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29 Jul 2010Broadway delivers a solid set of Q2-2010 numbers - net profit higher by 34.9% - to pay interim dividend of 2 cents3
28 Jul 2010Innotek analysts' meeting yesterday was positive.....a decent yield, strong balance sheet favours more risk averse investors7
23 Jul 2010Stock markets are currently directionless !!!!......this explains the low volumes as investors try to digest the mixed signals and even double dip concerns1
22 Jul 2010Flooding in Singapore which occured once in a "blue moon" in the past is now almost a weekly affair.......what does it mean for1
22 Jul 2010Adding Fuxing China Group to my Stock Picks......today3
19 Jul 2010Was I too bullish in my Channel News Asia TV interview this morning.....that it was cut off twice.......watch out for my Investment Strategy in a Volatile Market later today3
14 Jul 2010Why I remain bullish on stocks and the Singapore market......its linked to the World Cup, Summer Holidays and AgBank ?2
05 Jul 2010Adding AdamPak as the third stock in My Stock Picks yield portfolio....also in the list are5
30 Jun 2010Jaya Holdings Limited - stock is undervalued compared to its historic valuations and its peer group2
30 Jun 2010Volatility and uncertainty continue but this is expected to last for another 4-6 weeks......the VIX index starts to rise again (worth keeping an eye on)3
29 Jun 2010Back from a short break.....stock market technical indicators looking positive except for China........2
10 Jun 2010ASTI delivers a very strong set of Q1-2010 results....with net profit of S$5.2mn.....matching our full year forecasts in Q1 alone9
08 Jun 2010Market Outlook - summary of the main points during my presentation at AICE (Asian Investment Conference and Exihibition) last Saturday2
04 Jun 2010A small Spanish Bank CajarSur sinks the Dow at the close.......its more than 150 years old.....but tiny......5
28 May 2010The recent volatility in major stock market indices such as the Dow and even our own STI Index yesterday....is expected and aggravated by the low volumes....but the Good news is that.....1
25 May 2010Wilmar shares dive on alleged tax fraud.....adding more downward pressure on the STI Index......technically there could be more downside....BUT5
25 May 2010STI Index down 5.4% or 154 points last week.....inline with global stock markets.....what should you do ??!!.....1
18 May 2010Sinomem delivers strong set of Q1-2010 results with net profit higher by 39% to S$6.86mn......stock remains under-valued and mispriced2
17 May 2010US markets fall with the Dow down by more than 1000 points but by end of the day we see a decline of 347 points.....its not Spain or Ireland or Portugal but a Trader error ???!!5
14 May 2010Some short covering but markets seems to lack strength and depth amid the uncertainty......but Dow futures are now up >200 points.....11
14 May 2010EU debt woes and China's credit tightening weaknen markets globally.....global investors look jittery......should you lighten or sit tight and let the storm pass ??3
13 May 2010EU announces huge rescue plan worth more than US$1 trillion....markets have huge rally.....and most importantly VIX falls down below 30 to 28.8.....4
13 May 2010Ellipsiz Q3-2010 results show improvement with revenue higher by 37% and net profit of S$1.53mn.....but3
10 May 2010China Animal reports a strong set of Q1-2010 results......net profit higher by 42.4% to RMB37.4mn......also declares interim dividend of RMB 2 cents2
04 May 2010Innotek went ex-dividend today (my mistake thought it was yesterday)......what should you do with the stock ???6
03 May 2010Armstrong nearing my price target of S$0.40......but we should probably wait until the results for possible upside surprises.....3
03 May 2010Semi-conductor equipment space is expected to grow 50% in 2010 according to Geitner....that is why we recommended Hisaka......am now adding another stock...2
30 Apr 2010Broadway's Q1-2010 results were better than expected and confirm the strong tech recovery.....raising forecasts and price target7
28 Apr 2010Problems with the PIGS.....hits stock markets overnight......but its probably making a mountain out of a mould hill.......a buying opportunity ?!2
