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20-Sep-2010 11:45

Others / Sold Almost All last week, What Can I Buy Now?

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NOTHING

Everything is OVERBOUGHT!!!!!!!!!!

Wait for October correction then buy...........

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20-Sep-2010 11:44

Swiber / Swiber

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Swiber Holdings: Change of CEO

Summary: Swiber Holdings (Swiber) announced that its former Deputy CEO, Mr. Francis Wong, has replaced Mr. Raymond Goh as the group’s CEO. Mr. Goh, the founder of the group, remains as Executive Chairman and will continue to play an active role in mapping out the directions for Swiber’s growth at a strategic level. With the recent two appointments of Mr. Goh as Non-Executive Chairman of Kreuz Holdings and Vallianz Holdings (formerly Enzer Corporation), a separation of the Chairman and CEO role will be a push towards best practice in corporate governance. Mr. Wong joined Swiber in 2005 and has been highly involved in the group’s overall operations. He was appointed as the group’s Deputy CEO on Jun 09, and was the CFO previously. We do not expect significant disruptions in the group’s operations, and maintain our BUY rating and S$1.33 fair value on the stock. (Low Pei Han)

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20-Sep-2010 09:32

Others / How to make big money in the stock market?

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u want to make REALLY BIG money..

DON'T FOLLOW THE HERD!

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19-Sep-2010 19:16

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

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September 16, 2010, 6.36 am (Singapore time)

Marc Faber looks east to S'pore, Vietnam, Thailand

GENEVA - Contrarian investor Marc Faber says he is investing a large chunk of his money in Asia's developing economies to counteract the effects of a loss of purchasing power in the United States and Europe.

On the sidelines of the Invest10 investment forum in Geneva, the editor of the Gloom, Boom & Doom Report told Reuters in an interview on Wednesday that ultra-low interest rates were making it difficult to value assets in developed economies, and that countries like Thailand, Singapore and Vietnam would do better short term.

'US and European interest rates are negative in real terms, the rate of inflation is significantly higher than what governments are saying,' Mr Faber said.

'You can see it when you pay for your insurance premiums, your groceries, your child's pre-kindergarten schooling in New York there has been a loss of pricing power for most people.'

The US real estate market is extremely fragmented, however, and while investors remain cautious about buying there are likely to be some good buying opportunities, he said.

Burgeoning debts had pushed major economies into a corner at a time when competition for scarce resources like industrial commodities and water was already creating tensions, Mr Faber said, adding governments could have to print money to keep their debts manageable.

Although more bullish on eastern economies, Mr Faber said he is not adding to investments in China at present and advised investors looking for exposure to China to open positions in Australian dollars and in commodities.

He was particularly wary of Chinese stocks and said Indian companies were more attractive and easier to evaluate.

'No matter what people tell me, nobody has a clue about company accounting in China. It is further complicated by so much inter-company lending,' he said. -- REUTERS

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17-Sep-2010 15:52

Anwell Tech / When it will move?

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i know why the sudden interest...

look @ the straits times business section... u'll know why

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17-Sep-2010 15:17

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

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climbing a wall of worry....

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17-Sep-2010 10:17

Anwell Tech / When it will move?

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chiong on freakin thin vol..

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17-Sep-2010 09:05

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

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be fearful when others are greedy

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17-Sep-2010 09:02

Sinomem / SINOMEM 'remains under-valued and mispriced'

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utd already 50c..

this baby still laggin @ 50.5

buy the laggard..

ozone2002 ( Date: 13-Sep-2010 16:57) Posted:

sinomem is a steal..

trading below NAV of 53c

and it has $53 mil in cash.. oh yeah..

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16-Sep-2010 11:37

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

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Rule no 1 to make $$ in the markets

BUY low SELL high

ask urself is it low or high now...........

gd luck..

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16-Sep-2010 10:51

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

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Down down down down...have u sold ur blue chips?

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16-Sep-2010 10:39

Swiber / Swiber

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Swiber Holdings (SWIB SP) BUY
Price: S$1.06/Target: S$1.54 Analyst: Nancy Wei/Stella Tan Tel: (65) 6590-6628/29 Mkt Cap: S$538m Daily Vol: S$8.8m 1-Yr Hi/Lo: S$1.250/0.815

•* Infield Systems’ latest offshore fixed platform data suggest that 2011 will see a ramp-up in installation activities. 2010 could register a total of 111 platform installation projects in Australasia, a sharp increase of 25% over 2010’s total of 89 projects. Of 2011’s potential 111 platform installations, 70% are platforms under construction, firm plans and probable projects, and 80% will be in markets in which Swiber has established a competitive presence.

* Thailand (26 platform installations), India (20), Indonesia (18), Vietnam (6) and Brunei (2) will account for 23%, 18%, 16%, 5% and 2% of 2011’s total installations respectively. In particular, we expect Swiber to continue to see good contract wins in Thailand (via its joint venture with resident offshore fabricator CUEL), India, Indonesia, Vietnam and Brunei. As for Malaysia (16 installations), Swiber plays a sub-contractor role via its joint venture (JV) with offshore support vessel services company Alam Maritim.

