新加坡海峡时报指数跌幅收窄，因市场抛盘压力减轻；海峡时报指数午盘跌2%，至2780.92点，脱离盘中低点2745.96点。
当地某经纪行交易商称，前市的抛盘主要是迫于追缴保证金压力的抛盘，同时也有些恐慌性抛盘，但人们也普遍意识到目前市场的估值已降至较低水平。
新加坡经济不会陷入衰退，且许多人不愿在目前价位作空。
又称，股指在测试1月22日低点2746点后寻获稳固支撑，这可能对市场提供一定技术性支持。
大盘成交量仍很低；下跌股与上涨股的比例为5比1。
Monday, March 17, 2008
Singapore Hot Stocks-SGX falls on poor earnings expectation
SINGAPORE, March 17 (Reuters) - Shares of bourse operator Singapore Exchange fell as much as 6.02 percent to a near 12-month-low of S$6.39 with 11.4 million shares traded, on expectation of weak earnings, dealers said.
"The higher the trading volume, the higher the revenue for SGX. And since volume is expected to be weak, the market expects them to report weaker earnings. The share price could go lower than S$6," a dealer from a local brokerage said.
0631 GMT - Straits Times Index down 1.23 percent.
"The higher the trading volume, the higher the revenue for SGX. And since volume is expected to be weak, the market expects them to report weaker earnings. The share price could go lower than S$6," a dealer from a local brokerage said.
0631 GMT - Straits Times Index down 1.23 percent.
Datacraft sees no slowdown in tech spending
Datacraft Asia Ltd, Southeast Asia's largest computer data network builder, said on Friday orders remained robust in the current quarter that and it was in acquisition talks with a handful of Asian firms.
"This quarter, the bookings seem to be pretty robust. Looking at all the headlines, concerns about clients slowing down spending -- there's been no evidence of that so far," Chief Executive Bill Padfield told Reuters in an interview.
Datacraft, a unit of South African information technology group Dimension Data, builds and maintains computer networks for banks, telecommunication and technology firms, who are facing slowing global economic growth.
"We're on track to deliver similar-looking growth to Q1, maybe even a little better," Padfield said. Datacraft reported a 51 percent jump in net profit last month to $9.4 million for its fiscal first quarter ended December, and warned of a seasonally slower quarter in the January-March period. It has an order backlog of $202 million.
Padfield said the company was targeting revenue growth of over 20 percent for the fiscal year ending September 2008.
"We had 20-plus percent growth last year, and we would like to sustain that growth level in FY'08."
Datacraft competes with the services units of Hewlett-Packard Co Ltd, International Business Machines Corp and local rivals DMX Technologies Group Ltd and Frontline Technologies Corp.
ACTIVE PIPELINE
The company has a "handful" of acquisition deals in the pipeline and has set aside $30 million for purchases, he said.
"It's a very active pipeline, we're getting into the detailed numbers, we're getting into disclosures. Valuations are getting a bit more reasonable now. If things go well, we will continue to acquire throughout the year," he added.
The potential targets would boost Datacraft's offerings in security, data centre storage and call centres, as well as in the manufacturing and financial services industries.
But risks of a cutback in technology spending due to the U.S. subprime mortgage crisis and high energy prices remain.
"Financial services is one area open to a potential downturn, but I've been talking to my financial services clients in the last two weeks, and I've not seen any material slowdown -- in some cases, it's the opposite," Padfield said.
He said that many companies had set higher growth and profitability targets for their Asian divisions to compensate for the challenges faced by their U.S. operations, and this had underpinned regional technology spending budgets.
Datacraft will continue to add 25-30 new jobs every quarter to cope with firm demand, Padfield said.
"We had 1,410 permanent staff at the end of Q1 and we're going to add up to 100 heads for full year 2008 -- that's the rough guide."
"This quarter, the bookings seem to be pretty robust. Looking at all the headlines, concerns about clients slowing down spending -- there's been no evidence of that so far," Chief Executive Bill Padfield told Reuters in an interview.
Datacraft, a unit of South African information technology group Dimension Data, builds and maintains computer networks for banks, telecommunication and technology firms, who are facing slowing global economic growth.
"We're on track to deliver similar-looking growth to Q1, maybe even a little better," Padfield said. Datacraft reported a 51 percent jump in net profit last month to $9.4 million for its fiscal first quarter ended December, and warned of a seasonally slower quarter in the January-March period. It has an order backlog of $202 million.
Padfield said the company was targeting revenue growth of over 20 percent for the fiscal year ending September 2008.