27 Apr 2010MIDAS Holdings - a China play owned and managed by Singaporeans - a candidate for my Stock Pick .......but not Big One13
27 Apr 2010Ellipsiz - Xavier Chong resigns as Executive Director and Chairman and pars down his stake in the company......!!??5
26 Apr 2010Am adding Hisaka Holdings to my Stock Picks today......3
24 Apr 2010My stock picks / Singapore portfolio was started in October 2008.....changes after the 2009 reporting season18
23 Apr 2010Golf course analysis of Hock Lian Seng IPO.....appears good.....look out for our more detailed review by our analyst later this week for confirmation5
23 Apr 2010Synear Food - company visit yesterday after their AGM.......not as cheap or undervalued as it looks........but1
20 Apr 2010China Sky Chemical Fibre - a candidate for the next Big One from Kelvin Lee.....my initial thoughts based on their results announcement alone14
15 Apr 2010Innotek Ltd - one of my Stock Picks reports S$9.5mn profit in FY2009 compared to loss of S$6.27mn....inline with expectations....you are being paid to wait for ??10
15 Apr 2010China Animal Healthcare - joins the band wagon and announces its intention for a dual listing in Hong Kong.....2
06 Apr 2010Where is the volume ?.......small caps shine but the real value seems to be in8
29 Mar 2010The STI Index has broken down through its 100 day moving average yesterday.....this signals further downside.......maybe to the 2500 level but a lot depends on O1
25 Mar 2010Ellipsiz sells building in Joo Koon road for S$4.4mn...this is the building that caught fire in March 2009......what to do with this laggard stock in my portfolio4
19 Mar 2010STI Index on target to test 2600 and then 2200......we need this correction for the market to bottom5
19 Mar 2010China Sky - conference call highlights with CFO.....beware the vanishing cash hoard......dont think it can be the next Big One for now !3
19 Mar 2010Bank stocks led the STI lower yesterday......at these levels I am adding OCBC to my stock pick list3
19 Mar 2010How high can the STI Index go on current analysts' forecasts ??!!2
19 Mar 2010OCBC delivers a good set of 2009 results - read our detailed analysis by Lynn Look our banking analyst......price target raised with the stock remaining in my stock pick/portfolio2
19 Mar 2010Hock Lian Seng - another share in my stock pick list delivers a good set of 2009 results7
17 Mar 2010Email alerts for my Stock Pick updates and changes......dont forget to register for this if you are a paying subscriber3
15 Mar 2010Sing Holdings launches Laurels at S$2850 psf and has already sold 80 of the 229 units5
13 Mar 2010Allgreen Properties (another of my Stock Picks) reported net profit for FY2009 of S$162.7mn - a rise of 141%3
09 Mar 2010Sing Holdings - nine units of the Laurels have been taken up by the major shareholder, directors according to SGX filing1
08 Mar 2010Greek debt crisis.....much ado about nothing.....Global stock markets poised to resume uptrend later this year1
06 Mar 20102010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important6
04 Mar 2010BestWorld - an update at the request of HS Lim.....some impressions from the analysts' meeting yesterday1
02 Mar 2010Sinomem reports S$23mn net profit in 2009 maintaining its quarterly earnings momentum.....from a loss of S$4.1mn in 20082
02 Mar 2010Best World - on my watch list - Q2-2009 results - no major surprises8
01 Mar 2010AEI delivers more than I expected in its 2009 results6
01 Mar 2010New measures to ensure a stable and sustainable property market might cool interest in property stocks for a while......what does this mean to Sing Holdings ??!!11
24 Feb 2010Broadway Industrial Group reports 41% increase in FY2009 net profit.....another Stock Pick that is delivering better than expected earnings !1
10 Feb 2010Current market jitters from weak US data and soverign debt problems in Europe but I was expecting these.......and the irony is that5
05 Feb 2010Am adding Sing Holdings to my stock pick/model portfolio today3
04 Feb 2010Is the March 2009 Bull rally over ?.......this question was put to me by some financial journalists yesterday2
