Aqua-Terra   

Marine stocks

News update from The Business Times
October 19, 2007, 10.33 am (Singapore time)
Oil near new US$90 high as dollar sinks
Oil held firm within sight of its new US$90 high on Friday as another slump
in the US dollar to a record low and rising fears over pre-winter fuel stocks
lent support to an over 13 per cent surge in under two weeks.

US light crude for the soon-to-expire November contract ticked up 5 cents
to US$89.52 a barrel by 0049 GMT, following a hefty gain of US$2.07 a
barrel on Thursday's close......................................

Article from DMG:
Oil and gas based co. with good record order books running for the next few years.
Prospects shine as oil prices continue growing to new highs.

Federal TP:1.05
Rotary TP:1.80
Labroy Marine
Swiber
Aqua-Terra TP:0.70
KS Energy TP:4.20

 

Hi,

  I am not good at dividend. But what is the detailed implication??? And when they buy ssh a problem???

  And also, how much each lot will get??

 

Thanks,

Andrew

 

 

NOTICE IS HEREBY GIVEN THAT the Register of Members and Share Transfer Books of Aqua-Terra Supply Co. Limited (the ?Company?) will be closed on 6 November 2007 to determine Members? entitlement to the interim dividend of 0.146 cents per ordinary share less 18% Singapore income tax and a tax exempt (1-tier) interim dividend of 0.154 cents per ordinary share in respect of the financial year ending 31 December 2007 (the ?Interim Dividend?).

Duly completed and stamped transfers received by the Company?s Share Registrar, Tricor Barbinder Share Registration Services (A division of Tricor Singapore Pte. Ltd.), at 8 Cross Street #11-00 PWC Building, Singapore 048424, up to 5.00 p.m. on 5 November 2007 will be registered to determine Members? entitlements to the Interim Dividend.

Members whose securities accounts with The Central Depository (Pte) Limited ("CDP") are credited with shares of the Company as at 5.00 p.m. on 5 November 2007 will be entitled to the Interim Dividend.

The Interim Dividend will be paid on 16 November 2007.


By Order of the Board
Lawrence Kwan
Company Secretary

18 October 2007

 

 

过去两年的能源与海事股热潮，经过一轮接一轮的追捧、新消息与新因素接踵而来的刺激后，虽然行业前景仍然光明，但大市值的业者股价日渐高昂，中市值的股价也已开始不再便宜，分析员认为现在是把注意力转到低至中市值业者的时候。此外，中国资金可能流进本地股市的因素，已使到市值较大的中国海事股的股价高涨。

　　华侨银行投资研究(OCBC Investment Research)上周在一份报告中便指出，能源和海事股的展望仍然良好，基础因素强劲、订单前所未有的高(持续到2011年)。在2005年早期油价上涨时，投资者的兴趣主要是在大市值的股票。现在，即使考虑到中国的合格境内机构投资者(QDII)的刺激因素之后，一些股票的价格仍然已经相当昂贵，包括中远投资(Cosco)以及扬子江船厂(Yangzijiang)等。强劲的需求，却碍于供应短缺，钻油台和造船业者需要一段时间对经济的改变做出反应。因此，现在是把注意力转到直接受益的较小的低中市值业者的时候。

岸外工程公司

业务展望良好

　　它表示，屯货商(stockists)在下游供应链能够把握良好机会，而且虽然最近股价已上涨，但在目前的价位还是吸引人。另一组是岸外工程公司，它们制造和分销石油与天然气器材和产品，在这个蓬勃的石油市场扮演同样重要的角色，这些公司的业务展望良好。

　　华侨银行投资研究主管李彩莲上周五受询时表示，投资者的兴趣从大市值扩大到二三线能源相关股，刺激了这些股票的价格，并且从传统的船厂股扩散到有关的工程公司和屯货商。?我们继续乐观看好这整个领域。不过，一些中市值股(包括如同海运(Labroy)以及洪新刘海运(ASL))在过去一两周已有了很大的涨幅，我们现在把注意力转向低－中市值股。?

