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8telecom: Victorian's2nd recovery rally pick Post Reply Rate topic
lawcheemeng Master	23-Apr-2010 23:22        lawcheemeng About Contact  Quote this Post! Style: Combined   Mood: Yells: "fly me to the mooon"
x 0   x 0  Alert Admin	FRom a small workshop in the eastern coast of china,8Telecom has grown from strength to strength to become one of the largest producers of grid-type telecommunication pipes in china with a presence across 23 provinces. With its focus on technology development, the Group has successfully built one of the largest product patents in the industry with 40 patents to date.  hooohooo! something did know unitl now......With our strong ties to the three domestic carriers- China Telecom , China Mobile and China Unicom - 8Telecom is poised to ride high on the growing investment in 3G related assets in the country. This is also quote is from the latest annual report.............to be continue.....
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lawcheemeng Master	23-Apr-2010 20:17        lawcheemeng About Contact  Quote this Post! Style: Combined   Mood: Yells: "fly me to the mooon"
x 0   x 0  Alert Admin	Knock! knock! helooooo......you still here! action starting soon!  hope you wouldn't miss this....hehehe............. chartist2009      ( Date: 29-Dec-2009 15:57) Posted: wherever you go, whatever you do, i will be right here waiting for you...
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chartist2009 Member	29-Dec-2009 15:57        chartist2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	wherever you go, whatever you do, i will be right here waiting for you...
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chartist2009 Member	29-Dec-2009 12:56        chartist2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yalor, hopefully... coz every signals show good, if dont take this chance to run, what it waiting for..
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lawcheemeng Master	29-Dec-2009 12:28        lawcheemeng About Contact  Quote this Post! Style: Combined   Mood: Yells: "fly me to the mooon"
x 0   x 0  Alert Admin	wah!! nice graph....but still not moving leh.....think the play is in the second half liao..... chartist2009      ( Date: 29-Dec-2009 12:21) Posted: Already cross above ascending triangle, what are you waiting for?..wake up please...every stocks are running up..
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chartist2009 Member	29-Dec-2009 12:21        chartist2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already cross above ascending triangle, what are you waiting for?..wake up please...every stocks are running up..
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lawcheemeng Master	21-Dec-2009 11:37        lawcheemeng About Contact  Quote this Post! Style: Combined   Mood: Yells: "fly me to the mooon"
x 0   x 0  Alert Admin	better or not i don't know....leh......but if major shareholder keep buy up at market price and the company is constantly also eating up its owe share seem to me must got something we do not know yet....hehehe......any way share still on up trend so make a few more cts shld be easy ...hehehe.....pls do research hor.......... ZebraCrossing      ( Date: 21-Dec-2009 11:25) Posted: Sorry.. but from this report, it seems that Jadason seems to be a cheaper bet?
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ZebraCrossing Senior	21-Dec-2009 11:25        ZebraCrossing About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry.. but from this report, it seems that Jadason seems to be a cheaper bet?
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lawcheemeng Master	21-Dec-2009 10:55        lawcheemeng About Contact  Quote this Post! Style: Combined   Mood: Yells: "fly me to the mooon"
x 0   x 0  Alert Admin	read this guys.......... 3G in China: Stocks that are exposed to boom Written by Leong Chan Teik    Thursday, 17 December 2009 Singapore-listed stocks Recent stock price (S’pore cts) Market cap  (S$ M) PE Mar-Sept ’09 net profit (y-o-y change) Return on Equity (%) Dividend yield (ttm) SINOTEL 66.5 cts 205 7 RMB 83.4 m (+31%) 33 NA Z-OBEE 17 cts 88 15.3 USD 2 m (-49%) 7.5 NA LONGCHEER 52.5 cts 208 7.2 RMB 68.5 m (-27%) 23.9 5.7 JADASON 9 cts 65 - S$ 3 m (+325%) -1.4 NA ACE ACHIEVE 10.5 cts 34 11.2 RMB 8.4 m (+28%) 6.6 NA 8 TELECOM 17 cts 81.4 32 RMB 18.8 m (+345%) 4.6 7.6 Compiled by NextInsight (ttm: trailing twelve months) ACE ACHIEVE announced on Tuesday (Dec 15) a handsome 28% jump in its net profit for the half year ended September 09, thanks to the 3G network roll out in China. Executive Chairman Deng Zelin said: “The release of 3G licenses has brought about a revolutionary era in the telecommunications industry in PRC. Widely known as owning the world’s largest telecommunication networks in both network capacity and number of subscribers, the PRC continues seeing fast additions to the mobile, Internet and broadband subscribers base, with a CAGR of 8%. Ace Achieve recently traded at 10.5 cents "Such rapid growth only reflects the burgeoning pool of opportunities for the Group, and we believe this will have a positive impact on the Group’s future earnings.” Ace Achieve is a small company – its market cap is only S$34 million – whose business can be categorised into the following divisions: 1) Telecom Applications Solutions; 2) Wireless Coverage Solutions; 3) Operation & Business Support Solutions; and 4) Broadband Data Solutions. We looked around at other companies listed on the Singapore Exchange which are exposed to the 3G boom, and do some comparison. It turned out that not all have been reporting higher profits in the six months ended Sept 09. Longcheer Holdings and Z-Obee suffered a decline in profit compared to the same period last year. Longcheer put the blame on an increase in the cost of certain key components, namely flash memory chips, and keen competition. The average selling prices of Longcheer’s handset solutions for Q1 FY10 (ended Sept 09) decreased 30% to RMB 165.6 due to changes in product mix and price rationalisation within the electronics and related industries. Jadason CEO Fung Chi Wai in Dongguan. Photo by Leong Chan Teik The 3G beneficiaries so far are Sinotel Technologies, 8Telecom and Jadason Enterprises. Sinotel has been widely covered on this website, so let’s look at the other two first. Jadason Enterprises has a net asset value of 13.94 Singapore cents, which is 55% higher than the recent stock price of 9 cents. It doesn’t have a PE for last year because it suffered a loss of S$1.4 million, which is also why it has a negative Return on Equity in the table above.  