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lookcc
    26-Jun-2008 13:40  
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absolute transparency = no conflicts of interest.
 
 
Centaur
    26-Jun-2008 10:50  
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Even recommendations from those research reports comes with many assumptions and ridiculous high 12mths targets (some of them) which we need to challenge them and make assessments ourselves. Not forgetting the biasness involved in the reports due to conflicts of interest if u noe what i mean
 
 
AK_Francis
    26-Jun-2008 01:42  
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plenty in BT daily recommendation, but AK just don't bother them, as with current volatile market, as what other sifus said, the here say alrdy lost its credibility as compared to last yr when market was red hot loh.

the moral of the storry is do your own study and gauge accordingly.
 

 
tweety
    25-Jun-2008 16:50  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

23/06/08
China Powerplus
SIAS
0.16
0.25
Buy

Starhub
MS
2.73
3.25
Overweight
24/06/08
M1
Macquaries
1.92
1.90
Neutral
25/06/08
City Dev
Citi
10.48
12.21 (Pre: 12.04)
Buy

Meiban
CIMB
0.29
0.34
Neutral Downgraded

AuSGroup
OIR
0.735
1.33
Maintain Buy

Venture
UOB KH
9.55
13.50
Buy

China Farm
DMG
0.47
0.88
Buy

Ezra
DMG
2.74
3.45
Buy

Thomson Med
DMG
0.62
0.76
Buy

ASL Marine
DBS
1.22
2.01
Buy

Jaya Holding
DBS
1.65
2.07
Buy

Keppel
DBS
11.16
12.56
Hold

Sembcorp Marine
DBS
4.02
4.85
Buy

Cosco
DBS
3.21
4.00
Buy

Yangzijiang
DBS
0.91
1.45
Hold
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
tweety
    18-Jun-2008 14:19  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

17/06/08
Tat Hong
Daiwa
2.05
2.01
Hold
18/06/08
Suntec Reit
OIR
1.51
1.71
Maintain Buy

MMP Reit
UOB KH
1.17
1.48
Buy

SMRT
UOB KH
1.80
1.98
Buy

Confort Delgro
UOB KH
1.62
1.80
Hold

Parkway Life Reit
DBS
1.19
1.47 (Pre: 1.51)
Buy

Stamford Land
SIAS
0.64
0.955
Buy

FerroChina
DMG
1.26
2.30
Buy

Indofood Agri
DMG
2.57
3.34
Buy
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
OneSharer
    12-Jun-2008 21:40  
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Would it be better if we start reading it another way -- whenever it says BUY, automatically subtract a few pennies from the quoted price?  

cyjjerry85      ( Date: 10-Jun-2008 16:43) Posted:

personally think that brokerage recommendations no longer have the effect it used to have in the past

 

 
tweety
    12-Jun-2008 16:38  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

11/06/08
Noble
CSFB
2.23
3.45
Outperform -Initiate
12/06/08
Olam
DBS
2.58
3.51
Maintain Buy

Midas
DBS
0.89
1.45
Maintain Buy

Avaplas
DMG
0.07
0.07
Neutral

ASL Marine
KE
1.25
2.04
Buy Maintained

Cosco
KE
3.25
4.23
Buy Maintained

TPV
CIMB
0.83
1.32
Outperform

China XLX
UOB KH
0.81
1.20
Buy

Venture
UOB KH
9.80
14.10
Buy

SIA
UOB
15.12
14.30
Sell

Cosco
UOB KH
3.25
4.30
Buy
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
tweety
    11-Jun-2008 15:53  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

