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The Journalist

Value in Las Vegas Sands

April 27, 2012 by The Journalist
As I am leaving for Beijing in about 5 mins, I’m going to do a short one for this. Las Vegas Sands announced their quarterly result recently which can be found here. There’s basically good result from everywhere (Las Vegas, Macau and Singapore). In Macau, the Cotai Central has just opened and we’re expecting LVS’s [...]

in Categories: Shares and Derivatives

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Apple Reports 2Q2012 Results

April 26, 2012 by The Journalist
In our recent post on Apple, we’ve stated that we believe the company’s quarterly result to be decent and that China will be the key growth factor. Yesterday’s result from Apple proved us right. iPhone shipments of 35.1 mil units easily surpassed the estimated 31-33 mil. As reported by Bloomberg, China has made up a growing slice [...]

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Suntec Reit 1Q2012 Result

April 25, 2012 by The Journalist
Suntec Reit has just announced their 1Q result today. Gross revenue was up 20.1% y-o-y to $73.3mil. A quarterly dividend of 2.453 cents will be distributed on 29 May 2012. Some quick numbers of Suntec’s result: Gross revenue – $73.3 mil (20.1% increase y-o-y) Net property income – $49.0 mil (5.0% increase y-o-y) Distribution income [...]

in Categories: Shares and Derivatives

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Adding some Apple exposure

April 21, 2012 by The Journalist
[unable to retrieve full-text content] We have been a big fan of Apple Inc. This company has the uncanny ability to turn every new product into gold. Just this year alone, the stock price has appreciated more than 50% to hit the all-time high of $644. Over the past 2 weeks, Apple shares has taken [...]

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CapitaCommercial Trust 1Q2012 results

April 20, 2012 by The Journalist
CCT had just posted their 1Q2012 financial results. Six Battery Road (one of their property) was badly battered with gross revenue for the property dropping to $12mil as compared to $16.2mil in 1Q2011. Net property income for Six Battery Road dropped to $10.6mil as compared to $12.4mil in 1Q2011. The bad result, however, is offset [...]

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CapitaCommercial Trust 1Q2012 results

April 20, 2012 by The Journalist
Tags CapitaCommercial Trust, Real estate investment trust, SGX CapitaCommercial Trust 1Q2012 results by The Journalist on April 20, 2012 CCT had just posted their 1Q2012 financial results. Six Battery Road (one of their property) was badly battered with gross revenue for the property dropping to $12mil as compared to $16.2mil in 1Q2011. Net property income [...]

in Categories: Shares and Derivatives

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Taking profit on Sands China

January 26, 2012 by The Journalist
January had been a fantastic month for the stock market. The Dow Jones Industrial index rallied approximately 4% in this month alone. We believe the Dow will hit strong resistance nearing the 12880 level and we’re expecting the market correct. The Euro crisis isn’t solved so there should be limited upside potential from here on. [...]

in Categories: Shares and Derivatives

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Taking profit on Sands China

January 26, 2012 by The Journalist
Tags Casino, Gaming, HKSE, Macau, Sands China Ltd, stock trading advice, stock trading tips Taking profit on Sands China by The Journalist on January 26, 2012 January had been a fantastic month for the stock market. The Dow Jones Industrial index rallied approximately 4% in this month alone. We believe the Dow will hit strong [...]

in Categories: Shares and Derivatives

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Dividend announcement by CapitaCommercial Trust and Suntec Reit

January 21, 2012 by The Journalist
CapitaCommercial Trust and Suntec REIT have just announced their FY2011 results. CCT saw a 7.2% drop in NPI ($277.3 mil) comparing to FY2010 ($299.0 mil). This is mainly due to their divestment of Robinson Point and Starhub Centre, 2 properties which we’re pretty glad to get rid of. Suntec REIT saw a slight increase in [...]

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Deere & Co : Overbought?

January 21, 2012 by The Journalist
We believe now will be a good time to let go of our holdings in Deere & Co. The stock price has rallied almost $12 since Dec 2011 and has now reached the resistance level of $87…

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Sands Cotai Central to open between March 22 and 27

January 19, 2012 by The Journalist
The first phase of Sands Cotai Central is on schedule “to open between March 22 and 27,” wrote HSBC Global Research’s analyst Sean Monaghan in an investors note released this week. He added the property “will progressively complete over the next 18 months.” Mr Monaghan estimated Sands China Central will comprise 28 percent of Sands [...]

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2011 Result

January 3, 2012 by The Journalist
2011 hasn’t been a memorable year for us. We were doing ok for 1H2011 before shifting a sizable portion of our funds into Singapore REITs in 3Q. These trades has tanked approximately 30% since. Overall, our portfolio was down 6.66% for the year. Comparing that to S&P500 which was up slightly by 0.59%. Hang Seng and [...]

in Categories: Shares and Derivatives

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Macau Nov gaming revenue slows

December 1, 2011 by The Journalist
From Reuters Macau, the world’s largest gambling destination, posted a 32.9 percent rise in November gaming revenue to 23 billion patacas ($2.9 billion), government figures figures showed on Thursday, buoyed by a rising tide of Chinese gamblers to the glitzy enclave, despite deep-set global economic uncertainties. November revenue, which rose at the slowest pace this [...]

in Categories: Shares and Derivatives

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Macau hits a new gaming record in Oct

November 1, 2011 by The Journalist
From Reuters Gambling revenue in glitzy Macau, the world’s largest gaming destination, broke a new record in October rising 42 percent on the year to 26.9 billion patacas, with relentless demand from Chinese visitors continuing to defy concerns over the global economy and a domestic credit squeeze. Widely expected to hit a new record because [...]

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Suntec REIT 3Q 2011 Results

October 30, 2011 by The Journalist
Suntec REIT has just announced their 3Q 2011 results and declared a quarterly dividend of 2.533 cents per share. The full 3Q result can be found here.

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LVS CEO Q3 2011 Earnings Call Transcript

October 30, 2011 by The Journalist
Sheldon Gary Adelson Thank you, Dan. Good afternoon, everyone. Thank you, all, for joining us today, and I would like to again thank those of you who were able to either personally attend our Investor Conference in New York on September 21 or joined us via the webcast. We sincerely appreciate your continued interest in [...]

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Las Vegas Sands Profit Doubles

October 30, 2011 by The Journalist
New from MarketWatch – Brisk growth in Singapore and Macau, along with a steady rebound in its home town helped Las Vegas Sands better than double its third-quarter profit, the casino operator said Thursday. Sands earned $353.6 million, or 44 cents a share, on the period, vs. $168 million, or 21 cents a share, in the [...]

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Sands China’s Stock to Jump 40% on Mass Market Appeal

September 17, 2011 by The Journalist
Sands China, a subsidiary of gaming giant Las Vegas Sands, may be ranked fourth in Macau’s overall gaming revenues, but according to a report by Macquarie Securities Research, its casinos have “mass market” appeal, which will boost the company’s stock in the coming months. Macquarie has raised its 12-month price target on Sands China’s stock to [...]

in Categories: Shares and Derivatives

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