Monday, June 30, 2008

新加坡股市收盘下跌,因人气疲软;可能会进一步下挫

新加坡股市周一收盘小幅走低,因近期股市疲软走势以及油价创新高导致投资者茫然不知所措。

新加坡海峡时报指数收盘跌8.37点,至2947.54点,跌幅0.3%。

惊慌失措的投资者在早盘指数升至高点2986.53点后选择离场。少数上涨股勉强缩小了大盘的跌幅。

海峡时报指数30只成份股中,21只下跌,1只持平,8只上涨。

整体股市,203只股票走高,340只股票收盘下跌,说明大盘总体人气疲软。

股市交投清淡,成交量与上周五的10亿股持平。

分析师称,市场根基仍不牢固,未来数周充满下行风险。

世界十大未解之迷-UFO之迷

Sunday, June 29, 2008

进军美新澳赌场

询及云顶未来的拓展活动,梁铭隆不排除进军更成熟的赌场市场,如拉斯维加斯,近期更在美国待了一个星期,考量买地或收购赌场及上市赌场公司的可能性:“我正在寻找机会,不过现在还是言之过早。

“美国方面的价格变得越来越具吸引力,我相信在未来6至8个月内,会有更多更具吸引力的机会。”

澳门普华永道会计师事务所的博彩业研究主任大炜格林预测,亚洲值数十亿的赌场领域,每年拥有15%增长。

自从新加坡决定撤销赌场管制后,其他区域内的国家,如泰国及日本,也开始步其后尘。

据悉,日本与云顶已进行有关新加坡圣淘沙度假村的洽商活动,而前者可能有机会将同样的模型复制在日本当地。

针对与此,梁铭隆仅透露,云顶将会继续寻求任何区域内及全球的赌博业务。 “我们也可能放眼至澳门地区,尽管目前全球最大的赌场市场说过不会再颁发任何赌场执照,澳门仍旧是另一个潜在机会。”

38亿押注筹码 他补充,云顶有可能通过与执照拥有者建立伙伴关系、或以“收购执照拥有者”的方式,进军澳门市场,云顶已经做好准备,其在截至2007年杪时,共有12亿美元现金(约38亿4千万令吉),是其中押注的筹码。

当然,市场内的挑战也仍然存在。

一旦新加坡两家大型赌场投入运作,加上亚洲其他国家开放这个领域,云顶需要捍卫其云顶高原作为集团皇冠上珠宝的地位。

“预料今年将会斥资超过1亿2千500万美元(约4亿令吉)予度假村升级工作、专注在饮食分行、主题公园及高档酒店上。

云顶是大马唯一拥有执照的赌场,必须按季更换。

Source

新加坡赌下一个未来


云顶集团进驻新加坡圣淘沙,将在圣淘沙兴建结合环球影城、顶级饭店及豪华赌场的综合度假村,总投资高达60亿星元的圣淘沙名圣世界,已成为新加坡发展观光的新希望。


相对于高度开发新加坡本岛,拥有丰富自然资源和美景的民丹岛,被新加坡政府规划为具有休闲功能的后花园。随着新加坡政府发展赌场经济,民丹岛的开发也将加快脚步。

站在新加坡Mandarin Oriental饭店的房间向外望,滨海湾金沙综合度假村正如火如荼兴建中,二、三部工程用起重机同时作业的景观,令人惊叹。看到这个情景,游客一定忍不住要拿出相机拍照。
新加坡旅游局官员说:「滨海湾金沙的地基都打好了,未来,将以一天一层楼的速度全力赶工,预计今年年底前,就能看见滨海湾金沙的雏型。」

随着大陆崛起,制造业移向中国大陆发展,新加坡决定加码投资观光服务业,希望未来观光业产值能成为新加坡排名前三大的产业。

在争取迪士尼落脚失败后,新加坡政府痛定思痛,陆续引进美国金沙集团及马来西亚云顶集团,并投入上千亿星元经费兴建F1一级方程序赛车场及大型摩天轮(新加坡之眼)后,各种国际上最热门的娱乐到齐,让原本民风保守的新加坡,转眼间变成身着华服、品味特殊的贵妇。

2007年造访新加坡的旅客计1,030万人次,平均停留3.59天,新加坡饭店住房率高达87%,平均房价约202星元,旅游收益大约138亿新元。新旅局规划,西元2015年造访新加坡旅客可达1,700万人次,旅游的收益可达300亿星元。

新加坡政府将国际博彩集团视为发展观光产业重要协作伙伴,企图通过开放赌场引进亚洲各国观光客注意,再创观光产业高峰。除了由美国拉斯维加斯金沙集团投资50亿星元,预计在2009年中完工的滨海湾综合度假村(Marina Bay Sands );另由马来西亚云顶集团投资60亿星元,预计在2010年完工的圣淘沙名胜世界(Resorts World at Sentosa)。

世界两大赌场进驻

为创造话题,吸引更多观光客前往新加坡,新加坡政府大手笔投资各项观光硬条件,如造价高达2.4亿美元,3月才刚开幕的新加坡飞行(The Singapore Flyer)摩天轮;以及即将在9月底举行第一场赛事的F1方程序赛车。

新加坡政府也进行新一波的市容整建计画,重新打造乌栉路,并将101公顷的海湾地区,改造成海湾花园;旧高等法院和市政府大厦将改建为新国家艺术馆,预计在2012年开幕。还有投资8亿星元,预计在2011年开幕的新加坡运动娱乐中心。

据了解,两大赌场综合开放案大约引进了新台币4,000多亿元投资,完全由业者自行筹措,新加坡政府只提供土地。当前新加坡观光产业产值,只在所有产业中排名第七,在赌场和其他硬条件陆续开幕后,预估未来观光业产值可前进至前三名。

金沙主攻商务客

最近刚开端使用的新加坡飞行,一开端营运就成为亚洲各国的焦点,和一般摩天轮不同,新加坡飞行采大型包厢设计,可以容纳多人,里面还有空调,可远眺整个新加坡海湾。新加坡旅游局表示,在试营时,就有企业包下多个包厢招待员工,农历年时,还有公司为了讨吉利,在包厢内举行捞金鱼比赛;还有许多新人打算在摩天轮举行婚礼,正式营运后,预估每年可以吸引250万名游客。

面对新加坡政府大手笔的投资,许多新加坡人都显得信心足。一位在游乐区任职的员工表示,虽然物价高涨,大家都觉得经济压力很大,但只要一想到赌场正式营运后,新加坡经济就可一飞冲天,大家都很开心,对未来充满希望。
这两个大型赌场开发案,堪称观察亚洲发展博弈产业的最佳实例。新加坡旅游局帮助,这两个赌场各有不同风格,金沙综合娱乐城以商务客为主,锁定各种大型国际会议和会展;而包含环球影城、海洋公园及海事博物馆等娱乐设施的圣淘沙名胜世界,则锁定家庭和商务客。

金沙的赌场和澳门类似,将采开放式经营;而圣淘沙名胜世界的赌场则设置在最顶级的旅馆中,走高单价路线,目标锁定出手大方的豪客。据了解,圣淘沙名胜世界的赌场将设在最顶级的Maxims Residences旅馆内,占地约1.5万平方米,根据云顶集团的规划,这个赌场将采会员制,初期只邀请云顶集团的VIP客户消费。
圣淘沙走高单价
圣淘沙名胜世界表示,初期锁定的是企业会展客户,只要客户提出需求,他们都会想办法达成,圣淘沙名胜世界拥有顶级会展设施及各项娱乐设施,只要客户有需要,要环球影城晚上开门营业也没有问题。

环球影城工程花落中国京冶

本报讯 (记者刘珊云)昨天,中国冶金科工集团宣布,世界第六座环球影城——新加坡环球影城总承包工程花落旗下中国京冶工程技术公司,中标工程总额达36亿元,于2009年10月31日完工,2010年开业。这也是中资建筑企业在新加坡获得的最大规模的承包工程。
  
据了解,此次承包工程业主为新加坡圣淘沙名胜世界私人公司,“圣淘沙名胜世界”由云顶国际投资建设,位于新加坡的圣淘沙岛,是一座新建的综合娱乐城项目,预计2010年开业。


Source

Saturday, June 28, 2008

新闻节目抓拍到最清晰的UFO舰队

New drive-in admission to Sentosa from July


DRIVING to Sentosa will be a breeze when a new cashless payment system kicks in from July .
The existing gantry booths at the entrance to the island at Sentosa Gateway will also be relocated and shifted further in to ease congestion near the Telok Blangah junction.

Admissions to the island from next Tuesday will be processed at new gantry booths which have been set up about 400m after the vehicular bridge, said a statement from Sentosa Leisure Group on Thursday, announcing the changes.

After drivers cross the Sentosa bridge, they will coast along on a two-lane road which will fan out into seven lanes to expedite entry. Six lanes will be operational from July 1. A seventh lane will open next year.

The new gantry booths will continue to be manned by Sentosa's Admission Hosts.

To facilitate entry, drive-in guests will pay for their island admission and vehicle charges via the CashCard inserted in their in-vehicle unit. Deduction for Malaysian registered vehicles will be done using the Autopass.

The admission rates which are $2 per person and $2 per vehicle remain unchanged for now.

To keep the traffic flow smooth, Sentosa is calling on all guests who drive in to ensure they have sufficient value in their cash cards.

The cashless admission system is part of Sentosa?s long-term traffic management plan.

Explained Mr Low Tien Sio, Executive Director of Special Projects, 'We are bolstering the island infrastructure for a much bigger capacity, and going electronic will help bring about faster through-put at admissions, and hence keep the traffic flowing smoothly.'

The new electronic system will cut the average processing time from the current 1 minute to 10 seconds, said Sentosa.

An average of 1,000 passenger vehicles carrying leisure guests pass through admissions on weekdays, and the number goes up to about 3,000 vehicles on weekends.
下月起 开车进入圣淘沙将改用现金卡付费
新加坡讯)从7月1日清晨6时30分起,圣淘沙岛将改用无现金的收费系统,让驾车者及德士乘客使用现金卡支付入岛费。
  
圣淘沙岛的入岛费维持不变,改变的只是收费形式,以减少车辆通关付费所需的时间。
  
当无现金收费系统启用时,通往圣淘沙的入口道路将增至6条车道,方便驾车者进入圣淘沙。另一条巴士车道则预计在明年启用。
  
原本设在新加坡本岛上的收费站也将停止使用,新收费站将往圣淘沙岛内移,以避免直落布兰雅路(Telok Blangah)交界处的交通过于拥挤。
  
这一系列舒缓交通流量的措施,旨在多管齐下应付2010年圣淘沙综合度假胜地开幕后的车辆流量。

The Mummy Tomb of the Dragon Emperor Trailer (木乃伊3:龙之诅咒)

Friday, June 27, 2008

Brokers' Take


CapitaLand
June 26 close: S$5.69
BNP Paribas, June 26
CAPITALAND has acquired 61.9 per cent of the total retail strata area or 510,418 square feet and the car parks of Sungei Wang Plaza in Kuala Lumpur. At a purchase price of RM595 million (S$250 million), this works out to RM1,166 per square foot (psf), excluding car parks.
The freehold mall is strategically located in Kuala Lumpur's prime shopping belt, Bukit Bintang.
The mall has close to 100 per cent occupancy and attracts 24 million visitors each year. Anchor tenants in Sungei Wang Plaza include Parkson Grand, Giant Supermarket and McDonald's. It is understood that the rental yield is higher than 6.5 per cent, and CapitaLand has issued medium-term notes at a rate believed to be around 4.5 per cent, to fund the acquisition.

For comparison, Starhill Reit's Lot 10 shopping mall, which is located directly opposite Sungei Wang Plaza, is valued at RM402 million, or RM2,309 psf of net lettable area (as of May 2008).
Though the quality of Sungei Wang Plaza is not comparable to Lot 10, due to its ageing condition (it opened in 1977), we think the price is reasonable (50 per cent discount to Lot 10). Also, there is the potential of asset enhancement after the injection into a proposed Reit, which should boost the valuation of the mall significantly.

A RM2 billion retail Reit is on track by end-2008: Sungei Wang Plaza, along with the two malls acquired by CapitaLand in August last year - Gurney Plaza in Penang and Mines Shopping Fair in Selangor - will form the seed assets for the proposed Malaysian Retail Reit.