10/06/08
Vita
SIAS
0.18
0.17
Fully valued

Mercator
DB
0.52
0.65
Buy

Li Heng
ABN
0.64
1.20
Buy

CWT
Daiwa
0.85
1.58
Rating: 2
11/06/08
Beauty China
UOB KH
0.84
1.38
Buy

Fraser C Trust
CIMB
1.28
1.70
Outperform

Micro-Mech
OIR
0.65
0.74
Maintain Buy

Comfort Delgro
DMG
1.60
2.00
Buy

Suntec Reit
DMG
1.61
2.05
Buy

CapitaMall
DMG
3.27
4.00
Buy

OCBC
DMG
8.32
10.00
Buy

HL Fin
DMG
3.60
5.18
Buy

Li Heng
DMG
0.61
1.35
Buy Initial Coverage

SembCorp Marine
DMG
4.31
4.87
Buy

OCBC
ML
8.23
10.00
Buy

Jardine C & C
MS
16.74
21.50
Overweight

Reits
UOB KH
NA
NA
Downgrade to market Weight

ASL Marine
KE
1.27
2.04
Buy Maintained

Lorenzo
KE
0.24
0.24 (Pre: 0.46)
Hold -downgrade from Buy

Cosco
DBS
3.17
4.00
Buy

Sim Lian
KE
0.46
0.53
Buy

SPC
DBS
6.32
8.22 (Pre 7.84)
Buy -Upgrade from Hold
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
cathylmg
    10-Jun-2008 16:48  
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True lah.
 
 
cyjjerry85
    10-Jun-2008 16:43  
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personally think that brokerage recommendations no longer have the effect it used to have in the past
 

 
tweety
    10-Jun-2008 16:41  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

09/06/08
Partway Life Reit
UOB KH
1.20
1.52
Buy
10/06/08
Lizhong Wheel
DMG
0.55
0.88
Buy

Raffles Med
DMG
1.37
1.69
Buy

Capitaland
GS
6.12
6.80 (Pre: 7.70)
Neutral (Pre: Buy)

City Dev
GS
10.82
11.00 (Pre: 12.90)
Neutral -Unchanged

Keppel Land
GS
5.25
6.00 (Pre: 7.00)
Neutral -Unchanged

GuocoLand
GS
2.69
3.00 (Pre: 4.40)
Neutral -Unchanged

Allgreen
GS
1.01
1.16
Neutral

Armstrong
CIMB
0.31
0.62
Outperform -Maintained

Foreland
KE
0.28
0.55
Buy Maintained

Wing Tai
UOB KH
1.64
2.20
Upgrade to Buy

Venture
Macquarie
10.06
18.70
Outperform

Cambridge
BNP
0.71
0.90
Buy

CapitMall
UBS
3.27
4.25 (Pre: 4.56)
Buy Maintained

Asia Enviroment
DBS
0.485
0.70
Buy

Keppel Corp
DBS
11.78
12.56
Maintained Hold

Chip Eng Seng
Westcomb
0.42
0.67
Buy

Unisteel
OIR
1.89
Takeover
Accep Offer
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
tweety
    09-Jun-2008 16:23  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

09/06/08
Ascendas Reits
UOB KH
2.44
3.00
Buy

CapitaMall
UOB KH
3.35
3.42
Downgrade to Hold

Capitacomm
UOB KH
2.24
2.63
Buy

Suntec Reits
UOB KH
1.63
1.90
Buy

TPV
CIMB
0.90
1.32
Outperform Maintained

DBS
UOB KH
19.86
23.10
Buy

Koda
OIR
0.41
0.565
Maintain Buy

Unisteel
UOB KH
1.76
1.88
Hold - Takeover

Venture
DMG
10.22
14.60
Nuy Maintained

KS Energy
DBS
2.00
3.32 (Pre: 3.00)
Buy

Unisteel
DBS
1.76
1.82
Hold -Takeover

China XLX
DMG
0.835
1.17
Buy Maintained

Keppel Corp
ML
12.04
15.00
Buy

CapitaMall
Citigroup
3.35
3.40 (Pre: 3.90)
Hold (Pre: Buy)

Genting Int'l
JP Morgan
0.625
0.50
Underweight

SembCorp Marine
ML
4.53
5.50
Buy

Suntec Reits
Citigroup
1.63
1.64 (Pre: 2.00)
Hold (Pre: Buy)

Parkway Lift Reits
Citigroup
1.21
1.29 (Pre: 1.45)
Hold (Pre: Buy)
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
choohian
    06-Jun-2008 17:30  
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tweety, thanks again,  for your write out on Jardine cc. Not vested but I do trade this counter - more or less

gasak buta kind. 
 
 
tweety
    06-Jun-2008 17:12  
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tweety
    06-Jun-2008 17:10  
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Sources: Goldman Sachs

May 2, 2008

COMMENT

Jardine Cycle & Carriage (JCYC.SI) S$16.62

Strong 1Q08 results, led by Astra; maintain BuyNews
Jardine Cycle & Carriage reported its 1QFY2008 results after the market
close on April 30. JC&C reported strong 1QFY2008 net profit of US$128mn,
up 65% yoy, 74% qoq, outperforming both market and our forecasts by
23% and 10%, respectively. No interim dividend was declared for this
period.

