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Thanks for the great & informative post.
This chart will further compliment....2012 result. STXOSV offshore Subsea construction vessels into yr 2011.
http://sg.finance.yahoo.com/echarts?s=MS7.SI#symbol=ms7.si;range=3m;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;
1) News--OSV order win announcements – we est NOK10.6bn in 2011E, and NOK14.8bn in 2012E, respectively
(2) earnings results – our estimates assume STX OSV will deliver 3-year 2009-2012E core earnings CAGR of 20%, driven by strong new order wins, and solid execution and
(3) Investor awareness of STX OSV’s attractive valuation vs. sector proxies, Keppel and Sembcorp Marine.
Valuation
Given an upturn in OSV newbuilds, we value STX OSV using a mid-cycle 2011E P/B of 2.9X to set our 12-month target price. We crosscheck our target price against the company’s industry peer group and apply our regression analysis based on P/B-ROE and Director’s Cut methodology. Our 12-month target price implies a 2011E P/E of 11X, which is in line with its industry peer group.
Key risks
Key risks to our target price and investment view include: (1) Slow OSV newbuild orders, given significant current global order backlog and still tight newbuild financing; and (2) poor execution, which could result in major cost overruns, or delivery delays.
Offer, at the discretion of Goldman Sachs (S'pore), on TP set at 12 mths is $1.54c.
Will oil price break above the $100 mark ?. The Co looks 'cheap' based on the FY2010 projected PE Ratio.
After asuming a fair value range of 10-12x and the asuming fair value trading between $1.96 to two dollars plus, plus. 12-mths target price implies a 2011E P/E of 11X, which is in line with its industry peer grp.
The peers such as Cosco, Yangzijiang and Otto Marine are trading at much higher multiples, especially Cosco.
teeth53 thot - A reasonable, good recommendation, for holding over mid to longer term, not short term, and since day one....I oredi said it is worth a dollar.
http://www.sharejunction.com/sharejunction/listMessage.htm?topicId=9164&recordCount=100
Will oil price break above the $100 mark ?. The Co looks 'cheap' based on the FY2010 projected PE Ratio.
After asuming a fair value range of 10-12x and the asuming fair value trading between $1.96 to two dollars plus, plus. 12-mths target price implies a 2011E P/E of 11X, which is in line with its industry peer grp.
The peers such as Cosco, Yangzijiang and Otto Marine are trading at much higher multiples, especially Cosco.
teeth53 thot - A reasonable, good recommendation, for holding over mid to longer term, not short term, and since day one....I oredi said it is worth a dollar.
http://www.sharejunction.com/sharejunction/listMessage.htm?topicId=9164&recordCount=100
Brazil’s local content requirements and the advantages of being in the country. The Brazilian govt has instructed Petrobras to use domestic suppliers to help boost the nation’s industrial development and this another yard soon coming up in Brasil.
teeth53 ( Date: 06-Nov-2010 15:50) Posted:
|
X'Mas mode,. Spoiler..
.
A single deal after trading hours stop, 5:05pm - Trade Summary. Last done, closed $1.10c
.
| Time | Last | Volume | Bid/Ask |
| 17:05:02 | 1.100 | 345,000 | B |
A single deal after trading hours stop, 5:05pm - Trade Summary. Last done, closed $1.10c
| Last | Trades | Volume | Bid Volume | Mid | Ask Volume |
| 1.100 | 1 | 345,000 | 345,000 | 0 | 0 |
| 1.110 | 44 | 911,000 | 911,000 | 0 | 0 |
| 1.120 | 97 | 1,381,000 | 489,000 | 0 | 892,000 |
| 1.130 | 39 | 798,000 | 99,000 | 0 | 699,000 |
| TOTAL | 181 | 3,435,000 | 1,844,000 | 0 | 1,591,000 |
Temporary pause to absolve......,
sustain the rise to a dollar for STXOSV
http://sg.finance.yahoo.com/echarts?s=MS7.SI#symbol=ms7.si;range=1m;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;
can someone tell me wdf is going on with this counter???