Collectively, the three assets amounted to RM2 billion, potentially making it the largest Reit in Malaysia. CapitaLand is on track to launch the Reit by end-2008. We believe that CapitaLand will potentially receive higher gain if the asset enhancement of Sungei Wang Plaza is done prior to the injection into the Reit. Asset enhancement is already in progress for the first two assets and is scheduled to be completed by year-end.

Negligible EPS impact; reiterate 'buy': We remain confident that its expansion in the region will continue due to its well-capitalised position. We reiterate 'buy' on CapitaLand, with our target price maintained at S$7.67, equivalent to our estimated RNAV.
BUY

Indofood Agri Resources
June 26 close: S$2.55
DMG & Partners Securites, June 26

KNEE-JERK reaction to higher crude palm oil (CPO) export tax and weaker Malaysian CPO export data: Indofood's share price fell on Wednesday, together with the other Singapore-listed palm oil companies, when news of higher Indonesian CPO export tax levied for July and weaker Malaysia CPO export data broke.
Indonesia's trade ministry raised the base price used to calculate the CPO export tax from US$1,105 per tonne in June to US$1,144 per tonne in July. The tax rate on CPO shipments will be raised from 15 per cent to 20 per cent accordingly.

According to the independent surveyor, Intertek Agri Services, Malaysia's palm oil exports for the period June 1 to 25 declined 9.4 per cent from the prior month to 899,300 tonnes. For the same period in May, Malaysia exported 993,100 tonnes of palm oil.

Selldown overdone, outlook still positive: We are of a view that the sharp selldown is unwarranted as we have already factored in the higher tax rate in our earnings forecasts. In addition, the macro outlook remains positive.
According to the United States Department of Agriculture's projections, global palm oil consumption for 2008/2009 will grow 6 per cent, reaching 42.7 million tonnes.

On the back of forecast growing demand of palm oil from India and China and persistently high petroleum prices, CPO prices are likely to remain at favourable levels, currently at around RM3,553 (S$1,491) per tonne.

Maintain 'buy', fair value of S$3.34: With the global trend of higher consumption and usage of palm oil and the present high CPO price of about RM3,553 per tonne, we believe that Indofood will continue to enjoy the present conducive environment, especially with its high ratio of mature acreage.

This being so, we are maintaining our 'buy' rating and fair value of S$3.34, using a PE of 14 times (in line with the Singapore and Malaysian plantation companies).
Although Indofood's share price has risen 11.7 per cent since our initiation on the platter as at end-May, our fair value of S$3.34 potentially translates into an additional upside of 29.5 per cent from its closing price of S$2.58.
BUY

SingTel breaks new ground with CEO plan

It is also to reduce to 10% the shares it can issue under a general mandate


(SINGAPORE) Singapore Telecommunications (SingTel) has proposed that its group chief executive, as a director, be subject to the same provisions as the rest of the board - once again taking the lead in raising corporate governance standards.

In addition, Singapore's biggest listed company has agreed to reduce to 10 per cent from 15 per cent the amount of shares it can issue under a general mandate - which has been a contentious issue for minority shareholders worried about dilution.

In its annual report sent to shareholders yesterday, SingTel proposes to amend its Articles of Association to subject the group CEO, as a director, to the same retirement by rotation, resignation and removal provisions as other directors. And 'such provisions will not be subject to any contractual terms that he/she may have entered into with the company'.

At present, the CEO, as a director, is subject to the same retirement by rotation, resignation and removal provisions as the other directors of the company - but this is subject to any contractual terms the person has with the company.

SingTel spokesman Chia Boon Chong declined to reveal the contract terms of Chua Sock Koong, who joined the board in October 2006 and was made group CEO on April 1, 2007.

'This alteration is to make it clear that the CEO, as a director, is subject to the same retirement by rotation, resignation and removal provisions as the other directors and that such provisions will not be subject to any contractual terms that they may have entered into with the company,' Mr Chia said. 'This is part of SingTel's policy to continually assess and improve on its corporate governance practices.'

On the share issue mandate, SingTel is asking shareholders to allow it to lower to 10 per cent from 15 per cent the number of new shares it can issue in a year.

Singapore listing rules allow companies, subject to an annual vote, to issue up to 20 per cent new shares without the need to get additional shareholders' approval, usually for the purpose of funding an acquisition or increasing capital. In Australia, where SingTel is also listed, the share issue mandate is 15 per cent.

But minorities are not happy with this as it dilutes their stake. At SingTel's past shareholders' meetings, this resolution has attracted the highest number of 'no' votes - though parent Temasek's votes have ensured it got through.

'The directors believe that a lower sub-limit of 10 per cent . . . will at present sufficiently address the company's need for flexibility to raise capital and pursue business opportunities whilst providing shareholders enhanced protection against dilution,' SingTel said.

Hugh Young, managing director of Aberdeen Asset Management, said that it is reasonable for a company to have a mandate, which is especially useful when it comes across an acquisition and may have to act fast.

'It's a question of quantum,' he said. 'We do typically vote in favour of 10 per cent - it is within our levels of comfort. Anything over 10 per cent, we are against.'

Mr Young said that his fund owns SingTel shares and has voted against the share issue mandate in the past. But he is full of praise for SingTel's latest moves on improving its corporate governance practices.

'I must not be so laudatory, but they are pretty much a paragon of virtue when it comes to corporate governance,' he said.

Olam to trade wheat, barley, canola in Australia

Olam International Limited on Friday said its subsidiary, Queensland Cotton Holdings (QCH) will open a marketing office in Melbourne on July 1, 2008 to trade in wheat, barley and canola in Australia.

CEO of QCH, Richard Haire said: 'On July 1, 2008, we will open a grain marketing office in Melbourne to trade and export wheat, barley and canola.'

'This move is also consistent with Olam's overall strategic thrust into the Australian agricultural sector by entering into new attractive, related product adjacencies, such as the grains, edible nuts and dairy businesses,' he added.

The Australian government has recently passed legislation to liberalise the wheat industry in the country and is preparing a new bulk wheat export marketing system to be in place by July 1, 2008. QCH will be applying for an export accreditation under this new legislation.

QCH's acquisition of Mt Tyson Seeds in 2003 has since taken the company into the Queensland and northern New South Wales pulses and niche grains markets. QCH also has the broadest ginning and warehousing footprint in Australia which will provide infrastructure and logistics support for the grains business.

QCH's new Melbourne office will be headed by Nathan Brown who has extensive grain trading experience from prior positions with Glencore, AWB and Cargill.

BT Newsroom

SingTel pays $141 mln for more Globe shares

SingTel has bought an additional 3.8 million Globe Telecom shares from Ayala Corporation for 4.6 billion pesos (US$102.8 million).

The acquisition will raise the Singapore telco's stake in Globe -- the second-largest Philippine phone company -- to 47.34 per cent from 44.47 per cent.

Ayala plans to reinvest the 4.6 billion pesos from the sale in its electronic manufacturing and outsourcing businesses, it said in a statement on Friday.

Manila-based Ayala also owns the nation's largest bank by market value and the largest builder.
'Our value as a holding company lies in our ability to re- allocate and turn over capital in order to start new investment cycles,' Ayala chairman and chief executive officer Jaime August Zobel de Ayala said in the statement.

BT Newsroom

Sino wins US$28.6 mln China contract

Sino Construction Limited today said its subsidiary, Daqing City Dazheng Building Installation, has been awarded a contract worth RMB202 million (US$29 million) by Daqing Hi-Tech City Construction Investment Development.

The contract is for the construction of Daqing Service Outsourcing Industrial Park - Phase Two.
The work is expected to start in June 2008 and be completed in December 2008.

Sino said the contract is expected to contribute positively to the group's earnings per share or net tangible assets per share for the current financial year ending December 31, 2008.

BT newsroom

Genting launches online casino brand

KUALA LUMPUR: Genting International PLC has launched its first online casino brand, “CircusCasino.com”, in the United Kingdom.

Genting International managing director Justin Tan Wah Joo said “CircusCasino.com” would be operated by its unit Genting Stanley Alderney Ltd (GSAL) and it would offer a range of over 100 casino, card and table games.

“Players from around the world will be able to access “CircusCasino.com” and view the Play for Fun games. However, from launch only players from the UK, Isle of Man and Channel Islands will be able to deposit funds and Play for Real games,” he said.

On March 13, Genting International had announced that GSAL had received approval from the Alderney Gambling Control Commission for an online gaming licence.

Tan said the launch of “CircusCasino.com” was not expected to have any material impact on the consolidated net tangible assets and earnings per share of the company for the financial year ending Dec 31.


Source

Malaysia's Genting launches UK online gambling site

KUALA LUMPUR, June 27 (Reuters) - Malaysian gambling group Genting Bhd launched its first online casino brand, CircusCasino.com, in the United Kingdom, the company said on Friday.

Genting said its wholly-owned unit Genting Stanley Alderney Limited will run the site which gives players access to more than 100 casino, card and table games.

"Players from around the world will be able to access CircusCasino.com and view the Play for Fun games," Genting said in a statement.

However, only players from the UK, Isle of Man and Channel Islands can deposit funds and actually play the games, it said.

The entrance of Genting, which owns casino chain Stanley Leisure in the United Kingdom, has been seen as a vote of confidence for the online industry still struggling after internet gambling was effectively banned in the U.S. in September 2006.

Before being bought by Genting in 2006, Stanley failed with several costly attempts to build its own internet betting site.

The Kuala Lumpur-based casino operator may use the new site as a testing ground for potential launches in Asia where many countries are in the process of reviewing online gambling rules.

Genting owns Malaysia's sole casino license. It is currently building a $4.4 billion casino resort in neighbouring Singapore.

On the Malaysian bourse, Genting shares fell 3.5 percent to 5.60 ringgit by 0303 GMT in a broader market down 1.1 percent.

(Reporting by Soo Ai Peng; Editing by Lincoln Feast)

Source

新加坡股市收盘下跌,因美国股市下挫;油价创新高

新加坡股市周五收盘走低,前夜美国股市在创纪录的油价影响下暴跌,信贷市场也暴露出新的问题,这给新加坡股市的投资者带来心理压力。

在少量逢低买盘提振下,海峡时报指数收复了部分失地,收盘跌25.05点至2955.91点,跌幅0.8%,脱离盘中低点2922.87点。

30只成份股中有20只收盘下跌,整个市场共有409只股票下跌,173只股票上涨。

交投清淡,成交11亿股,与周四持平。

Gold hits 1-month high as world stocks fall

* Gold rallies to 1-month high on record oil
* Dollar holds near 3-week low against euro
* World stocks at 3-month low

By Raissa Kasolowsky

LONDON, June 27 (Reuters) - Gold rallied to its strongest level in a month on Friday as record oil prices, a weak dollar and tumbling world stocks boosted the metal's safe-haven appeal.

Gold climbed to $924.10 an ounce, its highest since May 27 and was at $922.00/923.00 an ounce by 0935 GMT, well above $912.60/913.60 an ounce late in New York on Thursday. World stocks fell to a three-month low as a fast deteriorating global inflation picture fanned concerns over the outlook for corporate profits.

"There seems to be a very clear link between people's worries over the economic outlook and investment in gold," said Daniel Smith, an analyst at Standard Chartered.

"The weaker dollar environment has also helped but there does seem to be a clear link between equities and gold. It's safe-haven buying."

In theory, rising energy prices boost gold's appeal as a hedge against inflation, while a weaker dollar makes the metal an attractive alternative investment.

Despite the gains, gold was still well below a lifetime high of $1,030.80 an ounce hit in March. Oil leapt to a new record near $142 a barrel on Friday, extending gains after surging nearly 4 percent in the previous session.

The dollar steadied after sliding in the previous session but held near three-week lows versus the euro. The U.S. currency had dropped as investors reduced their expectations for a Federal Reserve rate hike this year, and as U.S. stocks tumbled.

"After the Fed came in and talked about its inflation concerns the market now sees the possibility of rate rises as relatively low and that is really starting to pull on the gold price which is particularly sensitive to FX and global rates," said Daniel Hynes, metals strategist at Merril Lynch.

Investors will closely monitor key U.S. data to find out more about the health of the economy. U.S. May personal income and consumption data are due at 1230 GMT and Reuters/University of Michigan consumer sentiment data for June due at 1355 GMT.

In industry news, the market also kept an eye on the supply side threats. In Peru, miners are going ahead with a plan to strike for better benefits starting on Monday.

Spot platinum rose to $2,065.00/2,080.00 an ounce from $2,057.50/2,077.50 late in New York. Spot palladium rose to $466.50/474.00 an ounce from $464.00/472.00 an ounce.

