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danger Supreme	15-Jul-2017 09:55        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	CHINA STAR FOOD JUST STARTED DAY 1 ROCKET
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Tommy12356 Master	15-Jul-2017 09:46        Tommy12356 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This stock will be good return in the 1st month danger      ( Date: 15-Jul-2017 09:40) Posted: Shares Investment has identified 3 S-chips in the small cap category. When we screened for these counters, we want to identify businesses that have strong value propositions that are profitable with solid financial health yet easy to understand. Businesses that are easy to comprehend helps to alleviate the inherent scepticism investors hold and, therefore, making them more palatable.  Like Benjamin Graham once said, &ldquo The market in the long-run is a weighing machine.&rdquo We like to iterate that our selection here is not meant for speculative plays but for the long haul. Investors should also carry their own due-diligence further before committing to an investment.     DUTECH , CHINA SUNSINE CHEMICAL , CHINA STAR FOOD     China Star Food Group -- Low Risk-To-Reward  China Star Food Group listed on Catalist of the SGX not too long ago in April 2016, via a reverse takeover deal of Brooke Asia. The company primarily produces and sells sweet potato snack food products in China and currently operates two factories that have an annual capacity to produce 28,800 tonnes of sweet potato food snacks. Its third factory, with an estimated capacity of 30,000 tonnes, has been completed and the company has attained the operating license in March 2017. However, operations of the new factory were halted due to the delay in completion of Lian Cheng County wastewater treatment plant.  Owing to the unexpected delay and halt in operations, China Star Food expects its FY17 revenue and net profit to be impacted significantly, with operations of the new factory expected to resume only by September 2017.     In the year of its listing, China Star Food generated rather respectable results for FY16 where revenue was Rmb470.9 million and net profit was Rmb16.3 million. In the latest 9M17 results, revenue rose to Rmb359.8 million and net profit increased to Rmb51 million. However, for FY17, we believe that the company would record some impairment charges on unfinished products due to the operations halt in the third factory which will negatively impact the bottom line.  Notwithstanding that, the company has a robust balance sheet and as of 9M17, China Star Food has a cash balance of Rmb123.8 million and total debt of Rmb12.8 million. As it is, the company has a net cash position of Rmb111 million or about $23.1 million in Singapore dollars, higher than its market capitalisation of $21.3million!  Apart from that, China Star Food ' s current share price of $0.083 seems rather cheap, at P/E of just 1.6 times and P/B of 0.3 times. Meanwhile, local listed peers, China Kangda Food trades at 124.3 times P/E and 1.2 times P/B while Sino Grandness Food Industry Group change hands at P/E of about 2.9 times P/E and 0.4 times P/B.  Whilst China Star Food has a shorter operating record since listing compared to others in the industry, we think this S-chip offers a rather good risk-to-reward argument.
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danger Supreme	15-Jul-2017 09:40        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 2  Alert Admin	Shares Investment has identified 3 S-chips in the small cap category. When we screened for these counters, we want to identify businesses that have strong value propositions that are profitable with solid financial health yet easy to understand. Businesses that are easy to comprehend helps to alleviate the inherent scepticism investors hold and, therefore, making them more palatable.  Like Benjamin Graham once said, &ldquo The market in the long-run is a weighing machine.&rdquo We like to iterate that our selection here is not meant for speculative plays but for the long haul. Investors should also carry their own due-diligence further before committing to an investment.     DUTECH , CHINA SUNSINE CHEMICAL , CHINA STAR FOOD     China Star Food Group -- Low Risk-To-Reward  China Star Food Group listed on Catalist of the SGX not too long ago in April 2016, via a reverse takeover deal of Brooke Asia. The company primarily produces and sells sweet potato snack food products in China and currently operates two factories that have an annual capacity to produce 28,800 tonnes of sweet potato food snacks. Its third factory, with an estimated capacity of 30,000 tonnes, has been completed and the company has attained the operating license in March 2017. However, operations of the new factory were halted due to the delay in completion of Lian Cheng County wastewater treatment plant.  Owing to the unexpected delay and halt in operations, China Star Food expects its FY17 revenue and net profit to be impacted significantly, with operations of the new factory expected to resume only by September 2017.     In the year of its listing, China Star Food generated rather respectable results for FY16 where revenue was Rmb470.9 million and net profit was Rmb16.3 million. In the latest 9M17 results, revenue rose to Rmb359.8 million and net profit increased to Rmb51 million. However, for FY17, we believe that the company would record some impairment charges on unfinished products due to the operations halt in the third factory which will negatively impact the bottom line.  Notwithstanding that, the company has a robust balance sheet and as of 9M17, China Star Food has a cash balance of Rmb123.8 million and total debt of Rmb12.8 million. As it is, the company has a net cash position of Rmb111 million or about $23.1 million in Singapore dollars, higher than its market capitalisation of $21.3million!  Apart from that, China Star Food ' s current share price of $0.083 seems rather cheap, at P/E of just 1.6 times and P/B of 0.3 times. Meanwhile, local listed peers, China Kangda Food trades at 124.3 times P/E and 1.2 times P/B while Sino Grandness Food Industry Group change hands at P/E of about 2.9 times P/E and 0.4 times P/B.  Whilst China Star Food has a shorter operating record since listing compared to others in the industry, we think this S-chip offers a rather good risk-to-reward argument.