"We had 20-plus percent growth last year, and we would like to sustain that growth level in FY'08."
Datacraft competes with the services units of Hewlett-Packard Co Ltd, International Business Machines Corp and local rivals DMX Technologies Group Ltd and Frontline Technologies Corp.
ACTIVE PIPELINE
The company has a "handful" of acquisition deals in the pipeline and has set aside $30 million for purchases, he said.
"It's a very active pipeline, we're getting into the detailed numbers, we're getting into disclosures. Valuations are getting a bit more reasonable now. If things go well, we will continue to acquire throughout the year," he added.
The potential targets would boost Datacraft's offerings in security, data centre storage and call centres, as well as in the manufacturing and financial services industries.
But risks of a cutback in technology spending due to the U.S. subprime mortgage crisis and high energy prices remain.
"Financial services is one area open to a potential downturn, but I've been talking to my financial services clients in the last two weeks, and I've not seen any material slowdown -- in some cases, it's the opposite," Padfield said.
He said that many companies had set higher growth and profitability targets for their Asian divisions to compensate for the challenges faced by their U.S. operations, and this had underpinned regional technology spending budgets.
Datacraft will continue to add 25-30 new jobs every quarter to cope with firm demand, Padfield said.
"We had 1,410 permanent staff at the end of Q1 and we're going to add up to 100 heads for full year 2008 -- that's the rough guide."
Sunday, March 16, 2008
长实新地争投油轮码头
【商报专讯】记者林启健报道：位于旧启德机场的邮轮码头项目昨日截标，政府未有公布招标的详细情况。综合市场消息所得，是次招标最少获得两份标书，分别是长江实业(001)和新鸿基地产(016)所组成的财团，预计今年第二季会批标。
招标结果料次季公布
邮轮码头项目昨日中午截标。据记者在现场观察所得，昨日分别有两个财团代表，递交数十箱文件往投标地点，纸箱贴上是次招标编号，故估计至少收到两份标书。据商务及经济发展局表示，碍于财务通告规定，在现阶段不可透露任何关于招标的消息，招标结果预计在第二季公布。
长实属下与CTI合作竞投
长江实业稍后发出新闻稿，证实集团入标竞投该项目。长实表示，该项目由附属公司永邦国际与Ceres Terminals Incorporated (CTI) 合作。CTI将负责营运邮轮码头，CTI营办加拿大温哥华港的加拿大广场，为现时全球最大的邮轮码头，CTI办营其他的港口包括美国的布鲁克林邮轮码头、巴尔的摩港、迈阿密等。
新地信德南丰等合组财团入标
新鸿基地产日前表示，将会伙拍丽星邮轮(678)、卓越金融(727)及南丰合组财团入标竞投。卓越金融发出通告指，与3家房地产发展商及管理人以及一家邮轮营运商之全资附属公司订立股东协议，成立合营公司，就政府所发出有关发展位于九龙前启德机场跑道的邮轮码头之招标通知书筹备及递交标书。若成功竞投，该合营公司将参与码头设施的营运及管理。通告提及增加一家公司参与竞投，记者稍后向新地查询，新地发言人回应说，除了上述公司外，还加入信德集团(242)。
信置恒地九仓无入标
启德邮轮码头项目早于05年共接获6家公司的意向书，包括长实、南丰合组的财团、信和置业(083)、恒基地产(012)、法国宝嘉以及新加坡的Sin-gapore Cruise Centre Private Ltd。信置和恒地昨日表示，没有入标竞投这个项目。而九龙仓(004)亦没有入标参与。
据部分主要招标条款指，投标人士过去3年拥有营运‘母港’、每年上落客量达20万人次的经验。所谓‘母港’即指邮轮的基地，为邮轮提供多方面的服务。按照本港发展商本身所拥有的条件来说，符合上述条款者可说是少之又少，相信发展商需要引入外国的大型邮轮企业。从昨日两个入标财团来说，双方均引入邮轮公司参与，长实引入CTI，新地引入丽星邮轮，可见这不是一个普通的综合地产项目。
邮轮码头设施成本料约24亿
邮轮码头位于前启德机场跑道的政府用地，地盘面积约81.81万方尺，其中码头大楼内可兴建酒店、零售、会议厅、办公室、商店及食肆，其总楼面面积约为53.82万方尺；另设有行李处理区、乘客等候区、海关、出入境及徖生检疫区和其他政府部门办公室。据政府顾问估计，邮轮码头设施成本为24亿元。
Source
海峡时报指数(STI)
Daily View
Weekly View
Point & Figure View
本栏于上周一（3日）曾论及指数将于该周下调，以填补介于3002.53点至2949.54点及介于2945.03点至2926.23点间的缺口。
果然，指数过后骤跌至见报当天的2922.46点，遂将上述两个缺口填补。
7日更下跌至2848.48点，较2月11日的2859.08点来得低，即成了三小波下跌中的c波。
