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22-Apr-2010 15:30

COSCO SHP SG / CoscoCorp

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BDI is upsidng...

tradersgx ( Date: 22-Apr-2010 13:25) Posted:

Cosco, NOL....

tradersgx ( Date: 22-Apr-2010 13:23) Posted:

sgxinvestor Member	21-Apr-2010 14:29 About sgxinvestor Contact Quote!
x 2 x 0 Alert Admin	Hooray, Shippings and Transportation are the next Top picks! YZJ Cheoooong arh! See below Dow Theory: One of the most important principles of Dow theory --> is that the movement of the Industrial Average and the Transportation Average should always be considered together.
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22-Apr-2010 13:25

COSCO SHP SG / CoscoCorp

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Cosco, NOL....

tradersgx ( Date: 22-Apr-2010 13:23) Posted:

sgxinvestor Member	21-Apr-2010 14:29 About sgxinvestor Contact Quote!
x 2 x 0 Alert Admin	Hooray, Shippings and Transportation are the next Top picks! YZJ Cheoooong arh! See below Dow Theory: One of the most important principles of Dow theory --> is that the movement of the Industrial Average and the Transportation Average should always be considered together.
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22-Apr-2010 13:23

COSCO SHP SG / CoscoCorp

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sgxinvestor Member	21-Apr-2010 14:29 About sgxinvestor Contact Quote!
x 2 x 0 Alert Admin	Hooray, Shippings and Transportation are the next Top picks! YZJ Cheoooong arh! See below Dow Theory: One of the most important principles of Dow theory --> is that the movement of the Industrial Average and the Transportation Average should always be considered together.
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21-Apr-2010 14:50

YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang

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Cosco, NOL, YZJ

sgxinvestor ( Date: 21-Apr-2010 14:29) Posted:

Hooray, Shippings and Transportation are the next Top picks! YZJ Cheoooong arh!

See below Dow Theory:

One of the most important principles of Dow theory

--> is that the movement of the Industrial Average and
the Transportation Average should always be considered
together.

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21-Apr-2010 01:38

YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang

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WooOOW! ( ^.^ )( ^.^ )( ^.^ )

http ://news.cens.com/cens/html/en/news/news_inner_32119.html

racketgames ( Date: 20-Apr-2010 23:07) Posted:

Yangzijiang Shipbuilding to Launch Secondary Listing on TWSE

Taipei, April 20, 2010 (CENS)--With Taiwan`s TDRs (Taiwan depository receipts) quickly rising in the Asian capital market, the China-based Yangzijiang Shipbuilding (Holdings) and Japan-based DRAM (dynamic random access memory) chipmaker Elpida have expressed interest to apply to launch TDRs on the Taiwan Stock Exchange (TWSE). Yangzijiang, listed on the Singapore Stock Exchange, will soon submit applications to Taiwan authorities.

The listing of Yangzijiang TDRs will be enormously meaningful to Taiwan`s TDR market as Yangzijing a leading shipbuilder in China, and the TWSE has no 100% China-capitalized firm.

Yangzijiang Shipbuilding was incorporated in Singapore on December 21, 2005 under the name of Yangzijiang Shipbuilding (Holdings) Pte. Ltd., producing a broad range of commercial vessels including mini bulk carriers, bulk carriers, multi-purpose cargo vessels, containerships, chemical tankers, offshore supply vessels, rescue and salvage vessels and lifting vessels.

The company has a new shipyard currently under construction, located within the Jiangyin Economic Development District in Jiangjiang city in the Jiangsu province. Upon completion, the new shipyard will have 1,200 meters of deep-water coastlines suitable for construction and mooring of vessels of up to 300,000 DWT (deadweight tonnage).

Yangzijiang scored 554 million renminbi in earnings, up 28% year-on-year, on sales of 2.6 billion renminbi in the third quarter of 2009. It is expected the company will see earnings hit an all-time high of 2.3 billion renminbi in 2009, up 45% year-on-year.

In addition to listing TDRs on the TWSE, Yangzijiang is considering to form strategic cooperation with Taiwan`s shipbuilder and shippers to further drive development of relevant industries across the Taiwan Strait.

So is this good for stock tmr?? Anyone care to comment?

