新加坡股市周三收盘持平，虽然油价飙升打击蓝筹股，但海上石油勘探和生产设备类股的涨势支撑了大盘。
新加坡海峡时报指数收盘下跌2.98点，至3196.90点，跌幅0.1%，之前早盘曾下挫1.4%至盘中低点3153.75点。
该股指30只成分股中有15只收盘走低，大盘有319只股票上涨，299只股票下挫。
市场成交量为22亿股，周二为19亿股。
海上钻探设备制造商吉宝企业(Keppel Corp.)和胜科海事集团(SembCorp Marine Ltd., S51.SG)逆市上扬。
胜科海事涨2.6%，至4.41新元；吉宝企业收盘涨1.9%，至11.86新元。
Wednesday, May 21, 2008
Tuesday, May 20, 2008
新加坡股市收盘走低，抹去早盘涨幅；受投资者获利回吐影响
新加坡股市周二收盘下跌，抹去早盘涨幅，原因是前夜原油期货价格收于每桶127美元上方，引发通货膨胀担忧，促使投资者选择获利回吐。
交易员称，市场短期内或将进一步下跌。
新加坡海峡时报指数收盘下跌41.61点，至3199.88点，跌幅1.3%；早盘涨0.4%。
30只成份股中有21只下跌。
大盘共有385只股票下跌，268只股票上涨。
今日市场约有19亿股股票成交，上周五成交量为16亿股股票。
周一市场因卫塞节(Vesak)休市。
交易员称，市场短期内或将进一步下跌。
新加坡海峡时报指数收盘下跌41.61点，至3199.88点，跌幅1.3%；早盘涨0.4%。
30只成份股中有21只下跌。
大盘共有385只股票下跌，268只股票上涨。
今日市场约有19亿股股票成交，上周五成交量为16亿股股票。
周一市场因卫塞节(Vesak)休市。
Rank Group says Guoco raises stake in company to 11.24 percent UPDATE
LONDON (Thomson Financial) - Asia-based Guoco Group has again upped its stake in UK casino and bingo company Rank Group Plc., according to a filing to the stock exchange.
Guoco now holds about 43.9 million shares, representing 11.24 percent of the total voting rights.
Guoco has been gradually increasing its stake in Rank since the beginning of 2008, holding some 4 percent in January and 10 percent last month.
Rank has been subject to takeover speculation since Malaysian gaming group Genting purchased a 9.38 pct shareholding last year, subsequently boosting it to around 11 pct, although Genting has since ruled itself out of making a bid.
The Richardson family, which owns a property development and haulage empire, are also thought to have amassed a stake in Rank via contracts for difference.
Source
Guoco now holds about 43.9 million shares, representing 11.24 percent of the total voting rights.
Guoco has been gradually increasing its stake in Rank since the beginning of 2008, holding some 4 percent in January and 10 percent last month.
Rank has been subject to takeover speculation since Malaysian gaming group Genting purchased a 9.38 pct shareholding last year, subsequently boosting it to around 11 pct, although Genting has since ruled itself out of making a bid.
The Richardson family, which owns a property development and haulage empire, are also thought to have amassed a stake in Rank via contracts for difference.
Source
Singapore Hot Stocks-Jade soars to 7-wk high on fund raising
The commodities and engineering services firm, which is being probed by authorities after a failed takeover bid, said late on Friday that it had raised S$9.63 million ($7.02 million) -
SINGAPORE, May 20 - Jade Technologies surged 69 percent to a seven-week high of S$0.135 with a hefty 239 million shares traded after the firm raised funds from a share offering for a coal mining project in Indonesia.
The commodities and engineering services firm, which is being probed by authorities after a failed takeover bid, said late on Friday that it had raised S$9.63 million ($7.02 million) from a private share placement.
It said it will use S$5.4 million for its coal mining project in Indonesia and the rest as working capital.
Shares in Jade Tech fell 70 percent on April 7 after the company's former president Anthony Soh failed to take the firm private because he did not have enough funds to continue with the takeover.
Several regulatory authorities such as the Monetary Authority of Singapore and the Accounting and Corporate Regulatory Authority are looking into the failed S$117 million takeover.
0755 GMT - Straits Times Index was down 1.46 percent.
RIG-MAKERS, OIL SERVICES UP ON HIGH CRUDE
Rig-makers such as Sembcorp Marine and oil services firms like KS Energy rose as crude oil futures stayed over $127 a barrel on Tuesday.
Sembcorp Marine, the world's second-largest offshore rig-builder, jumped as much as 4.5 percent to S$4.40 with over 5.6 million shares traded. Top rig builder Keppel Corp rose as much as 2.4 percent to S$12.08 with more than 2.6 million changing hands.
Chinese shipbuilder and offshore rig-maker Cosco Corp 3.9 percent to S$3.70 with about 11 million shares traded.
Oil held above $127 on Tuesday, near Friday's record, after OPEC's president insisted the cartel would not increase output at its next meeting in September. [O/R]
KS Energy climbed as high as 4.5 percent to S$2.10 with over 2.5 million shares traded while rival Ezra Holdings rose as much as 3.4 percent to S$2.77.
"With concerns on supply mounting, demand likely to hold up through Q2 2008, the prospects of the U.S. hurricane season -- all suggest that barring regulatory intervention, oil prices should remain high," Credit Suisse analysts said in a research note.
Credit Suisse analysts have upgraded their oil price forecast up 22-53 percent between 2008-2012.
0259 GMT - Straits Times Index <.FTSTI> was down 0.71 percent.
STX RISES AFTER BALTIC INDEX HITS NEW HIGH
South Korean shipping firm STX Pan Ocean rose as much as 7.8 percent to a seven-month high after Baltic Exchange's dry freight index <.BADI> hit an all-time high on Monday, dealers said.
Its shares reached an intraday high of S$4.00 with a volume of 3.3 million changing hands.
The Baltic Exchange's main sea freight index, which monitors merchant shipping costs on 40 major export routes for dry commodities, jumped to a fresh record on demand for natural resources in China and India. [ID:nL15783729]
0202 GMT - Straits Times Index <.FTSTI> was down 0.05 percent.
SINGAPORE, May 20 - Jade Technologies surged 69 percent to a seven-week high of S$0.135 with a hefty 239 million shares traded after the firm raised funds from a share offering for a coal mining project in Indonesia.
The commodities and engineering services firm, which is being probed by authorities after a failed takeover bid, said late on Friday that it had raised S$9.63 million ($7.02 million) from a private share placement.
It said it will use S$5.4 million for its coal mining project in Indonesia and the rest as working capital.
Shares in Jade Tech fell 70 percent on April 7 after the company's former president Anthony Soh failed to take the firm private because he did not have enough funds to continue with the takeover.
Several regulatory authorities such as the Monetary Authority of Singapore and the Accounting and Corporate Regulatory Authority are looking into the failed S$117 million takeover.
0755 GMT - Straits Times Index was down 1.46 percent.
RIG-MAKERS, OIL SERVICES UP ON HIGH CRUDE
Rig-makers such as Sembcorp Marine and oil services firms like KS Energy rose as crude oil futures stayed over $127 a barrel on Tuesday.
Sembcorp Marine, the world's second-largest offshore rig-builder, jumped as much as 4.5 percent to S$4.40 with over 5.6 million shares traded. Top rig builder Keppel Corp rose as much as 2.4 percent to S$12.08 with more than 2.6 million changing hands.
Chinese shipbuilder and offshore rig-maker Cosco Corp 3.9 percent to S$3.70 with about 11 million shares traded.
Oil held above $127 on Tuesday, near Friday's record, after OPEC's president insisted the cartel would not increase output at its next meeting in September. [O/R]
KS Energy climbed as high as 4.5 percent to S$2.10 with over 2.5 million shares traded while rival Ezra Holdings rose as much as 3.4 percent to S$2.77.
"With concerns on supply mounting, demand likely to hold up through Q2 2008, the prospects of the U.S. hurricane season -- all suggest that barring regulatory intervention, oil prices should remain high," Credit Suisse analysts said in a research note.
