Thursday, 2 August 2007

Stock watch list

Now, the Great Stock Sale has arrived. The key thing is to identify the stock which offer best potential in coming years. These are all under my consideration. Once the storm is over and depends on news development, it could just start moving.

Offshore and marine
BH Global - Lighting contractor for rig and vessel. The more vessel they build, more business they get.
Hiap Seng - Niche contractor for mechanical work and gas compressor.
KS Energy - Energy giant in the making
Swiber - Offer EPC services for offshore and marine sector

Properties and hotel
Guthrie GTS - Undervalued property play
Hotel GrandCentral - Bright outlook as room rate is very high now

China
Ching Hongxing - Sports shoe maker who is growing 40%-50% a year
MIDAS - Supplies the aluminium material to build China railway infrastructure
Sino Env - Cleaning up the China polluted environment
China Lifestyle - Undervalued consumer play, which earning could accelerate in coming FY

Big/Mid Cap
Ascott Group - One of the top service resident player in the world
Guoco Land - Property development in Singapore and China. Could package asset into REIT and unlock share holder's value

High risk
CEnersave - Emerging bio mass energy player.
Guangzhao IFB - Owns lots of fast growing tree which is due to harvest in FY08

Others
FJ Benjamin - Local retail player. The upcoming tourism boom and successful RAOUL brand could drive earning in the future
Hongwei - Undervalued fiber player with low valuation and high capacity expansion

Tag:

0 comments: