Latest Posts By ozone2002
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| 01-Apr-2010 14:10 |
Neptune Orient L Rg
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NOL
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NOL gone ballistic?? 6% up in 1 day.. container vol so gd ah? |
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| 01-Apr-2010 14:05 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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clearing out all the weak holders and contra... then it will start to move.. |
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| 01-Apr-2010 10:31 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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Window ‘undressing’? The STI tumbled 1.6% day-on-day (dod) and fell past the 2,900 level yesterday, closing at 2,887.5. Given that U.S equity markets have been crawling upwards at a snail’s pace, that does not lend much of a clue to the volatility seen yesterday. In fact, the 30 day historic volatility of the S&P 500 is currently 8%, compared to a range of 10% to 15% in January this year, and an astounding high of 48% in April 2009 (a higher historic volatility percentage indicates stock indices are more volatile and returns from stocks are more uncertain). Amongst all other possible reasons for the decline yesterday, we highlight 2 broader macro news in relation to Europe that may have contributed to the ‘undressing’ yesterday. Greece back to square one Europe’s week-old rescue plan for Greece has so far failed to do what its leaders predicted: reduce borrowing costs for the region’s most indebted country. The yield on 10-year Greek government bonds has increased 24 basis points to 6.522 percent since EU leaders agreed to the aid blueprint on 25th March 2010. That is the highest in a month and more than double the rate paid by Germany. 7-year bonds sold by Greece on 29th March 2010 fell for a second day yesterday (Bloomberg). More trouble in Europe? Bloomberg reported that Ireland’s banks need US$43 billion in new capital after ‘appalling’ lending decisions left the country’s financial system on the brink of collapse. The fund raising requirement was announced after the National Asset Management Agency said it will apply an average discount of 47 percent on the first block of loans it is buying from lenders as part of a plan to revive the financial system. |
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| 01-Apr-2010 10:02 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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| 01-Apr-2010 09:24 |
ShareJunction
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VIKING offshore
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CHIONG AH!!!!!!!! 21.5!! theedge mag commented on viking will reach 27c if it breaches the resistance @ 23c dyodd
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| 01-Apr-2010 09:09 |
Golden Agri-Res
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GoldenAgr
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GAR!!!!! go go go
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| 31-Mar-2010 17:26 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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last min all the blue chip got whacked!
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| 31-Mar-2010 16:05 |
ST Engineering
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ST Engg
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win $1 bln project from jetairways!~ chiong ah! |
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| 31-Mar-2010 14:23 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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correction has begun... |
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| 31-Mar-2010 14:13 |
Golden Agri-Res
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GoldenAgr
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technicals trending up for this counter.. upbars accompanied by increase in vol.. healthy uptrend.. |
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| 31-Mar-2010 13:10 |
Others
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Property bubble to burst soon
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MBT implements whatever measures...do the opposite.. sure make $$.. damn good strategy.. |
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| 31-Mar-2010 11:23 |
ShareJunction
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VIKING offshore
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accumulation @ 20.5 continues.. something brewing.. |
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| 31-Mar-2010 11:13 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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remember the famous line from titanic? U dump , i dump ..keke |
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| 31-Mar-2010 10:51 |
Others
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Property bubble to burst soon
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transfer of wealth is coming.. | ||
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| 31-Mar-2010 10:13 |
Rotary Engg
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Rotary
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Rotary Engineering - Potential for upside surprises Maintain Outperform; potential for upside surprises. Rotary, thanks to a strong order book, steady execution and good cost management. We refine our order-book recognition schedule and order-win assumptions. Our EPS estimate for FY12 has been adjusted by -26% as we exclude any Yanbu contributions, to be conservative. Our FY10-11 EPS estimates are intact. Our target price of S$1.66 is also unchanged, still based on 11x CY11 P/E (5-year average). Rotary was recently included in our top-10 picks for the Singapore market. We like it for its attractive valuations against peers, strong earnings visibility and sustainable margins. We see stock catalysts from stronger-than-expected margins and further order wins. FY09 was a record year forMiddle East heat, ASEAN hots up too. oil & gas downstream industry has reawakened. The US$10bn Yanbu refinery project in Saudi Arabia is in the tendering process and contract announcements are expected in May 10. While management has tried to downplay a potential S$1bn Yanbu win, we are hopeful that Rotary can secure the project. If we include the Yanbu win, upside for our EPS estimates for FY11-12 is 6-28%. We reiterate that the Middle East and ASEANStrong earnings visibility on the back of S$1.3bn order book. 37% yoy increases in earnings for FY10-11 respectively. Around 80% and 60% of our FY10 and FY11 earnings estimates are backed by secured orders. We project 16% andUndemanding valuations.
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| 31-Mar-2010 10:01 |
Straits Times Index
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STI to cross 3000 boosted by long-term investors
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notice all the STI component stock being actively traded in Top vol today? last day of window dressing to make the portfolio look good |
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| 31-Mar-2010 09:22 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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if u believe the hocus pocus.. AusGroup Ltd: Slow tendering activity clouding earnings visibility Summary: Woodside’s Pluto LNG project and BHP’s RGP 5 iron ore project are likely to underpin AusGroup Ltd’s 2H10 revenue and should help the group show sequential improvement. But we believe that subdued tendering activity continues to be a problem – there is a large potential pool of projects but many players are still taking their time to resume or launch projects. AusGroup has not announced a contract win since 14 Jan. Oil & gas projects have not been a saving grace, either. A report tabled in the West Australian Parliament found that just half of Gorgon-related contracts have been awarded to Australian companies. With little tendering activity, AusGroup may find it tough to replenish its order book as current projects end. This could impact FY11 earnings or lead to another lop-sided year like FY10 (weaker 1H, stronger 2H). Management tells us that it expects more activity from 1HFY11 onwards. It may be prudent to adopt a wait-and-see approach: maintain HOLDand S$0.60 fair value on limited earnings visibility. (Meenal Kumar) |
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| 30-Mar-2010 16:51 |
PSC Corporation
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Don't forget this counter
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their foray into cambodian gambling must be paying off.. chiong almost 10% today.. to 30.5 |
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| 30-Mar-2010 15:00 |
AusGroup
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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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i see big lots being accumulated @ 595 & 60.. definitely not auntie uncle accumulating..
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| 30-Mar-2010 14:10 |
ShareJunction
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VIKING offshore
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everyday inching up slowly...good! gotta break 20.5 resistance.. |
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