Silver edged up to $17.40/17.46 an ounce from $17.22/17.28 late in New York.

(Reporting by Raissa Kasolowsky; Editing by Peter Blackburn)

Thursday, June 26, 2008

新加坡股市收盘下跌,受获利回吐拖累;股市倾向于走低

新加坡股市周四收盘下跌,回吐早盘涨幅,因投资者在对滞胀担忧情绪的影响下削减头寸且美国股指期货疲弱拖累市场人气。

DBS唯高达(DBS Vickers)在一份研究报告中表示,通货膨胀担忧情绪继续抑制乐观人气,并补充称,海峡时报指数近期倾向于走低。

海峡时报指数收盘下跌5.67点,至2980.95点,跌幅0.2%。

30只成份股中有14只收盘下跌。

大盘方面,351只股票下跌,207只股票上涨。

市场交投继续保持清淡,成交量为11亿股。

周三成交量约为10亿股。

US STOCKS-Fed's steady on rates, oil drops and market gains

* Fed keeps benchmark fed funds rate unchanged
* Boeing shares slide on Goldman rating
* Oil falls over $2 on unexpected rise in crude inventory


By Kristina Cooke

NEW YORK, June 25 (Reuters) - U.S. stocks rose on Wednesday, as the price of oil declined, while the Federal Reserve held its key interest rate steady and reduced expectations for a rate hike at its next meeting.

The S&P 500 and Nasdaq rose more than the Dow, which was little changed. Boeing Co weighed on the blue-chip Dow average after Goldman Sachs recommended investors sell the plane maker's shares, given falling orders and high fuel prices.

The Fed boosted optimism among stock investors when it said in its accompanying statement that downside risks to growth appeared to have diminished somewhat.

It was the first time the U.S. central bank has held rates steady since embarking in September on a series of rate reductions to stimulate an economy grappling with a housing downturn and credit crisis.

"The market seems to be reading into it that we're not going to get an aggressive increase in interest rates soon, that it's steady as she goes in terms of monetary policy," said Craig Hester, CEO of Hester Capital Management in Austin, Texas.

The pullback in oil prices added to the positive mood as did a stronger-than-expected quarterly profit from Jabil Circuit, a contract electronics maker. Jabil's stock shot up about 16 percent.

The Dow Jones industrial average .DJI edged up 4.40 points, or 0.04 percent, to close at 11,811.83. The Standard & Poor's 500 Index .SPX rose 7.68 points, or 0.58 percent, to 1,321.97. The Nasdaq Composite Index .IXIC rose the most, up 32.98 points, or 1.39 percent, at 2,401.26.
Boeing shares tumbled 6.9 percent to $69.94 and were the top drag on the Dow.

The nosedive by Boeing's stock helped tip the Dow briefly into negative territory in the final half hour of trading, but the Dow managed to reverse that to eke out a tiny gain for the day.

Among tech stocks, iPod maker Apple Inc gained 2.4 percent to $177.39 on the Nasdaq.

Jabil Circuit climbed 15.6 percent to $16.57 on the New York Stock Exchange.

U.S. crude CLc1 dropped $2.45, or 1.8 percent, to $134.55 per barrel, after an unexpected rise in U.S. crude inventories as high fuel prices continued to erode demand.

Trading was light on the New York Stock Exchange, with about 1.40 billion shares changing hands, below last year's estimated daily average of roughly 1.90 billion, while on Nasdaq, about 2.15 billion shares traded, also short of last year's daily average of 2.17 billion.

Advancing stocks outnumbered declining ones by a ratio of about 2 to 1 on the NYSE and by about 9 to 5 on Nasdaq.

Source

Wednesday, June 25, 2008

Sentosa Construction Status : 22 June 2008


【人事变动】丽星邮轮执董Veitch辞任,签不竞争协议代价7,800万元

财华社香港新闻中心。

丽星邮轮(00678-HK)宣布,执行董事Veitch已辞任公司职务,从而专注担任由公司与Apollo Management各自拥有50%权益的NCLC总裁兼行政总裁的职务。

另外,丽星与Veitch订立不竞争协议,据此,Veitch同意将不从事与本公司业务构成竞争的业务或受聘於该等业务,为期5年,代价为1,000万美元(约7,800万港元),代价将由公司内部资源支付。

Source

Veitch signs $10 million "no compete" agreement with Star Cruises

Star Cruises Ltd. announced today that Colin Veitch has resigned as an executive Director with effect from June 17, 2008, in order to concentrate on his role as president and chief executive officer of NCLC. It also announced that on June 19, it entered into a non-competition agreement with Mr. Veitch for a consideration of US$10 million (approximately HK$78 million).

NCL Corporation Ltd. is the parent of Norwegian Cruise Line and is owned 50% by Star Cruises and 50% by investment partnerships organized by Apollo Management, L.P. ely;

A stock exchange announcement from Star Cruises says that "Mr. Veitch has confirmed that he has no disagreement with the Board and there is no matter in relation to his resignation that needs to be brought to the attention of the shareholders of the company."

The announcement says: "The Directors believe that it is in the interest of the Group to enter into the Non-Competition Agreement with Mr. Veitch given that Mr. Veitch has significant expertise and experience in the cruise industry generally, and has developed specific insight and knowledge of various Asian markets as an executive Director of the Company, in addition to extensive experience in other international markets as president and chief executive officer of NCLC.

The Company is expected to benefit from the covenants of Mr. Veitch under the Non-Competition Agreement, which promote and encourage a continued alignment of his interests with those of the Company and its affiliates."

Source

新加坡股市收盘上涨;投资者们等待Fed利率决定

新加坡股市周三收盘略微上扬,结束了前两个交易日的跌势,因亚洲主要股市的强劲走势提振了当地市场人气。

受香港和中国大陆股市上涨提振,新加坡海峡时报指数收盘涨24.46点,至2986.62点,涨幅0.8%。

30只成份股中有18只股票收盘走高。

整体市场方面,289只股票上涨,222只股票下跌。

然而,市场成交量为10亿股,与周二持平,依然疲软,因为投资者们在等待美国联邦储备委员会(Federal Reserve, 简称:Fed)将于周四凌晨公布的利率决定。

当地一家券商的交易商称,将期待美国利率决定。

如果Fed加息,那么原油价格就应当会回落,这就将对市场有利。

但即使Fed减息,对投资者而言依然有利。

Brokers' take


Man Wah Holdings
June 23 close: S$0.27
DMG & Partners Securities, June 23
MAN Wah announced an upward revision of its production capacity, following the integration of Phases 1 and 2 of its Daya Bay Plant.
The integration of both phases (Phase 1 is a flatted factory, while Phase 2 is a five-storey facility) allows Man Wah to streamline its operations and achieve better economies of scale. Management highlighted that this has enabled it to raise its production capacity to 500,000 sofa sets in FY2009, compared with 303,000 sets as projected earlier.
This would enable Man Wah to meet the expected growing demand for its sofa sets.

As Man Wah continues to grow its export and local markets, it expects the new plant to be able to achieve a healthy utilisation rate.
While the increased production capacity bodes well for the group, we are maintaining our FY2009 earnings estimate of HK$195.9 million (S$34.3 million) for now, as we believe it would take a while for production to be ramped up and the average utilisation rate may not be very high, given that China, the US and Europe are feeling the pressures of higher oil and food prices.
Maintain 'buy' for a TP of S$0.46 or FY2009 PE of nine times.
BUY

Jade's president in Indonesia for coal mine updates

Jade Technologies Holdings said its group president, Sam Chong Keen, is in West Sumatra, Indonesia to obtain updates and supervise the progress of the coal mining project.

It said the board wants to assure shareholders that the company has obtained 'the necessary and relevant regulatory permits and licenses for the Coal Mining Project.'

Jade reiterated that as part of its due diligence exercise, it had commissioned Jones Lang Lasalle Sallmanns Ltd (JLLS) to undertake an inspection of the coalmine, make investigationand analysis to determine an opinion of the fair value of the mining rights to the coal mine held by its local Indonesian partner for the Coal Mining Project, PT Dasacita Pusaka Prima.

According to the valuation report prepared by JLLS, the coal reserves at the coal mine were valued at US$1.033 billion.

Jade added that it had also instructed its legal adviser for the coal project, Lovells Lee & Lee, to conduct a legal due diligence exercise on the regulatory permits and licenses
'As previously announced, the group has obtained the necessary and relevant regulatory permits and licenses, completed exploratory surveys, set up abase camp and has an experienced team on site,' it said.

It said various officers of Jade's new management, including Mr Sam,, and Acting Chairman and Executive Director, Chong Hon Leong, have also visited the coal mine. -- BT Newsroom.

新加坡股市收盘走低,受市场对宏观经济担忧的影响

新加坡股市周二收盘走低,情绪紧张的投资者没能找到任何利好消息。

现在油价依然处于高位,全球经济依然面临滞胀的威胁,美国股市前夜也表现欠佳。

一位本地交易员称,除非油价或美国经济增长方面传来好消息,否则股市不会大幅走高。

新加坡海峡时报指数收盘跌16.99点,至2962.16点,跌幅0.6%。

30只成份股中有22只收盘下挫,仅有7只走高。

大盘共有359只股票下跌,170只股票上涨。

成交量依然低迷,共有10亿股股票成交,与周一持平。

Tuesday, June 24, 2008

JES国际获2亿余美元造船订单

我国上市中国造船公司JES国际控股(JES International Holdings)获得总值2亿4750万美元的订单,建造四艘散装货船和一艘原油油轮,把过去半年新合同总值增加到4亿零750万美元。
  
集团主席金鑫却坦承,去年来新上市是考虑到新加坡身为船运中心、本地投资者熟悉海事业务,却没想到到股价会大幅缩水、表现至今不尽如人意。
  
根据最新消息,JES国际控股将以1亿8000万美元为克罗地亚船运业者Atlantska Plovidba建造4艘7万9800载重吨(DWT)散装货船,于2011和2012年分两批交货,现已收到5400万美元首期款项。它曾为后者建造两艘同样货船,新订单相比之下涨价两成。
  
另外,它也获得印尼国营石油公司(Pertamina)的6750万美元新合同,建造一艘8万5000长吨(LTDW)原油油轮,2011年交货。这是集团为后者建造的第三艘油轮,价格上涨约10%。
  
JES国际控股去年12月在新交易所挂牌,成为继中远(Cosco)和扬子江(Yangzijiang)之后第三家来新上市的中国造船业者,交易第一天即跌破67分发行价,上周闭市价33分,跌幅达一半。
  
尽管本地股市走下坡,集团主席金鑫坦承,当初并没有预计股价会这么低。他说:“我们考虑到新加坡是船运中心、本地投资者熟悉海事业务,加上手中订单已排到2011年,预料股价也将表现平稳,却没想到最终却跟随大市。”
  
集团截至今年3月底订单总值11亿3000万美元。它的造船厂位于中国江苏省靖江市的十圩港口,主要建造散装货船、集装箱船、海洋工程船等,目前正在扩建现有厂房,兴建一个干船坞、船钢结构工厂,预计明年底完工并增加一倍产能,得以制造载重吨更高的大型船舶,进军制造包括钻油台在内的岸外造船业。
  
金鑫认为,集团未来几年前景乐观。他说:“现有的订单让我们在2011年前收入固定,2011年后的市场情况则需等到明后年才看得出来。随着新造船设施的投产,应可应付2011年后的情势变化。”

Source

Monday, June 23, 2008

JES bags two new contracts worth US$248m

GROWING Chinese shipbuilder JES International has announced two new contracts for four dry bulk carriers and a crude oil tanker worth almost US$250 million, bringing orders to just over US$400 million for the year to date.

JES will build four 79,800 dwt Panamax bulk carriers for Croatian shipping firm Atlantska Plovidba for US$180 million, a 20 per cent rise in contract price for two similar ships previously ordered by the same client.

A US$54 million deposit representing 30 per cent of the contract value has been received, JES said. The ships will be built at its current yard and three of the four vessels will be delivered in 2011, with the last one in 2012.

The Jiangsu-based shipbuilding group also said it will build for Pertamina a new Aframax oil tanker, the third vessel order it has secured from the Indonesian state-owned oil and gas company.

The US$67.5 million price is about 10 per cent higher than Pertamina's previous tanker orders from JES. The orders, worth US$247.5 million in all, bring JES new orders over the last six months to US$407.5 million.

