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03-Jul-2013 16:07

AsiaMedic / Asiamed getting HOT!

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Last:0.128 Vol:35233k

+0.016

Swee Swee

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03-Jul-2013 16:06

China Minzhong / China Minzhong Food forum

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wah cheap cheap again 1.01 :)

gd luck dyodd

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03-Jul-2013 13:16

Triyards / Mid to long term - should be good.

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Triyards has secured its first ship repair contract for the newly

commissioned floating dock. The group is on track to grow

its ship repair into a significant business and diversify its

earnings streams.

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03-Jul-2013 10:21

Vard / Vard Holdings

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oil back up to $99 on mid east tensions

vard looking very attractive at low $0.90s..single digit PE stock, gd growth as long as oil stays high

and they secure more orders..

gd luck dyodd

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03-Jul-2013 10:17

Kreuz / Kreuz cruising back up?

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gd time to revisit this old gem again :)

Time: 9:48AM
Exchange: SGX
Stock: Kreuz(5RK)

Signal: Bullish MACD Centerline Crossover

Last Done: $0.705

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03-Jul-2013 09:25

Parkson Retail / Parkson start trading on +ve note

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great biz .. KIV

More to come from Indonesia (CIMB)

Growth in Indonesia will ramp up in FY14, driven by the launch of the first ‘Parkson’ branded department stores. The larger store network will also boost margins and same-store sales growth (SSSG). However, earnings are unlikely to excite in the near-term.

We resume coverage on Parkson Retail Asia (PRA) with an Outperform call. Our S$1.88 target price is based on 22x CY14 P/E (vs. previous 20x), which is on par with the average of department store retailers. The stock’s catalysts are earnings delivery in Indonesia, a turnaround in Vietnam and higher-than-expected SSSG.

Growth to ramp up in Indonesia

PRA’s expansion in Indonesia will ramp up with the launch of ‘Parkson’ branded department stores. The company has operated department stores under the acquired ‘Centro’ brand for the past two years. The group’s retail space is expected to increase by 57% in FY14, which is the highest in all its key markets. Despite the presence of a powerful incumbent, MAPI, in the mid-to upper-middle class segment in which PRA will compete, we are positive on its execution capability. We think that MAPI will probably become PRA’s concessionaire, which will benefit PRA as MAPI has the exclusive distribution rights for more than 100 international brands.

Profitability is also expected to rise, thanks to cost savings that will accrue from a larger store network.

Near-term earnings unlikely to excite

Near-term earnings are likely to be depressed by 1) a depreciating rupiah 2) a downturn in Vietnam 3) drop in consumer spending in Malaysia from the uncertainty caused by the election in 4Q. However, things appear to be picking up. Our strategists expect the rupiah to stabilise this year, and Vietnam SSSG is expected to be flat in FY13.

Consensus too high

We think that consensus’ sales estimates are too optimistic and require that 1) all new stores will be opened at the start of FY14, and 2) new store sales will immediately reach the level of mature stores. Maintain Outperform on solid SSSG outlook and earnings delivery from new retail space across Malaysia and Indonesia.

Parkson Retail Asia

COMPANY NOTE

PRA SP / PRAL.SI

Current

S$1.60

SHORT TERM (3 MTH)

LONG TERM

Market Cap

Avg Daily Turnover

Free Float

Target

S$1.88

US$854.2m

US$0.11m

25.0%

Prev. Target

S$1.75

S$1,084m

S$0.14m

597.3 m shares

Up/Downside

17.4%

Conviction|

|

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03-Jul-2013 09:20

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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congrats.. i'm using the proven strategy from my previous posts.. :)

gd luck dyodd

alexkwa ( Date: 03-Jul-2013 08:52) Posted:

Sold off at 25... Small coffee money.. Not prepared to speculate in this sideway trend. But most of you who bought at 23.5 are quite safe..

I just need to money for some good opportunities now

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02-Jul-2013 15:18

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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hit 25.5 shiokadodee! :)

gd luck dyodd

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02-Jul-2013 15:03

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Heinz ketchup is working!!! now 25!! yeah!!

strategy 24 buy & 27 sell is on track again.. gd luck dyodd

gd luck dyodd

ozone2002 ( Date: 02-Jul-2013 11:53) Posted:

Sino already flew more than 15%

Minzhong also starting to fly.. up abt 3% today

yamada still a laggard... need to add some Heinz Ketchup also!

gd luck dyodd

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02-Jul-2013 13:44

IPC Corp / Solid NTA 27c

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the next focus will be on Japan, with all the money printing and asset reflating, benefits will rub off on IPC which has

hotel exposure in Japan..

gd luck dyodd

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02-Jul-2013 11:53

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Sino already flew more than 15%

Minzhong also starting to fly.. up abt 3% today

yamada still a laggard... need to add some Heinz Ketchup also!

gd luck dyodd

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02-Jul-2013 11:31

China Minzhong / China Minzhong Food forum

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Last:1.07 Vol:2112k

+0.04

add Heinz Ketchup!!

ozone2002 ( Date: 01-Jul-2013 10:27) Posted:

