will be rewarded if you wait, no hurry. It has to go higher sooner or later due to the China High-Speed Train contracts. Chiong ahhh!!!! | ||||
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| 17-Jul-2013 21:43 |
Otto Marine
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Otto Marine is Ready to GO !!!
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Are you heavily vested?
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