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: singapore stock sgx stock offshore marine
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