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| 22-Feb-2011 23:35 |
Genting Sing
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Traders Lounge - Daily opportunities for everyone
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market reaction slightly over Today, the market showing a sharp decline in the trend of heavy volume. Surface morning news today, Middle East turmoil led to greater volatility in global markets, oil prices rose to a new high record for 2 years the domestic front, China Banking Regulatory Commission said it is monitoring on the use of four new tools for commercial banks to implement the new prudential framework for the drafting of guidance documents, and will soon be out of ā 5 brag Sui Huan Gong disadvantages ㄏ Tenth Picnic prostitute? - " Heavy Metal Pollution Integrated Control," second Five-Year " plan" recently by the State Council officially approved. Today, both morning Stock Index opened slightly higher, stock index hit a 2944 high of this rally point, then the market showing a downward trend Zhu Bo, is heavy volume sell into the late, closing the fall of 2900 when the stock index points. Decline in the market today is obviously subject to factors outside the disk burst stimulation, the market response to slightly over-estimated relatively limited room for downward adjustment in the stock market index is expected to gradually stabilize bottom. Recently, Libya and other Middle Eastern countries as tensions, oil prices, gold prices soared, investors worried about future global economic recovery, leading to widespread European and Asian countries the market fell sharply, and then make the A-share market has been clobbered. But from a historical point of view, the precipitating factors that are often more short-term impact on the market will form a larger moment of impact, when the situation eased back to the original index in turn is driven by economic growth trends among the running . So, for today's adjustments, do not panic too much. To look at, or relatively stable domestic environment, the recent regulation of the domestic property market conditions in major cities have been put forward, greatly strengthening the real estate control results, before and after the policy is expected to face two sessions will be mainly the implementation of existing regulatory policies, the introduction of more stringent regulation policy is unlikely. After today's plunge in the short term, no real estate heavyweights have dropped down, and if they can effectively stabilized and stabilized market focus, followed by other small and medium market segment is expected a strong rebound, in this case, the index will be difficult to appear more substantial adjustments. |
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| 15-Feb-2011 23:04 |
Genting Sing
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Traders Lounge - Daily opportunities for everyone
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With the market short-term " negative" factors gradually digest the recent strong rebound in chnia A shares, market sentiment has turned warm. In the majority of fund investment research team view, the economic recovery is well established, at the bottom of the economic recovery in the environment, the overly bearish market may be more risk. Morgan Stanley Huaxin Ji Kim, a fund manager believes that the current trend of the main factors influencing the market in the following areas: 1, the market worried about high inflation environment, the tightening of monetary policy is always in the state, market, liquidity constraints trends 2, to control inflation, strengthen the management policy tightening may make the economic growth of just bottoming mortality 3, there may be substantial outflow of international capital in emerging economies, thus making these countries the capital market down trend. In response to these problems, the fund manager said: January early release credit really fast, making late credit tightening, that some customers can not get the credit quality of the phenomenon of money and capital market strongly expected tightening of credit, private interest even high, the phenomenon of the formation of tight liquidity. But with the market expectations of monetary policy and monetary policy to gradually fulfill the rationalization, capital and is expected to continue to improve. Therefore, over concerns about tightening liquidity undesirable. In addition, after entering in January, added value and there signs of bottoming, that a new economic cycle begins to gradually appear. In general, the macro-control is the reverse cycle, behavior, and to sacrifice economic growth to control inflation, is unworthy behavior. Management measures are most likely to be taken to maintain steady economic growth in the environment, the control of a relatively modest level of inflation. The fund manager believes that the current market value at the bottom of the region, the formation of relevant policies