Latest Posts By samson - Veteran About samson |
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17-Sep-2013 00:04 | COSCO SHP SG / CoscoCorp Go to Message |
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16-Sep-2013 23:57 | COSCO SHP SG / CoscoCorp Go to Message |
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osk DMG Singapore Oil & Gas Services: Optimism On Rig Builders Returns (Overweight) Jason Saw (+65 6232 3871, jason.saw@sg.oskgroup.com) Lee Yue Jer (+65 6232 3898, yuejer.lee@sg.oskgroup.com) We upgrade to OVERWEIGHT Singaporeâ??s rig builders, which have underperformed the STI due to concerns over rising competition and consensus earnings downgrades. We turn positive as: i) the potential recovery in shipbuilding orders and tightening credit may ease competition for offshore orders, ii) the risk of EPS downgrades declines, and iii) valuations look appealing as we roll forward to FY14 earnings. We prefer SMM over KEP and SCI. Return of ship orders could ease competition. Data from Clarksons indicate that newbuild prices and new orders are improving. We are of the view that the revival of shipbuilding orders will divert the attention of South Korean and Chinese mega yards toward seeking ship orders rather than offshore orders, thus bringing some relief to the intense competition in the offshore market. Tighter yard capacity could boost pricing power. Dalian Shipyard has secured orders for nine jackup YTD, of which eight are from Seadrill and one from PT Apexindo. These are due to be delivered between 2Q15 and 3Q16. We believe Dalian has largely filled its near-term slots. As other Chinese yards jostle to win the confidence of blue chip customers and credit conditions imposed on the weaker yards tighten, we believe the pricing power of Singapore shipyards may improve. Lower risk of EPS estimates downgrades after huge cuts. We previously argued that street EPS expectations for FY13 and FY14 had been too bullish and may lead to downward revisions. Since Nov 2012, consensus has cut EPS estimates for KEP, SMM and SCI by 5%, 23% and 13% respectively. As we believe the earnings downgrades for rig builders are close to the bottom, their downside risks are now lower. Positive earnings pace heading into FY14. Rig builders saw earnings decline in 1H13 as operating margins normalised. We expect their earnings momentum to swing back to positive growth in FY14. Prefer SMM over KEP and SCI. We believe SMM  current price is $ 4.51 (BUY, TP: SGD5.60) $5.60- $4.51  = $1..11  < ==you can make if you buy cosco at ).82 for 5 lots =$4100 By  May   2014 cosco up $1 .50-$2  ( 5x1.5 = $ 7500 - $4100 )  you can make < == $3400   is a more leveraged play to the positive outlook. The key risks to our view are: i) expansion in rig building capacity by Chinese state-owned yards, ii) a steep drop in crude oil prices, and iii) execution risks in Brazil. http://www.remisiers.org/cms_images/research/Sep16-Sep20_2013/0916_OSK_Morning_Matters.pdf   |
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16-Sep-2013 23:45 | COSCO SHP SG / CoscoCorp Go to Message |
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Today I  habe sell off my other stocks and buy In 100 %  cosco and hold still Next year  MAY . NO contra player , you may get burn .. 5 NOV Q3 Results will be very Good . cosco had delivery  two Sevan Drilling cost us$170  million x2   Ultra-deepwater offshore drilling platform, " I hope the 3rd" sea trialsHits: 354 Date :2013-9-9  
September 7, through careful planning, " I hope the 3rd" (SEVAN LOUISIANA) cylindrical ultra-deepwater offshore drilling platform was successfully undocked and sea trials. By Kai Tohoku Branch waterway Yangtze Delta, marching to the Green Mountain anchorage. " I hope the 3rd" will be in anchorage eight thruster installation, and drilling platforms Speed, DP-3 dynamic positioning satellites and FMEA simulation effectiveness and other tests. (He Bin / Wen, Lin Chung / photo)
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16-Sep-2013 23:33 | COSCO SHP SG / CoscoCorp Go to Message |
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Cosco  wins us $566 million contracts also  no support by Local fund manager / CEO also very ...disappointed     |
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14-Sep-2013 17:00 | COSCO SHP SG / CoscoCorp Go to Message |
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I still adk all frinds and college to buy cosco and yangzijiang .