04 Feb 2010Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!!8
03 Feb 2010Am looking at Jaya Holdings but not enough information to make an informed decision2
22 Jan 2010China Animal Healthcare - one step closer to delivering the strong growth that is being forecasted by analysts1
21 Jan 2010China's decision to tighten credit not unexpected......Central Banks around the world will have to tighten credit and raise rates....maybe as early as Q2-20101
21 Jan 2010Hock Lian Seng - had a good meeting with the management yesterday.....adding stock to my Stock pick model portfolio today1
19 Jan 2010Tiger Airways - should you subscribe ???2
18 Jan 2010Hock Lian Seng.......next on my list to be included into my stock picks but I wont do that until I have met management......I have a meeting scheduled for tomorrow morning2
14 Jan 2010Am tentatively adding China Animal Healthcare to my stock pick portfolio today with a view of reviewing and consolidating the portfolio at the end of the 2009 reporting season in Feb-Mar 20104
13 Jan 2010China Animal - what others are saying ????1
07 Jan 2010What others are saying ? Thought I would check with "Dr Doom" - Marc Faber, senior management of a large listed property company and a broker5
17 Nov 2009Why the sudden surge in Sinomem shares yesterday ? .....other than recent analysts' plant visit.....does anyone know of any other reason ??39
27 Oct 2009Fallen star MDR (previously ACCS) is back in the black......went to meet management to see if there is anything there worth looking at.....1
01 Oct 2009Changes to my stock pick / portfolio stocks....following a company visit yesterday2
30 Sep 2009Sinomem announces tap water membrane project in China......start of the rerating process !!12
25 Sep 2009Will or can China Animal Healthcare become a "beast" and regain its old high ?1
17 Sep 2009Coffee shop talk - Sapphire Corporation......does anyone know what is happening here ?2
16 Sep 2009China Animal Healthcare - doing road show in Singapore today1
16 Sep 2009China Animal Healthcare - on my radar screen as a possible stock pick.......2
16 Sep 2009Singapore Government moves to cool speculative property market !3
11 Sep 2009Sinomem does placement of 50mn new shares at S$0.62 and raises about S$31mn2
10 Sep 2009Searching for the next "BIG" one for 2009.......26
02 Sep 2009Company visit to AVI Tech.....encouraging performance and better outlook but visibility remains poor2
28 Aug 2009Sinomem delivers a good set of Q2-2009 results.....that will support the more than doubling of its stock price since it was added to my stock pick list8
17 Aug 2009Innotek Limited......unexciting but steady business.......but the share is significantly undervalued so definitely worth looking at !!1
17 Aug 2009Broadway Industrial Group delivers a solid set of Q2-2009 results.....net profit rose 28.3% to S$7.7mn1
16 Aug 2009Ellipsiz reports full year FYE June 2009 of S$38.9mn up 216% from its FY2008 loss of S$12.3mn......but it remains on my stock pick list6
10 Aug 2009Making some changes to my stock pick portfolio list today......1
05 Aug 2009Hot S Chip IPO market fuelling interest in S-Chips here......China XLX plans a Wilmar and sees its shares higher by 17% this morning9
04 Aug 2009Removal of SMRT from my stock pick / portfolio list6
27 Jul 2009Is the Singapore Government going to remove its under-writing of 80% of new corporate loans now that the economy and credit markets are improving ?14
23 Jul 2009My stock pick list.....weekly update5
22 Jul 2009Charles Goodyear quits two months ahead of taking up his position as CEO of Temasek.....3
22 Jul 2009Dow rises 68 points overnight in a volatile session......earnings season is neutral to positive 4
21 Jul 2009Snippets from the presentations by Liew Mun Leong of Capitaland and Jonathan Larsen of Citibank Singapore5
20 Jul 2009Asian Investment Conference and Exhibition 2009......Is the Worst Over - Global Equity Markets2
17 Jul 2009Ho Ching resigns as CEO of Temasek.....its part of succession and not performance according to Chairman Dhanabalan13
16 Jul 2009There is currently no property stock in my portfolio because property has always recovered after the real economy.......but if you want exposure the stock to look at is....6
