125terencewongTerence Wong (left) is the head of research at OSK-DMG. For how his model portfolio started out in July 2010, read: TERENCE WONG: 'What I would buy with $1 m'


My Model Portfolio popped up 1% over the week, thanks to a strong showing by CWT.

The logistics and commodity marketing company released a set of strong numbers for its first quarter last week.

Since coming on-board two weeks ago, the share price has gone up by 14%.

Another company which did well following a strong quarterly earnings release was shipbuilder Nam Cheong, which popped up 2.7% over the past week. 

terence_port5.14
 
♦ Hankore, which saw its share price dive following rumours of a probe on China Everbright, also released its results.

Taking away the one-off non-cash fair value loss of CNY130m (no impact of cashflow), the core earnings of CNY88m came in largely within expectations.

Having spoken to management, we believe that the deal is likely to materialize. The current share price has already priced in a no-deal scenario, which provides a margin of safety. 

Recent story: LIAN BENG to gain $23.3 m; HANKORE stock price implies no CEI deal
 

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Counter NameLastChange
AEM Holdings3.280-
Avi-Tech Electronics0.250-
Best World1.7100.030
Broadway Ind0.091-0.001
China Sunsine0.395-
ComfortDelGro1.300-
Delfi Limited1.130-
Food Empire1.090-
Fortress Minerals0.310-
Geo Energy Res0.280-
GSS Energy0.027-0.001
Hong Leong Finance2.4900.010
Hongkong Land (USD)3.2000.010
InnoTek0.410-0.005
ISDN Holdings0.3350.005
ISOTeam0.040-
IX Biopharma0.0440.001
Jiutian Chemical0.026-
KSH Holdings0.3000.010
Leader Env0.052-0.001
Medtecs Intl0.1410.001
Nordic Group0.400-
Oxley Holdings0.100-
REX International0.164-0.002
Riverstone0.6200.010
Sinostar PEC0.135-
Southern Alliance Mining0.660-0.010
Straco Corp.0.470-
Sunpower Group0.2500.010
The Trendlines0.091-
Totm Technologies0.038-
Uni-Asia Group0.900-0.005
Wilmar Intl3.580-0.040
Yangzijiang Shipbldg1.5100.020
 

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