Friday, June 17, 2011

Special Situation Call : Short Sell DJIA

I would like to call "STRONG SELL" on DJIA index.


Disclosure: Short DJIA @12.34am (KL-Singapore Time)


Wednesday, June 15, 2011

DJIA Daily Technical Analysis

One scenario: as long as 11915 is support, we are bullish. In this case, the upside breakout of 12270 will trigger a bullish acceleration towards 12315.
Alternative scenario: a break below 11915 would open the way to 11825

Friday, June 10, 2011

All Star International Holdings Ltd buy Tongherr

7/6/2011-8/6/2011 All Star International Holdings Ltd buy 502,500 shares.
Total Accumulated Shares : 77,994,000

This insider is accumulating the share because of long term prospect in Vietnam Plant. I would rate STRONG BUY on TongHerr because the EPS should grow rapidly after the plant ready.


Disclosure : Temporary sold out this counter because of uncertainty of outlook on second half 2011.

Wednesday, June 1, 2011

Mamee-Double Decker(M) Bhd - first quarter results...

3 months sales ending 31/03/2011 gained 6.86% to RM123.3mln.

Pretax profit decreased 45.87% to RM8.58 mln. Net profit declined 46.34% to RM6.42mln. The net earnings per shares(EPS) were 4.41 cents. 8.5 cents dividend proposed.

Special Situation Blog rate "SELL only if above RM4.38"...

Tuesday, May 17, 2011

Stock Pick : Altera, Agilent -> Which one is the best?


Altera business provides high profit margin with less capital required compare to Agilent.

Altera : Every USD1,000 invested into Altera Share, it generates  USD360 return p.a
Agilent: Every USD1,000 invested into Agilent Share, it generates USD230 return p.a

Conclusion:-
Altera is a winner in term of profitablity (50% higher than Agilent)

Altera Stock outperform Agilent share by 100% over the 5 years...............
Altera
Business Overview :-
Altera Corporation is a semiconductor company. Altera designs, manufactures and markets programmable logic devices (PLDs), HardCopy application-specific integrated circuits (ASICs), intellectual property (IP) cores and development software. The Company’s PLDs consist of field-programmable gate arrays (FPGAs) and complex programmable logic devices (CPLDs), which are semiconductor integrated circuits, or chips, that its customers program to perform logic functions in their electronic systems. Its HardCopy ASICs enables its customer to transition designs from FPGAs to non-programmable implementations. Altera’s IP cores are pre-defined design building blocks that can be licensed by customers to add functions to their PLD designs. The development software, which operates on personal computers and engineering workstations, is used by customers to develop, compile and verify their designs, and then program their designs into its PLDs.

Agilent
Business Overview:-
Agilent Technologies, Inc. (Agilent) is a measurement company providing bio-analytical and electronic measurement solutions to the communications, electronics, life sciences and chemical analysis industries. During the fiscal year ended October 31, 2010 (fiscal 2010), the Company operated in three segments: electronic measurement business, the chemical analysis business and the life sciences business. Its electronic measurement business addresses the communications, electronics and other industries. Its chemical analysis business focuses on the petrochemical, environmental, forensics and food safety industries. In February 2011, the Company acquired Lab901. In March 2011, the Company acquired BIOCIUS Life Sciences, Inc.


Monday, May 16, 2011

Agilent Quarterly Result Announcement

Agilent Technologies (A +4.47% to $52.58): 2Q non GAAP EPS was $0.74 vs $0.65 expected and $0.43 a year ago. Revenues jumped 32% YoY to $1.68B. The Co sees 3Q revenue of $1.64B to $1.66B and non GAAP EPS of $0.71-$0.73 compared to $0.54 per share one year ago. The Co also raised its FY11 revenue guidance to $6.55B to $6.60B and its non GAAP EPS guidance to $2.84 to $2.88 per share.