15 Jul 2009Concerns about the pace of the US and Global economic recovery.....helping markets to consolidate......key remains corporate earnings guidance for H2-20092
14 Jul 2009A review of entry levels for the ten stocks in my "stock pick" list.......as this correction continues22
07 Jul 2009Adding Broadway Industrial Group to my stock pick list.....as worldwide demand for hard disks comes in better than expected.....1
02 Jul 2009too much "white noise" for investors to form a view........better wait till early July and sit this week out9
17 Jun 2009What are the charts saying about SGX and UOB....in this correction5
16 Jun 2009Ellipsiz is the second stock which I want to add to my stock pick list......9
16 Jun 2009It looks like the long awaited correction of global equities is finally here.....my strategy during this period2
15 Jun 2009Hopefully we are seeing the start of a healthy correction from recent strong gains which will form.....28
05 Jun 2009After a company visit yesterday......I am adding Sinomem to my stock pick list......find out why ....6
03 Jun 2009Where is the correction ????......looks like the underlying liquidity of those who missed the rally will keep stocks and markets underpinned .....2
02 Jun 2009Looks like Sovereign credit rating downgrades will be the catalyst for the long awaited consolidation or correction !!!!36
26 May 2009Keppel's sales of SPC to Petro China at S$6.25 per share or S$1.47bn.....looks like a good offer to me......but what does it mean for Keppel ???1
26 May 2009The first to blink ?!.....the Singapore market is over-bought RSI remains at 70 which implies a 10% correction and now "brown weeds" instead of "green shoots"....why2
25 May 2009Sharp fall in STI and regional bourses after 4pm was from the S&P down grade of the UK's economic outlook to negative from stable......but4
21 May 2009Have we swung from a period of excessive bearishness to one of excessive bullishness in just three months......be careful of "excessive"......2
20 May 2009euNetworks.....a trading idea that was emailed to me with the words "you wont regret it".......does anyone have any more info on this to share with us ?3
19 May 2009Singapore April non-oil domestic exports contract 19.2% yoy which was below forecasts for an 18.9% decline.....with electronic nodex down by 26%.....3
18 May 2009Dont forget company fundamentals......even while we recognise that share prices are underpinned by liquidity......SIA, Golden Agr and Ellipsiz have reacted differently to their dismal results3
14 May 2009Midas Holdings - one of my stock picks.....delivered better than expected Q1-2009 earnings.....1
14 May 2009Looking for a laggard while waiting for your targetted stocks to correct......how about Synear Food....this question was posed to me by a golfer ??!!!4
14 May 2009"Ships Tread Water, Waiting for cargo.....this article is interesting and coincides with NOL's weak performance5
12 May 2009Back down to Earth - what are the market icons saying now ?.....also what the charts are saying about our local Banks2
12 May 2009Singapore market is technically over-bought according to the RSI.....but will there be a meaningful correction in the coming weeks ?3
08 May 2009Are there now clear signs of an economic bottom in the US and Singapore ?8
07 May 2009This rally all but kills the bear !......14
06 May 2009Corporate earnings must catch-up for the liquidity rally to continue.....the Dow and STI are already trading at 15-16 times FY2009 earnings3
05 May 2009Notwithstanding the index euphoria in Singapore - please be wary and cautious when investing in S Chips even if they are laggards......the following3
03 May 2009Confessions of an S Chip CEO.....has anyone seen this ?7
30 Apr 2009US markets take Swine flu in their stride even as number of infections rise.....but1
29 Apr 2009Although we have been through SARs - dont under estimate this swine flu situation1
24 Apr 2009Do corporate earnings lead or lag the economy ??!!2
24 Apr 2009My two cents view on independent directors !!!......and the changes I want to see take place4
24 Apr 2009China Milk as a candiate for the next "Big One" ? anyone has views on this stock ?4