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21-Apr-2010 01:01

Seatrium / Sembmarine

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Singapore
Daily Focus

DBS Group Research . Equity 19 April 2010

Stock Picks – Large Cap     Price ($)16/4/2010     Target Price($)        Rcmd
Cosco Corporation                   1.77                        1.80                   Buy
F & N                                          4.89                        5.48                   Buy
SembCorp Marine                     4.42                        5.60                   Buy
SPH                                             4.07                         4.42                  Buy
SATS                                          2.90                         3.20                  Buy

sgxinvestor ( Date: 14-Mar-2010 16:59) Posted:

6 analyst recommendations, "fei zhu rou" average Target Price is $4.56 now. Meaty Meaty Yummy Yummy!

12 March 2010    BNP Paribas; which has a “buy” call with $4.51 target.
                             "We think SembMarine has an advantage to win the subsequent conversion job, estimated at $300 million–$500 million."

12 March 2010    Deutsche Bank; which has “buy” call with $4.90 target; Orderbook quotes suggest stock may hold above $4.
                             “This contract win is positive in our view as it reinforces SembMarine’s established working relationship with Petrobras.”

12 March 2010    DMG; has downgraded Sembcorp Marine “sell” as stock has breached its $3.51 target price

5Mar2010            OCBC Research; Sembcorp Marine [BUY, FV: S$4.58]; Orderbook quotes suggest minimal upside beyond $4.

9Mar10                CITI; just raised TP to $4.60; Keeps “buy” call.
                             "We believe (the stock) has room to re-rate."

23 Feb 2010         DBS Research; Sembcorp Marine; Upgrade target price to S$5.25. Maintain BUY
                              "Expect order win catalysts, as SMM guides for S$3b new orders in 2010 (ex-Petrobras)."

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20-Apr-2010 13:30

YZJ Shipbldg SGD / Cruising with the ship ..Yangzijiang

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Written by Bloomberg
Monday, 19 April 2010

DMG & Partners Securities Pte raised its share-price forecast to $1.80
from $1.48 and maintained its “buy” rating, saying the acquisition of PPL
Holdings, which owns a 15% stake in a Singapore-based oil rig builder,
will help boost earnings.

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20-Apr-2010 09:16

Hong Leong Asia / Hong Leong Asia

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Let's try to cross up $5.00..

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19-Apr-2010 17:48

COSCO SHP SG / CoscoCorp

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Date & Time of Broadcast 19-Apr-2010 17:18:27

>> PART I

1. Date of notice to issuer * 19-04-2010

2. Name of Director * Lee Fook Choy

>> PART II

1. Date of change of Interest 15-04-2010

2. Name of Registered Holder Lee Fook Choy/ Central Provident Fund Board

3. Circumstance(s) giving rise to the interest or change in interest Open Market Purchase

# Please specify details

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	823,000
As a percentage of issued share capital	0.037 %

No. of Shares which are subject of this notice	563,000
As a percentage of issued share capital	0.025 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 1.75

No. of Shares held after the change	1,386,000
As a percentage of issued share capital	0.062 %

tradersgx ( Date: 19-Apr-2010 17:38) Posted:

Date & Time of Broadcast	19-Apr-2010 17:20:42
Announcement No.	00052

>> PART I

1. Date of notice to issuer * 19-04-2010

2. Name of Director * Lee Fook Choy

3.	Please tick one or more appropriate box(es): *
	Notice of a Director's (including a director who is a substantial shareholder) Interest and Change in Interest. [Please complete Part II and IV]

>> PART II

1. Date of change of Interest 16-04-2010

2. Name of Registered Holder Lee Fook Choy

3. Circumstance(s) giving rise to the interest or change in interest Open Market Purchase

# Please specify details

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	1,252,000
As a percentage of issued share capital	0.056 %

No. of Shares which are subject of this notice	114,000
As a percentage of issued share capital	0.005 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 1.75

No. of Shares held after the change	1,366,000
As a percentage of issued share capital	0.061 %

tradersgx ( Date: 19-Apr-2010 15:40) Posted:

It's pretty likely...... (^.^ )

15:27:29 1.780 1,000,000 Buy Up

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19-Apr-2010 17:38

COSCO SHP SG / CoscoCorp

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Date & Time of Broadcast	19-Apr-2010 17:20:42
Announcement No.	00052

