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teeth53 Supreme	31-Mar-2007 18:32        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Hi akk, Hoping for BBs to come, i think is d other way round, usually when px is up let go
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ROI25per Master	31-Mar-2007 18:22        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	1 reason for up is oil price went up; as lpg is an alternative source of energy
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lucky168 Veteran	31-Mar-2007 17:08        lucky168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	anyone did a comparsion between Ouhua & ChinaEnergy?
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jasjasjas Member	31-Mar-2007 13:52        jasjasjas About Contact  Quote this Post!
x 0   x 0  Alert Admin	have been going up these few days, hope the BB would come in :)
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alexmay Veteran	29-Mar-2007 16:15        alexmay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thursday, March 15, 2007   BUY     Ouhua Energy Holdings A Cheap Energy Play     Current Price : S$0.355 Target (12-mth) : S$0.51     Ouhua Energy Holdings is a leading gas distributor primarily engaged in the import, processing and wholesaling of liquefied petroleum gas (LPG) in China. It imports raw materials from the Middle East and processes them for sale in China.     Strategically-located in energy-hungry Guangdong province. Strong economic growth in Guangdong has stimulated huge demands for energy, but highly uneven distribution of resources limits energy supply in this area. Guangdong?s LPG imports accounted for 74% of China?s in 2005. Thus, as an LPG importer, Ouhua will benefit from strong local demand.     Second-largest LPG importer in highly-concentrated industry. LPG import is a highly-concentrated industry, with the top 10 Chinese importers taking an 80% market share. The major entry barrier is specialised logistic facilities, especially port terminals. Ouhua was the second-largest LPG importer in China and the biggest one in eastern Guangdong in 2006. Ouhua seeks to expand in the central Guangdong and overseas markets.     Limited threats from substitutes in short term. In the short term, natural gas and domestically-produced LPG do not pose serious threats to LPG imports. Given the strong demand for energy, LPG imports should continue to grow in the next five years.     Initiating coverage with BUY call and S$0.51 target price. We forecast 12% sales CAGR and 10% earnings CAGR for 2007-09. The assumptions are conservative given the possible volatility of industry profitability and given that there could be potential business from overseas market that have not been factored in. Our DCF valuation indicates a target price of $0.51 (8x 2007 PE), which suggests 42% upside from the current price level. Major risks include volatility of oil prices and investors? concerns about related-party transactions. Initiate coverage with BUY. UOB initiation of buy rating with that pinch of salt. Vested
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ralphguy Member	29-Mar-2007 13:59        ralphguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope so too.. jus went in to buy in somemore.. Dont know if it is right to do so... as it has been disappointing...
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ROI25per Master	29-Mar-2007 12:02        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I believe all TA signs are gd now?
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techsys Master	20-Mar-2007 14:48        techsys About Contact  Quote this Post! Style: Combined   Mood:
x 2   x 0  Alert Admin	Time to watch this counter.  Since there is no news to this counter, it's wiser to wait.  TA indicates rebound.  But it seems this counter is getting recovery from its hardtime.  Just be carefull to with market specullation, William R and RSI can be a killer without good fundamental. Just like OSIM in the past.
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singaporegal Supreme	17-Mar-2007 20:30        singaporegal About Contact  Quote this Post! Style: Technical   Mood: Yells: "Female TA nut"
x 0   x 0  Alert Admin	Cautious on this counter.. its recent upsurge in price may not be sustainable. Its TA charts don't look that good at all.
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boonhow65 Member	16-Mar-2007 22:31        boonhow65 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOBKH is the underwriter for Ouhua, so I take their BUY call with a pitch of salt. Given the market volatility, it would be wonderful if Ouhua's price can maintain above their IPO price and wait for the next big catalyst to cheong
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boonhow65 Member	16-Mar-2007 22:30        boonhow65 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOBKH is the underwriter for Ouhua, so I take their BUY call with a pitch of salt. Given the market volatility, it would be wonderful if Ouhua's price can maintain above their IPO price and wait for the next big catalyst to cheong
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teeth53 Supreme	16-Mar-2007 17:34        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Sori. Ooop..error typing in 30-40c, should see px settle btw 38c - 40c B4 ex dividend.
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teeth53 Supreme	16-Mar-2007 17:20        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Ouhua opened 0.39c and hit a high of 0.405c and settle back at 0.39c on a profit take on volume of 2562 lots done, may see healthy px settle somewhat btw 30-40c
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merydith Member	16-Mar-2007 16:17        merydith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone can guess when is the XD date for this stock?
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merydith Member	16-Mar-2007 16:13        merydith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone can guess when is the XD date for this stock?
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ROI25per Master	16-Mar-2007 15:51        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	finally a report coming out... oversold for quite a while, rebound slowly coming
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CharmaineLim Member	16-Mar-2007 11:37        CharmaineLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	10:19 BROKER CALL - Singapore-listed Ouhua Energy assigned 'buy' rating - UOB Kay Hian Hopefully will generate more buying interest. vested since IPO
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techsys Master	16-Mar-2007 10:39        techsys About Contact  Quote this Post! Style: Combined   Mood:
x 2   x 0  Alert Admin	Hi Pals, just want to insert an opinion.  What I see from this counter is lack of confidence.   This counter seems isn't popular enough.  Perhaps due to lack of news. But with this case, this counter becomes more interresting.  Currently, oil price is climbing now plus company expansion plan (1.2 billion tons) 3rd quater 2007. That's your choice to support this counter.  Keep watch the news from OPEC for now and also inflation rate in US.  Both of them is giving good signal lately.  Perhaps there is some unsettled issues, but holding energy stock is better for now.
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alexmay Veteran	15-Mar-2007 22:31        alexmay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vested, I am wating patiently to get a big catch. Results are good, gives dividend, yield is ok, may be under research.
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stocker2007 Member	15-Mar-2007 19:27        stocker2007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ouhua Energy Holdings A Cheap Energy Play     Current Price : S$0.355 Target (12-mth) : S$0.51     Ouhua Energy Holdings is a leading gas distributor primarily engaged in the import, processing and wholesaling of liquefied petroleum gas (LPG) in China. It imports raw materials from the Middle East and processes them for sale in China.     Strategically-located in energy-hungry Guangdong province. Strong economic growth in Guangdong has stimulated huge demands for energy, but highly uneven distribution of resources limits energy supply in this area. Guangdong?s LPG imports accounted for 74% of China?s in 2005. Thus, as an LPG importer, Ouhua will benefit from strong local demand.     Second-largest LPG importer in highly-concentrated industry. LPG import is a highly-concentrated industry, with the top 10 Chinese importers taking an 80% market share. The major entry barrier is specialised logistic facilities, especially port terminals. Ouhua was the second-largest LPG importer in China and the biggest one in eastern Guangdong in 2006. Ouhua seeks to expand in the central Guangdong and overseas markets.     Limited threats from substitutes in short term. In the short term, natural gas and domestically-produced LPG do not pose serious threats to LPG imports. Given the strong demand for energy, LPG imports should continue to grow in the next five years.     Initiating coverage with BUY call and S$0.51 target price. We forecast 12% sales CAGR and 10% earnings CAGR for 2007-09. The assumptions are conservative given the possible volatility of industry profitability and given that there could be potential business from overseas market that have not been factored in. Our DCF valuation indicates a target price of $0.51 (8x 2007 PE), which suggests 42% upside from the current price level. Major risks include volatility of oil prices and investors? concerns about related-party transactions. Initiate coverage with BUY.
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