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halleluyah Supreme	15-Jul-2017 09:40        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	On 18th afternoon, u' ll noe whether u got it or not....gd luck   AndyLoss      ( Date: 15-Jul-2017 09:36) Posted: hi can anyone tell me when I will get my funds back ? The closing date is 17th and listing is on 19th.
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AndyLoss Master	15-Jul-2017 09:36        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	hi can anyone tell me when I will get my funds back ? The closing date is 17th and listing is on 19th.
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sgng123 Supreme	15-Jul-2017 03:06        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why focus on private allocation since they mostly buy to invest and not to speculate. What imp is the subscription rate for public allocation. 2.7b private placement is very big considered it still over subscripted by 2x mean demand still there. Entry bar is high for private allovation unless u belong to high income group got like 200k free cash to splurge on it no way u can get it plus u need to pay 1% booking fee 2000 dollars, explain the 2x sub rate. Public one is very cheap, only 2 dollar regardless how many u applied. 2 dollars vesus 2000 dollars difference, that the difference.
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MarcPh Senior	14-Jul-2017 18:22        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	hi, I beg to differ. Earlier i mentioned that due to the huge placement, some major brokerages giving almost 50% allocation to their clients for private placement, which is quite high for IPOs. 2x oversubscription for private-placement is consider lacklustre in the trade.   sgng123      ( Date: 13-Jul-2017 15:24) Posted: Singtel make it clear proceed from netlink used for repaying debt and reinvestment. Zero special dividebd 100% guarantee, doh hope go apply netlink and earn some kopi money. More than 90% allocated to private investors and only 185m for us. The public placement gonna be hard to get tradable allocation as everyone rush to atm . Private placement of 2.7b 2x oversubscription, meaning demand from big investors for netlink bond like safety.
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MarcPh Senior	14-Jul-2017 18:17        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	market whisper: Remisiers resentful about issuer seeking crawl-backs from the private placement that ended last week.
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MarcPh Senior	14-Jul-2017 18:16        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	market whisper: Remisiers resentful about issuer seeking crawl-backs.
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sgng123 Supreme	13-Jul-2017 16:09        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe he also want netlink badly lol, post negative unproven theory from someone to discourage participation. But netlink already hyped very positive by media and good take up in the bigger 2.7b private placement. Think public allocation oversub rate would be higher than private as privatr got a very high 200k min threhold to pass. Not to mention gonna pay 1% booking fee, public u only pay 2 dollar. It a ting gum lol.
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Jamesbond007 Veteran	13-Jul-2017 16:02        Jamesbond007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This posting (message) - and another one from the same person -  with the same contents came from a write-up from another stock website.  Octavia      ( Date: 12-Jul-2017 12:32) Posted: The problem with NetLink is that its business is built upon a single technology and once it becomes obsolete, the whole empire will collapse.  In the product sheet of NetLink NBN Trust, it is also stated &ldquo NetLink NBN Trust faces substitution risk from alternative means of data transmission.  Like every technology, the Optical Fibre network technology is susceptible to disruptions, thereby making NetLink NBN Trust&rsquo s network obsolete in the future. When it comes to technology, it is always a wildcard.
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sgng123 Supreme	13-Jul-2017 15:24        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel make it clear proceed from netlink used for repaying debt and reinvestment. Zero special dividebd 100% guarantee, doh hope go apply netlink and earn some kopi money. More than 90% allocated to private investors and only 185m for us. The public placement gonna be hard to get tradable allocation as everyone rush to atm . Private placement of 2.7b 2x oversubscription, meaning demand from big investors for netlink bond like safety.
