股票 Snapshot (英文）

太空飞人

What others say
Snapshot of recent reports by brokers

|------------------+----------+-------+-----------+----------+------------|
|      Company     |  Broker  |  Date |   Rec'd   | Rec Price|   Target   |
|                  |          |       |           |          |    Price   |
|------------------+----------+-------+-----------+----------+------------|
| Yongnam Hldgs    |    GS    |   19  |    Buy    |  S$0.41  |   S$0.46   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| UOB              |    DBS   |   19  |    Buy    |  S$23.60 |   S$27.50  |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Raffles Medical  | JPMorgan |   19  | Overweight|  S$1.52  |   S$2.10   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Raffles Medical  |   CIMB   |   19  |  Neutral  |  S$1.52  |   S$1.54   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Synear Food      |   CIMB   |   19  | Outperform|  S$1.94  |   S$2.60   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Datapulse        |    KE    |   19  |    Buy    |  S$0.275 |   S$0.37   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| SingTel          |    KE    |   19  |    Buy    |  S$3.40  |   S$4.08   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| SC Global        |  Phillip |   18  |    Buy    |  S$6.00  |   S$6.60   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| IndoAgri         |   CIMB   |   18  | Outperform|  S$1.23  |   S$1.37   |
| Resources        |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Golden Agri      |   CIMB   |   18  | Outperform|  S$2.60  |   S$3.40   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| SGX              |   CIMB   |   18  | Outperform|  S$9.95  |   S$11.14  |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| ASL Marine       |    KE    |   18  |    Buy    |  S$1.58  |   S$1.94   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Asia Environment | Westcomb |   15  |    Hold   |  S$0.945 |   S$0.975  |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Swiber           | Westcomb |   15  |    Buy    |  S$2.13  |   S$3.00   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Chartered Semi   |   HSBC   |   15  |  Neutral  |  S$8.58  |   S$8.50   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Hiap Seng        |   CIMB   |   15  | Outperform|  S$1.05  |   S$1.25   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Comfort DelGro   |    KE    |   15  |    Hold   |  S$2.20  |   S$1.96   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| UOL Group        |   OCBC   |   15  |    Hold   |  S$5.60  |   S$5.48   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|
| Noble Group      |  Phillip |   15  |    Buy    |  S$1.62  |   S$2.10   |
|                  |          |  June |           |          |            |
|------------------+----------+-------+-----------+----------+------------|


[ 本帖最后由 太空飞人 于 27-7-2007 03:32 PM 编辑 ]

太空飞人

DJ MARKET TALK: Plastic Stocks May Be Next Buyout Targets - CS

0311 GMT [Dow Jones] Plastic component makers like Juken Technology (J15.SG), Meiban (M24.SG), Fu Yu (F13.SG), Hi-P (H17.SG) may be next takeover targets after UTAC's (U12.SG) proposed S$2.2 billion (S$1.20/share) buyout by Affinity Equity, TPG Capital, says Credit Suisse. Broker says most of these stocks trading at 10-12X P/E and low capital intensity of plastics business makes for good return once their balance sheets geared up. Says Chartered (C27.SG) unlikely to be acquired as foundries have high capex needs, weaker free cashflow. Most plastic stocks currently thinly traded. (FKH)

太空飞人

DJ MARKET TALK: JP Morgan Ups Ezra Target Price To S$8.60

0845 GMT [Dow Jones] STOCK CALL: JP Morgan ups target price for Ezra (5DN.SG) to S$8.60 from S$6.30 to reflect contributions from recently acquired pipe-layer, 2 anchor handling towing & supply vessels. Expects vessels to contribute S$50-60 million to bottom-line when delivered in FY09-10; "these three specialized vessels represent an integral part of Ezra's strategy for penetrating the rapidly growing production segment of the oil and gas value chain." Keeps Overweight call. Stock +3.6% at S$5.70. (FKH)

太空飞人

DJ MARKET TALK: CS Raises Hong Leong Asia Target To S$4.65

0008 GMT [Dow Jones] STOCK CALL: Credit Suisse assumes coverage of Hong Leong Asia (H22.SG) at Outperform, raises target to S$4.65 from S$3.00; says strong recovery in Singapore's construction sector has brought HLA's core building materials unit back to life. Says "coupled with improving growth and profitability profiles at both its diesel engines and white goods manufacturing operations, HLA looks set to deliver a robust 27% earnings CAGR through FY09." Adds stock remains "significantly undervalued" against Singapore market, closed up 1.8% at S$3.36 yesterday. (JEM)



