Re:market correction... by happin31st, Jul. 06:07 PM Markets are inherently unpredictable beasts, so I wouldnt get too...
Re:market correction... by peter lee31st, Jul. 02:36 PM Hello ,
can someone tell me why the current run can last till ...
Re:market correction... by Harlequin31st, Jul. 11:54 AM What stocks to bet on for short-term?
Seems like quite a few goo...
Re:China Gaoxian & A... by Harlequin31st, Jul. 11:53 AM Gaoxian reporting results on Tues, Aug 10.
http://www.nextinsi...
Re:market correction... by MacGyver30th, Jul. 04:11 PM Market is bullish again.. Good trading period from now to early-m...
SIJIA: HK-listed material maker riding PRC subsidy surge
Written by Andrew Vanburen (China Correspondent)
Friday, 23 July 2010
Sijia's 'inflatables' market share is nearly 30%
SIJIA GROUP Co Ltd (HK: 1863), a Chinese firm making reinforced polymer materials for everything from biogas tanks and membrane buildings to waterslides and inflatable boats, has top market share in China. Yesterday, the company management told analysts and journalists how the firm got to be No.1, and about its expansion strategy. Read more...
ANWELL in US$100 m deal to deliver Blu-ray Disc equipment
Written by Leong Chan Teik
Friday, 23 July 2010
ANWELL TECHNOLOGIES has inked a deal to deliver Blu-ray Disc manufacturing equipment worth potentially over US$100 million.
"We are beginning to reap the rewards for the substantial effort we have invested into developing cutting edge BD manufacturing solutions," said Mr Franky Fan (left), executive chairman & CEO of Anwell. Read more....
KEVIN SAYS: Hock Lian Seng, OKP possible beneficiaries of floods
Written by Kevin Scully (NRA Capital)
Friday, 23 July 2010
FLOODING IN Singapore which occured once in a "blue moon" in the past is now almost a weekly affair.......what does it mean for the stock market?
CHINA SHARES: Bargain hunters' last chance; new energy stocks afire
Written by Andrew Vanburen (China Correspondent)
Thursday, 22 July 2010
New energy stocks got a huge boost yesterday
CHINA'S A-SHARE markets, which fell by nearly 30% in the first half, have shown heavy volatility so far this month.
However, the benchmark Shanghai Composite Index has been crawling back of late and analysts say any new correction will offer the best near-term chance for bargain hunters, with investors advised to jump in at the sub-2,500 point level due to a big boost seen from new energy chips. Read more...
KEVIN SAYS: 'Adding Fuxing China to my Stock Picks....'
Written by Kevin Scully (NRA Capital)
Thursday, 22 July 2010
* It has net cash of about RMB595mn or about S$0.15 to S$0.16 per share (higher than the current share price;
* the price target in our report is S$0.28 - which offers upside of about 100%. Read more...
SINO GRANDNESS: Top exporter of canned asparagus, long beans, mushrooms
Written by Sim Kih
Wednesday, 21 July 2010
Sino Grandness cans asparagus for housebrands of large food retailers like Walmart and Lidl.
SINO GRANDNESS, whose stock has jumped 50% in the last six weeks, is set for earnings growth over the next 12 months due to a strong product pipeline.
Its 1H10 earnings, to be announced in mid Aug, will reflect herbal drinks sales, in addition to only canned foods for 1H09.
2H10 earnings will reflect fruit juice, herbal drinks, and canned foods sales.Read more…
HOCK LIAN SENG, OSIM: What analysts say now....
Written by The NextInsight Team
Wednesday, 21 July 2010
HOCK LIAN SENG, one of only two major local players in constructing MRT lines, was up 1.5 cents, or 5.7%, this morning after Kim Eng Securities highlighted that it has $156.2 m net cash compared to its market cap of $135 million.
Meanwhile, Macquarie Equities Research has a target price of $1.50 for Osim.
CIMB says again ‘it’s a tech year’ – and highlights positive news from tech companies and those whose stock performance have lagged behind.
Away from tech, there is the zipper industry – not too techie but NRA Capital has initiated coverage of Fuxing China with a ‘strong buy’. Fuxing is trading at below net cash per share of 16 cents.
CHINA/HK SHARES: A-shares rebound, flirt with 2,500 level
Written by Andrew Vanburen (China Correspondent)
Monday, 19 July 2010
Bright Dairy's Shanghai-listed shares rose by daily 10% limit
CHINA SHARES got off to a flying start this week, closing up 2.11% with the benchmark Shanghai Composite finishing at 2,475.42, within sight of the psychologically significant 2,500 level. Shares were boosted by a lower-than-expected June CPI figure.
