Friday, August 29, 2014
Follow up *********************** Thai Beverage: Back to consolidation in wait of more Direction....... price 0.68 - (BREAKOUT SEEN INDEED - PRICE 0.71)
Clients were informed upon the BREAKOUT OF 0.65 and then again to Accumulate AGAIN when it was consolidating after……. Some have already taken profit.
What about you ?
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Sent: Wednesday, August 20, 2014 9:04 AM
Subject: Follow up *********************** Thai Beverage: Potential Breakout: 0.65 resistance KEY... NOW 0.655
Subject: Follow up *********************** Thai Beverage: Potential Breakout: 0.65 resistance KEY... NOW 0.655
Seems to have BROKE above the Critical 0.65 resistance level as mentioned yesterday. Support would remain at this level now currently. As long as this holds, we are short term bullish with target at 0.70 then 0.75. More confirmation when even sellers at 0.66 gets taken out quickly !!!
Sent: Tuesday, August 19, 2014 11:37 AM
Subject: Follow up *********************** Thai Beverage: Potential Breakout: 0.65 resistance KEY... NOW 0.645
Subject: Follow up *********************** Thai Beverage: Potential Breakout: 0.65 resistance KEY... NOW 0.645
Raise stop loss to 0.64 for long positions on the break above 0.65. A break above this can pave the way to 0.700 fast. Note that it has been supported above the channel support line since Dec last year and uptrend still very much intact. Would have to clear this hurdle for more the next phase of upside. J
Thursday, August 28, 2014
Follow UP ******************** A SERIES OF Global Logistic BUY CALLS - Resistance at 2.88 key..... price 2.86 (Price NOW 2.91)
Can it stay above 2.90 now ? Were you informed of the Upside Potential along the way Since July ?
Sent: Tuesday, August 05, 2014 9:16 AM
Subject: Follow UP *********************Bullish Setup: Global Logistic - More upside above 2.80... price 2.82
Subject: Follow UP *********************Bullish Setup: Global Logistic - More upside above 2.80... price 2.82
Seems to be supported above 2.78 to 2.80 level for now. Can consider accumulating above these levels for more upside to 2.86 then 3.00. Uptrend looks intact with 20 DAY MA line pointing upwards strongly. A break above 2.86 would be a further positive. MACD trending upwards gradually at the moment which shows some strength but market weakness may lead it to dip a little before any upside retracement. Raise stop loss to 2.77 now.
Sent: Tuesday, July 29, 2014 3:24 PM
Subject: Follow UP *********************Bullish Setup: Global Logistic - More upside above 2.80...
Subject: Follow UP *********************Bullish Setup: Global Logistic - More upside above 2.80...
Has reached 1st target at 2.80, more upside if can manage above this now, to 2.86 then 3.00. Raise stop loss to 2.78 on clear break above this resistance. J
Sent: Wednesday, July 16, 2014 11:01 AM
Subject: *********************Bullish Setup: Global Logistic - Broke temp resistance..... price 2.74
Subject: *********************Bullish Setup: Global Logistic - Broke temp resistance..... price 2.74
Entry: 2.73 to 2.75 (On clearing of sellers at 2.75)
Target: 2.80, 2.86, 3.00
Stop loss: 2.69
Reason: Has cleared above 2.73 resistance on Top 20 volume currently today after more than a month of consolidation. MORE Upside confirmation needed on the clearing of 2.75 sellers too. A potential rebound stock to ride back up to 3.00.
14 July 2014
#GLP: In early Jul, BNP initiated coverage on GLP at BUY with TP $3.22, in view of the industry’s long-term demand needs in China and GLP’s company-specific competitive advantages.
GLP’s NAV is 52.5% in China, 23.4% in Japan, 5.1% in Brazil and 19.0% in cash.
In China, warehouses have become increasing attractive investments, drawing new entrants. Long-term demand for modern logistics warehouse facilities in China is set to grow due to expansion of retail and growth of e-commerce. Meanwhile, obtaining new land supply is increasingly hard due to ongoing land reforms.
BNP believes GLP is a cut above the rest for three reasons: i) its market leadership position in all three markets, ii) management experience and insight, and iii) good track record.
In particular, its market leadership allows it to enjoy high lease ratios of 91%, 99% and 96% in China, Japan and Brazil. The company has enviable access to land, funding and tenant base – all the factors needed to maintain its leadership.
Financially the company is expected to see revenue CAGR growth >20% over FY15-17.Gearing and cost of debt are low, and the company conservatively adds new projects alongside changes in demand.
