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27-Sep-2013 13:46

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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My " Luo Han" fish show TP of $0.118 also. :)

Rosesyrup ( Date: 26-Sep-2013 17:45) Posted:

Stay calm, don't rout. After yesterday huge spike in price, today retract is pretty much within expectation.

Believe it or not, I am eyeing $0.118.

Highly undervalued, compared to peers. Some might switch from long position to short in their attempt to time the market, but let them be. Researches have shown that only 16% of the traders managed to do that. Shortists have to pray hard they are part of the 16% or they are going to miss the boat.

Be discipline and focus on the big fish, don't be distracted by small gains.

Vested at $0.03

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26-Sep-2013 23:31

Neptune Orient L Rg / NOL

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Temasek is operating a bank too? New business?

shadowmoon ( Date: 26-Sep-2013 23:02) Posted:

Ha ....Ah Gong Temasek big or ocbc???

Rosesyrup ( Date: 26-Sep-2013 22:36) Posted:

Wah OCBC maintains sell @95cents? How come NOL still staying above $1 leh? You mean OCBC not abiding by their own TP?

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26-Sep-2013 22:40

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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In short he proposed market timing with a 3months interval. As mentioned, only 16% of the professional fund managers (not traders) is successful in doing this.

moneycow ( Date: 26-Sep-2013 22:10) Posted:

Sorry buddy, missed out your question earlier in the day.

Well predict ar...lets see. 3 months time - If the world market still good.

USA and China plays a very important role in IPCO's future.

IPCO have some lands they want to develop - but now, home sales down............it was hit quite hard during the sub prime..... thats why it was 13 cents.. when someone keep dancing and asking a buy call - say its going to chiong...........than ........almost dies like the rest ..it fell with the best...till ........less than 1.5 cents... Its Gas (not oil and gas) - its domestic piping gas supply business...both domestic gas and piped gas supply i some province in china and peasants..I think........ the last I hear quite a while ago is that they start a project to lay underground pipes to put infrastructure in place to supply to my villages or something........ Once it was in property, till RTO..by some firm..BUT it did completed some major projects......(still can be found in its site). though I thought they no long are developers...(maybe website poorly updated or trying to distract PPL whom don't really know what they does..........

If they can expand their domestic gas supply...... Industrial... zhi char shops......... they have that network to supply domestic piped gas... so that actually is their main source of income... aside from holding shares in some listed companies which des better that themself :)

US land development like very low profile............at one time someone was talking about they sell their land parcel in the US can fetch a huge sump. BUT the land they owned is like cowboy area..(not sure about this though) NO like those CDB area golden land..:)

BUT if US economy fully recovers......property market starts to pick up.........they can make some good $ from their land they owned...but this have to wait a bit longer.....won't happen in next 3 months.....

Gas supply give it continuous incomes.......if Domestic gas price rise - its likely due to more expense to buy gas to sell, they may not make more.... .. only way is expand its gas supply network to enhance consumers...

At most its stable... for normal business due to constant income streams...

The most recent positive impact they may have is perhaps thee huge rights share at a discount from blumont , unless they sell their blumont bulk share else its about collecting dividends... or if they need cash they can realised thier blumont shares......... if Blumont still does well....

so in the next 3 months........not much would happen.....it won't goes bankrupt for sure :)

Hard to say about their share prices - maybe remain 3.5 to 5 cents (max) Unless they get into OIL and Gas business like YHM and wins big contract - one contract 100+ US $MIllion and keep accumulate and win more contract.. it will amkes some difference from now else status quo I would say.........

BUT BB's play no one can predict as BB is known to push stock process up of dead stocks............

BY its own, very routine not much happening so I predict its share price would be around 3.5 - < 5 cents......

If the world remain stable financially........ Europe's debt issue doesn't cause negative impacts on world's stocks market..

The rest are really open - any thing can happen. IF any Huge bank for some reason goes burst and cause ripple effect around the world....... talk about another big financial crisis will scare the world market and every stocks will plunge to a low every opportunist hopes.:)

Till than thats all I have to say. :)

I could be grossly wrong.......though.

Cheers.

oreocookie ( Date: 26-Sep-2013 15:37) Posted:

can you predict what ipco would be in 3 months time

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26-Sep-2013 22:36

Neptune Orient L Rg / NOL

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Wah OCBC maintains sell @95cents? How come NOL still staying above $1 leh? You mean OCBC not abiding by their own TP?

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26-Sep-2013 20:42

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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=.= bro, not that I sided Iso, but get your fact right.