Credit Suisse analysts have upgraded their oil price forecast up 22-53 percent between 2008-2012.
0259 GMT - Straits Times Index <.FTSTI> was down 0.71 percent.
STX RISES AFTER BALTIC INDEX HITS NEW HIGH
South Korean shipping firm STX Pan Ocean rose as much as 7.8 percent to a seven-month high after Baltic Exchange's dry freight index <.BADI> hit an all-time high on Monday, dealers said.
Its shares reached an intraday high of S$4.00 with a volume of 3.3 million changing hands.
The Baltic Exchange's main sea freight index, which monitors merchant shipping costs on 40 major export routes for dry commodities, jumped to a fresh record on demand for natural resources in China and India. [ID:nL15783729]
0202 GMT - Straits Times Index <.FTSTI> was down 0.05 percent.
Monday, May 19, 2008
HK stocks rise; Nikkei at 4-mth closing high
HONG KONG: Hong Kong stocks rose on Monday, led by coal producer China Shenhua amid high coal prices, while building and raw material counters also attracted buying on expectations of strong demand after China's devastating earthquake.
The benchmark Hang Seng Index closed up 0.48 per cent at 25,742.23 points. The China Enterprises Index of Hong Kong-listed mainland companies, or H shares, finished 1.28 per cent higher at 14,367.70. -- REUTERS
TOKYO: Japan's Nikkei average rose 0.4 per cent on Monday to hit a four-month closing high as near record-high oil prices boosted Inpex Holdings, while higher commodity prices also pushed up trading firms such as Mitsubishi Corp.
The benchmark Nikkei rose 50.13 points to end at 14,269.61, the highest close since Jan 10. The broader Topix index added 0.6 per cent or 8.38 points to 1,404.25. -- REUTERS
SINGAPORE/KUALA LUMPUR: Financial markets in Singapore and Kuala Lumpur are closed for a public holiday. Trading resumes on Tuesday, May 20. -- BT ONLINE
The benchmark Hang Seng Index closed up 0.48 per cent at 25,742.23 points. The China Enterprises Index of Hong Kong-listed mainland companies, or H shares, finished 1.28 per cent higher at 14,367.70. -- REUTERS
TOKYO: Japan's Nikkei average rose 0.4 per cent on Monday to hit a four-month closing high as near record-high oil prices boosted Inpex Holdings, while higher commodity prices also pushed up trading firms such as Mitsubishi Corp.
The benchmark Nikkei rose 50.13 points to end at 14,269.61, the highest close since Jan 10. The broader Topix index added 0.6 per cent or 8.38 points to 1,404.25. -- REUTERS
SINGAPORE/KUALA LUMPUR: Financial markets in Singapore and Kuala Lumpur are closed for a public holiday. Trading resumes on Tuesday, May 20. -- BT ONLINE
Sunday, May 18, 2008
从新加坡旅游业看新加坡酒店市场的展望
2007年是新加坡旅游业取得重大突破的一年，在2006年的基础上，游客到访人数也持续增长。新加坡旅游局最新发布的数据显示，在2007年的前十一个月，新加坡共接待游客930万人次，比2006年同比增长5.4%。
在此期间，每月游客到访人数都创同期新高，其中，11月接待游客人数为837,000人，10月份接待人数为911,000人。2007年到访游客总数有望达到10,300,000，比2006年同比增长6%。预计这一增长势头将会继续保持并创新高，2008年预计达到11,000,000人次，2009年则会突破11,700,000人次。
旅游业的快速发展在航空部门也得到了反映。2007年10月28号北方冬季开始后，新加坡樟宜机场创造了4,300次周预定航班的新纪录，每周航班比3月25日开始到10月27日结束的北方夏季同比增长100多次。这一增长得益于中国和印度不断增长的旅游需求，并因此增加了更多的来自上海，钦奈和杭州的航班。新增的航班还延伸到了珀斯，布里斯班和奥克兰。目前，有83条定期航线连接着新加坡和60个国家的约189个城市。
印度尼西亚、中国、印度、澳大利亚和马来西亚带来了这一增长并将继续作为主要的游客来源市场。此外，越南、俄罗斯等国家也逐步成为值得关注的市场，越南曾经是拥有最多游客数量和行业专家的国家之一。
酒店市场
随着游客数量的猛增，当地酒店的业绩在2007年也达到了前所未有的水平。2007总体的酒店入住率有望达到87%左右，平均房价将实现200美元，超过了2006年的85%和164美元。从单个月份看，2007年11月平均房价是226美元，为史上最高，之前的最高纪录为10月份的219美元。
继续向前发展，平均入住率预期到2008年和2009年分别达到88%，89%。另一方面，平均房价在2007年的强劲增长势头可能会一直持续到不久的将来。预计新加坡的日均房价在2008年和2009年将分别达到230美元和260美元。
同样，2006年每可用房间平均营收为140美元，预计2007年将会增长到175美元左右。由于酒店市场设计方面的改进，2008年和2009年的每可用房间平均营收有望达到202美元。
新增供应
