ShareJunction - Member Posts

Back

Latest Posts By ruanlai - Master

About ruanlai

First < Newer 481-500 of 1277 Older> Last

18-Apr-2011 12:06	CapitaLand / Capitaland Go to Message
x 0 x 0	Straits Times Index - 30 Member Consensus FYE Target Price * His (x) FY1 (x) FY2 (x) Analyst Buy Hold Sell Period Date CapitaLand Ltd Dec 10 SGD 3.410 4.214 1.8 1.1 11.5 18.9 16.6 22 16 4 2 Q1 26/04/2011 CapitaMalls Asia Ltd Dec 10 SGD 1.880 2.303 1.1 - 17.2 27.2 24.7 16 11 4 1 Q1 21/04/2011 CapitaMall Trust Dec 10 SGD 1.890 2.077 5.0 1.0 22.3 19.5 17.2 23 16 4 3 Q1 20/04/2011 City Developments Ltd Dec 10 SGD 11.600 11.895 0.7 1.4 14.3 15.5 15.0 22 6 10 6 - - ComfortDelGro Corp Ltd Dec 10 SGD 1.550 1.854 3.5 0.5 14.2 13.5 12.5 17 15 0 2 Q1 13/05/2011 DBS Group Holdings Ltd Dec 10 SGD 14.660 16.798 2.9 1.1 20.6 12.3 10.8 25 19 5 1 Q1 29/04/2011 Fraser and Neave Ltd Sep 10 SGD 6.240 7.300 2.7 1.2 9.5 13.2 12.3 8 7 1 0 Q2 13/05/2011 Genting Singapore PLC Dec 10 SGD 2.090 2.368 0.0 1.0 93.3 22.2 19.0 23 15 5 3 - - Global Logistic Properties Ltd Mar 10 SGD 2.000 2.595 0.0 #N/A N/A - 25.5 23.3 7 6 0 1 - - Golden Agri-Resources Ltd Dec 10 SGD 0.695 0.798 1.1 1.5 4.6 13.0 13.3 17 12 2 3 Q1 15/05/2011 Hongkong Land Holdings Ltd Dec 10 USD 7.210 8.243 2.2 1.0 3.4 24.0 23.0 18 12 5 1 S1 28/07/2011 Jardine Cycle & Carriage Ltd Dec 10 SGD 36.700 36.500 3.4 1.0 11.1 11.5 10.3 2 0 2 0 Q1 28/04/2011 Jardine Matheson Holdings Ltd Dec 10 USD 45.880 51.400 2.5 0.7 5.3 11.6 10.5 8 4 2 2 - - Jardine Strategic Holdings Ltd Dec 10 USD 27.680 32.250 0.8 0.8 4.9 11.4 10.4 7 4 3 0 - - Keppel Corp Ltd Dec 10 SGD 12.520 14.092 3.4 1.1 12.3 15.3 14.3 24 23 1 0 Q1 20/04/2011 Neptune Orient Lines Ltd/Singapore Dec 10 SGD 1.940 2.361 2.4 1.3 8.7 9.9 6.9 23 12 6 5 Q1 13/05/2011 Noble Group Ltd Dec 10 SGD 2.150 2.649 1.4 1.5 19.1 14.4 12.2 21 19 1 1 Q1 11/05/2011 Oversea-Chinese Banking Corp Ltd Dec 10 SGD 9.690 10.917 3.1 1.1 14.7 13.5 12.2 25 19 5 1 - - Olam International Ltd Jun 10 SGD 2.940 3.469 0.0 1.2 17.0 19.2 15.9 19 14 3 2 Q3 12/05/2011 SembCorp Industries Ltd Dec 10 SGD 5.320 5.940 2.8 1.0 12.0 13.6 12.9 18 13 3 2 Q1 11/05/2011 SembCorp Marine Ltd Dec 10 SGD 5.780 6.233 1.9 1.3 13.9 17.7 17.6 23 18 3 2 Q1 09/05/2011 SIA Engineering Co Ltd Mar 10 SGD 4.190 4.701 4.5 0.8 16.7 17.1 15.9 12 5 7 0 Y 10/05/2011 Singapore Press Holdings Ltd Aug 10 SGD 3.930 4.235 4.1 0.6 15.1 16.4 15.4 16 4 12 0 Q3 12/07/2011 Singapore Technologies Engineering Ltd Dec 10 SGD 3.240 3.492 2.2 0.5 19.9 18.2 17.0 14 8 4 2 Q1 15/05/2011 Singapore Telecommunications Ltd Mar 10 SGD 3.060 3.390 4.8 0.8 12.7 12.8 11.9 23 11 10 2 Y 12/05/2011 Singapore Airlines Ltd Mar 10 SGD 14.080 16.809 2.3 0.9 14.0 12.5 11.2 24 17 5 2 Y 30/06/2011 Singapore Exchange Ltd Jun 10 SGD 8.150 9.329 3.4 1.2 28.7 24.6 20.6 22 14 5 3 Q3 19/04/2011 StarHub Ltd Dec 10 SGD 2.830 2.742 7.1 0.6 18.4 15.6 14.7 20 9 6 5 Q1 04/05/2011 United Overseas Bank Ltd Dec 10 SGD 19.580 21.799 3.1 1.2 11.8 11.8 10.8 25 14 10 1 Q1 06/05/2011 Wilmar International Ltd Dec 10 SGD 5.240 5.805 1.0 0.8 20.3 16.8 14.5 23 9 13 1 Q1 13/05/2011
Good Post Bad Post
18-Apr-2011 12:03	Ezion / Ezion Go to Message
x 0 x 0	Ezion Holdings Buy $0.720 Target Price $1.09 Upside 52% Reason: 1) Preferred pick among asset owners. 2) Strong growth multiple v isible drivers. 3) Solid execution track record to date
Good Post Bad Post
18-Apr-2011 11:56	CapitaLand / Capitaland Go to Message
x 0 x 0	DBS Vickers (Spore) CapitaLand: Accelerating value homes business BUYS$3.41 PriceTarget : 12-month S$ 4.76
Good Post Bad Post
18-Apr-2011 11:54	CapitaLand / Capitaland Go to Message