23 Apr 2009STI's gain of 12.4 points today seems to suggest a firm undertone.....but on closer examination it looks like index/market manipulation !!!2
23 Apr 2009Geithner's comments on the stress tests on US banks leads to rebound in New York overnight......but what else do you expect him to say2
22 Apr 2009Walls Streets overnight fall was on the deteriorating Asset Quality of US banks....a consolidation from recent gains or an earnings reality check ???!!!6
22 Apr 2009Off to see another small cap Singapore company this morning.....looks grossly undervalued as a possible candidate for the Big One3
20 Apr 2009We are in the "Twilight Zone".......is the bear dead or is this a suckers rally....my thoughts after a week of reflection2
17 Apr 2009Global stock markets are proving to be very resilient despite a wave of negative macro news.......maybe March 9 was the bottom ??!!13
14 Apr 2009This Bear rally has some legs......but we are still in a Bear trend2
13 Apr 2009Has the Bull Train left......or is this still a bear in Bull's clothing ?.......should we be bullish about the Wells Fargo guidance that got US investors all excited ??3
11 Apr 2009US markets managed to close with modest gains....after a volatile session1
08 Apr 2009Is this the end of the "bear rally" or just a consolidation from recent strong gains ??1
05 Apr 2009US and Asian markets hold on to gains as investors await the results season....?2
02 Apr 2009Will be doing a company visit with a potential "BIg One" this morning ?1
02 Apr 2009China Milk - a candidate for the next "Big One" recommended by Yoke..........interesting but needs more detailed work3
01 Apr 2009US markets close 87 points up overnight.......but it was up more than 200 points intra-day......so looks like month and quarter window dressing to me1
01 Apr 2009Bargain hunting investors flock to quality as corporate scandals continue to mount....something must be done quickly to restore confidence4
31 Mar 2009Now that the first quarter 2009 is over....lets see if stock markets can hold their recent bear gains especially in the light of the US jobs report this Friday.....1
30 Mar 2009Corporate fraud especially among S Chips - "Scam Chip's according to Conrad Raj of Today......what should we be doing ?1
26 Mar 2009US markets close marginally up after volatile session....but my view is that the undertone remains negative1
26 Mar 2009What's happening at China Sun Biochem ? ......I hope its not another problem with their financials - this will kill any interest in S Chips1
25 Mar 2009Going concern issue raised at China Enersave and Sino Environment....they join the ranks of Celestial Nutrifoods.....so are S Chips a complete avoid now ???1
24 Mar 2009STI breaches 1700 intra-day.....is this a trend reversal ????......what are the charts saying ??????2
24 Mar 2009Geithner's toxic asset package fuels strong stock market rally around the world.....but is it any different from the Paulson package ?????2
24 Mar 2009Will this bear rally breach the 1600 support which has now become a resistance level.....!!!???5
23 Mar 2009Is TSMC's move to call back staff from no pay leave.....a sign that the semi-con sector has bottomed....?????1
13 Mar 2009Beware of US bankers bearing gifts.......or is it the case of one upmanship ?!6
11 Mar 2009Some funny "depression" cartoons to lift our spirits.....in the event this rally is short lived.1
11 Mar 2009Enjoy the relief rally.....but be aware that the underlying tone is still negative!!!!6
11 Mar 2009What to do with Chartered shares and another big rights issue for NOL ?2
10 Mar 2009US markets continue to decline overnight amid a growing realisation that the crisis is getting worse.....US banks may get SHORT term flip.... 3
09 Mar 2009What were MM's key messages to me in his Reuters Thomson interview...?5
09 Mar 2009My Blog posts will be back later today......took some time off yesterday to "cut grass" and ....4
04 Mar 2009Global Finance's World's 50 Safest Banks - DBS, OCBC and UOB are in this list....but the list didnt give any comfort at all - find out why ?1
