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26-Nov-2013 11:45

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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waiting @ below 10c

to grab

ozone2002 ( Date: 21-Nov-2013 14:11) Posted:

Last:0.116 Vol:6500k

-0.003

breaking every support level so far

shall wait @ 8c to scoop up more

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25-Nov-2013 10:46

ARA Asset Mgt / ARA Asset Management

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one of those super power biz and stock listed on SGX as posted in my earlier posting in May Last:1.84 Vol:132k +0.04

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21-Nov-2013 14:11

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.116 Vol:6500k

-0.003

breaking every support level so far

shall wait @ 8c to scoop up more

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21-Nov-2013 10:20

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.116 Vol:2715k

-0.003

buyers n market makers taking a back seat whilst selling seems to be the order of the day

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20-Nov-2013 15:06

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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vol done doubled but price went down..

still lots of weak holders to shake out..

ozone2002 ( Date: 20-Nov-2013 10:25) Posted:

Last:0.122 Vol:9775k

+0.003

lots of activity but price hovering ard low 12c

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20-Nov-2013 10:25

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.122 Vol:9775k

+0.003

lots of activity but price hovering ard low 12c

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20-Nov-2013 10:22

IPC Corp / Solid NTA 27c

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Time: 9:18AM
Exchange: SGX
Stock: IPC Corp(I12)
Signal: Bearish MACD Crossover
Last Done: $0.152

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19-Nov-2013 16:14

Federal Int / Federal

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Yes, apologies for the mix up

Net asset value (for the issuer and group) per ordinary share based on the total number of issued shares excluding treasury shares of the issuer at the end of the (a) current financial period reported on and (b) immediately preceding financial year. Group		Company
cents		cents
As at 30.09.13	5.69		6.37

Simpsons ( Date: 19-Nov-2013 15:30) Posted:

Nav $0.055 right?

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19-Nov-2013 15:25

Federal Int / Federal

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Last:0.026 Vol:3071k

-0.001

more activity today

NAV 13.3c

recent share issue @ 10c

need lots of patience for investors to realise its true value

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19-Nov-2013 13:50

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.123 Vol:15614k

-0.001

shaking out many weak holders, volume now 15 million done

ozone2002 ( Date: 19-Nov-2013 09:44) Posted:

Last:0.122 Vol:2785k

-0.002

still in consolidation mode..sliding down further

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19-Nov-2013 09:44

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.122 Vol:2785k

-0.002

still in consolidation mode..sliding down further

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18-Nov-2013 12:03

Ezion / Ezion

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pullback from high of $2.4+ .. now low $2.. still a gd biz nonetheless
Decent results, promising growth
?
consensus estimate3Q13 earnings slightly better than our above
?
by lower JV and other incomeGross margin outperformed impact partially offset
?
delivered in 3Q, three more by DecSome delivery rescheduling two service rigs were
? Maintain BUY with TP raised slightly to S$2.65
2Q results beat expectations
3Q13 results above.
y and 5% q-o-q to US$38.2m, bringing 9M13 net profit to
US$102.9m, or 73% and 77% of our and consensus? FY13
estimates. Growth was driven by fleet expansion,
commencement of three LNG projects at Curtis Island and
margin improvement. We are impressed with the 1.9ppt q-o-q
gross margin expansion to 48.2%, though impact on the
bottomline was partially offset by lower JV and other income.
Net gearing is manageable at 1.05x as of end Sept.Ezion?s 3Q13 net profit surged 137% yo-
Fleet to reach 18 rigs by Dec FY14/15F EPS raised by
3/2%.
in Myanmar and Mexico in 3Q - and three more units are
expected to come onstream by end Dec (for Caspian Sea, India
and Middle East), bringing its total fleet to 18 vessels (double
that of 9 in early 2013). Management indicated during the
briefing that 3 liftboats and 1 refurbished jackup rig are
experiencing delays of 3-6 months due to external factors. In
addition, service rig #11 will be off hire for about 5 months for
an upgrade requested by customer. We have adjusted our
revenue recognition accordingly. Nonetheless, after factoring
positive impact from higher margins, lower tax and interest
expense, our FY14/15F EPS are lifted marginally by 3.0%/1.6%.Ezion took delivery of two service rigs - for deployment
BUY, TP adjusted to S$2.65,
EPS. Current valuation is undemanding and we believe Ezion?s
strong earnings growth (2-year CAGR of 42% in FY13-15) and

contract wins will drive the stock price further. Maintain BUY.based on 14x revised FY13/14F

ozone2002 ( Date: 30-Aug-2013 10:25) Posted:

