Tuesday, January 15, 2008

SGX-It's chance

to whoever watching the market.. i have to say this.. this is an opportunity, don't miss it

I am unlucky cuz i m stuck w my stupid F&N before the drop. but yah for those who are not vested and have cash i have a few suggestions.. no hard values as I don't rem it myself, check it out before you buy,., caveat

1. Inter-roller - BUY (~53cent) Super good deal if you can get below 50cents, which may happen at this market sentiment. hold long enough you will see a dollar again. This company has great potential due to the up and coming aviation industries. check it's NAV and past PE records you will understand..

2. Semb Corp - BUY (~5.00) GOOD BUY (<5) This is a big conglomerate.. check the record and you will know why. it has been sluggish due to the sell down.. and partly due to daughter semb marrine. but fundamentally good. could be heading to 7 after this round sell down. i was vested at 5 bucks before n sold at 6 bucks. would ask my dad to go for this.

3. Semb Marrine - BUY (~3.7) GOOD BUY (3.5) This is another good stock as long as it stays out of FOREX. Shot up so high. even at this price it is >50% up from 2007 feb. After splitting i think it actually went to ard 5.5 n hit by scandal.

4. Keppel Corp - BUY (~12) if this ever come to 12 bucks or below you know where to park ur money. biggest shipping player in the world. nv fail stock

5. Jurong Tech - BUY (<40cents) the company is still doing it's usual biz but strangely enough it has been sold down so badly. heard that a fund is collecting this stock n hopefully it will be rallying up soon. but really hard to say.. i was thinking of buying at 65cent but now it's 40. I wonder how low it can go but it's almost smaller than it's NAV alrd. but at real low price like this, hold long enough u see sunshine

6. other counters i believe in - SPH, Sintel, SIA (below 14, if ever), Capital Land (really good price now.. but could go a little lower, property boom has juz got started.. so you see why it's a good price now)

basically i still believe in oil play.. so shipping of course. it should stay at high prices for some time... up n coming should be aviation n property. Other than that I will look at fundamentally well stock which can give u shelter such as singtel, SPH. THis sell down can prob touch ard 3050 or even 2950. but in a week or 2 will be chinese new year rally. so it's really good time to make some ang pau money if u want to. I am really so sad that I am out of these cuz mine is stuck at F&N. caveat!

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