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05-Mar-2010 09:16

Others / DOW & STI

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STI 2784.00 now , if +16, may Breakout 2800 today! (", )

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04-Mar-2010 22:50

Hong Leong Asia / Hong Leong Asia

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DJ MARKET TALK: (2010/03/04 08:16AM)

Credit Suisse Raises Hong Leong Asia To Outperform; lifts Target Price to S$4.90 ('o' ) !!!

0016 GMT [Dow Jones] STOCK CALL:

Credit Suisse upgrades Hong Leong Asia (H22.SG) to Outperform from Underperform,
lifts sum-of-parts target price to S$4.90 from S$1.60; "we had previously underestimated
the extent of various government subsidy programs in China initiated end-2008, and
with these extended to 2010, we now see further traction at (China units) Xinfei and Yuchai".

Notes sales momentum of Yuchai, which makes diesel engines, remains strong,
with sales in January representing 18% of total number of units sold in FY09.

Raises HLA''s FY10 earnings forecast by 113% to S$142.9 million, with fridge
maker Xinfei accounting for 52% of net profit.

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04-Mar-2010 14:54

Genting Sing / GenSp starts to move up again

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0.845........omg

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04-Mar-2010 11:42

Genting Sing / GenSp starts to move up again

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........................

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04-Mar-2010 09:03

Midas / Midas

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Huaaaaat La! ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ ) ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )
( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ ) ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )
( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ ) ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )
( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ ) ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )

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04-Mar-2010 09:02

Midas / Midas

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Huaaaaat La! ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )

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04-Mar-2010 00:06

Midas / Midas

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Huaaaaat La! ( ^_^)(^_^ )( ^_^ )(^_^ )(^_^ )( ^_^ )

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03-Mar-2010 16:29

Hong Leong Asia / Hong Leong Asia

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Zooooooom into their research reports....read the forecast P/E...forecast P&L... come out with yr own TP.....u will be smiling.......(try it on Genting...u wil be................................ )

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03-Mar-2010 00:46

Seatrium / Sembmarine

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SembMar's EMA15 has positioned above EMA25 and EMA50.   (", )

Data as at 3/Mar/10:
EMA15:    3.602
EMA25:    3.568
EMA50:    3.554

http://finance.yahoo.com/echarts?s=S51.SI#chart6:symbol=s51.si;range=1m;indicator=ema(15,25,50)+macd;charttype=line;crosshair=on;ohlcvalues=0;logscale=off;source=undefined

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02-Mar-2010 23:38

Hong Leong Asia / Hong Leong Asia

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28 Feb 2010 | 08:33 PM ET

RESEARCH ALERT-DMG raises Hong Leong Asia's target price to S$5.03

We raise our 2010 net profit forecast by 19 percent to S$148 million. Our sum-of-the-parts
derived target price is raised to S$5.03, from S$2.83.

HLA announced that a review of strategic alternatives will be conducted for Xinfei, with
listing a possibility. We narrow the price-to-earnings ratio discount of Xinfei with Haier,
as value will be unlocked with the strategic review. BUY maintained.

http ://www.cnbc.com/id/35636311

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

and some old news....

Thu, Nov 19, 2009
Reuters

Hong Leong may sell Xinfei (more than S$968 million)

http ://www.asiaone.com/Business/News/Story/A1Story20091119-180896.html

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

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02-Mar-2010 15:46

China Sports / New Year 2010 Ang-pow

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1 Mar 2010 DBS Group Research

China Sports International

Walking on thin margins
• FY09 net profits declined 34% yoy, below expectations

• Margins crushed to maintain sales

• Earnings forecasts cut by 22-25% in the light of challenging prospects

• Downgrade to Hold, TP cut to S$0.18

Downgrade to Hold, TP cut to S$0.18, based on 6x P/E, in light of intense
competition ahead and uncertainties relating to the effects of more capex going
forward.

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02-Mar-2010 15:39

Hong Leong Asia / Hong Leong Asia

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Hong Leong Asia rated outperform | Target price is raised from $6.33 to $6.40

Our core EPS estimates are raised by a marginal 2% to reflect its recent
capital-reduction exercise and our sum-of-theparts target price is raised from
S$6.33 to S$6.40 following this.

We also introduce FY12 numbers. HLA declared a final dividend of 7 Scts,
bringing FY09 dividends to 10 Scts. We expect stock catalysts from potential
corporate actions on Xinfei.