由于跌势甚骤，估计短期回扯当填补介于2875.56点至2917.92点及介于2951.50点至3026.45点间的缺口，过后当朝3500点至3600点的目标前进；除非指数短期内向下跌穿2746.73点，才有可能导致目标下移，这么一来，所造成的破坏就很可观了。
国际游轮终站6月动工建泊位
预计2010年建成的滨海南国际游轮终站（International Cruise Terminal），将在今年6月动工建造泊位，并在今年第三季为搭客大厦和停车场的建筑工程招标。
国际游轮终站将建在滨海岸通道附近，就在滨海南码头旁，靠近“滨海湾金沙”综合度假胜地、滨海堤坝、滨海湾花园及新加坡摩天观景轮等多个重点发展的新基础设施。
新加坡旅游局局长林梁长前天在美国迈阿密参加常年的“海洋贸易游轮运输大会”时，在记者会上透露国际游轮终站的建筑详情。
滨海南国际游轮终站将有两个非常大的泊位，可容纳目前世界最大的游轮，以及未来建成可载多达5400人的巨型游轮。这个新设施加上现有港湾城的新加坡游轮中心（Singapore Cruise Centre）的两个泊位，将显著提高我国处理游轮乘客的能力，协助在2015年取得每年处理160万游轮乘客人次的目标。新加坡游轮中心去年处理的游轮乘客达94万3000人次，
在设施方面，国际游轮终站的泊位有更深的吃水深度，更大的掉头区（turning basin），对船高也没有限制，可容纳总注册吨位高达22万吨位、船身长360公尺，吃水11.5公尺的巨型游轮。
此外，这个终站也将有完善的道路网络同地铁连接，让乘客在20分钟内前往樟宜机场。从国际游轮终站驱车前往新加坡游轮中心也只需10到15分钟的车程。
终站大厦料今年第四季动工
负责工程的裕廊集团将在下个月公布成功标得泊位打桩和建筑工程的承包商，工程随后在6月展开。
终站的大厦建筑设计和工程计划的招标将在近期截止，旅游局将在下个月公布投标结果，大厦预料在今年第四季就能开始动工兴建。
英国海洋航运咨询公司（Ocean Shipping Consultants）预测，亚洲游轮乘客量在2010年将达到154万人次，到了2015年更会增加到202万人次。
林梁长说，新的游轮设施将能协助新加坡抓紧国际和区域增长所带来的机会。他说，目前已有几个世界级游轮公司以新加坡为基地或必到的国家，如皇家加勒比国际（Royal Caribbean International ）、丽星邮轮（Star Cruises）和歌诗达游轮（Costa Cruises）。
此外，新加坡今年也将迎接展开处女航的冠达游轮（Cunard）“维多利亚皇后号”，以及公主游轮（Princess Cruises）、大洋游轮（Oceania Cruises）和荷兰美国游轮（Holland-America Lines）等公司的游轮。
Source
国际游轮终站将建在滨海岸通道附近，就在滨海南码头旁，靠近“滨海湾金沙”综合度假胜地、滨海堤坝、滨海湾花园及新加坡摩天观景轮等多个重点发展的新基础设施。
新加坡旅游局局长林梁长前天在美国迈阿密参加常年的“海洋贸易游轮运输大会”时，在记者会上透露国际游轮终站的建筑详情。
滨海南国际游轮终站将有两个非常大的泊位，可容纳目前世界最大的游轮，以及未来建成可载多达5400人的巨型游轮。这个新设施加上现有港湾城的新加坡游轮中心（Singapore Cruise Centre）的两个泊位，将显著提高我国处理游轮乘客的能力，协助在2015年取得每年处理160万游轮乘客人次的目标。新加坡游轮中心去年处理的游轮乘客达94万3000人次，
在设施方面，国际游轮终站的泊位有更深的吃水深度，更大的掉头区（turning basin），对船高也没有限制，可容纳总注册吨位高达22万吨位、船身长360公尺，吃水11.5公尺的巨型游轮。
此外，这个终站也将有完善的道路网络同地铁连接，让乘客在20分钟内前往樟宜机场。从国际游轮终站驱车前往新加坡游轮中心也只需10到15分钟的车程。
终站大厦料今年第四季动工
负责工程的裕廊集团将在下个月公布成功标得泊位打桩和建筑工程的承包商，工程随后在6月展开。
终站的大厦建筑设计和工程计划的招标将在近期截止，旅游局将在下个月公布投标结果，大厦预料在今年第四季就能开始动工兴建。
英国海洋航运咨询公司（Ocean Shipping Consultants）预测，亚洲游轮乘客量在2010年将达到154万人次，到了2015年更会增加到202万人次。
林梁长说，新的游轮设施将能协助新加坡抓紧国际和区域增长所带来的机会。他说，目前已有几个世界级游轮公司以新加坡为基地或必到的国家，如皇家加勒比国际（Royal Caribbean International ）、丽星邮轮（Star Cruises）和歌诗达游轮（Costa Cruises）。
此外，新加坡今年也将迎接展开处女航的冠达游轮（Cunard）“维多利亚皇后号”，以及公主游轮（Princess Cruises）、大洋游轮（Oceania Cruises）和荷兰美国游轮（Holland-America Lines）等公司的游轮。
Source
Double capacity for Singapore's new cruise centre
SINGAPORE is to double its cruise handling capacity with a new terminal equipped to handle the largest passenger vessels in the world set for completion in 2010. The Singapore Tourist Board released details yesterday of the long awaited new cruise terminal at Marina South as the existing Singapore Cruise Centre struggles with size and capacity constraints.
A two-berth facility will be built at Marina South and has the capacity to handle ships carrying up to 5,500 passengers, and up to 220,000 gt and 360 metres in length. Unlike the existing Singapore Cruise Centre, there will be no height or turning circle restrictions.
The size of investment in the new terminal due to be ready in 2010 was not revealed. STB said that in the third quarter of the year, it would be appointing an operator for the new terminal. An STB spokeswoman said that the operator would most likely be chosen through a tender although details were yet to be decided. She confirmed that the operator will be chosen from a number of potential candidates.