坐落在东陵路上拥有299间客房的六星级瑞吉酒店于2007年12月22日开业。计划2008年再增加1,700间客房，这些新增酒店中包括拥有307间客房的樟宜机场皇冠假日酒店，有193间客房的Capella Singapore和有118间客房的M?venpick Treasure度假村。酒店供应短缺形势严峻以至于偏僻地区如Geylang的酒店都被旅游机构拿来利用，新增的这些酒店将会缓解这一形势。根据市场报告，越来越多的国际酒店品牌的进入将有助于提高酒店房价，与亚洲其它市场相比，包括香港、上海和东京，新加坡的客房价格常常被低估。
除此之外，为了满足不断增长的需求，2008年还将规划出10处酒店用地，其中三块新地属于政府售地计划，另外7处将在2007年逐一落实。这些新增酒店用地将在这一整年陆续动工，开发后将会增加大约4,675间客房。
市场展望
新加坡旅游局称，旅游业仍是重要的经济支柱，期望到2015年，旅游收入能增加到原来的三倍，合300亿美元，游客人数增加一倍，达170亿人次，并为服务行业创造100,000个新的工作岗位。在未来十年内，希望这些目标在20亿美元的旅游发展基金的支持下能够刺激未来旅游业的发展和快速增长。
鉴于旅游业的乐观前景，新加坡旅游局的目标似乎是很有希望实现的。展望未来，面对来自亚洲其他重要城市日益激烈的竞争，新加坡充分发挥主动性，加强基础设施建设，以进一步增加本国旅游业的吸引力。
新加坡樟宜机场终点站3按计划于2008年2月开始运营，它将增强乘客接待能力，樟宜机场每年的接待旅客人数也将因之增加45%，约6,400万人次。这一工程是新加坡旅游局2015年发展关键基础设施以支持旅游业发展的宏伟计划的基石。
关于发展战略性旅游产品，会展旅游业被公认为是有发展潜力的。2006年10月国际货币基金组织和世界银行会议以及2007年11月东盟会议的成功举行使新加坡被确定为大型会议的理想地点。希望新加坡旅游局坚持不懈的营销努力和新增加的两个综合性度假区能提高城邦的高度，从而成为会展旅游的理想之选。
新加坡旅游局致力于吸引典型重要活动，新加坡摩天观景轮和9月份举行的F1赛车将会提升新加坡作为国际青睐的景点的地位。2008年在Mandai即将开放的30个自然主体景点将会满足全球对自然旅游的需求。将于2009年完工的空中花园赌场和2010年完工的世界度假村，加上雄厚的经济基础，势必令新加坡的游客数量继续增长，从而实现到2015年1700万人次的目标。
Source
在此期间，每月游客到访人数都创同期新高，其中，11月接待游客人数为837,000人，10月份接待人数为911,000人。2007年到访游客总数有望达到10,300,000，比2006年同比增长6%。预计这一增长势头将会继续保持并创新高，2008年预计达到11,000,000人次，2009年则会突破11,700,000人次。
旅游业的快速发展在航空部门也得到了反映。2007年10月28号北方冬季开始后，新加坡樟宜机场创造了4,300次周预定航班的新纪录，每周航班比3月25日开始到10月27日结束的北方夏季同比增长100多次。这一增长得益于中国和印度不断增长的旅游需求，并因此增加了更多的来自上海，钦奈和杭州的航班。新增的航班还延伸到了珀斯，布里斯班和奥克兰。目前，有83条定期航线连接着新加坡和60个国家的约189个城市。
印度尼西亚、中国、印度、澳大利亚和马来西亚带来了这一增长并将继续作为主要的游客来源市场。此外，越南、俄罗斯等国家也逐步成为值得关注的市场，越南曾经是拥有最多游客数量和行业专家的国家之一。
酒店市场
随着游客数量的猛增，当地酒店的业绩在2007年也达到了前所未有的水平。2007总体的酒店入住率有望达到87%左右，平均房价将实现200美元，超过了2006年的85%和164美元。从单个月份看，2007年11月平均房价是226美元，为史上最高，之前的最高纪录为10月份的219美元。
继续向前发展，平均入住率预期到2008年和2009年分别达到88%，89%。另一方面，平均房价在2007年的强劲增长势头可能会一直持续到不久的将来。预计新加坡的日均房价在2008年和2009年将分别达到230美元和260美元。
同样，2006年每可用房间平均营收为140美元，预计2007年将会增长到175美元左右。由于酒店市场设计方面的改进，2008年和2009年的每可用房间平均营收有望达到202美元。
新增供应
坐落在东陵路上拥有299间客房的六星级瑞吉酒店于2007年12月22日开业。计划2008年再增加1,700间客房，这些新增酒店中包括拥有307间客房的樟宜机场皇冠假日酒店，有193间客房的Capella Singapore和有118间客房的M?venpick Treasure度假村。酒店供应短缺形势严峻以至于偏僻地区如Geylang的酒店都被旅游机构拿来利用，新增的这些酒店将会缓解这一形势。根据市场报告，越来越多的国际酒店品牌的进入将有助于提高酒店房价，与亚洲其它市场相比，包括香港、上海和东京，新加坡的客房价格常常被低估。
除此之外，为了满足不断增长的需求，2008年还将规划出10处酒店用地，其中三块新地属于政府售地计划，另外7处将在2007年逐一落实。这些新增酒店用地将在这一整年陆续动工，开发后将会增加大约4,675间客房。
市场展望
新加坡旅游局称，旅游业仍是重要的经济支柱，期望到2015年，旅游收入能增加到原来的三倍，合300亿美元，游客人数增加一倍，达170亿人次，并为服务行业创造100,000个新的工作岗位。在未来十年内，希望这些目标在20亿美元的旅游发展基金的支持下能够刺激未来旅游业的发展和快速增长。
鉴于旅游业的乐观前景，新加坡旅游局的目标似乎是很有希望实现的。展望未来，面对来自亚洲其他重要城市日益激烈的竞争，新加坡充分发挥主动性，加强基础设施建设，以进一步增加本国旅游业的吸引力。
新加坡樟宜机场终点站3按计划于2008年2月开始运营，它将增强乘客接待能力，樟宜机场每年的接待旅客人数也将因之增加45%，约6,400万人次。这一工程是新加坡旅游局2015年发展关键基础设施以支持旅游业发展的宏伟计划的基石。
关于发展战略性旅游产品，会展旅游业被公认为是有发展潜力的。2006年10月国际货币基金组织和世界银行会议以及2007年11月东盟会议的成功举行使新加坡被确定为大型会议的理想地点。希望新加坡旅游局坚持不懈的营销努力和新增加的两个综合性度假区能提高城邦的高度，从而成为会展旅游的理想之选。
新加坡旅游局致力于吸引典型重要活动，新加坡摩天观景轮和9月份举行的F1赛车将会提升新加坡作为国际青睐的景点的地位。2008年在Mandai即将开放的30个自然主体景点将会满足全球对自然旅游的需求。将于2009年完工的空中花园赌场和2010年完工的世界度假村，加上雄厚的经济基础，势必令新加坡的游客数量继续增长，从而实现到2015年1700万人次的目标。
Source
Saturday, May 17, 2008
云顶秘辛：林梧桐传奇另一面
云顶秘辛：林梧桐传奇另一面
Author: 周少龙
Publisher: Phoenix Tree Enterprise
Year: 2008
Number of page: 174
Delivery: 1 day
Price: RM25.00
马来西亚百年来最传奇的故事，非云顶莫属。云顶传奇，经过广泛的口头相传，几乎变成马来西亚一个最曲折离奇的神话。
本书掌握及引用各种珍贵史料，首次揭露云顶许多不为人知的秘辛，让云顶被林梧桐发现前后的历史完整呈现，也提供一个机会，让社会大众从另一个角度，全方位重新认识云顶和它的创办人林梧桐。
本书作者周少龙，是我国资深报人兼企业研究员，他也是林梧桐自传中文版的执笔人。
《云顶秘辛》一书最大的突破，是作者历经查访，终于取得珍藏于伦敦剑桥大学图书馆的一张云顶百年旧照片，证明在一百年前，当时的英殖民政府高级官员，己经比林梧桐更早登上云顶顶峰，进行勘察的工作。
其他精彩内容包括云顶前世的探索；云顶英文名字原本叫：Ginting的考究；云顶创办过程中有关细节最详尽的描述；林梧桐现象的窥探，以及林梧桐在海外所缔造的，有关美国版传奇的大搜秘。
一本专案研究云顶及其创办人林梧桐的专书：《云顶秘辛──林梧桐传奇另一面》，即日起正式推出面世。本书是马来西亚资深报人兼企业研员周少龙多年研究及观察云顶，所推出的其中一本心血结集。
作者经多年努力，搜尽云顶秘辛，让云顶被林梧桐发现前後的历史完整呈现。本书作者也是林梧桐自传中文版的执笔人。本书掌握各种史料及引用珍贵资料，首次掀开云顶神秘的面纱，并揭露云顶许多不为人知的秘辛，让社会大众，从另一个角度，全方位重新认识云顶和它的创办人林梧桐。