STXOSV morning may end unchange at $1.13c, later can chiongg liao, monitering by BBs
| Time | Last | Volume | Bid/Ask |
| 10:16:16 | 1.130 | 1,000 | A |
| 10:14:08 | 1.130 | 1,000 | A |
| 10:12:40 | 1.130 | 1,000 | A |
| 10:11:12 | 1.130 | 1,000 | A |
| 10:09:36 | 1.130 | 1,000 | A |
maybe gotta buy back tomolo.sigh.
Yesterday (Mon) 20-12-2010 and today - STZOSV closed unchanged at $1.13c
| Time | Last | Volume | Bid/Ask |
| 17:05:03 | 1.130 | 249,000 | A |
| 16:59:17 | 1.130 | 40,000 | A |
trade summary - Most changed hand at $1.14c
| Last | Trades | Volume | Bid Volume | Mid | Ask Volume |
| 1.120 | 15 | 292,000 | 292,000 | 0 | 0 |
| 1.130 | 23 | 2,179,000 | 1,282,000 | 0 | 897,000 |
| 1.140 | 143 | 7,628,000 | 4,257,000 | 0 | 3,371,000 |
| 1.150 | 9 | 56,000 | 0 | 0 | 56,000 |
| TOTAL | 190 | 10,155,000 | 5,831,000 | 0 | 4,324,000 |
Congratulations!
tea444u ( Date: 21-Dec-2010 17:22) Posted:
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really hopeless...every day drop...btw..what has the korean tension to do with this??
/i cut today and only got 96 dollars for profit...really angry.
I am not buying due to potential Korean war tention!
N.Korea says won't hit back at S.Korea live-fire drill (Tension ease in Korea peninsula without incident)
South Korea staged a live-fire exercise Monday on a flashpoint island near the disputed border, but North Korea said it would not hit back despite having vowed deadly retaliation.
Monday - end unchanged. Let see Friday >$1.18c ?? (X'mas eve - Huat..Ahh or Fatt..Ahh).
| STXOSV | CPF | 1.130 | 1.130 | 0.000 | 0.0 | vol-18,544,000 | 541,000 | 1.120 | 1.130 | 248,000 |
| Time | Last | Volume | Bid/Ask |
| 17:05:03 | 1.130 | 600,000 | A |
| 16:44:41 | 1.150 | 484,000 | A |
| 16:44:38 | 1.150 | 30,000 | B |
| 16:44:28 | 1.150 | 10,000 | B |
| 16:44:26 | 1.150 | 10,000 | B |
| 16:44:24 | 1.150 | 35,000 | B |
| 16:44:21 | 1.150 | 200,000 | B |
| 16:44:20 | 1.150 | 295,000 | B |
| 16:44:14 | 1.150 | 500,000 | B |
| 16:44:11 | 1.160 | 30,000 | A |
| 16:44:04 | 1.150 | 25,000 | B |
| 16:43:48 | 1.150 | 1,418,000 | A |
STXOSV - Chiongg....AHHHH.... $1.15c +0.02cents
$1.15c +0.02cents
http://forum.channelnewsasia.com/viewtopic.php?p=4086906#4086906
Into year 2011, this is going to be worth another dollar stock or more, then come another reward for investors.
04/11/2010 teeth53 thot - This stock is worth a dollar (over short and medium term.)
(stock012 Member - can Stag, but do your home 1st )
teeth53 IPO-ing. what U should look out for...
Just left wondering, coming Monday, will it open at $1.16c..? and will it miss another cent ?.
not bad ya!
Yesterday it miss by one cent compare to it opening px of $1.12c, today also missed by one cent as it opening px is set at $1.14c
| Time | Last | Volume | Bid/Ask |
| 17:05:05 | 1.130 | 1,017,000 | A |
Look forward to more interesting trading, as compare with Amtek.
Lastest news - https://www.ketrade.com.sg/page/SLQG_NewsArticleFrame.jsp?ARTICLE_ID=4758116
"STX OSV seems to be on a roll in getting new order wins," DMG & Partners Research said in a note to clients, citing the firm's deep technical expertise and design capability in building a vast range of offshore and subsea vessels. The brokerage added that with the latest contract, STX OSV's order book stands at 51 vessels, 18 of which will be delivered in 2012. STX OSV said in November it had secured contracts worth NOK1.3 billion ($217.1 million) to build four platform supply vessels.