Latest Posts By Peter_Pan - Supreme About Peter_Pan |
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16-Mar-2013 13:16 | Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter Go to Message | ||||
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Short Sell Executed Date Security ShortSaleVolume Curr ShortSaleValue |
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16-Mar-2013 12:44 | Genting Sing / Genting SP Next Move Go to Message | ||||
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我 想 要 去 云 顶 。 这 是 最 后   第 二 次   。 我 一 定 会 全 都 赢 回 来 。 是 真 的 ... | ||||
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15-Mar-2013 14:16 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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Many investors are still hoping for a market meltdown like 5 years ago. | ||||
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15-Mar-2013 12:51 | AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m Go to Message | ||||
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Don't miss the boat woh... | ||||
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15-Mar-2013 12:49 | AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m Go to Message | ||||
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Expecting order flow-through. AusGroup now has a record AUD4.5bn tender book, dwarfing the AUD0.6bn of tenders at Dec-12. The build-up of the tender book was due to the delays of the contract awards, and we expect AusGroup to convert about 20% of its tenders into firm contracts, providing good-margin work for 2H13 through FY15F. Further, this week Upstream noted that Ensco has been awarded the final Ichthys drilling contract. | ||||
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15-Mar-2013 12:47 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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Hello paper trader! lol
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15-Mar-2013 12:24 | AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m Go to Message | ||||
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25% correction overdone extremely compelling valuations. AusGroup’s shares have come off 25% since its recent peak, and now trades at 6.9x FY13F EPS, 1.1x P/B, with an EV/EBITDA under 3.0x (based on current price of SGD0.50). These are extremely compelling valuations for a company growing at 20% EPS CAGR to FY15F, ROE consistently above 15%, and a strong net cash position of SGD0.054 per share. We believe that the reaction to the poor 2Q13 results (which included one-off expenses and variation orders) is severely overdone, and this is the time to enter. Our TP of SGD0.73 is based on 9x blended FY13F/FY14F EPS. BUY.  |
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15-Mar-2013 12:21 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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Stocks Could Hit New High With US Data on a Roll |
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15-Mar-2013 11:12 | Genting Sing / Genting SP Next Move Go to Message | ||||
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15-Mar-2013 10:36 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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STI 3400 COME MNEY COME | ||||
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15-Mar-2013 10:26 | Vard / STXOSV Go to Message | ||||
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STXOSV $1.555 COME MNEY COME | ||||
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15-Mar-2013 10:24 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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Charging Ahead...The Dawn of A New Era | ||||
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15-Mar-2013 01:06 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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14-Mar-2013 23:59 | Biosensors / Is Biosensors a good buy? Go to Message | ||||
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Turning cautious, downgrade to Hold. We cut FY3/13-15F net profit forecasts by 9-11% as we turn more cautious in our forecasts and on lower-than-expected licensing revenue. Our SOTP-based  TP  is consequently  reduced to SGD1.28.  We downgrade Biosensors to a Hold as we see limited upside to our revised TP. While we like the long- term growth potential, we believe that near-term uncertainties may limit share price appreciation. The commercialsation of BioFreedom could be a positive catalyst but this will be an event for 2014. Intensifying competition in Japan. Weak licensing revenue dragged down Biosensors’ 3QFY3/13 results, resulting in management revising down their FY3/13F revenue YoY growth guidance to 15-20% (from 20- 30%). Biosensors is collaborating with Terumo to regain market share but with increased pricing pressures, intensifying competition and added cost of more aggressive marketing, we deemed it hard to see a net positive effect in the next one to two quarters. M& As necessary for long-term growth. Biosensors is likely to seek out M& As this year as it would fit into its long-term strategy of transforming into a multi-product medical equipment company.. We suspect that the recent drawdown of SGD300m from its MTN program despite being in a net cash position could be for this purpose. Depending on the specifics of any potential deals, this could be viewed positively or negatively. But we do caution that transactions in the healthcare sector are typically done at high valuation multiples. We will revisit our recommendation and TP on better clarity. BioFreedom contributions only from 2014. BioFreedom has received CE Mark approval. More clinical trials will be conducted to further prove its efficacy. Full commercial launch is only expected in 2014 and we think that it is too far ahead to provide positive share price trigger. Licensing not expected to last forever. While Biosensors looks cheap at 12.6x FY3/14F PER, we do not expect its licensing revenue with Terumo to last for forever. This is the key reason why our TP is lower than consensus. We value it separately using DCF but we have attributed a fair 18x PER multiple on its core business. Source: Maybank Kim Eng Research - 13 Mar 2013 |
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14-Mar-2013 23:40 | Genting Sing / Genting SP Next Move Go to Message | ||||
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我 想 要 去 云 顶 。 这 是 最 后 一 次 。 我 一 定 会 全 都 赢 回 来 。 | ||||
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14-Mar-2013 23:32 | China Minzhong / China Minzhong Food forum Go to Message | ||||
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I think  不 会 这 么 快 。   该 剧 由 耳 。
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14-Mar-2013 22:11 | Biosensors / Is Biosensors a good buy? Go to Message | ||||
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Hold (from Buy) Target price: SGD1.28 (from SGD1.38)   Maybank Kim Eng |
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14-Mar-2013 21:55 | YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang Go to Message | ||||
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強 い 言 葉 は 論 拠 を 受 賞
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14-Mar-2013 21:42 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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STI 3400 COME MNEY COME | ||||
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14-Mar-2013 20:35 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | ||||
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Jobless Claims Unexpectedly Fell by 10,000 to 332,000 Claims Were Expected to Rise |
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