本书曾在中国报以摘要方式连载，并获得非常热烈的反应。《云顶秘辛──林梧桐传奇另一面》的内容，对云顶历史具有极大颠覆性，同时备有多张难得一见的照片，以资证明。有关本书重要内容包括：
（一）比林梧桐早上山，英国高官闹云顶；
（二）银顶变云顶，一张信笺再现银顶真相；
（三）古籍原本呈堂，证明云顶原名叫Ginting。
其他独家内容，尚有：
（一）100年前已有人登上云顶，揪出登山人物真面目；
（二）云顶创办叁大主角各说一个梦；
（三）数林梧桐叱吒风云事迹，说Uncle Lim特有现象；
（四）探林梧桐如何脱胎换骨，造就一番大事业的前因後果；
（五）抽丝剥茧，深入浅出探林梧桐东西缔造两个云顶传奇。
《云顶秘辛──林梧桐传奇另一面》由凤凰木企业出版，欢迎邮购。
第一章：高原三国演义
研究歷史的人会发现，英国人都不能忍受热带的气候，因此，当他们到了亚洲后，都喜欢在他们所统治的殖民地建设高原避暑胜地。
马来亚曾经是英国人的殖民地，因此，当英国人到了马来亚之后，便故技重施，开发了不少的高原名胜，福隆港，金马崙高原，还有较不出名的太平山，以及升旗山等眾多老牌高原名胜，清一色都是英国人在统治马来亚时所遗留下来的歷史產物。
儘管如此，但今日闻名全球的云顶高原，却不是由英国人所开发的，云顶是唯一的例外，它完全由民间个人的力量所创办的名胜。
福隆港、金马崙和云顶的开发过程，有其不同的歷史和背景，但三者之间，却各有不同的传奇，这三个传奇，串成马来西亚高原名胜一个离奇的篇章──一个特有的大马版的高原三国演义。
福隆港──山中传奇福隆港这个名字虽然乍看起来并无奇特之处，唯它的背后，却流传著一个古老而又传奇的故事。十九世纪后期，一位苏格兰商人路易士.弗利斯(Louis James Fraser)在机缘巧合之下辗转到了马来亚，并且在彭亨及雪兰莪边界一带的山林之处找到了丰富的鍚苗。但就在路易士弗拉斯的事业蒸蒸日上之际，有一天，他却告离奇失踪。英殖民地政府派人组织了一个搜寻队伍，积极寻找路易士弗拉斯的踪跡，但有关搜寻活动最后以失败告终。不过，搜寻人员却发现有关的山区，因其高原凉快的气候，非常适合开发為避暑胜地，结果英殖民地政府把福隆港开发為一个高原名胜。
金马崙──蘶峨群山中的完美高原单看名字，不难臆测，金马崙是一个外国人的名字。实际上，金马崙是在1885年由一位英国土地测量师威廉金马崙在彭亨测量一个群山时所发现的，英政府认為，这个地方气候凉快，於是决定把它发展成為一个高原旅游胜地。
云顶──凉风吹起传奇云顶的诞生和开发，大有来歷，它的起源与金马崙高原有著密切的关係，同时也与一首经典老歌，间接扯上一点关係。那南风吹来清凉，那夜鶯啼声悽愴，月下的花儿都入梦，只有那夜来香……吐露著芬芳……
（精彩详文请看《云顶秘辛》）
第二章：云顶前世今生
林梧桐不是第一位登上云顶的人，早在廿世纪初，便有童军和考古学家登上云顶露营和考察。大约是20世纪初的前10年间，当时一批驻马的英国著名动植物学家和学者便已攀登有关山顶，进行学术考察的活动。
根据记载，这些动植物及考古学家，包括知名的H. C. 罗宾逊 (H. C. Robinson )，以及其友人鲁卡斯( G. D. Lucas )、丹尼斯 ( F. O. Dennis )及史克利弗诺(J.B. Scrivenor)。罗宾逊(1874-1929)出生於英国利物浦，為一位杰出的哺乳动物及鸟类专家，曾任马来联邦愽物馆馆长十八年。
一百年前已有人攀登云顶对於乌鲁加里山，罗宾逊当然没有错过。1904年至1910年间，他多次攀登乌鲁加里山，并从山脚直上山顶，途中还在4,000呎及5,000呎处作短暂逗留，最后登上高达6,000呎的峰顶。当年，他们还在乌鲁加里山上拍下不少照片。
由於照片是在百年前所拍，因此可说是有关乌里加里山最原始的照片，它对云顶的歷史而言，弥足珍贵。目前，有关照片都珍藏在英国剑桥大学图书馆内。
云顶原名叫Ginting另一方面，云顶的英文名字 ，古今有别，根据古籍和马来西亚国家档案局的记载，Genting古时写法為：Ginting.儘管如此，根据马来西亚国家档案资料，Genting Sempah的名字，早年却另有不同的写法。在查究古藉所得，原来Genting Sempah，早年实际上称為：Ginting Sempah。在考古学家罗宾逊(H. C. Robinson )的著作中，或者一些古籍，Genting Sempah早期都称作：Ginting Sempah。云顶名字来源根据云顶创办人林梧桐表示，由於开发云顶的念头是在金马崙高原想到的，因此，他遂以Genting Sempah為他的高原名胜命名為Genting，而中文则音译為：银顶。
林梧桐说，他的原意是，华人都讲究意头，既然金马崙有金，有金必有银，那他的高原便顺理成章应该有银，所谓金银连在一起，其中带有吉祥珍贵之意。但是，林梧桐后来听取太太的意见，把银顶改為云顶，因為他的太太认為，云顶高原高耸入云霄，在山上，经常可与云层打个照面，取名為云顶，不但贴切，而且极有诗意。
（精彩详文见《云顶秘辛》，精彩内容包括：百年难得一见云顶原始照片，证据证明云顶原名叫：Ginting，银顶真相亮相）
第三章：云顶奇中奇
云顶的崛起，令人刮目相看。目前，云顶集团全球资源鼎盛，旗下拥有逾36,000名劳动大军，坐拥11,000英亩度假村黄金地段，以及超过164,000英亩的园坵地皮，每年为它赚取逾40亿令吉的收入。
有关云顶的业务，早已突破其原有的旅遊休閒业，并朝向多元化发展，它的业务，涵盖至各种层面，但主要的可列为六大核心，包括休閒、发电、种植、产业、製造，以及石油和天然气。
高山上的印钞机云顶最大的奇迹，是它在蜕变的过程中，每年创造了天文数字般的财富和盈利，以及为国家赚取源源而来的外汇。
数字会说话，只要翻开云顶每年的账目，不难发现，云顶在过去数十年的岁月中，以及在过去人潮滚动的气势中，如何在马来西亚的金钱走廊，缔造了多少令人叹为观止的财富传奇。
说云顶，话云顶，如果把云顶比喻为马来西亚一部装置在6,000呎高山上的印钞机，也不会言过其实。一人打造出来的城市云顶另一个令人称道的奇迹是，云顶作为一个山顶娱乐城，它却是一个完全凭一个人的努力，打造出来的。
职是之故，不管云顶创造了什麽奇迹，作为云顶的创办人，林梧桐无疑是这些奇迹中的奇迹。世界最大酒店云顶第一世界酒店因拥有6,118间客房，於2006年荣膺健力士世界记录大全“世界最大酒店”的殊荣。前健力士世界记录大全“世界最大酒店”的持有者为美国赌城拉斯维加斯的米高梅赌场酒店（MGM Grand Hotel & Casino）。该赌场酒店是於1993年底建成，共拥有5,005间客房。举世闻名的国际品牌云顶是马来西亚第四最有价值的商业品牌，仅次於马来亚银行，大众银行，以及明訉之後。
根据The Edge周刊於2007年所推动的一项研究调查显示，云顶拥有的商业品牌，其潜在的价值，高达45亿8,800万令吉。
云顶的品牌打造，成效获得肯定，即使在国际上，云顶也逐渐建立起它的商业品牌，特别是在它成功的获得新加坡圣淘沙综合赌场的经营权後，云顶的品牌，更进一步获得提昇。
云顶创办的历史传奇60年代末的东南亚，不少国家仍然处於正当开发的保守时期。马来西亚当时，正从独立的马来亚，踏入首个发展的十年，民风极之醇樸。另一方面，虽然马来亚的独立，是由三大民族争取所得，但在立国之後，却以回教为国教，日後演变，人口更以回教徒为多，以致在世人的印象中，马来西亚是一个极具回教色彩的国家。
在这样的一个国度中，云顶作为一个经营赌业的集团，它的出现，的确是有点匪夷所思，并有其历史传奇的一面。
五朝首相友好奇谭林梧桐一生，见证了马来亚在英殖民地统治时代；马来亚遭日军占领时代；马来亚如何成功争取独立；马来西亚成立的各种风波，以及作为一个新独立的国家，马来西亚是如何自力更生的历史。
在马来西亚建国的50年中，历经五位首相的统治，而林梧桐都与这五位首相拥有良好的关係，无疑是马来西亚的一个奇迹。林梧桐与马来西亚五朝首相的友好关係，诚然是马来西亚的一项历史记录。
（精彩详文请看《云顶秘辛》）
第四章：精彩90
林梧桐一生，历经战火洗礼，并目睹大时代的风云际会，稍後辗转之间，适逢其会，在一个新的国土，创办了一个梦寐以求的乐园。
在漫长的90年的生涯中，林梧桐受过苦，捱过穷，他有年少的徬徨，成长的落寞，但凭他个人的奋斗，终於开拓了自己的一片新天地。
年少的时候，林梧桐离乡背井，远渡重洋，在陌生的国土打拼，从此踏上一条不归路。
数十年以还，他已和这片国土融成一片，并且见证了一个国家的新生，一个国家蓄势待发的无限生机。林梧桐个人奋鬥的历史，便是马来西亚历史发展中的一个小缩影。在林梧桐一生的奋鬥中，表面上，他的事业一帆风顺，但实际上，他的商业之旅，并不是一条平坦的康莊大道，其中过程，有坐过山车般的激情，也有峰迴路转的喜悦，所谓紧张刺激兼而有之，不足为外人道。