>> PART I

1. Date of notice to issuer * 19-04-2010

2. Name of Director * Lee Fook Choy

3.	Please tick one or more appropriate box(es): *
	Notice of a Director's (including a director who is a substantial shareholder) Interest and Change in Interest. [Please complete Part II and IV]

>> PART II

1. Date of change of Interest 16-04-2010

2. Name of Registered Holder Lee Fook Choy

3. Circumstance(s) giving rise to the interest or change in interest Open Market Purchase

# Please specify details

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	1,252,000
As a percentage of issued share capital	0.056 %

No. of Shares which are subject of this notice	114,000
As a percentage of issued share capital	0.005 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 1.75

No. of Shares held after the change	1,366,000
As a percentage of issued share capital	0.061 %

tradersgx ( Date: 19-Apr-2010 15:40) Posted:

It's pretty likely...... (^.^ )

15:27:29 1.780 1,000,000 Buy Up

pharoah88 ( Date: 19-Apr-2010 15:05) Posted:

TEMASEK cOllecting slOwly Up tO 10% hOlding

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19-Apr-2010 15:40

COSCO SHP SG / CoscoCorp

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It's pretty likely...... (^.^ )

15:27:29 1.780 1,000,000 Buy Up

pharoah88 ( Date: 19-Apr-2010 15:05) Posted:

TEMASEK cOllecting slOwly Up tO 10% hOlding ?

tradersgx ( Date: 19-Apr-2010 15:01) Posted:

Wooow! BBs are here... (^.^ )

12:28:13   1.820   2,000,000   Buy Up
12:26:19   1.810   1,490,000   Buy Up
10:50:27   1.820     921,000   Buy Up
10:47:20   1.800   1,093,000   Buy Up
10:46:45   1.790   1,384,000   Buy Up
10:40:14   1.770   1,000,000   Buy Up

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19-Apr-2010 15:01

COSCO SHP SG / CoscoCorp

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Wooow! BBs are here... (^.^ )

pharoah88 ( Date: 19-Apr-2010 14:06) Posted:

Another 30% of COSCO Holding was transferred by TEMASEK to SEMBMARINE.

nOw SEMBMARINE holds 30% of COSCO.

Please include this 30% because TEMASEK owns SEMBMARINE.

sgxinvestor ( Date: 19-Apr-2010 13:55) Posted:

Below is my estimation for Cosco's price, it may back to $7.90 in 2011!

Reason: Temasek will ensure their investment back to $894.9mln. JMV.

2011F      S.Price: $7.90    Value: $894.9 mln   113,273,713 shares    5.0586% Stake

2010F      S.Price: $4.58    Value: $518.8 mln   113,273,713 shares    5.0586% Stake

2009A      S.Price: $1.25   Value: $139.8 mln   111,873,713 shares    4.9960% Stake

2008A      S.Price: $4.58   Value: $512.4 mln   111,873,713 shares    4.9960% Stake

2007A      S.Price: $7.90   Value: $883.8 mln   111,873,713 shares    4.9960% Stake

2006A      S.Price: $2.30   Value: $257.3 mln   111,873,713 shares    4.9960% Stake

2005A      S.Price: $1.08   Value: $120.8 mln   111,873,713 shares    4.9960% Stake

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19-Apr-2010 09:35

Tiger Airways Rg / TigerAir

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Tiger Air to launch new flights from Avalon Airport in Victoria

Written by The Edge
Monday, 19 April 2010 08:42


Melbourne-based Tiger Airways Australia Pty Ltd, the fully-owned subsidiary of
Tiger Airways Holdings, today announced its third base for Australia and new
flights to operate from Avalon Airport in Victoria later this year.

At the same time, Avalon Airport announces a multi-million-dollar expansion of
its facilities to cater for more flights with today’s announcement that Tiger
Airways will fly from the airport later this year.

The new base at Avalon Airport will complement existing services at Melbourne’s
Tullamarine Airport and allow Tiger Airways to further increase its fleet in
Australia. The two new A320 aircraft which will be based at Avalon Airport will
increase the number of Tiger Airways aircraft in Australia to 11.

Tiger Airways Australia Managing Director, Shelley Roberts, said that the
opportunity to operate Tiger Airways flights from Avalon Airport was a major
win for the growing airline, increasing opportunities for Australian travellers.

Linfox Airports Executive Chairman David Fox said the arrival of Tiger Airways
was the most significant announcement for Avalon Airport since passenger
services began at the airport in June 2004.

