ShareJunction - Member Posts

Back

Latest Posts By Qanghoo - Supreme

About Qanghoo

First < Newer 5041-5060 of 5268 Older> Last

10-Nov-2014 15:49

Super Group / Super Coffee

Go to Message

x 0

Is palm oil price adding pressure? Palm oil price was high for awhile at the beginning of the yr. But has fallen steadily over the last few mths. Super' s price has tumbled spectacularly over the last mths too, faster than palm oil price. Analysts alone wld not be able to push up the price. It takes two to tango. CKs must be at work in some of these counters. And I don' t think it' d be a wild guess that some ' analysts' are in collution to rig prices.

Sharemaker ( Date: 10-Nov-2014 14:34) Posted:

With the challenging conditions statements and no breakthrough products, it will be difficult to sustain its profitability given cost pressures on its raw materials especially palm oil. Current PE abt 27x and probably trend downwards. Price has moved too fast relative to its performance like OSIM, Breadtalk and a few other counters all hype-up by analyst, course lecturers and their students without any safety margin. Will wait for about 10x to be vested.

Good Post Bad Post

08-Nov-2014 07:16

United Engineers / United Engineers

Go to Message

x 0

As a cynic, I have this hypothesis. With easy availability of sophisticated software, manipulators can simply work backwards, ie, put the cart before the horse so to speak, by creating the desired chart patterns and trade according to them to hoodwink unsuspecting investors and traders. .

Kyoto2008 ( Date: 08-Nov-2014 02:47) Posted:

How not to notice this kind of strange behaviour, charting in my humble opinion throws out the unknown and known, ie insider traders as well as legitimate buyers who obtain the news earlier.

that' s the main reason some resort to charting and ignore fundamentals.. But I do think fundamenals cannot be ignored.

However, in my humble opinion, charting does have a significant role to play in determining the direction of the price movement of a stock.

Kyoto2008 ( Date: 08-Nov-2014 01:15) Posted:

Steady lah, most impt is when we see UE sail up effortlessly.

I still think it' s the China properties that' s delaying the deal between OCBC and Charoen, as this is the greyest of grey areas in terms of valuation.

But I do think that OCBC won' t want to keep UE and would like to sell it off, so eventually, the deal will come through.

Good Post Bad Post

07-Nov-2014 13:23

STATS ChipPAC / STATSChP

Go to Message

x 0

I think it' s more political from the JCet' s side that they don' t want to include the Taiwan ops.

guiren ( Date: 07-Nov-2014 12:52) Posted:

more to gain if add in the Taiwan plants

grandjedi ( Date: 07-Nov-2014 11:57) Posted:

what is the downside risk if I go in now? And, the possible upside?

Good Post Bad Post

07-Nov-2014 11:16

Neptune Orient L Rg / NOL

Go to Message

x 0

Maybe some vultures are waiting to takeover cheap too. Hoha.

halleluyah ( Date: 07-Nov-2014 11:11) Posted:

Guess Temasek also waiting fr cheap cheap to collect to average....lol.

earlybird14 ( Date: 07-Nov-2014 09:55) Posted:

Wait for Temasek to come in... Temasek shall not be quiet for too long.

Good Post Bad Post

07-Nov-2014 11:04

STATS ChipPAC / STATSChP

Go to Message

x 0

This seem to reinforce the need for foreign talent. Look at the recent performance of some of the GLCs and we ought to be very concerned. So, the qn is what' s wrong with us. And paradoxically while we are doing so well as a nation, helmed proudly by locals, why is it that lower down there is such a dearth of local talent?

guiren ( Date: 07-Nov-2014 10:51) Posted:

We talk about local talents, we talk about bring in talents, we cannot turn around Stat ?? die,, die we have to sell at loss

Qanghoo ( Date: 07-Nov-2014 10:45) Posted:

More fundamental than this is whether they are selling at a loss and, if so, how to ensure that money entrusted is well protected? I remember the previous takeover offer was at 1.88 which I did not accept. Even with the capital reduction and return of money to s/holders (if my memory serves me correctly it was funded by debt) does the current proposed sale represent a loss?

Good Post Bad Post

07-Nov-2014 10:49

Neptune Orient L Rg / NOL

Go to Message

x 0

Read the cks' minds first. My obsrvation is that when a counter gets dumped, it continues in freefall mode with no apparent end. Quite a few have suffered this fate in recent wks.

hem2998 ( Date: 07-Nov-2014 10:34) Posted:

tempting to buy but HEAVY VOLUME and DOWN is never a good time to touch.

whatever it is, insiders always first to know and react.

i' ll wait for volume to drop first and px to stabilise first.

