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oldflyingfox Master	18-Apr-2013 15:12        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need only another 1% to cross over the 30% mark to kick in the takeover process, the question is at what price and how soon...
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teobl9 Member	18-Apr-2013 14:59        teobl9 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analyst: Wei Bin Is privatisation possible? We cannot rule out the possibility that Indofood will some day privatise Minzhong. Our reasons are as follows: 1. Minzhong?s integrated vegetable processing capacity is what has attracted Indofood, in our view. Indofood raised its stake in the company to 29% only two weeks after first acquiring a 15% holding. This shows its eagerness to secure a bigger control of the company. However, we do not think 29% is the end of the story. Indofood will likely continue to increase its holdings or even privatise Minzhong if it wants absolute control of the company. 2. Minzhong?s current cheap valuation also makes it a good candidate to be privatised. The stock is trading at 4.4x PER and 0.9x P/BV vs Indofood?s corresponding valuations of 18.6x and 2.8x. In our view, the huge valuation gap between the duo will benefit Indofood?s shareholders if an acquisition eventuates. 3. Minzhong?s shareholding structure is also favourable for a privatisation. Indofood already owns 29% of the company, followed by Templeton (14%) and CMIA (5%). Management owns about 5% of the company. We understand that CMIA, as a p re-IPO investor, has been investing in Minzhong since 2004 and given the nature of private equity firms, it is a natural progression for them to liquidate their investments post IPO and return the capital to their investors. Thus, it should not be too difficult for Indofood to take over CMIA?s share in the future. With the top four shareholders accounting for 51% of the company, privatisation would seem a lot more feasible in our view.
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Peter_Pan Supreme	18-Apr-2013 13:11        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "did you order dunkin' donuts"
x 0   x 0  Alert Admin	Gd luck. Peter_Pan      ( Date: 08-Apr-2013 10:09) Posted: Hmm... Peter_Pan      ( Date: 14-Mar-2013 19:22) Posted: Next support around $1.04 - $1.00 which happens to coincide with the gap created on 18/02/2013, if the rebound fails.
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aputako Member	18-Apr-2013 13:10        aputako About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waiting for below $1.00.
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Octavia Elite	18-Apr-2013 12:11        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	opening was firm...seems like selling presuure is creeping in. Octavia      ( Date: 18-Apr-2013 09:08) Posted: I think more dwnside in the  near term.
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bishan22 Elite	18-Apr-2013 12:00        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sitting dangerously at 100 days.  aputako      ( Date: 18-Apr-2013 11:33) Posted: $1.01 already. See will get cheaper.
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aputako Member	18-Apr-2013 11:33        aputako About Contact  Quote this Post!
x 0   x 0  Alert Admin	$1.01 already. See will get cheaper.
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Octavia Elite	18-Apr-2013 09:08        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I think more dwnside in the  near term.
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aputako Member	18-Apr-2013 09:06        aputako About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can pick up cheap.
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hello123 Senior	18-Apr-2013 05:57        hello123 About Contact  Quote this Post!   Mood: Yells: " google ' sgx swinger ' - for how stock operators work "
x 0   x 1  Alert Admin	China minzhong may crash to and rebound from 102 today ..   for more details see my ming zhong chart  hello123      ( Date: 17-Apr-2013 16:52) Posted: Minzhong falling fast , u may wanna cover your shorts at 102. for more details , see my minzhong chart   ( click here)   .tq     hello123      ( Date: 16-Apr-2013 04:39) Posted: china minzhong , now 109   may fall to 102  for more details see my minzhong chart ( click here)
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FearValueGreed Master	17-Apr-2013 19:16        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Break 106. Hence forth based on TA, shd head towards 90cents. That is juicy. Will wait meantime.