For its Q3 ended September this year, it reported a boom in business: “In January 2009, the Chinese government officially awarded the licences for 3G mobile networks to certain telephone operators. Since then, the Group’s manufacturing and support services business has benefited from customers who have exposure to Chinese 3G infrastructure equipment makers. Currently, the Group’s plants in Dongguan are operating at healthy levels of capacity utilisation.” 8Telecom’s revenue from continuing operations rose 25.8% to RMB92.7 million in 3Q2009. That, said the company which manufactures and supplies telecommunications pipes, telecommunications towers and other related products, underlined the steady growth of its core businesses as China’s telecom operators continue to invest heavily in expanding their 3G network coverage across the country. Sinotel, which provides wireless solutions to telcos, is the other strong 3G beneficiary, reporting a 31% jump in net profit for the six months ended Sept 09. Its historical PE of 7 is the lowest, an attractive stock feature that is further enhanced by its Return on Equity being the highest at 33%. Its market cap of over S$200 million places it on the radar screen of many more fund managers than companies with a market cap of under S$100 million. And it is by far the most liquid of all the six 3G-related stocks. The above is by no means an exhaustive analysis of the stocks. For more: 8TELECOM: Making minority shareholders happy SINOTEL gets a US market maker - at last! DUAL-LISTINGS: XLX, MAP, MIDAS, OCEANUS, Z-OBEE   Related Items
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Centaur Veteran	03-Dec-2009 09:56        Centaur About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks hsb x 2, I've checked both links and they both refer to the same divident payout which is payable on 19 Oct 09. Thats why i thought the writer could have looked at separate documents (which refer to the same dividend) but thought they are 2 different div payouts. Mmmm, maybe i should check with insights to clarify.
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hsbhsb Member	02-Dec-2009 15:09        hsbhsb About Contact  Quote this Post!
x 0   x 0  Alert Admin	Centaur: it's correct. I checked - got 2 payouts. And NextInsight has provided the URL links to the 8Telecom statements on the 2 dividends. http://www.nextinsight.net/content/view/1751/60/
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Centaur Veteran	02-Dec-2009 09:48        Centaur About Contact  Quote this Post!
x 0   x 0  Alert Admin	8TELECOM: Making minority shareholders happy Hi guys, not sure if i understand the article from investor insight correctly... but since when did 8 Telecom have 2 dividend paid outs of 1.185 cts?? Quote: "8 Telecom is a small cap – and a S-chip! - that is enjoying the 3G boom in China, and has made a number of happy moves for minority shareholders this year. It has surprised them with two dividend payouts – for half-year and Q3 this year – of 1.185 Singapore cents each time. It didn’t have dividend payouts for those reporting periods last year. The dividend yield has been fabulous this year. At 2.37 cents a share for the two dividends in aggregate, the yield was 23.7% for investors who bought the stock at 10 cents. It is now hovering at 15 cents.  That yield doesn't take into account that in May this year, prior to the release of its half-year results, the company had paid out the final dividend of 0.111 cent per share for the financial year ended 31 December 2008."
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jasonsg Member	03-Nov-2009 22:20        jasonsg About Contact  Quote this Post!
x 0   x 0  Alert Admin	the company and their directors are constantly buying back this chips. the balance sheet, income statement and cash flow all look very good. worth to load or nor?
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currahee Member	16-Sep-2009 14:37        currahee About Contact  Quote this Post!
x 0   x 0  Alert Admin	comparing this with other 3G, is 8telecom in good shape? I know a few years back there have been hype abt its 3G potential. is this 2009/2010 the year for 3G in china?
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Centaur Veteran	16-Sep-2009 10:16        Centaur About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need CEO to buy more to help push up the price. stuck at 16.5cts liao
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freeme Elite	16-Sep-2009 00:10        freeme About Contact  Quote this Post!
x 0   x 0  Alert Admin	No updates.. but it will still creep up slowly.. if u believe that 3G biz in china will be good. then get in b4 it really start moving.. sinotel, longcheer all moving so strongly becoz of 3G story.. this might be the next multi bagger too..
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tresxd Member	15-Sep-2009 22:59        tresxd About Contact  Quote this Post!
x 0   x 0  Alert Admin	any update on this counter ?
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cantongacs Member	10-Sep-2009 08:13        cantongacs About Contact  Quote this Post!
x 0   x 0  Alert Admin	possible delist fr sgx and relist in hk or bring it private? the major share holder has been collecting since many months back till now, any advise. holding almost cross 70 %.
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victorian2 Senior	10-Sep-2009 07:27        victorian2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	numbers do look impressive..... must be 3G taking off well now.
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Centaur Veteran	09-Sep-2009 13:59        Centaur About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks. was quite surprised to see so much dividend payouts. usually payout very little only. 6-7% yield better than minibonds. freeme      ( Date: 09-Sep-2009 13:48) Posted: yes.. so for every 10lots its above $110.. nt bad la.. its about 6-7% p.a yield Centaur      ( Date: 09-Sep-2009 13:44) Posted: insider buying at 16cts. was thinking of adding more too. Btw, div is 1.1cts per share right? means around $11 per lot?
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