He did not dish out an exaggerated $4 TP.
He did come back. In fact his last post was 3hours ago at 6.11pm.

You can verify that. I see no reason why the two of you can get so worked up over such a small issue. And BTW, I believe all of us here can make independent assessment on the buying decision, Iso's comments were merely his opinions.

Bigmama ( Date: 26-Sep-2013 20:23) Posted:

I think he enjoy being ' check' by me ..... He is getting bored when he anyhow dish out a crazy TP and still so many people take him seriously.. No more interesting to him..... He needs someone to check on him.
He can say ipco 4 dollars next month.... And someone will agrees and praise him. Lol
Anyway, he lose a bet to me and was not to be in share junction anymore....didn't kept his word and come back .... For someone who doesn't do what he say.... I am still cool about it.

oreocookie ( Date: 26-Sep-2013 20:09) Posted:

dont quarrel Iso and Bigmama.... each of you are right as in each of you are entitled to your own trading style. Iso is a long player (for this time at least) and Bigmama is take profit-reenter trader. Iso invester. Bigmama trader. No win no lose. All peace.

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26-Sep-2013 17:45

Renaissance United / Neglected, Illiquid, Undervalue, Recovery counter

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17-Aug-2013 22:34

Yoma Strategic / YOMA

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I remembered replying to your posts in Yongnam's forum and it appeared to me that you are heavily vested in Myanmar. I have no intention of starting another heaty argument, therefore please stay true to your view and you may ignore all my postings.

Anyway I have divested mine so times ago and currently hold no position on this counter. Nevertheless, like you, I am interested to see where Myanmar is heading.

POST SCRIPT:

You quoted part of my comments, specifically: " we can expect to see problems surfacing in Myanmar's economy as soon as next June" . However, you missed out the front part of this sentence: " If it is fast enough" . Though I don't know why you left it out, to be fair to everyone, I think it's important for me to highlight it.

Atom99 ( Date: 17-Aug-2013 15:16) Posted:

TP56 cents? Please provide your basis of how u arrived at this number.
" we can expect to see problems surfacing in Myanmar's economy as soon as next June..." Let see next June whether what you posted turn out true.You are posting all negative comments about Myanmar.
Are u a shortist player?
I my opinion, so long as the reform are on track and FDI continue to flow in,Myanmar will continue to grow.

As for YOMA, keep for mid to long term.YOMA is the only listed company operating in Myanmar and the only stock where investor can invest in.

Rosesyrup ( Date: 14-Aug-2013 20:55) Posted:

Agree with you, overvalued. My most optimistic TP for this is merely 56cents. The presses have been reporting about " great opportunities" in Myanmar, economic risks that are highly possible have been downplayed. If it is fast enough, we can expect to see problems surfacing in Myanmar's economy as soon as next June. You can easily verify the risk that I claimed from Googling. Some advices when trading with Myanmar related stocks:

1) Avoid hinging decision on the recommendation of one analyst. Get a bigger picture from different analysts.

2) Do valuation with realistic growth rate and discount rate.

3) Always diversify portfolio and limit the weightage of such risky counter.

To the others who are still bullish about this counter, stay true to your view please. Who knows? Maybe it might just hit 90.5 cents just like DBS said

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16-Aug-2013 00:41

Neptune Orient L Rg / NOL

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Stay calm, don't panic. Thanks to Fed's inconsistent messages on tapering QE3, you can expect this to happen every now and then. Stock index can fluctuate wildly, going down 3% a day and recovering 3% the next day. However, economic progress is much more stable and predictable. Timing your investment based on economic data might be a better choice as stock index merely reflects investors phycology which still strongly influenced by actual economic data in the long term.

Today sell off in Dow is mainly due to lower sales projections by major businesses. The following is (only) my personal opinion on this matter (NOT FACTS):

Though signs of economic recovery is weak, I am rather confident that real recovery is on the way. The positive signs should not be temporary.
I am speculating that the lower sales projections might merely be those senior managements' efforts to lower their performance benchmark and thereby greatly increase their year end remuneration, should they exceed the mark by a lot.
Real concern: Possible disruption on Asian economies when Fed taper QE3. India, Indonesia and Myanmar are among the most vulnerable. Although Singapore is expected by many analysts to weather the possible disruption (and I agree with them), it would not escape unscathed if any Asian economy falls victim to the currency attack. Reason being currency speculators, who have made a heap from collapsing other Asian countries, would earn more bullets to fight against the rest of the Asian economies. The impact: A giant snowball running through Asia, sending Asia economies falling like bowling pins.