Good Post Bad Post

07-Nov-2014 10:45

STATS ChipPAC / STATSChP

Go to Message

x 0

guiren ( Date: 07-Nov-2014 10:34) Posted:

Yes, all Singaporean talk about " Care " , TH should care about our feelings, we supported the local electronics industries, we lost in Chartered, now you want us to lose again ,,

sgjames ( Date: 07-Nov-2014 09:57) Posted:

Some think TH eager to sell off cuz Stats has been suffering years of losses. But i think they wont accept the offer - politics at play.

Good Post Bad Post

06-Nov-2014 17:18

STATS ChipPAC / STATSChP

Go to Message

x 0

Maybe a small premium, but not too much, I' d imagine. Perhaps share may trade around 60c+- abit.

SOONEST ( Date: 06-Nov-2014 17:00) Posted:

Eh bro.. read carefoolly.. its say for illustrative purposes only... to fix xchange rate when px is finalised...definitely NOT 45 cents...Th so stupid meh??? After spending billions sell at such ridiculus px???

HVRRVH ( Date: 06-Nov-2014 16:36) Posted:

45.2 cents per share but not include Taiwan' s subsidiaries, which valued at 47 cents per share. So how? Good or bad?

Good Post Bad Post

06-Nov-2014 16:36

STATS ChipPAC / STATSChP

Go to Message

x 0

Cheap cheap only, lah. Excluding Taiwan ops (which will not be included in the purchase by JCet), offer of US$780 mil.

Qanghoo ( Date: 06-Nov-2014 16:28) Posted:

Announcement out on SGX wetside.

foucs69 ( Date: 06-Nov-2014 16:23) Posted:

sure bo...............if really have.......knn i will give my vote to ?A? coming GE ah

Good Post Bad Post

06-Nov-2014 16:28

STATS ChipPAC / STATSChP

Go to Message

x 0

Announcement out on SGX wetside.

foucs69 ( Date: 06-Nov-2014 16:23) Posted:

sure bo...............if really have.......knn i will give my vote to ?A? coming GE ah

BigCannonFairy ( Date: 06-Nov-2014 16:17) Posted:

Target=> > > > > $1.64

Good Post Bad Post

06-Nov-2014 16:17

STATS ChipPAC / STATSChP

Go to Message

x 0

Cover what backside. Always cover wrong side anyway!

SOONEST ( Date: 06-Nov-2014 16:02) Posted:

At 63 cents Th can't even cover backside. I xpect at least 88 or 90 cents...

hosayboh ( Date: 06-Nov-2014 15:22) Posted:

how many lots u got? Deal 0.63

Good Post Bad Post

06-Nov-2014 16:15

STATS ChipPAC / STATSChP

Go to Message

x 0

Hi Brothers n Sisters, a word of caution. Don' t be over hopeful hor. Coc you cld be disappointed, very disappointed. Of cours I too hope it' s really 1.30 cos then I really tiok beh piow. But I dare not dream that such will be the case. Cheers.

Alecduric ( Date: 06-Nov-2014 16:12) Posted:

If its $1.30 its way overpriced...i will be satisfied with 88 cents

Good Post Bad Post

06-Nov-2014 14:51

Sembcorp Ind / SembCorp Industries

Go to Message

x 0

Shockingly good. Which chng kay doing charity? Push down some more lah. Go 4.50 OK? A lot of people waiting to hop.

kenzo1975 ( Date: 06-Nov-2014 14:37) Posted:

S4.70 gd bargain

Good Post Bad Post

06-Nov-2014 14:27

STATS ChipPAC / STATSChP

Go to Message

x 0

Kui Lui?

hosayboh ( Date: 06-Nov-2014 14:22) Posted:

