ShareJunction - Member Posts

Back

Latest Posts By yipyip - Master

About yipyip

First < Newer 761-780 of 807 Older> Last

28-Sep-2007 16:45	China Mining / Rising "SUN -- Sunshine ? (China Based Prop. Comp) Go to Message
x 0 x 0	Good counter + Mgnt team.
Good Post Bad Post
25-Sep-2007 22:13	Courage Marine / Courage Marine--- A courageous play Go to Message
x 0 x 0	Latest News update.... The Business Times September 25, 2007, 8.51 pm (Singapore time) Courage Marine bullish as shipping booms SINGAPORE - Singapore-listed Courage Marine expects to post record results for this year, thanks to a boom in shipping freight rates, but the firm is cautious about expanding, its chairman told Reuters on Tuesday. The shipping firm's Taiwan-based chairman Hsu Chih-Chien said net profit for the second half of 2007 should be better than the US$20 million posted for the first half, and it plans to spend US$60 million to add three new ships within a year to its fleet. 'Sixty per cent of our ships are based on spot rates, so we have enjoyed this boom to the absolute fullest,' Mr Hsu told Reuters in an interview on the sidelines of an industry conference in Singapore. He said that China's infrastructure and construction boom would sustain a rally in freight rates in the next few years, and drive demand for the company's existing fleet of 10 bulk carriers, which transport mainly iron ore, coal and cement. The Baltic Dry Index - which charts rates for seaborne trade of commodities like iron ore, cement, and grains - has hit regular record highs in the past month and more than doubled this year, lifted by China and India's roaring growth. Courage Marine, which has a market cap of US$274 million, reported a net profit of US$20.1 million for the first half to June 2007, while full-year earnings for 2006 were US$27.8 million. 'We have no debt and several lines of credit that we have not used, so there won't be a problem financing our fleet expansion,' Mr Hsu said. The company competes with other operators of bulk carrier fleets like Pacific Basin Shipping, Precious Shipping, and Jinhui Shipping and Transportation. Despite its plans to buy three ships, Mr Hsu said Courage Marine prefers to be more cautious than other shipping firms that have aggressively expanded their fleet this year. 'We have experienced the roller-coaster of the industry and how bad it can get in a downturn, so we prefer to be rather conservative in expansion,' he said. He added that the company has a bigger risk appetite on the volatile spot market - where ships are leased out on short terms of three months or less, and thus subject to frequent rate changes. 'To us, the spot market is gambling with loose change. 'Whereas if we make a mistake with a ship acquisition, we're gambling with big bills,' he said. He said the risks of being exposed to the spot market were mitigated by long-term relationships with some of its major customers, such as state-linked companies like China Coal Energy and Taiwan's Formosa Plastics. -- REUTERS
Good Post Bad Post
25-Sep-2007 07:54	Courage Marine / Courage Marine--- A courageous play Go to Message
x 0 x 0	Twin Dragon Fly Doji T T
Good Post Bad Post
23-Sep-2007 00:57	Courage Marine / Courage Marine--- A courageous play Go to Message
x 0 x 0	Hi rogue_trader, your est (posted 8/jun/2006) was in-line actual performance, any view for this counter in the next 6 mth? thks
Good Post Bad Post
21-Sep-2007 14:14	Courage Marine / Courage Marine--- A courageous play Go to Message
x 0 x 0	TP$0.48 from Phillip research dated 6Aug07, and TP $0.48 from DMG & Partners research dated 07Aug07 ( http://research.sgx.com/ - free sign on ) " Bullish outlook for dry freight services - Strong demand and booming economies around the region give a strong signal of vast potential that CMG could tap into.... and BDI level expected remain firm and on the rising ( Current Index level of approx 5300 is 90% higher than year ago) ..... PE of 9x and arrived at fair value of $0.48...The recent jittery market conditions offer opprtunity for accumulation on this counter."
Good Post Bad Post
19-Sep-2007 07:40	Hiap Seng / GOOD SHARES IS WORTH WAITING Go to Message
x 0 x 0	Today will go up...up...UP! TP 1.20 Stocks Soar After Fed's Bigger-Than-Expected Half-Point Cut in Interest Rates Dow +335.97 +2.51% Nasdaq +70.00 +2.71% S&P 500 +43.13 +2.92%
Good Post Bad Post
19-Sep-2007 07:34	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	This high yield bull will give a good run .. up...up...UP! Stocks Soar After Fed's Bigger-Than-Expected Half-Point Cut in Interest Rates Dow +335.97 +2.51% Nasdaq +70.00 +2.71% S&P 500 +43.13 +2.92%
Good Post Bad Post
