Latest Posts By Peter_Pan - Supreme About Peter_Pan |
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06-Mar-2013 15:23 | Ezion / Ezion Go to Message | |||
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Shares of oil and gas provider Ezion Holdings Ltd  jumped as much as 3.5 percent to a record high of S$2.08 on  Wednesday.  OCBC Investment Research said Ezion Holdings had performed  " extremely well" in 2012 and its outperformance had continued  till now.  " We expect the group to secure more contracts, solidifying  its earnings base with the deployment of additional assets,"   OCBC said in a report.  The brokerage has an 'overweight' rating on the oil and gas  sector and maintains its preference for companies with earnings  growth or sustainability backed by a strong order book and a  positive outlook for their industry subsegment. |
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06-Mar-2013 15:16 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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06-Mar-2013 14:28 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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06-Mar-2013 11:21 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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As investors push equities and other risk assets to multi-year highs, one question being raised by analysts is whether upbeat markets are becoming too complacent. Lim Say Boon, chief investment officer at DBS Private Bank in Singapore, says while markets are probably not pricing in long-term structural problems such as huge debt levels in many major economies, the sharp and swift move into stocks this year do not reflect complacency. Instead, the rally in risk assets shows investors are finally taking a step back from high levels of fear and anxiety that ruled last year. In the past three months, shares in the U.S. and Asia have rallied more than 6 percent, while stocks in Europe have gained 4 percent, as fears about U.S. fiscal worries subside and economic data paint a brighter outlook for global growth. It's a sharp contrast to the middle of last year, when a surge in Spanish government bonds yields and worries about a break-up of the euro zone triggered a sharp fall in the euro and equity markets globally. CNBC  |
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06-Mar-2013 10:13 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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06-Mar-2013 09:57 | AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m Go to Message | |||
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Last week, Ezion announced that it has received endorsements to develop a marine supply base to support the offshore oil & gas scene in Australia. This is a critical factor which had been delaying the award of LNG-related contracts, and with the marine base starting operations by September this year, contracts should start flowing again. We think the recent 25% correction is overdone, presenting an extremely attractive entry point. |
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06-Mar-2013 09:56 | AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m Go to Message | |||
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Lack of staging ground for offshore projects now resolved. We
understand that the lack of a staging ground was a critical reason for the LNG
project delays. The offshore projects required clear land, warehousing facilities,
space for welding / painting / other jobs, and a deepwater jetty. Ezion’s marine
base will remedy this lack, and set the stage for these projects to proceed.
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06-Mar-2013 09:55 | 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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06-Mar-2013 09:50 | 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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06-Mar-2013 01:01 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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U.S. Daylight saving time begins this Sunday morning. At 2 a.m. clocks should be moved ahead one hour. For those trading the U.S. markets don't blur blur next Monday. Next also Monday starts the short-selling disclosure for everyone to see which stocks are being shorted in SGX.  |
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05-Mar-2013 23:47 | Vard / STXOSV Go to Message | |||
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What The VARD!  |
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05-Mar-2013 23:43 | 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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05-Mar-2013 23:04 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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Stock rally intensifies on ISM Dow up 120 pts | |||
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05-Mar-2013 23:03 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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Feb. ISM services index rises to 56% from 55.2% | |||
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05-Mar-2013 22:34 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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Dow Opens Above All-Time Closing High | |||
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05-Mar-2013 21:57 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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DOW is on track to break new highs. | |||
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05-Mar-2013 18:50 | Vard / STXOSV Go to Message | |||
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STX OSV BECOMES VARD |
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05-Mar-2013 18:42 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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05-Mar-2013 18:35 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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05-Mar-2013 18:28 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||
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STI is running on a very sustainable uptrend. Minor corrections are expected as always. Unless the economy collapse....otherwise stay invested in companies with good fundamentals and forecasts. | |||
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