DJ MARKET TALK: UBS Ups CapitaLand Target To S$10.60; Buy

0015 GMT [Dow Jones] STOCK CALL: UBS ups target for CapitaLand (C31.SG) to S$10.60 from S$5.00, keeps stock at Buy. Says it's highly optimistic about developer's ability to expand its assets under management (AUM) globally, with core focus on pan-Asian region; "the growing materiality of annuity fee income should differentiate CapitaLand." Says CapitaLand one of most ambitious Asia-based real estate companies, with AUM business providing capital-efficient way to fund global expansion. Adds company may give out extra 5 Singapore cent/share special dividend in 2007. Shares +2% at S$7.70 yesterday. (FKH

DJ MARKET TALK: DB Starts China Energy At Buy; S$2.43 Target

0420 GMT [Dow Jones] STOCK CALL: Deutsche Bank starts China Energy (A0G.SG) at Buy with S$2.43 target. Expects country's largest alternative fuel producer to capitalize on its first-mover advantage, position itself as niche play in China's fast rising gas market. Tips earnings to quadruple from FY07 to FY09 given strong volume growth, weakening methanol (feedstock) cost. Stock +3.5% at S$1.76. (FKH)



[ 本帖最后由 太空飞人 于 29-6-2007 04:34 PM 编辑 ]

太空飞人

DJ MARKET TALK: DBS Vickers Ups Raffles Education To Buy

0044 GMT [Dow Jones] STOCK CALL: DBS Vickers ups Raffles Education (R17.SG) to Buy from Hold, lifts target to S$2.88 (30X FY09 earnings) from S$2.31. Tips recently acquired Shanghai Zhongfa Education, which has about 2,700 students, to boost group's bottom-line by about S$4 million in FY08. Expects more acquisitions going foward as management eyeing combined 50,000 students from all units by 2010; "given management's track record and consistency in delivering on its plans, we believe it would be able to achieve that target." Stock down 0.9% at S$2.28 Friday. (FKH)

DJ MARKET TALK:Kim Eng Starts C&G Industrial At Buy,With 95C Tgt

0159 GMT [Dow Jones] STOCK CALL: Kim Eng Securities starts C&G Industrial (D79.SG) at Buy with S$0.95 target. Says accelerating growth is imminent for yarn, polyester products maker as it's well-positioned to capitalize on increasing focus on high-end textiles, rising consumption in China. Says earnings momentum will be supported by launches of high-margin compact combed yarn, industrial bi-component in FY08-09; expects these products to boost overall gross margins to 35-45% from below 30% in 2006; "a strong pipeline of products with high technological content are expected to keep customers 'sticky' and amenable to cost increases." Stock +2.2% at S$0.68.(FKH)

太空飞人

DJ MARKET TALK: CIMB Raises Thomson Medical Target To S$0.87

0047 GMT [Dow Jones] STOCK CALL: CIMB raises Thomson Medical Centre's (5FV.SG) target price to S$0.87 from S$0.73 on hopes of better earnings in FY08, FY09; raises target multiple to 20x CY08 P/E (from 17.5x) on the back of smooth execution in Vietnam. Keeps at Outperform. Says company is growing in strength and may expect further contract wins in Vietnam; closed up 0.7% at S$0.705 yesterday. (JEM)

太空飞人

DJ MARKET TALK: Citi Ups Cosco Corp To Buy: S$5 Target Price

0117 GMT [Dow Jones] STOCK CALL: Citigroup upgrades Cosco Corp (F83.SG) to Buy/Low Risk from Sell/Low Risk, lifts target to S$5.00 from SS$2.96 to take into account accelerated earnings growth from new shipbuilding yards, greater visibility with new orders year-to-date standing at S$4.4 billion; adds orders from parent Cosco Group should continue due to its ageing fleet, plans for expansion. Stock +1% at S$3.92 in thin volume.(JEM)

太空飞人

DJ MARKET TALK: CIMB Starts China Fishery At Outperform

0102 GMT [Dow Jones] STOCK CALL: CIMB starts China Fishery (F95.SG) at Outperform with target price of S$3.10; says long-term contracts provide relatively secure earnings streams and visibility. Says company has been aggressively expanding its fleet of vessels, fishmeal operations through acquisitions; believes acquisitions represent most efficient way to leverage management's extensive experience in industrial fishing, expand operations. Trades up 3.0% at S$2.38 on modest volume. (JEM)

太空飞人

DJ MARKET TALK: Macq Ups TAC To Outperform, US$1.83 Target

. Says long-term outlook is brighter, company "is the Thai telco with the best operational momentum and best gearing to regulatory change and merits the position as our preferred terrestrial telco." Stock flat at US$1.40 yesterday.(JEM)

太空飞人

Company--- Broker---- Date Recâ

太空飞人

DJ Singapore Raises Land Development Charges To 70% From 50%

SINGAPORE (Dow Jones)--The Singapore government said Wednesday it is raising the land-development charge it levies on property developers.

In a statement, the Ministry of National Development said its development charge rates will be raised to 70% of the increase in a piece of land's valuation, from 50%.

