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Latest Posts By ozone2002 - Supreme      About ozone2002
First   < Newer   41-60 of 7452   Older>   Last  

13-Nov-2013 09:29 Kori   /   Competitor of Yongnam       Go to Message
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x 0 		Last:0.505     Vol:90k -
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12-Nov-2013 14:36 IPC Corp   /   Solid NTA 27c       Go to Message
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Last:0.156     Vol:229k     +0.003

buy low 15c and sell above 16+

exposure to japan abenomics

ozone2002      ( Date: 01-Oct-2013 09:39) Posted:



Japan business confidence hits more than five-year high: survey

IPC now below 16c.. will take some positions..

gd luck dyodd
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12-Nov-2013 11:52 Federal Int   /   Federal       Go to Message
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  Last:0.026     Vol:1787k -

interests today as well
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12-Nov-2013 09:51 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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x 0 		Last:0.135     Vol:31337k     +0.01  up 8%

ozone2002      ( Date: 12-Nov-2013 09:37) Posted:



Last:0.133     Vol:15366k     +0.008

should move to the last resistance level of 15.3

ozone2002      ( Date: 12-Nov-2013 09:28) Posted:



Last:0.132      Vol:13600k     +0.007

breaking out from consolidation, likely to be the next run u
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12-Nov-2013 09:49 Vard   /   Vard Holdings       Go to Message
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Last:0.85     Vol:1075k     +0.02

yup back to make $$.. spend a lot during holiday :)

GorgeousOng      ( Date: 12-Nov-2013 09:47) Posted:


Hey,
You come back oredi!!!
Don't forget my baby Ezion n Kreuz
Welcome home ...SJ!!

Cheers!!!


ozone2002      ( Date: 12-Nov-2013 08:26) Posted:

looking promising on their orderbook wins, time to relook at Vard.
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12-Nov-2013 09:37 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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Last:0.133     Vol:15366k     +0.008

should move to the last resistance level of 15.3

ozone2002      ( Date: 12-Nov-2013 09:28) Posted:



Last:0.132      Vol:13600k     +0.007

breaking out from consolidation, likely to be the next run up

ozone2002      ( Date: 11-Nov-2013 09:59) Posted:

consolidating after a big run up.. likely to move upwards once consolidation period is over..
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12-Nov-2013 09:28 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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x 0

Last:0.132      Vol:13600k     +0.007

breaking out from consolidation, likely to be the next run up

ozone2002      ( Date: 11-Nov-2013 09:59) Posted:

consolidating after a big run up.. likely to move upwards once consolidation period is over..
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12-Nov-2013 09:06 Silverlake Axis   /   What is your take on this counter? Can buy?       Go to Message
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superb results from a superb company..profit up 29%

S/NCompany NameQ/HY/FYCurrency, UnitsRevenueNet Profit
CurrentPreviousChange (%)CurrentPreviousChange (%)
7Silverlake Axis1QRM$mn 101.4 80.1 27 51.2 39.5 29
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12-Nov-2013 08:26 Vard   /   Vard Holdings       Go to Message
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x 0 		looking promising on their orderbook wins, time to relook at Vard.
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11-Nov-2013 16:51 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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Last:0.194     Vol:57k     +0.003

Time for Mushrooms to start sprouting?
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11-Nov-2013 16:00 Federal Int   /   Federal       Go to Message
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Last:0.026     Vol:4728k     +0.001

volume rising slowly but surely

ozone2002      ( Date: 11-Nov-2013 09:57) Posted:



Last:0.026     Vol:3645k     +0.001

volume increasing

ozone2002      ( Date: 11-Nov-2013 09:14) Posted:



Last:0.026     Vol:2148k     +0.001

activity today..hope investors realise this fallen angel's potential
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11-Nov-2013 11:02 Kori   /   Competitor of Yongnam       Go to Message
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fundamentally better than yongnam as iteriated in the earlier post.. gd luck DYODD

Last:0.495     Vol:2553k     +0.005

Time: 9:48AM
Exchange: SGX
Stock: Kori(5VC)
Signal: Resistance - Breakout with High Volume

ozone2002      ( Date: 29-Jul-2013 09:42) Posted:



moving up after recommending this over yongnam last week :)

gd luck dyodd

Last:0.46     Vol:3917k     +0.015

ozone2002      ( Date: 26-Jul-2013 14:35) Posted:



any insights on this? saw a UOB analyst report, seems like it's biz is much better than yongnam

 


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11-Nov-2013 09:59 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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x 0 		consolidating after a big run up.. likely to move upwards once consolidation period is over..
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11-Nov-2013 09:57 Federal Int   /   Federal       Go to Message
x 0
x 0