x 0 x 0	Page 2 Valuation Table for Property Developers FYE Mkt Price RNAV Target Cap (S$) (S$) % Price % P/RNAV Latest Qtr Latest Qtr Company (S$m) 14-Apr-11 Discount (S$) Upside Rcmd (x) NBV/Share P/NBV Residential Developers Allgreen Dec 1,765 1.11 1.84 -30% 1.29 16% Hold 0.60 1.51 0.7 Bt Semb Mar 1,118 4.32 8.69 -40% 5.25 22% Hold 0.50 3.75 1.2 Capitaland Dec 14,643 3.43 5.60 -15% 4.76 39% Buy 0.61 3.32 1.0 Capitamall Asia Dec 7,304 1.88 2.28 10% 2.51 33% Buy 0.82 1.50 1.3
Good Post Bad Post
18-Apr-2011 11:39	CapitaLand / Capitaland Go to Message
x 0 x 0	Watch out for this counter..... Robust result reporting.......soon shoot up the price
Good Post Bad Post
18-Apr-2011 10:47	CapitaLand / Capitaland Go to Message
x 0 x 0	CapitaLand Limited: Surbana buy underlines value-housing ambition Summary. CapitaLand (CAPL) announced it would acquire a 40% stake in Surbana for S$360m to accelerate the growth of its value-housing segment. Surbana has deep expertise in mass-market residential developments and runs two core business segments: consulting and Chinese township development. For this acquisition, Surbana’s consulting business was valued around 6x earnings and its townships at an average RMB1.1-1.2k per sqm per pr, which are reasonable prices in our view. We view this acquisition as a positive one as it would bring Surbana’s experienced team into CAPL’s framework. This acquisition also underlines CAPL’s ambition for its value-housing business we think a sizable component of CAPL’s planned growth in Chinese exposure to 45% of assets will come from CapitaValue Homes. We update assumptions and add S$0.02 to CAPL’s RNAV due to these four townships. Maintain a BUY rating with a revised fair value of $4.12 (at parity to RNAV) versus $4.10 previously. (Eli Lee)
Good Post Bad Post
18-Apr-2011 10:46	CapitaLand / Capitaland Go to Message
x 0 x 0	CapLand gave very sensible account behind the rationale for acquiring a 40% stake in Surbana Corp. The townships exposure it will get from the move will give CapLand diversification in China and help accelerate its growth in value homes. More importantly, the experience that Surbana Corp can bring in building HDB homes in Singapore should sit well with China's longer-term policy of providing low-cost homes for the masses. Over time, CapLand should deepen its exposure in this segment. For now, the minority stakes in the townships gives little RNAV uplift, by our estimate. We note that CapLand's competitor such as KepLand is more entrenched in township developments. We retain our target price at S$4.04, still based on 15% discount to RNAV. Maintain Neutral and will look to revisit our call on wider valuation discounts to its RNAV and the broader market.
Good Post Bad Post
18-Apr-2011 10:44	CapitaLand / Capitaland Go to Message
x 0 x 0	CapitaLand - Accelerating Value Housing initiatives BUY ($3.41) TP $4.45 by UBS, OUTPERFORM ($3.41) TP $4.33 by CS, EQUAL-WEIGHT ($3.41) TP $3.36 by MS
Good Post Bad Post
18-Apr-2011 10:42	RafflesEdu / Raffles Edu Go to Message
x 0 x 0	Do not hold on to this falling knife..... FMs are pushing the price down ..... hopeless stocks.... Beware or you will regret.....
Good Post Bad Post
15-Apr-2011 10:50	CapitaLand / Capitaland Go to Message
x 0 x 0	Long if you got money to hold.... Short if you wanna quick coffee money. I have chosen to short at 3.46........30 lots.... wish me good luck.....
Good Post Bad Post
15-Apr-2011 09:17	CapitaLand / Capitaland Go to Message
x 0 x 0	Seat back and relax...... Hold tie and get ready to swing up to $3.50 expected by BBs.....
Good Post Bad Post
14-Apr-2011 11:07	Ezion / Ezion Go to Message
x 0 x 0	Bow pian buy at 74cents......my FMs said do not buy now will miss the opportunity...... Just believe once......hope is true.......pray hard.....
Good Post Bad Post
14-Apr-2011 11:04	CapitaLand / Capitaland Go to Message
