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Kevin's blog

July 2015

Don't try and pick the bottom for Chinese markets because its the unwinding of a margin financing retail driven rally......

Thursday 9 Jul 2015 @ 9:08 AM

 I was asked on 93.8 fm yesterday morning what I thought about the fall in the China market and where was the bottom.  I wasn't able to share this on my Blog as I had an appointment with the National Heart Centre yesterntday.  I was told that I had irregular heart beats when my heart rate passed 150 beats, ie under physical or mental stress.  So lucky for me that I wasnt around yesterday to see the market fall sharply.

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Greek debt crisis.....DON'T Panic......unless there is a contagion effect to Portugal and Spain

Tuesday 30 Jun 2015 @ 8:27 AM

 I am just recovering from my own health crisis but thought I needed to write something giving the huge volatility facing markets over the last few days.

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MIT wins two new solar contracts worth S$21mn....FY2015 revenue could exceed that for FY2014

Tuesday 12 May 2015 @ 1:06 PM

 MIT announced last night that it had won two solar contracts worth S$21mn,    This new contract together with its order book in February 2015 of S$56mn brings it current order book to S$77mn for FY2015.  This already exceeds its FY2014 record revenue of  $64.3mn.  

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Looking at US stocks and Singapore equities - my interview on FirstLook Asia on Channel News Asia this morning

Tuesday 10 Mar 2015 @ 3:53 PM

 I was interviewed on FirstLook Asia of Channel News Asia at about 8.30am this morning.  The main topic was "Looking at US stocks and Singapore equities".  If you missed the interview, you can view it at this following website.   FirstLook Asia - Looking at US stocks and Singapore equities

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Straco Corporation reports net profit of S$37.7mn for FY2014 up 10.9%......but Q4-2014 net profit was down 21.3% to S$4.6mn from the acquisition of the Singapore Flyer......has Straco bought a lemon ?

Monday 2 Mar 2015 @ 8:59 AM

 In Straco Corporation's 2014 financial results, it  reported FY2014 revenue of S$92.3mn up 26.7% with net profit higher by 10.9% to S$37.7mn.  The Q4 numbers showed a less rosy picture with revenue higher by 32.8% to S$19.4mn and a net profit decline by 21.4% to S$4.4mn.  That poorer performance reflected its recent acquisition of the Singapore Flyer.   So did it buy a lemon, is Straco Corporation still a BUY ????

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MIT delivered a solid FY2014 with net profit of $10.2mn exceeding its all time high net of $8.4mn......this profit recovery looks sustainable......adding stock to My Stock Picks value today

Monday 2 Mar 2015 @ 7:03 AM

 M IT reported a strong set of FY2014 results which were even better than expected.   Net profit for FY2014 was S$10.2mn beating expectations of S$8.4mn.

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Manufacturing Integration Technology - some corrections and clarifications......but it still appears to be an undervalued stock with a trading opportunity ?/!

Monday 9 Feb 2015 @ 10:33 AM

 Following my Blog posting on Manufacturing Integration Technology, I received comments/questions which I felt I should answer and share.

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Manufacturing Integration Technology (MIT) gives positive earnings guidance for FY2014......what does this mean ?.....is there a trading opportunity ?

Friday 6 Feb 2015 @ 9:42 AM

 On the 26 January 2015, MIT released an announcement giving positive profit guidance for its FY2014 results.  I found this a little strange as most companies give profit warnings rather than positive profit guidance.  The shares did rise a little since the announcement but on low volume.  

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Midas wins another Metro contract worth RMB1.7bn.....so contracts are there but not enough to compensate for the fall in margins

Friday 30 Jan 2015 @ 9:32 AM

 I was meeting an investor yesterday and we were talking about one of my favourite (currently under review) stocks Midas.  The share had rebounded from low of S$0.25 and recently had an SGX advisory that investors should trade with caution. After lunch we noticed that the shares had risen 3-5% and when I checked with its CEO Patrick Chew he mentioned that they had announced another contract.

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MIT wins two new solar contracts worth S$21mn....FY2015 revenue could exceed that for FY2014

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Kevin's stock picks

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Manufacturing Integration Technology2/03/15
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MIT wins two new solar contracts worth S$21mn....FY2015 revenue could exceed that for FY2014(7)

Looking at US stocks and Singapore equities - my interview on FirstLook Asia on Channel News Asia this morning(1)

MIT delivered a solid FY2014 with net profit of $10.2mn exceeding its all time high net of $8.4mn......this profit recovery looks sustainable......adding stock to My Stock Picks value today(1)

Manufacturing Integration Technology (MIT) gives positive earnings guidance for FY2014......what does this mean ?.....is there a trading opportunity ?(1)

What is happening at Innotek Holdings Limited ?(2)

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