The present terminal is operated by state-owned Singapore Cruise Centre. Malaysian owned Star Cruises has shown interest in the past of operating a second cruise terminal in Singapore, and was reported to have included a terminal in a joint bid with parent Genting for its bid for the Marina Bay integrated resort and casino eventually awarded to Vegas Sands.
Star Cruises dominates the cruising market out of Singapore. Height and turning circle restrictions at the current terminal mean that any of the largest ships calling in Singapore are forced to call at container terminals due to these limitations.
The current terminal is also facing congestion issues at peak times such as the weekend and the situation has grown serious enough that last year the Maritime & Port Authority of Singapore agreed to put in place a contingency plan to berth cruise ships at anchorages as use tenders to bring the passengers to and from the shore.
Last year the cruise centre reported a passenger throughput of 943,000, up 10% year-on-year, and Singapore is targeting a passenger throughput of 1.6m by 2015.
Source
A two-berth facility will be built at Marina South and has the capacity to handle ships carrying up to 5,500 passengers, and up to 220,000 gt and 360 metres in length. Unlike the existing Singapore Cruise Centre, there will be no height or turning circle restrictions.
The size of investment in the new terminal due to be ready in 2010 was not revealed. STB said that in the third quarter of the year, it would be appointing an operator for the new terminal. An STB spokeswoman said that the operator would most likely be chosen through a tender although details were yet to be decided. She confirmed that the operator will be chosen from a number of potential candidates.
The present terminal is operated by state-owned Singapore Cruise Centre. Malaysian owned Star Cruises has shown interest in the past of operating a second cruise terminal in Singapore, and was reported to have included a terminal in a joint bid with parent Genting for its bid for the Marina Bay integrated resort and casino eventually awarded to Vegas Sands.
Star Cruises dominates the cruising market out of Singapore. Height and turning circle restrictions at the current terminal mean that any of the largest ships calling in Singapore are forced to call at container terminals due to these limitations.
The current terminal is also facing congestion issues at peak times such as the weekend and the situation has grown serious enough that last year the Maritime & Port Authority of Singapore agreed to put in place a contingency plan to berth cruise ships at anchorages as use tenders to bring the passengers to and from the shore.
Last year the cruise centre reported a passenger throughput of 943,000, up 10% year-on-year, and Singapore is targeting a passenger throughput of 1.6m by 2015.
