ShareJunction - Member Posts

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But hear-say, Hon Hai is in good favour to HP.

After all, maybe Hon Hai factory & industries are at China, Malaysia, etc region. Furthermore printer products are considered as low end products.

N to profit more, i believe HP preference will be to look out at players that operate actively in oversea region like China, Malaysia, etc (that is cheaper in cost in design & build).

For Venture, surprisely heard that its printer projects involvement still very much active in Singapore after so many years.

lucky168 ( Date: 14-Dec-2009 13:59) Posted:

Comparing Venture to Chartered is as good as comparing apples to oranges. Please be careful what you use for analysis. Venture is in the EMS industry and its competitors are in the likes of Hon Hai Precision Industries (Foxconn), Flextronics, Celestica, Sanmina-SCI, Jabil, Elcoteq, Benchmark Electronics,Mara Technologies, Kimball Electronics Group,etc. Venture stands out tall & high among these players that it had maintained profitability since listed, as compared to some competitors who are in the red.

PS: Chartered had never been in profitability (ok ok maybe 1 or 2 quarters only) & had been bleeding in red all these years and lagging behind in technology behind the 2 Taiwan giants TSMC, UMC....

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Btw to conclude, the recent recovery seen in Singapore looks quite positive for NOL.

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Anyway let monitor n see how things goes.

Cheers.

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Emm I think likewise. As long as economy start to pick up, NOL (container shipping) will recover n pick up first.

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Its time will come, need to be patience fr this one.

When it recover, above $2 is not a problem also.

Cheers.

soloman ( Date: 12-Dec-2009 19:53) Posted:

THIS STOCK SEEMS TO GO DOWNTREND FROM$1.98 TO $1.51

THE SLIDE IS STILL GOING ON ............................

WONDER WHY ?????????????????????

IS IT JUST PROFIT FORECAST BAD ??????????????????????????

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oooo no, see wrongly. Emm though citi is opting for buy on Keppel land.

Anyway im positive on Keppel land. Current BUY call is more than sell. If not wrong, this is the only one.

IR resort revenue will make them a pile of profit. N including oversea projects, their prospect look good.

Still VESTED with CONFIDENT.

Cheers

dealer0168 ( Date: 11-Dec-2009 22:38) Posted:

Remaining news from below article that was missed out:

Specifically, Citigroup is predicting:

“The STI will likely edge higher in early 2010, driven by a synchronized global recovery, inventory restocking and continued accommodative fiscal and monetary policies.

”Opening of the two integrated resorts (Marina Bay Sands & Resorts World), a strategic February budget (reflecting outcome of Economic Strategies Committees) and possible early elections are potential catalysts.

“But the STI rally may stall from mid 2010 as monetary tightening starts, fiscal stimulus fades and inventory restocking ends.

”The scope, scale and synchronized nature of global stimulus withdrawal next year would probably be unprecedented.”

It is underweight on property developers and land transport; and neutral on telcos, media and REITS.

Its top sell recommendations are Keppel Land, CCT and STX Pan Ocean.

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Ooo, guess u vested alot in dry bulk shipping counter. Anyway, NOL should be on way to recover as i mentioned in previous forum.

Hope im right. So is citigp. Cheers.

grandmaster89 ( Date: 11-Dec-2009 22:49) Posted:

Strange - Why buy NOL and sell STX PO LOL?????

Personally, I rather invest in a dry bulk shipping counter - Mercator. Commodities is still in hot demand unlike electronics, cars or equipments. This is why most dry bulk shippers are still PROFITABLE!

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Remaining news from below article that was missed out:

Specifically, Citigroup is predicting:

“The STI will likely edge higher in early 2010, driven by a synchronized global recovery, inventory restocking and continued accommodative fiscal and monetary policies.

”Opening of the two integrated resorts (Marina Bay Sands & Resorts World), a strategic February budget (reflecting outcome of Economic Strategies Committees) and possible early elections are potential catalysts.

“But the STI rally may stall from mid 2010 as monetary tightening starts, fiscal stimulus fades and inventory restocking ends.

”The scope, scale and synchronized nature of global stimulus withdrawal next year would probably be unprecedented.”

It is underweight on property developers and land transport; and neutral on telcos, media and REITS.

Its top sell recommendations are Keppel Land, CCT and STX Pan Ocean.

x 0

Remaining news from below article that was missed out:

Specifically, Citigroup is predicting:

“The STI will likely edge higher in early 2010, driven by a synchronized global recovery, inventory restocking and continued accommodative fiscal and monetary policies.

”Opening of the two integrated resorts (Marina Bay Sands & Resorts World), a strategic February budget (reflecting outcome of Economic Strategies Committees) and possible early elections are potential catalysts.

“But the STI rally may stall from mid 2010 as monetary tightening starts, fiscal stimulus fades and inventory restocking ends.

”The scope, scale and synchronized nature of global stimulus withdrawal next year would probably be unprecedented.”

It is underweight on property developers and land transport; and neutral on telcos, media and REITS.

Its top sell recommendations are Keppel Land, CCT and STX Pan Ocean.

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TAKE NOTE

CITIGROUP SAYS: Overweight financials, marine, healthcare in 2010

Written by NextInsight Team

Friday, 11 December 2009

“The STI will likely edge higher in early 2010, driven by a synchronized global recovery, inventory restocking and continued accommodative fiscal and monetary policies.

”Opening of the two integrated resorts (Marina Bay Sands & Resorts World), a strategic February budget (reflecting outcome of Economic Strategies Committees) and possible early elections are potential catalysts.

