Frederick Goh

Cosco Corporation (Singapore) Limited (last:7.10 high: )
COSCO Corporation (Singapore) Limited (COSCO) is an investment holding company. The Company’s operations in Singapore and Malaysia are principally in shipping, ship repair and marine engineering activities, rental of property and investment holding, and in the People’s Republic of China the operations are principally in ship […]

Source : UOBKayhian report
There have been various conflicting announcements from STATS ChipPAC. The latest information is as summarised below:
Marathon Asset Management owns a 5.02% stake in STATS ChipPAC and is
a substantial shareholder. It also has dispositive but non-voting authority over another 1.84% stake.
OZ Management previously owned a 5.78% stake in STATS ChipPAC.
However, OZ […]

STI Chart since 26 Feb 2007

Most of the analysis indicated that this rebound is temporary and further down side is very very close. According to OCBC’s report, such correction should take at least 3 months to settle down, but this round it only take a few days, so chart wise the down trend is […]

For chip testing, i always switch between these 2 stocks, but i’ve been making wrong switches since years ago…… so much potential profit slip away…..
Wrong Switch ONE : i got UTAC around 50 or 60 cents, wait for months before it hit 70+, during that time stats is kind of lagging so i […]

primary is because of recent run, the price has up for 20% in a short period and most of the upside already factored in. hopefully this can trigger a switch to different chip testing and packaging counter like UTAC

OCBC Investment Research said it has initiated coverage of Biosensors International Group with a “buy” call and a fair value of 1.05 sgd on the company’s positive outlook given the likelihood of regulatory approval for its BioMatrix drug-eluting stent (DES) and higher sales of its biodegradable DES technology. “We forecast that regulatory approval for […]

Singapore semiconductor sector upgraded to ‘overweight’ - CIMB-GK
CIMB-GK Research says it has raised its rating for the semiconductor sector here to “overweight” from “hold,” saying that strong fundamentals and the peaking of the interest rate cycle next year would support increases in the valuations of stocks in the sector. “We expect the recent breakout […]

UBS Investment Research
UBS Investment Research says it has raised its rating for STATS ChipPAC to “buy” from “neutral” and increased its target price for the stock to 1.60 sgd from 1.05 sgd because it believes the company is recovering. “We believe STATS is an attractive margin recovery story, and think current restructuring can deliver […]

Private equity firm Carlyle Group is making a move to acquire Advanced
Semiconductor Engineering Inc. (ASE), a Taiwanese test and assembly house,
for $5.46 billion. If the deal closes, ASE may be freed from cumbersome
Taiwan regulations that limit its investments and technology transfers to
China.
ASE […]

Decided to separate my investment log from all the news, broker calls, my view, etc.

Q: Let’s start with some background information about the group?
The Group manufactures and distributes PET chips and yarn products for the textile industry in China.
The Group reported a 57.9% increase in earnings to RMB61.7mil for the half year ended 30 June 2006. What were the factors that contributed to the strong growth at half-time?
The […]

UTAC

STATSChP

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