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01-Aug-2013 09:08

IPC Corp / Solid NTA 27c

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Last:0.168 Vol:2757k

+0.0050

ozone2002 ( Date: 01-Aug-2013 08:54) Posted:

$5.5 m profit back in the black..their hotel assests showing results :) gd luck dyodd

Company Results
S/NCompany NameQ/HY/FYCurrency UnitsRevenueNet Profit
CurrentPreviousChange (%)CurrentPreviousChange (%)
4IPC 2Q S$ mn 23.7 2.5 841.1 5.5 (1.1) Nm

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01-Aug-2013 08:54

IPC Corp / Solid NTA 27c

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31-Jul-2013 16:38

Vard / Vard Holdings

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hope its not Etude house .. keke :):)

Peter_Pan ( Date: 31-Jul-2013 16:33) Posted:

There's a house whose shorts are not yet covered. Good luck!!!

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31-Jul-2013 11:25

Vard / Vard Holdings

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Last:0.84 Vol:4934k

hope to see more upside..downside risk limited compared with the upside..

gd luck dyodd

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31-Jul-2013 11:11

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Last:0.24 Vol:1215k

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lots of selling pressure.. not sure what transpired during EGM..

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30-Jul-2013 16:27

Kreuz / Kreuz cruising back up?

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Last:0.755 Vol:940k

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looks like the plan didn't work..

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30-Jul-2013 16:22

Vard / Vard Holdings

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Key message is give credit when credit is due..

wendel ( Date: 30-Jul-2013 16:02) Posted:

ozone...ppl r like Class 95...only want to hear the good stuff!

Frankly, I treasured your proposition!

heavenknow ( Date: 30-Jul-2013 15:51) Posted:

Hmmm...most likely your views and theirs dun coincide. Thus they choose to decredit your efforts by giving bad ratings.
Your chart is really good information. Vard was too cheap to be ignored

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30-Jul-2013 16:03

Yamada Green Res / Yamada-Since it IPO at 0.22c-good response

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Time: 3:12PM
Exchange: SGX
Stock: Yamada(MC7)
Signal: Bearish MACD Crossover
Last Done: $0.24

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30-Jul-2013 16:01

Vard / Vard Holdings

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UOB chart genie trigger

Time: 3:40PM
Exchange: SGX
Stock: Vard Holdings(MS7)

Signal: Resistance - Breakout with High Volume

Last Done: $0.82

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30-Jul-2013 15:50

Vard / Vard Holdings

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Last:0.825 Vol:10750k

+0.045

looking good so far today.. hope it can end on a high today to sustain the rally

gd luck dyodd

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30-Jul-2013 15:47

Vard / Vard Holdings

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i posted a chart comparing the O& M companies n i got a bad rating.. i think the SJ admin should do something about errant bad post givers..

heavenknow ( Date: 30-Jul-2013 15:34) Posted:

Must understand us poor vard holders under months of stress, every little move up must encourge abit.

ozone2002 ( Date: 30-Jul-2013 15:22) Posted:

i dont see how this deserves a good post rating

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30-Jul-2013 15:22

Vard / Vard Holdings

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i dont see how this deserves a good post rating?

heavenknow ( Date: 30-Jul-2013 15:15) Posted:

0.81 already...gogogo

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30-Jul-2013 15:04

China Minzhong / China Minzhong Food forum

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CMZ PE only 3.X!!!!! i love to see it go down to collect more cheaply

China Minzhong should see better gross margins, and is set to report a maiden dividend, we expect

Source :Macquire

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30-Jul-2013 14:57

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

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S& P has already surpassed the 2008 peak..

Asia bourses haven't even surpassed their 2008 peak..in fact, Shanghai went all the way down to the 2009 bottom..

so now you know which one has more downside and more upside..

i'm definitely looking to buy into China and lagging Asia stocks and short US markets..

gd luck dyodd

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30-Jul-2013 13:54

Yoma Strategic / YOMA

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i never liked the hype surrounding Myanmar, deals can still fall through.. if u continue to believe & focus on the hype and not see the fundamental figures behind the stock then gd luck to those who buy into this 67x PE stock..