The new rate is effective July 18 and will apply to new applications for land development, the ministry said

太空飞人

The reason for STI sudden drop around 3:30PM is due to the Gov increasing Land development charges from 50% to 70%


没想到，全部人反应这么快，上面的帖一收到，
我看的Construction LC Dev， 3.15时看还+3，3.30时看它下到-3。

[ 本帖最后由 太空飞人 于 18-7-2007 04:53 PM 编辑 ]

太空飞人

DJ MARKET TALK: More Upside For Aqua-Terra From Here - CIMB

820 GMT [Dow Jones] Aqua-Terra Supply (5EE.SG) may rise to S$0.66 short term, with weekly MACD, RSI technical indicators still strengthening, suggesting there's more upside from here, according to CIMB. Says long-term investors should continue to accumulate on any weakness as medium target points to S$0.72. Trades up 3.3% at S$0.62 on very heavy volume; has Technical Buy at S$0.575-S$0.60.(JEM)

DJ MARKET TALK: Goldman Sachs Raises KepLand Target To S$10.20

0346 GMT [Dow Jones] STOCK CALL: Goldman Sachs raises Keppel Land's (K17.SG) target price to S$10.20 from S$9.90 following strong 2Q07 earnings, positive on continued overseas push, notes group is making particularly good progress in Vietnam where it has secured 4 sites within 4 months to develop around 18,500 residential units. Believes positives have been ignored with the market over discounting K-REIT's (K71U.SG) ability to grow through acquisitions; keeps KepLand at Neutral. Trades down 0.6% at S$8.65 on modest volume. (JEM)

太空飞人

DJ MARKET TALK: CS Ups Unisteel To Outperform From Underperform

0016 GMT [Dow Jones] STOCK CALL: Credit Suisse upgrades Unisteel Technology (U24.SG) to Outperform from Underperform as stock now trading at low end of its 3-year P/E range. Also lifts target from S$1.95 to S$2.45 (14X FY08 P/E). Says while share price may stay muted in near term as 2Q07 earnings and 3Q07 outlook "not exciting", prospects should improve in 4Q07, while greater contributions from its new UniLube coating process expected to boost FY08 earnings. Adds earnings may also get help from M&As; "the company is actively on the lookout for deals and has established a good track record in selecting the right companies at the right price." Stock down 2.6% at S$1.90 yesterday.(FKH)

DJ MARKET TALK: Goldman Sachs Starts Osim At Buy, S$1.20 Target

0009 GMT [Dow Jones] STOCK CALL: Goldman Sachs initiates coverage of Osim (O23.SG) at Buy with S$1.20 target price. Notes share price has fallen 60% over last 9 months due to poor quarterly earnings, bad media publicity surrounding false advertising by mainland China imitators; brokerage says, "these setbacks are temporary and the share price correction provides an opportunity to buy into a world-class consumer brand company with an improving earnings outlook." Stock closed up 2.5% at S$0.805 yesterday.(JEM)

SPC net profit up 32% yoy / KepCorp Results tonight 26 July, 2007 08:35


SPC
> SPC reported a 2Q07 net profit of S$179.2million which is a year-on-year gain of 32%
> A interim dividend of 20cents was declared
> SPC is 45.439% owned by Keppel Corp
> Yesterday SPC closed at S$6.6

Keppel Corp
> Keppel Corp will report their 2Q07 results tonight
> According to a Thomson Financial poll among analysts the net profit is expected in a range between S$230 to S$255 million which is a gain of 17.53% to 30.3% compared to the S$195.7 million a year ago
> Strong contributions are expected from its offshore and marine engineering division that secured contracts around S$3.8 billion and from its property arm Keppel Land that reported a strong quarter yesterday

DBS and SGX results will be out tomorrow (27 July)

太空飞人

|                                              |
    | SINGAPORE                                    |
    |                                              |
    | Fibrechem Technologies: Synthetic is the real|
    | driver                                       |
    | BUY; S$1.64; FBCM SP; Price Target : 12-Month|
    | S$ 2.00                                      |
    |                                              |
    | Singapore Petroleum: Refining margin stronger|
    | than expected                                |
    | HOLD; S$6.60; SPC SP; Price Target : 12-month|
    | S$ 6.60                                      |
    | (Prev S$ 6.00)                               |
    |                                              |
    | Result Analyser                              |
    |                                              |
    | Ascott  Residence  Trust:  More  acquisitions|
    | coming up                                    |
    | BUY;  S$2.00;  ART SP; Price Target : S$ 2.30|
    | (Prev S$ 2.20)                               |
    |                                              |
    | Aztech  Systems:  Look  forward  to  a strong|
    | second half                                  |
    | BUY; S$0.705; AZ SP;  Price Target : S$ 0.94 |