Latest Posts By yipyip
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| 08-Jul-2008 02:08 |
Sakari
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Straits Asia
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Singapore Hot Stocks-Straits Asia Resources up on broker upgrade Mon Jul 7, 2008 3:30am EDT SINGAPORE, July 7 (Reuters) - Straits Asia Resources (STRL.SI: Quote, Profile, Research, Stock Buzz) rose as much as 3.9 percent after Goldman Sachs upgraded the stock to "buy" from "neutral" with a target price of S$4.70. Straits Asia Resources climbed to a high of S$3.08 with almost 5 million shares changing hands. Goldman Sachs analyst Yoke Fong Chee said the stock in a recent selloff has fallen to an attractive level and offers high earnings growth potential. "Straits Asia Resources's high growth profile and inexpensive valuations also underpin our turn to a more bullish view on the stock," Yoke said in a research note. Goldman Sachs expects the company to get higher coal prices for 2009, and resource upgrades at the Jembayan coal mines, to drive share price outperformance. |
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| 08-Jul-2008 01:58 |
Li Heng Chem
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Li HENG
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Date & Time of Broadcast 13-May-2008 18:28:04 Result Highlights: 1Q08: Revenue RMB$803.7mln +11.4% Net Profit RMB$224.1mln -4.5% http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_805940B3A1D464614825744800380340/$file/Li_Heng_Results_Presentation_13May08.PDF?openelement |
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| 08-Jul-2008 01:12 |
Others
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Baltic Dry Index (BDI)
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4/Jul/08 close 8854 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 08-Jul-2008 01:03 |
Others
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Oceanus Group Limited (formerly: TR Networks Limit
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Oceanus is still making loss of -$1.79m, NAV only $0.0729. why the price can surge to this level (7/7/08 close $0.355)??? http://sg.finance.yahoo.com/q/ta?s=579.SI&t=3m&l=on&z=l&q=l&p=&a=&c= Oceanus Group Limited (formerly: TR Networks Limited) Date & Time of Broadcast 14-Feb-2008 17:46:47 UNAUDITED RESULTS FOR THE HALF YEAR ENDED 31 DECEMBER 07 http://info.sgx.com/webcorannc.nsf/01194aca08a9338d4825735f0028ee53/9a0ed084fb694705482573ef003037d8?OpenDocument |
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| 07-Jul-2008 14:03 |
Sakari
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Straits Asia
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Australia's Newcastle Coal Price Climbs to Record (Update1) By Jesse Riseborough July 7 (Bloomberg) -- Thermal coal prices at Australia's Newcastle port, a benchmark for Asia, rose 13 percent to a record for a sixth week amid reduced supplies of the fuel. The weekly index for power-station coal prices at the port in New South Wales state gained $22.69 to $194.79 a metric ton in the week ended July 4, according to the globalCOAL NEWC Index. The price has doubled since the start of the year. Australian producers, the world's largest exporters of the fuel, are switching output to semi-soft coal from thermal coal to take advantage of higher prices, reducing supply of power station coal, Mark Pervan, a senior commodity strategist with Australia and New Zealand Banking Group Ltd. in Melbourne, said today by phone. ``That is tightening the thermal coal market; you are basically taking thermal coal supplies out of the market,'' Pervan said. ``That is an additional squeeze on the market so it is no surprise we are seeing these higher prices.'' The weekly globalCOAL index is up 46 percent since the start of May. The monthly index gained 18 percent to $163.68 a ton in June, from $138.31 the previous month. http://www.bloomberg.com/apps/news?pid=20601081&sid=aRcgAZrZVGcI&refer=australia |
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| 05-Jul-2008 03:32 |
Sakari
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Straits Asia
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OCBC Research FY07 FY08F FY09F Turnover US$m 251.0 US$m 589.8 US$m 707.7 Net Profit US$m 28.6 US$m 161.6 US$m 177.5 EPS US$0.03 US$0.148 US$0.163 EPS Growth -42.6% 393.1% 9.9% PER 91.9x 18.6x 17.0x Net Div Yield 0.6% 3.2% 2.3% VS Reuters - Consensus Estimates Trend FY08F FY09F Sales SGD$m 824.25 SGD$m 1,296.15 EPS SGD$0.2219 SGD$0.4518 http://www.reuters.com/finance/stocks/estimates?symbol=STRL.SI |
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| 05-Jul-2008 00:25 |
SIA
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A380 A Great Way to Fly
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I think support line around $13.9 has formed (17/Mar/08 low $13.9), maybe short-term bullish till dividend ex-date. just my est. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 03-Jul-2008 15:38 |
Sakari
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Straits Asia
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Australian coal price to stay strong despite pullback Alex Wilson, Dow Jones Newswires | July 03, 2008 A SHARP pullback in benchmark Australian thermal coal prices is a natural correction after a recent surge, according to analysts. Market commentators also said prices in Asia were set to stay high with all the indicators pointing to ongoing tightness in the market. http://www.theaustralian.news.com.au/story/0,25197,23963477-5005200,00.html |
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| 03-Jul-2008 12:41 |
Sakari
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Straits Asia
