Archive

Kevin Scully

Summary of Armstrong Q1-2012 analyst briefing this morning

May 16, 2012 by Kevin Scully
Summary of Armstrong Q1-2012 analyst briefing this morning Wednesday, 16 May, 2012  2:42 PM Posted by Kevin Scully Steven Koh, Deputy CEO and Executive Director of Armstrong conducted the briefing to about 15-20 persons.    The company acknowledged that the Q1-2012 operational numbers were still weak with profit of just about S$1-2mn if we exclude [...]
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Armstrong Industrial Group announces Q1-2012 results with net profit growth of 20.3% to S$5.43mn…..despite a decline in turnover by 7.1%

May 16, 2012 by Kevin Scully
Armstrong Industrial Group announces Q1-2012 results with net profit growth of 20.3% to S$5.43mn…..despite a decline in turnover by 7.1%Wednesday, 16 May, 2012  8:26 AMPosted by Kevin Scully  Armstrong Industrial Group (in my Yield Portfolio) has released its Q1-2012 results.  Revenue declined 7.1% to $52.3mn while net profit was higher by 20.3% to $5.3mn.  Highlights [...]

in Categories: Investing

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Innotek reports loss of $4.46mn for Q1-2012 on a 15.2% fall in revenue to $70.36mn…..results highlights and takeaways from results briefing…

May 15, 2012 by Kevin Scully
Innotek reports loss of $4.46mn for Q1-2012 on a 15.2% fall in revenue to $70.36mn…..results highlights and takeaways from results briefing… Tuesday, 15 May, 2012  1:56 PM Posted by Kevin Scully  Innotek announced a set of disappointing Q1-2012 results.   Highlights of the Q1-2012 results and analysts briefing were: a) revenue declined by 15.2% to [...]
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Juken and Frencken ask for trading halt this morning…..is the wait finally over ?!

May 14, 2012 by Kevin Scully
Juken and Frencken ask for trading halt this morning…..is the wait finally over ?! Monday, 14 May, 2012  9:52 AM Posted by Kevin Scully  Both Juken and Frencken has asked for a trading halt this morning.  In September 2011, both companies announced that they were involved in discussions that could lead to a merger via [...]
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Oxley Holdings reports 114% in Q3-2012 revenue to S$48.1mn while net profit was higher by 56% to $8.6mn…two new launches do well…..

May 14, 2012 by Kevin Scully
Oxley Holdings reports 114% in Q3-2012 revenue to S$48.1mn while net profit was higher by 56% to $8.6mn…two new launches do well….. Monday, 14 May, 2012  9:16 AM Posted by Kevin Scully  I revisited Oxley Holdings in a recent Blog posting on 17 April 2012.  The original concept recommendation that I made  in January 2011 [...]
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AEM Holdings Limited – reports 28.3% increase in revenue in Q1-2012 to S$23.4mn, declares dividned of 0.35 cents……

May 14, 2012 by Kevin Scully
AEM Holdings Limited – reports 28.3% increase in revenue in Q1-2012 to S$23.4mn, declares dividned of 0.35 cents…… Monday, 14 May, 2012  6:56 AM Posted by Kevin Scully  AEM has reported its Q1-2012 results.  I added AEM to My Stock Picks on 13 April 2012 the day it was removed from the Watch List. Q1-2012 [...]
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China Animal Healthcare (CAH) reports 34% fall in net profit to RMB36.7mn on30.6% rise in revenue to RMB171.6mn……but its a good set of results !!!!

May 1, 2012 by Kevin Scully
China Animal Healthcare (CAH) reports 34% fall in net profit to RMB36.7mn on30.6% rise in revenue to RMB171.6mn……but its a good set of results !!!! Tuesday, 1 May, 2012  2:22 PM Posted by Kevin Scully  CAH released its Q1-2012 results on April 30, 2012.  Without going into the details the results look disappointing but I [...]
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Sundays Times article – The Shady side of penny stock rallies confirms broker intervention……looks like the penny rally may end soon

April 30, 2012 by Kevin Scully
 I read with interest the article in the Sunday Times – the Shady Side of Penny Stock rallies which focussed on my earlier Blog posting – “what will bring the penny stock rally to an end”.  In fact Yasmine had called me on Friday afternoon for a quote and I shared some of my views [...]

in Categories: Investing

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Who or what can stop this "Penny Cap" rally ?

April 26, 2012 by Kevin Scully
Who or what can stop this “Penny Cap” rally ? Thursday, 26 April, 2012  2:19 PM Posted by Kevin Scully Penny stocks have been dominating the volume on the SGX since February 2012.   This is not unusual as we had our blue chip rally from Oct 2011 to Jan 2012 and through normal rotational [...]
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Oxley Holdings – revisted…….they have executed well……what’s next for this stock ??