林梧桐曾自嘲说：“我曾经做过七十二行。”笑谈间，把几许陈年旧事，都化作烟消，和云散。”虽然出身贫寒，但林梧桐从不气馁，他的奋鬥和成功，使他成为马来西亚白手起家的最经典人物。
林梧桐在短短的数十年光景中，迅速崛起，挤身马来西亚富豪行列，他平时结交的，非富则贵，但普通升斗小民，同样也是他的知交。
年轻的时候，林梧桐不名一文，但少年林梧桐，极为自爱，他勤奋拼搏，经数十年的努力，蜕变为马来西亚富甲一方的巨商富豪，他取得的辉煌成就，有目共睹。林梧桐的一生，有平静和落寞的低潮，也有不凡际遇的高潮，如此人生，可说多采多姿。
（精彩详文请看《云顶秘辛》）
第五章：三大分水岭
在林梧桐的一生中，有三大际遇，对他影响至深，这三个际遇，不但是他人生的分水岭，完全改变了他的一生，同时也造就了日後的林梧桐。
有关际遇，一是当年他第二度从中国南来的经历，另一则是在日治时期他几乎遭日军杀害的惊险遭遇，至於第三个际遇，便是他形如豪赌般的把一生的赌注，全都押在云顶的赌桌上。
第一个际遇让林梧桐形同脱胎换骨，并立定意志，勇衝人生征途；
第二个际遇让他体验到生命的可贵，从此发奋工作。
最後一个际遇，则让林梧桐有机会造就了一个云顶传奇。
如果没有这三大际遇，这个世界上可能便没有企业钜子林梧桐，更加没有林梧桐的云顶传奇。
（精彩详文请看《云顶秘辛》一书）
第六章：三人一个梦
云顶传奇，基本上是由三个人缔造而成的。东姑、林梧桐和哈芝莫哈未诺三人，出身背景完全不同，但他们都拥有和分享同一个梦。
这个梦把他们撮合在一起，并缔造了云顶，也催生了一个显赫的商业王国。
马来西亚国父东姑阿都拉曼当年有一个很私人的梦，他希望把一座离他官邸不远处的高山发展为一个度假胜地。
当年，作为云顶之父的林梧桐也有一个梦，他希望能够在离吉隆坡不远的地方，找一个山头，发展成为他梦中的一个乐园。
马来亚国会下议院第一任院长哈芝莫哈未诺当年虽然并没有一个要开发高原旅遊名胜的梦，但他责无旁贷，积极分享林梧桐的乐园之梦，是林梧桐开发高原名胜美梦的大力维护者，也是云顶名胜开发的催化剂。
东姑、林梧桐和哈芝莫哈未诺这叁个来自不同地方的人，有著截然不同的背景，但他们拥有和分享同一个梦。
这个梦把他们撮合在一起，并缔造了云顶，也催生了一个显赫的商业王国。
实际上，云顶的诞生，和这三个人物，息息相关。这三个人本来并不认识，是大时代轮转的步代把他们巧妙的牵引在一起，也是因著大时代的转折，让他们迸发出一个荒山传奇的故事。
（精彩内容请看《云顶秘辛》）
新加坡股市收盘走高，得益于美国股市上扬；或将盘整
新加坡股市周五走高，原因是前夜油价下跌促使美国股市上扬令投资者信心增加。
新加坡海峡时报指数收盘上涨34.06点，至3241.49点，涨幅1.1%。
30只成份股中有24只上涨。
大盘共有393只股票上涨，238只股票下跌。
今日市场约有16亿股股票成交，周四成交量为15亿股股票。
但交易员们表示，随着公司业绩公布期的结束，市场不久后可能开始横盘整理。
新加坡海峡时报指数收盘上涨34.06点，至3241.49点，涨幅1.1%。
30只成份股中有24只上涨。
大盘共有393只股票上涨，238只股票下跌。
今日市场约有16亿股股票成交，周四成交量为15亿股股票。
但交易员们表示，随着公司业绩公布期的结束，市场不久后可能开始横盘整理。
提早购买建材锁定成本 云顶狮城赌场计划没超支
2008/05/16 13:13:13
●南洋商报
（吉隆坡15日讯）尽管建筑原料价格持续攀高，但云顶（Genting，3182，主板贸服股）旗下的云顶国际（Genting International）在1年前已以更低的价格来购买建筑材料，因此后者正进行的新加坡综合度假村工程目前并没有面对超出成本的问题。
兴业投资研究在一项报告中指出，新加坡综合度假村工程预期将会于2010年初完成。云顶国际将会先在2010年首季开设赌场、4家酒店、主题乐园和展览厅等，然后于第二季开始开设其他设施。此外，云顶国际有信心，新加坡综合度假村开放后，即能为其带来盈利。
以每年500万游客前往主题乐园的预测，以及估计每人70新元的入门票价格（香港迪斯尼乐园票价），单是主题乐园就有望为云顶国际带来约3亿5000万新元的营业额。 再加上，饮食和纪念品部约1亿至1亿5000万新元的营业额，以及赌场约达13亿至18亿新元的营业额，云顶国际每年估计能够获得高达17亿至23亿新元的营业额。
超越大市评级 至于云顶国际的英国业务，该公司计划减少当地业务的营运成本，并预期能每年节省高达900万至1000万英镑的成本。
“截至目前为止，由于我们尚未将新加坡综合度假村的贡献纳入云顶的业绩预测内，因此我们将继续维持云顶的预测，以8.95令吉的合理价格，给予其‘超越大市’的评级。” 但是，兴业投资研究相信，一旦新加坡综合度假村所有工程合约被颁发后，云顶的任何发展和成本可能超支的问题，将会明朗化。
Source
●南洋商报
（吉隆坡15日讯）尽管建筑原料价格持续攀高，但云顶（Genting，3182，主板贸服股）旗下的云顶国际（Genting International）在1年前已以更低的价格来购买建筑材料，因此后者正进行的新加坡综合度假村工程目前并没有面对超出成本的问题。
兴业投资研究在一项报告中指出，新加坡综合度假村工程预期将会于2010年初完成。云顶国际将会先在2010年首季开设赌场、4家酒店、主题乐园和展览厅等，然后于第二季开始开设其他设施。此外，云顶国际有信心，新加坡综合度假村开放后，即能为其带来盈利。
以每年500万游客前往主题乐园的预测，以及估计每人70新元的入门票价格（香港迪斯尼乐园票价），单是主题乐园就有望为云顶国际带来约3亿5000万新元的营业额。 再加上，饮食和纪念品部约1亿至1亿5000万新元的营业额，以及赌场约达13亿至18亿新元的营业额，云顶国际每年估计能够获得高达17亿至23亿新元的营业额。
超越大市评级 至于云顶国际的英国业务，该公司计划减少当地业务的营运成本，并预期能每年节省高达900万至1000万英镑的成本。
“截至目前为止，由于我们尚未将新加坡综合度假村的贡献纳入云顶的业绩预测内，因此我们将继续维持云顶的预测，以8.95令吉的合理价格，给予其‘超越大市’的评级。” 但是，兴业投资研究相信，一旦新加坡综合度假村所有工程合约被颁发后，云顶的任何发展和成本可能超支的问题，将会明朗化。
Source
Thursday, May 15, 2008
新加坡股市收盘走高；突破3300点可能性较小
新加坡股市周四上扬，受美国股市前夜上涨提振。
油价下跌和好于预期的通货膨胀数据推动美国股市前夜走高。
股指在盘中出现的微幅回落以及成交量低迷令交易员担心，基准股指的升势或将有限。
新加坡海峡时报指数盘中一度上涨0.9%至盘中高点，但收盘仅上涨8.92点，至3207.43点，涨幅0.3%。
30只成份股中有16只上涨。
大盘共有334只股票上涨，274只股票下跌。
市场成交量低迷，共有15亿股股票成交。
AmFraser的高级研究副总裁Najeeb Jarhom称，由于缺乏交投指引以及业绩发布期即将结束，股指在短期有效突破3300点的可能性很小。
油价下跌和好于预期的通货膨胀数据推动美国股市前夜走高。
股指在盘中出现的微幅回落以及成交量低迷令交易员担心，基准股指的升势或将有限。
新加坡海峡时报指数盘中一度上涨0.9%至盘中高点，但收盘仅上涨8.92点，至3207.43点，涨幅0.3%。
30只成份股中有16只上涨。
大盘共有334只股票上涨，274只股票下跌。
市场成交量低迷，共有15亿股股票成交。
AmFraser的高级研究副总裁Najeeb Jarhom称，由于缺乏交投指引以及业绩发布期即将结束，股指在短期有效突破3300点的可能性很小。
14-05-2008: Genting International profit dips 91%
KUALA LUMPUR: Genting International plc’s profit for the first quarter ended March 31 came in less than one-tenth of the amount booked the same period last year due to lower business volume at its UK casino operations as well as higher bad debts.