Source
Saturday, March 15, 2008
新加坡股市收盘走高，受逢低买盘提振；市场仍显谨慎
新加坡股市周五收盘走高，受逢低买盘提振；投资者未理会来自地区主要股市及美国股指期货的负面指引。
Westcomb Securities在一份研究报告中称，虽然公司认为美国经济已步入衰退，但预计新加坡经济不会出现衰退，因此，公司相信新加坡股市可能已经接近底部。
海峡时报指数涨33.46点，至2839.01点，涨幅1.2%。30只成份股中有25只走高。
大盘有305只股票上涨，有266只股票下跌。
但市场整体基调仍显谨慎，成交量仅为13亿股。
Westcomb Securities称，由于投资者情绪将继续受到近期发生的各种事件影响，因此市场可能仍将保持振荡走势。
Westcomb Securities在一份研究报告中称，虽然公司认为美国经济已步入衰退，但预计新加坡经济不会出现衰退，因此，公司相信新加坡股市可能已经接近底部。
海峡时报指数涨33.46点，至2839.01点，涨幅1.2%。30只成份股中有25只走高。
大盘有305只股票上涨，有266只股票下跌。
但市场整体基调仍显谨慎，成交量仅为13亿股。
Westcomb Securities称，由于投资者情绪将继续受到近期发生的各种事件影响，因此市场可能仍将保持振荡走势。
Friday, March 14, 2008
Genting plans to start online gaming in Alderney
KUALA LUMPUR, March 13 (Reuters) - Genting International said on Thursday it plans to start gaming business in the second quarter of 2008 in Alderney British Channel Islands.
It said in a statement that it has received approvals from authorities in Alderney and the regulatory approval from the Singapore Exchange.
(Reporting by Saeed Azhar; Editing by Jalil Hamid) ((saeed.azhar@reuters.com; Reuters Messaging: saeed.azhar.reuters.com@reuters.net; +65 6403-5664))
It said in a statement that it has received approvals from authorities in Alderney and the regulatory approval from the Singapore Exchange.
(Reporting by Saeed Azhar; Editing by Jalil Hamid) ((saeed.azhar@reuters.com; Reuters Messaging: saeed.azhar.reuters.com@reuters.net; +65 6403-5664))
Singapore Hot Stocks-First Resources soars on Indonesia decison
SINGAPORE, March 14 (Reuters) - Shares of Indonesian palm oil producer First Resources soared as much as 23.2 percent to S$1.17 with almost 14 million traded, after Indonesia's anti-graft body said it will not auction off three of the firm's assets in relation to a case involving one of its founders.
First Resources said in a statement on Friday that the financial penalty imposed on Martias as a result of a court case has been fully paid.
The Indonesian anti-graft body then withdrew its intention to auction off properties it deemed relating to Martias, who goes by a single name.
Last Friday, the firm's share price tumbled to a record low, after it confirmed news of the anti-graft body's intentions.
0125 GMT - Straits Times Index up 1.48 percent.
First Resources said in a statement on Friday that the financial penalty imposed on Martias as a result of a court case has been fully paid.
The Indonesian anti-graft body then withdrew its intention to auction off properties it deemed relating to Martias, who goes by a single name.
Last Friday, the firm's share price tumbled to a record low, after it confirmed news of the anti-graft body's intentions.
0125 GMT - Straits Times Index up 1.48 percent.
Genting International gets online gaming licence from Alderney commission
PETALING JAYA: Genting International PLC announced yesterday it has received an online gaming licence from the Alderney Gambling Control Commission (AGCC) in the British Channel Islands.
The licence was received via wholly owned unit Genting Stanley Alderney Ltd (GSAL).
The permission to go live was still subject to AGCC's approval of the Internal Control System and the Gambling Equipment, it said in a statement.
The company said GSAL anticipated its online gaming business would commence in “the later part of the second quarter of 2008”.
On Jan 3, Genting International said it had secured approval from the Singapore Exchange Securities Trading Ltd for the conduct of gaming operations including online gaming in Alderney, British Channel Islands and/or Britain.
Further details will be made available in due course.
The receipt of the online gaming licence and anticipated commencement of the online gaming business were not expected to have any material impact on the consolidated net tangible assets and earnings per share of Genting International for the financial year ending Dec 31, 2008, the statement added.
Source
The licence was received via wholly owned unit Genting Stanley Alderney Ltd (GSAL).
The permission to go live was still subject to AGCC's approval of the Internal Control System and the Gambling Equipment, it said in a statement.
The company said GSAL anticipated its online gaming business would commence in “the later part of the second quarter of 2008”.