　　她看好亿国拓丽(Aqua-Terra，合理价0.70元)、新顺发(SSH，0.60元)以及联邦国际(Federal International，1.05元)。

　　无独有偶，摩根士丹利(Morgan Stanley)的分析员Praveen K Choudhary上周也认为，和吉宝企业(Keppel Corp)和胜科海事(SembCorp Marine)比较，如同海运的估价更吸引人。他相信如同海运的股价可达到3.40元。

　　虽然如此，麦格里(Macquarie)研究公司上周继续看好胜科海事，并把该股的目标价调高到6.60元，认为该厂商的生产能力料将能提高33％，可在2010财年后进一步提高其盈利。

Please see the Zaobao coverage for ATS on yesterday, ATS is laggard behind all others marine stocks....

Price of ATS will shoot up very fast in next few day..... cheers!

 

one of a few remaining oil companies that are still cheaply valued. But you got to bet aginst the merger during the end of the year with KS energy. May not get a good deal... maybe that explain why no interest in this stock.

 

It appears that profit taking has come to an end. Accumulation has started again today with a rise of 0.015 to 0.52 on much higher volume than yesterday. Things should look bright at least till end of this year. My target for year end is 0.60

 

Aqua-Terra Supply Co. Ltd: Procuring A-Tiara

Summary: Macro fundamentals for the oil and gas and marine sectors are
still robust. In view of this, shipbuilding, shiprepair and offshore marine
companies here have seen overwhelming follow-through orders. While stock
prices for this sector have become increasingly pricey, we believe that the
growth factors for the offshore engineering companies ? those that are
involved in the manufacturing and distribution of oil and gas equipment and
products ? are still strong and these companies are playing an equally
crucial and profitable role in this booming oil and gas market. Aqua-Terra
Supply (ATS), an integrated service provider and procurement specialist in
the oil and gas equipment, is one such example. We like its growing
presence in China which we believe will offer the next leg of growth for
the group, with contribution expected from FY08. ATS is currently trading
at consensus 16x FY07 PER. Using this PER, we derive a fair value of S$0.70
using FY07/08F blended earnings, and this represents a potential upside of
about 41%. Maintain BUY.  (Serene Lim)

 

Looks like bulls taking a short break again.

 

Hi Terence, thic counter been laggard as compared with other marine counter such as BH Global, BengKuang.......the price for these 2 counters for last 6 month are almost on par...

Now both had surged to 0.75 & 0.82.... Any comments? Will Aqua Terra become the next stock having the bull run?

 

Last minute buy up 145 lots at 0.495. Watch this counter tomorrow.

 

Look out for this stock. Next one with potential to run. Lower Price/NTA compared to stocks like AusGroup

 

Any views on this stock? Seems to me got lots of retail selling

 

Nice ride indeed..

14:40:29	0.505	18,000	Buy Up
14:39:56	0.505	40,000	Buy Up
14:39:51	0.505	1,000	Buy Up
14:38:59	0.505	10,000	Buy Up
14:38:09	0.505	100,000	Buy Up
14:37:50	0.505	10,000	Buy Up
14:37:42	0.505	10,000	Buy Up
14:37:31	0.505	15,000	Buy Up
14:37:27	0.505	40,000	Buy Up
14:37:24	0.501	40,000	X

 

 

Lookg @ the vol. shd cross 0.5 soon.

10:35:30	0.490	30,000	Buy Up
10:34:47	0.490	20,000	Buy Up
10:34:45	0.490	30,000	Buy Up
10:34:36	0.490	50,000	Buy Up
10:34:15	0.490	10,000	Buy Up
10:32:52	0.490	50,000	Buy Up
10:32:15	0.490	10,000	Buy Up
10:29:50	0.490	20,000	Buy Up
10:24:20	0.490	10,000	Buy Up
10:22:23	0.490	10,000	Buy Up
10:13:53	0.490	5,000	Buy Up
10:12:41	0.490	50,000	Buy Up
10:12:35	0.490	20,000	Buy Up

 

I sure hope so.

 

KS energy today gain more than 15% (as at current timing @ 4.30 pm); ATS not much movement, sooner ATS will play the catch up game in next few days....

 

Yeah, I also decided to wait a bit longer. I mean why sell when the company is not making losses and increasing revenue.

 

Market suddently so quiet, Aqua Terra only rebound 0.025 cents :(.  When will this reach my ave price at 0.53 ......??? I have to be patient

 

S16gan, may be Happyseah's experience good for both of us.

Take it if you and me can not kick it off.

 

Stock market is always there. Just be patient and slowly recoup your losses....

I am still learning after trading in the market for the last 10 years....