In a nutshell, I suggest ignoring the actual date of QE3** tapering and US big corporations' forecast, instead focus on the measures taken by Asian economies and the way FED is announcing**** the end of QE3.

**So long as the date fall within Jan 2014 to June 2014 it should be fine. Anything shorter would kill weak sign of recovery, while anything longer would increase US deficit and the risk of another crisis. Despite some Fed members claiming QE3 would be ended in late 2013, considering the weak economic pulse now, I remain highly skeptical about its possibility.

****The way that the announcement is made, is more important than the actual date itself. If FED were to stop QE3 as soon as the announcement ends, leaving little time for the market to react, trampling is bounded to happen as the panic investors rush to get out of the depreciating Asian currencies- 1997 Asian currencies crisis is almost certain to repeat itself. The best case would be Fed giving a few months worth of warning, allowing investors to retreat in an organized manner.

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15-Aug-2013 20:34

Neptune Orient L Rg / NOL

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Lol, not so fast yet.

Try to think of the world in this way:

1) US and Europe are the world's market, they represent most of the world demand.

2) China is the world factory, they supply US and Europe with manufactured goods.

3) South East Asia (SEA) is the factory's backyard, providing raw materials which are need by China to complete the goods.

Thus, US and Europe might have shown sign of recovery. But it still takes some time for their demands to first reach China and for China to start demanding raw materials from SEA. You can use China's growth data as a gauge to measure NOL recovery. As soon as the world factory starts running again, NOL's ships would be kept busy transporting in and out of the factory.

Though I do not have an accurate way of knowing when will this moment comes, I still attempt to forecast with trend analysis. According to my forecast, the quickest is by the end of this December, assuming Asian economies would not be severely affected by outflow of funds.

ruanlai ( Date: 15-Aug-2013 07:54) Posted:

France exits recession, German growth beats.....

SO NOL will up above $1.20 from today

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15-Aug-2013 01:33

Yongnam / Yong nam

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If that's truly the case, your worries were unfound. As I mentioned in one of my previous post, I have no intention of entering Yongnam, at least for the next 2 years- my current focus is on STI blue chips. In additions, what we discussed here have no impact on the market forces which are dominated by huge fund managers. Fund managers transact ten thousands lots at once. While most retail investors like you and I trade tens lots at best (although hundreds lots is still possible for rich individuals, considering the need to diversify). We are insignificant, don't overestimate ourselves.

Thanks Kandic and Warrenbegger for the mediation.

wiseguy1269 ( Date: 15-Aug-2013 01:10) Posted:

All I am asking for rosesyrup is to be objective in her analysis.

She has been throwing stones and rocks against Yongnam after she sold it off, hoping to buy Yongnam again at her price target of 24.5cts.

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14-Aug-2013 22:38

Yongnam / Yong nam

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Yup. For the convenience of others, the full Kim Eng report can be accessed here:

http://sgx.i3investor.com/servlets/ptres/4944.jsp

Kandic ( Date: 14-Aug-2013 22:22) Posted:

Maybank Kim Eng states their target price of 0.40 for Yongnam today.

"Maintain BUY. We scale back on our TP to account for 1) SGD4.5cent/ share we originally factored in for a 50% chance of winning YIA 2) Using 9x FY14F (one-standard deviation above 5-year average mean PER). Our new TP is now SGD0.40. Trading at 1x P/B and 3x EV/EBITDA, we believe the stock is undervalued and see this development as an opportunity rather than crisis. Maintain BUY."

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14-Aug-2013 21:17

Yongnam / Yong nam

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Lol your comments have degraded from making accusation to pure personal attacks. Though quicker than what I would expect from a wiseguy, it appeared to me that you have run of relevant points to debate about Yongnam. Since there is nothing relevant to clarify, I shall not engaged in a " coffee-shop" style of argument with you.

However, if you are interest in that magic stone, do PM me. Price is highly negotiable.

PS: It doesn't take a wiseguy (literally) to understand that the discussion among retail investors here, will not affect the market which is dominated by fund manager.

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14-Aug-2013 20:55

Yoma Strategic / YOMA

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Agree with you, overvalued. My most optimistic TP for this is merely 56cents. The presses have been reporting about " great opportunities" in Myanmar, economic risks that are highly possible have been downplayed. If it is fast enough, we can expect to see problems surfacing in Myanmar's economy as soon as next June. You can easily verify the risk that I claimed from Googling. Some advices when trading with Myanmar related stocks:

1) Avoid hinging decision on the recommendation of one analyst. Get a bigger picture from different analysts.