They just told me china stock not good all eating our singapore money . You buy now next few mo th company suspect and hold and then close Shop . I have told them I will show rhem results after next year 10k become 20k I have reply to them you choice the wrong . Stocks . You just buy the share without do research buy the few cents stocks small stocks you will gwt kills . 95.80 mr. Ng 5.35pm monday -friday reports . Alway told 放 大 抓 小 |
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14-Sep-2013 16:44 | COSCO SHP SG / CoscoCorp Go to Message |
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Buy before the fund managers ask your to buy and the analysis houses adjust the TP : 1.31 to Tp:$2 for yangzijiang .
For cosco CEO didn't buy lunch for analysis whose write reports for the company . And the Q3 result will be very good . Delivery of 3 biiilon shi to customers and not show in sgx announced qeb cosco alo adjust the ship building price higher |
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14-Sep-2013 15:40 | COSCO SHP SG / CoscoCorp Go to Message |
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I have in stock market foe about 18 year for last 15 year I found why I buy share alway loose mo ey . The common problem every uncle an antie face why people make money Webuy stock alway make few hundreds only . And all the time stuck I have read alots of books chinese for stock and web site .
1.) Your pokier away ask you to buy when market ip . And sell market when share went down. 2.) Choice a good stocks buy in right time and sell in right time. Some old uncle I have ask them to buy yangzijiang at $0.84 . And wait . Next two day they told me he sell at $0.87 make few hundred dollars coffe money . Old uncle can't wait for $1.09 -$2 . I have told him you can make few thousand and not few hundred. He repy he can buy back . I reply you are helping ypur trading house to make mo ey . 3.) Research for frist hand news before ceo or papwr announced. 4.) Much able to wait for 3 months . Why wait for 3 months Q1 result is alway not good companies to q2 and q3 results I have stop buy stock on jan 2012 . I And I have research and research for shipping and ship building . They had been dropping for 4 year . When is the bottom . On may and june my research found is the bottom . Time to buy in now. I 'm working in air ort logical line . System / network engineer. This months I have see the lorries queues up in the road for custom check . This had been stop seen 2009 for pass foir year So the bottom out for us and the transportation and shipping will be also bottom out by now This months they are alots shipping owners place the shipping jack up order . And the price is when up 5% . More order to coming for cosco and yangzijiang Good luck to all By doing good thing we not hope for returns |
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14-Sep-2013 13:56 | COSCO SHP SG / CoscoCorp Go to Message |
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I have show him the tesults . After 3 months .
I have told him when he make $3000 in yangzijiang . Can relax ang fly kite in west cost parts He still defense my advice I have told him when money give him he didn't kick in time I have totally give up on him On lucky for him Slway buy toto and 4D and soccer only give money to singaporepools gov Thanks for readong Sorry I shell put this over there 对 不 起 。 |
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14-Sep-2013 13:15 | COSCO SHP SG / CoscoCorp Go to Message |
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Use 10 k Can buy $0.815 for 12 lots.
After few months next year mar 2014 $2 You can make 12 ×$2 =$24000 - 9860 You make $14400 .wish is 14k . You put in the bank divided only 1k . The bankers will use your money to buy cosco . After one give 1k . They make 13k .they are very very happy then use othes money to make for them .I have told my friends to withdraw fixed d from bank and buy cosco and yangzijiang During june 2013 at 0.80 yangzijiang and 0.73 for cosco He told to to fly kite |
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14-Sep-2013 12:50 | COSCO SHP SG / CoscoCorp Go to Message |
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On june 2013 we had started buy in cosco and yangzijiang .another guy heewee . We had see the china ship bottom. And will be bottom out . Then I have sell all my other secomcorp .. . And buy in cosco 0.73 and yangzijiang 0.82 .
