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投资理财

今天晚上U频道的【财经追击】节目很有看头

先讲了组屋转售价——组屋转售价继续升?
组屋转售价指数在2012年最后一季出人意料地上升 2.5%,是过去一年来最高的涨幅。而各类型转售组屋买家需要付的现金也全面攀升,创下去年整年的新高。尽管建屋局在去年推出大量新组屋,为什么组屋转售价还是不断上涨?今年的组屋转售市场走势如何?
再讲了房市新政的影响,
还播放了昨晚盛港地铁公寓抢房子的现场画面,
还讲了申购EC,
理财101:移动平均线每当股市或股票往上升时,投资者总想知道这股升势会维持多久。同样地,当出现跌势,投资者也要知道这股跌势几时会停止。技术分析中的移动平均线也许能够给予答案。移动平均线是怎么计算的?
最后股市专家荐了2只股票。
我有空都会看每周星期六晚上7点钟U频道的【财经追击】、【理财101】。从中学到很多知识。
同学们不妨开始关注它吧。
————下面是今晚上股市专家在节目中推荐的2只股票。周六的七点,这时间也安排得太过黄金了。未婚的忙着约会,成家的外出蹭饭。。。
什么时候重播?星期天11:30pm U 频道http://video.xin.msn.com/browse/catch-up-tv/
这链接可以找到。。。目前都是2012年的。
Money Week 2012这里有个最近的理财101,是上个星期重播的。
关于公积金的。几乎每星期都看, 只是这周错过了。房子对我家是暂时不会考虑,如今也不能考虑的课题。股票有一些, 希望如推荐所讲在今年有所作为。时间太短 分析不够深入明天盯迈达斯和联合环境,看看走势怎样。这两支股今天开盘都有涨,看来节目有点效果今天海指跌绝大多数是地产和银行股影响。电信股还是涨, 财经介绍的也不例外。买中了联合环境,可是也没有怎么涨~~~~不过看好加大国内环境治理需求下,应该有持续的订单啊~~~财经追击
这个节目确实不错, 讲本地经济,市场动态的, 不过现在住房没电视了,很久没看了, 关于房地产的值得看, 因为网上这方面信息很少.提醒你,收看财经追击的节目时间到了。U频道7pm。1,拥车证配额减少
新加坡45%家庭拥有车辆。
新加坡12%的土地拿来建了道路。
新加坡将控制车辆数量。
拥车证标价逼近10万元大关,你认为拥车证制度应该做哪些调整好让标价恢复到以往的平均水平?
投资专家怎样看今年投资市场的表现?2,2013年股市展望
美国经济今年比去年要好,美国房地产复苏。
2013年偏重投资股票。
只要印钞不止,黄金就值得投资。因为钞票可以印,黄金不可以印。节目之后,拜一涨了点,然后四天又跌下来了,不给力啊3,我国将建2条新地铁线,将对房价造成怎样的影响?
暂时不会对地铁线周围房价有多大的影响,因为建地铁的时间长、噪音影响大。4,股票推荐——【凯德商用产业】和【以斯拉控股】CapitaMalls Asia (CMA) announced that it has been awarded a retail mall land site in Wuhan, China for RMB660m (S$128m) or RMB2,700 per sqm.
In OCBC’s view, the price paid for the site appears to be fairly decent though it sees limited RNAV accretion from this acquisition at this junction.
From the perspective of capital deployment, OCBC continues to favor CMA for executing sharply on a well thought-out strategy: active capital deployment into its growth market China through deepening its operational presence in key cities, such as Shanghai, Beijing, Chengdu and Wuhan.
OCBC maintains BUY with an increased fair value estimate of S$2.55, versus S$2.16 previously.
While 1Q13 results disappointed, DBS believes Ezra’s quarterly earnings profile across FY13/14 would be bumpy, but generally trending upwards, driving a 175%/86% y-o-y recovery across FY13/14F.
This is supported by its large subsea and yard orderbook, which stand at US$930m/US$224m respectively, as well as improving profitability of its Subsea and Offshore Support divisions in the coming quarters.
