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25-Apr-2011 14:27	CapitaLand / Capitaland Go to Message
x 0 x 0	5th Consecutive Year of Above S$1bn Net Profit 4 Net Profit FY 2006 $1.01bn FY 2007 FY 2008 FY 2010 $2.76bn $1.26bn $1.27bn FY 2009 $1.05bn *Financials* Cumulative Net Profit S$7.4bn over 5 years CapitaLand Presentation April 2011 We did well again in Year 2010
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25-Apr-2011 12:17	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Yes managed to stop the price down at $1.78 Any sell down are welcomes........ We are collecting.......Sell now..... please......
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25-Apr-2011 11:08	Fu Yu / time to pit up,,,,,,,,,,,,,,,time to grew up again Go to Message
x 0 x 0	GROW is correct..... Izzit SCREW more appropriate for this counter then Grew....... Beware....
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25-Apr-2011 11:01	HPH Trust USD / High payout and yield Go to Message
x 0 x 0	High payout on a mature asset � � Focus on PRD container ports, leveraging on world’s No. 1 port operator Hutchison Port Holdings Trust (HPH Trust) is mainly engaged in operating two of the world’s largest container ports—Hong Kong and Shenzhen. Its major investments include Hong Kong International Terminal (HIT, 100%), COSCO-HIT (50%) and Yantian Ports (51.6-56.4%), which together represented a 39% share of the Pearl River Delta (PRD) container port market in 2010. HPH Trust also has the support of its sponsor, Hutchison Port Holdings (HPH), the world’s largest container port operator by throughput. � � High dividend payout, manager incentive for higher dividends HPH Trust has committed to pay out 100% of its distributable income as dividends, and we forecast a payout ratio (from accounting net profit) of 139%/171% in 2011/2012. The high payout ratio is supported by HPH Trust’s mature container assets and low future capex requirement. In addition, the trustee manager has an incentive to provide higher dividends, as it will receive a performance fee if actual dividends are above forecasts. � � Key risks: global recession, Rmb appreciation and intensifying competition We believe the key risks are: 1) a slowing global economy, which could affect China’s exports and container throughput 2) Chinese exporters losing their competitive edge because of an appreciating renminbi and 3) intensifying competition from neighbouring ports. � � Valuation: initiate coverage with a Buy rating and US$1.17 price target We derive our price target of US$1.17 (COE of 8.1%) from a DCF-based methodology. Our price target implies 5.8% dividend yield in 2012E.
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25-Apr-2011 10:59	HPH Trust USD / High payout and yield Go to Message
x 1 x 0	HPH Trust - Port business trust that offers yield and growth ititiate with a BUY (US$0.94) TP US$1.16 by GS
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25-Apr-2011 10:34	CapitaLand / Capitaland Go to Message
x 0 x 0	Robust result reporting on Monday. A white candle sticks with short upper/lower shadow indicates the little hesitant of the investors in buying the stocks upwards. Both RSI & MACD are bullish as RSI trend upwards. Important Resistance of Capitaland: $3.54 Immediate Support of Capitaland: $3.37 Currently prices are supported by 50 days MA at $3.37 and resisted by 100 days MA at $3.54 Last call before shooting up to $3.50 on Monday.....
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24-Apr-2011 17:07	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	we will buy up......welcome shortist........
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23-Apr-2011 15:33	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Outlook Singapore  Retail demand underpinned by positive macro factors  GDP growth for 2011 forecasted to be 4.0% to 6.0%  Forecasted tourist arrivals of 12-13 mil in 2011  One-North and JCubemaking good progress Malaysia Under The Tenth Malaysia Plan, the government will allocate the national budget from the year 2011-5 to all economic sectors in the country,  Annual retail sales growth target of 8.3% during the five year period  -A comprehensive roadmap prepared by the Economic Planning Unit of the Prime Minister's Department and the Finance Ministry of Malaysia to allocate the national budget from the year 2011-5 to all economic sectors in the country CHINA  Robust retail sales growth underpinned by growing disposable income and increasing urbanisation  China retail sales remain robust with retail sales increasing 15.8% in Jan-Feb 2011 y-o-y  China credit remains tight, presenting acquisition GDP growth is expected to be 5.3% in 2011 and 5.2% in 2012.
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23-Apr-2011 15:28	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Robust Mall Performances  NPI growth across key markets Singapore 5.3%, China 34.2% and Malaysia 12.2%  Key Leading Indicators Continue Upward Trend  Shopper traffic for Singapore & China grew at 3.7% & 10.3% respectively  Tenant sales grew 6.6% & 15.3% in Singapore and China respectively  Strong 1Q Results -Core Business Improvement  Achieved PATMI of $49.1 mil for 1Q 2011 mainly from increased recurring income from NPI and management fee business  Moving into High Gear  MinhangPlaza and HongkouPlaza in Shanghai achieved high leasing commitments prior to openings  QueensbayMall in Penang acquired for AEI  CMMT completed Gurney Plaza Extension acquisition  CMT acquired Ilumafor integration with BugisJunction  China credit tightening presents acquisition opportunities  Proposed HK Dual Listing to complement China Strategy
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21-Apr-2011 15:48	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Robust result reporting on TODAY. Last call before shooting up to $1.90 on Monday..... Watch out..... READY STEADY SHOOTING UP SOON
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21-Apr-2011 15:46	CapitaLand / Capitaland Go to Message
x 0 x 0	Robust result reporting on Monday. Last call before shooting up to $3.50 on Monday..... Watch out..... 4pm action.....
