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12-Jun-2011 12:24

CapitaLand / Capitaland

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CAPLAND!!dirt cheap! ..

Maintaining high supply in 2H11
GLS
• Strong pipeline maintained for 2H11 GLS
• Rising medium term inventory to cap price upside
• Prefer diversifieds with strong balance sheet such as
UOL and Capitaland
No surprise, ample low-end residential supply. As
expected, a strong pipeline of residential supply is maintained
in the 2H11 Government Land Sale (GLS) programme in
response to the need to provide more mass market housing
and the govt’s intention to keep accelerating prices in check. A
total of 19 Confirmed and 24 Reserve list sites with a potential
of 14,195 housing units (incl 2,320 ECs, 16% of total),
267,400sm of commercial GFA and 3,750 hotel rooms were
introduced, of which 20 sites were carried over from 1H11
GLS. As per the latest list, 8,115 residential homes, 435 hotel
rooms and 110,950sm GFA of commercial space are on the
Confirmed list, on par with the quantum in the 1H11 GLS.
Most of the sites are in suburban areas with a couple of new
locations such as the Jervois Rd site (with a potential for 140
units) and the Marina View commercial parcel with 101,400sm
GFA that could see high developer interest. To keep with the
momentum in the Paya Lebar commercial hub, a 0.74msf
commercial land plot along Sims Ave/Tanjong Katong Rd has
b een moved to the Confirmed List.
Medium term housing inventory rising. Adjusting for the
latest figures, residential completions of 68,887 units (of which
50% is unsold/not launched for sale at this point) from 2Q11-
> 2015 will take the market 5.6 years to digest the new homes
based on last 5-year average demand of 12,240 units. Inclusive
of the targeted launch of 26,000 HDB housing units to be
offered by the govt this year, medium term stock is on the rise.
This should cap mass market housing prices in the medium
term. As for office supply, MND estimates there is 7.6msf of
G FA to be completed between 2Q11 and 2013.
Bottom-up stock picking strategy. We expect developers to
be selective in their land bidding activities and bid prices going
forward as they replenish their much-depleted landholdings
and in view of the capped price upside. In terms of valuations,
the sector is trading at a 29% discount to RNAV, which is
slightly below the –0.5SD to mean level. At this point we
believe much of the headwinds appear to have been factored
in but near term catalysts are lacking and stocks could trade
range bound. We would adopt a bottom-up stock picking
strategy and prefer companies with a diversified business
model and strong balance sheet capacity to acquire sites
selectively such as UOL and Capitaland. The latter is a large cap
laggard trading at 0.91x P/Bk NAV

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06-Jun-2011 15:16

Artivision Tech / Bubble Burst

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Last	Trades	Vol	BuyVol	Mid	SellVol
0.185	8	480	480	0	0
0.190	46	8,504	5,347	0	3,157
0.193	1	50	0	50	0
0.195	11	2,755	1,894	0	861
0.200	14	5,675	5,208	0	467
0.205	126	15,981	11,711	0	4,270
0.208	1	30	0	30	0
0.210	103	15,256	9,483	0	5,773
0.212	1	200	0	200	0
0.215	74	10,533	4,793	0	5,740
0.220	73	14,090	12,038	0	2,052
0.225	141	21,156	16,217	15	4,924
0.230	95	16,489	7,237	0	9,252
0.235	230	24,212	11,128	50	13,034
0.240	124	11,201	2,549	0	8,652
0.245	4	252	0	0	252
TOTAL	1,052	146,864	88,085	345	58,434

wow look at the shorting party..88K lots being shorted..
from 24.5 high to 19c..cool 5c
don't naked short la..unless u wanna bet to take the risk..

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05-Jun-2011 18:24

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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to get the name on the top shareholder list, will need to have 4,000 lots

these few days a lot of averaging for me to do @ 13c..

gd luck those who still have faith in this emerging gem..

dealer0168 ( Date: 31-May-2011 20:19) Posted:

Err..... i thk we need ozone to get into 20th position for the shareholder list earlier......

As he needs to buy alot to get in. And that benefit us tooo..............

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05-Jun-2011 16:54

Artivision Tech / Bubble Burst

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Waiting to naked short again!!!..

don't u love those stocks that go up w/o fundamentals..........

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03-Jun-2011 13:52

Artivision Tech / Bubble Burst

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what goes up VERY FAST will come down very fast as well..

no fundamentals..

how to depend on facebook app to generate $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$..

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01-Jun-2011 11:23

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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150 lots done...if the low vol continues..the sell down may be just abt over..

unless there's further bad news.......

gd luck

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31-May-2011 23:07

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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13 now is the critical support..

a break below this will signal further downside..

i'm averaging down as i am focused on the companies fundamentals..and not swayed by distractions of a company whereby Viking only owns

20% of it.