Last:0.026     Vol:3645k     +0.001

volume increasing

ozone2002      ( Date: 11-Nov-2013 09:14) Posted:



Last:0.026     Vol:2148k     +0.001

activity today..hope investors realise this fallen angel's potential
Good Post  Bad Post 
11-Nov-2013 09:14 Federal Int   /   Federal       Go to Message
x 0
x 0

Last:0.026     Vol:2148k     +0.001

activity today..hope investors realise this fallen angel's potential
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07-Nov-2013 16:59 Silverlake Axis   /   What is your take on this counter? Can buy?       Go to Message
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Last:0.855     Vol:5296k     +0.045

superb stock as highlighted before in May.. already hit DBS's TP

ozone2002      ( Date: 13-May-2013 13:44) Posted:

This company has very good business returns, one of the highest i've seen so far listed on SGX.. PE kinda high now  18x FY14F, waiting for dip to go into this..gd luck dyodd 

Organic growth + acquisitions (DBS)

? 9M12 earnings of RM 136m (+17%) were in line

?

back of recent acquisition and project pipelineFY13F/14F/15F EPS raised 6%/14%/19% on the

?

returns over the next one yearBUY, TP raised to S$0.80 offering 14% potential

9M13 earnings comprised 72% of our full year forecast

Gross margins stood at 62.6% versus 51.6% in FY12 due to

lower hardware sales and rise in higher margin software

licensing & maintenance revenue..

Acquisitions and new projects lead to revisions.

an 80% stake in Malaysian IT company, Merimen Group, in

April 2013 for RM45m-52m, depending on the net profit

range of RM7m-12m in FY14F. Merimen provides cloud

computing platforms for insurance companies and has a

leading position in Singapore, Malaysia and a growing

presence in Indonesia, the Philippines. Meanwhile, SILV is

bidding for various Islamic banking projects in Middle East,

Indonesia and Malaysia, which could add to its order book of

RM350m (excluding hardware & maintenance)SILV acquired

Organic and acquisition driven growth.

to register double-digit growth as ~50% of banks in ASEAN

plan to migrate from legacy core banking solutions to

packaged solutions over the next 2-5 years. SILV generates

excess cash of RM40-50m after paying dividends each year,

which could be used to make earnings-accretive acquisitions.SILV should continue

Peers trade at an average 12-month forward PE of 17.6x.

SILV?s peers are Infosys, TCS, SAP, Fiserv, Temenos and Oracle

financial services. With a rising proportion of recurring

income, we peg our target PE to ~18x FY14F earnings (from

16x) to derive a higher TP of S$0.80. SILV is bidding for a

core banking project of a major Malaysian bank, which if

secured could lead to upside for FY14F earnings.
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07-Nov-2013 16:27 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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Last:0.128      Vol:60827k     -0.01

killing the contra players who bought high

ozone2002      ( Date: 07-Nov-2013 09:07) Posted:



off to a low volume start.. interests dwindling..

sold off 14c.. wait for consolidation to re-enter..

 

ozone2002      ( Date: 06-Nov-2013 17:05) Posted:



lousy closing @ 14c.. time to get out 1st thing tomorrow..

 


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07-Nov-2013 13:05 Viking Offshore   /   VIKING OFFSHORE AND MARINE LTD       Go to Message
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buy low sell high.. basic rule of stocks

unfortunately, when the stocks are flying high and emotions start to get the better of oneself, they

forget this basic rule.. and thus mismanage and get badly burnt..
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07-Nov-2013 13:00 Yoma Strategic   /   YOMA       Go to Message
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DBS analyst still recommending a 82x PE stock.. even if u account for 2014 forecast revenue recognition it's 60x.. doesn't look like a value investment.. a pure speculative play..

