Back

Latest Forum Topics / Vard

Post Reply

STXOSV Post Reply Rate topic
rotijai Supreme	19-Mar-2011 17:14        rotijai About Contact  Quote this Post!
x 0   x 0  Alert Admin	hm..? New123      ( Date: 12-Mar-2011 20:07) Posted: Oil rigs require offshore support vessels for a variety of reasons – tugs to move rigs or heavy equipment/machinery, as a supplies vessel, anchor handling. Some offshore support vessels are even equipped with special equipment with fire fighting capabilities. • STX OSV builds Anchor Handling Tugs Supply (AHTS) vessels and Platform Supply Vessels (PSVs). AHTS vessels are multi function vessels, which can handle anchors for rigs, move or tug the rigs to their destinations as well as transport supplies/equipment. Platform Supply Vessels on the other hand can be considered as the transport trucks of the sea. Their main function is to transport supplies, machinery and equipment. • In our view, STX OSV could be a potential beneficiary from increasing oil rigs orders in recent times. • The stock is currently trading at 8.8x CY12 P/E, slightly above offshore support vessels peer historical 5-year forward average valuations. However, in view of its scale and strong order book outstanding (estimated S$4.2bn for FY2010), we argue that STX OSV should be trading at a premium to its peers, and should be trading closer to the valuation multiples of rigbuilders. We have an Outperform recommendation with TP of S$1.60, based on 11x CY12 P/E. (quote  from  Cimb)
Useful To Me  Not Useful To Me
New123 Elite	19-Mar-2011 15:10        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is the usual PE for ship builder? Stxosv is about 4.7 x PE and I think should be able to achieve a PE of 6.5 x which is $1.43. rotijai      ( Date: 19-Mar-2011 13:54) Posted: actually the PE isnt low depends on which industry u compare stx to.. it's between shipbuilder and rigbuilder.. if u compare with shipbuilder, its PE isnt really low New123      ( Date: 19-Mar-2011 12:57) Posted: They are in different industry. Cannot compare. I would  prefer stxosv as its PE is low and a book order of 4.2b. Has anybody attended the 'Value Investing Foundation Workshop’? Can share.
Useful To Me  Not Useful To Me
rotijai Supreme	19-Mar-2011 13:54        rotijai About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually the PE isnt low depends on which industry u compare stx to.. it's between shipbuilder and rigbuilder.. if u compare with shipbuilder, its PE isnt really low New123      ( Date: 19-Mar-2011 12:57) Posted: They are in different industry. Cannot compare. I would  prefer stxosv as its PE is low and a book order of 4.2b. Has anybody attended the 'Value Investing Foundation Workshop’? Can share.
Useful To Me  Not Useful To Me
New123 Elite	19-Mar-2011 12:57        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They are in different industry. Cannot compare. I would  prefer stxosv as its PE is low and a book order of 4.2b. Has anybody attended the 'Value Investing Foundation Workshop’? Can share.
Useful To Me  Not Useful To Me
rotijai Supreme	19-Mar-2011 12:12        rotijai About Contact  Quote this Post!
x 0   x 0  Alert Admin	just curious.. i took a look at osim and stx's earnings.. stx's profit is like a few times more than osim.. and the price is so much lower as compared to osim.. this shows how uncertain the market can be.. :/
Useful To Me  Not Useful To Me
New123 Elite	18-Mar-2011 21:44        New123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Libya announced it was ceasing military operations .. A piece of good news.. Monday all counters are going up...
Useful To Me  Not Useful To Me
teeth53 Supreme	18-Mar-2011 19:03        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	Respect the markets,  don  disregard on how mkt players play. STXOSV 1.080 1.060 -0.020c -1.9% vol-3,553,000 100,000 1.060 1.070 215,000
Useful To Me  Not Useful To Me
tea444u Master	18-Mar-2011 14:54        tea444u About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	use different technique- dont try to predict its movements than maybe it will move in the way we hope for...just hold ?
Useful To Me  Not Useful To Me