On Jan 3, Genting International said it had secured approval from the Singapore Exchange Securities Trading Ltd for the conduct of gaming operations including online gaming in Alderney, British Channel Islands and/or Britain.
Further details will be made available in due course.
The receipt of the online gaming licence and anticipated commencement of the online gaming business were not expected to have any material impact on the consolidated net tangible assets and earnings per share of Genting International for the financial year ending Dec 31, 2008, the statement added.
Source
Thursday, March 13, 2008
Delays in IRCs seen benefiting Resorts World
RESORTS World Bhd, which continued to buy back its shares, has outperformed the Kuala Lumpur Composite Index (KLCI), easing only 16% against KLCI’s 18.8% drop year-to-date, said Aseambankers Research.
The research house has maintained its buy recommendation on the stock but is reviewing the target price of RM3.70 for a possible upgrade, “particularly if an overseas merger and acquisition opportunity arises”.
“We understand that the entry costs to the present regional greenfield and M&A opportunities in the gaming industry may be too lofty. Nevertheless, armed with a cash hoard of RM3.05 billion and annual operating cash flows of more than RM1.1 billion, Resorts World would eventually have a strong bargaining power in this environment of sliding global asset prices,” it said in a research note.
Aseambankers has raised its 2008 and 2009 forecasts on Resort World’s net income by 6.8% and 16.4%, respectively, on assumption of better yield management and respite from neighbouring competitors, Las Vegas Sands and Genting International in Singapore.
It said construction of their integrated resorts and casinos (IRC) continued to be hampered by rain, which has affected its schedule to commence business ahead of its 1Q2010 target.
Upon commencement of the two IRCs, Resorts World’s premium segment, which accounts for 30% of its revenue could be affected and consequently its earnings could be wiped out by 15% to 20%, said Aseambankers.
Aseambankers has also forecast that Resorts World’s gaming revenue would grow 6.1% and 1% in 2008 and 2009. The slowing momentum reflected cautious sentiment at both the grind and high roller segments amid the present global financial turmoil as well as the end of the 20-month Visit Malaysia Year (VMY) campaign, it said.
“Our forecast impute a gradual slowdown in the gaming revenue per head through 1H09. Next year’s pedestrian growth reflects a slight decline in estimated footfall at the casino of 3% (from 2007’s 6% to 7%), in the absence of the VMY campaign.”
It added that Resorts World’s upside could be capped by potential fears of a gaming duty hike, as the government may need to enhance tax receipts.
新加坡股市收盘下跌，受美元疲软以及Carlyle Capital消息拖累
新加坡股市周四收盘下跌，受亚洲股市整体疲软拖累，因投资者们对美元的下滑感到不安，同时也受贷款银行将冻结美国私人资本运营公司Carlyle Capital Corp. (CCC.AE)资产的消息影响。
海峡时报指数跌110.48点，至2807.46点，跌幅3.8%。
该指数30只成份股中有28只走低；大盘下跌股为590只，上涨股仅有178只。
市场成交量持平于16亿股。
亚洲股市今日受到了美元下滑的严重影响，美元兑日圆周四跌至1995年以来的最低点。
同时挫伤市场人气的还有美国股指期货的疲软；由于有消息称，在各方就稳定Carlyle Capital财务状况的协商未果之后，Carlyle Capital的资产可能会被贷款银行冻结，该消息导致美国股指期货走低。
一位交易员称，新加坡股市周五开盘或将继续下挫。
海峡时报指数跌110.48点，至2807.46点，跌幅3.8%。
该指数30只成份股中有28只走低；大盘下跌股为590只，上涨股仅有178只。
市场成交量持平于16亿股。
亚洲股市今日受到了美元下滑的严重影响，美元兑日圆周四跌至1995年以来的最低点。
同时挫伤市场人气的还有美国股指期货的疲软；由于有消息称，在各方就稳定Carlyle Capital财务状况的协商未果之后，Carlyle Capital的资产可能会被贷款银行冻结，该消息导致美国股指期货走低。
一位交易员称，新加坡股市周五开盘或将继续下挫。
Wednesday, March 12, 2008
Singapore's KSH wins $87 mln Sentosa condo project
SINGAPORE, March 12 (Reuters) - Construction firm KSH Holdings said on Wednesday that it has won a S$121 million ($87 million) contract to build a luxury condominium project on Singapore's Sentosa island.
The contract, awarded by joint venture developers Ho Bee and IOI Land, brings KSH's existing order book to over S$614 million, the company said in a statement.