The vessel will be built at JES's new yard, which will cater to larger ships above 80,000 dwt, and is expected to be delivered by 2011. The new facility is currently under construction and will begin operations by the second quarter of FY2009, JES said.

When it is fully completed, JES will have additional capacity to construct concurrently three bulk carriers of up to 176,000 dwt each or two crude oil tankers of up to 300,000 dwt each or very large ocean engineering vessels and offshore equipment such as oil rigs.

Although the ongoing demand for dry bulk carriers is still a mainstay of the yard, building larger and more complex vessels for the offshore market is the direction the group plans to take in future.

Citing a recent survey by Lehman Brothers, JES chairman and chief executive Jin Xin notes that oil majors such as ExxonMobil, Royal Dutch Shell, BP, Chevron, Total and ConocoPhillips will spend a record US$70.7 billion this year on exploration and production.

'Riding on this sustained current growth coupled with a tight global supply of crude oil tankers, we are confident that demand for new tankers will continue to rise,' he said.

JES's current capacity is full till 2011 and with the new yard coming into operation, new building slots will open only in mid-2010.

With the group's current expansion, which will double its capacity and also enable it to take on larger-size jobs, JES intends to move more into the offshore market from 2010 onwards.

Mr Jin said the group has steadily followed its strategy of moving up to higher-value projects. As at March 31, JES's order book stood at about US$1.13 billion.
JES closed one cent lower at 33 cents last Friday.

Chosen invest $2 mln in green energy market

Chosen Holdings Limited, a mould design & fabrication company for the electronics industry, said it has entered into an agreement to invest S$2 million Gashub Technology Pte Ltd.

Under the agreement, Chosen will subscribe for 300,000 new Gashub shares, representing a 40 per cent of the enlarged share capital.

The remaining 60% of Gashub's share capital will continue to be held by Mr Lim Shao-Lin, a Gashub shareholder and managing director.

'This investment is timely given that demand for fuel cells is projected to increase due to escalating fuel costs and pressure by government and global bodies to use clean energy. It also marks a new milestone for Chosen, with the expansion of our business interest into this promising energy sector,' Aloysius Lim, Chairman and CEO of Chosen, said.

Gashub, which was established in 2005, manufactures fuel cell1 systems to produce electricity mainly for uninterrupted power supply (UPS) applications. It has a current customer base consisting of both local and foreign governmental organisations and educational institutions.

The investment will be by way of cash payable in four tranches. It will be financed by CIPL's internal funds and is not expected to have a significant effect on the company's net tangible assets per share nor earnings per share for the financial year ending 30 June 2008. -- BT Newsroom

NOL in talks to raise US$5-7b: sources

SINGAPORE - Singapore's Neptune Orient Lines (NOL), the world's eighth-biggest container shipping firm, is in talks with banks to take up a US$5-7 billion syndicated loan, sources familiar with the situation said.

Talks for a loan come as German tourism group TUI chief executive Michael Frenzel tours Asia to market his company's container shipping business Hapag-Lloyd, which the German group has put up for sale and NOL is considered a likely bidder.

Hapag-Lloyd is valued by analysts at around US$7 billion, including debt.

A spokesman for NOL declined to comment. The shipping firm is in talks with Singapore's three local banks DBS Group, Oversea-Chinese Banking Corp and United Overseas Bank as well as with some foreign banks for the loan, a source close to the situation said.

A second banker said that 'NOL is exploring this'.

'Yes, there have been informal talks,' he said. 'The sum is northwards of US$5 billion. The range is US$5-7 billion.'

The banks expect to receive a formal proposal for the loan this week, he said.

Shares in NOL dropped as much as 3 per cent to a nine-week low at $3.19 on Monday, with over three million shares changing hands.

A source said earlier this month that TUI's Mr Frenzel is set to meet NOL in Singapore during his tour in Asia. NOL, which is about two-thirds owned by Singapore's state investor Temasek , has already been in talks on Hapag-Lloyd and is seen as one of the top bidders.

A source said last week that TUI, which is hiving off Hapag-Lloyd to focus on tourism, is forecasting Hapag-Lloyd's sales to rise 19.8 per cent this year to US$9.7 billion and reach US$11.7 billion by 2010.

Mr Frenzel is prepared to meet Orient Overseas (OOCL), the world's ninth-biggest shipper, in Hong Kong, the source said.

In Tokyo he will meet Japanese market leader Nippon Yusen KK (NYK), the world's tenth-biggest container shipper.

Shipping experts think the group of potential bidders from Asia could include China Shipping Container Lines (CSCL), Cosco STX Pan Ocean and Hyundai Merchant Marine .

In Europe, world market leader Maersk , Switzerland's MSC and France's CMA CGM are considered possible suitors. -- REUTERS

Lian Beng wins $117 mln construction projects

Construction firm, Lian Beng Group Ltd, has won three new construction and civil engineering contracts worth a total of $117 million.

Among the contracts were two construction projects for the private residential sector.

The first of which was a $36.2 million contract awarded by Sing Holdings (Bellerive) Pte Ltd for the construction of Bellerive Condominium, a private residential development located at the junction of Keng Chin Road and Ewe Boon Road.

Work on Bellerive Condominium will involve the construction of 51 apartment units within a 15-storey block, and is scheduled to be complete by July 2010. The cost of constructing the Bellerive development works out to about $585 per sq ft.

Separately, the group won a $50.4 million contract from Lafe (Emerald Hill) Development Pte Ltd, to construct 33 private residential apartments at Emerald Hill Road.

The construction cost of the Emerald Hill development is estimated to be $668 per sq ft and work at this development is expected to be complete around the fourth quarter of 2010.

The group has also secured a $30 million civil engineering project, which was awarded by the Public Utilities Board, for a part of Singapore's network of NEWater pipelines.

For this project, Lian Beng has teamed up with Ri Dong Corporation Pte Ltd in a 50-50 joint-venture.

The civil engineering project will involve the design and construction of a NEWater pipeline running from Changi NEWater Plant to Jurong, Tuas and Jurong Island.

Work on the NEWater pipeline project is expected to be complete in July 2009.

With these latest contract wins, Lian Beng's orderbook stands at about $800 million. -- BT Newsroom

Anwell in China JV for thin-film solar module business

Anwell Technologies Limited, an equipment and technology supplier to the optical disc, OLED and solar industries, today said it has formed a joint venture with a Chinese partner for thin-film solar module business.

The Chinese partner will invest US$7 million for a 10 per cent stake in the JV with 40MW initial production capacity per annum and will provide strategic local support for the solar module plant.

The new plant will be located in Henan, China. The initial 40MW production facility will be installed in the fourth quarter of FY2008 and will be China's first fully automatic thin-film solar module production line.

Following the pilot run in 1Q2009, the JV is expected to generate revenue by 2Q2009.
The management also plans to increase its production capacity to 120MW by 2010. -- BT Newsroom

HLH to invest US$6.5 mln in Cambodia agri-business

HLH Group Limited said its subsidiary, HLH Agri International Pte Ltd, has incorporated a unit in Cambodia to invest in integrated agri-business operations.

The unit, H.L.H.I. (Cambodia) Company Limited (HLHI), will invest US$6.5 million to buy 1,791 hectares of freehold land located in Amlang Commune, Thpong District, Kampong Speu, Cambodia.

The company expects to start land clearing and cultivating activities in the fourth quarter 2008.
Of the US$6.5 million, US$3 million will be used to buy the land and US$3.5 million will be used for capital expenditure and working capital.

The project will be fund via internal funds and borrowings from financial institutions. -- BT Newsroom

新加坡股市收盘走低;投资者等待积极消息

新加坡股市周一走低,受美国股市上周五下挫及通货膨胀压力持续高企拖累。

在美国股市走软及油价反弹的带动下,新加坡股市前市一度跌至2951.62点,随后在逢低买盘的推动下收复部分失地。

海峡时报指数收盘下跌22.66点,至2979.15点,跌幅0.8%。

19只成份股下跌,4只持平,7只上扬。

大盘方面,177只股票上涨,337只下跌。

市场成交量降至10亿股,因投资者在等待更为明确的市场方向。

上周五成交量约为11亿股。

Sunday, June 22, 2008

航天飞机太空拍摄的UFO

美军官讲述目击UFO经历 刻有埃及象形文字


据英国媒体19日报道,日前英国国防部根据《信息自由法案》解密了一批高度机密的UFO研究档案。而在所有这些“X档案”中,最令人瞩目的是迄今唯一一份来自权威英国国防部官员的UFO事件报告,其中记载了1980年12月25日英国萨福克郡兰德萨姆森林上空出现的UFO!据悉,这是除美国“罗斯维尔飞碟坠毁”事件外最神秘的一起UFO事件,因此也被称为“英国版罗斯维尔事件”。日前,哈特上校首次向媒体讲述了那次UFO事件的真相。
英军基地惊现UFO
据报道,现已退役的查尔斯·哈特上校当年是驻扎在英国萨福克郡空军基地的一名美军副指挥官。
1980年12月25日晚,萨福克郡兰德萨姆森林上空出现了奇怪的光,兰德萨姆森林位于英国皇家空军本特沃茨基地和沃德布里奇基地之间,两个英军基地中驻扎着许多美国空军士兵。由于当时正处于冷战期间,两个英国最秘密的军事基地旁竟然出现了不明飞行物,立即引起了军营士兵的警觉。
哈特上校称,12月26日凌晨,一组美军士兵汇报称,森林中的异光如此耀眼,以致于他们怀疑可能发生了飞机坠毁,他们获得许可前往调查,可是到了现场,他们并没有发现任何坠毁的飞机,相反,他们发现了一架UFO。
三名巡逻士兵震惊地看到一个小的金属飞行物正穿行在森林上空,最后它停靠在一块空旷地上。三人偷偷靠近后,看到UFO的侧面印有奇怪的标志,仿佛埃及的象形文字。他们迅速掏出笔记本将图形描绘了下来。这架UFO只停留了一小会儿,就升空消失了。
次日UFO竟再次返回
哈特上校称,由于美国士兵在英国军事基地中面临复杂的法律权限问题,因此萨福克郡的英国警官后来接替他们来到UFO降落地点进行调查。只见UFO降落的地面上,留有一个明显的等边三角形,检测发现,降落地点的辐射能量异常得高。这一UFO事件引起了哈特上校的关注,尽管他抱着怀疑,但仍命令调查人员写了一份报告。
第二天晚上,一名年轻的空军士兵冲进哈特的房间,结结巴巴地说:“先生,它回来了。”哈特困惑地说:“什么?什么回来了?”那名士兵说:“UFO,先生,UFO回来了!”
哈特闻言,立即带领一小组士兵冲进森林展开调查,哈特后来称,他本来并不期望遇到任何不明飞行物,他的目的只是为了拆穿这一谣传,他压根儿想不到自己真的会遇上一架UFO,从而使他自己成了英国军方历史上遭遇UFO的最高级别军官之一!
录音机录下惊慌反应
据哈特上校称,当他们追踪那架UFO时,他们的无线通讯系统突然失灵,而用来照亮森林的电灯也突然熄灭,不过,哈特随身携带的一个录音机却仍然还能继续工作,录音带录下了哈特等人当时的惊讶和紧张情绪:“我看到它了……它又返回了,它正朝我们飞来……这真太奇怪了……它看起来就像一只朝你眨眼的眼睛……它正朝我们飞来!现在我们看到一束光照向地面……一个不明飞行物仍然盘旋在沃德布里奇基地上空!”
当UFO朝哈特等人飞近、并且射出一束光芒照向他们时,录音带中哈特等人的声音已经由紧张变成了惊慌。
哈特称,这个UFO有着“金属表面,三角形状,顶部有闪烁的红光,UFO底下则是一排蓝光,当它逼近时,附近农场中的动物变得狂躁不安。”哈特的报告后来被送交给了英国国防部。英国国防情报参谋部后来分析了UFO降落地点的辐射度,发现那儿的辐射比其他地方高7倍。
“UFO真相不能告诉公众”
据悉,哈特上校于1990年退役后,对那次UFO事件一直守口如瓶。UFO研究者相信,光临英国兰德萨姆森林上空的UFO一定是外星飞碟,但针对英国境内发生的UFO目击报告,英国国防部一口否认了“外星飞碟说”,宣称没有任何证据显示那些所谓的UFO和外星飞碟有瓜葛。
1997年5月21日,当时正在研究兰德萨姆森林UFO事件的伦敦作家和乔治娜·布鲁尼在一个慈善晚宴上和英国前首相撒切尔夫人相遇,布鲁尼想知道这位英国前首相是否清楚飞过兰德萨姆森林上空那架神秘UFO的真相,但撒切尔夫人竟然对她说:“UFO?我们不能将它的真相告诉公众!”
曾经在1991年到1994年担任英国国防部前“UFO计划”负责人的尼克·波普说:“布鲁尼向我披露了撒切尔夫人的评论,她一定知道某种说出来也许会引起公众恐慌的内幕。”