Net profit came in at S$6.02 million (RM14.1 million), down 91% from S$67.55 million a year earlier, also from heftier gaming duties as well as a higher foreign exchange loss. It also saw lower gains from its derivative financial instruments of S$18.9 million versus the S$64.8 million gain recognised in 2007.
Revenue fell 14% to S$168.83 million from S$196.2 million, mainly due to a S$28.6 million decrease in revenue from its UK casino operations. The lower patronage there was exacerbated by the weakening of the pound sterling against the Singapore dollar, Genting International said yesterday.
As a smoking ban in all public enclosed areas in England and Wales from July last year had had an adverse impact on its gaming business, Genting International said it had taken steps to address the matter, including modifying its casinos “where possible” to enable access to external smoking areas.
As the largest casino operator in UK, it will also introduce measures to further reduce operating costs to help cushion effects of softer market conditions from the slip in consumer confidence.
In Singapore, Genting International said construction was “on-track” for the integrated resort’s soft opening in 2010. At least S$2.1 billion in construction contracts had been awarded as at March 31 and it “continues to be confident and optimistic about the prospects of Resorts World at Sentosa”.
Meanwhile, its wholly-owned subsidiary, Genting Stanley Aldeney Ltd, expects to start its online gaming business in the “later part of the second quarter of 2008”. It received its licence in March this year, but the permission to “go live” is subject to authorities’ approval of its internal control system and gambling equipment.
Genting International shares ended unchanged at 58 Singapore cents on the Singapore Exchange yesterday, with 11.3 million shares done.
Source
Net profit came in at S$6.02 million (RM14.1 million), down 91% from S$67.55 million a year earlier, also from heftier gaming duties as well as a higher foreign exchange loss. It also saw lower gains from its derivative financial instruments of S$18.9 million versus the S$64.8 million gain recognised in 2007.
Revenue fell 14% to S$168.83 million from S$196.2 million, mainly due to a S$28.6 million decrease in revenue from its UK casino operations. The lower patronage there was exacerbated by the weakening of the pound sterling against the Singapore dollar, Genting International said yesterday.
As a smoking ban in all public enclosed areas in England and Wales from July last year had had an adverse impact on its gaming business, Genting International said it had taken steps to address the matter, including modifying its casinos “where possible” to enable access to external smoking areas.
As the largest casino operator in UK, it will also introduce measures to further reduce operating costs to help cushion effects of softer market conditions from the slip in consumer confidence.
In Singapore, Genting International said construction was “on-track” for the integrated resort’s soft opening in 2010. At least S$2.1 billion in construction contracts had been awarded as at March 31 and it “continues to be confident and optimistic about the prospects of Resorts World at Sentosa”.
Meanwhile, its wholly-owned subsidiary, Genting Stanley Aldeney Ltd, expects to start its online gaming business in the “later part of the second quarter of 2008”. It received its licence in March this year, but the permission to “go live” is subject to authorities’ approval of its internal control system and gambling equipment.
Genting International shares ended unchanged at 58 Singapore cents on the Singapore Exchange yesterday, with 11.3 million shares done.
Source
新加坡股市收盘走低，成交量低迷暗示市场回落
新加坡股市周三走低，因投资者在美国股市前夜下跌的影响下进行了获利回吐，未理会权重股新电信(Singapore Telecom)好于预期的业绩。
某技术分析师称，未来数日海峡时报指数或将进一步走低。
海峡时报指数收盘跌4.91点，至3198.51点，跌幅0.2%；30只成份股中有15只股票收低；大盘有367只股票下跌，253只股票上涨。
成交量比较一直清淡，为14亿股，周二成交13亿股。
某技术分析师称，未来数日海峡时报指数或将进一步走低。
海峡时报指数收盘跌4.91点，至3198.51点，跌幅0.2%；30只成份股中有15只股票收低；大盘有367只股票下跌，253只股票上涨。
成交量比较一直清淡，为14亿股，周二成交13亿股。
Tuesday, May 13, 2008
新加坡股市收盘走高，受美股上涨提振；短期或回落
新加坡股市周二走高，受前夜美国股市上扬的提振，但交易员表示，交投清淡显示市场人气依旧不振。
海峡时报指数收盘涨23.26点，至3203.42点，涨幅0.7%。
30只成份股中有17只股票上涨，但大盘有329只股票下跌，297只股票上涨，表明股市上涨范围不大。
成交量仅为13亿股。
一交易员表示，受市场缺乏买盘兴趣影响，海峡时报指数短期内可能转为下跌。
海峡时报指数收盘涨23.26点，至3203.42点，涨幅0.7%。
30只成份股中有17只股票上涨，但大盘有329只股票下跌，297只股票上涨，表明股市上涨范围不大。
成交量仅为13亿股。
一交易员表示，受市场缺乏买盘兴趣影响，海峡时报指数短期内可能转为下跌。
Monday, May 12, 2008
Singapore Hot Stocks-Anwell's Brazil deal lifts tech stocks
SINGAPORE, May 7 (Reuters) - Technology stocks were lifted after optical disc equipment maker Anwell Technologies said it has agreed to sell solar panels to Brazil Energy, an investment company focused on energy and infrastructure.
Anwell soared as much as 12.5 percent to a five-month high of S$0.090 with over 12 million shares traded. Its shares surged 45 percent on Tuesday.
Other tech shares such as copper recycler Advance SCT gained as much as 7.4 percent to a one-month high of S$3.65 with more than 8.1 million shares traded.
Aztech Systems , which makes internet modems and telephones, rose as much as 7.7 percent to nearly a four-month high of S$0.28 with about 7.7 million shares changing hands.
Digital storage maker Datapulse Technology was up as much as 4.9 percent to S$0.215 -- also the highest in over three months -- with about 5.6 million traded.
"Investors are expecting deals to follow for these tech firms. They are also expecting private equity firms to buy up these tech companies which are quite correctly priced," a dealer said.
Hard-disk components maker Unisteel Technology has received bids from several private equity firms, sources have said, which is the latest takeover target in the tech sector that has seen a wave of consolidation amid stiff competition and falling prices.
Shares of Unisteel were trading flat at S$1.83 per share.
0227 GMT - Straits Times Index up 0.03 percent.
(Reporting by Tan Wei Xin; Editing by Neil Chatterjee) ((weixin.tan@thomsonreuters.com; +65 6403 5667; Reuters Messaging: weixin.tan.reuters.com@reuters.net))
Anwell soared as much as 12.5 percent to a five-month high of S$0.090 with over 12 million shares traded. Its shares surged 45 percent on Tuesday.
