我終于有機會成為AIG,嘉德置地股東，建筑美国梦+百万富翁梦

napster

原帖由 PBBANK-O1 于 14-10-2008 04:38 PM 发表


你"来野"了!

Cosco (F83.SG) surrenders morning gains, down 12.5% at S$1.05 vs high of S$1.30. Traders, analysts attribute correction to Credit Suisse's cut in target price to S$0.55 from S$1.20  ...

向来我都不相信他们的废话.
如果他们那么准的话,JP Morgan, Merill Lynch,UBS就不用输到脱裤了.

YSun

napster, 你买的股票好像太注重历史价格, 你买股的原因都是之前股价有多高,或跌了多少.完全是买定离手的赌博

napster

原帖由 YSun 于 14-10-2008 09:53 PM 发表
napster, 你买的股票好像太注重历史价格, 你买股的原因都是之前股价有多高,或跌了多少.完全是买定离手的赌博

谢谢你的看法。你是芙中的吧？
我乐意听听他人的看法。

股票就是买低卖高的玩意，
基本面多么好的股，行情不好的话，一样会跌，那倒不如逢底买入。

YSun

我是芙中的。
我以前也是像你这样玩，但是发觉很吃亏，因为有什么突发消息都是很迟才懂，也可以说什么都不懂。跟１００％赌博没分别

火柴_天堂

原帖由 YSun 于 15-10-2008 10:12 AM 发表
我是芙中的。
我以前也是像你这样玩，但是发觉很吃亏，因为有什么突发消息都是很迟才懂，也可以说什么都不懂。跟１００％赌博没分别

芙中是指芙蓉中华中学?
我不是芙中的

csh2006

那些购买注意。

最新-


德意志银行给中远(COSCO)的评级是“卖出”,12个月的目标价位是S $ 0.50。

SINGAPORE, Oct 16 (Reuters) - Chinese shipbuilders
Yangzijiang and Cosco Corp may be in focus on
Thursday after Deutsche Bank initiated coverage of the firms with
a "sell" rating.

-- COSCO CORP
- Deutsche Bank started coverage of Chinese shipbuilder Cosco
Corp with a "sell" rating and a 12-month price target of S$0.50,
citing an industry downturn and possible risks of securing
financing and steel price volatility. [ID:SIN404245]
Cosco also said on Wednesday it was not aware that one of
its clients, MPF Corp, sought bankruptcy protection in the U.S.
and Bermuda. The firm said it has not received any official
notification from MPF of the bankruptcy protection sought.
The vessel, which is being built by a Cosco unit, costs $119
million and MPF has already paid $98 million said the firm.

PBBANK-O1

Cosco management response

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_9F711742B92DA7B9482574E3003CF7CF/$file/Reply_to_SGX_Queries_15102008.pdf?openelement

Fatbingo

原帖由 YSun 于 4-10-2008 07:05 PM 发表


明明负债多是好事的. 我还嫌他建赌场借的钱太少.

哈哈，你说得很对，很多人都不懂其中道理。

skydog

原帖由 Fatbingo 于 17-10-2008 12:15 AM 发表


哈哈，你说得很对，很多人都不懂其中道理。

Fatbingo

我收到一份JPMORGAN的报告，taget price 是2.50
分析师做了两个worst case scenario：
1。No new orders and 50% cancellation of outstanding dry bulk orders - 估计价会从2.50 掉到1.88

2。No new orders and 25% delay with penalty - 估计价从2.50掉到1.32。。。



不同分析师，不同答案。小股民们，大家还是保持冷静。我相信它还会再掉。。。我一月会再看要不要进场。现在的我一直告诉自己所有的回弹都是假象，不要掉进陷阱里。有几次心很痒，想进场。。。。