Analysis

The strong 1QFY2008 results were largely driven by its main business unit,
Astra International, which had similarly reported very strong results. Astra
contributed US$119mn, up 66% yoy, to JC&C’s 1QFY08 net profit; major
contributions were from Astra’s plantation business, whose earnings grew
by more than 200% to US$36mn. Also, Astra’s Heavy Equipment business
earnings grew by more than 100% to US$17mn. JC&C’s non Astra
business (regional ASEAN motor) also did better with 1QFY2008 net profit
of US$11mn, up 41% yoy, mainly led by its Singapore motor business.

Implications

We expect a strong positive reaction to the results. We maintain our Buy
rating and our 12-month NAV-based price target of S$20.40 which is
pegged at a 10% discount to our 2008E NAV of S$22.65. Key risks include:
Astra share price performance, Rupiah exposure, Astra-related risks
including sharper-than-expected auto demand slowdown, competition
risks mainly in the motorcycle segment, larger-than-expected bad credit
losses in auto financing unit, excessive palm oil and coal price pullback.

 
 

 
tweety
    06-Jun-2008 17:04  
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Date
Stock
Broker
Price 
Target Price
Recommendation 




(6-12mths)

05/06/08
China Milk
ABN Amro
0.71
1.10
Buy

Keppel Corp
DBS
11.86
12.56
Hold

SembCorpMarine
DBS
4.57
4.85
Buy
06/06/08
China XLX
UOB KH
0.855
1.20 (Pre: 1.65)
Buy

Unisteel
UOB KH
1.76
1.88
Hold

Hor Kew
CIMB
0.13
NA
Ceasing coverage

SingTel
KE
3.69
4.00
Hold Maintained

Hsu Fu Chi
DBS
1.05
1.49 (Pre: 1.45)
Buy

SIA
GS
15.80
14.00 (Pre: 14.80)
Sell (Pre: Neutral)

Keppel Corp
DMG
11.86
12.76
Buy

SembCorp Marine
DMG
4.57
4.87
Buy

United Fibre
DMG
0.21
0.31
Buy

Venture
DMG
10.22
14.60
Buy

Lian Beng
CIMB
0.33
0.38
Neutral
**Source: http://www.onlinetrading-hub.com
**We do not guarantee the accuracy or completeness of the data given
 
 
cyjjerry85
    05-Jun-2008 19:11  
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yes agreeable with u...when these china counters move...they really jump and spring into live...affecting one another ...but currently still not the time yet...still downtrending.

take a few popular stocks to gauge like Synear, China Hongxing, China etc etc etc...the few hot china stocks when rebound back up...will often lead the rest along.



Reveal      ( Date: 05-Jun-2008 18:27) Posted:



While the report gave a general bullish outlook for Chinese stocks for reasons as stated, overall sentiments is still cautious. While many would agree that the Chinese stocks are attractive in term of valuation and has potential for exponential returns, we still need to look at individual company's fundamentals and potentials before going in. The time horizon is also more toward mid term as the current market is still a trading market, highly volatile. But when this market eventually move, it really jump ! Just my humble reading.

 

 
 
Reveal
    05-Jun-2008 18:27  
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While the report gave a general bullish outlook for Chinese stocks for reasons as stated, overall sentiments is still cautious. While many would agree that the Chinese stocks are attractive in term of valuation and has potential for exponential returns, we still need to look at individual company's fundamentals and potentials before going in. The time horizon is also more toward mid term as the current market is still a trading market, highly volatile. But when this market eventually move, it really jump ! Just my humble reading.