03 Mar 2009Our local banks have reported their FY2008 results.....their sell off yesterday on volume means they could revisit their 1997 lows......a great buyer opportunity ahead6
03 Mar 2009Rout in US and Global equities continues in the second round of selling.....it wont be the last !!!!.....I am still looking at 5500 on the Dow1
03 Mar 2009Golden Agri - is the company worth investing in ? a Blog question by Teoh.........beware the lag effect on Biological asset gain/loss2
03 Mar 2009In my opinion - GIC's decision to convert its CitiGroup preference shares into ordinary shares now, is a mistake2
02 Mar 2009Lightning strikes Merlion.....an Omen of bad times or just a coincidence ?4
02 Mar 2009Dont take anything for granted !!!!!....the Fed is America's Central Bank but a private company owned by bankers....it has no reserves!!!! a must see video sent to me by a fund manager1
02 Mar 2009Could Singapore's "resident bear" now be too Bullish in thinking that Q3/Q4-2009 will be a good time to start accumulating stock ????......1
02 Mar 2009Is there a lesson to be learned from Ferro China, China Print & Dyeing and now FibreChem ? Who should take responsibility for these problems ?2
27 Feb 2009Osim for the Big One....suggested by stockpicker.....now with feedback on of my questions from the CFO......3
26 Feb 2009FibreChem - another candidate for the "Big One" or a warning to be cautious about including China/HK stocks in this list5
25 Feb 2009FibreChem has problems with its receivables and cash....appoints NTan to help....this is depressing news.....to lighten up the mood look at this presentation...funny but true2
25 Feb 2009US markets succumb to more impending corporate failures even as the US Govt considers plans to up its stake in CitiGroup.....bottom line is no bottom in sight yet2
23 Feb 2009Synear for the "Big One" by Foresight......???!!!!1
23 Feb 2009What did Dr Doom (Marc Faber) and Dr V Nageswaran (Dr Doom 2 of Bank Julius Baer) say at their seminar last Friday......how does it compare to my thoughts....5
23 Feb 2009Today is the start of 28 extended settlement contracts on 28 of the STI Index stocks.....did this cause the rebound in our index off the early lows ????2
20 Feb 2009Just to set the record straights.....I am NOT Singapore's resident BEAR1
18 Feb 2009SIA......bad news continues as I had warned earlier !!!.....I think the stock could be heading down to.......4
12 Feb 2009US markets falter as Geithner seems to be back peddling or is he lost......even the mighty Chinese economy is faltering1
11 Feb 2009US markets fall more than 4% as investors become skeptical of bank rescue package by Obama administration......Dow could be heading to 5500 level3
11 Feb 2009Temasek's investment performance.....these charts tell the story of some of their non-inherited portfolio holdings from Jan 2008 till now1
06 Feb 2009GIC 2007/2008 report seems to show very high concentration of equities......I think the question on impairment raised in parliament deserves a reply1
06 Feb 2009Singapore economy to contract 10% in 2009 !!!!!....is this possible or have people just become too pessimistic3
02 Feb 2009US markets fell last Friday into a disappointing economic and corporate reporting season....even defensive issues are under performing amid growing pessism1
02 Feb 2009Its the weekend....so time for some non stock market reflection about jobs and how desperate people have become and procrastination.....2
30 Jan 2009When the STI Index rallied more than 80 points two days ago....nobody asked me if this was the turn.....the most common response was the market appeared irrational !!!1
30 Jan 2009Singapore Budget 2009 - BOLD and cluttered - temporary relief.....but I think not enough to save jobs......1
28 Jan 2009What will the year of the Earth Ox bring ??? I checked out some Feng Shui predictions and find they are as many and as varied as stock market analysts....but2
24 Jan 2009US markets close lower but off the day's lows as another bell weather Microsoft announces huge job cuts.....and also are our banks now grossly over valued ??2
22 Jan 2009My Singapore Budget wish list for 2009.....2
16 Jan 2009US markets recoup huge losses....but its just some short covering....the earnings news can only get worse !!!1