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I think it is just a short term profit taking from the record coal price, the demand remains robust. (China relies on coal to fuel two thirds of its power plants) Fri, 16 May 2008, 11:30:28 SGT OCBC Rising oil and coal price. Recent rise in coal prices were a function of supply constraints from key coal supplying markets as well as port congestion issues, coupled with growing demand from countries such as China and India. The supply constraint issues have eased off slightly and this has allowed coal prices to pare off from the early 2008 levels. The high coal price at this stage should begin to flow into SAR revenues in FY08 and FY09. The present high price of oil could affect production cost, which in turn could result in some margin erosion. However, we had already taken this into consideration and factored in cost assumption of US$38 per ton for FY08 into our DCF valuations. Maintain BUY. We are maintaining our net profit estimate of US$161m for FY08, based on the recent significant spike in coal prices coupled with the substantial increase in production estimates. We are lowering our projected coal price from US$80 to US$68 per ton as per management guidance and maintaining cost at US$38 per ton in FY08. The drop in selling price offsets the revenue gain from the increase in production estimate, hence we are maintaining our BUY rating and target price of S$4.80. |
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| 03-Jul-2008 12:38 |
Others
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PALM OIL STOCKS
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Last Updated: July 03 2008 12:21:06 PM
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| 03-Jul-2008 10:55 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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TA from OCBC 3 Jul'08: The downwards trending MACD indicates that the underlying sentiment is still negative. Hence we expect the rebound to be short-lived and after which the downtrend would resume, retesting the support at S$0.78 and subsequently heading for the support at S$0.62. |
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| 03-Jul-2008 10:37 |
SIA
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A380 A Great Way to Fly
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Can it form the support of $13.9x? (17Mar08: close $14.14, low 13.90) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 03-Jul-2008 10:02 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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01 July 2008 Rio Tinto announces further iron ore price settlementsRio Tinto announces that it has reached agreement with all of its customers in Asia for iron ore deliveries from Hamersley Iron, Robe River and Hope Downs for the contract year commencing 1 April 2008. The new settlements are in line with Hamersley Iron's Baosteel settlement, which saw lump prices increase by 96.5% and fines prices increase by 79.88%. http://www.riotinto.com/media/5157_7886.asp 23 June 2008 Rio Tinto announces 2008 iron ore price settlementRio Tinto Iron Ore subsidiary Hamersley Iron has today reached agreement with China's Baosteel on the price for Hamersley iron ore deliveries for the contract year commencing 1 April 2008. Under this agreement, the new prices for Hamersley will be: Pilbara Blend Fines/ Yandicoogina Fines US cents 144.66 per dry metric tonne unit Pilbara Blend Lump US cents 201.69 per dry metric tonne unit Sam Walsh, chief executive of Rio Tinto's Iron Ore Group, said: "Rio Tinto is pleased to reach this agreement today with Baosteel, China's leading steelmaker." The new prices will be the benchmark for all Hamersley long term contract sales for 2008-09 and includes its Pilbara Blend product, which was launched in July 2007 and which has been strongly endorsed by the market.
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| 03-Jul-2008 01:46 |
Others
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China Stocks in SGX
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Consumer confidence edges up in May BEIJING, July 2 (Reuters) - China's consumer confidence index rose slightly to 94.3 in May from 94.0 in April as inflation eased a touch, the National Bureau of Statistics said. The index distils consumers' attitudes towards current and future macroeconomic performance, their future earnings and plans for purchases of major durable goods into a composite figure. The subindex representing consumer satisfaction with current economic performance stood at 90.2 in May against 90.1 in April; another subindex, surveying consumers' expectations about the economic outlook, rose to 97.0 in May from 96.6 in April. -- REUTERS July 2, 2008, 10.49 am (Singapore time) BT China inflation about 7% this year, May consumer confident up BEIJING - China's inflation will average about 7 per cent in 2008 if Beijing keeps tight control of energy and resource prices, the Chinese Academy of Social Sciences, a top government think-tank, said in a report published on Wednesday.... The CPI rose 7.7 per cent in the 12 months to May, down from a peak of 8.7 per cent in the year to February. The CPI rose 4.8 per cent in all of 2007. It said last month's increase in fuel and power prices alone could push up the CPI this year by 0.7 percentage point. .... |
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| 03-Jul-2008 01:32 |
Others
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PALM OIL STOCKS
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Last Updated: July 02 2008 6:05:00 PM