Yangzijoang is number two private ship in china. Cosco is number one ship in china government company back support by gov Example I have post june Buy secomcorp for $4.40 Good divided but make few hundreds dollars only gov stocks how to make more. $4400 you can buy cosco 5 lots at 0.815 . After next year $1.50- $2 You can make 100% to 200% Wish is 10000 -4090 = $5910 In just few months .if you believe me. Corrrect if I wrong Thanks |
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14-Sep-2013 11:56 | COSCO SHP SG / CoscoCorp Go to Message |
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China government is helping out the gov ship . Now your can see from news and papers china ship is bottom out .
You can see china is first in ship building for pass few year . Following by Korean and Japan. And Singapore can compared .but strong gov supports .now secmcorp kelpcorp is facing very hard to wins contracts over oil and gas .jack up ship building . China can do all ship now and cheap . Secmcorp is change to waters projects industrial . By 2014 both cosco ang yangzijoang will be on way back to tracks $2 -$3-$5 Cosco had logistical trade and properties also but ceo is not push on this area . |
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14-Sep-2013 11:34 | COSCO SHP SG / CoscoCorp Go to Message |
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Ceo will announced on sgx
I will post the news on monday Then the share can flying higher to $1 |
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14-Sep-2013 11:30 | COSCO SHP SG / CoscoCorp Go to Message |
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This is the new secure contracts
From enuo company Ceo going to announced on mondays More contracts to be coming Just wait |
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14-Sep-2013 11:28 | YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang Go to Message |
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Is us dollars 1.8 billion s each total of 3.6 billion s |
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14-Sep-2013 11:27 | YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang Go to Message |
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I only post news . Company secure contract . No talking others things
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14-Sep-2013 11:25 | YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang Go to Message |
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Is us dollars 1.8 billion s each total of 3.6 billion s |
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14-Sep-2013 10:56 | YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang Go to Message |
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Yangzijiang had secure two ship building contracts cost for us $1800 million . Total of us $3600 millions . Going to announce
Cosco also wins two +2 ship building contracts cost us $ few billions going to announced on mondays |
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14-Sep-2013 10:48 | COSCO SHP SG / CoscoCorp Go to Message |
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Two +2 contracts secure by cosco .will be announced on mondays cost few billion
Monday cosco flying $0.92 -$1.20 Follow by yangzijiang also wins 2 ship building contracts cost Us $1800 ×2 us $3600 |
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13-Sep-2013 15:51 | COSCO SHP SG / CoscoCorp Go to Message |
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Bloomberg column: Now cut the QE 5 Reasons Seize the moment . This sentence my parents always told me, and this is the Fed meets next week to consider reducing the scale of asset acquisition, the need to keep in mind the word.
We take a look at the views of the Fed QE impact.
August labor force participation rate fell to 35-year low of 63.2% unemployment rate fell to 7.3% in the grounds
Coupled with the U.S. use of chemical weapons against Syria indefinite extension reaction, which is the Fed next week, you can begin to reduce the size of code share the fifth most debt is not bad reason. However, this does not mean less code QE is a very easy decision. Even if the current unemployment rate is very close to the Federal Reserve is expected in 2014 will reach the level, but still lack the economic aspects of corroboration - the labor market outlook has not improved significantly. Soss and Saporta expected, the Fed will likely cut yards QE " packaged" is not a tightening of monetary policy in the message - someone did not understand me? - Might even be proposed to allow the acquisition of the assets of maturity, rather than plan to sell at the right time. Currently, I have to believe that less code QE issue, the market price has been fully reflected. Is not that what you want prospective guidelines? soucre from sina |
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13-Sep-2013 14:36 | COSCO SHP SG / CoscoCorp Go to Message |
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Nikkei News: Obama next week as the Fed chairman will At 14:29 on September 13, 2013     Sina Finance  Sina Finance YORK September 13 news, " Japanese Economic News" Friday quoted insiders revealed that U.S. President Barack Obama or the appointment of former U.S. Treasury Secretary Lawrence Summers (Lawrence Summers) as Fed chairman. Appointment is expected to declare as early as Wednesday after the Federal Reserve monetary policy meeting released. Nikkei said U.S. Deputy Treasury Secretary, former Clinton administration economic adviser Brainerd (Lael Brainard) is likely to be appointed as Fed Vice Chairman.
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