KSH managing director Choo Chee Onn told Reuters in an interview last month that the firm is aiming to get S$350-S$400 million worth of contracts this year, lower than in 2007 as a construction boom cools amid fears of an economic downturn.
Chua Ma Yu selling off his entire stake in Star Cruises
KUALA LUMPUR: Datuk Chua Ma Yu has sold off his entire 14.02% interest in Star Cruises Ltd (SCL), just eight months after he acquired the stake. Sources said the ex-stock broker sold the 1.01 billion shares in the cruise ship operator for 23.5 US cents (77 sen) each yesterday.
The buyer is believed to be Golden Hope Ltd, a company related to the Lim family, who is the major shareholder of Genting Bhd.
Chua, through his privately owned CMY Capital (L) Ltd paid a total of HK2.64 billion or HK2.62 (RM1.08) per share for the stake which he bought from Resorts World Bhd.
At that time the stock was about 33 US cents. Considering that he is disposing his block at 23.5 US cents per share, it would translate to about a total of HK1.8 billion. This means Chua suffers losses of some HK800 million within a space of eight months.
SCL was heavily traded on the Singapore’s stock exchange yesterday, surpassing the 1 billion mark. It touched a day high of US$0.225 and a day low of US$0.215.
Chua’s disposal comes as a surprise as he had stated that he was purchasing a block in the company based on its cheap valuations, that SCL has international exposure and is at the low end of the cycle.
The sale was viewed well for Resorts World as it no longer was required to equity account the volatile earnings of the SCL group. After the disposal of 14.02% in Star Cruises, Resorts World still had about 19.89% in the cruise operator.
When Resorts World announced the acquisition on July 13, many people were puzzled by Chua’s move. Many were questioning why an investor like him would pay in excess of RM1 billion for a minority stake in a cruise operator that was heavily in debt and was facing increasing operating costs?
Chua had told The Edge then that he was a contrarian and picks stocks that are shunned by others. `When they become popular, they will be fully valued. I don’t follow the herd, ‘ he had said.
In January this year, it appeared that Chua had played his cards right. Just months after he paid RM1.17 billion for the stake, SCL’s wholly-owned subsidiary NCL Corp Ltd, which is its Achilles heel, found a new shareholder in Apollo Management LP. Apollo’s entry saw the capital infusion of US$1 billion (about RM3.3 billion) into NCL Corp and reduced the burden shouldered by SCL of managing the Norway-based luxury cruise line.
The question now is why sell just eight months after acquiring a block and that too at a loss?
Source
The buyer is believed to be Golden Hope Ltd, a company related to the Lim family, who is the major shareholder of Genting Bhd.
Chua, through his privately owned CMY Capital (L) Ltd paid a total of HK2.64 billion or HK2.62 (RM1.08) per share for the stake which he bought from Resorts World Bhd.
At that time the stock was about 33 US cents. Considering that he is disposing his block at 23.5 US cents per share, it would translate to about a total of HK1.8 billion. This means Chua suffers losses of some HK800 million within a space of eight months.
SCL was heavily traded on the Singapore’s stock exchange yesterday, surpassing the 1 billion mark. It touched a day high of US$0.225 and a day low of US$0.215.
Chua’s disposal comes as a surprise as he had stated that he was purchasing a block in the company based on its cheap valuations, that SCL has international exposure and is at the low end of the cycle.
The sale was viewed well for Resorts World as it no longer was required to equity account the volatile earnings of the SCL group. After the disposal of 14.02% in Star Cruises, Resorts World still had about 19.89% in the cruise operator.
When Resorts World announced the acquisition on July 13, many people were puzzled by Chua’s move. Many were questioning why an investor like him would pay in excess of RM1 billion for a minority stake in a cruise operator that was heavily in debt and was facing increasing operating costs?
Chua had told The Edge then that he was a contrarian and picks stocks that are shunned by others. `When they become popular, they will be fully valued. I don’t follow the herd, ‘ he had said.
In January this year, it appeared that Chua had played his cards right. Just months after he paid RM1.17 billion for the stake, SCL’s wholly-owned subsidiary NCL Corp Ltd, which is its Achilles heel, found a new shareholder in Apollo Management LP. Apollo’s entry saw the capital infusion of US$1 billion (about RM3.3 billion) into NCL Corp and reduced the burden shouldered by SCL of managing the Norway-based luxury cruise line.
The question now is why sell just eight months after acquiring a block and that too at a loss?
