EDGE summary 23Jun (zt from CNA)
THE EDGE ISSUE - JUN 25 - JUL 1, 2007. BUY/SELL/HOLD *NEW
COVER PAGE : BULLS CHARGE AHEAD (Page 18 to 21)
-Oil & Gas and Offshore sector swells in numbers.
COVER STORY : SGX-Listed China stocks delivering strong Gains
10 BEST PERFORMING STOCKS (STI)
Neptune Orient Lines
Wingtai Holdings
Singapore Exchange
Cosco Corp Singapore
Noble Group
Allgreen Properties
Olam International
People's Food Holdings
SembCorp Industries
SembCorp Marine
10 WORST PERFORMING STOCKS (STI)
Singapore Airlines
Ascendas REIT
Singapore Telecommunications
DBS Group Holdings
Jardine Cycle & Carriage
MobileOne Ltd
Jardine Strategic
Thai Beverage
Juring Technologies Ind Corp.
Creative Technology
Investors may check into hotel plays (Page 3)
Asian stocks slide (Page 4)
Japan Land spikes on interest created by individual investor (Page 6)
Airbus wins SIA Order (Page 8 )
Changing fortunes of chip foundries (Page 8 )
Temasek's great genco sale (Page 9)
Indofood Agri doubles output with London Sumatra as palm oil rallies (Page 10)
Biofuel economics not as attractive as 18 months ago (Page 12)
Stock Exchange PERs : Trade with caution (Page 13)
End of the road for PacNet (Page 15)
Stanley Tan gets ready for Yellow Pages Showdown (Page 17)
Economic milestones over 25 years (Page 22)
The Asian financial crisis : A decade on (Page 23)
How Transmile's books were cooked (Page 24)
Weak Finish : Blue chips succumb to interest rate fears, second liners continue on own stream (Page 25)
WHAT TO LOOK OUT FOR THIS WEEK :
-Dealers expect further weakness to set into blue chips this week.
-Expect plenty of punting for stocks like Equation Corp, Armada Group, Summit
Advance SCT : Copper investments are changing the face of the company (Page 26)
Other SGX listed copper plays to watch : TAI SIN & KINGBOARD (Page 26)
Sincere Watch to further expand (Page 27)
Private banking assets to jump by record 30% (Page 27)
John Gokongwei buys more of UIC (Page 30)
STI pauses (Page 36)
The Soft underside of the bull (Page 36)
BROKERS DIGEST :
Asia Environment Holdings - DOWNGRADE TO HOLD (tp = 0.975 cents)
Raffles Medical Group - MAINTAIN OVERWEIGHT (tp = $2.10)
Synear Food Holdings - OUTPERFORM (tp = $2.60)
Yongnam Holdings - MAINTAIN BUY (tp = 0.46 cents)
Singapore Press Holdings - MAINTAIN BUY (tp = $5.25)
Datapulse Technology - UPGRADE TO BUY (tp = 0.37 cents)
TEE Int'l - DOWNGRADE TO HOLD (tp = 0.21 cents)
Singapore Exchange - MAINTAIN OUTPERFORM (tp = $11.14)
Chartered Semiconductor Mfg - NEUTRAL (tp = $1.29)
PERSONAL WEALTH SECTION :
No Bear market in sight (Page PW 1)
Bullish on Malaysia and Brazil (Page PW 2)
Is the party almost over ? (Page PW 3)
Bringing quantitative analysis to bear and bull (Page PW 4)
A green investor who beats the markets (Page PW 5
VOLUME MOVERS :
Equation Corp.
HLH Group Ltd.
Yongnam Holdings Ltd.
CSC Holdings Ltd.
HOT STOCKS :
Kian Ann Engineering - Upmove set to continue (Support at 0.36 cents)
BH Global - Possible breakout (tp = 0.66 cents)
Annaik - Continuation pattern (tp = 0.54 cents)
Swiber Holdings - Temporary retreat (tp = $2.90)
Beng Kuang Marine - Still good for more (tp = $1.26)
Cougar Logistics Corp - Bullish falling wedge (tp = 0.75 cents)
COVER PAGE : BULLS CHARGE AHEAD (Page 18 to 21)
-Oil & Gas and Offshore sector swells in numbers.