April 17, 2012 by Kevin Scully
Oxley Holdings – revisted…….they have executed well……what’s next for this stock ?? Tuesday, 17 April, 2012  4:7 PM Posted by Kevin Scully My initial comments  I first wrote about Oxley Holdings on 6 January 2011.  The share price then was about S$0.38.  I liked the hidden potential which if they executed well would give an [...]
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AEM gets off the watchlist today……I mentioned at InvestFair 2012 that this stock is undervalued and a BUY but that I would only recommend it once its off the list………

April 13, 2012 by Kevin Scully
AEM gets off the watchlist today……I mentioned at InvestFair 2012 that this stock is undervalued and a BUY but that I would only recommend it once its off the list………Friday, 13 April, 2012  8:24 AMPosted by Kevin Scully  AEM once a darling had fallen on hardtimes with regulators investigating and charging several members of its [...]

in Categories: Investing

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Genting Singapore PLC issues S$500mn PERPETUAL SUBORDINATED CAPITAL SECURITIES with a coupon of 5.125% rising to 6.125% after ten years if its not redeemed…..

April 10, 2012 by Kevin Scully
Genting Singapore PLC issues S$500mn PERPETUAL SUBORDINATED CAPITAL SECURITIES with a coupon of 5.125% rising to 6.125% after ten years if its not redeemed….. Tuesday, 10 April, 2012  9:1 AM Posted by Kevin Scully  Genting Singapore announced yesterday that it was launching another tranche of the Perpetual Subordinated Capital Securities with a coupon of 5.125% [...]
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Key takeaways from my panel discussion last Saturday at Invest Fair 2012 at Suntec on the Market Outlook 2012

April 9, 2012 by Kevin Scully
Key takeaways from my panel discussion last Saturday at Invest Fair 2012 at Suntec on the Market Outlook 2012 Monday, 9 April, 2012  12:35 PM Posted by Kevin Scully  Invest Fair 2012   Last Saturday I was a panellist at the Invest Fair 2012 – Market Outlook discussion.  The moderator for the panel was Vikram [...]
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Adampak receives voluntary conditional cash offer of S$0.42 provided they receive at least 90% of the issued shares………another Stock Pick bites the dust

April 3, 2012 by Kevin Scully
Adampak receives voluntary conditional cash offer of S$0.42 provided they receive at least 90% of the issued shares………another Stock Pick bites the dust Tuesday, 3 April, 2012  7:27 AM Posted by Kevin Scully  I added AdamPak to my Yield Stock Picks on 30 June 2010 when the share price was S$0.28.  I was attracted by [...]
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CAD investigating Independent & Non Executive Chairman and CEO/MD of Tee International for market rigging

April 3, 2012 by Kevin Scully
CAD investigating Independent & Non Executive Chairman and CEO/MD of Tee International for market rigging Tuesday, 3 April, 2012  6:49 AM Posted by Kevin Scully  Tee International was added to my Stock Picks Yield and Growth on 5 July 2011 when the share was S$0.265.  I was attracted by its steady growth and strong order [...]
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China Animal Healthcare – an old Stock Pick delivers a strong set of 2011 earnings…..I am adding it back to my Stock Picks……find out why

March 2, 2012 by Kevin Scully
China Animal Healthcare – an old Stock Pick delivers a strong set of 2011 earnings…..I am adding it back to my Stock Picks……find out whyFriday, 2 March, 2012  12:7 AMPosted by Kevin Scully  I first recommended China Animal Healthcare when the stock price was S$0.28 and added it to my Stock Picks.  At S$0.40 on [...]
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Innotek’s 2011 results were disappointing because of the difficult operating environment…..but the company fortunately maintained its dividend of 5 cents per share

February 27, 2012 by Kevin Scully
Innotek’s 2011 results were disappointing because of the difficult operating environment…..but the company fortunately maintained its dividend of 5 cents per share Monday, 27 February, 2012  12:11 PM Posted by Kevin Scully  Innotek has been a value and yield stock for me since I recommended the stock.  I was attracted by its discount to NAV, [...]
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Hutchison Port Holdings Trust (HPHT) – one of my Yield Plays……beats forecast in prospectus……..remains an attractive yield play even with US$ risk

February 23, 2012 by Kevin Scully
Hutchison Port Holdings Trust (HPHT) – one of my Yield Plays……beats forecast in prospectus……..remains an attractive yield play even with US$ risk Thursday, 23 February, 2012  11:11 AM Posted by Kevin Scully  HPHT delivered its maiden FY2011 results with net profit of HK$1.97bn.  But because HPHT was formed in the first quarter 2011 – there [...]
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