bishan22 Elite	18-Mar-2011 09:46        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many are chicken hearted. Make peanut oso run liao. Those with bigger heart must wait for your turn.
Useful To Me  Not Useful To Me
teeth53 Supreme	18-Mar-2011 09:36        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	STXosv on profit taking, it hit hi 1.09c aft half hr  of trade, will hav to pump more ammo to test 1.10. STXOSV 1.080 1.070 -0.010c -0.9% vol-346,000 41,000 1.070 1.080 119,000 teeth53      ( Date: 17-Mar-2011 16:55) Posted: 5min more to go profit taking....+0.040c as foe now.
Useful To Me  Not Useful To Me
chris168 Senior	17-Mar-2011 23:12        chris168 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	You may be right. My queue at 1.04 was not filled. Bought Cosco, SGX and G-Leisure. Let's see if these are gd choices ...     New123      ( Date: 17-Mar-2011 16:16) Posted: Is Going up to test $1.10 soon....  bishan22      ( Date: 17-Mar-2011 15:26) Posted: Unbeliveable. Against all odds. Can show green when others are red. Good luck.
Useful To Me  Not Useful To Me
New123 Elite	17-Mar-2011 21:09        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Europe shares rebounces strongly  and Dow Zone  will be  going up as the jobless claims dropped. Tmr  may see this counter rises above $1.10 - $1.13... risktaker      ( Date: 17-Mar-2011 20:06) Posted: should break 1.10
Useful To Me  Not Useful To Me
risktaker Supreme	17-Mar-2011 20:06        risktaker About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Sometimes you think you know, but in fact you dont"
x 0   x 0  Alert Admin	should break 1.10
Useful To Me  Not Useful To Me
teeth53 Supreme	17-Mar-2011 16:55        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	5min more to go profit taking....+0.040c as foe now.
Useful To Me  Not Useful To Me
bishan22 Elite	17-Mar-2011 16:53        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	10 minutes to grab before close. Ming tien have to pay 1.10 liao.
Useful To Me  Not Useful To Me
alexchia01 Elite	17-Mar-2011 16:24        alexchia01 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Catch The Stars And Ride With Them"
x 0   x 0  Alert Admin	Good Buy Up with Good Volume, but still too early to determine if this is a true reversal. New123      ( Date: 17-Mar-2011 16:16) Posted: Is Going up to test $1.10 soon....  bishan22      ( Date: 17-Mar-2011 15:26) Posted: Unbeliveable. Against all odds. Can show green when others are red. Good luck.
Useful To Me  Not Useful To Me
New123 Elite	17-Mar-2011 16:16        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is Going up to test $1.10 soon....  bishan22      ( Date: 17-Mar-2011 15:26) Posted: Unbeliveable. Against all odds. Can show green when others are red. Good luck.  New123      ( Date: 17-Mar-2011 15:23) Posted: The buying interest for this counter is back. BB just clear 400 lots at $1.06. Is going back to $1.10 - $1.12 level soon..
Useful To Me  Not Useful To Me
bishan22 Elite	17-Mar-2011 15:26        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unbeliveable. Against all odds. Can show green when others are red. Good luck.  New123      ( Date: 17-Mar-2011 15:23) Posted: The buying interest for this counter is back. BB just clear 400 lots at $1.06. Is going back to $1.10 - $1.12 level soon..
Useful To Me  Not Useful To Me
New123 Elite	17-Mar-2011 15:23        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The buying interest for this counter is back. BB just clear 400 lots at $1.06. Is going back to $1.10 - $1.12 level soon..
Useful To Me  Not Useful To Me
New123 Elite	17-Mar-2011 11:56        New123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Someone just bought 506 lots at $1.05. Looking good for ppl to see its value. It is trading at 4.7 times PE and a hugh order books of 4.2B. Dividends of about 6 - 8 cents is coming in April.. Good luck to those who has vested... bishan22      ( Date: 17-Mar-2011 11:49) Posted: Ya. This counter can withstand the aftershock. Hv added more today. Good luck.
Useful To Me  Not Useful To Me

                                                         First   < Newer   4801-4820 of 5364   Older>   Last