COUNTERS I AM HOLDING NOW - VIEWS PLS

AmFraser analyst discount and discount and arrives at ..48 cents.



If Sunsine were to trade on par with YGHT in terms of valuation, its stock price should be trading at S$2.32. A further 60% “S‐chip discount” would price Sunsine at S$0.95 (322% upside), while a further 80% “S‐chip discount” would imply S$0.48 (63% upside)

rat wrote: Yingli should rally soon, sold all of Yangzijiang 178 lots , because mine on contra made some money run.

bought Geo energy today

Yangzijiang has a CEO who is not too money-faced and thus can be trusted (among all the S-chip bosses). Why I say so? Because he has just donated RMB250 million!

mp.weixin.qq.com/s?__biz=MjM5NDEzMTAwMA%...&isappinstalled=0#rd

dsk wrote: Long position: Oxley, Capland, SGX, Lee Metal, Thbev, Sino Grandness, kepreit
Short position: Dukang, SkyOne

DSK, not so profitable longs but high profitability short on Dukang from a year ago. DUKANG has recovered strongly, have you covered your short on DK?

@dsk: Hi, what are your thoughts on OXLEY? Directors buying and buying cheap.
infopub.sgx.com/FileOpen/_FORM1_Eric.ash...cement&FileID=358933

I note that markets *(especially in Asia) are more correlated. Many are now down together, it is a time when investors everywhere are low in risk appetite. This allows us to bargain hunt for growth stocks at a cheap price, and one could choose growth over yield stocks. Valuations look undemanding for growth stocks -- on my list are NORDIC GROUP (14.4 cents), SINO GRANDNESS (30 cents), and STRACO (88 cents). Deep value, and cheap growth!

Update -- Nordic is currently 17.5 cents, while Sino Grandness and Straco are unchanged from the last post. Three strong counters, imho. !