Watch Lists 观察名单 (Dec 2010)

Watch Lists 观察名单

List 1 for mid-long term hold (GLC/blue chips): KepCorp, SembCorp, (SPH, F&N), ..
List 2 for mid-term growth (small-mid cap/growth): Euyansang, OSIM, Biosensor, Mewah, (UE), ..
List 3 (trust/dividend play, 5%+): CCT, P. Life Reit, (Ascott); M1, ..
List 4 (speculative/trading play): GAR, Gent SP, (HL Asia), ..
List 5 (laggards): Kim Eng, (SGX, HL Asia), ..

Watch Lists by Sector:

List A (China play): China AniH, (Ch.XLX, consumer sector-HKEX-listed: Sa Sa, Giordano, Tongfend Motor, ..)

List B (marine & shipping): KepCorp, SembMar, Cosco
List C (banks): OCBC; HKEX-listed China banks: CMB 3968, CCB 939, ABC 1288, ..
List D (props): UOL, KepLand, SingLand, HK Land, ..

Sectors to overweight: commodity, health, offshore & marine (O&M), ..

.......................... Comments and ideas welcome! ..........................
/update: 25-12-2010 10:20

Market News 市场动向

(: Merry X'mas to all fends ;)

There should be low activity during the holiday season until the 2nd week of the new year.

03/12/2010 16:04

港股臨尾急回，跌１２８點收２３３２０穿５０天線，成交８５１億

　　《經濟通 通訊社３日專訊》港股今早高開１０７點，更一度高見２３６１１點，其後雖未見
上升動力，現牛皮格局，但午前仍守穩５０天線以上（２３４２１點）。 惟至收市前２０分鐘，
恆指倒插，更失守５０天線支持位，最低造過２３２８６點，以近全日低位２３３２０點收市，
下跌１２８點或０﹒５％， 主板成交縮窄，較上日減少８％，僅得８５１﹒８８億元。國指收報
１２９３７點，跌１５０點或１﹒１％。
　　恆指４５隻成分股中，１１隻上 升３４隻下跌。恆指公司今日收市後調整恆指成分股比重當
中，滙控（００００５）的恆指比重將由１４﹒２３％增加至１５％，今日股價逆市上升
１﹒４％， 報８１﹒２元，為恆指貢獻４４點。同樣獲增加比重的港交所（００３８８），今日
繼續上揚，升０﹒８％，報１８４﹒４點，為恆指貢獻６點。另一重磅 股中移動（００９３９）
則報跌１﹒５％，以７﹒１元收市。
　　中國計劃安排建設保障性住房和各類棚戶區改造住房１０００萬套。市場憧憬中 國建築
（０３３１１）將會接獲更多保障性住房項目，股價被推升５％，報７﹒２７元。
　　水泥股亦一同受惠，山水水泥（００６９１）及華潤 水泥（０１３１３）齊升近４％，分別
報６﹒４元及６﹒１１元。中國建材（０３３２３）亦升１％，報１７﹒９２元。受惠有項目獲得補 貼，太陽能板塊連日造好，陽光能源（００７５７）今日漲９％至 １﹒９１元；卡姆丹克（００７１２）及興業太陽能（００７５０）漲逾分別４％及 ７％，同創新高，報３﹒１８元及５﹒７７元。。
　　建行供股權（０２９４８）今日最後買賣， 建行（００９３９）跌１﹒５３％報７﹒１元，
供股權收２﹒７３元跌近３％。
　　中央限價政策繼續拖累煤炭股，中煤（０１８９８）及神華 （０１０８８）跌約３％，收報
１１﹒７２元及３０﹒６５元。合約煤佔比較低的兗煤（０１１７１）則微升０﹒９％，造
２１﹒６５元。
　 　新股十方（０１８３１）首日掛牌，以接近全日低位收市。收市報２﹒６５元，較招股價
３﹒０３元低１２﹒５。（ｍｗ）

Fri, 03 Dec 2010 17:30

THE Straits Times Index dropped 0.8 per cent to 3,172.44 at the close, after rising as much as 0.6 per cent earlier.

Shares on the measure trade at an average 15.4 times estimated earnings, compared with about 17.4 times at the beginning of the year.

Among the most active shares, CNA Group sank 6.5 per cent to 21.5 Singapore cents,Genting Singapore climbed 2.5 per cent to S$2.09, while Olam International climbed 2.6 per cent to S$3.15. - Bloomberg

Read more: SGX: Benchmark index drops 0.8pc http://www.btimes.com.my/articles/SingSing4/Article/#ixzz178CfsWJq

STI extends rally with 0.5% gain

The FSSTI ended 0.5% higher to 3,198.0 as investors enter the market for bargain hunting, partly driven by strong performance in the US and European markets. Index component Golden Agri-Resources advanced 1.4% to S$0.75 as crude palm oil futures gained to reach a 28-month high in Kuala Lumpur. In the broader market, gainers led losers at 314 to 165 with S$1.6b worth of shares changing hands in the session.

The US markets rallied for the second day with the DJIA up 1.0% to 11,362.1 and S&P’s 500 index rising 1.3% to 1,221.5. The major indexes closed higher as the pending home sales index rose 10.4% in October, signalling that the housing market is improving. Three stocks gained for every one that declined on the NYSE with 1.1b shares traded.

The FSSTI staged a rebound at a minor support of 3,118 during trading last week and has since advanced past the two moving averages and into the upward channel. While there are signs the technicals are turning positive with moving averages and MACD on the verge of indicating a buy signal, we remain cautious as the index must breeze past the next resistance at 3,218 so as to not develop into a head and shoulder formation. Support remains at 3,118.