15 Jan 2009Looks like another financial tsunami is coming !!! ..just look at.........2
09 Jan 2009I nearly succumbed to pressure to become bullish given the strength of the recent rally......1
08 Jan 2009STI on the way to 2000 ??....even if it does......its still not a trend reveral....you should see this rally as a selling opportunity2
29 Dec 2008Asian markets have taken a bigger beating than the US in 2008.....even though the latter caused the financial chaos1
26 Dec 2008How the mighty shipyard stocks have fallen.....where do the charts say they are headed ????2
26 Dec 2008Things have changed drastically in just one year....4
09 Dec 2008US markets rose 3-5% despite the worse employment data in more than 2 decades and no concrete plan for a recovery....be careful2
05 Dec 2008Markets quiet ahead of the long week....but US non-farm payroll data tonight looks to pass -400k for November and get worse in coming months1
04 Dec 2008Cosco's strong share price rise yesterday....defies logic given broker recommendations and contract cancellation....was there some stock manipulation ??!!3
04 Dec 2008This chart on crude oil is interesting !!!....the share price fall is so steep that the next support looks like US$30 per barrel....1
03 Dec 2008Sentiment rallies cannot last especially when the economic and corporate data continue to deteriorate !!1
02 Dec 2008How low can the Dow fall too ??....I was emailed this question by a Blog visitor2
23 Nov 2008The macro and corporate news only gets worse...Citigroup might be the next to be rescued !!!!...our Ministerial briefing is a start in the right direction but.....4
21 Nov 2008Citigroup sinks US markets overnight in another volatile day of trading.....more job losses to come....a sense of deja vu for me3
20 Nov 2008US markets fall sharply overnight with the Dow breaching 8000 in a sea of negative news !!!!1
17 Nov 2008Why did plantation stocks still report decent earnings in Q3-2008 ???...the worst is yet to come !!2
16 Nov 2008Have US investors gone mad ?? or is the stock really cheap !!! and has bottomed ???5
12 Nov 2008I cant believe that comments like "The government will not let it fail" are still being banded about today even for Marina Bay Sands 1
12 Nov 2008Another roller coaster session in New York with both indices closing lower on earnings woes....SingTel reports 12% fallin Q2-09 profit mainly because of currency translations1
11 Nov 2008Singapore banks will be badly affected by a weakening economy as bad debts (NPLs) start to rise...but how low can their share prices go ??!!1
03 Nov 2008Despite deteriorating economic and market conditions....Cosco and SMRT report decent numbers3
02 Nov 2008Was 1600 the bottom of the STI Index and sentiment has turned a corner ??? Dont hold your breath - its another bear rally !!4
30 Oct 2008US markets fail to respond to FED's rate cuts.....FED extends US$30bn credit swap facility to MAS..???!!!1
29 Oct 2008Whip-saw, Yo-Yo or Roller Coaster ride - can be used to describe our markets - Dont be sucked in by this volatility !!2
26 Oct 2008The only good thing about the sell off on Friday was the low volume....this kind of decline is to be expected.....but the signs of asset deflation are beginning to emerge which is worrying4
26 Oct 2008Its the long funds who are selling the Singapore market....not the hedge funds !!2
22 Oct 2008Today's fall in the STI index to close to the 1800 level at time of writing can be attributed to financial issues....what shall we do with them ????1
22 Oct 2008How low can the STI go in this melt down.....my old target which was previously the most bearish is now the most optimistic1
17 Oct 2008Is Golden Agri Resources a SELL or a BUY ???1
17 Oct 2008Singapore Govt to guarentee all bank deposits of non-bank customers till Dec 31, 2010....what a relief ....now I dont have to go and buy biscuit tins2
15 Oct 2008What shall we do with Cosco shares ????.....is there something that the Credit Suisse analyst knows that the market doesnt ???3
13 Oct 2008Global Central bank rate cuts provide a relief rally but volatile US markets yesterday mean the instrument is losing its effectiveness....What's happening at Ferro China ?2