阿波罗20所拍摄到的月球表面不明物体

Saturday, June 21, 2008

台湾南山拍摄的编队UFO

发现号航天飞机发现不明物体 返航一度受阻

中新网6月14日电 美国“发现号”航天飞机原定14日返回地球,但13日却受阻。据美国太空总署(NASA)的声明表示,航天员发现,有一件呈长方形、长约30至46厘米的不明物体从右翼末端附近浮走,又发现方向舵左边亦出现了不明的凸出物。
  
据香港《文汇报》报道,NASA的工程师初步推测,脱落的不明物体是一块冰或是出自“发现号”货仓的对象,而不明凸出物则可能是一小片突了出来的隔热物料。“发现号”的航天员已拍摄了两件不明物体的影片及照片传回NASA地面控制中心,供工程师进一步确认。
  
声明没有提到这两件不明物体会否影响“发现号”返回地球的行程,但机上航天员仍然继续将物品运到“发现号”机舱内,为回航作好准备,若一切顺利,“发现号”将于美国东部标准时间今天早上11时15分(北京时间今晚11时15分),在佛罗里达州降落。

直至前天,NASA工程师才检视完“发现号”的双翼及机首的所有图片,初步确认其隔热盾安全,原订昨天下午开会后,正式批准“发现号”降落。另外,“发现号”上月31日升空时,所采用的发射台有约5300块砖块被吹飞,不过对“发现号”的安全并没有构成威胁。“发现号”这次任务的重点是扩建太空站,将体积像巴士大小的日本“希望号”实验室组装好,同时送去修理太空站厕所需要的水泵。
  
美国太空总署工程师13日终确认,从“发现号”脱落的是方向舵控速系统隔热物料上的三个金属夹之一,并指脱落的金属夹不重要,不会影响今天的返航。控速系统可煞慢航天飞机着陆的速度。

Source

俄媒体披露惊人内幕:25名探月宇航员遭遇UFO

据俄罗斯《真理报》6日报道,众所周知,当美国“阿波罗11 号”宇航员阿姆斯特朗乘坐“鹰号”登月舱踏足月球表面后,就发表了那场著名的“个人一小步、人类一大步”的演说;然而鲜为人知的是,当阿姆斯特朗和同伴阿尔德林踏足月球时,曾遭遇了3个直径15米到30米左右的不明飞行物(UFO)!

当阿姆斯特朗向休斯顿地面中心震惊地汇报看到的一切时,NASA专家迅速切换了和阿姆斯特朗进行通讯的频道,以防这一惊人的消息泄露给全世界知道。直到多年后,阿姆斯特朗的一名助手和NASA前官员克里斯多弗·克拉夫特等人才首次披露了登月宇航员月球上遭遇UFO的惊人内幕。

NASA登月探险计划前负责人冯布朗也曾在生前证实,共有25名探月宇航员曾经遭遇过UFO。
  
美国误认为是苏联“太空鱼雷”
  
1969年7月16日,“阿波罗11号”飞船载着3名美国宇航员尼尔·阿姆斯特朗、布兹·阿尔德林和迈克·科林斯发射升空,展开了人类首次登月之旅。然而出发后没多久,“阿波罗11号”飞船上的宇航员就遭遇了一些奇怪的事情,他们发现飞船后面跟随着一些“闪亮的光球”,这些“光球”以同样的飞行轨迹跟随着他们的“阿波罗11号”一路飞行。
  
当宇航员将观测到的这些神秘UFO向美国休斯顿地面任务控制中心汇报后,引起了巨大的震惊和担忧。一些NASA官员相信,这一定是美国“太空争霸赛”的最大对头———前苏联玩的肮脏把戏。其中一种理论甚至认为,前苏联为了挫败美国的登月计划,用火箭秘密发射“太空鱼雷炸弹”跟踪“阿波罗11 号”,试图让其在太空中炸毁。然而3天后,NASA地面官员并没有等来他们最担心的爆炸,但他们仍未放下心来,因为无法对这些神秘UFO作出合理解释。
  
登月第一人看到3个大型UFO
  
“阿波罗11号”飞船有惊无险地飞抵月球轨道,当“鹰号”登月舱载着阿姆斯特朗和阿尔德林下降到月球表面时,全世界都倾听着从月球上发回的无线电声音。宇航员的声音听起来非常怪异:“我看到了许多小陨坑,有的直径只有6米到15米宽。在离我们登月舱半英里外的地方,显然有一些轨迹,看起来就好像是一辆坦克留下的一样。”
  
突然间,全球各地的数百万电视观众听到无线电中传来了一些类似火车头或电锯发出的混合声音。阿姆斯特朗和阿尔德林检查了一下无线电发射器,那种奇怪的声音显然是从其他地方传来的。阿姆斯特朗更换了一个频道继续与地面控制中心说:“我想知道这儿到底发生了什么!”地面控制中心接线员问:“怎么了?那儿有什么事不对头吗?”宇航员回答说:“阁下,那儿有许多大东西!老天,它们真的非常大!它们正坐在大陨坑的另一头?它们正在月球上看着我们到来!”
  
没有人知道阿姆斯特朗说的是什么,因为NASA已经迅速切换到了安全的通讯频道,防止阿姆斯特朗接下来的话被全世界听到。阿姆斯特朗的助手多年后回忆说:“三个不明飞行物曾逼近到距他们的飞船只有一米远的地方。当他们乘坐登月舱降落到地球表面时,他们看到在陨石坑的边缘处,停着3个直径15米到 30米的UFO!”

Source

Scientists say they found evidence of ice on Mars


WASHINGTON - The existence of ice on Mars was confirmed Friday by NASA scientists, the first time frozen water has been sampled on another planet. Water in liquid form is an essential ingredient for life.

Whitish, dice-sized chunks, dug from the rocky red soil and warmed in the sun, vanished four days after the National Aeronautics and Space Administration's Phoenix probe dug them up June 15.

They confirm what NASA satellites have suggested for years: Frozen water exists several centimeters beneath Mars' surface.Now, scientists can tackle the key question they hope to answer: Did the ice ever melt and turn Mars into a habitable place?Scientists believe ice exists on planets including Pluto, though Phoenix is the first probe to confirm it on the ground.

The survey is part of NASA's theme in Mars exploration: follow the water. "We've hit what we're looking for," said Mark Lemmon, an atmospheric scientist at Texas A&M University in College Station and co-investigator on the NASA project.

"The job now is to find out what's mixed in with the ice."

The Phoenix's robotic arm also hit a hard surface Thursday while digging in a different spot, raising scientists' hopes they might uncover a larger ice layer to sample, NASA said.NASA satellites suggest about a quarter of Mars has ice beneath the surface, primarily at the polar regions.

The agency's plan is to gather up ice and dirt, then deliver it to the Phoenix's ovens.

The matchbox-size ovens will then bake the sample.On Mars, the boiling point of water is just 4 degrees Celsius.

Under the planet's faint atmosphere, the water will quickly vaporize, principal investigator Peter Smith of the University of Arizona in Tucson said.

Before it does, the probe will analyze the samples for any long-chain carbon molecules such as amino acids, the building blocks of life.

The University of Arizona team ruled out the possibility the material might be dry ice or salt.

Salt wouldn't vaporize, and dry ice exists at much cooler temperatures than found at the Phoenix landing site.

Source

机械臂刨开火星地表触及冰层,简易的农学小发明可测土壤湿度  

美国“凤凰”号火星探测项目研究人员19日说,“凤凰”号火星着陆探测器在火星北极地表挖掘时发现的白色物质就是冰。此外,为探测火星土壤的含水量,“凤凰”号上有一个简易装置。有趣的是,这项发明源自一项农学研究,最初用作检测花生荚周围土壤湿度。    

太阳辐射导致冰蒸发
  
美国航空航天局说,“凤凰”号19日检测15日挖掘的沟槽时,发现沟槽中的一些白色物质碎块已完全消失。
  
亚利桑那大学“凤凰”号火星探测项目研究人员彼得·史密斯说,这一现象说明,白色物质是冰,太阳辐射导致冰蒸发,“盐不可能发生这种变化”。
  
国航空航天局说,“凤凰”号机械臂19日挖掘新沟槽时,再次触及坚硬物质。根据过去几天的发现,“凤凰”号可能找到了火星地表下的冰层。
  
“凤凰”号5月25日在火星北极附近区域着陆,它将在为期3个月的探测任务中探寻可能存在的火星地下冰层。    巧用农学小发明
  
另据美联社18日报道,农学家蒂姆·威廉姆斯1987年与华盛顿州立大学的土壤学家盖隆·坎贝尔及其团队合作时,开始设计一个可以检测花生荚周围土壤湿度的装置。
  
这个装置包含两根彼此平行的针,一根由定量能量予以加热,另一根则在两根针双双插入土壤后检测被加热的针的冷却情况,以此测定土壤湿度。
  
去年,有关部门告诉威廉姆斯,这个小玩意将被装在“凤凰”号机械臂上。坎贝尔所在的德卡贡公司对它加以改造,除了增强耐用性,还增加了测量热量、电属性、气体温度、风速和水蒸气等功能。
  
38年来,威廉姆斯致力于研究花生。他发明了不少简易装置,包括检测农作物辐射量的装置和测试植株叶片对地表覆盖程度的装置。前者有助于研究人员更好地掌握农作物产量,后者用于估算从叶片间隙到达地表的光照量。

Source


Friday, June 20, 2008

SingTel says in talks with Chinese telecoms

SingTel, Southeast Asia's largest telecoms firm, is in talks with operators in China about investing in the world's biggest telecoms market, which is being overhauled and opened to foreign investors.

"It's a market we have been monitoring. We have been in discussions with various operators in the China market," Singapore Telecommunications Ltd CEO Chua Sock Koong told reporters on the sidelines of an industry conference.

Last month, Beijing unveiled a long-awaited sector revamp, aimed at improving competition and rolling out high-speed third-generation mobile services, in what has been called the world's largest industrial reorganisation.

The restructure also opens the door to foreign investors who have been restricted to taking small stakes, such as Vodafone's 3.3 percent investment in China Mobile Ltd.

"We are not financial investors, we want to make investments as strategic partners, and the stake is one that would give us the necessary governance rights and involvement at the board and management level," Chua said.

"There are ongoing engagements but no deal has been done," she added, without naming any firms.

China has about 575 million mobile subscribers, and adds some 4 million new users every month.

Mobile penetration stands at slightly above 40 percent.

"China is a very large market -- there are a fair amount of opportunities there," Chua added.
Earlier this month, media reports citing unnamed sources said SingTel was considering investing in fixed-line operator China Telecom Corp, although there have been no formal talks.

This follows China Telecom's comments that it was in talks to sell a stake to a strategic investor and had been approached by four or five companies.

China Unicom early this month paid $24 billion for a fixed-line rival and sold a network for almost $16 billion as part of the industry reshuffle.

SingTel, which derives about two thirds of its pretax earnings from operations outside Singapore, is seeking acquisitions in growth markets to expand its earnings by double-digits over the medium term.

SingTel was actively involved last month in potential takeover talks between India's top mobile operator Bharti Airtel Ltd , in which it owns an around 30 percent stake, and South Africa's MTN Group Ltd , according to a source familiar with the situation.

But Bharti's talks with MTN collapsed over how the two would structure a combined entity.
State-controlled SingTel, Singapore's largest listed company, holds stakes in various mobile operators in markets ranging from Pakistan to Indonesia. It also owns Australia's second-largest telecoms firm Optus.

20-06-2008: Bintai lands RM290m Sentosa job

PETALING JAYA: Electrical and mechanical engineering services specialist Bintai Kinden Corporation Bhd has clinched sub-contract works valued at about RM290 million from Resorts World At Sentosa Pte Ltd, the company said.

In a statement yesterday, Bintai said the works, secured by its 79.82% subsidiary Bintai Kindenko Pte Ltd, were expected to be completed by the last quarter of 2009.