Stock Impact
• * 2010 is seeing the beginning of a pick-up in offshore fixed platform installations after a lull in 2009. As offshore exploration & production (E&P) capital spending typically lags economic recovery by two years, we expect more decisive spending ramp-up in 2011 given that oil price above US$70/bbl is here to stay. Swiber will be a major beneficiary of this spending given its presence in major oil-producing regions including South-east Asia (Brunei, Indonesia, Thailand, Malaysia, Myanmar and
Vietnam), India and the Middle East.
•
* Upstream has reported two potential mega contracts – a) Swiber- Rawabi, one of Swiber’s JVs in the Middle East, is among eight bidders vying for an EPIC contract (estimated value: US$3b) from Saudi Aramco relating to offshore facilities for the Wasit gas field, and b) CUEL, Swiber’s JV partner in Thailand, is one of the four bidders for a three-year contract from PTTEP for the fabrication and installation of up to 22 wellhead platforms for Gulf of Thailand gas fields.

Earnings Revision/Risk
* No earnings revision. Cost vagaries remain the key risk.

Valuation/Recommendation
* Maintain BUY and target price of S$1.54. Our target price is based on a PE of 13x 2011F earnings, 3-SD above sector long-term PE mean of 9x. This is still significantly below Swiber’s PE of 25-27x during the boom times of the last oil cycle (2003-09).

Share Price Catalyst
* Operating profit ramp-up on higher turnover and margins.

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16-Sep-2010 09:15

Swiber / Swiber

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have to break 1.07 resistance to move further

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15-Sep-2010 16:06

Sinomem / SINOMEM 'remains under-valued and mispriced'

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Sinomem P/B ratio only 1!!!!! dirt cheap compared to the rest of the water players

Water babies in play – It is one of the ironies of life that despite 70% of the Earth’s surface being covered with water, the world is facing a potential water crisis today. This situation is especially prevalent in populous countries such as China and India, which also account for the numerous SGX‐listed companies tapping into the demand for water infrastructure. While our own home‐grown Hyflux and China‐based Sound Global represent the two most notable companies in this space, some of these smaller firms could generate exponential growth for investors. After all, Hyflux was listed less than 10 years ago with a market capitalisation of just $54m!

SGX‐listed water plays Name

Last Price

Market Cap

P/BR

12‐month historical PER

Estimated current year PER

ROE

(S$)

(S$m)

(x)

(x)

(x)

(%)

Hyflux

3.140

1793.4

3.8

21.8

22.0

22.6

Sound Global

0.760

980.4

3.0

17.2

14.8

19.6

Memstar Technology

0.085

225.7

3.1

44.6

na

6.9

United Envirotech

0.480

209.7

1.8

11.3

10.1

15.0

Bio‐Treat Technology

0.085

79.1

0.3

1.3

na

28.7

Moya Dayen

0.080

50.7

1.4

na

na

‐28.4

Asia Water Technology

0.075

165.4

0.5

na

na

‐63.3

Asia Environment Holdings

0.170

72.8

0.4

10.7

8.6

4.2

Sinomem Technology

0.510

261.0

1.0

8.8

7.7

9.9

Darco Water Technologies

0.075

20.8

0.5

na

na

‐15.5

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15-Sep-2010 14:23

Sinomem / SINOMEM 'remains under-valued and mispriced'

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52!!!

the silent winner!

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15-Sep-2010 14:05

Sinomem / SINOMEM 'remains under-valued and mispriced'

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51.5!!!

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15-Sep-2010 11:51

Viking Offshore / NOVENA bot a warehouse 98, Pasir Panjang. 13.5mil

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Exhibit 9: Quoted equity investments
Companies Ownership Valuation (S$m)
Tung Lok Restaurants (2000) Ltd 14.3% 3.9
TT International Ltd 14.1% 4.0
United Envirotech Ltd 12.2% 15.7
Old Chang Kee Ltd 11.0% 3.0
Nico Steel Holdings Ltd 8.9% 0.8
Asia Water Technology Ltd 4.8% 6.8
Xpress Group Ltd (HK)* 0.5% 0.4
Total 34.6
Based on market closing prices as at 31 Mar 2010

* Estimated as company has sold off bulk of Xpress shares

Source: Company

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15-Sep-2010 11:26

GLD USD / Gold going up this year?

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moolah moolah oh la la...

Gold to hit record 1,300 dollars in 2010: GFMS consultancy

On Tuesday 14 September 2010, 23:32 SGT

The price of gold is set to reach a record high above 1,300 dollars an ounce this year as investors seek a safe haven amid an uncertain economic outlook, metals consultancy GFMS predicted on Tuesday.

"I think we could easily see gold spike comfortably above 1,300 dollars before the year's out," GFMS chairman Philip Klapwijk said in the independent group's latest annual survey of the precious metal.

The forecast came as gold struck a record high above 1,269 dollars an ounce on Tuesday.

"We'll probably get a fair bit of profit taking as we head into the New Year but I wouldn't take that as a sign that the party's over -- further gains in 2011 are far from out of the question."

London-based GFMS said demand from investors had been "the prime driver of the gold price's rally during the first half of the year ..."

"Gold certainly lived up to its reputation as a safe haven in troubled times," said Klapwijk.

"Just look at the explosion in investor interest that followed the sovereign debt crisis unfurling in Europe," he added.

GFMS also said in its report: "Other factors cited in explaining investor interest included a shaky outlook for the industrialised world's economies, the maintenance of low interest rates and the still feared threat of future inflation.

"One traditional driver of gold strength, US dollar weakness, proved conspicuously contrary as that currency also benefited from a flight to quality and so frequently strengthened in tandem with gold," it added.

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15-Sep-2010 11:20

China New Town / ChinaNTown

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some activity detected..

disappoint again?

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15-Sep-2010 11:15

Serial System / Serial worth invest ?

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wow 16c already.. up 2 c.. from 14c

Sam goi popiah king is an investor in Serial..

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