on the market disturbance factors, in some policies, the need to look at the effects of policies, the market may look for trends in the direction of a process. However, at the bottom of the economic recovery in the environment, too bearish on the market may be more risk. Therefore, reduction in the appropriate position on the operating under the premise of the theme in some investments and root stocks is more appropriate investment strategy. In the days of fund investment management governance Wei Gong, director of view, the macro-economic recovery is indeed very clear, but the extent of the recovery has yet to be consolidated, the policy must point out the economic recovery in the level of management for future heart bottom. In addition, the main features of industrial upgrading and economic macro-control policy to stimulate the withdrawal is to determine the policy direction, in the past that rely mainly on GDP, investment-led growth will change. Meanwhile, 2011 game between the macroeconomic and policy in 2010 will continue the trend, rather dialectical philosophical meaning - " macro-economic overheating, higher than expected and may lead to cooling control policy the other hand, macro data transfer not necessarily good or bad, the policy will be more support for the above. " between economic growth and policy," you into my back " will dominate the 2011 investment. |
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| 10-Feb-2011 00:41 |
Genting Sing
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Traders Lounge - Daily opportunities for everyone
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Genting Singapore Plc S$2.09 Target: S$2.70 OUTPERFORM Maintained Riding strong into FY11 Mkt.Cap: S$25,458m/US$19,990m FY10 results preview Maintain Outperform. We tweak our FY10 net profit forecast after factoring in lower gross gaming revenue (GGR) following Marina Bay Sands’ 4Q10 weaker-thanexpected GGR growth (on the back of a 20% qoq decline in VIP rolling). We still expect Genting Singapore to clock in S$378m EBITDA for 4Q. We keep our FY11-12 GGR assumptions as we expect the opening of new attractions at Resorts World to draw more visitors, in turn bumping up its casino patronage. GS remains an OUTPERFORM with an unchanged SOP-based target price of S$2.70. We expect stock catalysts from: 1) a speedier ramp-up of its operations 2) the licensing of junket operators and 3) sustained leadership of the gaming pie in Singapore, now estimated at S$4.7bn, down 3% from our original assumption. Comments EBITDA up 9% qoq. GS is expected to report FY10 earnings on 22 Feb. After our earnings revision, we estimate a 4Q10 core net profit of S$230m, up 22% qoq as seasonal strength should be offset by: 1) lower VIP rolling given the decline in MBS’s VIP segment and 2) higher operating costs associated with the opening of new attractions and other facilities at Resorts World. Nevertheless, we expect 4Q EBITDA margin to improve 4% pts qoq to 46% as the VIP luck factor should be above its theoretical level of 2.85% in 3Q10. Our 4Q EBITDA forecast is S$378m. Strong mass-market appeal. We expect Resorts World to draw more visitors in 2011 with the opening of new attractions at Universal Studio Singapore. These include Journey Madagascar (by mid-2011) and Transformers (by 3Q-2011). Battlestar Gallactica would also be up-and-running again sometime in mid-February. The park now has a daily visitor cap of 8,000. With the opening of more attractions, management expects to lift the cap to 18,000 by end-2011, before raising it to 25,000 by 2012. In addition to Universal Studio, Resorts World will have three new attractions in the West Zone: a maritime ‘Xperiential Museum’, the Equarius Water Park and a marine life park, which will open in stages from mid-2011 to 2012. With the opening of these attractions, we expect visitors to jump in 2011, which in turn could translate into higher casino patronage and casino revenue. As such, we believe there is upside to our FY11-12 daily-visitor projections of 12,730 and 15,300 respectively for Universal Studio. Pent-up demand to enlarge gaming pie in 2011-12. While we cut our FY10 gamingpie assumption by 3% to S$4.7bn, we are keeping our FY11-12 GGR assumptions of S$6.7bn and S$8.5bn respectively. We believe the 43% GGR growth in 2011 is achievable under: 1) pent-up demand for gaming and high-end entertainment in South-East Asia 2) the first full year of contributions from the two IRs and 3) a continued ramp-up of operations at Resorts World. Our earnings estimates are at the lower boundary of the S$6.5bn-8.5bn range estimated by the market. With upside potential from junkets. Upside to our numbers is possible from the licensing of junket operators and also if Resorts World can maintain its market leadership over a longer period. Our S$6.7bn estimate implies that MBS would catch up to muster 43% of the gaming market in 2011 from 35-40% now. But judging by RWS’s execution so far, RWS could in fact fare better if MBS were slow to catch up. Our sensitivity analysis shows that for every 1%-pt increase in RWS’s market share from our base case, our FY11-12 earnings could be lifted by up to 2%. http://www.remisiers.org/cms_images/Genting-0902111.pdf |