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hello123 Senior	17-Apr-2013 16:52        hello123 About Contact  Quote this Post!   Mood: Yells: " google ' sgx swinger ' - for how stock operators work "
x 0   x 0  Alert Admin	Minzhong falling fast , u may wanna cover your shorts at 102. for more details , see my minzhong chart   ( click here)   .tq     hello123      ( Date: 16-Apr-2013 04:39) Posted: china minzhong , now 109   may fall to 102  for more details see my minzhong chart ( click here)
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Desmond69 Member	17-Apr-2013 11:17        Desmond69 About Contact  Quote this Post!
x 0   x 0  Alert Admin	chinaMinzhong - Good level to accumulate! (better pricing then indofood)  DJ MARKET TALK: Maybank-KE Tips Potential Singapore Takeover Plays 11 Apr 2013 12:40 DJ MARKET TALK: Maybank-KE Tips Potential Singapore Takeover Plays 0440 GMT [Dow Jones] STOCK CALL: In the wake of Thai F& B player Minor (MINT.TH) taking a 10% stake in BreadTalk (5DA.SG), Maybank-Kim Eng tips nine Singapore small-caps with favorable chances for positive corporate action, including investments by private-equity or industry peers, privatization exercises, new substantial shareholders or unsolicited takeover offers. " In a world of record low interest rates against a backdrop of macro uncertainties, acquirers can control their own fate by buying out good assets," it says. Its picks straddle various sectors, but it gave extra weight to consumer plays. " Our choices also reflected attractive underlying valuations as well as positive growth potential, which will be supportive of further share price appreciation even in a non-event, meaning we would be comfortable holding on to these stocks in the long term even if a corporate action does not pan out." It tips China Minzhong (K2N.SG), Dukang Distillers (GJ8.SG), Hotel Properties (H15.SG), Midas (5EN.SG), Sarin Technologies (U77.SG), Sing Holdings (5IC.SG), Super Group (S10.SG), Viz Branz (L5J.SG) and Yongnam (Y02.SG). (leslie.shaffer@dowjones.com)   ozone2002      ( Date: 16-Apr-2013 10:22) Posted: now sino grandness much higher price than CMZ.. Sino  had overwhelming response for their product at the trade shows.. gd luck dyodd
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ozone2002 Supreme	16-Apr-2013 10:22        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	now sino grandness much higher price than CMZ.. Sino  had overwhelming response for their product at the trade shows.. gd luck dyodd
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hello123 Senior	16-Apr-2013 04:39        hello123 About Contact  Quote this Post!   Mood: Yells: " google ' sgx swinger ' - for how stock operators work "
x 0   x 0  Alert Admin	china minzhong , now 109   may fall to 102  for more details see my minzhong chart ( click here)
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tostubi Member	15-Apr-2013 12:15        tostubi About Contact  Quote this Post!
x 0   x 0  Alert Admin	whoopps.... it is no wonder i'm always losing money. i'm making decisions based on old news...hmmmm  oldflyingfox      ( Date: 15-Apr-2013 10:49) Posted: that was old news, one month ago. No impact on the present price now. tostubi      ( Date: 15-Apr-2013 10:13) Posted:   12 Mar 2013 12 Mar 2013 ChinaMinzhong ANSON WANG DIR/CEO S/U (16,546) - 1.135   15,456 2.360       This is not good is it??   haiz, sold at a loss. once had a profit of $2000 over from cmz. now have a profit of only $400 equal to a $1600 loss on cmz.
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bishan22 Elite	15-Apr-2013 11:07        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.05 must hold..... else its a goner. Good luck.
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oldflyingfox Master	15-Apr-2013 10:49        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	that was old news, one month ago. No impact on the present price now. tostubi      ( Date: 15-Apr-2013 10:13) Posted:   12 Mar 2013 12 Mar 2013 ChinaMinzhong ANSON WANG DIR/CEO S/U (16,546) - 1.135   15,456 2.360       This is not good is it??   haiz, sold at a loss. once had a profit of $2000 over from cmz. now have a profit of only $400 equal to a $1600 loss on cmz.
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tostubi Member	15-Apr-2013 10:21        tostubi About Contact  Quote this Post!
x 0   x 0  Alert Admin	or i may have made a bad mistake, maybe he sold it to indo food... hmmm.... 16546000 shares, couldn't have been on open market.    arrrgggh can't stand the lossess... pulling my hair.
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srichipan Master	15-Apr-2013 10:17        srichipan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Usually it's not a good sign. But he must have made so much since he got it cheap. Anyway can't expect him to hold forever. Maybe sold some to get cash buy new car. Not vested (but waiting to) tostubi      ( Date: 15-Apr-2013 10:13) Posted:   12 Mar 2013 12 Mar 2013 ChinaMinzhong ANSON WANG DIR/CEO S/U (16,546) - 1.135   15,456 2.360       This is not good is it??   haiz, sold at a loss. once had a profit of $2000 over from cmz. now have a profit of only $400 equal to a $1600 loss on cmz.
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