Shares in Hong Kong did not share the enthusiasm of the mainland, with the Hang Seng Index skidding 0.79% today to 20,090.95. Read more...
SINGAPORE: Banks back in vogue?
Written by Andrew Vanburen (China Correspondent)
Monday, 19 July 2010
Cyclical Buy? Banks are in favor
ARE LISTED banks in Singapore the safest havens for now? A piece in the PRC press seems to think so.
The Singapore exchange lost 1.8% in the first half, and while that is much better than China’s capital market which has fallen nearly 30% so far this year, the Singapore Stock Exchange has still managed to exhibit the worst performance in Southeast Asia over the period. Read more...
FRENCKEN GROUP started buying back its shares in March after releasing its 1Q results. Since then, it has bought 9.237 m shares – without causing a spike up in the stock price.
Last week, it understandably resisted buying more after the stock price shot up 8.5 cents, or 32.7%. Read more….
Did you miss these stories?
Written by The NextInsight Team
Saturday, 17 July 2010
Tech-related companies are expected to report strong 2Q earnings over the next few weeks. Here are some of our recent stories on some of them:
OCEANUS (No.1 in abalone farming): Venturing into lobster farming
Written by Sim Kih
Saturday, 17 July 2010
Oceanus executive chairman Dr Ng Cher Yew (left) with the GM of its lobster aquaculture partner.
FOLLOWING ON its success with abalone aquaculture, Oceanus now wants to breed lobsters too.
Yesterday afternoon, it inked a JV deal with a leading Aussie lobster aquaculture technology company, which has successfully propagated at commercially viable survival rates.
I HAVE often been asked by fund managers ‘Where would you put your money?’ I wish I could, but given compliance reasons, I don’t invest in stocks that my team covers.
So the next best thing is to show what I would do if I were given S$1m to invest. Read more....
12 BLN USD Argentina rail deal sends China rolling stocks soaring
Written by Andrew Vanburen (China Correspondent)
Friday, 16 July 2010
China-built rails will help get Argentina's soybeans to port
A NEARLY 12 bln usd rail project agreement between China and Argentina sent listed railway stocks soaring Wednesday on the news, including Hong Kong-listed China South Locomotive (HK: 1766; SHA: 601766) and China North (SHA: 601299).
But several gave back gains yesterday.
The deal is likely to put to rest a trade spat between the two countries. Read more...
BERLIAN LAJU, TECH STOCKS: What analysts now say.....
Written by The NextInsight Team
Thursday, 15 July 2010
CIMB says value has emerged in Berlian Laju Tanker after a 51% slump in its share price over the past three months.
DBS Vickers expects Broadway, Hi-P and Venture to record sequential growth, Meiban to be flat, Creativeto remain in the red and Longcheer would be slightly down q-o-q. Read more….
CHINA SHARES: Which direction after 30% 1H fall in Shanghai index?
Written by Andrew Vanburen (China Correspondent)
Thursday, 15 July 2010
Dizzying: Most analysts say 2H policy, especially for the property sector, will move markets one way or another
WHAT GOES UP must come down, as the saying goes.
Luckily for China’s capital markets, the reverse is also true.
Four mainland brokerages provided medium-term forecasts on where the country’s A-shares are headed after the benchmark Shanghai Composite Index shed nearly 30% in the first half, the second worst performer globally.
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ANWELL TECHNOLOGIES has inked a deal to deliver Blu-ray Disc manufacturing equipment worth potentially over US$100 million.
FLOODING IN Singapore which occured once in a "blue moon" in the past is now almost a weekly affair.......what does it mean for
HOCK LIAN SENG, one of only two major local players in constructing MRT lines, was up 1.5 cents, or 5.7%, this morning after Kim Eng Securities highlighted that it has $156.2 m net cash compared to its market cap of $135 million.
NOMURA SINGAPORE has reiterated its ‘buy’ call on Biosensors and target price of $1.20, representing about 40% upside for the stock.
CIMB says again ‘i
FRENCKEN GROUP started buying back its shares in March after releasing its 1Q results. Since then
I HAVE often been asked by fund managers ‘Where would you put your money?’ I wish I could, but given compliance reasons, I don’t invest in stocks that my team covers. 
CIMB says v