Other tech shares such as copper recycler Advance SCT gained as much as 7.4 percent to a one-month high of S$3.65 with more than 8.1 million shares traded.
Aztech Systems , which makes internet modems and telephones, rose as much as 7.7 percent to nearly a four-month high of S$0.28 with about 7.7 million shares changing hands.
Digital storage maker Datapulse Technology was up as much as 4.9 percent to S$0.215 -- also the highest in over three months -- with about 5.6 million traded.
"Investors are expecting deals to follow for these tech firms. They are also expecting private equity firms to buy up these tech companies which are quite correctly priced," a dealer said.
Hard-disk components maker Unisteel Technology has received bids from several private equity firms, sources have said, which is the latest takeover target in the tech sector that has seen a wave of consolidation amid stiff competition and falling prices.
Shares of Unisteel were trading flat at S$1.83 per share.
0227 GMT - Straits Times Index up 0.03 percent.
(Reporting by Tan Wei Xin; Editing by Neil Chatterjee) ((weixin.tan@thomsonreuters.com; +65 6403 5667; Reuters Messaging: weixin.tan.reuters.com@reuters.net))
Stock watch - Malaysia
Resorts World Berhad
Resorts World has fallen from investors' radar since the drastic market drop on March 10. The share price currently hovers around RM3.40. A bank-backed brokerage suggested in a recent report that parent Genting Bhd should privatise it or Resorts should make a capital repayment, given its large coffers. At some point, it said, Genting was likely to privatise Resorts to leverage on the latter's strong balance sheet and achieve the group's ambition to expand its casino franchise.
Success Transformers Corp Bhd
SHARES of Success Transformers Corp Bhd have surged in recent weeks after it completed the purchase of the remaining 40% in Seremban Engineering Sdn Bhd (SESB).
In just two weeks, the share price appreciated by close to 11%.
The consolidation of SESB comes with a profit guarantee of RM7.5mil and RM9.0mil for financial years (FY) ending Dec 31, 2008 and 2009, respectively.
OSK expected this to boost Success' net earnings by 12.1% and 17.7% for FY08 and FY09.
Tan Chong Motor
The franchise holder of Nissan cars in Malaysia is expected to announce better earnings when it releases its results end of this month.
The anticipated stronger performance is fuelled by positive response to its new models, Latio and Grand Livina.
According to a local brokerage, Tan Chong has received about 11,000 bookings for Grand Livina since its launch in December.
Additionally, its Serendah plant, which was completed last year, would allow the carmaker to produce more cars. Tan Chong is expected to introduce a new model, Sylphy, in June, which will compete against Honda Civic and Toyota Altis.
Source
Resorts World has fallen from investors' radar since the drastic market drop on March 10. The share price currently hovers around RM3.40. A bank-backed brokerage suggested in a recent report that parent Genting Bhd should privatise it or Resorts should make a capital repayment, given its large coffers. At some point, it said, Genting was likely to privatise Resorts to leverage on the latter's strong balance sheet and achieve the group's ambition to expand its casino franchise.
Success Transformers Corp Bhd
SHARES of Success Transformers Corp Bhd have surged in recent weeks after it completed the purchase of the remaining 40% in Seremban Engineering Sdn Bhd (SESB).
In just two weeks, the share price appreciated by close to 11%.
The consolidation of SESB comes with a profit guarantee of RM7.5mil and RM9.0mil for financial years (FY) ending Dec 31, 2008 and 2009, respectively.
OSK expected this to boost Success' net earnings by 12.1% and 17.7% for FY08 and FY09.
Tan Chong Motor
The franchise holder of Nissan cars in Malaysia is expected to announce better earnings when it releases its results end of this month.
The anticipated stronger performance is fuelled by positive response to its new models, Latio and Grand Livina.
According to a local brokerage, Tan Chong has received about 11,000 bookings for Grand Livina since its launch in December.
Additionally, its Serendah plant, which was completed last year, would allow the carmaker to produce more cars. Tan Chong is expected to introduce a new model, Sylphy, in June, which will compete against Honda Civic and Toyota Altis.
Source
新加坡股市收盘走高；短期或存在下行倾向
新加坡股市周一收盘走高，受部分权重股反弹以及大宗商品类股走强提振。
但交易员们称，受原油价格上涨推动，股市仍有下行倾向。
新加坡海峡时报指数收盘涨18.13点，至3180.16点，涨幅0.6%；盘中低点为3147.82点。
股指30只成份股中有17只走高。
大盘共有299只股票上涨，270只股票下跌。
成交量仍然低迷，共有11亿股股票成交。
上周五的成交量约为14亿股。
尽管股指周一表现强劲，但CIMB称，股市可能在短期面临下行风险，因为有关油价引发通货膨胀的担忧仍在困扰投资者。
但交易员们称，受原油价格上涨推动，股市仍有下行倾向。
新加坡海峡时报指数收盘涨18.13点，至3180.16点，涨幅0.6%；盘中低点为3147.82点。
股指30只成份股中有17只走高。
大盘共有299只股票上涨，270只股票下跌。
成交量仍然低迷，共有11亿股股票成交。
上周五的成交量约为14亿股。
尽管股指周一表现强劲，但CIMB称，股市可能在短期面临下行风险，因为有关油价引发通货膨胀的担忧仍在困扰投资者。
Saturday, May 10, 2008
For some, it's 'trade in May and hope HK stays in play'
By R SIVANITHY SENIOR CORRESPONDENT
MANY blue chips have had a great run over the past four or five weeks. But now that the reporting season has started and the figures streaming in aren't that great, maybe it's time to cash out for a while?
For some traders, this means 'sell in May and go away'. And to be honest, that's not too bad an idea given the downgrades now being issued, especially for local banks.
For other traders, however, it's more a case of 'trade in May and hope Hong Kong stays in play'. Members of this camp are pinning their hopes on the former British colony holding up in the face of sudden weakness. But unfortunately for them, Hong Kong didn't hold up this week, registering more weakness than strength over the five days.
Yesterday, for example, a 1.5 per cent slide in the Hang Seng Index weighed the Straits Times Index down for the entire day, the latter eventually ending 9.85 points lower at 3,162.03. For the week, the STI lost 74 points or 2.3 per cent.
Yesterday's session was also marred by a computer glitch that started in the late morning and lasted until mid-afternoon. The exchange said the problem was due to 'connectivity issues at the primary telecommunications provider'.
The three banks were among the more prominent local corporations to report their first-quarter results this week. Although loans grew and profits were made, the figures were not overly sparkling and the outlook not overly optimistic to justify continued buying. The majority of analyst reports have been of the diplomatic 'hold' variety, based on fair values having been reached and the absence of catalysts for any major upswing.
In its bank round-up, Citi Investment Research said the outlook for the second half has turned cautious. Among the reasons are increasing macro-economic headwinds from the global slowdown, and although loan growth looks healthy, caution over property-related exposure is warranted. Citi also said it is debatable whether deferred-payment- scheme property launches can boost mortgage growth later this year. It recommended switching out of UOB to laggard DBS and maintained a 'hold' on OCBC.
BNP Paribas, meanwhile, said it sees little scope for upside and recommended investors sell the banks into strength.
The property sector has also had a good run over the past month, but looks like running into headwinds of its own.
Credit Suisse on Monday issued an 'underweight' on property, saying the sector could see the bursting of a bubble created by 'exuberant expectations and liquidity over the past two years'.
It went further to say physical property price falls of up to 40 per cent are possible because of a withdrawal of liquidity, dumping by marginal speculators, price cuts by small developers and rising vacancies because of rising supply.
In the stock market, second- line activity was focused on a mix of the old and the new - tried and trusted trading chip Jade Technologies registered a large volume after news that it had appointed a former minister as an independent director, while China abalone firm Oceanus debuted at an offer price of 20 cents and finished the week at 25 cents.
