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Latest Posts By Peter_Pan - Supreme      About Peter_Pan
First   < Newer   3881-3900 of 4497   Older>   Last  

10-Jan-2013 10:52 Vard   /   STXOSV       Go to Message
x 0
x 0 		Recent price action from the beginning of the year is designed to force-out the retail players. More evident from the beginning of this week.
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10-Jan-2013 10:37 Midas   /   Midas       Go to Message
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x 0 		DMG has just issued a BUY call with a Target Price of $0.75.
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10-Jan-2013 10:15 Vard   /   STXOSV       Go to Message
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x 0 		Of course stay put. Nothing wrong with this counter.

GorgeousOng      ( Date: 10-Jan-2013 10:01) Posted:



Hi Peter Pan, any news for this counter? stay put? or add more ?thanks
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09-Jan-2013 22:41 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
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x 0 		I know you like to drink red tea.

Isolator      ( Date: 09-Jan-2013 22:35) Posted:

In the year 2013... Sti will hit 2000... Just 1 year dateline... Hmmm...
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09-Jan-2013 21:50 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
x 0
x 0 		I'm no sifu. Maybe we can pray for 0.67-0.68 within these 2 days.

lllusion      ( Date: 09-Jan-2013 17:55) Posted:

So what's the target price going be like for tomorrow.

Peter Pan sifu please enlight us..
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09-Jan-2013 21:40 Dyna-Mac   /   Dyna-Mac Holdings       Go to Message
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x 0 		This stock may test 0.57 soon. Finger-crossed.
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09-Jan-2013 21:25 Midas   /   Midas       Go to Message
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x 0 		Paiseh, not familiar with this overseas counter.

davidoch      ( Date: 09-Jan-2013 20:09) Posted:



peter and other brothers,

help me for the NOK(NOKIA) chart, I am  deciding  whether to cut loss. In at 4.13 30lot....

Peter_Pan      ( Date: 09-Jan-2013 13:57) Posted:

Chart analysis suggest that this train is going for a parabolic move soon.
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09-Jan-2013 21:19 Vard   /   STXOSV       Go to Message
x 0
x 0 		No panic sellers, only panic buyers. All technicals signal strong reversal. Price action is designed to flush-out the weak holders. Are you brave enough to ride out this wave?

brenocav      ( Date: 09-Jan-2013 21:07) Posted:



I def. hope you are right Peter!!

 

I keep seeing TP's of ~$2...wondering when it will materialize. What is the dividend situation looking like for this counter? 

Peter_Pan      ( Date: 09-Jan-2013 15:05) Posted:

Strong reversal coming.
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09-Jan-2013 21:09 Swiber   /   Swiber       Go to Message
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Swiber Holdings (SWIB SP, AK3) –

Strong foothold in India, Indonesia, and Brunei

 

Last price: S$0.645

Target Price: S$0.86

 

2012 has been a bumper year for Swiber. It won around US$1.1b worth of new contracts, 30% more than in the previous year. Currently, its orderbook stands at US$1.4b, of which 40% will be recognised in 2013. Management is still optimistic that more new contracts will follow this year. Swiber has transformed into a regional player with footprints in established oil-producing ASEAN countries as well as in    India  and the    Middle East. This year, it won its maiden project in    Mexico, adding another important market to its business. This extensive footprint allows Swiber to benefit from economies of scale. Our target price is S$0.86, or 6.2x forward PE, and we maintain our BUY call.

UOB Kay Hian 

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09-Jan-2013 21:04 Ezra   /   Ezra       Go to Message
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x 0

Ezra Holdings (EZRA SP, 5DN) –

A potential deepwater subsea turnaround play

 

Last price: S$1.235

Target Price: S$1.53

 

Ezra is a potential deepwater subsea turnaround play.  Its new vessel, which will be delivered in 1H14, is considered a game-changing asset with state-of-the-art capabilities to execute deepwater jobs. Since it is geared to take on bigger jobs, it could earn US$500m-1b per year. Should it secure its first contract in 1H13, this could be a major share price catalyst for Ezra. The subsea segment will be the key earnings growth driver for the company going forward. It accounted for 56% of FY12 turnover and management expects it to contribute an even bigger 70% in the future. We have a BUY call and target price of S$1.53, based on 9.7x FY14F PE.

