Re:Sinotel Technolog... by neontet12th, Mar. 06:48 PM Very reassuring to know that Sinotel is getting higher in the val...
Re:Hotung by sgmarket12th, Mar. 05:27 PM Ah... just announced that one of its directors have bought 3milli...
Re:Design Studio - e... by newbie12312th, Mar. 04:15 PM Think like Design Studio and Kingsmen Creative have rested too lo...
Re:Hotung by sgmarket12th, Mar. 03:25 PM 1. Shares trading at steep discount of 0.55 P/BV
2. Announced di...
Re:Hiap Hoe by sumer12th, Mar. 02:21 PM Hiap Hoe went ex-bonus yesterday. The theoretical ex-bonus price ...
KEVIN's take on ... CHINA ANIMAL HEALTHCARE, JAYA HOLDINGS
Written by Kevin Scully
Friday, 19 February 2010
China Animal Healthcare's Q4 figures.
"What is more important is the Q4-2009 figure (for China Animal Healthcare), which saw revenue higher by 36% to RMB132.5m and net profit higher by 44% to RMB50.5m. Just annualising the Q4-2009 figure alone will give a net profit figure of about RMB200m for 2010 but this doesn’t include its new acquisitions." Read more here.
OTTO MARINE, COMTEC: More good deals
Written by Sim Kih
Thursday, 18 February 2010
Otto Marine CEO Lee Kok Wah
OTTO MARINE, a leading offshore marine group listed on the SGX, has won a 3-year bareboat charter contract from Petra Resources Sdn Bhd for a 300-man accommodation work barge.
COMTEC SOLAR Systems, a leading PRC-based manufacturer of mono crystalline solar wafers listed on HKSE, also won a deal to supply to Nasdaq-listed China Sunergy.
CHINA GAOXIAN: Unloved stock (2.6X forecast 09 PE!) with great potential
Written by Ernest Lim
Thursday, 18 February 2010
China Gaoxian's high-end yarn is used for making bedding, etc.
CHINA GAOXIAN is deeply undervalued based on cheap valuations, respectable return on equity and dividend yield, strong operating cash flows, and a play on the domestic theme in China.
I believe the investment merits more than outweigh the risks of poor sentiment and limited financial track record.
Applying a conservative PE of 6.2x to FY10F earnings, it could trade to about S$0.335 in a year’s time. Read more here.
CHINA NEW TOWN sold RMB203 m land to S'pore company
Written by Leong Chan Teik
Wednesday, 17 February 2010
China New Town's project is near to Wuxi city centre and its airport.
CHINA NEW TOWN’s financial performance depends on the frequency of land sales it can achieve – and the price, of course.
It recently announced that it had sold two residential land parcels located in Wuxi.
The price: a little more than RMB2,000 per sq m, which was higher than the last transacted price of RMB 1,500 in October 09.
THREE STOCKS in a 28-stock portfolio based on stock picks of NextInsight readers have sizzled, outperforming the market.
How have the other 25 stock picks done? Read more here
LIJUN: HK-listed firm has China’s IV market in the bag
Written by Andrew Vanburen (China Correspondent)
Tuesday, 16 February 2010
Lijun: China's largest manufacturer of non-PVC soft bag packaging IV infusion solutions.
LIJUN INTERNATIONAL Pharmaceutical (HK: 2005) saw its top line top 866 mln hkd in the first half of 2009, up from around 846 mln hkd a year earlier.
Its IV infusion products contributed 37% to revenue, but a quick look behind the figures reveals that these goods accounted for nearly 60% of its net profit over the period!
How does Lijun hope to boost growth via enhanced reliance on these higher margin products? Click here to see what its CFO told NextInsight recently.
GP BATTERIES: "Grossly undervalued at PE of 4," says chairman
Written by Andrew Vanburen (China Correspondent)
Monday, 15 February 2010
GP Batteries recently bought out US-based electobike firm Vectrix. Photo: Vectrix
GP BATTERIES International Ltd (SGX: GP Bat) believes in casting a wide net to haul in as much revenue as possible.
The Singapore-listed firm is directly involved in three of the top five selling non-rechargeable battery sellers in mainland China, is a major innovator in rechargeable consumer batteries, and has also been a pioneer in the development of rechargeable vehicle batteries for the pure electric and hybrid market.
Click here to read what the firm’s chairman and chief executive told NextInsight recently.
AUSGROUP: Mixed views from analysts
Written by Sim Kih
Monday, 15 February 2010
Ausgroup CEO John Sheridan. File photo by Sim Kih
AUSGROUP CEO John Sheridan highlighted last Thu during the company's 1H2010 results briefing that its order books have ballooned, margins have expanded, cashflow remains strong and gearing remains low.
Is it on a recovery phase from the global financial crisis which affected commodities demand?
Its 1H2010 results drew mixed reviews from analysts: CIMB-GK maintained its ‘Outperform’ call, while OCBC Investment Research downgraded the stock to ‘Hold’ last week.
CHARLIE'S views on ....CJ Fertilizer, Z-Obee, China New Town
Written by The NextInsight team
Sunday, 14 February 2010
Charlie Lau. Photo by Joan Kuan
CHARLIE LAU gives his technical analysis of three stocks, including CJ FERTILIZER, which was heavily traded last Friday (Feb 12) with nearly 9 million shares changing hands.
Another high-volume stock: Z-OBEE, which yesterday (Feb 13) reported a US$1.8 million profit for Q3, up massively from US$21,635 a year ago.
MY MOST memorable holiday must have been a solo trip to Phuket right after the arduous process of getting my company, Qian Hu Corporation, listed on the Singapore Exchange in November 2000. It was my very first holiday after many years of working. I was 35.
(This is part of an occasional series Boss on Holiday! Read more about Kenny enjoying the 4Ss - sleep, suntan, swim, sambuca drink - here.)
JUST ASK: 'Can our portfolio yield $7K monthly for spending?'
Written by The NextInsight team
Saturday, 13 February 2010
Can my wife & I retire on $2.2 m?
Dear Mr Leong Sze Hian, It has been very enriching and educational reading your views on NextInsight. Thank you very much. I hope to be able to have your advice and suggestions as to how I could plan ahead as I near my retirement early next year at the age of 62.
I hope of course to be able to work for a few more years and even till 70 years if I am allowed to. I would like to retire with some $2.2 m.
Find out Sze Hian's reply here in this popular weekly column, JUST ASK.