Yoma's Q1 net profit tumbles 80.6%

Jacquelyn Cheok

YOMA Strategic Holdings Ltd posted a net profit of S$420,000 for the first quarter ended June 30, 2013, an 80.6 per cent plunge from a net profit of S$2.2 million a year ago.

This was due to higher administrative and operating expenses as a result of an increase in headcount and staff costs.

Revenue rose 11.6 per cent from a year ago to S$15.2 million.

This was driven by sales of residences and Land Development Rights (LDR) which contributed S$14.4 million or 94.4 per cent of the total revenue during the quarter.

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30-Jul-2013 13:34

Vard / Vard Holdings

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check out the comparison of the O& M stocks..Vard is the cheapest of the lot.. gd luck dyodd
Figure 1: Singapore Offshore & Marine sector coverage stocks
Mkt Cap Tgt Last EPS Growth (%) EV/EBITDA (X) P/E (X) P/B (X) ROE (%) Div Yield (%)
(US$m) Curr Rec Price Price FY12 FY13F FY14F FY12 FY13F FY14F FY12 FY13F FY14F FY12 FY13F FY14F FY12 FY13F FY14F FY12 FY13F FY14F
Keppel Corp 14,863 SGD Buy 12.12 10.44 14.1 (34.3) 9.9 10.0 12.6 11.5 8.3 12.7 11.5 2.0 1.9 1.8
Sembcorp Marine 7,379 SGD Buy 5.20 4.45 (28.6) 13.1 18.8 12.7 9.9 8.5 17.3 15.3 12.9 3.8 3.3 2.9
Yangzijiang 2,785 SGD Hold 0.93 0.92 (9.9) (20.8) (9.5) 3.7 3.9 4.4 4.9 6.2 6.9 1.0 1.0 0.9
Cosco Corp 1,344 SGD Sell 0.65 0.76 (24.4) (42.8) 37.0 9.3 11.0 10.2 16.1 28.1 20.5 1.3 1.3 1.2
Ezion 1,721 SGD Buy 2.56 2.26 17.2 82.4 38.5 27.4 11.6 8.0 19.0 10.4 7.5 3.0 2.2 1.7

Vard 727 SGD Hold 0.95 0.78 (43.7) (47.5) 76.2 4.3 7.2 4.9 4.7 9..0 5.1 1.3 1.4 1.1 19.2 15.6 15.7 3.6 4.2 4.221.3 23.0 24.1 2.5 3.4 3.421.6 16.3 11.7 5.4 6.0 6.06.7 5.7 6.3 2.6 1.3 2.024.0 21.0 25.2 0.0 0.0 0.015.0 17.7 20.0 16.7 3.8 6.4

Source: Bloomberg, Maybank KE

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30-Jul-2013 13:28

IPC Corp / Solid NTA 27c

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i noticed there's always a pullback after reaching close to 17c..

should try at low 16c to trade the spread..

gd luck dyodd

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30-Jul-2013 11:49

Citic Envirotech / United Envirotech

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it's a freaking bad deal..19.9x PE?????? are they crazy??
gd luck dyodd
Memstar acquisition: heavy
dilution near-term (DBS)