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MarcPh Senior	13-Jul-2017 15:00        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read that this IPO is positive for Singtel. " There is a possibility that Singtel may return additional cash from the sell-down of NLT (14-15 cents/share), possibly to be declared in 4Q18 (May). Our current DPS forecast assumes 18 cents/share for FY18, which implies a payout of 70% (management&rsquo s on-going guidance is for a 55-70% payout from its core earnings) and dividend yield of 4.7%. This could rise to c.8% in the event of a special dividend. Singtel last paid a special dividend of 10 cents/share in FY11," RHB said. http://sbr.com.sg/telecom-internet/news/what-could-singtel-get-netlink-trust-listing   Octavia      ( Date: 12-Jul-2017 12:19) Posted: Singtel intends to use the net proceeds from the divestment of its stake in NetLink Trust for debt repayment, re-investments into its existing businesses, acquisitions and other capital management initiatives. On this note, Singtel investors may be disappointed that the cash windfall from the NetLink IPO would not result in any special dividend . MarcPh      ( Date: 11-Jul-2017 10:57) Posted: Will there be any extraordinary dividends for Singtel for the Netlink Trust IPO and $1.1bio debt repayment from Netlink Trus
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MarcPh Senior	13-Jul-2017 14:55        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	In addition to the $1.1bio debt repayment to Singtel, a write-up here mentions that Netlink trust needs to increase capital expenditure in the near future to increase spare capacity to meet regulatory requirements:   It is worth noting that IMDA has issued a directive for NetLink NBN Trust to increase its spare fibre capacity to at least 50%. The business trust is committing capital expenditure for its fiscal year 2018 and 2019 https://www.fool.sg/2017/07/13/netlink-nbn-trusts-ipo-1-weak-spot-investors-should-know/
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sgng123 Supreme	12-Jul-2017 18:40        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don worry too much as if u can get what u applied, most likely only those who apply 50k shares and above would get more share compared to those bidding on 10k to 20k shares. It another singpost in disguise, safe bond like trust, guess lot of insurance fund and retirement fund would rush in on listing day to pop up the share since it is priced at lower end of range.
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chengwh1 Elite	12-Jul-2017 17:03        chengwh1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Right,... I appreciated your feedback and yr points, bros,...
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ahhuat08 Elite	12-Jul-2017 15:09        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s y i said in my prior post that i agreed with your observation. Octavia      ( Date: 12-Jul-2017 14:06) Posted: Take for example in Singapore, cab booking applications like Grab and Uber led to the advent of private car hiring and disrupt the taxi industry. Whatsapp has also pushed SMS to the brink of extinction. Nowadays, most Singaporeans only use SMS for secured electronic transactions involving 2 Factor Authentication. In the past, SMS used to be a cash cow for telco operators which package it in their data plan subscriptions. Ask yourself how many SMS you have sent for the past month. I am pretty sure it is less than 20 as most people use chat apps to communicate. ahhuat08      ( Date: 12-Jul-2017 13:52) Posted: The evolvement of newer technology is something that we cannot predict with any degree of certainty
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Octavia Supreme	12-Jul-2017 14:06        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Take for example in Singapore, cab booking applications like Grab and Uber led to the advent of private car hiring and disrupt the taxi industry. Whatsapp has also pushed SMS to the brink of extinction. Nowadays, most Singaporeans only use SMS for secured electronic transactions involving 2 Factor Authentication. In the past, SMS used to be a cash cow for telco operators which package it in their data plan subscriptions. Ask yourself how many SMS you have sent for the past month. I am pretty sure it is less than 20 as most people use chat apps to communicate. ahhuat08      ( Date: 12-Jul-2017 13:52) Posted: The evolvement of newer technology is something that we cannot predict with any degree of certainty. chengwh1      ( Date: 12-Jul-2017 13:37) Posted: Netlink Trust can always reinvent itself to go into the newer technology. provided it has the funds to do so, it can always evolve wth technological advancements. Secondly, I don' t see any other newer technology that can replace fiber optics with the same quality of data transmission. Certainly not mobile,..
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ahhuat08 Elite	12-Jul-2017 13:52        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The evolvement of newer technology is something that we cannot predict with any degree of certainty. chengwh1      ( Date: 12-Jul-2017 13:37) Posted: Netlink Trust can always reinvent itself to go into the newer technology. provided it has the funds to do so, it can always evolve wth technological advancements. Secondly, I don' t see any other newer technology that can replace fiber optics with the same quality of data transmission. Certainly not mobile,... ahhuat08      ( Date: 12-Jul-2017 13:29) Posted: I concur
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chengwh1 Elite	12-Jul-2017 13:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Netlink Trust can always reinvent itself to go into the newer technology. provided it has the funds to do so, it can always evolve wth technological advancements. Secondly, I don' t see any other newer technology that can replace fiber optics with the same quality of data transmission. Certainly not mobile,... ahhuat08      ( Date: 12-Jul-2017 13:29) Posted: I concur. Octavia      ( Date: 12-Jul-2017 12:32) Posted: The problem with NetLink is that its business is built upon a single technology and once it becomes obsolete, the whole empire will collapse.  In the product sheet of NetLink NBN Trust, it is also stated &ldquo NetLink NBN Trust faces substitution risk from alternative means of data transmission.  Like every technology, the Optical Fibre network technology is susceptible to disruptions, thereby making NetLink NBN Trust&rsquo s network obsolete in the future. When it comes to technology, it is always a wildcard.
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