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Thanks for your good info. :) -
Kensonic77 ( Date: 28-May-2009 23:29) Posted:
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This is a good stock. It is good to keep more lots for dividend. I can see that the the newspaper is getting thicker each day - more advertisement revenue coming in and other other business as well.
Kensonic77 ( Date: 28-May-2009 23:29) Posted:
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SPH is a good counter and I have been accumulating from 2.35 in middle of March till now. All based on analyst report and my personal judgement. My boss is one of the anchor tenant at Paragon and nature of my job also involve advertisement in the Straits Times. For me, this counter is for its attractive dividend.
Not an inducement to buy or sell. Disclaimer as usual.
28 March 2009
Singapore Press Holdings
BUY
Current Price: S$3.03
Target Price: S$3.90
Sector Media
52-Wk Avg Daily Vol. ('000) 5,713
Market Cap (S$m) 4,873.5
(US$m) 3,362.2
Major Shareholders (%)
No substantial shareholders
Book NTA per Share (S$) 1.12
ROE (%) 20.8
Net Cash per Share (S$) (0.05)#
Stock Impact/Valuation
SPH offers an attractive risk-reward proposition. As high-beta cyclicals
have rallied strongly, the defensives now offer a relatively more attractive riskreward
proposition and should start to attract investor interest. SPH, trading
at a P/B of 2.6x, offers a 36% upside to its long-term P/B mean valuation of
3.6x. The stock will likely be favoured by investors starting to search for
value among the laggard defensives that have not rallied as much as the
cyclicals. In addition, SPH offers annual dividend yield of 7-8%. Maintain
BUY and our target price of S$3.90, which is based on our sum-of-the-parts
(SOTP) valuation of S$3.94/share.
Always take everything one reads regarding stock/bond/futures/commodities, or whatever other instruments' prices, with many pinches of salt.
For every bull out there one'll probably find a bear too. If analysts are 100% right all of the time, I think there won't be many analysts around... there would be millionaires. :-P nothing against analysts though. They are trying to do their job of pricing using various models...
Like it or not, news is the same regardless of who reads it... but the speed at which it reaches institutional players certainly is much faster than newsflow to majority of retail players.
Why else are companies like Bloomberg, Reuters and other realtime trading platforms able to charge a premium for newsflow then? The discriminator is speed of access to news.
And even with news, markets' interpretation can be very much opposite to individual trader interpretation. That's why sometimes seemingly bad news seem to actually spur unexpected mkt reactions... and vice versa.
Just trade based on real price action and volume flow.
Same thing happens to me when I follow analyst reports. Most of the time, end up losing money.
I don't think analyst reports are wrong... its just that when they are published and released to the retail players, BBs have already made their move and the rest of us are already too late.
It is very good to remember that when playing stocks, we are actually not buying the companies or their stocks...
regardless of their stocks 'true worth', the players are actually playing with time...
Because at different times, a stock can be very high or very low...
Thus never, never 'marry' stock! ...
Cheap price counter not means is good price to buy, I do believe we are buying company future, we hv do lots home work before commit !!! That's why I always study lots analyst !! For your info, Memory is my worst investment....burnt for keep long long ....
Hulumas ( Date: 28-May-2009 14:12) Posted:
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That is why I keep buying KXD at Sgd. 0.01 and hold for >two years and expecting price appreciation of >1000%. (CAVEAT EMPTOR) Ha. ha.. ha... (This counter all analyst say heavily sold, avoid this counter and Do not touch any I suppose)
alanghc2020 ( Date: 27-May-2009 19:18) Posted:
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Can this be the reason? ...
The analysts' function is to lead the mass public,
And the mass public's support is needed,
Otherwise, how can the few make big money?...
wongmx6 ( Date: 27-May-2009 21:06) Posted:
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Of course bull market target price can be met
Kensonic77 ( Date: 27-May-2009 23:51) Posted:
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Did you check those stock with Hold recommendation, Like Ho Bee and Adampak their price are at 0.795 and 0.165 respectively.
Kensonic77 ( Date: 27-May-2009 23:51) Posted:
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Ya loh, stocks are so volatile from year 2008 onwards and it is not easy to trade. Those who had bought when STI was at 1474 and able to hold - makes ton of money already.
I know there are others who are too quick to take profit and end up making less.
I hope we will make more profit when coming to 2010. Stay invested.
alanghc2020 ( Date: 28-May-2009 00:37) Posted:
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I had bought a few bluechips like spc, kep corp, kepland, NOL, during march period, all the analyst make me scare to throw!!! If I keep them, wowow, huat liao !!
Kensonic77 ( Date: 27-May-2009 23:51) Posted:
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there are MFTs... haha.. if they really know the future, I believe that there will buy quietly instead telling people what TP right ...??
alanghc2020 ( Date: 27-May-2009 19:18) Posted:
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Not so bad leh. Rotary, Starhub, Singtel makes money based on the following list.
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Date
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Stock
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Broker
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Price
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TP
(6-12M) |
Recommendation
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21/05//09
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Mobile One
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OIR
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1.48
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2.12
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Buy
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SingTel
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OIR
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2.79
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3.18
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Buy
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Starhub
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OIR
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2.08
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2.88
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Buy
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STX PO
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CIMB
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13.90
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8.00
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Underperform Maintained
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Ho Bee
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UOBKH
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0.68
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0.70
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Hold
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SGX
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CIMB
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7.00
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7.84
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Outperform Mainained
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Adampak
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DMG
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0.15
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0.15
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Neutral Maintain
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Adampak
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NRA
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0.15
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0.185
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Hold
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Rotary Engg
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CIMB
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0.54
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0.74
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Outperform Upgraded
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**We do not guarantee the accuracy or completeness of the data given
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Lol of course dont believe all that. Believe yrself
Hoping that it's not too late for you to know that.
Notice people still asking for target price etc. Discard all the analyst reports
alanghc2020 ( Date: 27-May-2009 19:18) Posted:
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Hi do you all found that TA price from variuos analyst always terbalik one ? I alwyas kena lost money, when they sell buy, price down, say sell, pice up !! Like SPC, Cosco, Keppel Corp, etc.... make me lost $$$$