Good News Merger

星科金朋已於 3日在新加坡交易所公告股票暫停交易，江蘇長電也在 4日於中國上海證券交易所公告，指出公司正在籌劃重大事項，鑒於該事項存在重大不確定性，為保證公平資訊披露，維護投資者利益，避免造成公司股價異常波動，公司申請股票自 4日起停牌，並於股票停牌之日起的 5個工作日內（含停牌當日）公告並恢復交易。
新加坡國家投資公司淡馬錫控股（ Temasek Holdings Ltd.）是星科金朋主要股東，淡馬錫持股星科金朋比重約 84%，平均持股成本約新加坡幣 1.3元。傳出江蘇長電將以 10億美元（約 305億元台幣）購併星科金朋，不過據業內人士指出，該金額是錯誤的。
星科金朋先前成為兩岸封測廠競逐購併的對象，不過最後由中國封測廠積極出手，江蘇長電表態擠下天水華天，由於中國政府在當中扮演全力支持的角色，若江蘇長電購併星科金朋，不排除江蘇長電將取得絕對控股主導權，星科金朋可能從新加坡下市。
中國政府積極扶植本土半導體產業供應鏈，其中在封測領域，也鼓勵企業兼併重組和產業集中度，加速發展先進封測技術，也成為江蘇長電購併星科金朋一大推手

Good Post Bad Post

06-Nov-2014 11:30

STATS ChipPAC / STATSChP

Go to Message

x 0

Thx a lot, brother for providing the info. So, today already fourth day. No gahment or what?

henryhiew ( Date: 06-Nov-2014 11:09) Posted:

Part II Trading Halt and Voluntary Suspension
- 1302
  
  (1) The Exchange may at any time grant a trading halt to enable the issuer to disclose material information or suspend trading of the listed securities of an issuer at the request of the issuer. The Exchange is not required to act on the request.
  
  (2) The trading halt cannot exceed 3 market days or such short extension as the Exchange agrees.
  
  (3) A trading halt may be changed to a suspension by the Exchange at any time.

Good Post Bad Post

06-Nov-2014 10:52

Cedar Strategic / CEDAR TUA HUAT

Go to Message

x 0

William Hill may want to offer some odds.

XTC855 ( Date: 06-Nov-2014 10:32) Posted:

look like a recovery stock with prospects..

Qanghoo ( Date: 06-Nov-2014 10:08) Posted:

This one keep changing business. One day sure hit jackpot one, macham play 4D.

Good Post Bad Post

06-Nov-2014 10:45

STATS ChipPAC / STATSChP

Go to Message

x 0

Wld anyone know the actual rule. I thought after one day halt must announce already. I may be wrong. Maybe max two days. How can after four days still dumb.

HVRRVH ( Date: 06-Nov-2014 10:13) Posted:

yup making people guessing no ends. just have to wait, hopefully good news.

SOONEST ( Date: 06-Nov-2014 10:07) Posted:

4days alreadi...how come still no annoucement?

Good Post Bad Post

06-Nov-2014 10:08

Cedar Strategic / CEDAR TUA HUAT

Go to Message

x 0

This one keep changing business. One day sure hit jackpot one, macham play 4D.

XTC855 ( Date: 06-Nov-2014 10:06) Posted:

got some vol today..

Good Post Bad Post

06-Nov-2014 10:04

Neptune Orient L Rg / NOL

Go to Message

x 0

Alamak, this kind of reply so standard one. Arrow here, arrow there. In the end no result one. What' s happening to the Police investigation of the SingPost case?

Lucky03 ( Date: 06-Nov-2014 08:04) Posted:

SGX has replied me that they have forwarded my concerns and feedback to their relevant regulatory department for their attention. Join me to urge them to monitor NOL and seek clarification and timely disclosure on the sale of APL Logistic as we can' t always be reading updates only from newswire as well as more timely update of their business condition to avoid surprises such as the impact of the severe congestion at Southern California. It is likely that insiders had already anticipated the impact to sell down the stock over last 2 mths. If the congestion problem eases or they have found a way around it as they shared as their action plan to reduce the impact, likewise, insiders may have early intelligence again.

MetalTrader3 ( Date: 06-Nov-2014 07:36) Posted:

Dear NOL Mgmt,
My advise:
- APL Logistics (1 billion) is too little. NOL should aim for 1.2 to 1 5 billion. It will be best to release as IPO to enable flexibility & able to retain business by only selling 40%.

- For APL Shipping, a need to sell more vessels to manage undercapacity.

Good Post Bad Post

06-Nov-2014 09:54

Seatrium / Sembmarine

Go to Message

x 0

Among Ang Mohs also lots of hypocrites. I, for one, wldn' t trust what they say. So many Ang Moh banks caught for currency rigging. And I always assert that there are lots of stock price manipulation going on too. Only that nothing has come to the fore (yet).

I wld also want to be guarded against sensationalising of report and reviews. A lot of times, information is deliberated slanted for reason/s best known to the writers and analysts.