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31-May-2011 16:51

Artivision Tech / Bubble Burst

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welcome to the largest casino on earth

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31-May-2011 15:26

Artivision Tech / Bubble Burst

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11c gain ..41% profit

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31-May-2011 15:25

Artivision Tech / Bubble Burst

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27 to 16..9 c gain.. 33% gain

naked short, get fined also worth it.. :)

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29-May-2011 18:08

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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aiming for the 20th position for the shareholder list for Vikings annual report.. :)

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29-May-2011 13:44

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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Viking is not on the radar screen of the big investors..

so i'm not surprised that it got sold down pretty badly.. thin vol/small cap..easy to sell down

in fact this could be a perfect opportunity for the big investors to scoop this up cheap n start spreading the bad news abt this company

to get it even cheaper.. sharks will always be sharks.. just gotta eat their fins during chinese wedding dinners..keke

bulk of viking's revenue is from viking HVAC so i'm not worried..in fact i'm buying more..

i remember the same scenario happened in terms of share price with unitedenviro tech..

focus on the big picture..the small distractions along the way are targeted to throw u off.. just hold on tight

gd luck

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27-May-2011 11:07

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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all investors care abt is price..

13c!!..freaking cheap..

sue the pants out of Marine Accomm Pte

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27-May-2011 09:21

Viking Offshore / VIKING OFFSHORE AND MARINE LTD

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16.5!!

This is better than scandalous S chips ..

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25-May-2011 10:05

SIA / SIA

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adds further price pressure on SIA

DOW JONES NEWSWIRES

The volcanic ash cloud that grounded hundreds of European flights was expected to force cancellations across northern Germany and parts of Scandinavia on Wednesday, after clearing the U.K., which bore the brunt of earlier disruption.

Transatlantic services remained largely unaffected as the cloud moved east, affecting services to and from Hamburg, Bremen, Lubeck and Magdeburg.

Ryanair Holdings PLC (RYAAY), Europe's largest carrier of airline passengers, said it had cancelled flights in northern Germany until 2:00 p.m. local time on Wednesday. Deutsche Lufthansa AG (DLAKY, DLA.XE) also warned of disruptions it said may extend to Scandinavia.

Ireland-based Ryanair continued to question the imposition of a no-fly zone by regulators.

U.K. authorities said ash was seen clearing its airspace by 1:00 a.m local time. Glasgow airport said it expected services to resume Wednesday. Edinburgh airport also saw all flights cancelled Tuesday and disruption spread as far as Newcastle in northern England.

The latest projections from the Volcanic Ash Advisory Center in London showed ash concentrations deemed unsafe for flying drifting east from central Scotland across the North Sea by midday Wednesday.

Iceland's airports reopened and the country's meteorological office said eruptions at the Grimsvotn volcano appear to be subsiding.

Most transatlantic services looked set to remain unaffected as high ash concentrations remained north of the main routes between Europe and North America, though a second band extending across Russia forced some planes to be rerouted, according to Eurocontrol, which coordinates air-traffic control in Europe.

Airlines affected by the ash cloud will be eager to resume operations as quickly as it is safe to do so. Carriers last year lost millions of euros when clouds of ash from Iceland's Eyjafjallajokull volcano crossed much of Europe, prompting aviation authorities to close roughly 80% of the European Union's airspace.

A spokeswoman for Eurocontrol said 500 scheduled flights were expected to be canceled Tuesday for safety reasons. Typically, there are 29,000 flights daily in Europe, she added.

Ryanair said it canceled dozens of services from Scotland and northern England on Tuesday at the behest of Irish regulators and maintained that two test flights revealed " no safety threat" from ash, a finding the airline said was supported by the aircraft and engine manufacturers.

British Airways, EasyJet (ESYJY, EZJ.LN) and KLM were among those who also canceled services to Scottish airports on Tuesday. Continental Airlines, a unit of United Continental Holdings Inc. (UAL), planned to resume flights from New York to Scotland after cancelling services late Monday.

Continental's overnight flights to Oslo and Copenhagen both departed Newark late Tuesday.

BA's transatlantic traffic continued, but journeys were subject to brief delays as flights were rerouted to avoid affected areas, said a spokesman for British Airways, which is part of International Consolidated Airlines Group SA (ICAGY, IAG.LN).

-By Doug Cameron, Dow Jones Newswires doug.cameron@dowjones.com

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25-May-2011 10:00

CapitaMalls Asia / First Day trading open at $2.30

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CapitaMalls Asia has announced that it is converting its

CapitaRetail China Development Fund (CRCDF) to an income

fund, CapitaMalls China Income Fund (CMCIF). CRCDF was

due to expire in June 2012 and with this conversion, CMCIF

will mature in 2017. At the same time, the fund is being

upsized by 50% to US$900m with the inclusion of 3 malls -

Hongkou Plaza in Shanghai (to be opened later this year) and

Phase 2 of Jinniu Mall and Fucheng Mall in 2013. CMCIF's

total asset value of US$2b is one of the largest in China. CMA

will commit US$135m to the enlarged CMCIF, maintaining its

45% stake in the fund. We see this deal as earnings neutral

with a marginal < 1% annualised boost coming largely from

the upsized fund size, but positive from a cashflow and fee

income perspective. CMA's RNAV would be lifted by < 1%.