It said the sub-contract was for the supply, delivery, installation, testing and commissioning and maintenance of air-conditioning and mechanical ventilation installation, electrical installation and fire protection installation.

Resorts World at Sentosa is wholly owned by Singapore-listed Genting International, which is developing a casino resort on Sentosa Island. The resort is due to open in early 2010.

Source

新加坡股市收盘走低,受通货膨胀、信贷市场担忧的拖累

新加坡股市周四收盘跌破重要心理位3000点,油价反弹以及信贷市场不安情绪挥之不去,促使美国股市大幅下挫,进而冲击了新加坡股市的人气。

海峡时报指数跌47.43点,至2992.66点,跌幅1.6%。

30只成份股中有25只股票走低,大盘下跌股为385只,上涨股为153只。

成交量较小,仅为11亿股,因在股市低迷的情况下,投资者倾向于离场观望。

周三成交量大约为16亿股。

AmFraser研究部门高级副总裁Najeeb Jarjom表示,个股普遍遭遇抛售可能提供了一个买进的良机,如果股指跌至2950点就是很好的交易机会

Wednesday, June 18, 2008

新加坡股市收盘小幅上涨,市场担心信贷问题

新加坡股市周三收盘小幅上涨,盘中波动较大,因投资者对信贷市场危机抬头感到不安。

大华继显(UOB-KayHian)研究主管Nancy Wei表示,仍预计市场短线将在2800-3200点之间波动。

海峡时报指数收盘涨11.85点,至3040.09点,涨幅0.4%,盘中一度跌至3010.87点。

30只成份股中有18只上涨。

总体市场267只股票上涨,228只股票下跌。

市场成交量约为16亿股,周二为13亿股。

Tuesday, June 17, 2008

新加坡股市收盘下跌;避险情绪使得投资者离场观望

新加坡股市周二收盘走低,前夜美国股市表现乏力致使许多投资者离场观望。

新加坡海峡时报指数收盘跌8.68点,至3028.24点,跌幅0.3%,该指数成份股中有12只股票上涨,14只下跌,4只持平。

大盘共有279只股票下挫,225只股票上扬。

成交量持平于13亿股,反映出投资者缺乏买盘兴趣。

交易员们表示,投资者仍有避险情绪,市场在本周余下时间的走向将取决于全球通货膨胀状况和经济增长前景,油价和美国银行业仍将是市场关注的焦点。

Monday, June 16, 2008

丽星邮轮(00678)与 AGI 开发菲律宾赌场框架协议限期延长

汇港通讯 丽星邮轮(00678)宣布,与菲律宾上市公司 Alliance Global Group, Inc.(AGI)合作开发及经营马尼拉酒店及赌场项目的框架协议限期延长至今年7月31日。  

丽星邮轮与 AGI 就合作开发及经营马尼拉酒店及赌场综合物流订立框架协议。  

根据补充协议,丽星邮轮于6月16日或之前向 AGI 支付1亿美元作为独家磋商期限延长的可退还按金。

Source

新加坡海峡时报指数涨1.3%;涨势或无法持久

新加坡股市走高,受美国股市上周五走强提振,新加坡海峡时报指数已回升至3,000点上方,最新涨1.3%,至3,018.01点,多数成份股走高。

初步阻力位在3,020点(6月12日收盘点位),之后看3,050点。

富时海峡时报所有股指数涨1.0%,至767.20点。

不过,总体涨势可能不会持久,因美国经济不确定性依然存在,同时也缺乏短期刺激因素,这些都是市场面临的潜在不利因素。

CIMB称,未来可能面临更多抛压,很大程度上将取决于未来的消息面因素。

该行指出,市场关注焦点很快将转向将于下月拉开的上市公司08年第二季度收益季节帷幕,投资者将关注成本上升对上市公司利润的影响。

市场总体成交量较小。

Friday, June 13, 2008

新加坡股市收盘走低;油价高企重燃通货膨胀担忧

新加坡股市周五走低,未理会前夜美国股市涨势,因通货膨胀担忧持续困扰投资者,从而拉低市场人气。

交易员们表示,今晚公布的美国通货膨胀数据将成为决定海峡时报指数下周走势的关键因素。

一位交易员表示,预计股指将走低,甚至可能在跌至2800点之后再反弹。

海峡时报指数收盘下跌40.59点,至2979.56点,跌幅1.3%。

30只成份股中有28只下跌。

总体市场,376只股票下跌,182只股票上涨。

市场成交量为16亿股,周四成交量约为13亿股。

纽约交易时段,原油期货小幅上扬,收盘上涨36美分,至每桶136.74美元;尽管道琼斯工业股票平均价格指数收盘上涨0.5%,但油价高企导致市场对通货膨胀的担忧升温,并令当地股市人气下挫。

13-06-2008: Guoco raises stake in UK’s Rank Group

LONDON: Malaysia-based Guoco continued its stakebuilding in British casino and bingo club operator Rank Group plc, lifting its holding to 12.67% from 12.02%, it said yesterday.

Guoco, part of the Hong Leong group run by Quek Leng Chan, bought the Clermont Club in London’s Berkeley Square from Rank two years ago and is looking to build a casino base in the UK. It has been steadily increasing its shareholding in the owner of Grosvenor Casinos since the start of the year. Rank, hit hard by legislation that has banned both smoking and lucrative gaming machines in its bingo halls, has been the subject of takeover rumours since a profit warning last October led to a collapse in its share price.

Shares in Rank have underperformed the FTSE All Share Travel Index by 34% over the past twelve months. The stock rose 0.7% to 77-1/2 pence (RM4.92) by 0712 GMT.

Malaysia-based gaming group Genting has built an 11% stake in Rank, but has denied that it is considering a bid. — Reuters

Thursday, June 12, 2008

Sentosa Construction Update

Jan 2008



Feb 2008






March 2008




May 2008



June 2008




新加坡股市收盘走低;逢低吸纳抵消部分跌幅

新加坡股市周四走低,原因是市场对油价上涨的担忧加剧,以及投资者开始重新担忧信贷危机,但尾盘时的逢低吸纳令市场收复部分失地。

交易员们表示,在未来几个交易日中,投资者或将持续买盘,因股指自上周末开始已经累计下挫4%。

海峡时报指数收盘下跌26.62点,至3020.15点,跌幅0.9%,盘中一度触及低点2978.58点。

30只成份股中有21只下跌;总体市场,436只股票下跌,168只股票上涨。

市场成交量为13亿股,因投资者持续缺乏入市交易的意愿。

周三成交量约为11亿股。

Wednesday, June 11, 2008

新加坡股市收盘走高,受逢低买盘提振;投资者依然谨慎

新加坡股市周三反弹,受投资者逢低买进蓝筹股提振,但涨幅有限,因市场在过去两个交易日的大幅下挫之后依然保持谨慎。

DMG & Partners Securities的Gabriel Yap表示,市场仍在等待美国公布新的经济数据和更多通货膨胀相关消息,具体走势将取决于这些因素。

海峡时报指数收盘涨13.72点,至3046.77点,涨幅0.5%。

30只成份股中有16只上涨。

总体市场,303只股票上涨,257只下跌。

成交量与周二持平,共成交11亿股。

Tuesday, June 10, 2008

Brokers' Take

Construction SectorCIMB-GK Research, June 6


SUBDUED residential property development: In our last sector update on April 4, we highlighted our growing concerns on construction companies that have become opportunistic developers. We maintain that view. Despite the large number of en-bloc sales in 2007, private residential property development appears rather subdued due to weak buyer demand, as reflected by softening property prices and declining transaction numbers.

At the current pace, we think 2008 construction demand may come in at the lower end of the Building and Construction Authority's forecast range of S$23 billion-S$27 billion.

Growing inflationary pressures: After the spike in sand and ready-mixed concrete prices in early 2007, the rapid rise in steel prices as well as general inflation have been deterring construction companies from aggressively pitching for new contracts. Contractors fear that the higher costs may not be passed on to developers and project owners.

Inevitable margin squeeze: The rapid rise in construction costs will put pressure on the margins of developers and project owners, who may be approaching 'pain' thresholds. Given this, coupled with high land costs, we believe that construction costs are nearing a tipping point.

Investment strategy: We are keeping our 'overweight' position on the construction sector, although we caution against possible risks. We recommend reduced exposure to integrated construction stocks and a switch to specialist construction companies, which have low exposure to higher construction material costs or managed exposure through short project turnaround. Our top picks are Tat Hong, Tiong Woon and CSC.Sector - OVERWEIGHT

Singapore Exchange
June 6 close: S$8.00
UBS Investment Research, June 6

A KEY play on ageing Asia: The United Nations has identified the top three socio-economic issues facing the world in the 21st century. They are global warming, global terrorism and global ageing. We note that Asia has four of the 10 fastest ageing countries globally.

In our Q-Series®: Asia Structural Themes: Ageing Asia report published on June 6, Singapore Exchange (SGX) is highlighted as one of 17 key exposures to Asia's changing demographics.

SGX - one of 17 UBS Asian demographics key picks: Changes in Asia demographics will impact countries' long-term economic growth, governments' willingness to privatise assets and the demand for listed instruments. While growth of stock exchanges is typically tied to domestic markets, SGX's structural growth comes from Singapore emerging as the exchange of choice for many Asian and transnational companies' initial public offerings.

We remain upbeat on SGX despite current market sentiment: We believe the current share price assumes no growth over the next four years, which we think is too bearish as the investment environment in Singapore and Asia appears promising in the medium term, given favourable economic and demographic trends.

Changes in market sentiment, Qualified Domestic Institutional Investor fund inflows and an increase in algorithmic trading are potential catalysts.

We reiterate our 'buy' rating and 12-month DCF-based price target of S$13.00.BUY

United Fiber System
June 6 close: S$0.21
DMG & Partners Securities, June 6

PULP fiction no more: United Fiber System (Unifiber) owns one of Indonesia's largest forest concessions. Unifiber possesses 268,585 ha of forest concession rights in South Kalimantan, one of lndonesia's largest forest concessions and plantations. According to management, Unifiber is probably ranked number 3 in Indonesia in terms of forest concessions' land area. The concession rights entitle it to plant, maintain, process and market products extracted from the concession area up to Feb 26, 2041.

Well located for constant supply of wood raw material: Wood raw material costs make up 60-70 per cent of total manufacturing costs, with the remaining comprising of labour costs, chemicals and energy costs. As such, variability in the price of wood will have the largest impact on costs and profitability.

For Unifiber, the exposure to the variability of wood prices should be partially mitigated as it plans to source a large proportion of its wood raw material from its own plantations. Moreover, Unifiber's pulp mill and wood chip mill are located in South Kalimantan where there are no nearby mills.

Proximity to fast growing Asian market, particularly China: China is a major producer of paper and paperboard products. However, China's lack of wood fibre means that it has to continue to rely on imported pulpwood and pulp to meet this demand. China's import of pulp for paper has grown 272 per cent over a 10 year period from 1996-2006.

Lower cost of production: According to management, Indonesia is one of the world's most cost competitive countries for the production of pulp.

Re-initiate with a 'buy': Given that Unifiber has a few distinct businesses, we believe that a sum-of-the-parts valuation is most relevant. We attain a fair value of S$0.31 per share, which implies a 47.6 per cent upside from current levels. Unifiber has the additional kicker coming in from pulp mill PT MBBM when it starts in 2010. We re-initiate coverage on Unifiber with a 'buy' rating.BUY

Chip Eng Seng unit bags $123.5m HDB contract



CHIP Eng Seng Corporation's wholly owned subsidiary Chip Eng Seng Contractors (1988) has been awarded a $123.5 million contract by the Housing and Development Board (HDB).

Mr Lim: 'With increasing demand for construction, we are confident of our prospects for the rest of 2008'

The contract is for the construction of five 25-storey residential blocks in Sengkang. The contract includes the construction of a multi-storey carpark with future community facility on the first storey, and a precinct pavilion. Work is expected to begin this month, with completion slated for 2011.

The contract is not expected to have any material impact on the group's net tangible assets and earnings per share for the current financial year ending Dec 31.

This is the company's second HDB construction contract this year. In January it announced a contract to build 1,394 housing units in Queenstown. The company has also undertaken two other HDB housing projects, one in Sembawang and the other being Pinnacle @ Duxton.

The group's construction order book now stands at about $755 million. Said executive chairman Lim Tiam Seng: 'With increasing demand for construction, we are confident of our prospects for the rest of 2008.'

