Opportunistic Play on C&O Pharmaceutical

January 31, 2011 el15

Opportunistic Play on C&O Pharmaceutical 28 Jan 11 Before I start, I will like to emphasis that this short write up is to highlight a possible opportunistic (technical) play on C&O Pharmaceutical (“C&O”) with a horizon of 1-2 weeks (max) and not an in depth analysis on its fundamentals. In addition, I reiterate that this write-up is a general one and does not take into account of the reader’s risk profile. It may or may not be suitable to you. 7.2% YTD drop, 2nd worst performer Among the companies listed in Table 1 below, C&O is the 2nd worst performer, […]

Techcomp – A consistent performer

January 26, 2011 el15

Techcomp was covered or at least mentioned in a number of research reports after it posted sterling FY09 results in end Feb 2010. This coincided with an approximate 50% surge in share price from end Feb to early May with volume expansion (Refer to Chart 1). However, investor interest gradually dies down since May with dwindling volume and the reduction in analyst coverage. Chart 1: Techcomp 1 year chart Source: Shareinvestor (25 Jan 11) For investors who are not familiar with Techcomp, it is a manufacturer and distributor of highly advanced scientific instruments, analytical instruments, life science equipment and laboratory […]

Top dividend yielding stocks with mkt cap > S$1B

January 9, 2011 el15

Some of my clients have asked me which blue chips have the highest dividend yields? Thus, I have sourced the data from Bloomberg and did some “slice and dice”. Here is the summarised information as of 7 Jan 11. Short Name Cur Last Price Analyst Consensus Px Chg from consensus TP 52 Wk High 52 Wk Low Adj Mkt Cap (S$m) 2011F PE 2010F Div Yield Potential (cap gain + div yield) China Aviation SGD 1.57 NA NA 1.82 1.08 1,134.8 15.2 1.7% NA Jardine Cycle & SGD 37.26 NA NA 40.30 23.02 13,253.0 11.5 3.5% NA Cerebos Pacific SGD 5.00 […]

If i am sitting on a stock with modest profit (only), when is the best time to sell it?

January 2, 2011 el15

From time to time, I would be invited by Nextinsight, financial website http://www.nextinsight.biz/index.php/story-archive-mainmenu-60/912-2011/3327-just-ask-when-is-the-best-time-to-sell-shares to answer queries from their readers. Here is the latest answer by me to a reader asking about when it is the best to sell a modestly profitable stock. Qn. If I have a modest profit for a stock, what should I do? Which option should I take to maximise my returns? (a) Sell out all the lots (b) Sell out only the profit lots and keep the initial capital lots (c) Sell out only the initial capital lots and keep the profit lots (d) Never sell. […]