plus 2, KYMCO USA Named Official Scooter and ATV of NHRA - Who Won |
- KYMCO USA Named Official Scooter and ATV of NHRA - Who Won
- BFG Tires, Honda, R. Gordon, Wilson, Stapleton, COPS All Big Winners ... - Who Won
- Interview With Yoke Meng Kam: Portfolio Manager Of The Singapore Fund ... - Yahoo Finance
KYMCO USA Named Official Scooter and ATV of NHRA - Who Won Posted: 10 Dec 2009 10:53 AM PST Thursday, December 10, 2009 KYMCO USA Named Official Scooter and ATV of NHRA by Anthony Vestal ORLANDO, Fla. -- NHRA officials announced today that the world's largest motorsports sanctioning body has partnered with KYMCO USA, a longtime leader in quality, fuel-efficient scooters, ATVs and UTVs. As part of the agreement, KYMCO USA will become the Official Scooter and ATV of the NHRA. fivefilters.org featured article: Normalising the crime of the century by John Pilger |
BFG Tires, Honda, R. Gordon, Wilson, Stapleton, COPS All Big Winners ... - Who Won Posted: 07 Dec 2009 05:20 AM PST Monday, December 7, 2009 BFG Tires, Honda, R. Gordon, Wilson, Stapleton, COPS All Big Winners at 2009 SCORE Desert Series Awards by Dominic Clark LAS VEGAS -- BFGoodrich Tires, Honda, Wilson Motorsports and NASCAR Cup team owner/driver Robby Gordon were all big winners Saturday as SCORE International officially concluded the five-race 2009 SCORE Desert Series with the annual SCORE Awards Night at the Hard Rock Hotel and Casino in Las Vegas. Among the others earning SCORE Off-Roadsman of the Year awards were Baja Pits, COPS Racing, and Mike Stapleton. fivefilters.org featured article: Normalising the crime of the century by John Pilger |
Interview With Yoke Meng Kam: Portfolio Manager Of The Singapore Fund ... - Yahoo Finance Posted: 11 Dec 2009 04:46 AM PST 67 WALL STREET, New York - December 11, 2009 - The Wall Street Transcript has just published its China & Japan Report offering a timely review of East Asian stock markets for serious investors. This 132 page feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online. Topics covered: Chinese ADRs - Asia Pacific Fund - Greater China Fund - Non-Mainstream Names - China and the US, The Most Vibrant Growing Global Economies - Japan Equity Fund - Expectation of Strong Earnings in Singapore Companies - Thai Government Key Driver for Economic Recovery in 2010 Companies include: Deer Consumer Products (DEER); Lonrho Africa (LNAFF.PK); Nintendo (7974_JP); Puda Coal (PUDA); AU Optronics (AUO); Acorn (ATV); Alcon (ACL); Amphenol (APH); Apple (AAPL); Baidu (BIDU); BioPharm Asia (BFAR.OB); British Petroleum (BP); CNOOC (883_HK); Canadian Natural Resources (CNQ); Chaoda Modern Agriculture (0682.HKG); Cheung Kong Holdings (CHE.SG); China Automotive Systems (CAAS); China Housing & Land (CHLN); China Merchants Bank (3968_HK); China Mobile (CHL); China Ritar Power (CRTP); China Sky One Medical, Inc. (CSKI); China Unicom (CHU); China Valve Technology (CVVT); Chunghwa Telecom (CHT); Cisco (CSCO); Cogo (COGO); Disney (DIS); DuPont (DFT); Ezra Holdings (5DN.SIN); F5 (FFIV); FEMSA (FMX); Fanuc (6954_JP); Flextronics (FLEX); Global Sources (GSOL); HK Exchange (388_HK); Hewlett-Packard (HPQ); Honda (HMC); ICBC (1398_HK); ICON (ICLR); Juniper (JNPR); KONE (KNEBV.HEL); Komatsu (6301_JP); L'OrŽal (LOR.BE); LG Display (LPL); LIC Housing Finance (LICHF.IN); MUFG (MUFG); McDonald's (MCD); Mitsubishi UFJ (MTU); Molex (MOLX); Nabors (NBR); NestlŽ (NESR.F); Nobel Biocare (NOBN.VX); Orascom Telecom (OTLD_LI); Pargesa Holdings (PARG.SWF); Roche (RO.SW); SK Telecom (SKM); Sanofi-Aventis (SNY); Sasol (SSL); Singapore Telecom (SGAPY.PINK); SinoHub (SIHI); Sinopharm (1099_HK); Sony (SNE); Swiss Water Decaf (SWS-UN.TO); Terna (TRN.BIT); Total (TOT); Total Produce (T70.BE); Toyota (TM); Toyota (7203_JP); Venture Corporation (V03.SIN); WSP Holdings (WH); Wal-mart de MŽxico (WMMVF.PK); Winner Medical (WWIN); Wonder Auto Technology (WATG); Xcel Energy (XEL); Yamaha Motor (7272.JP); Yongye International (YONG); Yum! Brands (YUM). In the following brief excerpt from just one of the 27 in depth interviews in the 132 page Special Report, a top tier portfolio manager discusses the outlook for the East Asian stock markets for investors. Yoke Meng Kam joined DBS Asset Management Ltd. in December 2007 as Head of Asian Equities. He has 16 years of fund management experience in OCBC Asset Management and Lion Capital Management, where he last held the post of Head of Equities and Deputy Head of Asian Equities respectively. He has extensive experience in managing portfolios whose mandates range from absolute return to benchmarked mandates relating to Asia Pacific ex-Japan, ASEAN and other single country funds/portfolios. He was also responsible for making portfolio allocation decisions and overseeing the investment process. He graduated with an Honors Degree in Accountancy from the National University of Singapore. He is also a Chartered Financial Analyst. TWST: What about the Singapore companies you have found attractive? What are some of the core holdings in the Singapore Fund? Mr. Kam: We have a couple of stocks that have been big winners for the fund this year. One of them is Venture Corporation (V03.SIN), that is an OEM providing manufacturing and design services for electronic appliances. The stock price has collapsed because of the downturn in the economy. This resulted in a greatly reduced order book. Furthermore, they have also invested in some CDO portfolios and took major write-downs. Having said that, I think we took the opportunity sometime in the early second quarter to move back into the stock. We believe that the downturn in the operations is temporary in nature, given that the management has proven in the past to be very astute and are able to weather the ups and downs of their marketplace. Secondly, which on hindsight has come as a bonus to us, there has been a substantial write-back of their CDO portfolio, which may result in upside of S$0.50 per share in net asset value to the company by the end of next month, when the CDO portfolio matures. The second stock that we have a major position and which have done well for us is Ezra Holdings (5DN.SIN). That is a company in the offshore marine sector, which owns a fleet of offshore supply vessels. Ezra is moving up into related industries such as subsea engineering and ownership of some FPSO. Its share price has also been affected by the meltdown in the stock market. We took the opportunity to increase the position because we were convinced that the long-term outlook for the company remained very robust and that when the dust settle down, the company would be able to see a resurgence of their order book. Their fleet of offshore marine vessels has got quite decent long-term charters, and they were chartered at fairly attractive rates, given that this fleet is fairly young and new. We are happy to hang onto the position, as they offer tremendous upside opportunities. The Wall Street Transcript is a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs and research analysts. This 132 page special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online . The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations. For Information on subscribing to The Wall Street Transcript, please call 800/246-7673 fivefilters.org featured article: Normalising the crime of the century by John Pilger |
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