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21-Apr-2011 14:21	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Robust result reporting on Monday. Last call before shooting up to $3.50 on Monday..... Watch out.....
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21-Apr-2011 14:05	CapitaMalls Asia / First Day trading open at $2.30 Go to Message
x 0 x 0	Robust regult reporting on TODAY. Last call before shooting up to $1.90 on Monday..... Watch out.....
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21-Apr-2011 14:00	CapitaLand / Capitaland Go to Message
x 0 x 0	Robust regult reporting on Monday. Last call before shooting up to $3.50 on Monday..... Watch out.....
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20-Apr-2011 10:53	Genting HK USD / Robust Result Go to Message
x 2 x 0	Watch out for this counter...... Robust results eyeing by BBs.....
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20-Apr-2011 10:43	CapitaLand / Capitaland Go to Message
x 0 x 0	BBs in actionssssssss
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20-Apr-2011 10:32	CapitaLand / Capitaland Go to Message
x 0 x 0	Robust Result reporting soon. Worth a watch...... FMs and BBs in places at sideline.........jumping in to jet up the price....soon.....
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19-Apr-2011 15:54	Genting Sing / Traders Lounge - Daily opportunities for everyone Go to Message
x 0 x 0	One year on: elevated to a higher playing field S$7.9bn in 2011E Our confidence in a sustainable run rate for Singapore’s gaming market (GGR) is on the rise we estimate the market size at an annualized S$6.9bn (US$5.3bn) based on 4Q10, expanding 15% to S$7.9bn (US$6.1bn) by end- 2011E, 7% ahead of previous forecast and 22% of Macau’s US$28.2bn market. Incremental demand is VIP driven +18% in 2011E over 4Q10’s run rate. By market share, the VIP segment should rise to 55% in 2011E from 53% in 2010, with Chinese VIPs the delta, previously thought more captive to Macau, now accounting for 40% of the premium market, we estimate. We expect the mass segment to grow 12% in 2011 vs. 4Q10 run rate. With this report, we transfer coverage of the ASEAN gaming companies to Paul Lian. Bigger picture of profitability and returns for Singapore casinos We estimate Resorts World Sentosa (RWS) VIP volumes are at the high end of Macau, underpinning the potential of the market. We forecast RWS roll of US$6.1bn/mth in 2011, above select Macau peers of US$4.8bn (market leader Wynn Macau at US$8.5bn). Daily gross revenues are amongst the highest in the industry, at S$12.1mn in 2011, driven by VIP wins set to rise from S$6.6mn in 4Q10 to S$7.4mn (US$5.7mn) in 2011E, above select Macau peers of US$4.5mn (Wynn Macau US$8.1mn), while still in an early ramp-up phase. With the market rebased, RWS should achieve ROIC of 32% in 2011E, more attractive than new Macau venue City of Dreams’ 13%. GENS arguably the more dominant operator 56% of market share GENS enjoyed 58% GGR market share in 4Q10 and should maintain a 56%/55% share for 2011/12, ahead of earlier expectations of an even split. GENS achieved 65%/50% of VIP/mass segment 4Q10 market share, edging MBS. Our more constructive view is not without caveats, acknowledging concerns over the build-out of receivables to drive direct VIP volumes, but find comfort in our view that bad-debt risk remains well-anchored. Upgrade GENT to Buy GENS to Neutral from Sell, off CL We view Asean casino valuations as reasonable amidst higher profitability and positive spillover demand from Macau, GGR +43% YTD to US$7.2bn in 1Q2011 Macau gaming stocks have outperformed Asean ones by 38% YTD and 52% over 6M and now trade at 15.4X (14X w/o new projects) FY11E EV/EBITDA vs. Asean at 8.8X. We favor GENT at 5.9X EV/EBITDA and think it is worth its weight on GENS and GENM prospects alone, 79% of SOTP.
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19-Apr-2011 07:58	CapitaLand / Capitaland Go to Message
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CapitaLand - Seeking Surbana's strengths (BUY, $3.41 - TP $4.30, CATL.SI / CAPL SP, Property)

CapitaLand has taken a 40% stake in Surbana Corporation for $360m. Formerly known as HDBCorp, Surbana has extensive experience in Housing Board projects in Singapore, a full suite of consultancy services and four ongoing township development projects in China. CapitaLand believes there are synergies for them to work together, particularly in view of its new value-housing initiative. Maintain BUY.
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19-Apr-2011 07:55	Genting Sing / Traders Lounge - Daily opportunities for everyone Go to Message
x 0 x 0	DO NOT SHORT this burger..... All counters are dropping but not this one...... Some good news on the way....watch out....
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