2) Do valuation with realistic growth rate and discount rate.

3) Always diversify portfolio and limit the weightage of such risky counter.

To the others who are still bullish about this counter, stay true to your view please. Who knows? Maybe it might just hit 90.5 cents just like DBS said.

ozone2002 ( Date: 30-Jul-2013 13:54) Posted:

i never liked the hype surrounding Myanmar, deals can still fall through.. if u continue to believe & focus on the hype and not see the fundamental figures behind the stock then gd luck to those who buy into this 67x PE stock..

Yoma's Q1 net profit tumbles 80.6%

Jacquelyn Cheok

YOMA Strategic Holdings Ltd posted a net profit of S$420,000 for the first quarter ended June 30, 2013, an 80.6 per cent plunge from a net profit of S$2.2 million a year ago.

This was due to higher administrative and operating expenses as a result of an increase in headcount and staff costs.

Revenue rose 11.6 per cent from a year ago to S$15.2 million.

This was driven by sales of residences and Land Development Rights (LDR) which contributed S$14.4 million or 94.4 per cent of the total revenue during the quarter.

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14-Aug-2013 20:18

Yongnam / Yong nam

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Haiz, once again you opened your mouth and removed all doubt.

1)First of all, I did not claimed that 24.5 cents or 22 cents will definitely be breached. You need a pair of glasses to help you with the reading? Anyway go back to read again what I have written for these two prices- read carefully this time round. I got tired of reiterating.

2) Secondly, never ever had I demanded any trust from anyone using this forum. In fact I urge every single soul here to do their own assessment. Seriously, are you that gullible to believe there is credibility behind such free account? How about this, I sell you a magic stone that is expected to generate a 50% return per annual? LOL.

wiseguy1269 ( Date: 14-Aug-2013 16:13) Posted:

And rest assured, my provocations will keep coming. Your once off winning streak has really gone to your head, you silly quack.

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14-Aug-2013 14:04

Yongnam / Yong nam

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Read the previous posts, " genius" ! Which sentences gave you the idea that I ever shorted Yongnam? In fact, I advised against it due to its high volatility. You just opened your mouth and removed all doubt. TSK TSK TSK. Seems like financial knowledge is not the only thing you fall short of- zero analytical skill.

Do your homework and you can rein in that " luck" component, remember this is not casino. Opps, look what am I expecting from you? Homework? You simply copy and paste an old report (claiming a TP of 41cents) from DBS to support your bullish argument. And 4 days later, the same DBS issued a new report calling for a TP of only 28 cents. Typical example of merely following what other said.

If you want to know how much homework I did for Yongnam, just keep your provocations coming.

1) NAV of 26.2cents is nothing! You can't just barge into Yongnam's office and start grabbing tables & chairs to justify your 26.2cents per share worth of investment. Thus it is more appropriate to value Yongnam using Future Value, which is the benefit that you can get from the investment.

2) As I have previously mentioned, the construction industry is going to undergo a shake out phase, which is expect to begin in Sept 2013 and last till 2020. During this period of time, Yongnam might take losses which would hurt its NAV.

3) Agree that Yongnam has strong fundamental now. However the status quo is hardly relevant as rules of game in the industry is about to change significantly. In order to survive, Yongnam needs flexibility not strong fundamental.

Cheers.

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13-Aug-2013 11:53

Yongnam / Yong nam

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Alright " smarty" , knew you need (or rather use) no theory in your decision. Whether 26.5cents is the lowest depend on valuation not mere guts feeling or brave words.

I just had enough of these " Battle Of Words" , just continuing your longing and time will tell the " smart" from dumb. Empty words are worth nothing more than used tissue papers.

wiseguy1269 ( Date: 13-Aug-2013 07:27) Posted:

Rosesyrup, from your responses one can surmise that you are a total noob.

Lots of theories but no field experience. You still studying or just graduated?

Yongnam already sold down from its highs of 38.5cts to 29cts as its intel already knew Myanmar airport tender " no win", although even at 32cts+ the counter had not factored in a win.

Current price at 26.5cts is a real steal and this counter has been grossly oversold, depressed by BB shorties. The continuous selldown over the past 3 weeks means now already no more meat to short and these BBs will reverse direction to kill these shorties instead.

One wise saying to rosésyrup to take note.

"It is better to shut your mouth and be thought a fool, rather than open it and remove all doubt."

Cheers!

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12-Aug-2013 20:45

UOB / UOB

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Here's what boosted Singapore's impressive GDP in 2Q

'Modest improvements' seen in other segments.