Sinogrand up 15c or 12% rise..

hope minzhong & yamada can ketchup as well!

gd luck dyodd

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02-Jul-2013 09:29

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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0.245 Vol:2k

+0.0050

2 lots done @ 24.5 better than nothing

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02-Jul-2013 09:27

SinoGrandnes / Sino Grandness - a growth stock with low PE

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this is what happened.. :)

Published July 01, 2013

Sino Grandness to spin off beverage segment in IPO

Lee Meixian

print |email this article

Sino Grandness Food Industry Group is planning to spin off its beverage business segment for a listing on " an internationally recognised stock exchange" , it said on Monday. -- PHOTO: SINO GRANDNESS FOOD INDUSTRY

Sino Grandness Food Industry Group is planning to spin off its beverage business segment for a listing on " an internationally recognised stock exchange" , it said on Monday.

Market reports had speculated that the initial public offer could be in Hong Kong Stock Exchange by 2014.

Its proposal has been met with a no-objection letter from the Singapore Exchange, although it is still subject to shareholders' approval.

Sino's beverage segment is parked under its wholly owned foreign subsidiary, Garden Fresh (HK) Fruit & Vegetable Beverage Co Ltd.

ozone2002 ( Date: 01-Jul-2013 10:24) Posted:

Last:1.43 Vol:3365k

+0.15

super fly!! what happened?????

gd luck dyodd

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02-Jul-2013 09:24

Triyards / Mid to long term - should be good.

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revisiting this neglected gem.. gd luck dyodd

TRIYARDS Holdings Limited, an offshore vessel fabrication and engineering solutions provider to the oil and gas industry, achieved a new milestone with its first ship repair work for its newly commissioned floating dock, the Lewek Hercules. The 1,554 dwt offshore supply vessel Mermaid Challenger is currently undergoing repair and maintenance work in TRIYARDS' 10,000MT floating dock which was converted from a load out barge. The Group has received several enquiries ever since the dock's commissioning in April and the Lewek Hercules already has another contract in its pipeline. (Closing price: 0.685, -1.439%)

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02-Jul-2013 09:03

SoundGlobal / Sound Global Ltd (formerly: Epure)

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i'll take the money that's on the table now..

few cents i can make elsewhere rather than waiting for an unknown date for the delisting to happen

time = money

gd luck dyodd

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01-Jul-2013 16:16

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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very good now 24.5

23.5 buyers are laughing to the bank..

gd luck dyodd

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01-Jul-2013 13:14

SoundGlobal / Sound Global Ltd (formerly: Epure)

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Potential delisting from SGX (DBS)
Potential delisting, cash exit offer of not less than
S$0.70/share. Sound Global announced that its Chairman,
Mr Wen, also the largest shareholder with 56.2% stake,
has issued a Letter of Intent to the Board to propose a
delisting from SGX while maintaining its primary listing on
HKSE (00967 HK). In connection with the possible
delisting, Mr Wen is offering cash of not less than S$0.70
per share.
Potential delisting on the SGX is subject to approvals from
authorities and shareholders. This delisting would require:
1) approvals from the authorities including SGX, HKSE, SSIC
and HK Securities and Futures Commission and others, 2)
approval of the Board and shareholders. The company
qualified that there is no certainty that the delisting will
occur.
Exit offer base price looks fair based on current state of
operations. In the past few quarters, revenue growth has
moderated despite orderbook hitting a record high of more
than Rmb3bn. The lower sales dragged down profit
growth, which was also impacted by significantly higher
interest expense due to the 11.875% senior note issue. The
offer base price of S$0.70 is 22.8% higher than last
transacted price of S$0.57. However, in PE terms, this
translates to 12.2x FY13F PE, still below historical mean of
13.5x PE.
Delisting effort could be long drawn. It has been over two
years since China Animal Healthcare made a similar
delisting proposal in Oct 2011. From this, we feel that
SGL’s delisting attempt could be equally protracted. Share
price could spike on kneejerk reaction to this news but

fundamentally, there is no change to our view on SGL’s

operations and earnings forecast.

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01-Jul-2013 10:29

SoundGlobal / Sound Global Ltd (formerly: Epure)

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Huat ah!!! congrats to those who rode the water trend

Sound Global announced that its chairman Mr Wen, also

largest shareholder with 56.2% stake, has issued a Letter

of Intent to the board to propose a delisting from SGX

while maintaining its primary listing of HKSE (00967 HK).

In connection with the possible delisting, Mr Wen has

offered cash of not less than S$0.70 per share. Exit offer

base price looks fair on current state of operations. The

offer base price of S$0.70 is 22.8% higher than last

transacted price of S$0.57. However, in PE terms, this

translates to 12.2x FY13F PE, still below historical mean of

13.5x PE. Share price could spike on reaction to this news

but fundamentally, there is no change to our view on

SGL’s operations and earnings forecast.

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01-Jul-2013 10:27

China Minzhong / China Minzhong Food forum

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Sinogrand up 15c or 12% rise..

hope minzhong & yamada can ketchup as well!

gd luck dyodd

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