DBS maintains its BUY call with TP raised to S$1.58 (prev S$1.30) as it rolls forward its valuation to FY14F, pegged to 1.15x P/BV (prev 0.9x FY13 P/BV), in line with its historical average valuations post-GFC.节目太短。。。联合环境今天发力了,目前涨了4.4%.你想要多长?拍电影?去董素华的Facebook给她留言吧。联合环境接着涨,猛冲了。7%了呵呵, 是的,我刚也注意到了~~~
昨天节目推荐的capitalmallasia 今天也有涨,呵呵~~~多谢米版啊~~~
之前的新闻,KKR 追加投资,确认信心~~ http://www.reuters.com/article/2 … USTRE7700BI20110801我觉得以斯拉现在1.165元倒可以介入。回调时,就是很好的买进时机。capitalmallasia 这只股票今天涨一点点,不算涨。capitalmallasia 走势很闷。今天的财经追击节目讲了股票的技术分析——MACD、随机指标和强弱指标。
股票推荐了2支——SGX和吉宝。MACD其实很复杂的,但是在技术分析专家讲来,似乎很简单了。
我也经常用到MACD这一个指标。但是不是很准,特别是转弯的时候。股票推荐—–【吉宝企业】Keppel Corp (KEP) posted headline net profit of S$2.2bn (+15% y-o-y) for FY12 on topline of S$14.0bn (+39% y-o-y). Stripping out fair value and divestment gains, core net profit was S$1.9bn (+28% y-o-y) – in line. O&M performed within expectations, with EBIT margins stabilizing at 13.7% (-8.6ppts y-o-y). While Infrastructure disappointed again on further provisions due to execution issues at KIE, …this was offset by improved performance from Keppel Energy and strong Property performance, mainly from sale of units at Reflections and higher associate contributions. KEP is also rewarding shareholders with a proposed 27.4 Scts dividend-in-specie of Keppel REIT units, on the basis of one unit for every five KEP shares held. This will bring FY12 cash dividends to 45Scts (FY11: 43Scts), and total DPS to 72.4 Scts (an attractive yield of 6.4%), a record for the group. O&M orderbook stood at S$12.8bn (Dec 12) with potential upside from the Naftogaz semisub orders worth US$1.2b. Backed by a record delivery of 22 newbuilds in 2013, there’s scope for productivity gains, signaling a bottoming of O&M margins. Keppel stands out with an attractive record dividend payout and yield of 6.4%, demonstrating its consistency in unlocking value for shareholders. Maintain BUY on raised SOTP-based TP of S$13.00.股票推荐——【新加坡证券交易所】
2Q13’s results were within PhillipCapital’s expectations, while the phenomenal 16.9% q-q, 30.5% y-y, increase in Derivatives Daily Average Value (DDAV) was a big positive. PhillipCapital’s main takeaway from this set of results was the y-y improvement in both Securities Daily Average Value (SDAV) and DDAV, although SDAV was weaker q-q from a seasonally stronger 1Q13 further boosted with one-off la…rge transactions. Based on global trends indicating 1. A shift from debt to equity markets, 2. PhillipCapital’s Macro Analysts’ positive view of the equity markets, and 3. SGX’s attractiveness based on infrastructure, offerings and better corporate governance listing requirements, PhillipCapital is positive on SDAV remaining at recent elevated levels, as investors increasingly enter into the equities market. They also expect DDAV to similarly continue growing from improving market sentiments, attractive product offerings, and solid infrastructure.上个星期的股票推荐似乎不尽人意.刚刚7pm【财经追击】节目的内容——————-1,年货市场
你买年货了吗?这个周末买,还是等到年除夕?今年的年货市场热不热闹?2,2030年,我国人口预计690万人。这会怎样影响你、我、商家和经济?
节目中说,商家的生意将会变好.因为增加人口,市场变大了.还说【相同面积大小的店铺,香港的营业额是新加坡的1-2倍.因为人多.】跟风定了一些手工制作的糕点,买了年花,银柳,还有贴画。大年夜吃的东西还没准备,主要是战斗力不行,买多吃不掉会非常头疼。3,随着人口白皮书推出的相应配套措施的住宅白皮书.
节目中说了推出的住宅区地段,我只记得加冷河畔还有榜鹅东(还是盛港东)?4,股票推荐———–【升禧环球房地产投资信托】和【联合工程】4Q12 gross revenues and net property income of Starhill Global Reit grew c.2-3% q-o-q and y-o-y.
Higher income from its SG properties helps more than offset forex losses (Yen and AUD weakened by 10% and 3% respectively) and weaknesses in Chengdu performance (-13.9% y-o-y).
The trust retained S$0.6m for working capital this quarter, putting YTD amount at S$1.4m. Taking that into account and netti…ng off CPU (Convertible Preferred Units) distribution, 4Q12 DPU (Distribution Per Unit) rose by 12% y-o-y to 1.13cts. Full-year DPU came in at 4.39ct, which is on line with DBS Vickers’ forecast.
NAV rose marginally by 2% to S$0.96 as the revaluation gains for its SG and Malaysia property were eroded by forex losses.