UOB Kay Hian 

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09-Jan-2013 21:03 Ezra   /   Ezra       Go to Message
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x 0

Swiber Holdings (SWIB SP, AK3) –

Strong foothold in India, Indonesia, and Brunei

 

Last price: S$0.645

Target Price: S$0.86

 

2012 has been a bumper year for Swiber. It won around US$1.1b worth of new contracts, 30% more than in the previous year. Currently, its orderbook stands at US$1.4b, of which 40% will be recognised in 2013. Management is still optimistic that more new contracts will follow this year. Swiber has transformed into a regional player with footprints in established oil-producing ASEAN countries as well as in  India  and the  Middle East. This year, it won its maiden project in  Mexico, adding another important market to its business. This extensive footprint allows Swiber to benefit from economies of scale. Our target price is S$0.86, or 6.2x forward PE, and we maintain our BUY call.

UOB Kay Hian 

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09-Jan-2013 21:01 China Minzhong   /   China Minzhong Food forum       Go to Message
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x 0

Investment Highlights

·                  Maintain BUY and target price of S$1.00, based on 3.1x FY14F PE, pegged to Singapore-listed peers’ average.

·                  Positive share price catalysts include PE expansion, share buybacks or even a dividend payout, which the company has been considering since the last financial year.

·                  We increase our FY13 net profit forecast by 1.6% to Rmb788.5m on higher revenue despite lower gross margin due to the higher cost of production.

What’s New

·                  We met up with the management of China Minzhong Food (CMZ) recently for an operational update. 

·                  In the cultivation business, we expect revenue to grow 18.9% yoy in FY13, driven by an improvement in yield as its farmland matures over the next two years. Although this is significantly lower than the growth in FY12, it is expected as the group did not add any new agricultural farmland for the year. In FY12, revenue for this segment jumped 64.5% yoy as the group enjoyed full-year contribution from the doubling of the farmland in FY11.

·                  In industrial farming, the group now produces an average of 28 tonnes of king oyster mushrooms per day. With an ASP of Rmb12/kg, this segment can contribute Rmb125m in revenue, or 4.0% of FY13’s total revenue.  CMZ has recently incorporated a wholly-owned subsidiary in  Jiangsu,China, which owns a 100-mu site for  industrial farming.  Discussions on expansion plans are still ongoing but we expect revenue contribution from this subsidiary in FY14. 

·                  On the processed food segment, we expect a revenue growth of 30% yoy this year, driven by an increase in production from the new industrial park. The industrial park will have three times the current capacity and CMZ will slowly ramp up production capacity over the next two years. However, we expect gross margins to be compressed in FY13/14 as the group will only reap economies of scale upon full utilisation but meanwhile have to incur overheads and depreciation expenses in the initial phase.

·                  CMZ has also diversified into other markets for processed food, such as  Japan  and  Taiwan, to mitigate the higher credit risks from European clients. Although this will benefit the group’s financials in the longer term, we expect lower average selling prices and a compression in margins inevitably to gain market share. 

Share price catalysts

·                  Management has been authorised to carry out share buyback of up to 10% of issued capital. Although the group has yet to initiate the share buybacks, any smallest purchase from the open market would represent management’s confidence on the company’s prospects. 

UOB Kay Hian 

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09-Jan-2013 17:19 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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x 0 		AUSGROUP ANNOUNCES AU$17 MILLION IN PROJECT AWARDS



http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_F5AC07E4AD98369648257AEC002F6447/$file/AusGroup_SGX_Media_Release_MAS_scaffolding_contracts_09012013.pdf?openelement
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09-Jan-2013 15:50 Midas   /   Midas       Go to Message
x 0
x 0 		Get ready for an incredible journey.
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09-Jan-2013 15:47 Vard   /   STXOSV       Go to Message
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x 0 		This is no important news to me. My view still holds.

InvestNotTrade      ( Date: 09-Jan-2013 15:16) Posted:

Yup OZ offloaded 0.42% of their share ytd... doesnt sound good to me.. Peter Pan got advice?

KissBullnBear      ( Date: 09-Jan-2013 15:01) Posted:



seems like OZ sold 11.68% but why:

" ..had agreed to ACQUIRE blah blah SOP shares, representing approx 11.68%.."  

Essentially they sell only 0.42%?

Is my english bad or is the notice contradicting Smiley 


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09-Jan-2013 15:32 Midas   /   Midas       Go to Message
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x 0 		The train is now travelling through no-man's land.
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09-Jan-2013 15:18 Ezra   /   Ezra       Go to Message
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x 0 		Enjoy...
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09-Jan-2013 15:16 Vard   /   STXOSV       Go to Message
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x 0 		This is a perfect set-up.
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09-Jan-2013 15:09 Vard   /   STXOSV       Go to Message
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x 0 		You really think so?

zacaroo      ( Date: 09-Jan-2013 15:07) Posted:

going down??
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09-Jan-2013 15:05 Vard   /   STXOSV       Go to Message
x 0
x 0 		Strong reversal coming.
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