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| 07-Feb-2011 18:38 |
Genting Sing
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GenSp starts to move up again
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GENTING SINGAPORE • Q4 results from Las Vegas Sands (swing to a US$273 mln profit from a US$114 mln loss a year ago, thanks to a strong showing in Singapore* and Macau) should give Genting shares a boost. *Marina Bay Sands’ pretax profit rose 26.4% q-o-q to US$305.8 mln, representing 41% of group total of US$738.9 mln. Indeed, profit in December alone was US$110 mln. • At recent low of $2.00 last Monday Jan 31st, Genting’s share price had fallen 35 cents or 15% from the record high on Nov 9th of $2.35. • The trigger was the disappointing Q3, when profit of S$182.08 mln was not as robust as Q2’s S$396.52 mln. • Technically, Genting remains a BUY having held up well above the $2 roundophobia level. • Genting is likely to release Q4 results this Thursday Feb 10th, given results for the preceding 3 quarters were all released on Thursdays before mid-month. http://www.remisiers.org/cms_images/Daily_Review_LT-070211.pdf |
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| 05-Feb-2011 12:09 |
Genting Sing
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GenSp starts to move up again
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Ahead of the Bell: Las Vegas SandsNEW YORK - An analyst raised his price target for Las Vegas Sands Corp. on Friday, saying there is a near-term buying opportunity as the casino operator ramps up in Singapore and likely sees continued strength in Macau. Late Thursday the Sheldon Adelson-led Las Vegas Sands reported that it returned to a fourth-quarter profit, helped by surging revenue in Macau and Singpore. Macau is the only place in China where gambling is legal. Las Vegas Sands opened the Marina Bay Sands in Singapore in April. JPMorgan's Joseph Greff said in a client note that Marina Bay Sands had a bigger-than-expected sequential drop in VIP volumes, but cautioned investors not to read too much into it. " The property is relatively new, seasonality is unknown and this probably led to aggressive VIP volume forecasting," he wrote. Greff said he was impressed with Marina Bay Sands' strong sequential improvements in mass market volumes and slot volumes, which carry higher margins than the VIP segment. The analyst raised Las Vegas Sands' price target to US$56 from US$55. He maintained an " Overweight" rating for the Las Vegas company. GENTING SP is $ 2.13 |
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| 05-Feb-2011 11:59 |
Genting Sing
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GenSp starts to move up again
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Singapore Hot Stocks-Genting Singapore up on improved Q4 outlook
SINGAPORE, Feb 2 (Reuters) - Shares of casino operator Genting Singapore rose as much as 3.4 percent on Wednesday on hopes it will post better fourth quarter result compared to the previous quarter. At 0313 GMT, Genting Singapore shares were up 2.9 percent at S$2.11 on a volume of 48.9 million shares traded. Genting Singapore said its Resorts World at Sentosa casino resort contributed EBITDA of S$346.5 million ($272.7 million) in its third quarter, down from S$503.5 million in the second quarter amid competition from Las Vegas Sands' newly opened Marina Bay Sands. EBITDA refers to earnings before interest, taxes, depreciation and amortisation. Genting Singapore's fourth quarter result is expected to be released in late February. " Their share price has come down a fair bit, so not surprisingly people go bottom-fishing... One concern was that their fourth quarter result was going to be uninspiring because of the cannibalisation from Marina Bay Sands," said Joseph Wong, an analyst at CIMB Research. " But during holidays they are pulling in a lot of families and there is expectation of the opening of more attractions in 2011," he said. ($1 = 1.271 Singapore Dollars) (Reporting by Eveline Danubrata Editing by Kevin Lim) Keywords: SINGAPORE MARKET STOCKS/GENTINGSINGAPORE (eveline.danubrata@thomsonreuters.com)(+65 6403 5669)(Reuters Messaging: eveline.danubrata.reuters.com@reuters.net) COPYRIGHT Copyright Thomson Reuters 2011. All rights reserved. |
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| 14-Nov-2010 14:59 |
Genting Sing
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GenSp starts to move up again