Source
蔡傌友脱售 丽星邮轮所有股权
（吉隆坡讯）消息人士透露，商人蔡傌友已经完全脱售手上14.02％的丽星邮轮(Star Cruise)股权，而买家相信是由林梧桐家族控制的金希望(Golden Hope)。
蔡傌友可能因此蒙受8亿港元（1亿6000万新元）的亏损，市场人士纷纷揣测他脱售股票背后的动机。
根据《The Edge》报道，蔡傌友以每股0.235美元的价格，脱售10亿股丽星邮轮股票给金希望。
在八个月前，蔡傌友通过CMY Capital私人有限公司以总值26亿港元或每股2.62港元，从名胜世界(Resort)手中买下丽星邮轮的股权。
当时，丽星邮轮股价报0.33美元。假设他以每股0.235美元脱售，意味着他在八个月内蒙受约8亿港元的亏损，蔡傌友的脱售计划令市场吃惊，因为他曾经说过这项收购价是廉宜的。
丽星邮轮前天在新加坡股票交易所的交投炽热，成交量超过10亿股，是最热门的股票。不过，昨天的成交量已恢复到正常水平，有425万股转手。
去年7月，当名胜世界宣布蔡傌友收购丽星邮轮股权时，市场都在猜测他收购的动机，因为他以超过市价10亿令吉收购一家欠债累累及营运成本逐渐增加的公司，动机令人费解。
几天后当名胜世界股价从3.82令吉飙升到4.52令吉的时候，人们不禁恍然大悟。原来让丽星邮轮脱离名胜世界之后，后者的股价就可以在一个星期之内大涨18％。市面盛传在宣布收购丽星邮轮之前，蔡傌友一直在大量累积名胜世界，因此，单单是名胜世界的股价涨幅，就已经使他大赚一笔。
Source
蔡傌友可能因此蒙受8亿港元（1亿6000万新元）的亏损，市场人士纷纷揣测他脱售股票背后的动机。
根据《The Edge》报道，蔡傌友以每股0.235美元的价格，脱售10亿股丽星邮轮股票给金希望。
在八个月前，蔡傌友通过CMY Capital私人有限公司以总值26亿港元或每股2.62港元，从名胜世界(Resort)手中买下丽星邮轮的股权。
当时，丽星邮轮股价报0.33美元。假设他以每股0.235美元脱售，意味着他在八个月内蒙受约8亿港元的亏损，蔡傌友的脱售计划令市场吃惊，因为他曾经说过这项收购价是廉宜的。
丽星邮轮前天在新加坡股票交易所的交投炽热，成交量超过10亿股，是最热门的股票。不过，昨天的成交量已恢复到正常水平，有425万股转手。
去年7月，当名胜世界宣布蔡傌友收购丽星邮轮股权时，市场都在猜测他收购的动机，因为他以超过市价10亿令吉收购一家欠债累累及营运成本逐渐增加的公司，动机令人费解。
几天后当名胜世界股价从3.82令吉飙升到4.52令吉的时候，人们不禁恍然大悟。原来让丽星邮轮脱离名胜世界之后，后者的股价就可以在一个星期之内大涨18％。市面盛传在宣布收购丽星邮轮之前，蔡傌友一直在大量累积名胜世界，因此，单单是名胜世界的股价涨幅，就已经使他大赚一笔。
Source
Tuesday, March 11, 2008
Star Cruises
Star Cruises, the Malaysian cruise liner company listed in Singapore and Hong Kong, was the most actively traded stock. Traders said 1 billion shares were sold in a 'married deal,' in which shares are transferred between the parties concerned at an agreed price. Star Cruises was steady at 22 US cents with 1.01 billion shares traded.
(1 US dollar = 1.38 Singapore dollars)
Source
(1 US dollar = 1.38 Singapore dollars)
Source
新加坡股市收盘走低，受美国经济前景拖累；可能出现逢低买盘
新加坡股市周一继续走低，此前亚洲大部分股市均出现下滑，因为有更多的迹象显示美国经济面临衰退；但交易员们称，股市跌势不大可能在整周延续。一位交易员称，本周开局不利，但随着股市下跌吸引投资者逢低买进，局面或许会有所好转。
海峡时报指数收盘跌29.69点，至2836.59点，跌幅1%。在30只成份股中，有25只股票下跌；大盘有529只股票下跌，170只股票上涨。交投依然淡静，成交量为13亿股。
海峡时报指数收盘跌29.69点，至2836.59点，跌幅1%。在30只成份股中，有25只股票下跌；大盘有529只股票下跌，170只股票上涨。交投依然淡静，成交量为13亿股。
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