Hong Kong provided the main external thrust - as well as drag - throughout the week, with the gyrations of its Hang Seng mirrored perfectly by the STI. Oddly enough, Wall Street's influence was relatively muted, though yesterday a sharp drop in the US futures market probably played a part in Hong Kong's slide and a soft opening in Europe.
MANY blue chips have had a great run over the past four or five weeks. But now that the reporting season has started and the figures streaming in aren't that great, maybe it's time to cash out for a while?
For some traders, this means 'sell in May and go away'. And to be honest, that's not too bad an idea given the downgrades now being issued, especially for local banks.
For other traders, however, it's more a case of 'trade in May and hope Hong Kong stays in play'. Members of this camp are pinning their hopes on the former British colony holding up in the face of sudden weakness. But unfortunately for them, Hong Kong didn't hold up this week, registering more weakness than strength over the five days.
Yesterday, for example, a 1.5 per cent slide in the Hang Seng Index weighed the Straits Times Index down for the entire day, the latter eventually ending 9.85 points lower at 3,162.03. For the week, the STI lost 74 points or 2.3 per cent.
Yesterday's session was also marred by a computer glitch that started in the late morning and lasted until mid-afternoon. The exchange said the problem was due to 'connectivity issues at the primary telecommunications provider'.
The three banks were among the more prominent local corporations to report their first-quarter results this week. Although loans grew and profits were made, the figures were not overly sparkling and the outlook not overly optimistic to justify continued buying. The majority of analyst reports have been of the diplomatic 'hold' variety, based on fair values having been reached and the absence of catalysts for any major upswing.
In its bank round-up, Citi Investment Research said the outlook for the second half has turned cautious. Among the reasons are increasing macro-economic headwinds from the global slowdown, and although loan growth looks healthy, caution over property-related exposure is warranted. Citi also said it is debatable whether deferred-payment- scheme property launches can boost mortgage growth later this year. It recommended switching out of UOB to laggard DBS and maintained a 'hold' on OCBC.
BNP Paribas, meanwhile, said it sees little scope for upside and recommended investors sell the banks into strength.
The property sector has also had a good run over the past month, but looks like running into headwinds of its own.
Credit Suisse on Monday issued an 'underweight' on property, saying the sector could see the bursting of a bubble created by 'exuberant expectations and liquidity over the past two years'.
It went further to say physical property price falls of up to 40 per cent are possible because of a withdrawal of liquidity, dumping by marginal speculators, price cuts by small developers and rising vacancies because of rising supply.
In the stock market, second- line activity was focused on a mix of the old and the new - tried and trusted trading chip Jade Technologies registered a large volume after news that it had appointed a former minister as an independent director, while China abalone firm Oceanus debuted at an offer price of 20 cents and finished the week at 25 cents.
Hong Kong provided the main external thrust - as well as drag - throughout the week, with the gyrations of its Hang Seng mirrored perfectly by the STI. Oddly enough, Wall Street's influence was relatively muted, though yesterday a sharp drop in the US futures market probably played a part in Hong Kong's slide and a soft opening in Europe.
Friday, May 9, 2008
ANWELL sambas to beat of Brazilian solar energy customer
SOLAR ENERGY as a viable alternative to fossil fuels is moving toward “tipping point”, as cost per solar watt nears US$1.
That’s why the only capital goods maker listed on SGX, Anwell Technologies, is jumping on the solar power bandwagon.”
Solar cell production is expected to grow 25%-45% a year,” said its CEO Franky Fan to NextInsight in a telephone interview this week.
The capital goods maker expects to deliver its first production line for “Thin-Film” solar modules to Brazil Energy, an investor in energy producers."Brazil Energy approached us because of our strong presence in South America, where we have a 30% market share for DVD-R capital equipment," says Franky.”Solar technology has similarities to that for optical discs,” he explains, when asked about strategy in new business lines.
Anwell was the world’s largest DVD-R capital goods maker last year and shipped out its first Blu ray disc production line in 4Q07.Makers of conventional (crystalline) solar cells are rushing to produce new breed “Thin-Film” solar cells, which use less than 1% of silicon light absorbers compared to the former.
There are 80 “Thin-Film” solar capital goods makers today.Leading the pack is semi-conductor wafer equipment maker Applied Materials, which had US$1.9 billion of orders for solar factory equipment as at Mar 2008.
Anwell’s Sunlite-120 fully automatic turnkey production line has annual capacity of 120 megawatt peak (MWp), and is the largest available today.Competing lines produce at 20-60 MWp a year.And there are no “Thin-Film” solar module capital equipment makers in China currently, other than Anwell.
Replication of capital goods maker-integrated-downstream model
The equipment maker wants to replicate its successful business model in optical discs.
It is the only optical disc equipment maker that also manufactures end-user products (DVD-R and CDR discs).A new subsidiary of Anwell expects to deliver up to 5 mega watts of “Thin-Film” solar modules to Brazil Energy by 1Q09.
How lucrative would solar panels prove to be for Anwell?Market prices for Anwell’s “Thin-Film” solar modules are now at US$2.50 per watt peak, says Franky.
It generally costs US$1 per watt peak (albeit with government subsidies) to produce “Thin-Film” solar modules.”Being in China, and being integrated from equipment making allows us to produce at lower than US$1 per watt peak”, says Franky.This works out to pretty lucrative margins for Anwell's first solar module deal.
Thin Film makes solar energy commercially viable
“Thin-Film” solar cells are easily mass-produced as the process uses less than 1% of the silicon in conventional crystalline cells.Silicon, which amounts to 40%-50% of cost of goods sold in the latter, was the traditional cost barrier to solar energy.
When will “Thin-Film” solar systems become a cost effective alternative to fossil fuels?
The tipping point is widely touted to be a factory gate price of US$1 per watt peak, versus Anwell’s US$2.50.
Below the tipping point, the device for converting sunlight into electricity holds huge potential for installations on roofs or facades of public, private and industrial buildings.It is also used at solar power generation plants.
Governments worldwide such as in the US, Australia and China are also promoting the use of solar energy.
Home in Singapore, for example, the government announced this week a S$20 million scheme to subsidize property developers and building owners up to 40% for solar projects.
Confluence of solar energy and oil prices by 2010?
Oil prices made a new record this week, rising as high as US$122 a barrel, doubling y-o-y.Tightening supplies of crude oil make it increasingly likely that prices will reach as high as US$150-US$200 by 2010, according to Goldman Sachs analysts in a recent report.
Oil prices made a new record this week, rising as high as US$122 a barrel, doubling y-o-y.Tightening supplies of crude oil make it increasingly likely that prices will reach as high as US$150-US$200 by 2010, according to Goldman Sachs analysts in a recent report.
In contrast, prices of “Thin-Film” solar cells are expected to dip past tipping point to US$0.90-US$1.30 per watt peak by 2010, according to Applied Materials.
By end 2009, Anwell’s 40-mega watt (MW) line in Henan will be expanded to 120 MW.
The company will be ready for 2010’s solar energy revolution...
新加坡股市收盘走低，受地区股市和油价拖累
新加坡股市周五连续第三个交易日收盘下挫，因亚洲主要股市疲软，同时能源价格高企损害了市场人气。
新加坡海峡时报指数收盘跌9.85点，至3162.03点，跌幅0.3%。30只成份股中有14只走低。
大盘共有383只股票下跌，228只股票上涨。
成交量仍然低迷，共有14亿股股票成交。
周四的成交量约为16亿股。
某外资经纪公司交易商称，从短期看，新加坡股市处于超买，他认为投资者仍对小型股抱有更大兴趣。
新加坡海峡时报指数收盘跌9.85点，至3162.03点，跌幅0.3%。30只成份股中有14只走低。
大盘共有383只股票下跌，228只股票上涨。
成交量仍然低迷，共有14亿股股票成交。
周四的成交量约为16亿股。
某外资经纪公司交易商称，从短期看，新加坡股市处于超买，他认为投资者仍对小型股抱有更大兴趣。
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