17-Sep-2007 22:42	Hiap Seng / GOOD SHARES IS WORTH WAITING Go to Message
x 0 x 0	Worth to buy now 0.915~0.94? New TP 1.20 from Phillip Securities Research (13 Sep07) Previous close :S$0.900 Fair value :S$1.200 Initiate at fair value estimate of S$1.20. Our fair value estimate of S$1.20 implies a 33.33% potential upside. Our positive view is based on the management?s consistent efforts in the business and the Group?s exposure to the booming offshore and marine industry. Consistent revenue growth. Since FY2005, the Group?s revenue has been growing on an average of 62.97%. In view of the bullish oil and gas industry, the Group?s past track record and strong order book of approximately S$220 million, we are anticipating similar growth in FY2008 and FY2009. Bullish oil outlook. Oil prices have reached a six (6) year high (from 2001-2006), between the ranges of US$60-70 per barrel and prices continued to rise above US$70 per barrel in 2007. According to the Energy Information Administration (EIA), rising oil prices equate to higher margins and differentials. Hiap Seng serving the direct players in the industry like Exxon Mobil should be the next beneficiary in line............
Good Post Bad Post
16-Sep-2007 20:03	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	My est this week it shd move up to level 4.05~4.10. 14Sep07 M.Price: NAV(Company): Transpac $3.92 $4.69 (-16.42% discount to NAV) EPS: PE: Yield: $0.96 4.08 36.22%
Good Post Bad Post
11-Sep-2007 00:48	TIH / HOT STOCK TO BUY Go to Message
x 1 x 0	The Business Times- Published September 10, 2007 Buy stocks with good earnings, yields: analysts Recommendations include Reits, conglomerates, telcos, banks, SPH By MATTHEW PHAN IN THE wake of the market downturn and continued uncertainty due to the sub-prime crisis, analysts are urging investors to pick up stocks with strong, visible earnings and high yields. Among the locally listed companies the analysts recommend are business trusts and Reits, conglomerates, telecommunications firms, and even banks. And most appear to like Singapore Press Holdings. The recent selldown has 'thrown open more opportunities to invest in value stocks, especially those that have been on an uptrend until July 2007', said OCBC Investment Research's Carmen Lee in a report last week. 'One area we are focusing on now is higher-yielding stocks.' Ms Lee said several of the blue chips are still offering fairly good returns, based on OCBC's estimates. Among these are SPH, which at a price of $4.36 would give a projected dividend yield of 5.2 per cent. Another is ST Engineering, which OCBC expects to yield 4.6 per cent in dividends based on a price on $3.70, with projected earnings growth of 16 per cent. SPH closed at $4.34 last Friday, while ST Engineering closed at $3.80. In another report, Citigroup's Lim Jit Soon said that feedback from a marketing session in Hong Kong suggested investors are 'generally focusing on markets that have better earnings prospects'. Another emerging theme: 'avoiding companies with direct exposure to the US'. But while many investors agreed that the sub-prime crisis will continue to unwind, they were also hopeful that lower US interest rates - which another Citi report said is a distinct possibility and has been 'well-flagged' - might improve sentiment. Investors are looking to position themselves in sectors that might benefit sharply from lower US interest rates, with some looking towards Reits and other yield plays like SPH and Rickmers Maritime, said Mr Lim. Citi continues to recommend sectors with good earnings visibility. It has 'buy' calls on Singapore Telecommunications for its defensive cashflows in mature markets of Singapore and Australia, as well as organic subscriber growth in emerging markets in South-east Asia and India. Citi also likes DBS, which it said is trading below historical valuations. DBS's main risk from the sub-prime crisis is a fall in capital-market related fees, which formed 23 per cent of 1H07 revenues, it said. OCBC said market sentiment for trusts and funds is 'likely to stay muted' but at current prices they represent 'good opportunistic buys' as they have 'guaranteed payouts for the next 12-18 months'. It recommends Babcock & Brown Structured Finance, which it said has an 'assured yield of more than 10 per cent for 2008.' Another is 'yield gem' First Ship Lease Trust, which - based on a price of US$0.87 - is offering annualised half-year yields of over 10 per cent until 1H09. UOB Kay Hian also likes SPH for its high dividend yield, as well as AusGroup, Cosco and SembCorp Marine for high earnings growth, and OCBC for higher loan growth potential. Reits could be attractive if expectations of US monetary easing pan out, but banks are unlikely to outperform until third-quarter results are released, it said.