Price Target : S$ 1.02

Analyst

TAN Ai Teng +65 6398 7967

AiTeng@dbsvickers.com

Result Summary

FY Mar (S$ m) 2Q

2014

2Q

2013

1Q

2014

yoy chg qoq chg

P& L Items

Turnover 27.0 11.6 15.2 132.4 77.4

Gross Profit 12.1 5.5 6.0 121.2 102.7

Opg Profit 6.2 1.7 2.1 274.4 198.2

EBITDA 6.1 1.8 2.0 236.8 200.1

Net Profit 3.3 (4.1) 0.4 nm 696.2

Other Data

Gross Margin (%) 44.9 47.2 39.3

Opg Margin (%) 22.9 14.2 13.6

Net Margin (%) 12.4 (35.4) 2.8

Financial Summary

FY Mar (S$ m) 2012A 2013A 2014F 2015F

Turnover 39 60 99 141

Operating Profit 6 12 35 50

EBITDA 8 13 29 43

Net Pft (Pre Ex.) 6 11 15 23

EPS (S cts) 1.1 1.3 1.3 2.0

EPS Pre Ex. (S cts) 1.1 0.9 1.3 2.0

EPS Gth (%) 117 10 3 53

EPS Gth Pre Ex (%) 142 (17) 37 53

PE Pre Ex. (X) 68.1 82.3 60.2 39.4

EV/EBITDA (X) 50.9 64.2 31.7 17.8

Net Div Yield (%) 0.6 0.6 0.6 0.6

P/Book Value (X) 3.0 2.5 2.4 2.3

Net Debt/Equity (X) CASH CASH CASH CASH

ROAE (%) 4.5 5.9 4.1 6.0

At A Glance

Issued Capital (m shrs) 1,157

Mkt. Cap (S$m/US$m) 903 / 726

Avg. Daily Vol.(?000) 8,408

Price Relative

58

258

458

658

858

1058

1258

0.0

0.2

0.4

0.6

0.8

1.0

Nov-09 Nov-10 Nov-11 Nov-12 Nov-13

S$ Relative Index

Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)

Source: Company, DBS Vickers

DBS Group Research . Equity 7 Nov 2013

Singapore Result Snapshot

Yoma Strategic Holdings

Bloomberg: YOMA SP EQUITY | Reuters: YOMA.SI Refer to important disclosures at the end of this report

Strong results, positive outlook

?

sales and pick up in construction2Q14 earnings slightly ahead, driven by brisk property

?

progressStar City is still the bright spot as Landmark awaits

? Maintain BUY and S$1.02 TP

Highlights

Net profit of S$3.3m was slightly ahead

S$4.1m in 2Q13 and net profit of S$0.4m in 1Q14. Excluding S$0.8m

of forex losses, core profit would have been S$4m vs our S$3.2m

estimate. Revenue surged 132% y-o-y and 77% q-o-q to S$27m., compared to net loss of

Property sales remains brisk, construction picks up pace.

reported S$15.1m of Land Development Rrights for block B2 and B5 in

Star City and S$2.25m incentive fees for meeting the sales target of

block B1. In 2Q14, Yoma sold 10 units in blocks A3 and A4. Together

with Zone B sales for the LDR investor, we estimated Yoma sold c.265

units this quarter, up from 174 units in 1Q14. ASP was stable at

US$150 psf. Meanwhile, construction pace has improved markedly as

Yoma recognised S$4m from sale of development properties in just

this quarter compared to a total of S$7.2m recognised in previous

periods.Yoma

Staff costs continued to expand

increase in staff strength to meet business expansion.to S$2.4m from S$0.8m due to

Our View

Star City continues to shine

so far, we expect Yoma to sell LDRs of the two remaining blocks soon.

The company would also receive more incentive fees accordingly.

Furthermore, Yoma has c.S$49m of unrecognized revenue in Star City

to be recognised over the next 15-21months as construction

progresses.. Given the strong take up rate of Zone B

Landmark still awaiting green light.

new 70 years Master Lease for Landmark, development on the ground

appears active. Yoma recently inked a MOU with Mitsubishi Group to

invest and jointly develop Landmark. This is Yoma's second tie-up with

an established corporation, after an earlier agreement with The

Hongkong and Shanghai Hotels Limited (HSH) to develop a Peninsula

hotel in Yangon. We believe the completion of this purchase would

accelerate development and unveil more opportunities for Landmark.Despite the delay in securing a

Maintain Buy, TP unchanged at S$1.02

quarter with improvement in property sales and construction. We

expect Star City to continue to provide earnings visibility and growth

while the Landmark project remains a wildcard.. This is overall a good

ozone2002      ( Date: 07-Nov-2013 10:35) Posted:

Results Looking better..however still very high PE.. how to justify as a value investment?

Yoma Strategic Holdings recorded S$3.3m net profit for

2Q14, from a loss in 2Q13, on the back of a 132.4%

increase in revenue to S$27.0m. Revenue growth was

driven by continued strong performance of the Real Estate

Division. More updates to follow.
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07-Nov-2013 11:45 Yanlord Land   /   Lord of China Prop       Go to Message
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x 0 		Time: 11:26AM
Exchange: SGX
Stock: Yanlord(Z25)
Signal: Bullish MACD Centerline Crossover
Last Done: $1.245
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