 
 
 
sterny
    05-Jun-2008 16:32  
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guess have to look at the really good china stocks on  SGX and keep them. Alot of china stocks on sgx are not so good. Some are also listed on the NYSE and  was looking at them, they fair very badly on the NYSE and nasdaq. Almost zero volume and no interest.
 
 
cyjjerry85
    05-Jun-2008 16:12  
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at the moment haven't see the china counters rebounding significantly in any way through the charts yet

Reveal      ( Date: 03-Jun-2008 18:58) Posted:

China stock correction offers good bargains

32% fall in CSI 300 Index makes valuations attractive ( BT 3 Jun 2008 )

(SHANGHAI) Chinese stocks have fallen so much this year that Aluminium Corp of China Ltd is offering investors twice the profit growth of Alcoa Inc at a lower price.

The 32 per cent slump in China's CSI 300 Index, the steepest decline among the world's 20 biggest equity markets, narrowed the price-earnings gap with the Standard & Poor's 500 Index to 13 per cent from 139 per cent as of the end of last week. Mainland stocks traded in Hong Kong, where no foreign investment limits exist, are 23 per cent cheaper than US shares, data compiled by Bloomberg shows.

The CSI 300 fell after a five-fold gain sparked concern that prices are outstripping earnings prospects as the fastest-growing major economy slows, inflation accelerates and a stronger yuan makes exports less competitive.

'The correction in China provides a good opportunity to get in,' said Mark Mobius, 71, who oversees about US$42 billion of emerging-market equities as executive chairman of Templeton Asset Management Ltd in Singapore. 'Valuations of these companies are very attractive. There's no question that even if you downgrade China growth by a few points, it's still going to be greater than in the US.'

The CSI 300 Index surged 478 per cent in the past two years as China's government adopted measures to make state-owned shares tradable and the economy grew more than 10 per cent every quarter. Chinese gross domestic product, which expanded 11.9 per cent last year, may rise 10 per cent in 2008 compared with 1.3 per cent in the US, economists' forecasts compiled by Bloomberg show.

The rally pushed valuations on Chinese shares to the most expensive among the largest equity markets. It fizzled this year amid concern new stock sales will overwhelm demand and the highest interest rates in nine years will slow profit growth.

Companies in the CSI 300 trade at an average price-earnings ratio of 26.4, down from a record 52.8 in October, weekly data compiled by Bloomberg show. That compares with a ratio of 23.4 for the S&P 500. The benchmark index for American equities last traded at a premium to the CSI 300 in March 2006.

The Hang Seng China Enterprises Index, a gauge of 42 Chinese companies that trade in Hong Kong, became cheaper than the S&P 500 in March and is now valued at 18.1 times profit, Bloomberg weekly data show. Chinese companies list in Hong Kong to lure international investors who face restrictions on mainland shares.

'Selling has been irrational,' said Chen Shide, who manages the equivalent of US$2.3 billion at GF Fund Management Co in Guangzhou, China. 'The current level already holds great investment opportunities in the medium and long term.' Chinese measures to combat the fastest inflation among the world's 10 biggest economies may dent earnings, some investors say. The People's Bank of China raised its benchmark one-year lending rate six times last year to 7.47 per cent, helping slow economic growth to 10.6 per cent in the first quarter.

Inflation rose to 8.5 per cent in April, close to the highest since 1996. The yuan has gained 5.1 per cent this year against the dollar, making exports more expensive. Overseas sales grew 22 per cent in April from a year earlier, down from 31 per cent growth in March.

Valuations have 'gone from very high to still high, that's why we're cautious', said David Darst, who helps oversee more than US$700 billion as chief investment strategist at Morgan Stanley Global Wealth Management in New York. 'We don't think it's time yet to go trying to do too much bottom-fishing.'

Chinese companies' first-quarter profits grew 5.5 per cent. Earnings exceeded forecasts by 4.3 per cent for the 203 with estimates tracked by Bloomberg. By comparison, profits at US companies dropped 16 per cent in the first quarter and trailed analysts' forecasts by 4.4 per cent, according to Bloomberg data.

Net profit at Beijing-based Aluminium Corp of China will rise 20 per cent in the next two years, outpacing the 8.7 per cent growth for New York-based Alcoa, analyst estimates compiled by Bloomberg show. Chalco, as the company is known, is valued in Hong Kong at 14.5 times profit, down from 25.1 seven months ago. Chalco trades at an 11 per cent discount to Alcoa, the world's third-largest aluminium producer. -- Bloomberg

 


 


 
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