我想在新加坡的RHB开澳币户口，3个月的FD，利息7.13%，有没有人有什么意见？
个人觉得澳币还会再掉。。。。但也会在几个月内回升。。。

stock_gal

原帖由 Fatbingo 于 17-10-2008 12:15 AM 发表


哈哈，你说得很对，很多人都不懂其中道理。

可以分享其中的道理吗？谢谢。

Fatbingo

原帖由 stock_gal 于 19-10-2008 08:55 AM 发表

可以分享其中的道理吗？谢谢。

融资的方法有很多种：

1. internal fund 即 retained earnings
2. debts
3. issued new shares
4. go listed (还没上市的公司)

不管用哪一种方法，都有它的cost。上述的排列是从最便宜到最贵。从transaction cost, arranging fee, 和所需动用的专业咨询，除internal funds 外，以debt来说最便宜，手续也最简单。

而且，debt的好处是，不管后来多赚钱，他们也只能赚利息，不能和你分享成果（除了converible bond，而genting intl就有 )。换句话说，发行越多的股票，earnings per share就越低。

guleden

感谢楼上对融资的分享，让我又了解了多一点。。

titotito

OCBC,Noble,Wilmar,Singtel,CapLand,cosco,Gen-Intl之外

这些呢 ?
SPC
Keppel Corp
DBS  

napster

原帖由 YSun 于 15-10-2008 10:12 AM 发表
我是芙中的。
我以前也是像你这样玩，但是发觉很吃亏，因为有什么突发消息都是很迟才懂，也可以说什么都不懂。跟１００％赌博没分别

那该如何投资呢？

原帖由 titotito 于 25-10-2008 06:38 PM 发表
OCBC,Noble,Wilmar,Singtel,CapLand,cosco,Gen-Intl之外

这些呢 ?
SPC
Keppel Corp
DBS  

SPC,2007年股息SGD550,最新价钱$2090,代表4年就可以净赚了。好股。比买屋子更好。
Keppel corp也一样。

不过。。。。不是每年都给那么高的股息。

DBS就。。。OCBC比它好。

股票跌了很多，是很好的时机购入蓝筹股

[ 本帖最后由 napster 于 25-10-2008 10:21 PM 编辑 ]

napster

赌场篇：
以下来自香港报道, 让我想起新加坡和云顶。
云顶相比下，哈哈，比金沙稳多多。
金沙股价从148跌到8，让人担心它的新加坡赌场会如何？更令人担心的是DBS, UOB, OCBC借了不少钱。

估计这个话题会被炒，所以我一直都等待OCBC到$3,

金沙新加坡造价新币50-60亿，万一有问题，大把人抢着要。

新加坡只有两间赌场，不像澳门那样。

对于云顶，我也等它，终于0.36了，我已经准备子弹随时入场了。



自賭權開放後,美資金莎,永利及何大口之澳博臝盡中共貪官千辛萬苦搜括得來的民脂民膏,據"爭鳴"雜誌報導,中共自2003年以來,貪官每年流出的賭金達三千億,至今貢獻拉斯維加斯,北韓,柬埔寨,越南及澳門,尤以澳門受益最多,估計達一萬億之鉅

以去年金莎老闆就係得到中共貪官的"祝福"由寂寂無名的小老闆,躍登福布斯富豪榜前五十名,身家暴漲幾千億

但隨住中共得知事態嚴重,去年己叫停去北韓越南柬埔寨的賭團,令到上述三地的賭場紛紛執笠,當中何鴻燊,楊受成等亦損失不菲!!!!!

近月,中共一再收緊國人到澳門輸錢,己令澳門賭場開始裁員,過去賺了頭啖湯的金莎,可以頂多三年,永利入伙較遲,都可頂多兩年,何大口擴充大了,頂不到一年,其子的魔卡,皇冠,其女的美高梅,想這很快頂唔住,淨係睇880,200的股價如江河日下就知,跟呂志和的銀河同屬瀕危公司

大量酒店落成,供過於求,房價大跌八成,較遠地區的酒店會人去樓空

現在買了地皮正在興建的酒店賭場,有機會爛尾收場,澳門這個極大的泡沫爆破,少了大批一擲億金的中共貪官,本來都仲有香港爛賭二去輸血

不過全球金融海嘯衝擊,香港也難獨善其身,過大海己是高消費的不必要開支了

2009-2012澳門幾項預測:

