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...
ZIWO, CHINA ANIMAL HEALTHCARE: What analysts now say
Written by The NextInsight team
Wednesday, 10 February 2010
* The Dow closed 150 points up at 10,059 this morning!
ZIWO
2007
2008
2009
2010F
2011F
Revenue (Rmb m)
150.6
286.8
360.2
582.9
680.0
Net profit (Rmb m)
27.7
57.7
97.0
153.8
178.0
EPS growth (%)
-42
+109
+56
+30
+16
P/E
13.6
6.5
4.2
3.2
2.8
Gross dividend (S c)
2.7
-
-
0.6
1.0
Dividend yield (%)
6.9
-
-
1.6
2.6
CIMB-GK has just initiated coverage of ZIWO (41.5 c) with a 60-c target. The same research house has maintained its BUY target price of S$0.44 for China Animal Healthcare (24 c). Read more here.
US fund manager who luvs (some) S-chips
Written by Leong Chan Teik
Tuesday, 09 February 2010
Andrew Worden
ANDREW BARRON WORDEN is a US fund manager whose name increasingly surfaces as a substantial shareholder of S-chips in Singapore.
The latest small cap he is buying into is Changtian Plastic & Chemical.
SHANGHAI INDEX down 10% since Jan 1 - rebound ahead?
Written by Andrew Vanburen (China Correspondent)
Tuesday, 09 February 2010
On the Fence? Chinese shoppers may help make or break the A-share markets with their holiday consumption behavior. Photo: Internet
THERE ARE at least five reasons why valuations for China’s A-share listed firms are likely to hit a rough patch over the short term, according to a Chinese language article in the China Securities Journal.
Among issues concerning watchers of China’s Shanghai and Shenzhen-listed A-shares are weaker than expected January industrial figures and inflationary concerns.
Will a stock rebound come along with the Spring Festival?
UNITED ENVIROTECH trades at a sharp discount to its peers – a fact that its chairman and CEO, Dr Lin Yucheng, could not resist highlighting to analysts over lunch last week.
His company has just reported a sharp 384% jump in net profit to S$5.2 million for Q3 ended Dec 09.
CHINA AUTO: Higher Q4 index means sector's firing on all cylinders
Written by Andrew Vanburen (China Correspondent)
Sunday, 07 February 2010
The Shanghai Auto Show displays fine four-wheeled -- and two-legged -- models. Photo: Internet
CHINA'S FOURTH QUARTER auto industry sentiment index rose 2.4 points from the previous quarter to breach the crucial century mark, registering 102 for the three-month period.
The closely-watched gauge of optimism and momentum in the all-important sector was buoyed by robust sales of late of both finished vehicles and auto parts, according to a Chinese language article in the China Youth Daily.
WITH MANY STOCKS DOWN, is it time to check out whether their technicals might suggest a ‘buy’?
After all, in Friday's session, the Dow sprang back from being triple-digit down to close 10 points in positive territory.
See what Charlie Lau has to say about the downside/upside potential of the Straits Times Index, and two well-known stocks - City Developments and Oceanus.
JUST ASK: "Can my wife & I retire at 50 with $2-3 million?"
Written by The NextInsight team
Saturday, 06 February 2010
Can retire at 50 and work 2-3 days a week?
READER: MY WIFE AND I don’t have children and we live in a HDB flat, don’t own a car, and are conservative in our lifestyle. We hardly invest in stocks, and accumulate savings in the bank's fixed deposit accounts.
We hope to retire at 50 on savings of $2-3 million. We don’t plan to stop working completely after 50, but will work two or three days a week. Is this possble?
Find out what Leong Sze Hian and Musicwhiz say to the reader, in this popular weekly series, JUST ASK. Click here.
William Fong: From lorry driver to group financial controller
Written by The NextInsight team
Saturday, 06 February 2010
William Fong of MTQ Corp
A NEXTINSIGHT reader recently emailed William Fong, Group Financial Controller of MTQ: “I am an unknown stranger to you, but I just wish to let you know that your life story published on NextInsight website has been truly inspiring. Currently I am undertaking ACCA and have found it really physically taxing due to me working full time to support my family too. After reading your life story, I am truly inspired as you overcame humble beginnings and possess a never-say-die attitude. I wish you all the best in your future endeavours, and hope that one day I will be able to emulate some of your successes.” If you missed this story which was published last year, read it here – and be inspired!
SWIBER: US$117.5 m contract win announced this morning
Written by The NextInsight team
Friday, 05 February 2010
Swiber: an integrated construction and support services provider to the offshore O&M industry
JANUARY: US$188.8 million contract win. Announced this morning (Feb 5): US$117.5 m contract win.
That’s the good news from Swiber Holdings, a world class integrated construction and support services provider to the offshore oil and gas industry.
Work on the contract announced this morning will commence immediately and is scheduled to be completed by 2Q 2011. Click here for the announcement and here for our forum thread where Swiber is actively discussed.
TIME WATCH boss determined to explore dual listing
Written by The NextInsight team
Friday, 05 February 2010
Michael Tung, chairman & CEO, Time Watch
TIME WATCH INVESTMENTS couldn’t meet a profit threshold of the Hong Kong stock exchange, so it came to Singapore in 2005.
But now that it can, it is determined to have its shares traded there for a much higher valuation, according to The Edge in a report this week.
Time Watch shares closed at 17 cents yesterday (Feb 4), trading at PE of 4 only. Read more here.
