EDGE summary 2 Jul (zt from CNA)
所在版块：狮城财经 发贴时间：2007-07-01 18:57

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THE EDGE ISSUE - JUL 2 - JUL 8, 2007. BUY/SELL/HOLD *NEW

COVER PAGE : Corporate Singapore 2.0. There are some 2,000 Singaporeans making money on Ebay (Page 16 to 18 )

COVER STORY : New media competes for Asian ad dollars (Page 17)

COVER STORY : Large online marketplaces a godsend (Page 18 )

COVER STORY : More to come from the party of Four. Koh Brothers, Heeton Holdings, Lian Beng Group and KSH Holdings on their JV company Phileap Pte Ltd set up to acquire Lincoln Collective Sale site for $243 Million.

CPI inflation edged higher on food, transport and communication costs (Page 6)

Singapore's hotel room rates rise a record 25% in May. (Page 6)

Rickmers Maritime's growth plans gain investor acceptance (Page 8 )

How investors quietly took back Yellow Pages (Page 10)

Zhonghui broadens earnings with deal to lease and manage waste recycling plant (Page 12)

NOL to spend US$1 Billion on ships (Page 13)

Focus on Thailand, Taiwan, HSBC says (Page 13)

Coal's time to burn hot (Page 14)
-Noble Group
-Olam Internationals
-Straits Asia Resources
-Magnus Energy

CH Offshore finally gets noticed (Page 19)

Oculus buys China power plant, hints at China property exposure (Page 20)

Meghmani's starry Indian debut (Page 20)

Saudi hand in Maxis' comeback ? (Page 21)

MOX minorities fight back and win (Page 21)

Bank of England struggles to keep staff (Page 22)

The property lending boom (Page 23)

TECH stocks to rise (Page 24)

-Possible acquisition of UTAC by Private equity
-Next most likely targets should be Global Testing & Meiban Group.
-Market players believe that SATS is likely to be privatised.
-Star Cruise could see some corporate action.
-Eagle Brand and Stamford Land are also possible takeover targets
-Lim & Tan research believes that City Developments may buy Suntec REIT.

What to look out for :

IPO : China Sunsine Chemical Holdings to start trading on Jul 5, 2007.


CAPITAL STRATEGIST : (Page 25)

-Citigroup raises forecasts for Australian and New Zealand dollars.
-China currency reserves plan may worsen bond slump.
-Emerging-markets stocks fall out of favour with Lehman.


UP 28% : THE EDGE 2007 STOCK PICKS : (Page 26)

-Jaya Holdings
-FJ Benjamin
-CapitaRetail China Trust
-DBS
-Singapore Airlines
-Singapore Exchange.
-Wilmar International
-United Envirotech
-Straits Times Index
-SingTel
-United Engineers


JF Asset Management increases stake in Longcheer (Page 30)

Stalled by property (Page 36)

The Rally is over, but what next ? (Page 36)


BROKERS DIGEST :


CapitaCommercial Trust - MAINTAIN HOLD (tp = $2.62)

Ezra Holdngs - OVERWEIGHT (tp = $8.60)

Neptune Orient Lines - DOWNGRADE TO REDUCE 2 (tp = $4.80)

CDL Hospitality Trust - MAINTAIN BUY (tp = $2.81)

Hongguo Int'l Holdings - MAINTAIN BUY (tp = $1.56)

OCBC Bank - MAINTAIN BUY (tp = $10.20)

Cheung Woh Technologies - MAINTAIN HOLD (tp = 0.32 cents)

Hsu Fu Chi International - BUY (tp = $1.41)

Penguin Boat International - BUY (tp = 0.42 cents)

Delong Holdings - BUY (tp = $4.56)

Keppel Corp - MAINTAIN BUY (tp = $14.80)

SC Global Devts - MAINTAIN BUY (tp = $7.55)

Epure Int'l - MAINTAIN BUY (tp = $2.39)

Lion Asiapac - UPGRADE TO BUY (tp = 0.36 cents)

SembCorp Marine - MAINTAIN BUY (tp = $6.10)

Sincere Watch - MAINTAIN BUY (tp = $1.60)

UTAC - MAINTAIN OUTPERFORM (tp = $1.63)

Wilmar International - MAINTAIN BUY (tp = $4.32)

Stamford Tyres Corp - HOLD (tp = 0.53 cents)

The Ascott Group - BUY 1 (tp = $2.30)

United Overseas Land - MAINTAIN OUTPERFORM (tp = $7.14)


PERSONAL WEALTH SECTION :


Room to run (Page PW 1)

US Economy to start looking brighter in 2008 (Page PW 2)

It's maniac... the kind of market that precedes a crash (Page PW 4)

Seeking high-yielding stocks with capital growth (Page PW 8 )


VOLUME MOVERS :

Sapphire Corp Ltd.

Eastgate Technology Ltd

Armada Group Ltd

Yongnam Holdings Ltd


HOT STOCKS :


Has the bubble burst for property stocks ? (Page 37)

Keppel Land - Poised for a breakdown (tp = $7.60)

Guocoland - Possible breakout (tp = $4.50)

Capitaland - Weak but stronger than Keppel Land (tp = $6.80)

United Industrial Corp - Uptrend intact (tp = $4.00)

City Developments - Poised to break its moving average (tp = $14.40)

United Overseas Land - Greater relative strength (tp = $7.20)



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