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Ministry of Finance raised stamp duty on rumors denied 财政部否认上调印花税传闻Sina Finance News on November 12 afternoon news by market rumors and other factors increase the stamp duty burden, Shanghai and Shenzhen stock markets plunged today emergence, the Shanghai index fell an important psychological barrier of 3,000 points. In this regard, Sina Finance stakeholders from the Treasury Department that will not increase the stamp duty. Renmin University of China Wu Xiaoqiu Finance and Securities Institute of Finance said on Sina, then adjust the stamp duty "does not make sense." He believes that, first of all, the market itself is not a problem, but also the phenomenon does not appear unreasonable, running is still healthy. Second, the adjustment is to increase revenue stamp it? Adjust the stamp duty should not be used as a means of increasing revenue. Finally, the need to develop the capital market itself, needs a stable tax environment, which is the most important capital market development environments. Stamp duty on securities trading market rumors will soon rise, the market panic selling. Affected by this, both stock markets opened lower today, the Shanghai index more than 5% appeared in the huge decline in 14 months, the biggest one-day drop, while the Shenzhen Component Index also drop nearly 7%. View from the plate, all the industry sector has shown a decline of more than 3%. Among them, the general machinery, metals, food and beverage, metal products, chemical products, such as the date of the overall decline in the top plate. (Super Yan from Beijing) For Genting Sp show support $2.00 - resistance $2.35 $ 1.86 is over. Next week Genting will be up up and up back and test $2.36 |
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| 11-Nov-2010 23:21 |
Genting Sing
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GenSp starts to move up again
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Genting's SP Mr Lim as saying the project, which cost S$6.6 billion. Genting Singapore earned a net profit of S$397 million in 2 quarter. Genting Singapore earned a net profit of S$188 million in its 3 quarter. Total revenue in the third quarter jumped to S$744 million S$979 million in the second quarter How long Genting Singapore need to make S$6.6 billion. S$ 3.97 B + S$ 1.88 B = S$ 5.85 Bilion http://www.channelnewsasia.com/stories/corporatenews/view/1016263/1/.html 1 year ? 1 .5 year ? or 2 year ? Good for Long terms Investment Next Quarter TP S$ 3 |
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| 11-Nov-2010 23:18 |
Genting Sing
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GenSp starts to move up again
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Genting's SP Mr Lim as saying the project, which cost S$6.6 billion. Genting Singapore earned a net profit of S$397 million in 2 quarter. Genting Singapore earned a net profit of S$188 million in its 3 quarter. Total revenue in the third quarter jumped to S$744 million S$979 million in the second quarter How long Genting Singapore need to make S$6.6 billion. S$ 3.97 B + S$ 1.88 B = S$ 5.85 Bilion 1 year ? 1 .5 year ? or 2 year ? Good for Long terms Investment Next Quarter TP S$ 3 |
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| 30-Sep-2010 10:01 |
SoundGlobal
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Sound Global Ltd (formerly: Epure)
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OPEN PRICE AT HONG KONG fROM HK $5.45 = s0.93 |
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| 30-Sep-2010 09:59 |
SoundGlobal
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Sound Global Ltd (formerly: Epure)
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OPEN PRICE AT HONG KONG HK$6.8 = s$1.15 |
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| 30-Sep-2010 09:23 |
SoundGlobal
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Sound Global Ltd (formerly: Epure)
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Today Only sound Global Listing in hong kong. TG Hk$8-9 |
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| 08-Sep-2010 21:38 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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揚子江TDR掛牌首日 飆漲停
中國第1大民營造船廠揚子江船業TDR(台灣存託憑證)今天正式掛牌，上市首日氣勢如虹，直接跳空至漲停價新台幣20.1元，收盤排隊追價買單達30餘萬張。 揚子江是第一家典型的大陸企業來台以TDR掛牌，甚受市場矚目。揚子江此次來台預計發行2.4億個存託憑證單位，每2單位TDR表彰原股1股，TDR發行價格為新台幣18.8元，發行總金額為新台幣45億元。 揚子江董事長任元林昨天出席法人說明會時表示，台灣是航運的大市場，擁有長榮海運、陽明海運等航商，這次來台上市可增加揚子江船業的知名度；未來希望與台灣的船廠合作，在兩岸簽署ECFA(兩岸經濟協議)後共同創造雙贏。 目前揚子江船業已簽有台塑海運4艘9.25萬噸超巴拿馬型船訂單。 揚子江船業去年營收、稅後盈餘分別達人民幣106億元、22.9億元，每股稅後盈餘（EPS）人民幣0.63元，市值與獲利為新加坡掛牌紅籌股之首。 揚子江船業今年上半年營收人民幣57.5億元、年增25% ，稅後獲利人民幣13.87億元、年增27%，EPS為人民幣0.38元。 揚子江船業去年船舶完工量為193.4萬載重噸，今年上半年已交船22艘，今年預計交船48艘。截至今年 7月中旬，訂單有121艘船舶、達50.73億美元。990908 |
