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jeenli Member	11-Feb-2025 14:32        jeenli About Contact  Quote this Post!
x 0   x 0  Alert Admin	Are you aware that the stock would need to go up another 100% just to match the same valuation as Marco Polo which is considered undervalued? To begin with, it should have never dropped the way it did when it fell from $0.40, some creditors simply wanted out when it got relisted. The current price is just 10 cents above the listing price from when the company negotiated with creditors many years ago during a period when the entire marine sector was depressed superstartup      ( Date: 11-Feb-2025 11:50) Posted: Not greedy. Had started selling off my long term holdings, albeit in batches. Enjoyed a nice run from 15+ . Good luck guys.
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superstartup Elite	11-Feb-2025 11:50        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Not greedy. Had started selling off my long term holdings, albeit in batches. Enjoyed a nice run from 15+ . Good luck guys.
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PQTPQK Supreme	10-Feb-2025 09:18        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	cheong !!! superstartup      ( Date: 09-Feb-2025 20:44) Posted: Datuk and gang pushing hard on this counter Another new article write-up out SGX Listed : Pure OSV players -  Nam Cheong, Vallianz Part OSV player - Marco Polo
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superstartup Elite	09-Feb-2025 20:44        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Datuk and gang pushing hard on this counter Another new article write-up out SGX Listed : Pure OSV players -  Nam Cheong, Vallianz Part OSV player - Marco Polo
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PQTPQK Supreme	07-Feb-2025 15:09        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.49 now superstartup      ( Date: 07-Feb-2025 14:46) Posted: The 2 pure OSV companies moving
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superstartup Elite	07-Feb-2025 14:46        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	The 2 pure OSV companies moving
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superstartup Elite	07-Feb-2025 11:26        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	But please perform your own DD superstartup      ( Date: 07-Feb-2025 11:11) Posted: No new news. But hopefully with 4 Qs of stable earnings from operations, there is a re-rating of the counter. Now trading at PE 3+ only. Our Analysts usually like to wait for few quarters of stable earnings before re-initiate coverage of the company.  FY result end of the month.  PQTPQK      ( Date: 07-Feb-2025 10:53) Posted: any good news? seem like going break high ....
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superstartup Elite	07-Feb-2025 11:11        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	No new news. But hopefully with 4 Qs of stable earnings from operations, there is a re-rating of the counter. Now trading at PE 3+ only. Our Analysts usually like to wait for few quarters of stable earnings before re-initiate coverage of the company.  FY result end of the month.  PQTPQK      ( Date: 07-Feb-2025 10:53) Posted: any good news? seem like going break high ....? superstartup      ( Date: 07-Feb-2025 10:51) Posted: Luckily play marine OSV sub sector, which lags the general market
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PQTPQK Supreme	07-Feb-2025 10:53        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	any good news? seem like going break high ....? superstartup      ( Date: 07-Feb-2025 10:51) Posted: Luckily play marine OSV sub sector, which lags the general market
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superstartup Elite	07-Feb-2025 10:51        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Luckily play marine OSV sub sector, which lags the general market
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superstartup Elite	04-Feb-2025 12:34        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Within the marine sector, think left OSV sub-sector yet to fully re-rate
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superstartup Elite	31-Jan-2025 13:07        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Added NamCheong early morning Also added  Vallianz (the last OSV laggard), but can' t get much though
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superstartup Elite	31-Jan-2025 10:32        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	A nice swing up again
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PQTPQK Supreme	22-Jan-2025 14:21        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	when is the result ?  superstartup      ( Date: 20-Jan-2025 15:24) Posted: Totally out of Japfa liao Now let' s wait and see Nam Cheong FY result, which will be a total of 4 Qs profitable stable earnings from Operations Hopefully re-rating come soon
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superstartup Elite	21-Jan-2025 20:55        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	At closing Trade-At-Close timing, one mouth scooped up all the 445 (around 300k shares done, with outstanding order unfilled). At current price, Nam Cheong trading at PE slightly over 3 only. Info. only
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superstartup Elite	21-Jan-2025 09:51        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Wow. Up in a quiet market day. Now purposely block 450. Looks interesting. Year end FY, 4 profitable Qs earnings from Ops coming lor. See which Analyst take the lead. Maybe Nam Cheong can seek KLSE listing too, and get re-rated to similiar PE ratio.
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focusy Senior	21-Jan-2025 09:50        focusy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nam Cheong' s fleet is very young, only 7 years average    80% of Malaysian Offshore Vessels Now Over 12 Years Old: Supply Risks Loom https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/15987-80-of-malaysian-offshore-vessels-now-over-12-years-old-supply-risks-loom#google_vignette
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superstartup Elite	20-Jan-2025 15:24        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Totally out of Japfa liao Now let' s wait and see Nam Cheong FY result, which will be a total of 4 Qs profitable stable earnings from Operations Hopefully re-rating come soon
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jeenli Member	02-Jan-2025 23:54        jeenli About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the US names are seeing significant gains today (TDW, SMHI, RIG, VAL, NE, SDRL, etc.) and Nam Cheong has just broken out. It&rsquo ll be interesting to watch tomorrow, especially since it&rsquo s the most undervalued name in the entire space with all its debt restructured and ongoing vessel acquisitions valkyrie      ( Date: 02-Jan-2025 11:26) Posted: Already breaking out, extremely undervalued name with huge earnings growth At 14x PE, TP is 196 SGD Cent -----> 370% return At 10x PE, TP is 140 SGD Cent ----->   230% return At 7x PE (half of average PE) , TP is 98 SGD Cent  -----> 130% return superstartup      ( Date: 29-Nov-2024 15:05) Posted: 3 Quarters of around EPS 3.5 SGD Cent per quarter, solely from its operations Equivalent EPS of 14 SGD Cent on an Annualised Basis, from operations Kenanga Research indicated that OSV companies at KLSE trade at average PE of 14x At 14x PE, TP is 196 SGD Cent At 10x PE, TP is 140 SGD Cent At 7x PE (half of average PE) , TP is 98 SGD Cent Shall wait and see which Brokerage House takes the lead and re-initiates coverage on Nam Cheong Historically, Nam Cheong was covered by a few brokerage houses With the restructuring over, and 3 quarters of relatively constant operating result (did not include one-off gains), analysts should feel comfortable by now to resume coverage And now with the huge contract announcement last evening, surely at least one analyst will come in soon
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valkyrie Member	02-Jan-2025 11:26        valkyrie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already breaking out, extremely undervalued name with huge earnings growth At 14x PE, TP is 196 SGD Cent -----> 370% return At 10x PE, TP is 140 SGD Cent ----->   230% return At 7x PE (half of average PE) , TP is 98 SGD Cent  -----> 130% return superstartup      ( Date: 29-Nov-2024 15:05) Posted: 3 Quarters of around EPS 3.5 SGD Cent per quarter, solely from its operations Equivalent EPS of 14 SGD Cent on an Annualised Basis, from operations Kenanga Research indicated that OSV companies at KLSE trade at average PE of 14x At 14x PE, TP is 196 SGD Cent At 10x PE, TP is 140 SGD Cent At 7x PE (half of average PE) , TP is 98 SGD Cent Shall wait and see which Brokerage House takes the lead and re-initiates coverage on Nam Cheong Historically, Nam Cheong was covered by a few brokerage houses With the restructuring over, and 3 quarters of relatively constant operating result (did not include one-off gains), analysts should feel comfortable by now to resume coverage And now with the huge contract announcement last evening, surely at least one analyst will come in soon
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