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KEahzq
Senior |
14-Jul-2010 09:14
Yells: "Trading requires Patience and Discipline" |
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Style Merchants (STY): formerly known as Netelusion, company has since been renamed to STY, following recent acquisition of 55% stake in Retail Resources Management (RRM)in Jun ’10. RRM has been in the women's fashion retail business in China since late 2007, with main label 'The Carnaby'; plans to open 50 more fashion retail outlets in cities of various tiers in mainland China over the next year, vs current 19 Expansion will be funded through STY's recent 'over-subscribed’ US$7m rights issue. The target market is middle-class women in their 20s to early 30s. The Carnaby has a 3-yr agreement with Stephanie Sun, who will be the brand’s guest designer and model. |
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KEahzq
Senior |
14-Jul-2010 09:13
Yells: "Trading requires Patience and Discipline" |
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Asia Environment Hldgs: issues PROFIT WARNING for 2Q10 net earnings as it expects figures to be lower yoy. Nevertheless, it expects to remain overall profitable for 1H10. The decrease in profitability for 2Q10 was attributed to the decreasing profitability and margins of its projects and a rise in interest cost arising from higher borrowings. DBSV has a Fully Valued rating on the company, with $0.15 target. |
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KEahzq
Senior |
13-Jul-2010 11:00
Yells: "Trading requires Patience and Discipline" |
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O&M: U.S. issues new moratorium on most deepwater-drilling activities in wake of recent oil spill in Gulf of Mexico. New ban expected to last till November. Move expected to add to ongoing uncertainty over new orders for rigs built by Keppel, SembMarine as drillers mull impact of GOM fallout, although some analysts say demand for rig upgrades, repairs may go up in response to increased attention to safety after oil spill. |
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KEahzq
Senior |
13-Jul-2010 10:52
Yells: "Trading requires Patience and Discipline" |
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Cosco: 51% owned subsidiary, Cosco Shipyard secured a US$130m contract with an European shipowner to build a vessel specially designed for installation of offshore wind turbines. The jack up vessel will be able to carry up to 8-10 turbines at a time to operate at water depths of up to 45m. Delivery to take place in 2H12. |
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KEahzq
Senior |
13-Jul-2010 10:44
Yells: "Trading requires Patience and Discipline" |
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Sound Global: framework agreement (equivalent to MOU) to undertake a BOT project in Luohe City, Henan Province, to build a wastewater treatment plant with expected capacity of up to 40k ton/day, and a recycled water supply plant with capacity of up to 50k tons/day. Potential size of contract could be approx RMB 50m based on similar past contracts. |
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KEahzq
Senior |
13-Jul-2010 10:42
Yells: "Trading requires Patience and Discipline" |
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BBR: to buy a 98k sqft freehold site at Simon Lane (currently houses Goodrich Park Condo near Kovan MRT) for $86m, to develop into a low-rise condo comprising 120 units at ~ 1200 sqft each. Based on gross plot ratio of 1.4, the cost of land works out to $629/sqft/plot ratio, or $572/sqft/plot ratio if the additional 10% balcony GFA is included. Development charges not payable for the project, which is targeted for completion by end 2011. |
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KEahzq
Senior |
13-Jul-2010 10:10
Yells: "Trading requires Patience and Discipline" |
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OCBC has raised its target price for Singapore Press Holdings to S$4.63 from S$4.31and kept its "buy" rating, citing stronger than expected third-quarter earnings and positive outlook for the rest of the fiscal year. "In view of the strong results and positive outlook, we therefore believe that the group is likely to gain further traction within its various business segments," said OCBC in a report. But OCBC noted newsprint prices are likely to rise due to cost pressures, hence potentially increasing newsprint charge-out rates. Staff costs are also expected to rise amid higher bonus provisions. SPH shares have risen about seven percent year-to-date to its last closing price of S$3.93. On Monday, SPH said its February-May net profit rose 29.9 percent from a year ago to S$164.6 million ($119.3 million). |
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KEahzq
Senior |
13-Jul-2010 09:34
Yells: "Trading requires Patience and Discipline" |
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Healthcare – Thomson Medical Centre (THOM SP), which provides private healthcare services for women and children, posted a 39% jump year-on-year in net profit to $4.8m for the third quarter ended 31 May 2010. Revenue rose 25.4% to $21.83m on the back of robust performances by both its hospital operations & ancillary services segment and specialised & other services segment. Better margins from both operations also improved gross profit margin from 42.7% to 44.7%. Earnings per share for the quarter were up from 1.18 cents per share in 3Q09to 1.64 cents in 3Q10. “Thomson Women Cancer Centre (TWCC) and newly started Thomson Paediatric Centre (TPC) together contributed 38% of (specialised and other services) segment revenue. These results are very encouraging to us as TWCC and TPC only opened in February 2009 and January 2010 respectively,” said Allan Yeo, group chief executive. Its seven Thomson Women Clinics (TWC) accounted for 40% of revenue for the segment. |
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KEahzq
Senior |
13-Jul-2010 08:51
Yells: "Trading requires Patience and Discipline" |
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Some of my source are out before the public knows about it. Some of them are just some insights into some news and situations. I am a remisier, and do all these for my clients... There are some stuffs that I did not mentioned are specially for my clients in my private site.
