Robin Ho Smartrade: April 2013

Neratel - DMG-OSK Earnings Review Report

OSK- DMG upgraded price target on Neratel to $0.79.
A bullish report.
Neratel trades 4 cts ex-dividend on 2 May 2013.

All posts and charts are for educational and illustration purposes only

Crude Oil - Breakdown on the Weekly Chart

Crude Oil has dived almost 20 percent in two months, the first time since July crude went below $100 a barrel . The latest dip was part of a broad sell-off in commodities as well as fears of a global economic slowdown. Oil prices climb usually higher when economic activity picks up. I think this time may be different.

First, supply. America’s supply shale gas and oil has been outstripping estimates. Eventually, the American energy revolution may spread gobally.

Second, Alternative energy has been found after years of high crude prices. New vehicles worldwide are more fuel effiecient. China’s growth is moderating, moving away from oil-intensive heavy industry and construction towards consumption and services.

Third, cheap natural gas is replacing crude’s monoploy in transport fuel. Energy consumer are currently paying $95 for a barrel of oil, can get the same amount of energy from American natural gas for around $25.

The change in dynamics may continue to cause crude to trade at or below $90 even if global growth picks up. I stay bearish on oil related stock like Ezra, Keppel and Semarine

All posts and charts are for educational and illustration purposes only

Japanese QE - Singapore Stocks With Japanese Asset Exposure

The Bank of Japan has announced quantitative easing worth US$72 billion per month , the QE will continue to end-2014.

Japan QE weakened the yen thus boosting Japanese companies earnings that will eventually inflate asset prices.

In weakening the yen, it is directly negative to the Korea , China and Asean economy.

Fund Flow may be diverted from these countries to Japan.

Singapore Stocks with exposure in Japan are Saizen, GLP Global, IPC etc. I think it may be worth watching these stocks for possible upgrade.

All posts and charts are for educational and illustration purposes only

Yoma forms JV with Jamaica's Digicel to bid for Myanmar phone licence

18 Telecos have been shortlisted for 2 mobile licences, Yoma / Digicel is one of the shortlisted company. No guarantee that Yoma will get the licence. No reason to get too bullish until licence awarded.

source : TMTFinance.com

All posts and charts are for educational and illustration purposes only

Thank You Card

To my Students of March 2013 Master the Markets Stock Course:

Thank you for this great card and your presents.

Robin.

All posts and charts are for educational and illustration purposes only

Robin Ho Smartrade

Guocoleisure

Neratel - DMG-OSK Earnings Review Report

M1 - Due for a correction

ROBIN CONDUCTS FUTURES TRAINING COURSE IN KL FOR RHB BANK

Robin's Stock Course - Master the Markets (May-June 2013 Intake)

Guocoleisure

Rowsley - Broke out of downtrend on good volume

Ezion - Technicals turning bearish

Hangseng - Turning bullish

Sinograndness - Start of a correction

Ezion - Broke key support at $2.09

Crude Oil - Breakdown on the Weekly Chart

SIA Engineering

MapletreeGCC - Broke out of consolidation

Sembmarine

Indoagri - Broke down from 1.5 years support

Gold - Broke down from long term support at 1530.

Ezra - 2Q13 results weak

Yoma

Breadtalk

Aussino

Blumont - One Big Flush

Annica - Formed a double bottom?

IPC - Japanese asset inflation play

Japanese QE - Singapore Stocks With Japanese Asset Exposure

Biosensor

Indoagri - Could breakdown below long term support

Capitamall Asia - Trend breakdown

Aussino - Awaiting for RTO news

Yoma forms JV with Jamaica's Digicel to bid for Myanmar phone licence

HPL - Another NAV play

Guocoleisure

Thank You Card