1)來回船票一套跌至$100才有希望坐滿人

2)一半地盤丟空晒太陽

3)賭場會執笠一半以上

4)苛官減薪七成,貼近正常水平

5)五星級酒店三舊水有找,氹仔果D只值一夜夫妻

6)樓市大跌八九成,一半以上06年後入伙的樓低過建築成本賤售

7)夜總會,卡拉ok,酒樓平過深圳,成為香港人煽蝪異?br />
8)地鋪丟空一半,租金跌五至八成

9)寫字樓更慘,一定低於建築成本賤賣

10)銀河好大機會拖跨呂志和

11)何大口身家縮水八九成,兩個仔女(新濠,美高梅)有機會清盤

賤物鬥窮人,留定錢執筍野啦各位

titotito

为何DBS 不比 OCBC 好 ？

Lehmann产品 对她有负面应响 ????

zerolord

napster

Liew Mun Leong
President and CEO,
CapitaLand Group

DURING the current turbulent times it is all the more crucial to keep close communication with the company's employees about what is happening around the world and how it is affecting the company. Clear, honest and transparent communication will help a lot in managing their psychology and at the same time gain better understanding and support from them. Two Sundays ago, I wrote an e-mail to my colleagues with this purpose in mind.

An edited version is reproduced below:

Dear Colleagues,

The current global financial crisis has been deteriorating rapidly. It happened so fast, and no one can believe how quickly Wall Street blue chips like Bear Stearns, Fannie Mae and Freddie Mac and Lehman Brothers have fallen. Even savvy and smart financial global giants like AIG, Goldman Sachs, Morgan Stanley, and Merrill Lynch have needed bailouts or buyouts. The 'theory of common happiness' which infected the world just a year ago is a sharp contrast to the fiery turmoil engulfing international financial markets today, turning the theory into one of 'common misery', globally.

Understandably, CapitaLand's share price has also not been spared. It is very apparent that the drop in share prices in the stock market has been across the board, across the world, indiscriminate, and not company-specific. As a large real estate company with investments and operations in the Asia Pacific, Europe and the Gulf, CapitaLand is naturally affected by these economic ups and downs, even if these are unrelated to the company's fundamentals. As a highly-liquid blue chip company, we are a likely candidate for redemptions by hedge funds and other investors looking to realize their gains.

'Our corporate strategy has been planned for ups and downs and can be captured in three simple words: Focus, Balance and Scale.'

Notwithstanding the share price drop, how we, as a company, withstand the current global financial crisis depends on how strong we are financially.

During this credit crunch, we need to do more than just perform profitably to impress investors. Investors want to see our balance sheet - how liquid we are? How are we managing our debt, especially short-term debt? How much cash are we holding? Indeed, we have a very healthy balance sheet which is stronger than ever before. Our debt and liquidity have been pro-actively managed long before the present crisis. As at 30 June 2008, the Group had S$3.4 billion of cash, excluding additional proceeds from recent divestments in the last few months. On a proforma basis, assuming these divestments were completed on 30 June 2008 and all things being equal, the Group's net debt-to-equity ratio would have been 0.43 as at 30 June 2008. I believe we are one of the lowest geared Singapore property companies. In addition, our private equity funds have undrawn commitments of S$2.2 billion.

Call it 'blessings in disguise'. We were outbid on several projects, including the two integrated resorts, the Marina Bay Financial Centre sites, the Beach Road/former NCO Club site and the JTC privatisation project. All these multi-billion dollar undertakings would have weighed heavily on our books had we been successful.

