: Kevin Scully Blog

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What's being most talked about around here.

Commented on
03 Nov 11	What others are saying ? Thought I would check with "Dr Doom" - Marc Faber, senior management of a large listed property company and a broker (6 Comments)
11 Jun 11	My stock picks / Singapore portfolio was started in October 2008.....changes after the 2009 reporting season (23 Comments)
06 Mar 10	2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important (6 Comments)
04 Feb 10	Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!! (8 Comments)
	China Animal Healthcare delivered a decent set of Q3-2009 results last week.....worth a second look on a six to nine month view (0 Comments)
	Midas Holdings - announces that its intended dual listing in Hong Kong will be a global offering of 300mn shares at 10% discount to its Singapore price (0 Comments)
	Armstrong's analysts' meeting yesterday was encouraging.....keep stock in stock pick list....am also raising my price target (0 Comments)
	Broadway Industrial Group - one of my stock picks has just reported a 219% rise in Q3-2009 e net profit to S$8.66mn (0 Comments)

Hot Topics

My stock picks / Singapore portfolio was started in October 2008.....changes after the 2009 reporting season

Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!!

2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important

Kevin's stock picks

Stock	Date
AEM Holdings	12/04/12
China Animal Healthcare	2/03/12
Tee International Ltd	5/07/11
Juken Technology	27/09/10
Fuxing China Group	21/07/10

...more

Recent Posts

Francken offers $0.18 in cash for each Juken share or 1 new Francken share for every 1.8 Juken shares subject to.......
Thursday 17 May

Summary of Armstrong Q1-2012 analyst briefing this morning
Wednesday 16 May

Armstrong Industrial Group announces Q1-2012 results with net profit growth of 20.3% to S$5.43mn.....despite a decline in turnover by 7.1%
Wednesday 16 May

Recent Comments

Francken offers $0.18 in cash for each Juken share or 1 new Francken share for every 1.8 Juken shares subject to.......(2)

Innotek reports loss of $4.46mn for Q1-2012 on a 15.2% fall in revenue to $70.36mn.....results highlights and takeaways from results briefing...(1)

Sundays Times article - The Shady side of penny stock rallies confirms broker intervention......looks like the penny rally may end soon(1)

The early 2011 stock market rally is the continuance of the QE2 fuel......no major change in global macro fundamentals.....so where are we heading ?????(13)

China Animal Healthcare - an old Stock Pick delivers a strong set of 2011 earnings.....I am adding it back to my Stock Picks......find out why(2)

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Kevin's Favourite Websites

Tan Kin Lian's Blog - fomer CEO of NTUC Income

The big picture - Macro perspective on the capital markets

The Finance – collection of personal and investing blogs

The Motely Fool - Finance, investing

The street - US finance with Jim Cramer of CNBC's mad money

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Newspaper clippings

Business Times-A long bottomed U-shaped recovery - 20 Aug 2010
Launch of SNCIR Scheme - 11 Feb 2010
InvestFair'09 - 22-23 Aug 2009
Business Times - China stocks look expensive - 25 Aug 2009

Invest Insight Seminar 23 Oct 2010 Invest Insight Seminar 23 October 2010

Invest Insight Seminar 23 October 2010

Lim and Tan Seminar Slides Lim and Tan Logo

Videos & Recordings

Opportunity calls - corporate earnings/guidance must support recent price gains for rally to continue
22 June 2009

CNBC Video - Time to switch to defensive laggards as rally looks stretched
06 May 2009

CNBC Video-Markets to give back recent gains, will test the old lows
07 April 2009

Channel News Asia - First Quarter 2009 Singapore market review
31 March 2009