Re:China Gaoxian Fib... by Dello10th, Mar. 08:40 PM 2.6X PE? Dirt cheap. Only 18.5 cents. And I believe there will be...
Re:Best World by Bestworld10th, Mar. 04:19 PM Still way undervalued if they can maintian Q4 performance into 20...
Re:Best World by erelation10th, Mar. 02:23 PM Best World hit 35.5 cents today......
At what price will you b...
Re:Tiger Airways by MacGyver10th, Mar. 01:04 PM DBS Research is initiating coverage on Tiger Airways with a Buy r...
Re:Tiger Airways by MacGyver10th, Mar. 01:03 PM Citi -- Initiate at Buy: Ready to Roar
TP S$2.00; 36% upside...
KEVIN'S TAKE on ... INNOTEK (dividend yield of 12.5%)
Written by Kevin Scully
Monday, 01 March 2010
FOR THE full year, Innotek reported a decline in revenue of 14.3% to $361.5mn and net profit of S$9.4mn compared to a loss of S$6.3mn in 2008. The company is proposing a final dividend of 5 cents (same as 2008) which at S$0.40 gives you a dividend yield of 12.5%. Read more here.
TECHCOMP: What recession? 2009 was a record year!
Written by Leong Chan Teik
Monday, 01 March 2010
Richard Lo, President & CEO, Techcomp.
SOME ATTENDEES at a meeting with Techcomp management last Friday prefaced their questions with congratulatory remarks.
Techcomp had just reported a US$7.4-million record profit, which wiped off the anguish that Techcomp management and investors had experienced when an otherwise record profit in 2008 was slashed by forex losses.
SUNPOWER delivers results in the wake of China's recovery
Written by Sim Kih
Sunday, 28 February 2010
Sales of Sunpower's pressure vessels are expected to outperform this year.
LEADING HEAT TRANSFER technologies specialist Sunpower has posted a 57% gain in net earnings of Rmb 70.6 million for FY09. Operating cash flow jumped fourfold to Rmb 97.4 million.
"We signed an agreement for SINOPEC to promote our products internationally," said executive chairman, Prof Guo Hongxin.
At an investor briefing, the scientist explained that this development is very important for the company's expansion. Read more here.
SHENZHEN: Briton building bridges of communication, commerce
Written by Andrew Vanburen (China Correspondent)
Saturday, 27 February 2010
Briton likes can-do Shenzhen
TO ENHANCE UNDERSTANDING of one of China's youngest but most important major cities, NextInsight brings you a series of interviews with expatriates who call the southern metropolis of Shenzhen their workplace and home.
In this installment, we meet UK expat Mr. Derek Richard, a quality control advisor for information systems and smart-grid technologies – both booming undertakings in Modern China.
Join SEBASTIAN CHONG'S seminar! Early bird fee available!
Written by The NextInsight Team
Saturday, 27 February 2010
Sebastian Chong is a sought-after speaker on investing.
AT AN UPCOMING seminar co-organised by NextInsight, Sebastian Chong will use lots of real company illustrations to empower participants to look for key data and newsflow in announcements.
They will also learn to look for key information in annual reports and broker reports and to understand ratio analysis and share valuations.
JUST ASK: 'Is it silly to buy and hold (instead of trading)?'
Written by The NextInsight Team
Saturday, 27 February 2010
Better to be an active trader?
Reader: Stocks have been on a roller coaster, which have made me question the wisdom of a buy - and - hold strategy. Seems like it's better to just take a decent profit when it becomes available, & hope to be able to buy back cheaper later. What do experts say?
Some experts might recommend a combination of trading and long-term investing, but ‘ghchua’ is a rare long-term investor. He is well-known at some investing websites.
Find out what his reply to the reader’s question is in our popular weekly JUST ASK column here.
KEVIN'S take on...HOCK LIAN SENG
Written by Kevin Scully
Friday, 26 February 2010
HOCK LIAN SENG has delivered a good set of 2009 numbers.
Net profit rose 36.9% to S$21.3mn with EPS of 4.2 cents and PER of 6.9 at S$0.29.
DESIGN STUDIO, BROADWAY: What analysts now say....
Written by The NextInsight Team
Friday, 26 February 2010
Design Studio is completing its work on the Marina Bay Sands Integtrated Resort.
KIM ENG RESEARCH: "As Design Studio’s earnings approach the $50m-mark in the next 3-5 years, the stock is on track to become a multi-bagger. Its attractive valuation at just 3.8x ex-cash PER, coupled with strong cash position with zero bank borrowings makes Design Studio a desirable M&A target."
DBS Vickers: Broadway Industrial remains undervalued at only 4.5x FY10 P/E and 0.7x P/BV.
BROADWAY: Sweet 2009 profit surprise, analysts say 'buy'
Written by Leong Chan Teik
Wednesday, 24 February 2010
SS Wong, chairman, Broadway Industrial
BROADWAY INDUSTRIAL shares were up by as much as 4.5 cents, touching 90 cents, in morning trading today after the company announced a surprise Q4 net profit of $10.1 million.
Mr SS Wong, the Broadway Industrial chairman, said: "We are seeing signs of recovery across most of our business segments.”
In their reports this morning, Kevin Scully, the NRA Capital executive chairman, and DMG & Partrners analyst James Lim are bullish on the business. Read more here.
11 DAYS, 25K USD: Insightful trader or insider trading?
Written by Andrew Vanburen (China Correspondent)
Wednesday, 24 February 2010
Between posts as vice-mayor and SOE exec, Li Jian made 25k usd in 11 days. Photo: Internet
A FORMER deputy mayor of a major industrial city in Southern China made a killing on a particular A-share – 170,000 yuan (25,000 usd) over 11 trading days to be precise.
While some are lauding him as a market wizard, others are suggesting that a bit more than enlightened wizardry may have helped him see a 25% ROI in such a short timeframe.
To read more on the Chinese media’s latest take on the Li Jian saga, click here.
YANGZIJIANG: Vision for steering through winter
Written by Sim Kih
Wednesday, 24 February 2010
Yangzijiang chairman Ren Yuanlin and CFO Liu Hua interact with investors after yesterday's results briefing. Photo by Sim Kih
LARGE SHIPOWNERS are no longer placing orders for new ships, says Yangzijiang chief Ren Yuanlin, who, however, has clear plans for steering his company through the business winter.
Such clear vision may be why Yangzijiang yesterday reported a 45% jump in its FY09 net profits whilst Cosco’s plunged 64%. Read more here.
HOCK LIAN SENG has delivered a good set of 2009 numbers. 