Cap rates used for SG portfolio remained steady at 5.25% and 4.25% for retail and office assets, respectively.
DBS Vickers’ TP is raised to $0.89 as it factors in the acquisition of Perth Arcade, higher reversionary rents for SG portfolio and assumes conversion of CPU. Upside could come from one-off accumulated arrears in rents from Toshin’s lease and upwards rent review due in Jun13 (not factored in yet) or new acquisitions.
UE made a pre-conditional voluntary general offer at S$4/share for WBL, valuing the company at S$1.1bn.
The parties acting in concert are UE and Lee-family controlled entities, OCBC, Great Eastern and Lee Foundation. Lee-related entities own 38.3% of WBL.
The offer is for the remaining 61.7%. CIMB believes there is a tussle going on for WBL, with the Lee family using UE to wrest control from STC….
UE’s offer follows STC’s S$3.41 offer on 16 Jan 2013, where it amassed a 44.55% stake. This offer could be a negative for UE if not for the relatively low valuations that WBL is trading at.
CIMB thinks the objective could be to buy another 11.8% stake for majority control, worth c.S$130m – not a strain on UE’s balance sheet.
CIMB maintains the Outperform call. The company is still a strong investment property play (>70% of GAV).
CIMB sees potential for accretive asset divestments and redevelopment of old assets.
The stock in play is in no doubt, WBL. The risk to CIMB’s positive view on UE lies in it being the vehicle to fund a bidding war for WBL.3月23日的财经追击节目推荐的股票》  毅之安—-Ezion has secured a charter contract worth US$48.2m over three years to provide a service rig for an international oil company in the Arabian Gulf region. The rig should be ready for deployment before the end of 2013 after undergoing upgrading and refurbishment works. This is Ezion’s fourth charter contract for 2013, bringing YTD contract wins to US$290m. With a fortified balance sheet – following the recent issue of new shares and the divestment of its stake in the OMSA JV – and a robust pipeline of potential projects, DBS Vickers believes Ezion will continue to grow its project backlog and earnings stream. Maintain BUY for its high earnings visibility and undemanding valuations of 13x/ 8x FY13/14 PE against a solid FY12-14F estimated EPS CAGR of 67%. Target price is consequently revised up to $2.42. 迈达斯—-Management indicated that 1H13 will be challenging, but 2H could be stronger if things pick up. Visibility on how soon the Chinese government will award high-speed rail contracts remains low, but management is optimistic of the government’s commitment. Asian countries are planning to improve their connectivity by building high-speed railways to neighbouring countries and Midas is in a good position to ride on this trend. OSK DMG maintains BUY with a target price of S$0.75, based on 1.5x FY13 P/B.3月30日财经追击节目推荐的股票》吉宝——Keppel Corporation (KEP) announced that it has secured contracts to build four jackup rigs worth US$820m for Mexican drilling company, Grupo R. The rigs will be built to KEP’s proprietary KFELS B Class design and are scheduled for delivery progressively from 2Q15 to 4Q15. Recall that KEP also secured contracts to build two similar rigs for PEMEX in Dec last year for US$420m. As mentioned in OCBC’s earlier notes, the strong demand coming from Mexico is within OCBC’s expectations, as PEMEX plans annual capital expenditures of ~US$30b till 2019 to stem the country’s declining oil production. OCBC sees KEP as one of the beneficiaries of these developments. The group has secured new O&M (Offshore & Marine) orders worth about S$1.6b YTD, accounting for ~32% of OCBC’s full year estimate. Maintain BUY with S$12.68 fair value estimate on KEP. 佑玛战略——As violence spreads closer to villages 150km north of Yangon, the press has reported that authorities have imposed dusk-to-dawn curfews (18:00-6:00) in 3 more townships – Gyobingauk, Okpo and Minhla – following a state of emergency declared in Meiktila, the city where clashes were provoked by a small argument in a gold shop. DBS Vickers’s checks with Yoma, Sin Heng and other contacts based in Yangon reported no disruptions to their businesses in the city. Although onlookers fear that the upsurge might spread to Yangon, managements of the above companies expect the unrest to be contained. The political transition and liberalisation could have allowed some of these old fault lines to surface. The international community has urged the government to put an end to the violence. This remains to be seen. Although there were no physical disruptions to assets and operations and long term prospects of Myanmar is intact, DBS Vickers feels that caution and uncertainty could drag on property take up rates, especially in the case of Yoma. Hence, DBS Vickers maintains its HOLD recommendation on Yoma and no change to target price of S$0.80.

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