tag:blogger.com,1999:blog-2558835596101121602.post8249617318081602612..comments2024-02-29T13:59:08.383+08:00Comments on Singapore IPOs: STX OSV Holdings LimitedMr. IPOhttp://www.blogger.com/profile/16449331327581040185noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-2558835596101121602.post-9017699737705922302014-06-09T14:06:12.502+08:002014-06-09T14:06:12.502+08:00Admirable post.Thanks for making it public...updat...Admirable post.Thanks for making it public...updating us with the STX OSV Holdings Limited's offered stocks and <a href="http://www.epicresearch.sg/positional-stock-signals" rel="nofollow">Best SGX stock picks</a> for sale in its Initial public offerings.Anonymoushttps://www.blogger.com/profile/04799832774979747423noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-16858215141897857882011-02-05T07:35:42.344+08:002011-02-05T07:35:42.344+08:00Ho-ho-ho
Lots of smart-guy comments here.
Check ou...Ho-ho-ho<br />Lots of smart-guy comments here.<br />Check out this one:<br />http://sg.finance.yahoo.com/echarts?s=MS7.SI#symbol=ms7.si;range=1y;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;<br />Good luck with your future speculations...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-85254518871807914302010-11-16T15:43:57.582+08:002010-11-16T15:43:57.582+08:00Any views on Mewah International IPOAny views on Mewah International IPOAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-89376403691117135842010-11-12T11:39:54.963+08:002010-11-12T11:39:54.963+08:00Too bad i didn't any allotment, seems you need...Too bad i didn't any allotment, seems you need to apply for >100lots to be lucky!<br /><br />Any recommendation guys to hit the IPO........Alokhttps://www.blogger.com/profile/12974318731776181802noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-85845051512306191382010-11-11T19:48:45.440+08:002010-11-11T19:48:45.440+08:00Thank goodness the balloting ration showed 4.2x ov...Thank goodness the balloting ration showed 4.2x oversub. <br /><br />Also, parent hold 72%. And allotment given to 2 major shareholders (5% each). Total not for sale is 82%. <br /><br />Looking at the rest, majority is 50 lots and above. Hence, they are not those who will stag the market easily. <br /><br />Hence, since total in public hands is so low, this stock is gonna rise!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-70557775278416335282010-11-11T17:40:01.637+08:002010-11-11T17:40:01.637+08:00Everyone pls see the facts and figures and take in...Everyone pls see the facts and figures and take into acct the demand of the oil before following Pahlawan's comments.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-77881739533255585642010-11-11T10:58:41.961+08:002010-11-11T10:58:41.961+08:00err... my comments
(1)ever see the Sunday times i...err... my comments<br /><br />(1)ever see the Sunday times issue, while i was doing my own analysis i dint know it was delisted from oslo. There are so many cases of counters delisting from SGX to relist in HK as well, so dont think it is actually an issue.<br /><br />(2) i am not Pahlawan as this is my own view, and dont know who he is.. perhaps you want to ask him why he gives sharkfin for Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-63407199372190716672010-11-11T10:52:28.186+08:002010-11-11T10:52:28.186+08:00The recent Sunday Times issue has commented that t...The recent Sunday Times issue has commented that this is a "delisted" stock from the Oslo Stock Exchange. It was not successful in Oslo and now wants to try its luck here. <br /><br />Also, high PE at 35.3 and high PB deterred me from applying. <br /><br />Pahlawan has opened his mouth to say "avoid" for this counter.<br /><br />Wonder why you give 3 chillies for this counter ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-27889308264413134622010-11-10T23:40:36.743+08:002010-11-10T23:40:36.743+08:00Where (on the internet)can we find the latest IPO ...Where (on the internet)can we find the latest IPO balloting results?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-47581965710023416842010-11-10T21:32:41.661+08:002010-11-10T21:32:41.661+08:00hahaha i wish i know...hahaha i wish i know...Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-56208956677976847472010-11-10T18:57:43.717+08:002010-11-10T18:57:43.717+08:00Hi
Can I ask what is the intended selling price? ...Hi<br /><br />Can I ask what is the intended selling price? Is $1.13 a reasonable one?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-79581555274376903442010-11-10T00:39:13.923+08:002010-11-10T00:39:13.923+08:00wow, i never know got such info available on IPO, ...wow, i never know got such info available on IPO, thanks for the link! and thank you all for your participation...Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-3204328073234750272010-11-09T21:04:56.597+08:002010-11-09T21:04:56.597+08:00You may want to take a look at the following:
ht...You may want to take a look at the following: <br /><br />http://www.sgx.com/wps/portal/marketplace/mp-en/investor_centre/investor_guideAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-91831393136378828142010-11-09T18:43:52.222+08:002010-11-09T18:43:52.222+08:00this company has seriously low operating marginthis company has seriously low operating marginAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-24982673805328727122010-11-09T15:34:01.601+08:002010-11-09T15:34:01.601+08:00did someone audited the prospectus? what acct stan...did someone audited the prospectus? what acct standards they used hur?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-24265389757664834382010-11-09T11:52:35.146+08:002010-11-09T11:52:35.146+08:00I think if you look closely at the financial expen...I think if you look closely at the financial expenses in previous years, its usually quite substantial. However, for the 6 months of 2010, its very low. <br /><br />It leads me to believe that perhaps, the financial expenses are being deferred to the second half 2010. If that is the case, then second half 2010 will be in the red. In short, you cant really use 6 months 2010 as an indication ofAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-52578472350550990482010-11-09T00:10:31.935+08:002010-11-09T00:10:31.935+08:00Hi
If u read deeper into the propectus, the way t...Hi<br /><br />If u read deeper into the propectus, the way they receive payment is like how Singapore once does for its deffered payment scheme. It may be due to the 25% (an increment) from the previous they collected for 5%. Then it can also be due to orderbook rise as the oil demand peaked up resulting in an increase in order book.Hence, the financial revenue is needed. <br />If we ignore the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-36533879022113095872010-11-08T22:09:19.695+08:002010-11-08T22:09:19.695+08:00I did not really go through the whole prospectus, ...I did not really go through the whole prospectus, but have immediately noted that the jump in 2010 1H profit is mainly due to higher financial income and lower financial expense. May be this is some sort of creative accouting??? For prudent purpose, if we ignore the financial income and financial expense, it seems that the PER is not low also. Anyone can enlighten my thought?<br /><br />PHAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-1573630551332864862010-11-08T18:19:44.931+08:002010-11-08T18:19:44.931+08:00I think STX OSV might turned out to be a GEM.
Ac...I think STX OSV might turned out to be a GEM.<br /><br /><br />According to bloomberg: <br /><br />http://www.bloomberg.com/news/2010-11-07/stx-group-plans-ipos-for-cruise-ship-builder-china-yard-as-orders-rebound.html<br /><br />"STX OSV Holdings Ltd., which makes offshore vessels that support operations on oil rigs, may win about $3 billion worth of contracts this year, about quadruple Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-37057704061808477972010-11-08T12:51:14.824+08:002010-11-08T12:51:14.824+08:00In my opinion, i think that if they priced at lowe...In my opinion, i think that if they priced at lower end, it just means institutional investors do not want it as they company will be mainly controlled by STX. Their voice will be muffled, hence, they tend to avoid it. But come to think of it, since STX has deep pockets, mainly an almost full baby of STX will prevent it from collapsing in the event of any mishapsKYHnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-83127444377567702192010-11-08T12:00:11.989+08:002010-11-08T12:00:11.989+08:00Hi there. I had did a comparison. There is a few f...Hi there. I had did a comparison. There is a few facts that I think all should know.<br /><br />1) STX OSV is a market leader in this field. <br />2) In STX Europe, it is the ONLY profit generating unit in that company, that's explains why they are listing it. From here, we can see that the Koreans from STX are actually honest ppl.<br />3) If we mark up with PB, PE, Dividend yield, you will Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-26674212083453545062010-11-08T08:42:22.191+08:002010-11-08T08:42:22.191+08:00kind of discomforting.
if it is a really worthy ...kind of discomforting. <br /><br />if it is a really worthy buy, it ought to be oversubscribed by institution/corner stone investors.<br /><br />however, it isn't so. in fact, it is being priced at the lower end...<br /><br />then again, considering the numbers relative to its peers, it's actually quite attractively priced...<br /><br />feels like a trap, wondering if the big fishes know Artxyhttps://www.blogger.com/profile/06702349588199942741noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-4358403938995659822010-11-07T19:19:34.964+08:002010-11-07T19:19:34.964+08:00hmmm...perhaps why it is priced at the lower range...hmmm...perhaps why it is priced at the lower range of the book building price is because the IPO sentiments have turned "sour"? hahaha... anyway, this IPO sentiment sour thing is just my gut feel and personal view.....Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-19741276290652180102010-11-07T17:12:21.151+08:002010-11-07T17:12:21.151+08:00I will give this a miss due to the price being pla...I will give this a miss due to the price being placed at the lower end of 0.79 cents. The demand may not be so attractive for private placement thus such a compressed price. Doesn't sounds fairly priced, but take this gamble if you have quick sell-reaction on the first day of trading...ipo-maniacnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-61530124286388517882010-11-07T16:34:20.383+08:002010-11-07T16:34:20.383+08:00Excellent questions from both.
Pricing is usuall...Excellent questions from both. <br /><br />Pricing is usually based on institutional demand as "they" set the price. If you look at the MIT and GLP cases, the demand were so great that the book closed earlier than indicated. In the case of STX, the demand from institutions are weaker, but they are no fools either. They will only subscribe to the IPOs if they think that they are going toMr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.com