Mr Lim further believes that the group's construction division will continue to have a busy year ahead with tenders and construction work.
集永成又获组屋承建工程
集永成建筑工程(Chip Eng Seng Contractors)获得建屋发展局一项价值1亿2350万元的合同,负责在盛港修建五栋组屋,每栋各25层,拥有698个单位。
这项合同还包括建造一座多层停车场和一座凉亭,停车场一楼未来将成为民众设施。这项工程将于今年6月开始动工,并将在2011年前完成。
这是集永成集团今年获得的第二项建屋局的建筑合同。这项合同预计不会对集团今年的净有形资产值和每股盈利产生实质影响。
集永成目前的订单合同达到7亿5500万元。集团执行主席林镇成表示,由于建筑需求的增长,集团对今年的前景抱有信心。他也预计集团未来一年的建筑业务将非常繁忙。

新加坡股市收于八周低点,追随中国和香港股市跌势

新加坡股市周二收于八周低点,受中国政府上周六宣布通货膨胀应对措施后今日中国和香港股市大幅下跌拖累。

金英证券(Kim Eng)在一份研究报告中称,随着美国重要经济数据相继公布,未来几日新加坡股市或出现大幅振荡走势。

该经济行称,本周市场人气可能会受到一些潜在负面消息拖累。

美国今日将公布4月份贸易差额数据,周四、周五将分别公布零售额数据和通货膨胀数据。

新加坡海峡时报指数收盘跌50.97点,至3033.05点,跌幅1.7%,为自4月15日以来首次跌破支撑位3050点。

海峡时报指数30只成份股中有27只收盘下跌;整体市场有503只股票下跌,163只股票上涨。

市场成交量依然较低,约为11亿股,略高于周一的10亿股左右。

新加坡股市收盘走低,受油价高企和美国股市下跌拖累

新加坡股市周一收盘走低,追随上周五美国股市因油价飙升和就业数据疲弱所现跌势。

分析师称,投资者在等待美国将要公布的主要经济数据,以判断经济困境是否将持续,因此新加坡股市本周或将呈振荡态势。

DMG & Partners Securities的资深交易主管Gabriel Yap称,预计海峡时报指数支撑位在2920点。

新加坡海峡时报指数收盘跌62.71点,至3084.02点,跌幅2.0%。

大盘全线走低,海峡时报指数30只成份股中有28只收盘下跌;整体市场有501只股票下跌,113只股票上涨。

市场成交量仍为10亿股,与上周五持平,表明投资者依然缺乏交易兴趣。

Sunday, June 8, 2008

亚太股市纷受美股带动 海指后劲不足

美股隔夜触及一个多月来最高收位,促使亚太股市昨日纷纷上扬。本地股市也不例外,延续前日的涨势收高0.1%。
  
海峡时报指数昨日全天处于涨势,在早盘一度劲扬41.04点(1.3%)达到3184.93点,午盘却后劲不足,一路回跌至闭市的3146.73点,使全日涨幅缩小至2.84点。
  
美国隔夜发布的一连串好消息提振了市场情绪。沃尔玛(Wal-Mart)及其他零售业者发布了比预期强劲的5月销售数据,初次申请失业金的人数也意外减少,促使人们认为美国经济目前的情况可能没有想象中那么遭。市场人士也乐观期盼美国周五公布的就业数据将比预期来得好。
  
Action Economics经济师科恩(David Cohen)指出,市场接下来依然会有波动。这是因为投资者的交投主要还是受新消息影响。
  
吉宝企业、香港置地、星展集团及来宝集团等昨日领涨。其中,来宝集团劲扬9分至2.36元,为5月30日以来最大单日涨幅,成为昨日表现最好的成分股。它前四日一共挫跌9.2%。华侨银行投资研究一分析师指出该股昨日是跟随市场涨势回弹。
  
海事股本周传来的好消息可说是源源不绝。吉宝企业和胜科海事分别自挪威Seadrill赢得价值4亿2000万美元及4亿3000万美元的合同,个别为它建造两个钻油台。吉宝企业昨日收高18分至12.04元,胜科海事则意外挫跌4分至4.53元。
  
荣南控股起1分或4.6%至23分,为5月12日以来最大单日涨幅。其赢得了两项总值8340万元的“滨海湾金沙”(The Marina Bay Sands)建筑合同。
  
昨日首日交易的中国泰山科技集团表现平平,闭市报23.5分,自发售价24分微微收低2.1%。
  
新航挫跌14分至15.76元。高盛将其评级自“中性”降至“出售”,并将目标价从14.80元减至14元,主要因为燃油价格飙升及需求放缓。

昨日的全场成交量维持在约10亿3010万股,成交值亦维持在13亿6138万元。上升股249只,下跌股273只,1008只的股价持平。


Source

纽西兰再生能源以新加坡为营运总部

纽西兰再生能源集团Pure Power Global昨天宣布选择以新加坡作为其营运总部,并将通过我国展开积极的收购计划,部署其再生能源解决方案进入全球各地的市场。

该公司总裁米罗依(David Milroy)说:“即使石油供应停滞,全球对能源的需求仍快速,根据国际能源机构的预测,从现在到2030年,全球对能源的需求将增长57%,其中三分之二的需求是来自发展中国家,如中国和印度。到了2010年,发展中国家对能源的需求将超越工业国。”

Source

IPIT发售价定在1元

在本地公开发股上市的Indiabulls房地产投资信托(IPIT),决定将其发售价定在每股1元。
  
Indiabulls房地产投资信托昨天较早时也发表文告指出,已同其包销商德意志银行(Deutsche Bank)和美林(Merrill Lynch)达成协议,德意志银行和美林可在公开售股活动结束后,以每股1元至1.10元的价格,分别向IPIT购买1亿2468万股普通股。信托经理和包销商会在公开售股活动结束后,才决定最终的价格。
  
Indiabulls房地产投资信托通过公开发股上市,发售2亿6248万股新股,在售股活动结束前,只表示发售价的范围介于每股1.00元至1.10元,并将在主板挂牌。
  
公开售股原本在前天结束,后来展延一天,到昨天傍晚5时截止。
  
IPIT是印度办公楼面信托基金,让投资者参与蓬勃发展的印度经济以及其快速增长的服务业,把握投资于印度孟买市场的机会。
  
根据彭博社报道,Indiabulls在一封给投资者的电邮中,指出全世界第四大富豪米塔尔(Lakshmi Mittal)已同意购买其9100万股。
  
据莱坊(Knight Frank)的市场研究报告,孟买的租金在过去两年已增加了一倍。Indiabulls也表示,孟买有大约3%的办公楼目前是空置的。

Source

联钢交易商谈不一定有结果

尽管前日有消息指联钢科技(Unisteel Technology)已被Kohlberg Kravis Roberts & Co.(KKR)收购,联钢科技昨日却发出文告声明,它正在商讨的交易不一定会有结果。
  
联钢科技于5月2日曾发布消息,指有有意人士向公司提出某交易献议,双方正处初步谈判阶段。当时已有传言指集团将被收购。
  
集团前日又通过文告声名其已经步入谈判的最后阶段,将适时透露更多消息。
  
该股自周二开始暂停交易。集团昨日下午发出文告指出交易将继续暂停,并有待进一步通知。集团劝股东在交易恢复后不要轻举妄动,而应谨慎看待。

Source

中华建筑选择到我国挂牌 集团执行主席:现在上市可考验公司实力

尽管股市近期的表现不稳定、走势也不明朗,中华建筑(Sino Construction)却选择在这个时候上市。集团执行主席兼总裁赵传文信心满满地表示:“现在上市能够考验公司的实力。再说,有好的企业加入,市场才会有更好的表现。我们对海指接下来的走势有信心!”

每股售价39分
  
中华建筑于本地首次公开售股,将以每股39分发售1亿5269万8000股。其中,639万8000股为献售股,另外1亿4630万股为配售股。根据截至去年底的6.67分每股净利,此发售价的本益比约为5.85倍。

赵传文相信通过在新加坡上市,集团未来将有更好的发展。换作到中国申请上市,可能需要等上两三年的时间。若要到香港上市,公司的规模又不够大。因此对于身为中小型企业的中华建筑来说,新加坡这个市场最适合不过。再说,许多大庆公司如嵘燊集团、瑞日集团等都已选择到本地上市。
  
成立于1998年的中华建筑是黑龙江省大庆市领先的建筑与土木工程公司。在中国,它是C2级注册主要承包商,可以承接数额达人民币5亿元的合约。其客户有房地产业及基础设施的发展商,以及与政府相关的机构。
  
集团所完成的一些具标志性意义的项目,包括大庆市市民政务服务中心、大庆市时代广场会议中心、中国工商银行大庆分行办公楼等。赵传文表示:“基于我们的声誉,及具标志性意义公共与商业项目的业绩记录,集团有信心能够自大庆市的城市化与工业化所带来的建筑活动需求增长获益。”
  
赵传文透露,集团于去年12月受邀竞标大庆机场的建设与大庆火车站的迁移。两个项目都预计于今年开展。集团接下来将继续竞标大型、具标志性意义的项目。
  
截至今年4月1日,集团的订单总额达11亿7510万元(人民币,下同),将为今明两财年的业绩带来贡献。集团在05财年至07财年的营收与净利复合年增长率(CAGR)分别为45.6%及58.5%,07财年所取得的营收与净利则分别为11亿5940万元及1亿6850万元。
  
赵传文指出:“我们完善的供应链让集团能够有效地控制成本、获得优质的材料,并为客户提供合理的价格。这也促使集团能够交出优质的项目、与客户建立良好关系,并且从来未有任何完成的项目不符合客户标准。”

公开认购时间将于本月10日中午12时截止,股票交易预计于本月12日开始。所筹集的约3560万元(新元,下同)资金中,约1750万元将用来设立水泥搅拌站及添购辅助配备,约1000万元用来收购建筑机械及设备,其余作为一般营运资本。水泥搅拌站预计于今年底前开始营运,一年的混凝土产量约为100万立方米。
  
长远来看,集团预计拓展海外市场、将业务多样化,并在全世界打响名堂。集团也不排除收购、成立合资企业等发展的可能。

Source

新交所改革网络公告模块

新加坡交易所(SGX)正对新交所网络(SGXNET)上的公告模块(template)进行一些改革,从而为发表文告的上市公司在进行相关的披露时提供更大方便。

提升后的公告模块将从下个星期一(9日)开始生效,其中包括:委任宣布、终止宣布、每日股票回购通知、过户截止日期通知和观察名单上提供进一步的业绩信息。

新交所高级执行副总裁兼风险管理与条例主管杨莲心表示,上市公司在向市场进行披露上已大有进步,新交所正通过提升公告模块,来帮助发表文告的公司,进一步做出完整和及时的市场信息披露。股东也可以更容易地掌握上市公司的发展。

Source

中国自动合资公司 获奥迪5250万元合同

本地上市公司中国自动(China Auto Corporation)与欧洲自动汽车集团Dr Schneider Kunststoffwerke(DS),合资成立的汽车气孔零件和模具生产公司——DS中国自动汽车(Dr.Schneider CAC Automotive),获得了一项价值2500万欧元(5250万新元)的五年合同,为德国汽车制造商奥迪(Audi)生产塑料气孔模具。

这是奥迪首次把生产气孔零件的业务投放至中国工厂,该合同可以满足全球对奥迪最畅销的A4型号汽车气孔模具的需求。

合资公司现已在中国厦门选址设厂,负责生产汽车的气孔模具以及塑料部件。该厂首期将投资300至500万欧元,年产量预计为45万台,预计可在今年底开始投产,第一批出货将在明年年中。 

中国自动的执行主席郭成平表示,DS在生产汽车塑料模具和系统上拥有70多年的经验,双方的合作让公司对达到奥迪高质量要求深具信心。

他还表示,公司经过多年的努力终于打入了欧洲高端汽车制造商市场,这一合同将是公司与奥迪间长期合作的开始。

中国自动欧洲市场运作总裁赖特(Graham Wright)也表示,这项合同对公司的长期策略非常重要,它将成为公司其他有潜力客户的一个参照,因为中国自动也希望能与其他的高端汽车品牌合作,包括大众汽车、法国标致汽车集团(PSA)以及法拉利等多家大型汽车制造商。

他还坦诚,想要成功打入欧洲的高端市场并非易事。中国自动投资了大量的资金和人力,并在德国、西班牙和法国拥有工作人员,向欧洲的知名汽车公司证明公司有能力和技术,在成本较低的中国生产达到欧洲市场要求的高质量的零部件。

奥迪采购部门主管弗赖(Michael Frey)表示,中国自动拥有专业的技术和经验以及全球的业务能力,同时,奥迪还与DS一直保持着长期良好的合作关系,因此奥迪选择他们成为其合作伙伴。

该合资公司的最初缴足资本为2万元,中国自动与DS分别拥有该合资公司51%和49%的股权。

Source

Resorts World prepares to face up to manpower challenge

It is a sign of the times that the most oft-asked question of Resorts World at Sentosa (RWS) is not how it will fill its six hotels (1,800 rooms) or find customers for its attractions, but where it will find its staff.