Today Barclays also initiates on GLP at Overweight with TP $3.46
GLP’s NAV is 52.5% in China, 23.4% in Japan, 5.1% in Brazil and 19.0% in cash.
In China, warehouses have become increasing attractive investments, drawing new entrants. Long-term demand for modern logistics warehouse facilities in China is set to grow due to expansion of retail and growth of e-commerce. Meanwhile, obtaining new land supply is increasingly hard due to ongoing land reforms.
BNP believes GLP is a cut above the rest for three reasons: i) its market leadership position in all three markets, ii) management experience and insight, and iii) good track record.
In particular, its market leadership allows it to enjoy high lease ratios of 91%, 99% and 96% in China, Japan and Brazil. The company has enviable access to land, funding and tenant base – all the factors needed to maintain its leadership.
Financially the company is expected to see revenue CAGR growth >20% over FY15-17.Gearing and cost of debt are low, and the company conservatively adds new projects alongside changes in demand.
Today Barclays also initiates on GLP at Overweight with TP $3.46
7 July 2014
#Strategy: On a broader strategy report by Macquarie, house still sees opportunities in cyclical sectors that have lagged as well as in the domestic Land Transport sector, benefitting from major policy changes.
Top picks are Noble, Keppel, UOB, GLP and ComfortDelgro and SMRT, with strong catalysts over the next 6-12 months.
Noble's broad based exposure allows it to benefit from economic recovery outside of Asia, and we think the value accretion from its agri business stake sale in 3Q/4Q14 is underappreciated by the market.
Keppel has lagged the recent action in oil price. We see oil as 'stronger for longer', and KEP should catch up. The record order book is growing and being processed in established yards, providing strong visibility.
GLP is a play on China's healthiest macro trends: Retail and Ecommerce. We expect development starts to accelerate and for the benefits of recent partnerships to become more evident.
Top picks are Noble, Keppel, UOB, GLP and ComfortDelgro and SMRT, with strong catalysts over the next 6-12 months.
Noble's broad based exposure allows it to benefit from economic recovery outside of Asia, and we think the value accretion from its agri business stake sale in 3Q/4Q14 is underappreciated by the market.
Keppel has lagged the recent action in oil price. We see oil as 'stronger for longer', and KEP should catch up. The record order book is growing and being processed in established yards, providing strong visibility.
GLP is a play on China's healthiest macro trends: Retail and Ecommerce. We expect development starts to accelerate and for the benefits of recent partnerships to become more evident.
Wednesday, August 27, 2014
Tuesday, August 26, 2014
Follow UP ******************** Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.153
Sincap HAS BROKE above the 0.150 resistance today as mentioned previously. Can consider averaging up to further ride the Upside. Raise stop loss to 0.148 now J
See below for the series of Emails to clients to Notify them of the POTENTIAL !
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Sent: Tuesday, August 19, 2014 12:11 PM
Subject: Follow UP ******************** Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.146
Subject: Follow UP ******************** Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.146
Seems like it is heading towards our target at 0.150, may consolidate from 0.140 to 0.150 first before more upside. Raise stop loss to 0.147 on a break above 0.150 convincingly. J Still can consider adding to long position if support above 0.150 on breakout, look at the upside gap it can fill. Strict stop loss though
Sent: Wednesday, August 13, 2014 9:28 AM
Subject: Follow UP ******************** Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.130..... Potential breakout seen....
Subject: Follow UP ******************** Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.130..... Potential breakout seen....
Have broke above the 0.130 resistance level convincingly today on Strong volume….. May find a support at 0.135 now before more upside…. Price 0.138 now !!! J May start to trade towards 0.150 as mentioned yesterday if supported above 0.140 now. Raise stop loss if that happens
Sent: Tuesday, August 12, 2014 11:15 AM
Subject: ********************* Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.130..... Potential breakout seen....
Subject: ********************* Bullish Setup: Sincap - Bullish Ascending Triangle pattern spotted..... price 0.130..... Potential breakout seen....
Sincap has formed a Ascending triangle pattern with higher lows since Dec last year and a clear resistance at 0.130. Currently testing this resistance again. Any breakout above it clearly can be a key positive and lead to a new upward phase to 0.140 – 0.150 targets. Stochastic and RSI indicators reversing upwards strongly along with yesterday and today’s price action. Any clearing of sellers at 0.132 to 0.133 can be a further confirmations. Can consider long positions with stop loss at 0.127 if that happens.
Monday, August 25, 2014
Friday, August 22, 2014
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