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Latest Posts By Peter_Pan - Supreme      About Peter_Pan
First   < Newer   3901-3920 of 4497   Older>   Last  

09-Jan-2013 14:59 China Minzhong   /   China Minzhong Food forum       Go to Message
x 0
x 0 		Don't miss the cny wet-market woh...
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09-Jan-2013 14:54 Vard   /   STXOSV       Go to Message
x 0
x 0 		Hold on to your pants.
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09-Jan-2013 14:29 Vard   /   STXOSV       Go to Message
x 0
x 0 		Goldman is buying.
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09-Jan-2013 14:09 Swiber   /   Swiber       Go to Message
x 0
x 0 		I'm not sifu lah. Both are still good for entry at current levels. But you must ask yourself, are you able to stomach the retracement, if any.

windatoz      ( Date: 09-Jan-2013 13:49) Posted:



Thank you sifu, followed your Swiber  call, still holding on.

Sold my ChinaMZ & Midas too fast, could you advise idea price for both entry again.

Thanks again!!!

 

 

 

Peter_Pan      ( Date: 09-Jan-2013 13:42) Posted:



Re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.


Maybank Kim Eng
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09-Jan-2013 13:57 Midas   /   Midas       Go to Message
x 0
x 0 		Chart analysis suggest that this train is going for a parabolic move soon.
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09-Jan-2013 13:42 Swiber   /   Swiber       Go to Message
x 0
x 0

Re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.


Maybank Kim Eng
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09-Jan-2013 13:37 China Minzhong   /   China Minzhong Food forum       Go to Message
x 0
x 0 		UOB Kay Hian has issued a BUY call with Target Price of $1.00.
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09-Jan-2013 13:29 Midas   /   Midas       Go to Message
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x 0

OCBC Investment Research raised its target price for Midas Holdings, which supplies components for railway projects, to $0.60 from $0.50 and kept its ‘buy’ rating, citing expectations of more high-speed rail contract wins.

As of 10:43 a.m., Midas Holdings shares were up 3.2% at $0.485, and have gained 14.3% since the start of the year, compared to a 1.8% rise in the FTSE ST All Share Index.

OCBC expects China’s railway investments to form a large part of the country’s overall infrastructure spending, and cited Xinhua news agency as saying about 600-650 billion yuan of railway investments will be made this year.

“We believe that China’s Ministry of Railways could resume high-speed passenger train car contract tenders in the first quarter,” said OCBC, which is expected to translate into order wins for Midas.

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09-Jan-2013 13:26 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
x 0
x 0 		Good that they are implementing this.
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09-Jan-2013 13:11 Midas   /   Midas       Go to Message
x 0
x 0 		The next gap to cover will be towards 0.525 which is highly likely. My target is 0.55-0.60 within these two months. 
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09-Jan-2013 12:21 China Minzhong   /   China Minzhong Food forum       Go to Message
x 0
x 0 		Riding the China Wave. Share Buy-Back.
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09-Jan-2013 12:14 Swiber   /   Swiber       Go to Message
x 0
x 0 		Enjoy...

GorgeousOng      ( Date: 07-Jan-2013 15:19) Posted:



Thank you very much!

Peter_Pan      ( Date: 07-Jan-2013 15:15) Posted:

Nope
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09-Jan-2013 12:09 Midas   /   Midas       Go to Message
x 0
x 0 		You're welcome. Thanks.

GorgeousOng      ( Date: 09-Jan-2013 12:06) Posted:

Ya, i am enjoying lel!Many thanks Sir, I salute you!My appreciation to you   .... here you go....a can of beer for your lunch!

Peter_Pan      ( Date: 09-Jan-2013 11:53) Posted:

Enjoy..
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09-Jan-2013 12:07 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
x 0
x 0 		Target price by DMG is $0.755

lllusion      ( Date: 09-Jan-2013 12:06) Posted:

I think you can try intraday trade sell and buy back to cover losses, but trade with caution, els hold it since it has a target price of 0.7 it should move after all the selling pressure ease.

