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Latest Posts By Peter_Pan - Supreme      About Peter_Pan
First   < Newer   2101-2120 of 4497   Older>   Last  

11-Jul-2013 11:56 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Vested at 0.835. 
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11-Jul-2013 11:14 Midas   /   Midas       Go to Message
x 0
x 0 		I believe OCBCS is accumulating this counter. I believe they are making this counter. Recently I received big lots from them before the price ran up. It seems like they are testing who put up the big buy queue.
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11-Jul-2013 11:09 Midas   /   Midas       Go to Message
x 0
x 0

 

  METRO INDUSTRY GAINING

MOMENTUM

• Strong order wins from JV company

• Seeking to grow its exports business

• BUY rating and S$0.54 FV intact

  JV company NPRT on a roll

Midas Holdings’ (Midas) 32.5%-owned JV company Nanjing SR Puzhen

Rail Transport (NPRT), which manufactures metro trains in China,

recently secured three contracts amounting to ~CNY2.45b (assuming a

70% stake for one of the contracts won together with its consortium

partners) within a span of two weeks (29 May to 11 Jun). This entails the

supply of a total of 428 train cars, with delivery spread over 2013 to

2016 (Exhibit 2). We believe this highlights the fast growing momentum

of China’s metro industry, which is targeted at easing China’s traffic

congestion and environmental pollution issues. As Midas is also a key

supplier of aluminium alloy extrusion profiles to NPRT, we expect it to

strive to win new orders from NPRT. YTD, Midas has already clinched

CNY99m worth of contracts from NPRT (for projects which NPRT won last

Jul-Sep).

Contribution to Midas likely to improve in 2H13

Hence, although NPRT has been a drag on Midas’ financials, with a

reported share of loss of associates of CNY5.7m and CNY4.0m for FY12

and 1Q13, respectively, we believe that the situation would improve from

2H13, based on NPRT’s delivery schedule. We forecast Midas to record a

share of profits of associates of CNY11.9m for FY13 and CNY24.8m for

FY14.

Gunning for international contracts too

Midas’ management has also set its sights on growing its exports

business. For example, Russia is seeking to develop its high-speed rail

network, with global train manufacturers Siemens AG and Alstom

reportedly keen on expanding their presence there. Midas would be a key

beneficiary of this, given that it is a supplier of both companies. It

recently won a EUR22.7m Russian electric train contract in Mar this year.

Maintain BUY

In light of the aforementioned factors, we remain positive on Midas’ longterm

outlook, but believe that the major re-rating catalyst would have to

come from the resumption of new high-speed train car tenders from

China. Maintain BUY and S$0.54 fair value estimate on Midas.
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11-Jul-2013 10:58 Midas   /   Midas       Go to Message
x 0
x 0 		Hopped in for a breakout. Gd luck!

Peter_Pan      ( Date: 20-Jun-2013 16:47) Posted: 

Our analyst hosted Midas for a two-day roadshow in 
Hong Kong, and key concerns revolved around when the 
new high-speed train orders would be coming through. 
With China planning to double its high speed railway 
(HSR) network to 18,000km by end-2015 and lack of 
orders for rolling stock in the last two years, there is firm 
optimism that the newly-formed China Railway 
Corporation could be placing orders for new HSR rolling 
stock in the second half of 2013, which should lead to 
substantial contract wins for Midas. Meanwhile, the 
group has won a number of metro and overseas train 
contracts to boost its order book to Rmb650m, up from 
Rmb400m at the end of 2012. Maintain BUY with S$0.60 
target price. Midas is currently trading below 1x P/B, 
which we see as attractive for a stock that is due for an 
earnings recovery from 2H13 onwards. 


DBS Vickers 

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11-Jul-2013 07:32 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
x 1
x 0 		This morning breakfast menu:

Main: Green Huat Kueh

Drinks: Green Tea
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10-Jul-2013 21:15 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Wow heavily shorted today!
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10-Jul-2013 18:15 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		I guessing only...should have bought during matching...

SFGuyRuleZ      ( Date: 10-Jul-2013 17:18) Posted:

hmm ic.. Thanks!!

Peter_Pan      ( Date: 10-Jul-2013 17:09) Posted:

Should be contra players i think
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10-Jul-2013 18:02 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Kindly explain your analysis.

Dividend_Warrior      ( Date: 10-Jul-2013 17:44) Posted:

0.83 really is a good support......
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10-Jul-2013 17:09 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Should be contra players i think.

SFGuyRuleZ      ( Date: 10-Jul-2013 17:01) Posted:

Wonder who keep selling at $0.83.. Shortists??
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10-Jul-2013 16:38 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Accepted her...give her chance!
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10-Jul-2013 12:38 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		After slowly accept...will pump and dump.

GorgeousOng      ( Date: 10-Jul-2013 12:35) Posted:

Hahaha! At last....Your parents slowly ...slowly ...slowly accept your Italian grilfrend? Very good news!!! Congratulation!!!! Cheers!!!

Peter_Pan      ( Date: 10-Jul-2013 12:31) Posted:

Slowly accept.
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10-Jul-2013 12:31 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Slowly accept.
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10-Jul-2013 12:00 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Unloved...people only want to play play only...
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10-Jul-2013 11:56 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		She's begging and begging...
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10-Jul-2013 11:19 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		May consider playing again!
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10-Jul-2013 10:12 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Have a quick one with her this morning. Later another round.
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09-Jul-2013 20:16 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		She simply loves it lah!!!

GorgeousOng      ( Date: 09-Jul-2013 19:07) Posted:

You big playboy yah!!! Hahaha! She is playing with your emotion lah!!! Will all the playboys win the game tomorrow ??? Hahahaaaa!
🙈 🙉 🙊 🙊 🙉 🙈

Peter_Pan      ( Date: 09-Jul-2013 17:59) Posted:

Accepted her again but dumped her again also...tomorrow may accept her again
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09-Jul-2013 18:41 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
x 0
x 0 		Fast trade to make quick bucks on this pump and dump tactics.
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09-Jul-2013 17:59 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Accepted her again but dumped her again also...tomorrow may accept her again!

Peter_Pan      ( Date: 09-Jul-2013 14:43) Posted:

Waiting to accept this italian gf again!
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09-Jul-2013 14:43 Vard   /   Vard Holdings       Go to Message
x 0
x 0 		Waiting to accept this italian gf again!
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