Good Post Bad Post
10-Sep-2007 01:48	LH / Not To Buy At All-Overhang of Shares Go to Message
x 0 x 0	Based on the B/S as at 1H/07, the NAV per share is -$0.1207 (Net asset value per ordinary share as at 30 June 2007 was calculated based on the weighted average number of shares in issue of 1,110,630,000. It sum up to -$134,053,041 in total NAV). Be careful...
Good Post Bad Post
09-Sep-2007 19:08	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	As at 7sept, update of TIH's investment portfolios, refer link below Overseas Union Enterprise Ltd OVES.SI (Singapore) - which it invested $31.8 million in 2006 at around $9 a share-est approx holding 3,530,000 number of shares-info from top11gm. Neo-Neon Holdings Ltd 1868.HK (Hong Kong) - The balance holding of 31mln shares (cost @S$1.3mln) are proceeding for sale. Semen Gresik Persero Tbk PT SMGR.JK (Jakarta) - Was bought at 2,000rupiah per share. Hang Fung Gold Technology Ltd 0870.HK (Hong Kong) Magician Industries (Holdings) Ltd 0526.HK (Hong Kong) IIN International Ltd 8128.HK (Hong Kong) AEM Holdings Ltd AEM.SI (Singapore) Hsu Fu Chi International Ltd HSFU.SI (Singapore)
Good Post Bad Post
07-Sep-2007 02:54	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Update as at 6 Sep'07, TIH still under value in view of its low PE and high Yield. Any comment? M.Price: NAV(Company): EPS: PE: Yield: Transpac $3.78 $4.69 (-19.40% discount to NAV) $0.96 3.94 37.57% VS Kim Eng $1.90 $1.5679 (+21.18% above to NAV) $0.09 21.11 8.95% UOB-Kay $2.08 $1.2345 (+68.49% above to NAV) $0.11 18.91 10.34% G.K.Goh $1.15 $1.2522 (-0.08% discount to NAV) $0.08 14.37 3.48%
Good Post Bad Post
06-Sep-2007 02:41	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Hi top11gm Announcement found. Thks
Good Post Bad Post
06-Sep-2007 02:18	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Hi pazzinov, My est. fair value is $4.90 Capital reduction exercise- "pay off any paid-up share capital which is in excess of the wants of the company,and may, if and so far as is necessary, alter its memorandum by reducing the amount of its share capital and of its shares accordingly" (TIH has determined that the current level of capital held by the Company is surplus to its requirements) Dividend will reduced retained earnings(which it can either be re-invested in the business, or it can be paid to the shareholders of the company) Good luck
Good Post Bad Post
06-Sep-2007 00:59	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Hi top11gm Thks for the update. I have no info or news about the divestment of Stratech, may i know how much is the net gain on disposal? BTW, do you have the link site of the news? Thks a lot.
Good Post Bad Post
05-Sep-2007 00:31	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Notice of Extraordinary General Meeting - The Proposed Capital Reduction and Cash Distribution
Good Post Bad Post
04-Sep-2007 22:06	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	Transpac's NAV @ $4.44, now trade @ ~$3.50 (almost 21.17% discount to NAVand very high Yield of 40.57%) Latest update of it portfolios has return to it position, refer link below Neo-Neon Holdings Ltd 1868.HK (Hong Kong) Hang Fung Gold Technology Ltd 0870.HK (Hong Kong) Magician Industries (Holdings) Ltd 0526.HK (Hong Kong) IIN International Ltd 8128.HK (Hong Kong) Semen Gresik Persero Tbk PT SMGR.JK (Jakarta) Stratech Systems Ltd SSYM.SI (Singapore) AEM Holdings Ltd AEM.SI (Singapore) Hsu Fu Chi International Ltd HSFU.SI (Singapore)
Good Post Bad Post
23-Aug-2007 02:22	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	As per half yr 07 P&L the gross profit for proceeds of Neo-Neon Holdings Limited (HK) was S$86.48mln. If the balance of 31mln shares sold by this year @ HK$12.00 = HK$372mln (S$72.8mln), the gross profit shd be S$71.5mln (less cost @ S$1.3mln). This portfolio may generate gross profit of S$157mln~S$180mln
Good Post Bad Post
22-Aug-2007 02:55	TIH / HOT STOCK TO BUY Go to Message
x 0 x 0	TIH's portfolio - Semen Gresik Persero Tbk PT SMGR.JK (Jakarta) now trading at 4,200~4,700rupiah was bought at 2,000rupiah. Up 110~135% from cost price.. http://finance.yahoo.com/q/bc?s=SMGR.JK&t=5d&l=on&z=m&q=l&c= (from channelnewasia forum) http://72.14.253.104/search?q=cache:Rd8esLhzVlgJ:forum.channelnewsasia.com/viewtopic.php%3Fp%3D1020845%26sid%3Db892d7ba57c3b94b7f3499e5a7eadc93+transpac+semen&hl=en&ct=clnk&cd=2
Good Post Bad Post

First < Newer 761-780 of 807 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.