COVER STORY : SGX-Listed China stocks delivering strong Gains
10 BEST PERFORMING STOCKS (STI)
Neptune Orient Lines
Wingtai Holdings
Singapore Exchange
Cosco Corp Singapore
Noble Group
Allgreen Properties
Olam International
People's Food Holdings
SembCorp Industries
SembCorp Marine
10 WORST PERFORMING STOCKS (STI)
Singapore Airlines
Ascendas REIT
Singapore Telecommunications
DBS Group Holdings
Jardine Cycle & Carriage
MobileOne Ltd
Jardine Strategic
Thai Beverage
Juring Technologies Ind Corp.
Creative Technology
Investors may check into hotel plays (Page 3)
Asian stocks slide (Page 4)
Japan Land spikes on interest created by individual investor (Page 6)
Airbus wins SIA Order (Page 8 )
Changing fortunes of chip foundries (Page 8 )
Temasek's great genco sale (Page 9)
Indofood Agri doubles output with London Sumatra as palm oil rallies (Page 10)
Biofuel economics not as attractive as 18 months ago (Page 12)
Stock Exchange PERs : Trade with caution (Page 13)
End of the road for PacNet (Page 15)
Stanley Tan gets ready for Yellow Pages Showdown (Page 17)
Economic milestones over 25 years (Page 22)
The Asian financial crisis : A decade on (Page 23)
How Transmile's books were cooked (Page 24)
Weak Finish : Blue chips succumb to interest rate fears, second liners continue on own stream (Page 25)
WHAT TO LOOK OUT FOR THIS WEEK :
-Dealers expect further weakness to set into blue chips this week.
-Expect plenty of punting for stocks like Equation Corp, Armada Group, Summit
Advance SCT : Copper investments are changing the face of the company (Page 26)
Other SGX listed copper plays to watch : TAI SIN & KINGBOARD (Page 26)
Sincere Watch to further expand (Page 27)
Private banking assets to jump by record 30% (Page 27)
John Gokongwei buys more of UIC (Page 30)
STI pauses (Page 36)
The Soft underside of the bull (Page 36)
BROKERS DIGEST :
Asia Environment Holdings - DOWNGRADE TO HOLD (tp = 0.975 cents)
Raffles Medical Group - MAINTAIN OVERWEIGHT (tp = $2.10)
Synear Food Holdings - OUTPERFORM (tp = $2.60)
Yongnam Holdings - MAINTAIN BUY (tp = 0.46 cents)
Singapore Press Holdings - MAINTAIN BUY (tp = $5.25)
Datapulse Technology - UPGRADE TO BUY (tp = 0.37 cents)
TEE Int'l - DOWNGRADE TO HOLD (tp = 0.21 cents)
Singapore Exchange - MAINTAIN OUTPERFORM (tp = $11.14)
Chartered Semiconductor Mfg - NEUTRAL (tp = $1.29)
PERSONAL WEALTH SECTION :
No Bear market in sight (Page PW 1)
Bullish on Malaysia and Brazil (Page PW 2)
Is the party almost over ? (Page PW 3)
Bringing quantitative analysis to bear and bull (Page PW 4)
A green investor who beats the markets (Page PW 5
VOLUME MOVERS :
Equation Corp.
HLH Group Ltd.
Yongnam Holdings Ltd.
CSC Holdings Ltd.
HOT STOCKS :
Kian Ann Engineering - Upmove set to continue (Support at 0.36 cents)
BH Global - Possible breakout (tp = 0.66 cents)
Annaik - Continuation pattern (tp = 0.54 cents)
Swiber Holdings - Temporary retreat (tp = $2.90)
Beng Kuang Marine - Still good for more (tp = $1.26)
Cougar Logistics Corp - Bullish falling wedge (tp = 0.75 cents)
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