Cheers.
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burbur
Member |
12-Jul-2010 19:40
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Hi KEahzq U are doing a great service. I noticed several of your postings could be sourced from The Edge (online) though you might have done some summarising. Just a suggestion, would it be possible for you to indicate your source in the postings... so that we can also "learn to fish"? Thanks. |
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KEahzq
Senior |
12-Jul-2010 14:42
Yells: "Trading requires Patience and Discipline" |
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SembCorp Marine: ' wholly-owned subsidiary, Jurong Shipyard to sell the CJ-70 harsh environment jack-up drilling rig under construction to Seadrill for US$356m. Slated for delivery no later than end Apr ’11. Rig to be placed on 5-yr charter to Statoil subsequently. Transaction to contribute positively to SMM’s FY10 EPS. |
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KEahzq
Senior |
12-Jul-2010 11:25
Yells: "Trading requires Patience and Discipline" |
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Noble: +1.2% at S$1.75, extending last week's 3.0% gain, as investors remain hopeful supply chain manager will confirm plans for its Australian coal operations, which could be sold to unit Gloucester Coal. JPM has Overweight call with S$2.26 target. Says Noble likely to increase coal volumes to 80m-100m tons over next 2-3 years from 30m -35m currently, using Gloucester as its major vehicle for expansion in Australia. |
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KEahzq
Senior |
12-Jul-2010 11:22
Yells: "Trading requires Patience and Discipline" |
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China Fishery: DBSV downgrades to Hold from Buy. Lowers target to $2.12 from $2.20, following 8% cut in FY10 earnings estimate to assume smaller harvest of Jack Mackerel, as start of harvest in South Pacific was delayed to May, from April originally. Notes Carlyle Group's recent investment in company positive endorsement for China Fishery, but adds real benefit hinges on how proceeds will be used. |
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KEahzq
Senior |
12-Jul-2010 11:21
Yells: "Trading requires Patience and Discipline" |
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Was at Reservist the last 2 weeks!
Thanks!
See you around!
:D
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fruitty
Senior |
12-Jul-2010 11:13
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Keahzq, nice to have you back :) | ||
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KEahzq
Senior |
12-Jul-2010 10:41
Yells: "Trading requires Patience and Discipline" |
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REITS: JPMorgan does not foresee 2Q10 results of S-REITs to spring any surprises except that consensus DPU estimates for several property trusts, such as Ascendas REIT, CDL Hospitality Trusts may be revised lower. Expects overall 2Q10 results to be in line with street estimates, with guidance on rental reversion, asset enhancement initiatives, potential acquisitions being key issues to watch. Notes market has not fully accounted for impact of withdrawal of govt rebates and higher operating cost on Ascendas REIT. Adds consensus estimates too bullish for CDL HTrust's FY10 DPU forecast as bulk of hotel REIT's fixed leases will be fully renewed only by Sep. Cambridge Industrial Trust will be first to kick off 2Q results due Jul 15. |
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KEahzq
Senior |
12-Jul-2010 09:34
Yells: "Trading requires Patience and Discipline" |
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Silverlake Axis: announced a structured share sale agreement btwn Goh Peng Ooi (chairman and major sh/h with 85.6% stake), and HNA Group involving 242m shares (or 11.6% interest). Shares to be transferred to an escrow account in 3 batches over 3 yrs. Div to be accrued to HNA while shares are in escrow, and Goh to receive the lower of $0.16/sh or market price at end of three yrs. This translates to an effective share sale at ~50% discount to last traded price $0.335 I see $0.16 as a floor for Silverlake share price, with possible upside risk, given HNA would want to maximize the value of its significant shareholdings. This could potentially lead to more orders from HNA, following Silverlake’s announcement of $70m cloud computing contracts from HNA in Feb ‘10. HNA is a multi-industry enterprise group, with total assets of ~RMB160bn and a Fortune 500 Enterprise of China. |
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KEahzq
Senior |
12-Jul-2010 09:33
Yells: "Trading requires Patience and Discipline" |
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Asia Power: to acquire 80% effective interest in Da Chang He Plant, Hua Qiu Po Plant, and Yang Cheng Qiang Plant from Hongya for RMB 76.6m (S$15.7m) in total, translating to RMB8700 per KW of capacity. Cost is in line with independent valuation conducted by AVA Associates in HK on 2 Jul 2010. Proposed acquisition to be funded internally, and completed by end 2010. Deal expected to raise EPS by 16.7%, based on FY09 figures Target hydro plants are located in Hongya County village, with total installed capacity of 11MW. This follows the company’s announcement last week to invest in a separate 10.5MW hydro electricity project valued at up to RMB 63m in Zi Zhong County, Sichuan. |
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susan66
Master |
25-Jun-2010 22:06
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Keppel Land (From the Edge) : Office property stocks may also attract some interest. Keppel Land, a proxy to the office market - it has a one-third stake in Marina Bay Financial Centre - appears poised to clear the $3.80-$3.90 resistance level successfully. The breakout - the counter last traded at $3.95 - indicates a target of $5.00. |
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KEahzq
Senior |
25-Jun-2010 16:35
Yells: "Trading requires Patience and Discipline" |
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KuaiLan, Thanks dude!
:D
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