Archive

Ernest

U.S corporate results calendar 16 May – 31 May 2012

May 16, 2012 by Ernest
Dear all, For readers who trade the U.S. markets, here is my personal compiliation of the U.S. listed companies’ earnings announcement date, sorted by date and company name for the period 16 – 31 May 12. Source is from Bloomberg, correct as on 16 May 12 This should be useful as part of your consideration [...]

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Singapore earnings announcement 9 – 31 May 12

May 9, 2012 by Ernest
For readers who trade the Singapore. markets, here is my personal compilation of the Singapore listed companies’ earnings announcement date, sorted by date and company name for the period 9 – 31 May 12. Source is from Bloomberg, correct as on 9 May. This should be useful as part of your consideration in your trading [...]

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China Animal – can biological drugs growth stem the share price decline?

May 3, 2012 by Ernest
Some say a picture speaks a thousand words. With reference to Chart 1, it seems like China Animal (“CAL”) has almost tumbled 50% from the high seen in Dec 2010. What has happened? Is CAL[1]’s results worse than FY10? Are prospects dimmer than before? Chart 1: CAL’s 2 year stock chart Source: Shareinvestor (2 May [...]
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U.S. Earnings announcement 30 Apr 12 – 31 May 12

May 1, 2012 by Ernest
Dear all   For readers who trade the U.S. markets, here is my personal compilation of the U.S. listed companies’ earnings announcement date, sorted by date and company name for the period 30 Apr – 31 May 12. Source is from Bloomberg, correct as on 26 Apr. This should be useful as part of your consideration in [...]
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Riverstone – A potential technology play?

April 28, 2012 by Ernest
Dear Readers, Below is my writeup on Riverstone. I am not able to attach some of the figures on my blog. Readers who are interested can drop me an email at crclk@yahoo.com.sgRiverstone – A potential technology play? Of late, technology plays have been in play, especially in the first two months of this year. Hard [...]

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Sino Grandness – Once bitten, twice shy?

April 19, 2012 by Ernest
It has been some time since I last published write-ups on my blog as I have been extremely busy since February. I have been running around for company result briefings in February. In March, I have arranged several 1-1 follow up meetings. Thereafter, I went to China to visit a company in April. Finally, I am [...]
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LMA – Small Cap Stock, Large Global Market Share

April 19, 2012 by Ernest
In Singapore, there are only a handful of companies in the healthcare sector, much less in the medical instruments. In this handful of companies, there is one company whose market capitalisation only amounted to $215.4 million but it has a 75 percent global market share in the products which it sells. Most investors may not [...]
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Personal compilation of stocks sorted by year to date returns

March 15, 2012 by Ernest
Dear Readers Some of you believe that market can continue to climb higher in the near term. Thus, i have done a personal compilation of stocks and sort them based mainly on analyst consensus target prices, year to date returns, coupled with some reports which i read previously. These counters have underperformed the general market. If [...]

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Personal compiliation of stocks with market cap >$50m, sorted by year to date returns

February 21, 2012 by Ernest
Name Adj Mkt Cap ($) Last Price($) Ave Analyst px($) Est PE(x) Est P/BV(x) Est 12M Div Yield YTD Total Return(%) Cap gain + Div Yield First Ship Lease 129.6 0.198 0.200 31.4 0.3 17.8% -30.1 19% Abterra Ltd 170.4 0.695 NA NA NA NA -6.7 NA Stamford Land Co 462.1 0.535 0.780 12.2 NA [...]
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STI – the week ahead

February 13, 2012 by Ernest
Asian stocks continued their upwards ascent for the eighth week. The MSCI Asia Pacific Index rose 0.4% to 124.85 after better than expected economic news on the U.S. employment jobs front. On the charts, STI managed to close the gap 2,943 – 2,974 (formed on 5-8 Aug 2011). It reached an intraday high of 2,995 [...]

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Singapore corporate results calendar 6 Feb 2012 – 29 Feb 2012

February 5, 2012 by Ernest
Attached is my personal Singapore corporate results calendar 6 Feb 2012 – 29 Feb 2012. Data is sourced from Bloomberg as of 3 Feb 12. Company Name Date *Confirm / Estimated Time Period Estimate Eu Yan Sang International Ltd 6-Feb-12 C 17:05 Q2 2012   Pacific Shipping Trust 6-Feb-12 E   Y  2011   United [...]

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STI closed almost flat for the week. What lies ahead?

February 4, 2012 by Ernest
Asian stocks (represented by the MSCI Asia Pacific Index) logged its longest winning streak since 2005 amid the backdrop of improving manufacturing reports in China, Europe, India and U.S. S&P 500 jumped 2.2% higher for the week on the back of better than expected U.S. jobs report. STI has surged 272 points or 10.3% year [...]

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U.S. Earnings announcement 1 Feb 2012 – 29 Feb 2012

February 1, 2012 by Ernest
Dear readers, My personal compilation of the U.S. companies that report results this month. Company Name Date *Confirm / Estimated Time Period Estimate JDA Software Group Inc 1-Feb-12 C 5:00 Q4 2011 0.628 Amazon.com Inc 1-Feb-12 C 5:01 Q4 2011 0.163 CR Bard Inc 1-Feb-12 C 5:05 Q4 2011 1.683 Dolby Laboratories Inc 1-Feb-12 C [...]

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MCT – doomed to stay below IPO price?

January 31, 2012 by Ernest
Mapletree Commercial Writeup                                                                                                       30 Jan 12 Mapletree Commercial Trust’s (“MCT”) debut on Singapore Stock Exchange on 27 Apr 2011 with an IPO price of $0.880. Prior to its listing, some market watchers are expecting that it should do relatively well in terms of its share price performance. This is because Mapletree Industrial Trust launched [...]

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What lies ahead for this week? Bull or Bear?

January 28, 2012 by Ernest
Last week, Asian stocks posted their sixth weekly gain, the longest winning streak since 2010 amid a dovish Federal Reserve and optimism that Greece would successfully negotiate a deal with the private creditors. STI has surged 10.2% or 270 points year to date (STI closed at 2,646 on 30 Dec). On the charts, it is [...]
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Review on previous post on stocks trading at 1-7x Next Year PE

January 16, 2012 by Ernest
With ref to my previous compilation of companies trading at less than 7x PE using Bloomberg data as of 28 Dec http://ernestlim15.blogspot.com/2011/12/companies-trading-at-2x-3x-4x-7x-next.html , I have attached the table below which incorporated their stock prices on 13 Jan (price as of around 4pm.) Notwithstanding the sharp 5.5% appreciation in the STI index since the start of [...]
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U.S. Earnings announcement 13 Jan 2012 – 31 Jan 2012

January 14, 2012 by Ernest
Company Name Date *Confirm / Estimated Time Period Estimate JPMorgan Chase & Co 13/1/2012 C 20:00 Q4 2011 0.903 McMoRan Exploration Co 17/1/2012 C Bef-mkt Q4 2011 -0.105 M&T Bank Corp 17/1/2012 C Bef-mkt Q4 2011 1.52 Citigroup Inc 17/1/2012 C 21:00 Q4 2011 0.53 Wells Fargo & Co 17/1/2012 C 21:00 Q4 2011 0.72 [...]
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Top five things to watch out for in 2012

January 11, 2012 by Ernest
Top five things to watch out in 2012   Time flies. 2011 had flown by in a twinkling of an eye. Nevertheless it is unlikely to be forgotten as there are several rare occurrences (or may I say, “black swan events”) in 2011.Last year saw half a dozen eurozone governments collapsing, Japan being hit by [...]
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