13 Oct 2008According to news reports over the weekend about 10,000 investors have invested S$500mn in Minibonds, HiNotes and Pinnacle notes.......it reminded me of the Gemini Chit fund affair when I was a kid...2
13 Oct 2008Ferro China and now China Printing and Dyeing....what should we do with our China stocks ???....before more bad news comes out3
11 Oct 2008Dow falls 679 points or 7.3% to 8579.2....sends Asian markets down this am - STI lower by 145 points to 1945..DONT PANIC !1
09 Oct 2008What is a good price to start accumulating OCBC shares ?2
07 Oct 2008US markets fall sharply but close off day's lows.....much of the same we saw in Asia yesterday1
30 Sep 2008US markets plunge the worst in 21 years - Dow down 777.7 to 10365.5 points (-6.9%) and Nasdaq lower by 199.6 or 9.1% to 1983.7...as $700bn rescue bill fails to win Congressional approval1
30 Sep 2008Failure of the rescue package and more bank failures spook global markets….its probably the end of the beginning…..is it also the end of the US$ as a global currency ????1
09 Sep 2008US Govt seizes control of Freddie Mac and Fannie Mae on Sunday......why does the US Govt/Fed always make big decisions on Sunday ??!!1
05 Sep 2008Dont be worried about the 3% fall in US markets overnight - we seem to entering some form of selling climax which is needed to find a bottom3
03 Sep 2008I didnt realise how dependent we were on the internet until last week......back to highlights from our seminar last week1
29 Aug 2008More signs that the property market is going to weaken.....dont be fooled by the macro data which is a lagging indicator1
25 Aug 2008I couldn't find good fundamental reasons for the 197 point rise in the Dow last Friday....1
15 Aug 2008US$ gains all round with S$/US$ now at 1.41 from 1.35 not so long ago....1
07 Aug 2008MultiStar issues profit warning for H1-2008 while China Printing and Dyeing reports 94 % fall in Q2 profit2
03 Aug 2008There seems to be a common theme emerging from companies giving profit guidance....1
31 Jul 2008Palm oil prices continue to fall inline with weaker crude......Malaysian Plantation Minister announces plans to arrest fall2
30 Jul 2008Crude oil prices fall almost 2.5% overnight....fuelling rally in US markets......Financials also rally with index up almost 8%1
24 Jul 2008Are we at the bottom of the bear market ?......what should we do .....? should we start to BUY.....?2
19 Jul 2008Crude Oil falls further to US$128-129 per barrel....US markets mixed overnight but supported by financials....1
19 Jul 2008US markets rally on better bank earnings - Crude Oil falls to US$130 !!! ....but bell weathers' disappoint after market3
07 Jul 2008Don't be fooled by the modest gains in Wall Street overnight !1
24 Apr 2008March CPI rose 6.7%.....with deposit rates of 1%....we have negative interest rates of 5.7%...what can investors do ??1
18 Apr 2008I have two stocks on my watch list for Bargain Hunters - next in my sights is SGX1

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My stock picks / Singapore portfolio was started in October 2008.....changes after the 2009 reporting season

Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!!

2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important

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Kevin's stock picks

StockDate
Fuxing China Group21/07/10
China Animal Healthcare7/05/10
Asti Holdings Ltd27/04/10
Hisaka Holdings15/04/10
Sing Holdings3/02/10
...more

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Broadway delivers a solid set of Q2-2010 numbers - net profit higher by 34.9% - to pay interim dividend of 2 cents(3)

Innotek analysts' meeting yesterday was positive.....a decent yield, strong balance sheet favours more risk averse investors(7)

Stock markets are currently directionless !!!!......this explains the low volumes as investors try to digest the mixed signals and even double dip concerns(1)

Flooding in Singapore which occured once in a "blue moon" in the past is now almost a weekly affair.......what does it mean for(1)

Adding Fuxing China Group to my Stock Picks......today(3)

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