Maintain BUY on CMA, target price: S$2.51.

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25-May-2011 09:13

Straits Times Index / STI to cross 3000 boosted by long-term investors

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buy undervalued S chips!..the most die together..:)

Private equity firms eye 'China orphans'

08:12 AM May 25, 2011

HONG KONG - Private equity firms are working on a series of deals to buy so-called " China orphans" , mainland companies listed in the United States and Singapore, with their stocks undervalued by investors who do not understand their business model or home market.

The deals are pushing ahead even as a series of accountancy and governance scandals in recent months have tarnished the reputation of Chinese companies listed overseas and hammered stock values.

Last week, Bain Capital Partners agreed to buy US-listed China Fire & Security Group for US$265.5 million (S$331.1 million), becoming the first major global buyout firm to close in on such a deal.

A slew of other buyout deals are in the works, including Kohlberg Kravis Roberts' planned bid for Singapore-listed Oceanus, Primavera's privatisation of US-listed Chemspec and PAG Asia Capital's planned buyout of US-listed Funtalk China Holdings.

Meanwhile, Singapore-listed China Animal Healthcare, backed by the Blackstone Group, is in talks with investment banks to list on the Hong Kong Exchange and de-list from Singapore, according to four sources familiar with the matter. Blackstone and China Animal have declined comment.

Such buyouts, known in banking circles as " take China privates" , involve de-listing companies from the US or Singapore and eventually re-listing them in Hong Kong or China to increase their market values. Deal sizes are relatively small but history shows there is a decent upside potential for the right target.

Morgan Stanley Private Equity's (MSPE) de-listing of Sihuan Pharmaceutical Holdings is an example of returns that can be made with the right target. MSPE took Singapore-listed Sihuan private in 2009, identifying a company that required no additional work before re-listing it in Hong Kong last October.

The stock jumped 28 per cent on its IPO, with top-end pricing valuing the company at 26.7 times 2011 earnings.

But such deals are not without significant risks. The head of a leading regional private equity firm gave an example where his company pulled out of a deal when it discovered that the target had hidden unconsolidated shares at a subsidiary and had not disclosed that it had guaranteed loans for the subsidiary.

" I don't see this kind of behaviour anywhere else. I can only put it down to people trying to bury their problems and hoping to deal with them in the future," said the source, who declined to be named because the discussions were private.

Many small and mid-cap firms listed in the US got there through reverse takeovers, while Singapore's small and mid-cap " S-chips" ducked the more stringent requirements on profits and management continuity required by the Hong Kong Exchange.

" There's a reason why some of these companies listed through the back door. It's because they couldn't get in through the front door," said one senior banker whose bank is working on a number of potential buyouts for orphan companies.

Funding for buyouts of Chinese companies is done through an offshore holding company but the risk of non-payment is high and many banks cannot lend on such deals.

Banks have to get comfortable with the risk that the firm will make enough revenue to pay the debt, that it will agree to upstream the money to the holding company, and that Chinese regulators will sign off on the transaction.

REUTERS

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25-May-2011 08:51

CapitaLand / Capitaland

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CapitaLand: Ascott continues expansion

Summary: CapitaLand’s (CAPL) serviced residence business unit, The Ascott Limited (Ascott), announced it has acquired two new management contracts in Malaysia and Indonesia. The 200-unit Somerset Damansara Uptown Petaling Jaya is Ascott’s first entry in Damansara Uptown, Malaysia, and is slated to open in 2016. The 187-unit Somerset Kencana Jakarta in Indonesia is expected to open in 2014. Ascott also acquired, for S$117.1m, 100% of SNC Costes K (SCK) and would redevelop its Parisian properties into a 106-unit serviced residence building “Ascott Arc de Triomphe Paris” and another apartment building for corporate leases. We believe CAPL is likely to continue to execute its serviced residences strategy expediently. Including this Paris acquisition, capital redeployment increased to $452m after a portfolio divestment to Ascott Residence Trust in 2HQ10. In our view, CAPL’s share price continues to offer compelling value at current levels. Maintain BUY with fair value estimate of $4.05 (at parity to RNAV)

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24-May-2011 22:57

SIA / SIA

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still the same..short it..

wait for oversold then buy for dividend..

must always get the best price..cos there r too many sharks around

ozone2002 ( Date: 14-May-2011 10:54) Posted:

SIA looking over bought technically..

euphoria for this stock was generated because of its dividend payout...

likely to see some pull back after dividend payout euphoria

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24-May-2011 22:54

CapitaLand / Capitaland

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3.1!!!.. yeah!!.. buy buy buy

DYODD..

i love undervalued blue chips...

ozone2002 ( Date: 23-May-2011 09:35) Posted:

q 3.10 again :)

ozone2002 ( Date: 14-May-2011 10:51) Posted:

nice reversal on fri..+10c gain..power!

still oversold..will buy more if drops to low 3.1 :)

three ten! three ten! three ten

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