x 0 x 0	Lai liao...... not Big Boobs....... Big Big FMs to push up above $3.54... to hover the new recent high....... Results releasing soon....
Good Post Bad Post
14-Apr-2011 11:01	CapitaMalls Asia / Capitamalls Asia - An opportunistic play Go to Message
x 0 x 0	Strategic tie-up. to explore business collaborations in China and Japan. By tapping into PARCO's extensive network of retailers in Japan, this proposed collaboration will further CMA's efforts in bringing Japanese retailers into other markets. Japan has more than 1,000 retailers who are at the forefront of shopping concepts with many established retailers planning to expand in Asia. The first collaboration will be to bring PARCO's network of tenants to participate in the CMA Asia Retailers' Forum in Chengdu next month where retailers from all over the region will be introduced to business opportunities to grow their business in China. In addition, CMA and PARCO will also explore new investment opportunities and grow the business in Japan where CMA currently has 7 malls.CMA announced that it has signed a MOU with PARCO PARCO a major shopping mall owner and manager in Japan. PARCO has 20 malls in key cities including Tokyo, Osaka, Nagoya, Fukuoka and Sapporo. In Singapore, it currently manages a departmental store in Millenia Walk and was previously the retail manager for The Central at Clarke Quay from 2006-2009. It was credited with the early success of Bugis Junction, in which it was a shareholder with CMA until 2005.In Japan, Beneficial initiative stage, we see this as a positive development for CMA which allows it to enhance the shopping experience in its malls and maintain its competitive edge. Retailers also have the opportunity to grow their businesses in CMA's 92 malls in Asia and benefit from its knowledge of tenant needs and retail management. This positive reinforcement enables CMA to attract and maintain a diverse tenant mix which consequently optimises its trade mix and yields. We note that it had successfully introduced well-known brands such as MUJI, UNIQLO, Daiso, Best Denki in its malls in Singapore and China. We believe that the scale and size of its tenant base (> 7,700 international and domestic leases) provides it with a pool of prospective tenants to optimally manage the trade mix and minimise leasing risk in new properties.. While the financial impact is difficult to quantify at this
Good Post Bad Post
14-Apr-2011 10:54	Ezion / Ezion Go to Message
x 0 x 0	Someone please sell down....... I am still Q at 72.5cents.....
Good Post Bad Post
14-Apr-2011 10:46	CapitaLand / Capitaland Go to Message
x 0 x 0	BBs coming soon.......
Good Post Bad Post
14-Apr-2011 10:25	User Research/Opinions / Singapore economy expanded 23.5% Go to Message
x 1 x 0	Singapore economy expanded 23.5% qoq SAAR in 1Q11. The Ministry of Trade & Industry (MTI) released advance 1Q11 real GDP figures, showing a seasonally-adjusted qoq expansion of 23.5%. This is higher than consensus and our respective forecasts of 11.4% and 11.0%. Yoy, the economy expanded 8.5% vs consensus and our forecast of 5.8% and 5.7% respectively. The MTI reiterated its 2-month-old GDP growth forecast of 4-6% for 2011. We are maintaining our forecast of 5.7%.
Good Post Bad Post
14-Apr-2011 10:07	CapitaMalls Asia / Capitamalls Asia - An opportunistic play Go to Message
x 0 x 0	CapitaMall Asia - Exploring business collaborations with PARCO - BUY ($1.85) TP $2.55 by DB
Good Post Bad Post
14-Apr-2011 10:05	CapitaMalls Asia / CMA bonds anyone? Go to Message
x 0 x 0	CapitaMall Asia - Exploring business collaborations with PARCO - BUY ($1.85) TP $2.55 by DB
Good Post Bad Post

First < Newer 481-500 of 1277 Older> Last

ShareJunction Version: 27 Nov 2020 ver - All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.