Instead, we are in a favourable cash position to ride out the current credit and capital market turmoil. Indeed we are ready to seize opportunities in this capital constrained environment, looking out for distressed assets and companies to collaborate with. We are in the enviable position of being able to 'plant seeds' during this down cycle. Similar seeds were planted during the 1997 Asian Financial Crisis: we acquired Furama Hotel to build AIG Tower in Hong Kong, developed the Canary Riverside project in London's Canary Wharf, resurrected Raffles City Shanghai as well as bought and refurbished the half-completed Capital Tower Beijing. These developments have since been monetised to prepare us for this latest cycle of opportunities.

In fact, our former board member Andrew Buxton commented that CapitaLand's management has been 'actively managing its balance sheet' all these years. This active capital management has always been misunderstood as either hollowing out, or as exceptional one-off transactions that are not seen as part of our business strategy. We have been aggressively managing our property transactions - divesting and acquiring, and expanding our business in the process.

'Disciplined aggression'

At all times, we have been prudent and disciplined with our investments. Gail Fosler, President of The Conference Board and one of CapitaLand's International Advisory Panel members, recently used the term 'disciplined aggression' to describe companies that proactively and prudently manage their business. I think this term captures the essence of our investment management strategy accurately.

Someone asked me whether during today's financial climate, a company could save a troubled balance sheet. Clearly, it is too late for a company currently in such a predicament to take corrective action. Banks are resistant to lending to anyone, even to one another. Recently, I read an article where an American industrialist said, 'Unless you have more cash than you need to borrow, they (local banks) won't do business with you.' Sounds counter-intuitive, but it's true.

In his book 'Managing in Turbulent Times', Peter Drucker advised that in such a volatile environment, management should go back to the fundamentals of business and stick to the basics. We intend to do just that. Our corporate strategy has been planned for ups and downs and can be captured in three simple words: Focus, Balance and Scale. We will continue to focus capital and human resources on our key sectors of residential, retail, commercial, integrated developments, hospitality and financial services. We will also remain balanced in our investment approach and will continue to maintain scale and scalability in our business operations.

In particular, we are 'long' on human resource investment. People is the most important asset in our company. We continue to 'hire and fire' in good or bad times. In bad times we will continue to hire as there will be a wider pool of talents to attract. We manage our people the same way that we manage our balance sheet. If you have not managed your balance sheet well consistently then it is too late to repair it during a crisis. The same goes for human resource management. Talent management is about being rigorous but not ruthless.

I am often asked what we plan to do with our accumulated cash. We will continue to build up our cash position even though we have currently secured S$3 to $4 billion. We will watch the distressed market very carefully, seeking out opportunities but not investing hastily, asking questions: It may be cheap but is it a good asset? Is it going to be part of our focused strategy? Can we add value to it?

We have weathered two crises - the Asian Financial Crisis in 1997 and a prolonged one in 2001-2003 after our formation in 2000. Both times we emerged a stronger company and further extended our leadership in the real estate sector. We are riding into this latest storm with a much stronger ship and a more experienced crew, and on course to enter the next growth cycle.

An eminent US economist Paul Romer once said, 'A crisis is a terrible thing to waste.' Yes, provided that in trying not to waste the crisis, you do not get in it yourself. We are mindful of that.

napster

原帖由 titotito 于 26-10-2008 08:48 PM 发表
为何DBS 不比 OCBC 好 ？

Lehmann产品 对她有负面应响 ????

DBS  dividend
year 2007 : SGD850
year 2006 : SGD680

OCBC  dividend
year 2007:SGD260
year 2006:SGD230
year 2005:

ENTITL.	3 Aug 2005	5 Aug 2005		STOCK SPLIT OFFER OF 2 FOR 1
	RIGHTS	15 Jun 2005	17 Jun 2005		OFFER OF 1 FOR 5 @ $5
	DIVIDEND	15 Jun 2005	17 Jun 2005	19 Jul 2005	SGD 1.25 LESS TAX
	DIVIDEND	7 Apr 2005	11 Apr 2005	25 Apr 2005	SGD 0.19 LESS TAX

[ 本帖最后由 napster 于 27-10-2008 10:19 PM 编辑 ]