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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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raymaster
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09-Jul-2013 13:21
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how truth remain a question ??? it have been keep mentioning and mentioning for years but to tii date no outcome. No longer an die hard fan on this counter. |
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Gunner87
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09-Jul-2013 11:57
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Which forum are u talking about? 1 day up, 2days down... Shag max...
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wait4opp
Veteran |
09-Jul-2013 11:43
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Oskgroup is the one doing the sell call and they keep buying....... Na Bei K K They have the insiders news...... |
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ruanlai
Master |
09-Jul-2013 11:39
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Someone wrote on the Forum saying Reversing Takeover is on the way...... They are in the midst of discussion of price. Anyone gotten insider news ???? What is the GO price and when...... |
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newagetrader
Member |
05-Jul-2013 17:48
Yells: "Trading is to make Profit$$" |
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sad.... i follow the call and sold @ 0.38..... hope to buy back lower in future | ||||
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Peter_Pan
Supreme |
05-Jul-2013 16:39
Yells: "did you order dunkin' donuts" |
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AusGroup: A Few Little Fish, Where's The Big Tuna? (SELL, SGD0.37, TP: SGD0.33) Lee Yue Jer (+65 6232 3898, yuejer.lee@sg.oskgroup.com) Jason Saw (+65 6232 3871, jason.saw@sg.oskgroup.com) AusGroup announced that it has won an AUD36m contract extension for a calciner overhaul and maintenance project with Alcoa of Australia for the next 39 months. While the recent series of small order wins is encouraging, the orderbook still suffers from a lack of visibility. After taking the recent plunge in the AUD and 4QFY13F earnings risks into account, our TP drops further to SGD0.33. Maintain SELL. Another in a series of small contracts. AusGroup has won a number of small contracts recently (all under AUD50m) but so far we have not seen the large (> AUD100m) contracts that will really give the orderbook the necessary boost to strengthen the outlook. The orderbook now stands at AUD252m, up from the AUD215m reported at the end of 3QFY13. However, this is still less than half a year of revenue visibility. AUD sinks to 4-year low. The AUD has collapsed to a level not seen since July 2009 (See Figure 1), pressured by weak commodity demand from a slowing China. This looks like a structural issue, and is unlikely to see a major reversal in the near term. Investors are buying into weaker earnings denominated in a weakening currency. Potential risks to 4QFY13F earnings. The Karara Mining client nonpayment issue is a key concern because AusGroup may have to take provisions on the receivables. With revenues having slid for four consecutive quarters, this might be the last straw that breaks the camel’s back, sending AusGroup into the red for the quarter. In any case, the full-year figure will be a sharp drop from FY12’s strong AUD23.3m profit, which may catalyse another retreat in the share price. Fundamentals eroding. Maintain SELL, with lower SGD0.33 TP. Low visibility, structural pressures on the functional currency, and a clear risk to earnings are strong reasons against attempting to bottom-fish at this price. Technical analysis may also fail given that the prices of the last four years were all based on a much-stronger AUD. Our TP is lowered to SGD0.33 based on 0.8x P/B (-1SD from its 5-year average See Figure 2). Maintain SELL. (OSK-DMG)
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expertinvestor
Senior |
05-Jul-2013 15:49
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Buy to keep first... If not sure rise fast soon | ||||
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mengkorkor
Member |
05-Jul-2013 14:32
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agree .. ai lai liao ..
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Gunner87
Member |
05-Jul-2013 12:33
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No wonder higher volume today. Lols!
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expertinvestor
Senior |
05-Jul-2013 12:27
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Most probably DMG... They say sell , we must buy...
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Gunner87
Member |
05-Jul-2013 11:10
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Need it to go higher... Long overdue... |
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jxjxwin
Member |
05-Jul-2013 10:48
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why saying target 0.37 ? it's going up ..so say something possitive |
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Peter_Pan
Supreme |
05-Jul-2013 10:31
Yells: "did you order dunkin' donuts" |
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Ausgroup: SGD0.37 - SELL (TP: SGD0.33) A Few Little Fish, Where's The Big Tuna? - DMG | ||||
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expertinvestor
Senior |
05-Jul-2013 10:24
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Lets go ausgroup!! Stop slping | ||||
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ozone2002
Supreme |
05-Jul-2013 10:23
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AusGroup has been awarded a three year plus three month extension on their calciner overhaul and maintenance contract with Alcoa of Australia. The estimated value of this extension is AU$36m. With this contract award, AusGroup’s
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Peter_Pan
Supreme |
05-Jul-2013 10:08
Yells: "did you order dunkin' donuts" |
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Yah, they lowered the target price again. | ||||
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Gunner87
Member |
05-Jul-2013 09:59
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Cut e target price of their sell call? They are like e only house still reporting for AusGroup? |
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Peter_Pan
Supreme |
05-Jul-2013 09:49
Yells: "did you order dunkin' donuts" |
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Good for short-term rebound trade bah. DMG just cut its target price again. |
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Gunner87
Member |
05-Jul-2013 09:21
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Lols... Tt's old news... Thought got another contract extension... | ||||
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ozone2002
Supreme |
05-Jul-2013 09:09
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AusGroup Limited subsidiary AGC Industries Pty Ltd (‘AGC’) a leading Australian based fabrication, construction and integrated services company to the oil and gas and resources sectors, is pleased to announce they have been awarded a three year plus three month extension on their calciner overhaul and maintenance contract with Alcoa of Australia Limited (Alcoa).The estimated value of this extension is AU$36 million over the period. The highly specialised work will be conducted for Alcoa’s Western Australian calciners located at Kwinana, Pinjarra and Wagerup refineries. The initial scope of work covers calciner overhaul maintenance services including refractory, access, and mechanical trade work as well as general calciner repair work. (Closing price: 0.370 +2.778%) | ||||
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