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...
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.
LENOVO: Wants back into global top 3, LePhone overseas launch looms
Written by Andrew Vanburen (China Correspondent)
Thursday, 15 July 2010
LePhone is eyeing a 2H ex-China launch
LENOVO GROUP Ltd (HK: 992) is hoping to move back into third place for global PC market share after Taiwan's Acer recently grabbed the spot.
NextInsight also learns from a company official that the Beijing-based firm -- best known for its computers -- is eyeing more contribution from higher-margin products like the Android-based LePhone, its answer to Apple’s iPhone.
STAMFORD TYRES: Leading distributor opens new markets
Written by Sim Kih
Wednesday, 14 July 2010
Stamford Tyres drew a good crowd at CIMB for its corporate presentation. Photo: Leong Chan Teik
LEADING SOUTHEAST ASIAN wholesale tyre distributor, Stamford Tyres, met investors at CIMB Securities yesterday to explain its integrated business model. Its president, Mr Wee Kok Wah, touched on the challenges of wearing multiple hats of being wholesaler for several big tyre names, and promoting Stamford's own proprietary products. Read more…
S-CHIPS: 'Ridiculously valued' ones waiting to be discovered by big-name investors
Written by Leong Chan Teik
Wednesday, 14 July 2010
The Edge Singapore this week quoted Lui Yenli, director of corporate advisory at Stirling Coleman Capital,as saying that there are more gems in the S-chip sector that are yet to be discovered by big-name investors. And many are still “ridiculously” undervalued, said Lui. Read more...
THOMSON MEDICAL, CHINA MINZHONG : What analysts now say...
Written by The NextInsight Team
Wednesday, 14 July 2010
THOMSON MEDICAL’S 3Q earnings rose 38.7% YoY to S$4.8m. DMG & Partners has maintained its ‘buy’ call on the stock and its target price.
DMG & Partners has initiated coverage of China Minzhong. Read more…
KEVIN SCULLY: "Why I remain bullish on stocks and the S'pore market"
IN RECENT YEARS, some shipping trusts have been publicly listed. Are these trusts valid investments?
The answer: it depends. As usual, the devil is in the details. The biggest question is whether the trust is structured as a going concern or a self-liquidating vehicle.
FION PHUA, Tee Up Marketing Enterprises (HP: 9760-5080)
Dear advertisers...
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
The Edge Singapore this week quoted Lui Yenli, director of corporate advisory at Stirling Coleman Capital,
THOMSON MEDICAL’S 3Q earnings rose 38.7% YoY to S$4.8m
