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10-Dec-2012 07:45

Straits Times Index / STI to cross 3000 boosted by long-term investors

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STI may reach 3200 within this month.

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10-Dec-2012 07:38

Midas / Midas

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China Rebound Accelerates as Xi Confronts 8.1% Unemployment Rate

Dec. 10 (Bloomberg) -- China’s factory output and retail sales topped forecasts last month in signs that an economic recovery is accelerating, improvements that may pare a jobless rate newly estimated at almost double the official figure.

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10-Dec-2012 07:37

Straits Times Index / STI to cross 3000 boosted by long-term investors

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09-Dec-2012 23:45

Straits Times Index / STI to cross 3000 boosted by long-term investors

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BOOMZ 3%

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09-Dec-2012 23:44

Straits Times Index / STI to cross 3000 boosted by long-term investors

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STI will BOOMZ...

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09-Dec-2012 23:19

Straits Times Index / STI to cross 3000 boosted by long-term investors

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They will just spend all their funds on the stock market.

tanglinboy ( Date: 09-Dec-2012 09:28) Posted:

Looks like the Chinese are very obsessed with the coming Doomsday. I wonder what impact this date will have on the stock markets. haha

http://www.bloomberg.com/news/2012-12-04/2012-ends-and-china-tweets-doomsday.html

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09-Dec-2012 23:14

Ezion / Ezion

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Going to cheong next leg up.

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09-Dec-2012 22:35

Vard / STXOSV

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Target Price $2++

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09-Dec-2012 22:11

Midas / Midas

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Don't miss the train woh..

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09-Dec-2012 19:37

Swiber / Swiber

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Don't miss the boat woh..

FearValueGreed ( Date: 09-Dec-2012 14:46) Posted:

Dun believe this one as its heydays are over. Dividends means u just hv to see if the yield is worth the stock price to pay.

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08-Dec-2012 21:08

Straits Times Index / STI to cross 3000 boosted by long-term investors

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US and China continue to show improvements. Next leg up.

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08-Dec-2012 21:06

Ezra / Ezra

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Two economic powerhouses US and China recovering.

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08-Dec-2012 21:02

Midas / Midas

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Midas Holdings -
Regaining the Midas touch
- (OUTPERFORM - Price S$0.41 - Tgt. S$0.53 Ind Goods & Services) - CIMB

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08-Dec-2012 14:40

Swiber / Swiber

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Swiber could be due for a re-rating given its growing orderbook traction.

Early success shown in strong order wins. We have seen early successes from strong contract wins this year. Net orderbook reached a historical high of USD1.6b in 2Q12 although it has come down slightly to USD1.4b in 3Q12. 2012 has been a bountiful year for Swiber in terms of order wins, with YTD contracts secured in excess of USD1.7b, significantly higher than the USD733m secured for the preceding year. Importantly, management expects the bidding environment in 2013 to be even better than 2012. Majority of the current outstanding orderbook should be recognised within the next 2 years.

Contract wins and execution will be positive catalysts. Indications that would support our prognosis on Swiber’s prospect would first come in the form of more contract wins in 2013. Secondly, we also expect improvements in margins, which would signal that Swiber is indeed reaping greater efficiencies from the benefits of a bigger owned-fleet. These are two key signs which we believe would trigger positive stock price response.

Limited downside at current valuations, initiate with BUY. Swiber is trading at FY13F PER of only 5.8x, below its mean forward PER of 10.8x and below Singapore-listed small caps O& M peer average of 8.0x. Additionally, it is also trading at only 0.6x P/B. We see earnings growing at a CAGR of 18% for FY12-14F, from a strong string of contract wins. While concerns on gearing and funding could be overhangs, we see limited downside at current low valuations. Initiate with BUY and target price of SGD0.82, pegged at 8x peer average PER. Valuations is also supported by our RNAV valuation of its assets which yields a value of SGD1.11 per share.

Swiber to benefit from growth in Asia-Pacific region. While onshore spending would account for the largest share of total capex, offshore capex growth is expected to outpace that of onshore capex. As evident in the following chart, the Asia-Pacific region is a key source of growth for offshore spending, and is a key contributor to global offshore capex growth. The Middle East is also expected to be the main growth region in terms of total spending. Swiber’s existing presences in these regions place it in a strong position to benefit from this growth.

Sector consolidation, Swiber a potential M& A target. The industry has seen several consolidations in recent years, the more prominent being that between Subsea 7 and Acergy, Technip and Global Industries, and SapuraCrest and Kencana. The potential of Swiber being acquired or merging with another player to enhance each other’s competitiveness is entirely plausible. With its below-book valuations and funding needs, we think that Swiber makes a good case as a potential M& A target.

Maybank Kim Eng

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07-Dec-2012 22:47

Ezra / Ezra

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More buy calls on the way.

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07-Dec-2012 21:58

Straits Times Index / STI to cross 3000 boosted by long-term investors

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U.S. stock futures erased losses on Friday after a strong U.S. jobs report. European stocks jumped after the U.S. report

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07-Dec-2012 17:22

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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Fren sold and counter party is GS.

halleluyah ( Date: 07-Dec-2012 16:08) Posted:

how do u know??

Peter_Pan ( Date: 07-Dec-2012 15:29) Posted:

Foreign house collecting now.

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07-Dec-2012 17:18

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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I supposed you covered at 0.50...lol!

ace333 ( Date: 07-Dec-2012 16:15) Posted:

didnt cover yet...wait for matching...worse case cover .505 lose 1 bid nia

Peter_Pan ( Date: 07-Dec-2012 14:12) Posted:

I supposed you have covered and now went long...LOL

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07-Dec-2012 17:16

Vard / STXOSV

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Yup, it has to do exactly that.

New123 ( Date: 07-Dec-2012 16:02) Posted:

this one is strong. I think it will move up to cover the gap at 1.50 and goes higher.

srichipan has made the right prediction when he bought at 1.385 ..congrats..

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07-Dec-2012 15:56

AusGroup / AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m

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0.58 coming.

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