According to Bank of America Merrill Lynch, Singapore's GDP growth came in at +3.8% in 2Q, above expectations and earlier flash estimate of +3.7%. Higher reading came from stronger services (+5.5% vs. +5% flash estimate), despite softer manufacturing (+0.2% vs. +1.1% flash) and construction (+5.1% vs. +5.6% flash). On a quarter-on-quarter seasonally adjusted annualized basis, GDP expanded a sharp +15.5% from the first quarter.

Growth was led by services, in particular financial services (+13.1% in 2Q vs. +10.6% in 1Q), wholesale & retail services (+5.6% vs. +0.2% in 1Q). A sharp
turnaround was seen in transport & storage (+2.5% vs. -0.9% in 1Q).

Other services components also showed modest improvements, including business services (+3.7%), info-com (+3.5%), hotels & restaurants (+3.2%) and ?other services? (+1.7%). Visitor arrivals remained healthy, supporting the tourismrelated segments.

SOURCE: YAHOO FINANCE

LINK: http://sg.finance.yahoo.com/news/heres-boosted-singapores-impressive-gdp-062800701.html

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12-Aug-2013 20:42

OCBC Bank / What is the magic in OCBC rising price?

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Here's what boosted Singapore's impressive GDP in 2Q

'Modest improvements' seen in other segments.

According to Bank of America Merrill Lynch, Singapore's GDP growth came in at +3.8% in 2Q, above expectations and earlier flash estimate of +3.7%. Higher reading came from stronger services (+5.5% vs. +5% flash estimate), despite softer manufacturing (+0.2% vs. +1.1% flash) and construction (+5.1% vs. +5.6% flash). On a quarter-on-quarter seasonally adjusted annualized basis, GDP expanded a sharp +15.5% from the first quarter.

Growth was led by services, in particular financial services (+13.1% in 2Q vs. +10.6% in 1Q), wholesale & retail services (+5.6% vs. +0.2% in 1Q). A sharp
turnaround was seen in transport & storage (+2.5% vs. -0.9% in 1Q).

Other services components also showed modest improvements, including business services (+3.7%), info-com (+3.5%), hotels & restaurants (+3.2%) and ?other services? (+1.7%). Visitor arrivals remained healthy, supporting the tourismrelated segments.

SOURCE: YAHOO FINANCE

LINK: http://sg.finance.yahoo.com/news/heres-boosted-singapores-impressive-gdp-062800701.html

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12-Aug-2013 20:25

Neptune Orient L Rg / NOL

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Not bad, moved up by nearly 1 percent. Might see faster improvement as news of world economy recovery start flowing in in 3Q.

sgng123 ( Date: 12-Aug-2013 17:37) Posted:

Prepare for ship change of direction soon, NOL investors hold on and enjoy the rides upward. I am waiting for the sweet spot for punting when share price rise high enough to entice people to punt resulting in higher volume. Singapore GDP 2Q up 3.8%, manufacturing up 32% good sign for export demand since Singapore is open and export oriented economy, good guide for future demand. Watching stock go up and shortists got burnt part of the joy lol. By the way from 2Q, I noticed that there is a huge improvement in fuel oil consumption, 1Q = 113K metric ton saved vs 2Q = 229K metric tons. Almost double the amount of oil saved, suspect nol this year might be improvising extra slow steaming coupled with the 10 ( 2011/12 new deliveries) and 2 ( 1Q new built) fuel efficiency ships. 78K TEU new builts delivered in 2Q and no chartered ships returned, transpacific load load dipped to 86% compared to 91% in 1Q. 1 to 2 new ships might be deployed in transpacific in 2Q to explain the dip in load factor, 3Q might see 10+ smaller chartered ships returned to accommodate 78K new built. All these would result in similar cost saving in 3Q and later in 4Q when more ships would be returned due to another 5 ships delivered in 2H. But the best part is top 3 carriers forming P3 might be planning to take out less fuel efficient/ chartered ships from transpacific/ Europe trade lane to prepare for new built deployment in P3 on 2Q14. Oil also peaked and slowly declining due to low demand toward end of year. 3Q13 NOL fiscal result would be very interesting to watch due to freight rate recovering and further cost improvement.

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12-Aug-2013 16:23

OUE HTrust / OUE Hospitality Trust IPO Listing

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Keep all the negative posting to your self if its not news. Not Interested AH

Sound familiar?

Hawkeye ( Date: 06-Aug-2013 14:48) Posted:

Few days after IPO already sleeping.

When is OUE HT buying over Crown Plaza Changi Airport and 2 other Chinese Hotel?

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