By the time it opens in early 2010, the integrated resort is expected to have a total staff force of more than 10,000. While the main bulk of its staffing needs will be filled six to nine months before its opening, the company has started hiring for key personnel covering corporate functions and project management positions.

According to Ms Seah Ee Boon, Senior Vice President, Human Resources & Training, RWS, it currently has on its payroll about 200 employees across various departments like Communications, Finance, IT, HR, Legal, Marketing, Sales and Projects.

"This will be ramped up next year, six to nine months before our opening in early 2010," she said, to allow time for staff orientation and the necessary training.

About 30% of its entire staff strength will be working in the casino, while another 30% will be deployed at Universal Studios Singapore. The rest will be distributed throughout its other attractions, six hotels, shows, MICE (Meetings, Incentive Travel, Conventions and Exhibitions) and events, said Ms Seah.

And Ms Seah knows it will not be easy finding the manpower. "Not unlike many organisations, we face the manpower crunch in the current booming economy," she said.

Drawing upon synergies and alliances

Since winning the contract to build RWS in December 2006, Ms Seah said the company has been working very closely with the universities, polytechnics and ITE as well as government agencies such as the Singapore Tourism Board (STB), the Workforce Development Agency (WDA), the National Trade Union Congress (NTUC) and Ministry of Manpower (MOM), to draw synergies and alliances for manpower planning and training.

In July 2007, it signed the Singapore National Employers Federation (SNEF) pledge to adopt Fair Employment standards "and have ensured we do not discriminate for hiring".

"Also, we are committed to hiring Singaporeans, and hence are working closely with government agencies for hiring of older workers, back-to-work mothers, physically challenged and yellow ribbon groups."

However, Ms Seah said, the shortage of manpower and an ageing workforce is a reality. "Given the tight labour situation and also the shortage of skill sets for certain areas of work, including theme parks and casinos, there will be a need for us to hire from overseas, especially to infuse role model training and 'cast and crew members' concept as well as quality assurance in maintenance of sophisticated shows and rides.

Hiring and fast tracking a key part of plan

Ms Seah Ee Boon, Human Resources Director, Resorts World at Sentosa.

"Our target groups would include experienced managers and staff from diverse industries as well as fresh graduates and school leavers. We will also hire staff from beyond the hospitality sector. Besides those with experience in theme parks, resorts, hotels, shows, events and F&B companies, we will also be hiring from banks, retail stores, engineering companies, IT firms etc.

"In a nutshell, we plan to first hire and 'fast track' a core group to undergo intensive training, which involves some overseas attachment. This group will then work on pre-opening projects as well as training those who join later - like their second line and so on.

"Hiring will be intensified by second half of 2009, when we prepare for our pre-opening. Training programmes and on-the-job training will be varied depending on job nature. For example, some staff will get to cut their teeth at other Universal Studios theme parks and our sister company, Genting Highlands Resort in Malaysia."

Added Ms Seah: "We strongly believe - and are confident - in being a good employer.

"Besides providing good career opportunities and prospects, and the creation of fulfilling and enriching jobs, we will also endeavor to promote our employees' well being. We are looking for talents with a good service mindset and very importantly, those who are fun-loving with zest and good energy level.

"Due to the nature of the resort operations, we will also need staff who are flexible towards working hours; this include service staff who will be required to work when the resort is closed for the day."

Response to RWS' manpower overtures has been "tremendous", said Ms Seah. "We see a lot of excitement and buzz from those who attended our career talks, our interactions within the tourism sector as well as from the applications we have been receiving. It has been most encouraging and we look forward to a very successful recruitment drive."

Training critical to differentiation

On what is needed for Singapore to tackle its manpower challenges so that its tourism services can remain at a quality that will command premium rates, Ms Seah said: "Much has been said about the service standards here in Singapore. For local tourism products and hospitality offerings to soar, emphasis must be given to both training and inculcating the need for not just acceptable service - but excellent service - which so many countries are synonymous with.

Service is the one differentiating factor that separates the good from the excellent, and this is something that we need to focus on to ensure that we are top-notch."

On its training programmes especially with regards to the softer skills of interpretation should this be interaction? Or referring to actual interpretation of other languages? required in the theme parks and attractions, Ms Seah said staff would be trained to deliver a most memorable guest experience, yet with safety in mind.

"For example, someone taking on the role of a costumed character would have to be exuberant and expressive, while a theme park ride operator has to be meticulous and vigilant in ensuring that all safety harnesses are in perfect working order.

"Besides conventional training methods, specialised training for specific jobs will also be emphasised as part of our learning culture. This includes sending staff for on-the-job attachments at other Universal Studios Theme Parks. Locally, we are already in collaboration with various government agencies and learning institutions, and will be most happy to explore opportunities to work with industry partners."

Source

荣南控股获总值8335万元建筑承包合同

荣南控股(Yongnam Holdings)取得滨海湾金沙(The Marina Bay Sands)综合度假胜地的两个建筑承包合同,总值8335万元。它在去年11月和今年5月间,已取得了四个合同,总值1亿7770万元。

两个新的合同当中,一个是日本五洋建设公司(Penta-Ocean Contruction)发给的,价值4135万元,荣南控股将为这个客户供应、装配和建起综合度假胜地的ArtScience Museum的钢筋结构。

第二个合同是胜宝旺工程建筑(Sembawang Engineers and Constructors)发给的,价值4200万元,荣南控股将为该客户供应、装配和建起综合度假胜地的赌场和剧场墩座的钢筋结构。此外,它也将为该项目供应、装置和拆除零时支架、装备和覆工钣(metro decking)等。

Source

Saturday, June 7, 2008

美国商品市场:黄金大幅上涨;因美元下挫;油价飙升

黄金及其他贵金属期货周五大幅上涨,交易员和分析师们称,受美元疲软和创纪录的原油价格上涨影响。

几位交易员称,另外一个支撑贵金属价格走高的因素来自以色列副总理Shaul Mofaz的言论;他警告称,如果伊朗发展核武器项目,以色列可能会对其发动进攻。

CNCB电视台周五报导,美国国防部(U.S. Defense Department)一位官员称,没有迹象显示以色列正准备向伊朗采取军事行动。

纽约商交所Comex八月黄金结算价上涨23.50美元,报每盎司899美元;七月白银上涨26美分,报每盎司17.43美元。

黄金周四触及三周低点,引发新的投机性买盘以及空头回补。

与此同时,七月铂期货飙升68.80美元,结算价报每盎司2,081.30美元;九月钯期货飙升6.40美元,至433.80美元。

七月铜期货合约上涨8美分,至每磅3.6230美元。

Friday, June 6, 2008

新加坡股市收盘持平,因投资者获利回吐令股指回吐涨幅

新加坡股市周五收盘基本持平,因尾盘时段获利回吐盘抵消了早盘时投资者逢低买进带来的涨幅。

不过,分析师对股市走势持乐观态度(基准股指周五一度上探盘中高点3184.93点),预计股指短线有望突破3200点。

新加坡海峡时报指数收盘涨2.84点,至3146.73点,涨幅0.1%,盘中高点为3184.93点。

30只成份股中有13只收盘上涨。

大盘273只股票下跌,250只股票上涨。

与周四一样,市场成交量仍较低,为10亿股,因尽管美国股市前夜走高,但由于市场对宏观经济前景感到担忧,投资者选择离场观望。

云顶国际将竞标 英国附设赌场娱乐城

云顶国际(Genting International)成为英国The NEC Group的合作伙伴,将携手在英国发展一个消闲娱乐城,发展成本达9000万英镑(2亿4000万新元)。

该消闲娱乐城就坐落在英国伯明翰国家展览中心(The National Exhibition Centre,简称The NEC)内。云顶国际是通过英国子公司Genting Stanley (Solihull)Limited,进行这个合作项目。虽然具体详情未确定,但云顶国际发布消息时透露,该消闲娱乐城将有个“大型赌场”、水疗美容养生设施(spa)、酒店、优质酒吧及参观以及其他消闲项目。

The NEC是英国最成功的展览会场,每年吸引超过300万访客,建议中的消闲娱乐城,将为该中心增添吸引力。这个项目还需取得英国当地政府(Solihull Metropolitan Borough Council)批给执照,以经营该大型赌场。合作团队将参与竞标活动,以取得赌场经营执照。

Source

Brokers' Take

Sino-Environment Technology
June 5 close: $1.65
UBS Investment Research, June 4

$149 million convertible bond with equity swap: Sino-Environment is issuing $149 million of 4 per cent coupon convertible bonds with $2.19 conversion price, maturing in July 2013 with an investor put date in July 2010.

Sino-Env will use $67 million to enter an equity swap at $1.8276, while $76 million is earmarked for capital expenditure, working capital and M&A activities. We think that the downside, apart from dilution, is the risk from the periodic swap settlement.

We question the need for the convertible bonds, since Sino-Env's 648 million yuan (S$128 million) net cash is sufficient for its current expansion plans.

For de-nitrogenation Sino-Env will spend 265 million yuan for its facility, working capital for three desulfurisation projects should soak up 150 million yuan, and the remaining cash coupled with bank borrowings can be used for acquiring the new dust elimination company and the remaining 40 per cent of Weidong.

We think this could be a prelude to announcements that may be related to:
1) major desulfurisation and de-nitrogenation M&As; and
2) large desulfurisation project wins. Taking the long position on the swap also suggests that management is very confident of positive share price performance, in our view.

Valuation: We are reviewing our estimates. Our 12-month TP of $1.96 is based on discounted cashflow and assumes 10 per cent cost of equity and 2.5 per cent terminal growth.
BUY


China Hongxing Sports
June 5 close: $0.57
Kim Eng Research, June 4

SUCCEEDING at home and abroad: We recently received questions from clients about:
1) whether higher export sales in Q1 2008 suggest less management focus on the domestic market; and
2) whether higher overheads related to current ongoing programmes for store upgrading (revenue discounts) and store lease advance programmes will be temporary or permanent.

What's all the fuss about exports? Export mix in Q1 2008 was higher at 20 per cent of total sales compared to 12 per cent in 2007. The reasons for this are: 1) seasonality, 2) more apparel sales versus previous years, and 3) new overseas markets (eg Brazil, Vietnam, Ecuador, etc). Amidst this, domestic sales still reassuringly grew more than 35 per cent y-o-y.

Domestic sales should accelerate in H2 2008 and reduce the export mix: The higher exports certainly do not mean management is paying less attention to the domestic market, as can be seen from the higher spending on advertising & promotions this year (20 per cent versus 15 per cent in 2007). However, exports serve as a useful valve to keep capacity fully utilised and are opportunistically channelled to demand hotspots.

Vitally, export margins exceed domestic margins due to zero advertising & promotional costs. Also, as export markets are price-takers, we do not expect average selling price growth, currently projected at 5-6 per cent in 2008, to be capped at anything less.

Expansion-related overheads are temporary: China Hongxing currently has two store-related incentive programmes: a one billion yuan (S$197 million) disbursement programme to secure the leases of premium locations for mid-sized stores (100-200 sq m versus the average of 67 sq m), which they aim to complete before August 2008 (499 million yuan already disbursed); and
a 200 million yuan sales discount programme to incentivise distributors to upgrade older stores, which will end in Q1 2009. Normally, distributors are required to self-fund store upgrades every three years, but the current round is ahead of schedule.

Already seeing positive returns: China Hongxing aims to have 420 mid-sized stores opened by August 2008 (183 opened as at end-Q1 2008). Normally, it takes about six months for each store to reach six million to eight million yuan in revenue per annum, which will allow each store to be self-sustaining.

So far, the trend has been encouraging, with some stores reaching the targeted revenue within 4-5 months. We expect the revenue impact of the expanded floor space to be felt more in H2 2008, as the new stores will need to stock up on inventory. We are maintaining our 'buy' recommendation, with a TP of $0.87.

BUY

Thursday, June 5, 2008

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