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Latest Posts By earlybird14
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| 05-Jun-2014 09:46 |
Gallant Venture
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batam is a crown jews for gallant
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36。 。 。 。 Break and break and break, slowly. |
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| 30-May-2014 16:50 |
Neptune Orient L Rg
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NOL
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Tiger airway dropped from 2.2 to 40cents. Bounce up to 56.5cents. This can also  happen on NOL if NOL drop all the way down to 40cents, short covering can happen and push it up to 50 to 60 cents. Do you wish?
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| 30-May-2014 13:15 |
Courts Asia
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Courts Asia
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miss the boat. Thinking to buy it next week. Anyway, wait for it to settle down, will be in soon. I have confidence with their indonesia mega stores which will be open in this year. |
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| 30-May-2014 09:51 |
China Fishery
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China Fishery - Low PE
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Actually, I am negative on this company. After acquisition Copeinca, it shall be 1 + 1 = 2 effect which the revenue and profit shall be x 2 and profit shall be made for serving the loan, especially the few hundreds million notes with 9.75% interest they issued few years ago for the Russian Pollock Contract. Some contributor contribute the news state they have lose this business and plan to shut down the factory in Qing Dao, the revenue also show a huge drop in the this division which i believe the news is truth. Now, basically China Fishery is highly depend on the operation from the Peru Anchovy which is very high risk too. News has come out to state the catch is slow which imply the quota may be cut in the next fishing season. No matter how much price the fish oil or fish meal can go up, cutting down the volume will has great impact to the company like what happen 2 years ago. However, all these doesn' t reflect on the share price trading recently. But in long term, this stock is a high risk stock due to the uncertainty. All the best to who vested.
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| 30-May-2014 09:19 |
China Fishery
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China Fishery - Low PE
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May be need money to pay for the loans. This is high debt company
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| 29-May-2014 11:23 |
Neptune Orient L Rg
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NOL
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1 dollar, clear what mouth. +-5% is not consider rally or falling.
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| 29-May-2014 09:46 |
Seatrium
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Sembmarine
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this stock will go up slowly. Because rumour of 3 billion FPSO saipem project is close to finalised with Sembcorp Marine. Staffs from both companies are working on it closely and not a secret, just waiting for announcement only |
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| 29-May-2014 09:44 |
China Fishery
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China Fishery - Low PE
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sorry sorry. hahaha, the result was released on 12 May but not release on SGX announcement. So it is old news. Any way, good luck to all vested. 2QFY2014 (3-months ended 28 March 2014) vs 2QFY2013 (3-months ended 28 March 2013) Group revenue increased by 10.6% from US$162.7 million to US$179.9 million. Revenue from the Peruvian Fishmeal Operations increased by 6.8 times from US$16.6 million to US$129.7 million. This was due primarily to higher Total Allowable Catch (TAC) for Peruvian anchovy for the 2013 second fishing season and contributions from Copeinca. During the quarter under review, the average selling prices of fishmeal and fish oil decreased to US$1,346 per ton (2QFY2013 &ndash US$1,431 per ton) and US$1,977 per ton (2QFY2013 &ndash US$2,328 per ton) respectively, driven by a significant increase in supply. Revenue from the Contract Supply Business decreased by 66.1% from US$136.7 million to US$46.3 million, due mainly to the termination and non-renewal of the Long Term Supply Agreements (the &ldquo LSAs&rdquo ). Although following the termination of the LSAs, the Group participated in the spot market, the Group did not trade on occasions when the spot prices of certain products were unfavourable. Revenue from the China Fishery Fleet (&ldquo CF Fleet&rdquo ) decreased by 58.7% from US$9.4 million to US$3.9 million, due primarily to low inventory carried over from 1QFY2014.
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| 29-May-2014 09:33 |
China Fishery
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China Fishery - Low PE
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Time to run!!! |
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| 29-May-2014 09:22 |
China Fishery
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China Fishery - Low PE
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Surprise market has no reaction. Hopefully, brokers don' t come and give rating, just let it be. Otherwise, no eye to see. Good luck to all vested. |
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| 28-May-2014 23:24 |
China Fishery
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China Fishery - Low PE
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That's really funny, the way the highlights mislead the actual result.
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| 28-May-2014 23:23 |
China Fishery
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China Fishery - Low PE
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Spend time to read report. 20% increase in revenue is 1H result instead of 2Q result. After acquisition of copeinca, 20% is too less.
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| 28-May-2014 23:19 |
Neptune Orient L Rg
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NOL
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It may be useful 3 month down the road, when new low are pushed down.
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| 28-May-2014 23:16 |
China Fishery
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China Fishery - Low PE
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I really can't understand if this is considered good result????!!!!!.
Profit drop 52%. After acquisition copeinca plus anchovy quota increase, market expect at least 50% revenue increase but it doesn't. Look into detail, other 2 division which is contract supply from Russia pollock and china fishery fleet revenue drop massively. This is not very good especially, china fish financed few hundred million and issued bond for the contract supply business few years ago, now see like gold throw into sea, disappear totally. Anyway, tomorrow market will tell you how they interpret the result. |
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| 28-May-2014 23:11 |
China Fishery
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China Fishery - Low PE
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http://www.chinafisherygroup.com/attachment/2014051215165117_en.pdf | ||||
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| 28-May-2014 17:43 |
China Fishery
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China Fishery - Low PE
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Time is critical and be alert if something is not right, for example like  delaying in result release.
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| 28-May-2014 17:42 |
Neptune Orient L Rg
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NOL
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I am relaxing, I have quite good return for today rally.
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| 28-May-2014 17:25 |
China Fishery
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China Fishery - Low PE
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this stock only rise 1 in a year. anyway, good luck. Just would like to point the financial result is delayed which is not common.
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| 28-May-2014 17:17 |
Neptune Orient L Rg
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NOL
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Except Top 3, the rest all making loss, plenty of choice for Alibaba to choose
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| 28-May-2014 17:07 |
Neptune Orient L Rg
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NOL
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Buy sing post, buy NOL, buy DHL, to support her taobao business to grow and exceed Amazon.
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