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Latest Posts By ozone2002 - Supreme      About ozone2002
First   < Newer   461-480 of 7452   Older>   Last  

16-Jul-2013 13:42 Yongnam   /   Yong nam       Go to Message
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x 0 		there's still competition  from Incheon airport that pipped Changi airport to the title of best airport..
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16-Jul-2013 13:33 Citic Envirotech   /   United Envirotech       Go to Message
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Last:0.995     Vol:6725k     +0.04

12.5 bagger from low of $0.08 which i have bought before...
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16-Jul-2013 09:34 Seatrium   /   Sembmarine       Go to Message
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Semb Mar is a better company based on the financial ratios.. gd luck dyodd

Sembcorp Marine (SMM SP, Buy, TP SGD5.20)

Sembcorp Marine will report 2Q13 results on 1 August 2013. We

believe that 2Q13 operating margins for SMM would be stable at 12-

13% (1Q13: 13.7%, FY13F:12.9%). The first Sete Brazil drillship

achieved initial recognition (20%) in 4Q12 (4Q12 op. margin: 10.8%)

and would now be progressively recognised. Given the S-curve

recognition profile, revenue recognition would be slower in the earlystage

and accelerate during the mid-stage. The second drillship is likely

to achieve initial recognition only in 4Q13 or 1Q14. Therefore, we

believe that there should not be any major margin drag from

conservative margin recognition of Brazilian orders in the next two

quarters. We estimate 2Q13 PATMI of SGD162m (+37% YoY, +14%

QoQ) on the back of SGD1.4b (+34% YoY, +16% QoQ) in revenue.

The variability in revenue is attributed to our assumptions in timing of

recognition.

Concerns on Brazil yard operations may once again be raised given

Norwegian shipbuilder Vard’s recent issues in Brazil. Based on our

recent conversation with SMM, management was cautious of the risks

but maintains that their established track records and experience would

help see them through these challenges. The mitigating factors cited

were: (1) local content proportion is not 100% unlike Vard (55-65% for

SMM), (2) SMM will not likely need to outsource to third-party Brazilian

yards as what Vard did, (3) Its new yard is in a less crowded area

(Espirito Santo) where there are ready access to labour as opposed to

Rio de Janeiro.

16 July 2013 Page 6 of 13

Offshore & Marine

Our view has also been that market concerns on Brazil margins are

overly pessimistic. We expect marginal margin expansion despite the

risks, as opposed to margin decline as expected by consensus.

Maintain

(from SGD5.40)

valuations on Cosco.Buy with SOTP-based TP reduced marginally to SGD5.20for higher risk-free rate assumptions (3%) and lower

Sembcorp Marine – Summary Earnings Table

FYE Dec (SGD m) 2011 2012 2013F 2014F 2015F

Revenue 3,960.2 4,430.1 5,541.9 6,446.9 7,194.0

EBITDA 823.4 648.2 835.7 990.5 1,100.7

Recurring Net Profit 751.9 538.5 609.8 723.9 822.0

Recurring Basic EPS (SGD cts) 36.6 25.8 29.2 34.7 39.4

EPS Growth (%) (12.6) (29.5) 13.3 18.7 13.6

DPS (SGD cts) 25.0 13.0 15.0 15.0 15.0

PER (x) 12.2 17.3 15.3 12.9 11.4

EV/EBITDA (x) 11.0 14.6 11.3 9.6 8.5

Div Yield (%) 5.6 2.9 3.4 3.4 3.4

P/BV(x) 3.8 3.8 3.3 2.9 2.5

Net gearing (%) Net cash Net cash Net cash Net cash Net cash

ROE (%) 30.0 22.2 23.3 24.1 23.7

ROA (%) 14.6 9.9 9.8 10.2 10.3

Consensus Net Profit (SGD m) 583.9 709.9 771.8

Source: Company, Maybank KE estimates

Figure 7: SMM SOTP Valuation

Stake Valuation Basis

Value

(SGD m)

Per Share

(SGD)

SMM core business 100% DCF 10,554.8 5.05

Cosco Shipyard Group & Associates 30% 9x FY13F PER 240.3 0.12

Cosco Corporation 4.98% MBKE Target Price 72.5 0.03

SGD m 10,867.6

No of shares (m) 2,088

SGD 5.20

Source: Bloomberg, Maybank KE

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16-Jul-2013 09:12 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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Yamada's PE only 3.6x wow.. according to bloomberg.