This is a stock to buy on pull back.. great business, growth stock
Far and away from Syria DBS
 
deployed in Middle EastSecured charter contract for a service rig to be
 
long distance from SyriaEzion?s service rigs for Middle East are near Qatar, a
  Maintain BUY TP S$3.20
Adding 3
charter contract to provide bareboat charter for a refurbished
jack up rig worth US$49.1m over four years. Upgrading and
refurbishment work is expected to commence at the Middle
East yard next week and the rig is scheduled to be delivered
to a national oil company in Middle East by mid-2014. The
cost of the project ? US$40m - will be funded by equity (30%)
and 5-year floating bank borrowings (70%).rd service rig to Middle East. Ezion has signed a
Slightly different accounting treatment.
secured at Ezion level and the service rig will be chartered
from a 50:50 JV of Ezion and Scott & English Limited, a
subsidiary of Kim Seng Holdings. Hence, Ezion will consolidate
the project revenue but at minimal profits. Bulk of profits will
still be recognised under associate/JV income line and/or other
income as management fees, similar to their previous JV
vessels. We estimate this latest contract to contribute about
US$1.5m in FY14 and US$3.2m in FY15, representing 0.6%
and 1.2% of our FY14 and FY15 forecasts respectively.The contract is
A long way from Syria.
service rig operating in Middle East, in the Arabian Gulf near
Qatar. The second one, which will come on stream by early
2014, will be deployed around that region as well.Currently, Ezion has only one
Maintain BUY TP S$3.20.
intact, with the expectations of three additional contracts this
year and eight next year. Maintain BUY on Ezion with an
unchanged TP of S$3.20, pegged to 14x FY13/14 PE. We
continue to like Ezion?s strong growth profile and earnings

visibility.We are keeping our forecasts

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18-Nov-2013 10:14

Federal Int / Federal

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moving up a notch with activity

Last:0.027 Vol:1450k

ozone2002 ( Date: 15-Nov-2013 12:24) Posted:

activity today Last:0.026 Vol:9860k -

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15-Nov-2013 12:24

Federal Int / Federal

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activity today Last:0.026 Vol:9860k -

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14-Nov-2013 11:42

CSE Global / CSE Global

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CSE Global profit after tax up 5.8%

Last:0.96 Vol:191k

+0.015

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14-Nov-2013 09:08

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Last:0.132 Vol:1827k

off to a good start..

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13-Nov-2013 16:29

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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very volatile counter..

up then down then up again..

not for the faint hearted..

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13-Nov-2013 11:46

Vard / Vard Holdings

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sometimes in order to taste the sweet sugar, we must go through the salt 1st.. :)

GorgeousOng ( Date: 12-Nov-2013 18:38) Posted:

Good good! good to come back.... Can pick nice nice durian together n Huat big big yah!!!

Now more salted veggie for us oredi...LOL... It was so fun... But it was almost killed us!!!!
往事不堪回首！

Cheers!!!

ozone2002 ( Date: 12-Nov-2013 09:49) Posted:

Last:0.85 Vol:1075k

+0.02

yup back to make $$.. spend a lot during holiday :

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13-Nov-2013 11:43

Kori / Competitor of Yongnam

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Last:0.51 Vol:479k

+0.005

slow n steady rise in price

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13-Nov-2013 11:39

CSE Global / CSE Global

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Just another one of those gems i spotted reaping their rewards... :)

CSE GLOBAL: Will it return as much as 26-28 cents to shareholders?

http://www.nextinsight.net/index.php/story-archive-mainmenu-60/919-2013/7624-cse-global-will-it-really-return-as-much-as-26-28-cents-to-shareholders-

ozone2002 ( Date: 27-Feb-2013 22:38) Posted:

gem stock with good earnings... gd luck dyodd

Steady strides

While not particularly inspiring, 4Q met expectations as CSE continues tomake steady strides.Undemanding valuations and dividend yields in excess of 5% continue to lend support to our call.

At 24% of our FY12 (full-year at 99%), 4Q was in line with our expectations and consensus. We cut our FY13-14 EPS by 7-9% on lower revenue and margin assumptions. We also introduce FY15 numbers. Our target price, pegged at 8x CY14 P/E (0.5 s.d. below its five-year mean), drops accordingly. We maintain Outperform with catalysts from stronger orders, quarters and accretive M& As.

Results in line strong cashflow generation

4Q core earnings of S$11.7m increased by 23% yoy on higher revenue (from shale gas projects in the US and a telecoms project in the Middle East) and better cost control. Gross margins climbed up to 5.4%pts qoq to 36.6% (4Q11: 33.2%). Further, CSE Transtel in the Middle East has returned to profit. This is despite an additional provision of S$1.5m for one of the two significant cost-overrun projects in 2011. These projects are expected to be completed by 1H13. CSE also generated strong operating cashflow of S$35.6m for FY12 (FY11: S$6.9m outflow), bringing net gearing to 0.2x. Lastly, the group declared a final DPS of 2.75 Scts, bringing total DPS to 4.25 Scts (about 40% earnings payout).

Better late than never

Boosted by the telecoms jobs for a North-Western Australian LNG project, CSE bagged strong orders of S$160m for 4Q, bringing total intake to S$499m for FY12. The order book stands at S$385m and we are modelling S$550m orders for FY13.

Asia Pacific to drive 2013 performance

Underpinned by the Australian jobs, Asia Pacific is expected to take on the baton from the US and drive turnover for 2013. However, margins from these contracts are expected to be lower, keeping blended gross margin in the low 30% range (we expect 33.5%). Asia could surprise with a rush of thermal engineering jobs.

ozone2002 ( Date: 21-Jan-2013 23:12) Posted:

this is a gem stock.. saw this being highlighted in CIMB report today

anyone in this?

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