At least for Sembmarine, there is a clarification from the horses' mouth. But what I take issue with is why didn' t the coy come out with it until someone asks. Is this the way to engage investors and an example of transparency from a GLC?

I shd also mention that the coy' s press release yesterday mentioned that there is high utilisation rate at it' s four drydocks in Tuas. But whether it' s squeezing margins to procure work is a qn mark.

ozone2002 ( Date: 06-Nov-2014 09:37) Posted:

Last:3.6 Vol:1797k

-0.08

dipped below 3.6 already.. dip in prices present a buying opportunity for value investors

gd luck dyodd

ozone2002 ( Date: 04-Nov-2014 09:27) Posted:

Buy on dip gd luck dyodd, still gd value, 13x FY15 PE & 4% div yield

Sembcorp Marine (SembMarine) secured a contract worth USD240m to

build a Pacific Class 400 jack-up rig for Bank of Tokyo-Mitsubishi UFJ,

with Japan Drilling Co (JDC) as the lessor and operator of the asset. Its

YTD order wins are SGD4.2bn, on track to meet our target of SGD4.5bn.

Valuations of 11-13x FY14-16F P/E on trough earnings appear attractive.

Maintain BUY with SGD4.50TP based on SOP (a 24.3% upside).

 Good order momentum. SembMarine secured a USD240m contract to

build a Pacific Class 400 (PC400) jack-up rig, provisionally named

Hakuryu 14, for BOT Lease Co., Ltd. (BOTL), a leasing company of

Bank of Tokyo-Mitsubishi UFJ (8306 JP, NR). The rig is scheduled for

delivery by Oct 2016 and will be leased and operated by JDC (1606 JP,

NR).

 High-specification jack-up rigs still in demand. Since the launch of

the PC400 in 2010, 18 units have been ordered with nine units delivered

and operating in various countries. This contract marks the second

PC400 jack-up rig that SembMarine is building for BOTL. The first unit,

Hakuryu 12, is nearing completion, with delivery scheduled in Jan 2015.

These rigs are capable of operating in 400 feet of water and drilling highpressure,

high-temperature wells to depths of 35,000 feet and come with

accommodations for 150 persons.

 Stronger contract wins YTD vs Keppel. SembMarine&rsquo s YTD order wins

stand at SGD4.2bn, well on track to meet our SGD4.5bn target. We note

that it has actually outpaced key rival Keppel (KEP SP, BUY, TP:

SGD12.60), who has SGD4.0bn of order wins so far, whereas its share

price has underperformed Keppel&rsquo s on a relative basis.

 Time for (re-)entry. SembMarine has fallen 21% in the last 12 months

due to potential delays over the delivery of its drillship to Brazil and

recently on oil prices. Its shares are now trading at 6-8x EV/EBITDA and

11-13x P/E for FY14-16F, on what are basically trough earnings.

Forecast dividend yields are now topping 4%. We believe most of the

fears have been priced in and current valuations present an attractive

entry point. Our SOP-valuation pegs shipyard earnings at a mid-cycle

16x for a SGD4.50TP, implying a 24.3% upside.

Forecasts and Valuations Dec-12 Dec-13 Dec-14F Dec-15F Dec-16F

Total turnover (SGDm) 4,430 5,526 6,148 6,801 6,766

Reported net profit (SGDm) 538 556 574 631 671

Recurring net profit (SGDm) 541 553 574 631 671

Recurring net profit growth (%) (28.3) 2.3 3.7 9.9 6.4

Recurring EPS (SGD) 0.26 0.27 0.27 0.30 0.32

DPS (SGD) 0.13 0.13 0.14 0.15 0.16

Recurring P/E (x) 14.0 13.7 13.2 12.0 11.3

P/B (x) 3.10 2.82 2.54 2.29 2.07

P/CF (x) 36.2 8.1 17.0 9.0 9.1

Dividend Yield (%) 3.6 3.6 3.9 4.1 4.4

EV/EBITDA (x) 7.48 7.14 7.65 6.74 6.00

Return on average equity (%) 22.2 21.7 20.3 20.1 19.3

Net debt to equity (%) net cash net cash net cash net cash net cash

Our vs consensus EPS (adjusted) (%) (6.4) (5.1) 0.9

Source: Company data, OSK-DMG

Good Post Bad Post

First < Newer 5041-5060 of 5268 Older> Last

ShareJunction Version: 27 Nov 2020 ver - All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.

Part II Trading Halt and Voluntary Suspension

1302