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09-Jan-2013 11:57 Swiber   /   Swiber       Go to Message
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x 0
Swiber Holdings  
Healthy pipelines 
Tendering activities remain firm, Maintain Buy.   Our recent 
conversation with management indicates that offshore construction 
contracting activities remain strong. There are gushes of contracts 
coming out from Mexico (Pemex) and India (ONGC). Other promising 
areas which Swiber is bidding for projects include Indonesia, Myanmar 
and Thailand where about USD5b worth of contracts relevant to Swiber 
are available for bidding. We see potential for some of these bids to 
turn into firm contracts in 1Q13. Our FY13F contract win expectation is 
USD1.2b. Maintain Buy and TP of SGD0.82. 
May still be in the running for ONGC contract. According to 
Upstream, Swiber together with partner Larsen & Toubro (L& T) recently 
emerged as the second lowest consortium bidder to construct a 
process platform for ONGC in the Heera field. Swiber’s quote of 
USD297.9m came in slightly below the lowest bidder’s USD289.5m bid. 
Last week, ONGC awarded a separate Heera field contract to L& T in 
favour of the lowest bidder. We infer that price may not be the ultimate 
deciding factor and Swiber could still be in the running for this project. 
Increased MTN limit. On 24 Dec 2012, Swiber raised its MTN limit 
from SGD700m to SGD1.0b and expanded the program to include 
perpetual securities. We estimate that it now has about SGD480m 
available for drawdown. We believe that Swiber may need more funds 
to repurchase its sale-and-leaseback vessels. This would see cost 
savings from lower operating leases but would bring debt back onto the 
balance sheet. Previously, it has identified seven key vessels to buy 
back and has repurchased two of those. We understand that if all seven 
vessels are bought back, savings in operating leases could drive gross 
margins up from the current 15% level to above 20%.  
4Q12 to be unexciting, catalysts in contract wins and margins. We 
expect 4Q12 results to be unexciting with flat QoQ growth. However, 
we see re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.
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09-Jan-2013 11:53 Midas   /   Midas       Go to Message
x 0
x 0 		Enjoy...

GorgeousOng      ( Date: 07-Jan-2013 11:05) Posted:

In deed china bullet train!!!!!!

Peter_Pan      ( Date: 05-Jan-2013 10:04) Posted:

This train has a strong breakout of 0.44 recently, with good volume. Positioning itself for the next breakout at 0.48. Going for re-rating soon, after houses have accumulated more.
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09-Jan-2013 11:36 Straits Times Index   /   STI to cross 3000 boosted by long-term investors       Go to Message
x 0
x 0 		You are very right, sifu.

medivh      ( Date: 09-Jan-2013 11:27) Posted:

When a lot of self proclaimed sifus comes to give advice..you better be wary..lol.
  They enjoy calling each other by that title...(," )


GorgeousOng      ( Date: 09-Jan-2013 00:32) Posted:



Hahaaaaaaa  .. all  the sifusssssssssss here lor!Indeed in this forum there are few guys are very " zhun" ..always answer my questions.......many thanks to them  !!!
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09-Jan-2013 11:29 Swiber   /   Swiber       Go to Message
x 0
x 0 		You're welcome.

secinue      ( Date: 08-Jan-2013 13:00) Posted:

Thank you!

Peter_Pan      ( Date: 08-Jan-2013 12:56) Posted:

Target price around 0.82. This is a very undervalued stock
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09-Jan-2013 09:30 Golden Agri-Res   /   GoldenAgr       Go to Message
x 0
x 0 		Maybe lower?

New123      ( Date: 08-Jan-2013 23:18) Posted:

may b 63.5 or 64 to long.

Peter_Pan      ( Date: 08-Jan-2013 20:56) Posted:

Waiting to long this stock. 


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09-Jan-2013 09:22 Olam Intl   /   OLAM_OLAM       Go to Message
x 0
x 0 		UBS downgrades Olam to 'sell' from 'buy'

UBS downgraded Olam International Ltd  to 'sell' 
from 'buy' and cut its target price to S$1.33 from S$2.95, 
citing uncertainties around the cost of its Gabon project. 
Olam shares were down 0.3 percent at S$1.60 by 0100 GMT, 
around 8 percent below the level they were at before 
short-seller Muddy Waters launched an attack on the commodities 
trading company for its accounting practices and aggressive 
acquisitions. 
UBS said the World Bank now estimates the total cost of the 
Gabon project to be at $1.5 billion to $2 billion, compared with 
Olam's initial estimate of S$1.3 billion. 
" A cost overrun and project delays significantly increase 
the risk to management's target of turning free cash flow 
positive by 2015," said UBS in a note. 
The brokerage also said its bankruptcy analysis of Olam 
shows the company's financial position has deteriorated to below 
financial health levels, but remains above distress levels. 
" A number of concerns have arisen in recent months," said 
UBS, including Olam's earnings quality and growth, deteriorating 
returns on asset investment, the risk of Nigerian export credit 
write-downs, management compensation, the recent share buyback 
considering its capacity expenditure requirements and negative 
free cash flow. 
0901 (0101 GMT) 
(Reporting by Charmian Kok in Singapore Anupama Dwivedi  
charmian.kok@thomsonreuters.com) 


Keywords: MARKETS SINGAPORE STOCKSNEWS/OLAM 
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