S$293.4m (~19.9x PE)Acquiring Memstar’s membrane operation for

dilute FY14/15F EPS by 18%/14%Long term positive but 23% new shares would

nowAcquisition pending approval, maintain Hold for
Cash cum share swap to acquire all of Memstar’s
membrane operations.
with key management and shareholders of its key
membrane supplier Memstar to fully acquire Memstar’s
membrane operation for a total consideration of S$293.4m.
Of this, S$73m will be settled in cash and the remaining
S$220.1m via the issue of 200m new shares priced at
S$1.10 a share (~19x FY14F PE).UENV has signed a S& P Agreement
Earnings dilution is substantial in the short term but
deal is long term positive
membrane supply, this acquisition would enable UENV to be
vertically integrated and to ride on growth potential of
Memstar’s membrane operations. Financially, the deal values
Memstar at 19.9x FY13 PE, which is comparable to UENV’s
valuation. Although this acquisition could boost UENV’s
FY14/FY15F PATMI by 1%/6%, the issue of new shares
would dilute FY14/FY15 EPS by 18%/14%. Post acquisition
and considering full CB conversion, KKR would be the
largest shareholder of UENV with 33.7% stake, followed by
Memstar with 23% stake.. Apart from ensuring
Acquisition pending shareholders’ approval, maintain
Hold for now.
UENV pending completion of this acquisition which is
dependent on shareholder approval within six months from

the S& P agreement. No change to Hold call and TP for now.We are maintaining our earnings forecast for

xkclzf ( Date: 30-Jul-2013 09:24) Posted:

OZONE2002, how do you think acquisition?

I think it is good news, dont know why stock drop a lot

ozone2002 ( Date: 30-Jul-2013 09:13) Posted:

acquisition doesn't seem to be gd news

Last:0.93 Vol:1355k -0.095

Time: 9:07AM
Exchange: SGX
Stock: UtdEnvirotech(U19)
Signal: Bearish MACD Crossover
Last Done: $0.96

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30-Jul-2013 11:43

IPC Corp / Solid NTA 27c

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Last:0.167 Vol:12595k

+0.0040

13 million done so far..

not sure whats going on..

gd luck dyodd

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30-Jul-2013 09:21

Memstar Tech / Memstart

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UEL @ $1.1? higher than market price of 90+c? that's a bad deal.................

gd luck dyodd

chongpin ( Date: 30-Jul-2013 00:24) Posted:

United Envirotech to acquire Memstar’s business and assets for $293.4 mil

WRITTEN BY THE EDGE, MONDAY, 29 JULY 2013 21:15

Mainboard-listed United Envirotech announced today that it has agreed to acquire a 100% stake in Memstar Pte Ltd, a wholly owned subsidiary of Memstar, and certain assets from Memstar, for $293.4 million.

United Envirotech is a leading membrane-based water treatment solution provider. United Envirotech’s principle activities involve the provision of water treatment solutions using its proprietary advanced membrane technologies, such as the Membrane Bioreactor (MBR) technology and the Continuous Membrane Filtration (CMF) technology.

Memstar is one of the leading manufacturers and suppliers of polyvinylidene fluoride (PVDF) hollow fibre membrane and membrane products, with a global presence. Listed on SGX Mainboard in 2007, Memstar is equipped with strong R& D capabilities and has manufacturing facilities in Singapore and China. It’s membrane products have been used extensively by UEL in its water and wastewater treatment projects.

United Envirotech’s acquisition of Memstar Pte Ltd will make the combined entity a vertically integrated water solutions provider with enhanced competitiveness to capture the opportunities in the fast growing membrane-based water and wastewater treatment industry, leveraging on both Memstar’s proprietary membrane technologies and United Envirotech’s strong engineering and marketing capabilities in China and the global market. United Envirotech had previously acquired a 13.2% stake in Memstar, in January 2013.

Dr Lin Yucheng, Chairman and CEO of United Envirotech, said, “The transaction marks a new milestone for both companies. Memstar has been a long term supplier and partner of United Envirotech and we believe that the combination of the two companies will ensure higher quality water treatment solutions and sharpen our competitive edge to give better service and bring better value to our customers. We look forward to working closely with the Memstar management team to capture the enormous growth opportunities, particularly in China’s environmental and water treatment sector. ”

Twenty-five percent of the consideration will be satisfied by way of $73.4 million in cash and the balance 75%, or $220.1 million, through the issuance of 200.1 million UEL shares, at $1.10 per share.

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