CIMB-GK Research 1 March 2010

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02-Mar-2010 00:31

Hong Leong Asia / Hong Leong Asia

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Big Bro DBS reviwed....... (", )

Hong Leong Asia

Closer to unlocking value from Xinfei (HLA's stake 90%,valuation more than US$700m)

Maintain Buy; SOTP raised to S$4.36 Target Price

One step closer to unlock value from Xinfei. The company has announced that
Merrill Lynch (Singapore) has been appointed as the financial adviser to assist
in the review and execution of strategic alternatives with regard to Xinfei, the
2nd largest fridge manufacturer in China with 12% market share in terms of revenue.

The strategic alternatives include;
(i) listing, preferably in HK for higher valuation,
(ii) disposal,
(iii) acquisition of a complementary business,
(iv) debt or equity financing, or
(v) restructuring or recapitalization.

Reuter’s news report dated 18 Nov 2009 suggested that HLA once received an
offer of US$700m for its 90% equity stake in Xinfei. Apparently, the management
of HLA is looking at more options to maximize the value of its stake. At US$700m,
Xinfei is valued at 15x FY10 P/E, substantially lower than its peers at >20x FY10 P/E.

Segmental:
Xinfei ( HLA's stake 90% )

FY2009 Revenue S$974.0mln

FY2009 Net Profit S$60.6mln

HL Asia trades at an attractive PE of 10x FY10 P/E. Backed by good growth prospects
and potential upside from Xinfei, HLA is a Buy, target price raised to $4.36 on higher
valuation of BMU Singapore and Tasek Cement.

DBS 1 Mar 2010

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01-Mar-2010 23:59

Midas / Midas

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Midas Holdings

On continued expansion track

Maintain BUY; S$1.30 Target Price

Midas’ third production line is on schedule to be installed by 2Q10and
the fourth and fifth lines should also be up by year-end. With each line
having an annual production capacity of 10,000 tonnes per year, this will
lift the Group’s capacity to 50,000 tonnes for 2011, an increase of 250%
from 2009, to deliver its current order books and to meet future demand.
3 downstream processing lines should also be up by 2010 year-end.

We estimate the current order book to be c. RMB1.4bn for its core business
and it is in a strong position to win more orders from China’s booming
railway industry.

Meanwhile, its associate Nanjing Puzhen (NPRT) also has an order book
of RMB6bn-7bn and should contribute even more to Midas’ bottom line
this year.

Maintain BUY, and S$1.30 target price (20x FY10/11 PER).

DBS 1 Mar 2010

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01-Mar-2010 18:00

Seatrium / Sembmarine

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SEMBCORP MARINE LTD

01Mar2010 closed:                                                   $3.81

FY2009 Earnings per share (cents) Diluted:            33.93cts

P/E:                                                                         11.23 <--------- (", ) Latest!

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01-Mar-2010 17:55

Midas / Midas

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Positive indeed! Both est. this Midas train can charge Up to $1.30. Hehehe.. (", )

kingong ( Date: 01-Mar-2010 17:51) Posted:

to how much?

tradersgx ( Date: 01-Mar-2010 17:49) Posted:

Big bros....DBS and OCBC just reviewed Midas' TP...Hahaha (", )

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01-Mar-2010 17:49

Midas / Midas

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Big bros....DBS and OCBC just reviewed Midas' TP...Hahaha (", )

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01-Mar-2010 17:45

Seatrium / Sembmarine

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ok la..35% portfolio...hehehe .. U also Huat Huat too !

kingong ( Date: 01-Mar-2010 17:42) Posted:

u must be making alot of $$ from here. haha

tradersgx ( Date: 01-Mar-2010 17:33) Posted:

Long White Candle = Long White "fei zhu rou" !!! Hahaha

(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)

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01-Mar-2010 17:33

Seatrium / Sembmarine

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Long White Candle = Long White "fei zhu rou" !!! Hahaha

(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)(^_^) (^_^)(^_^)

kingong ( Date: 01-Mar-2010 17:24) Posted:

good move today.

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01-Mar-2010 16:07

Others / DOW & STI

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Hang Seng Index 21056.93 +448.23 +2.17%
Last update: 01-03-2010 16:01

http://www.hsi.com.hk/HSI-Net/HSI-Net

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