“But the STI rally may stall from mid 2010 as monetary tightening starts, fiscal stimulus fades and inventory restocking ends.

”The scope, scale and synchronized nature of global stimulus withdrawal next year would probably be unprecedented.”

It is underweight on property developers and land transport; and neutral on telcos, media and REITS.

Its top sell recommendations are Keppel Land, CCT and STX Pan Ocean.

Citigroup has a target price of S$14.06 on DBS.

FOR 2010, Citigroup analysts Chua Hak Bin and Ivan Lim recommend overweighting financials, offshore marine and healthcare.

The foreign broker’s top buy calls are DBS, UOB, SGX, Keppel, NOL, ST Engineering, Parkway and AREIT.

Its target for the STI is 3,250, based on 1.78 X price to book in 2010, or a modest upside of about 15%.

Should Singapore’s GDP growth exceed its current estimates of 6.5% for 2010 by two percentage points (8%), Citigroup believes that the bull-run will continue.

Specifically, Citigroup is predicting:

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TAKE NOTE:

CITIGROUP SAYS: Overweight financials, marine, healthcare in 2010

Written by NextInsight Team

Friday, 11 December 2009

“The STI will likely edge higher in early 2010, driven by a synchronized global recovery, inventory restocking and continued accommodative fiscal and monetary policies.

”Opening of the two integrated resorts (Marina Bay Sands & Resorts World), a strategic February budget (reflecting outcome of Economic Strategies Committees) and possible early elections are potential catalysts.

“But the STI rally may stall from mid 2010 as monetary tightening starts, fiscal stimulus fades and inventory restocking ends.

”The scope, scale and synchronized nature of global stimulus withdrawal next year would probably be unprecedented.”

It is underweight on property developers and land transport; and neutral on telcos, media and REITS.

Its top sell recommendations are Keppel Land, CCT and STX Pan Ocean.

Citigroup has a target price of S$14.06 on DBS.

FOR 2010, Citigroup analysts Chua Hak Bin and Ivan Lim recommend overweighting financials, offshore marine and healthcare.

The foreign broker’s top buy calls are DBS, UOB, SGX, Keppel, NOL, ST Engineering, Parkway and AREIT.

Its target for the STI is 3,250, based on 1.78 X price to book in 2010, or a modest upside of about 15%.

Should Singapore’s GDP growth exceed its current estimates of 6.5% for 2010 by two percentage points (8%), Citigroup believes that the bull-run will continue.

Specifically, Citigroup is predicting:

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Its record high is above $3. Current price still looks cheap..............

Moreover if capitalmallasia move higher Up, it may help propel CapitalRChina high Up as well..............

Cheers.

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it is a good path forward fr company to do dual listing. I am waiting forward to see an improvement UP in its share value.

Cheers.

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U mean our Maptech share will merge: 6 share bcome one also. (based on yr statement lesser share)

That i don't thk so.

So pls elaborate.........

Thanks!

ekekeg ( Date: 11-Dec-2009 11:33) Posted:

Once approved by the Taiwanese authorities, 228 million shares will be "converted" to 38 million TDRs (present 6 shares to one) and our SGX may have lesser shares to trade. Supply and demand comes into the play, so shares likely to move up owing to 2 factors, one: lesser shares, and two foreign play.

I become vested this morning. Cheers.

jm2212 ( Date: 11-Dec-2009 10:39) Posted:

good..... for speculation only, business wise so so

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Ya, n Venture seem still too dependant on printer sale. Which is actually not too good.

ongkk96 ( Date: 10-Dec-2009 10:09) Posted:

when HP relocate, venture to lose all the business with them?

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This one a good FA stock. No worry.... ai zai.

Cheers.

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Ooo that may happen only when Genting SP open next year...

Cheers.

dealer0168 ( Date: 10-Dec-2009 23:13) Posted:

Hehehe Dubai lord may come to Genting SP to recoup some of their recent lost....maybe

iPunter ( Date: 08-Dec-2009 16:25) Posted:

If the Dubai lords are coming for a game or two after buying all their horses, it may Chiong Aaaaarrrrhhhh!!!"... Smiley

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Hehehe Dubai lord may come to Genting SP to recoup some of their recent lost....maybe

iPunter ( Date: 08-Dec-2009 16:25) Posted:

If the Dubai lords are coming for a game or two after buying all their horses, it may Chiong Aaaaarrrrhhhh!!!"... Smiley

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The IR project they involved in will definately be a good revenue for them. N add on to their oversea project prospect,........ooo this one worth more than current value.

A good long term investment stock. Above $5 should not be a problem in near future.............

Cheers.

sureesh40 ( Date: 08-Dec-2009 09:43) Posted:

I suppose it would take time for their overseas projects such as the eco-city project in China to add revenue growth to their company.

Maybe have to wait another couple of years to reach $6.50.

I am willing to wait. This used to be a $9 plus counter. But that was at the property boom peak. Hopefully another property boom will come again. It usually does.

hanwudi ( Date: 04-Dec-2009 00:10) Posted:

Price will continue to move upwards at least till Jan 10. Their Singapore devt is definitely a success with their devt located close to both IRs. Hold tight. $4 is reachable by end 2009. $6.50 may be a bit optismistic, but depends on their Tianjin devt and overseas devt, if it is sucessful; then may break towards $6.50.

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May be good news on success in dual listing at Taiwan. Let see.

Cheers.