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| 08-Sep-2010 21:28 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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News from taiwan Long-silent TDR market , this attempt to start another boom , China's fourth largest market value and profitability are ranked first in the Singapore -listed red chips in the Yangtze River shipping industry TDR (911609), today (8 ) 18.8 yuan per share on a formal Listed on the domestic first file " Long -chip stocks , " which opened to 20.1 yuan limit- lock , rose 1.3 yuan to buy a daily limit of the number of commission up to 267,700 , the performance of Fujian Province. Yangtze River shipping industry Ren Yuanlin chairman , said the company has developed five-year plan to create " the best shipyard in China "as the pursuit of goals , adhere to the ship -based , deepen the shipbuilding industry chain integration , rushing into the ship dismantling, ship Repair and conversion , marine engineering business, upgrade the Yangtze River shipping industry brand and business value. Yangtze River shipping industry, last year delivered 40 vessels to drive revenue growth of 44% over NT 49.27 billion yuan , profit rose 45 % to 10.7 billion Taiwan dollars . The first half of this year sales and earnings continued to grow 25% and 27% , respectively, at 27 billion yuan and 65 billion to scale new high since listing . Company recently received orders for 28 new ships , plus the original 124 worth 5.23 billion dollars in orders in hand of view, corporate forecasts of the company out , year after sales and earnings are still 2 more than the median Growth, growth with the global shipbuilding industry, Yong Guan . Market analysis , the shipbuilding boom about three years behind the shipping industry , container freight rates in the market reached its peak from 2007 to 2008 , bulk market also peaked in 2008 , Response to the shipbuilding industry should fall to around 2010 to 2011 , and the market generally optimistic about 2012 containers, bulk economy , estimated in the past deferred , new shipbuilding orders will be out the door , the shipyard is expected to benefit . Yangtze River 's shipping industry , including the Yangtze River Yangtze shipyards and shipbuilding two new subsidiaries , the Group has 1,200 meters along the Yangtze River and the deep-water coastline of 800 meters long , 10 -ton dry dock 2 , and 5 -ton berth 2 , 3 ton and 1.5 ton berth each one , the current annual production capacity of a total weight of 2.287 million DWT and 860,000 compensated gross tonnage of the ship ; in new plant capacity is gradually released , with the latest acquisition of long- Bo shipbuilding After accession , the Group 1 annual production capacity of up to 120 gross tonnage amendment . Yangtze River shipyard which produced 50,000 tons below the rank of major dry bulk carriers , container ships with 3000 TEU the following main new Yangzi Shipbuilding , after put into operation in 2008 , also has the capacity to produce 100,000 tons -class ships . |
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| 08-Sep-2010 21:01 |
YZJ Shipbldg SGD
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Cruising with the ship ..Yangzijiang
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Today Yangzijang Taipei trading opened at TS $ 20.10 from TS$ 18.80 UP 10 % Due to Taiwan Limitd 10 % per trading day . so Tomorrow will be another 10 % = TS$20.10 + 2.01 = TS$22.11 /24 = S$ 0.92125 X2 = S$ 1.84 Massive orders flowing in • Won US$915m new orders for 28 vessels, including options. • Raised FY10 order win assumption from US$600m to US$1.1bn. • Reiterate our contrarian view that earnings will continue to grow - expect 2-year CAGR of 15% in FY10- 11. • A solid yard transforming into a shipbuilding conglomerate. Buy, TP raised to S$2.05, 32% upside. https://www.dbsvonline.com/DBSVReport/2010/08/20100831140337_yzj310810.pdf?SessionID=51B4C7DEB371F920904B595F63BD9652&RefNo=35318&AccountNum=11616292071&Alternate=&Level=Trading&ResidentType=Singapore |
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| 13-Aug-2010 12:04 |
SoundGlobal
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Sound Global Ltd (formerly: Epure)
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Genting Volume 478,000 is too high , profit taking, today is 13 Aug Friday Afternoon, may go down becarefull |
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| 07-Aug-2010 23:00 |
China Env
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CHINA ENVIRONMENT: 50-ct price target & 72% upside
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| 02-Aug-2010 10:50 |
Mermaid Maritime
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Mermaid
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Cosco up YANGZIJIANG up kepcorp up Next will be This baby |
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| 23-Jun-2010 15:55 |
China Env
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ChinaEnv Set To Rebound TP 0.70
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I think Chinaenv got the new project |
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| 26-Apr-2010 12:14 |
Baker Technology
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It's time to rebound ????
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Tjen YZI had to Buy Both SEMBCORP MARINE LTD 85% of PPL and baker 15 % of PPL. |
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