Latest Posts By niuyear - Supreme About niuyear |
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19-Apr-2010 17:23 | Genting Sing / GenSp starts to move up again Go to Message | |||||||||||||||||||||||
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gaming industry should benefit from strong S$. Genting chong to $1.23......LOL! | |||||||||||||||||||||||
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19-Apr-2010 17:19 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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Must tell all the boy boy better cover bird bird, GS is ""$7.80""........ hahaha!
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19-Apr-2010 17:12 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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dont run with GS like a rat, as chinese saying :过街老鼠,人人喊打。hehehe!
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19-Apr-2010 17:09 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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CIMB - • Maintain Overweight on FSSTI, we raise our FSSTI end-CY10 Index target from 3,160 to 3,300. We maintain our Overweight stance on Singapore. Last week, the Singapore government released sterling 1Q10 GDP figures (+13.1% yoy, +32.1% qoq), the strongest sequential growth in three decades. Our economist promptly raised his 2010 real GDP forecasts from 6.5% to 9.4%. As one of the most open economy, Singapore has been the first to go into recession and also shown the strongest momentum on the rebound. Our new FSSTI target is based on a bottom-up methodology and now implies 15.2x CY11 P/E, similar to implied 15.1x P/E earlier in December. This reflects the earnings upgrade in cyclicals we have seen in the past 1-2 months. • S$ appreciation from here. At the same time, the MAS 1) re-centred its exchange rate policy to the prevailing level of the S$NEER and 2) resumed a modest and gradual appreciation policy (previous: 0% appreciation). This is equivalent to a onetime hike and a guidance that the S$ will strengthen further. • Winners from a strong S$ are Property, Media, Gaming and Banks. Beneficiaries of a stronger S$ are 1) S$-asset plays; 2) businesses with domestic revenues and US$-costs. Banks are less clear proxies to the trend of S$-strength (since interest rates will be capped), they gain from a revival of loan volumes and fee opportunities but S$ interest rates will be capped. As yields get depressed, we think yield plays will also gradually grind up. Telcos are also more mixed as Starhub and M1 will be benefit, but SingTel has translation negatives. Similarly, for Transport, SIA and SMRT gains but ComfortDelgro and NOL have negatives . • Losers from a strong S$ are Conglomerates and Tech. Losers from a stronger S$ stand out as 1) exporters; 2) businesses with US$-based revenues and domestic cost base; and 3) companies who have expanded operations to countries with weaker currency prospects. Figure 1: Stock comparisons Target Core 3-yr EPS |
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19-Apr-2010 17:07 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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CIMb • Maintain Overweight on FSSTI, we raise our FSSTI end-CY10 Index targetWe maintain our Overweight stance on Singapore. Last week, • rate policy to the prevailing level of the S$NEER and 2) resumed a modest and gradual appreciation policy (previous: 0% appreciation). This is equivalent to a onetime hike and a guidance that the S$ will strengthen further. S$ appreciation from here. At the same time, the MAS 1) re-centred its exchange• Winners from a strong S$ are Property, Media, Gaming and Banks.Beneficiaries of a stronger S$ are 1) S$-asset plays; 2) businesses with domestic revenues and US$-costs. Banks are less clear proxies to the trend of S$-strength (since interest rates will be capped), they gain from a revival of loan volumes and fee opportunities but S$ interest rates will be capped. As yields get depressed, we think yield plays will also gradually grind up. Telcos are also more mixed as Starhub and M1 will be benefit, but SingTel has translation negatives. Similarly, for Transport, SIA and SMRT gains but ComfortDelgro and NOL have negatives. • S$ stand out as 1) exporters; 2) businesses with US$-based revenues and domestic cost base; and 3) companies who have expanded operations to countries with weaker currency prospects. Losers from a strong S$ are Conglomerates and Tech. Losers from a strongerFigure 1: Stock comparisons Target Core 3-yr EPS from 3,160 to 3,300. the Singapore government released sterling 1Q10 GDP figures (+13.1% yoy, +32.1% qoq), the strongest sequential growth in three decades. Our economist promptly raised his 2010 real GDP forecasts from 6.5% to 9.4%. As one of the most open economy, Singapore has been the first to go into recession and also shown the strongest momentum on the rebound. Our new FSSTI target is based on a bottom-up methodology and now implies 15.2x CY11 P/E, similar to implied 15.1x P/E earlier in December. This reflects the earnings upgrade in cyclicals we have seen in the past 1-2 months. |
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19-Apr-2010 16:57 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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GS got pay you salary ? If not, is ok to work in SGX.