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19-Apr-2010 04:56

COSCO SHP SG / CoscoCorp

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During the good year Cosco was surged as high as $7.90 (29 Oct'2007), Temasek sees Cosoc's
potentials in the near future and vested as a substantial shareholder (more than 5% stake),
Petronras' deal (US$3 billion of the US$10 billion loan must be used to buy machinery and equipment
produced in China) is a great start. ('.' )

The Edge Singapore 417
The Week of April 19-25, 2010

Page 10

Cosco's comeback hinges on repeat orders

CLSA says: "According to media reports, another condition attached to the loan was that
US$3 billion of the US$10 billion loan must be used to buy machinery and equipment
produced in China. Fresh reports suggest that Petrobras is in fresh talks with CDB
(China Development Bank) for second US$10 billion loan, which should be a further positive
for Chinese companies, should the deal come through.".........

CLSA reckons that Cosco is a key contender for Petrobras' ongoing tender for 28 rigs and
Cosco could win as many as four orders......

CLSA says Cosco could be worth as much as $2.

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16-Apr-2010 12:32

COSCO SHP SG / CoscoCorp

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Date & Time of Broadcast	14-Apr-2010 17:25:31
Announcement No.	00107

>> PART I

1. Date of notice to issuer * 13-04-2010

2. Name of Substantial Shareholder * Temasek Holdings (Private) Limited ("Temasek")

>> PART II

1. Date of change of Interest 09-04-2010

2. Name of Registered Holder 1. DBS Nominees Pte Ltd 2. Sembcorp Marine Ltd, SCM Investment Holdings Pte Ltd, SembMarine Investmnet Pte Ltd

3. Circumstance(s) giving rise to the interest or change in interest # Others

# Please specify details

Please refer to the Appendix A.

4. Information relating to shares held in the name of the Registered Holder

No. of Shares held before the change	111,873,713
As a percentage of issued share capital	4.9960 %

No. of Shares which are subject of this notice	1,400,000
As a percentage of issued share capital	0.0625 %

Amount of consideration (excluding brokerage and stamp duties) per share paid or received 1.4571

No. of Shares held after the change	113,273,713
As a percentage of issued share capital	5.0586 %

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16-Apr-2010 11:46

COSCO SHP SG / CoscoCorp

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TGIF! Friday is buying day.. my usual routine.. vested some here.

pharoah88 ( Date: 16-Apr-2010 09:58) Posted:

TGiF EffEct

Thank gOd it's Friday

dOn't bE fOOlEd

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14-Apr-2010 16:55

Hong Leong Asia / Hong Leong Asia

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WoooW!

Hong Leong Asia target price raised to $5.67 by DBS Vickers

14 April 2010

DBS Vickers has raised Hong Leong Asia (H22.SG) target price to $5.67 from $4.36, based on sum-of-parts valuation, after increasing P/E peg for China unit Yuchai to 16x FY10 earnings from 6x to align with peer average.

DBS Vickers says Yuchai, which makes diesel engines, poised to benefit from China’s booming auto sales, but notes unit undervalued by market despite its dominant market position, strong earnings prospects.

“Improved transparency and corporate governance will raise Yuchai's valuation towards the industry's average and add value to Hong Leong Asia shareholders,” says the broker who is keeping its “buy call.

pharoah88 ( Date: 06-Apr-2010 11:15) Posted:

TP S$10.00

yipyip ( Date: 03-Apr-2010 20:07) Posted:

6 mths TP is $6 ! Hahaha

(H) If XinFei dual listing in HK.
(L) HLA Increase of Shareholding in China Yuchai International Limited, now is 27.5% stake
(A) Government subsidy programs in China initiated end-2008, and with these extended to 2010,
further traction at (China units) Xinfei and Yuchai.

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14-Apr-2010 11:57

Tiger Airways Rg / TigerAir

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meow meow!

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14-Apr-2010 11:55

Seatrium / Sembmarine

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*ST Index

3,000.9

+29.3

WooooooW!

sgxinvestor ( Date: 14-Apr-2010 11:45) Posted:

FeiZhuRou cheoooooong arh! Up Up Up go to break out STI 3000!!

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14-Apr-2010 11:52

Seatrium / Sembmarine

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SembMar Cheooong Arrrrr!

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