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Latest Posts By Peter_Pan - Supreme      About Peter_Pan
First   < Newer   3761-3780 of 4497   Older>   Last  

14-Jan-2013 20:01 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
x 0
x 0 		Live and let live.
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14-Jan-2013 19:13 Ezra   /   Ezra       Go to Message
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x 0

Below report is from CIMB  Outperform  Target Price $1.45.
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14-Jan-2013 19:09 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
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x 0 		Well said.  Smiley

GorgeousOng      ( Date: 14-Jan-2013 17:00) Posted:




和 气 生 财 平 安 致 富 步 步 高 升 ： ）

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14-Jan-2013 18:50 Ezra   /   Ezra       Go to Message
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x 0
Higher taxes but operational 
progress
Higher-than-expected tax expenses were behind Ezra’s 
lower-than-expected 1Q13 results. Still, Ezra made good progress 
operationally with the successful execution of subsea projects and an 
offshore turnaround at higher margins. Maintain Outperform.
1Q13 core EPS forms 8% of our FY13 
estimate (46%   below forecast and,
consensus),   dragged down by 
higher-than-expected   taxes. We cut 
our FY13-14 EPS by 5-7% for higher 
tax charges. Our target price, still at
12x CY14 P/E (5-year mean of 
small/mid-cap industrials), dips
accordingly.   Catalysts   could come 
from a stronger 2H13. 
Higher taxes 
We expect lumpy tax charges for 
1H13, factoring in   the   effects of 
withholding taxes   and higher taxes
from projects executed in countries 
with higher tax jurisdictions. In 1Q13, 
Ezra incurred tax charges of 
US$5.9m, comprising   US$2.9m of 
withholding taxes and   US$3m of 
corporate tax at   21%.   Management 
expects   tax rates to normalise to 
15-20%   in FY13 with   lower-tax-rate 
projects in the coming quarters. We 
raise our tax rate to 20% from 15%.
OSV surprised nicely, 
subsea stable 
OSV’s gross margins were 24% (18% 
in 2H12). Utilisation was above 90%. 
We believe the improvement 
stemmed from a restructuring of 
certain contracts and   a   slight 
increase in rates renewed.   We 
upgrade FY13 gross margins to 24% 
from 22%.   Subsea   utilisation was 
80%,   affected by   downtime   in Dec
due to   the   winter weather. Gross 
margins dipped to 15% (4Q12: 18%). 
However, we expect   a pick-up with 
more projects executed. We have 
assumed   a   20% gross margin for 
subsea   for FY13. Subsea order book 
is US$950m with US$415m   of   new 
contracts YTD, in line with our 
US$900m order target. 
Expect stronger 2H13 
Ezra is trading below its 5-year mean 
of 16x forward P/E. We expect 2H13 
to be stronger with the execution of 
more projects. 
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14-Jan-2013 18:44 Ezra   /   Ezra       Go to Message
x 0
x 0 		I sacrificed some holdings to the likes of jpmorgan, ubs, morgan stanley, daiwa and clsa. I accumulated more from them at lower price. They are using the selldown strategy to force out weakholders capitalising on the " net-profit performance" news released on the mainstream media.

tonylim      ( Date: 14-Jan-2013 14:36) Posted:



Peter , how did you get the info that big business houses are accumulating?  Is it confirmed?

However, based on the strong buying pattern, it seems to be so.

Peter_Pan      ( Date: 14-Jan-2013 14:13) Posted:

Big foreign houses accumulating heavily at the moment.
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14-Jan-2013 14:13 Ezra   /   Ezra       Go to Message
x 0
x 0 		Big foreign houses accumulating heavily at the moment.
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14-Jan-2013 11:45 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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x 0 		Yes, shift your funds elsewhere first.

ynnek1267      ( Date: 14-Jan-2013 11:43) Posted:



Then, you slowly wait loh.

67 to 70cents is 4.48%.

I would rather to look for other counter which may raise 20 to 30% in next few weeks till Chinese New Year like my 2 babis Tiong Woon and China Minzhong.

raymaster      ( Date: 14-Jan-2013 11:40) Posted:



It will never be enough when come to $$$$

am looking forward to 0.70 cent and above.

it is still worth the wait till dual listing announcement been make then can consider to take profit. 

this gem is just getting stronger each day since the last rally. happy vesting.
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14-Jan-2013 11:28 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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x 0 		I suggest take profit first. But is ultimately up to the individual.
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14-Jan-2013 11:19 Midas   /   Midas       Go to Message
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x 0 		Please take note.

Peter_Pan      ( Date: 13-Jan-2013 10:41) Posted:

Midas should be testing 0.55 next week after covering both down & "up" gaps.
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14-Jan-2013 11:04 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
x 0
x 0 		Done.
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14-Jan-2013 11:02 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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x 0 		I'm seriously considering offloading my holdings.
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14-Jan-2013 10:29 China Minzhong   /   China Minzhong Food forum       Go to Message
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x 0 		Bear-trap. Don't worry too much. Really.
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14-Jan-2013 10:27 Ezra   /   Ezra       Go to Message
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x 0 		Strong accumulation.
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14-Jan-2013 10:24 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
x 0
x 0 		Relax...
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14-Jan-2013 09:58 Ezra   /   Ezra       Go to Message
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x 0 		Don't fall into big fishes traps woh...more upside woh...
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14-Jan-2013 09:23 Ezra   /   Ezra       Go to Message
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x 0 		Don't anyhow sell to big fish woh...
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14-Jan-2013 07:46 Ezra   /   Ezra       Go to Message
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x 0 		Ezra demonstrates all-round strength of its business divisions with multiple wins in subsea services, offshore support services and energy services divisions
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14-Jan-2013 07:45 Ezra   /   Ezra       Go to Message
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x 0 		Ezra starts FY13 with 54% surge in revenue and 44% jump in gross profit
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14-Jan-2013 07:35 Ezra   /   Ezra       Go to Message
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x 0 		I repeat. Ezra looks set to break resistance for another superb-run. Don't anyhow give up your holdings yet.
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13-Jan-2013 23:56 Ezra   /   Ezra       Go to Message
x 0
x 0 		Ezra looks set to break resistance for another superb-run. Don't anyhow give up your holdings yet.

Peter_Pan      ( Date: 12-Jan-2013 00:02) Posted:

Likely revised up. Results aside, outlook is looking good. The first resistance has turned support. The second resistance which was briefly broken will depend on the up-coming report to turn support, which I think is also very likely. 

ah.wei      ( Date: 11-Jan-2013 23:45) Posted:

meaning ezra tp can be up/down right??


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