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19-Apr-2010 15:08 | Ying Li Intl / Ying Li Go to Message | |||||||||||||||||||||||
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Chongqing is a rural area yet to be explored and where can we see property bubble happening so fast? The worrying ones are Shanghai 's propertpy price (150% increased from 2003 till now), Tianjing and prerhaps, Beijing....... I wld think it depends on where and when, does the real estate company invest in the development of land in and, in which area of china that matters. |
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19-Apr-2010 14:52 | CapitaLand / Capitaland Go to Message | |||||||||||||||||||||||
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lai lai lai,, lets call the capitaland boss to support the price.. hahaha! | |||||||||||||||||||||||
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19-Apr-2010 14:38 | CapitaLand / Capitaland Go to Message | |||||||||||||||||||||||
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Short sellers very scared to see remarks made by KiLroy... LOL!
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19-Apr-2010 14:34 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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ok lar, let the cute big bear bear come out and play for a while lar.........it has been hungry for quite a while already, |
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19-Apr-2010 14:24 | Midas / Midas Go to Message | |||||||||||||||||||||||
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Why not? US companies got so many merger or takeover, the top executives benefited the most , the way they pay you to leave.....i dont mind man!
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19-Apr-2010 14:17 | Ying Li Intl / Ying Li Go to Message | |||||||||||||||||||||||
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Given the china's massive increased in population , in long term, supply of lands is still falling short. ? |
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19-Apr-2010 10:49 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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Like singapore, it uses whip , this helps serve as hindrance to any crime. :)
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19-Apr-2010 10:13 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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Obama is born in cow's ear, Cow and tiger good friend mah?
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19-Apr-2010 09:52 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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Yet to be seen. heyhey.
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19-Apr-2010 09:36 | Others / DOW Go to Message | |||||||||||||||||||||||
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pharoah88 - your below post, interesting.:) """.......In essence, Beijing's policies have acted like the relief valve on a pressure cooker: They've kept the U.S. pot from exploding.. Washington also frequently points to Beijing's $2.4 trillion in foreign reserves as additional evidence that China is a manipulator. This, too, represents flawed logic. Trade reserves accumulate whenever a country sells more than it buys with its partners. Therefore, China's huge reserves are not evidence of currency manipulation; instead it's just proof that the rest of the world really wants to buy what China has to sell...........". '包青天' is here frm monday to friday, Washinton or Beijing got whatever 冤情 , go to him for justice. |
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16-Apr-2010 16:27 | IPO / IPO- China Minzhong Food Go to Message | |||||||||||||||||||||||
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lion stabalising the share. :)
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16-Apr-2010 16:20 | Straits Times Index / STI to cross 3000 boosted by long-term investors Go to Message | |||||||||||||||||||||||
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Think most people here are waiitng to unload at 3200. Not many waiting to buy and not much to buy. except those IPOs got garment support ones.
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16-Apr-2010 14:10 | Others / citi corp Go to Message | |||||||||||||||||||||||
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US Citi using bail out money from other people's (their tax payer) money to pay you $12 per share.
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16-Apr-2010 13:55 | SMRT / SMRT Go to Message | |||||||||||||||||||||||
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wiat till their pregnant wives meet the same types of driver while on the bus and got herself miscarriage.........LMAO man!
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