gd luck dyodd
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15-Jul-2013 15:55 Kreuz   /   Kreuz cruising back up?       Go to Message
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Last:0.795     Vol:8066k     +0.045

What a powerful rally..!

ozone2002      ( Date: 15-Jul-2013 12:55) Posted:



Time: 12:39PM
Exchange: SGX
Stock: Kreuz(5RK)

Signal: Resistance - Breakout with High Volume

Last Done: $0.78
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15-Jul-2013 13:38 Osim Intl   /   OSIM       Go to Message
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Osim has a great business, super good margin it makes on the chairs, definitely a buy on dip

OSIM International (Maybank)

First Look At The New Chair

uInfinity soft-launched in Hong Kong.

eagerly awaited new chair, which has just been soft-launched in Hong

Kong. This chair will replace the existing uDivine, which has been the

flagship for the past three years. Initial selling price was HKD46,800,

almost 35% above the existing uDivine App. Singapore’s selling price

would likely be in the SGD6,000+ range. This will likely be softlaunched

in Singapore and China over the next few weeks.We had a firsthand look at the

Getting closer to the human hand.

immediately was the much better massage mechanism, even compared

to uDivine which was considered a revolutionary technology. The leg

portion has also been given a significant upgrade, feeling similar to the

popular leg massager uPhoria. The chair feels much more snuck, owing

to the slightly smaller profile, though the sales assistant was quick to

assure that even plus-sized customers can still fit comfortably!Upon testing, what struck us

No significant change in design.

underwhelmed by the similarity in design to its predecessor. Our view is

that this could result in less power drawing in customers at the shops,

and OSIM would have to run an effective marketing campaign to

counteract this. We understand there are plans in place, which will

come in during the official launch.We were however, slightly

Previewing 2Q13 results.

the 30

growth of 15% and 18% (SGD26.5m) respectively. Growth will likely be

driven by sale of the uAngel, which will have a full quarterly effect and

some spillover orders from 1Q13. Gross margins may see a marginal

downtick due to the lower prices of uAngel, though we would expect

this to be balanced against higher prices of the uInfinity.OSIM will announce after market close onth July. For the quarter, we are expecting revenue and profit

Maintain BUY.

revenue estimates. Earnings upside could come from better than

expected sales of the new flagship massage chair, which we estimate

accounted for as much as 50% of sales historically. Our TP of SGD2.53

remains pegged to 18x FY13F (translates to 20X upon exercise of

convertible bonds), implying 1x PEG. Maintain BUY.We trim our earnings forecast by 2-3% on lower

OSIM International – Summary Earnings Table

FY DEC (SGDm) 2011 2012 2013F 2014F 2015F

Revenue 553.7 601.7 682.6 759.4 846.2

EBITDA 111.8 126.6 149.1 167.9 189.3

Recurring Net Profit 69.1 86.9 102.4 116.6 132.7

Recurring EPS (SG cents) 9.2 12.0 14.1 16.1 18.3

DPS (SG cents) 3.0 6.0 6.8 7.2 8.2

PER (x) 22.3 17.1 14.5 12.8 11.2

EV/EBITDA (x) 12.8 11.2 9.5 8.2 7.1

Div Yield (%) 1.5 2.9 3.3 3.5 4.0

P/BV (x) 9.3 7.6 6.0 4.7 3.9

ROE (%) 41.7 44.3 41.1 37.2 34.3

ROA (%) 16.2 18.5 20.0 20.2 20.5

Consensus Net Profit na na 100.6 113.8 129.7

Source: Company, Maybank KE estimates

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15-Jul-2013 13:21 China Minzhong   /   China Minzhong Food forum       Go to Message
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shioker!

