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Sparkling gemstones
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Centaur
Veteran |
11-Apr-2007 15:02
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Analyst downgrade to neutral with such a huge cut in TP is as good as recommending sell. |
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ning7377
Member |
11-Apr-2007 14:30
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i bought in at 1.65 yesterday and cut loss at 1.54 this morning... |
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SYT888
Member |
11-Apr-2007 12:41
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should I sell, I bought at 1.74 and now is so now, any ideas? |
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EastonBay
Master |
11-Apr-2007 12:19
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oops, sinking further.. red..reder.. 1.49 -0.15 something worse than the analyst report must have happened. Now is way below 1.67TP |
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jackjames
Elite |
11-Apr-2007 11:40
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thanks for the solid news! no wonder.. |
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YongJiu
Veteran |
11-Apr-2007 11:36
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Asian Daily: Singapore - Gems TV Holdings Ltd. Downgrade to NEUTRAL - We downgrade our opinion to NEUTRAL (from Outperform) based on a combination of share-price performance (+52% since IPO) and a change in our assessment of the near-term competitive threats. - The Jewellery Channel (TJC) is proving to be a more determined competitor than we previously anticipated. Rather than fade away like previous competitors, our work shows that TJC has become more aggressive on its pricing in the U.K. and is set to launch a competing channel in the U.S. shortly. Coupled with further product supply constraints faced in the U.S. (production expansion delay), we cut our net profit forecasts by 37% in FY07 and 24% in FY08. - Despite changes to our forecasts, we still expect a two-year net profit CAGR of 53%. While we continue to believe in the longerterm growth of Gems, driven first by the U.S., short-term challenges could result in near-term share price weakness. - At 17x P/E, our new target price is S$1.67 (from S$2.31), suggesting 2% upside potential. We downgrade our rating to NEUTRAL from Outperform |
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jackjames
Elite |
11-Apr-2007 10:59
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many lots exchange hands... why BB throws? |
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ed88ks
Senior |
11-Apr-2007 10:53
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ACCUMULATE NOW |
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YongJiu
Veteran |
11-Apr-2007 09:16
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look like a good buy today!!! better stay tune first before thing are settle |
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SYT888
Member |
10-Apr-2007 16:15
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Yah, can anyone who follow this counter enlighten me what happen that cause this to drop below the support level of 1.7 to 1.65 and 4.1% drop. Any news??? Thanks |
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since77
Member |
10-Apr-2007 16:12
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wow...anyone knows wat happened here ? |
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zhuge_liang
Supreme |
28-Mar-2007 00:00
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It jumped as much as 10.2% to a record high of $1.83 after DBSV raised its price target to $2.60 from $2 and kept a "buy" rating on the stock.
DBSV analyst Germaine Khong said the firm's Thai unit had recently obtained tax exemption, which would reduce its expenses by about $10.7 million. "We expect the Group to continue growing its U.S subscriber base," Kong added. |
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YongJiu
Veteran |
27-Mar-2007 11:42
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hey jackjames, guess you are laugh all your way to bank now? this baby is rocking now!!!! |
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jackjames
Elite |
15-Mar-2007 08:49
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JF keep buying this counter this month, yesterday just increased stakes from 6.05 % To 7.72 % , and today mypaper rated as outperform at target price of S$ 3.25 . that's amazing, isn't it? but one thing true is, during the correction, this counter goes up high still, interesting.. anyone holding this counter? |
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YongJiu
Veteran |
13-Mar-2007 16:06
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btw I think the volume is still consider low at the moment... so ya no too sure it can sustaine at 1.7+ for how long... will wait for better position to enter! |
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YongJiu
Veteran |
13-Mar-2007 15:56
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hi zhuge, look likw Gem TV is a good buy now.... what is your average holding price of this stock? |
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YongJiu
Veteran |
13-Mar-2007 15:55
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GemsTV - Takes stake in German business Gems TV Holdings says that it is taking a 40% stake in Gems TV Deutschland, previously called K1010 Entertainment. The deal is worth US$5.3 mln. In October of 2006, Gems TV entered into an MOU with Gems TV Deutschland to supply gemstone jewelry to them. Gems TV Deutschland reaches 3.3 million subscribers. Analysts surveyed by Reuters have on average an 'outperform' call on the stock with a price target of S$2.31, compared to its last traded price of S$1.76, up S$0.11 or 6.6%. |
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zhuge_liang
Supreme |
02-Mar-2007 17:55
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Rose after a foreign broker upped their target to $2.10 after the company said it was looking to add 3m cable TV subscribers in US by end Mar to reach 22m households. Also, its Thai subsidiary has been granted formal tax exemption by the Board of Investment of Thailand on 1 March 2007. |
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zhuge_liang
Supreme |
14-Feb-2007 00:50
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It jumped as investors took the lead from funds buying into the stock, said dealers. JF Asset Management Singapore has built a 5.24% stake in the company. CIMB-GK analyst Kasem Prunratanamala said Gems TV had good long-term growth prospects, despite posting weaker quarterly profits on Friday, as deferred revenue from its U.S. sales had reduced its bottom-line growth. |
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EastonBay
Master |
13-Feb-2007 12:03
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DBS Vickers: Gems TV Growth underpinned by US operations Ø Story: Gems TV 2QFYJun07 earnings came in slightly below our expectations, due to higher-than-expected operating expenses related to the international expansion. 2Q07 earnings fell by 49% yoy to US$3.9m on the back on a 41% jump in revenue to S$44.8m. An interim dividend of US$0.015 per share was declared. Ø Point: We believe that 2Q07 is a transitional quarter for Gems TV. Although 2Q07 earnings were slightly disappointing, we remain positive on the Group's long-term prospects, particularly in the US where the Group made a successful entry. Management guided ASPs in the US to be US$120-135 per item, beating our estimates. In addition, the Group will continue to increase its US subscriber base, tapping on a potential base of 70m people. Ø Relevance: In view of the higher-than-expected operating expenses, we have revised our FY07 earnings down by 9% to US$36.7m. However we have increased our FY08 and FY09 earnings estimates by 5-7% based on higher ASPs and an increased subscriber base in the US. Maintain BUY with a target price of S$2.00, based on DCF valuation. |
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