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| 02-Jul-2008 02:35 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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Shipbuilding & Repair Shipbuilders' earnings set to accelerate in next two years Tony Gray - Monday 30 June 2008 www.lloydslist.com SHIPBUILDERS’ earnings should advance rapidly in the next two years but moderating order growth and the dramatic increase in capacity could represent downside risks further ahead. This is one conclusion drawn from a major report on shipbuilding by HSBC, the global bank, which also underlines the increasing importance of the oil industry to shipyards. The research points out that growth in the order backlog has slowed, although it is still ahead 39% on a year-on-year basis. “With strong order growth in 2006-07 and a relatively solid orderbook, we expect earnings to accelerate in 2009 and potentially further in 2010 (i.e.up 30%-66%), despite rising steel costs,” HSBC says. Even so, the shares of major shipbuilders have retreated from their peaks in the second-half of last year, as global economic uncertainties, the strong contracting activity during the past two years, tight credit markets, and the potential oversupply of the global fleet, have combined to increase the risk of a further slow-down in order growth in the near-term. HSBC expects China to take the place of South Korea as the largest shipbuilding nation “in the not too distant future.” The bank believes specialised shipyards, such as those with strengths in cruiseships, oil rigs, liquefied natural gas (LNG), and oil production, will survive while others will dwindle away as the low-cost Chinese builders gain market share. HSBC says the most vulnerable shipbuilders are not those in South Korean, but the Japanese which have a comparatively higher cost base - 1.5 times South Korea’s and seven times higher than China’s in terms of average wages. And the bank warns that the recent acquisition of a 39% stake in Norway-based Aker Yards, the second largest cruiseship builder after Italy’s Fincantieri, by STX Shipbuilding could indicate that western Europe may be starting to lose its hold on that market to South Korea. With China’s capacity increases and new entrants from India, Vietnam, and the Philippines, HSBC has “no doubt that the growth of global shipbuilding capacity will accelerate through 2010.” However, the strong order backlog and delivery demand should “mitigate the risk of excessive capacity in the next few years.” The bank observes that various third party estimates peg global shipbuilding capacity growth between 50% and 90% from now to 2010. “Capacities of the two largest shipbuilders, China and South Korea, are expected to double and increase 50%, respectively, by 2010,” the report says. Aggressive expansion plans could lead to overcapacity if orders continue to moderate and cancellation increases. “The excessive capacity may lead to weaker newbuild prices of new orders and lower margins.” One of HSBC’s favoured shipbuilding stocks is South Korea’s Samsung Heavy Industries which it describes as a “deep water oil drilling and production play” with 70% of revenues associated with the oil sector. Generally, fixed oil and gas platform investments are expected to reach nearly $50bn during 2007 to 2011, which is up 15% compared to the previous five years |
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| 02-Jul-2008 02:15 |
Others
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PALM OIL STOCKS
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Soybeans Rise to Record as Floods Cut U.S. Acreage, Hurt Yields By Jeff Wilson July 1 (Bloomberg) -- Soybeans rose to $16 a bushel for the first time ever on speculation that the worst Midwest flooding in 15 years will limit gains in U.S. production and inventories. U.S. farmers may harvest 96.8 percent of the acres planted, down from an earlier forecast of 98.1 percent, the U.S. Department of Agriculture said yesterday in a report. The flood- damaged fields may curb the production increases the government forecast after farmers planted 17 percent more acres this year. Some fields may need to be replanted.................... http://www.bloomberg.com/apps/news?pid=20601087&sid=akhRxKA6cp0M&refer=home Last Updated: July 01 2008 6:05:00 PM
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| 01-Jul-2008 01:50 |
SIA
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A380 A Great Way to Fly
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Singapore Airlines collects fifth Airbus jet 11 hours ago SINGAPORE (AFP) — Singapore Airlines has taken delivery of its fifth Airbus A380 superjumbo which will be used for its Singapore-London service starting on July 16, the carrier said. The A380 will be the second deployed for the London service after the world's biggest plane made its debut at Heathrow Airport on a Singapore Airlines (SIA) flight from the city-state in March. |
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| 01-Jul-2008 01:38 |
SingTel
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Singtel Bullish???
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SingTel Raises Stake in Globe By CRIS LARANO and P.R. VENKAT June 30, 2008; Page C5 MANILA -- Singapore Telecommunications Ltd. said Friday that it acquired more shares of Globe Telecom Inc., the Philippines' second-largest telecom company by sales, from longtime partner Ayala Corp. for 141.4 million Singapore dollars (US$103.7 million), boosting its stake to 47.34% of Globe's total common shares, up from 44.47%. Even so, an investor-relations officer at Globe, Bobby Gayanelo, said the increase in SingTel's stake won't violate the legal limit of 40% foreign ownership in a Philippine telecom company. He said the equity structure of Globe comprises common and preferred shares, with the common stocks accounting for only 45.6% of total equity. The preferred shares, which make up 54.4% of equity, are owned by Asiacom -- a holding company that is 60% held by Ayala and 40% held by SingTel. http://online.wsj.com/article/SB121478842233414739.html?mod=googlenews_wsj http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_52A33EF1978E3D41482574740037B718/$file/388-sgx.pdf?openelement |
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| 01-Jul-2008 01:23 |
Popular
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outlook
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Popular’s FY2008 net profit after tax rises to S$13.4 million ~ Net profit after tax up 18.3% year-on-year to $13.4 million, on the back of a 9.2% rise in revenue to S$435.0 million ~ Loyal shareholders rewarded with final dividend payout of 0.7 Singapore cents per share |
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