Last:1.14     Vol:1553k     +0.025

ozone2002      ( Date: 10-Jul-2013 10:03) Posted:



from cheap cheap become shiok shiok 1.1+

gd luck dyodd

ozone2002      ( Date: 04-Jul-2013 11:13) Posted:



go up to 1.06 today..5% in 1 day..shiokadodee!

gd thing i got cheap cheap..:)

gd luck dyod
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15-Jul-2013 12:55 Kreuz   /   Kreuz cruising back up?       Go to Message
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Time: 12:39PM
Exchange: SGX
Stock: Kreuz(5RK)

Signal: Resistance - Breakout with High Volume

Last Done: $0.78
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15-Jul-2013 11:34 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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Last:0.265     Vol:2492k     +0.02

great run!

gd luck dyodd

24-27 strategy does it again!
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15-Jul-2013 10:11 Kreuz   /   Kreuz cruising back up?       Go to Message
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Last:0.785     Vol:3184k     +0.035

lovely!
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15-Jul-2013 09:52 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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Last:0.255     Vol:627k     +0.01

sell Q @ 25.5 disappearing..

gd luck dyodd
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15-Jul-2013 09:10 Kreuz   /   Kreuz cruising back up?       Go to Message
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kreuz moving ahead of parent swiber..

76 vs 74..

gd luck dyodd

ozone2002      ( Date: 05-Jul-2013 09:37) Posted:



Kreuz n swiber now racing with each other.. both ard 72c

gd luck dyodd
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15-Jul-2013 09:08 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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time for mushrooms to start sprouting!

3x PE ..25c.. go go go

gd luck dyodd
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11-Jul-2013 10:46 Mencast   /   Cornerstone investor GAY CHEE YONG in mencast       Go to Message
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neglected gem backed by Temasek
Published July 11, 2013
Mencast secures two offshore services contracts from Keppel
MENCAST Holdings Ltd on Thursday announced that its subsidiary, Mencast Subsea, has secured two separate contracts for offshore services from Keppel Singmarine Pte Ltd and Keppel Shipyard Ltd.


Mencast Subsea will provide maintenance, repair and overhaul (MRO) services to Keppel Singmarine and Keppel Shipyard, both susidiaries of Keppel Offshore & Marine Ltd. The MRO services include underwater inspection and maintenance works, seabed survey inspection, hydrographic survey and side scan sonar survey.

Both contracts extend to December 31, 2015 and include a one-year option to renew.

" These long term contracts affirm our growing leadership in providing MRO services to the offshore industry," said Glenndle Sim, Mencast's executive chairman and chief executive officer.
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11-Jul-2013 10:44 AusGroup   /   AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m       Go to Message
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Getting ready for RTO
Published July 11, 2013
AusGroup sells S'pore facilities for S$39.4m to Boustead
 
AusGroup said on Thursday that it has signed a sale and leaseback deal with Boustead Trustees Pte. Ltd to sell the latter its Singapore fabrication facilities at 36 Tuas Road for S$39.4 million.


" The agreement allows AusGroup to leaseback the Property, with no impact on day-to-day operations, continuing to provide clients with high quality fabrication and machining services together with timely delivery,'' it said.

The property, built in a secure area of over 30,000 square metres, consists of a large enclosed fabrication facility, machine shop and staging areas with waterfront access.

The agreement was entered into between its unit, AusGroup Singapore Pte Ltd and the trustee of Boustead Real Estate Fund.
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10-Jul-2013 10:08 Vard   /   Vard Holdings       Go to Message
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loaded 85c dirt cheap .. oil is $104..

gd luck dyodd
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10-Jul-2013 10:06 Seatrium   /   Sembmarine       Go to Message
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oil flying high @ 104

semb mar also up correspondingly

Last:4.42     Vol:372k -
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10-Jul-2013 10:03 China Minzhong   /   China Minzhong Food forum       Go to Message
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from cheap cheap become shiok shiok 1.1+

gd luck dyodd

ozone2002      ( Date: 04-Jul-2013 11:13) Posted:



go up to 1.06 today..5% in 1 day..shiokadodee!

gd thing i got cheap cheap..:)

gd luck dyodd

ozone2002      ( Date: 03-Jul-2013 16:06) Posted:



wah cheap cheap again 1.01 :)

gd luck dyodd
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10-Jul-2013 09:32 Yamada Green Res   /   Yamada-Since it IPO at 0.22c-good response       Go to Message
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hit 26c..!! chhiong AHhhhhhh

24-27 strategy damn gd

gd luck dyodd
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05-Jul-2013 13:43 IPC Corp   /   Solid NTA 27c       Go to Message
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Last:0.16     Vol:2171k     +0.0050

hit 16c which was OHL recent buy price..

gd luck dyodd
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