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Cosco Corpn 071101

mqs2000 7/2/2008 | 0 (0) | 2 | 0 | 0 | English

Asia Pacific Equity Research 01 November 2007 COSCO Corporation Delivering strong 3Q07 results • 3Q07 results in line. Cosco reported strong 3Q07 results that were in line with our expectations. Recurring net earnings expanded 87% Y/Y to S$97.7m while recurring 9M07 net earnings grew by 63% Y/Y to S$220m. On a net profit breakdown basis, the share  ... more>>

Cosco Corpn 070925

mqs2000 7/2/2008 | 0 (0) | 7 | 0 | 0 | English

Regional Morning Notes Tuesday, 25 September 2007 COSCO Corporation (S) YTD Contracts surpass S$7.0b COSCO Corporation (COS (S)) has secured shipbuilding contracts valued at USD724.36 million(approximately S$1.09 billion) to build 16 bulk carriers from Germany, Taiwan and Greece shipowners. These new contracts bring COS (S)’s orders secured YTD to  ... more>>

Cosco Corpn 070720

mqs2000 7/2/2008 | 0 (0) | 7 | 0 | 0 | English

Asia Pacific | Singapore Marine | Shipbuilding Company In-Depth 20 July 2007 | 31 pages Cosco Corporation (Singapore) (COSC.SI) Buy: Scale and Development of Facilities is Staggering  Yard visits — We recently visited three of COS's yards – Zhoushan, Dalian and Nantong – and came away with a positive view of the development, scale and activity w  ... more>>

Cosco Corpn 070712 3

mqs2000 7/2/2008 | 0 (0) | 11 | 0 | 0 | English

Asia Pacific | Singapore Marine | Shipbuilding Company Flash 11 July 2007 | 6 pages Cosco Corporation (Singapore) (COSC.SI) Buy: Another Group of Shipbuilding and Conversion Contracts  New contract wins — COS has won a group of ship building and conversion contracts worth a total of US$563m (or about S$853m). The ten VLCCs (Very Large Crude Carr  ... more>>

Cosco Corpn 070712 2

mqs2000 7/2/2008 | 0 (0) | 2 | 0 | 0 | English

Singapore Company Focus DBS Group Research . Equity 12 Jul 2007 BUY S$4.64 STI : 3,594.94 Price Target : 12-month S$6.10 (Prev S$ 5.60) Reason for Report : Contract wins Potential Catalyst: strong 2Qresults, new order wins ANALYST Janice Chua +65 6398 7954 janicechua@dbsvickers.com Cosco Corporation Order wins blow our estimates again Story: Cos  ... more>>

Cosco Corpn 070712

mqs2000 7/2/2008 | 0 (0) | 2 | 0 | 0 | English

Regional Morning Notes Thursday, 12 July 2007 COSCO Corporation (S) Rising on exceptional orderflow COSCO Corp (COS (S)) has announced that its 51% owned subsiary COSCO Shipyard Group (CSG) has secured US$563m of shipbuilding and conversion orders, bringing its YTD new orders to S$5.3b, 5.2x of CSG’s total shipyard sales in FY06. As such, we are r  ... more>>

Cosco Corpn 070625

mqs2000 7/2/2008 | 0 (0) | 9 | 0 | 0 | English

UOBKayHian Regional Morning Notes Monday, June 25, 2007 KEY STORIES China X x Hong Kong X x Indonesia X x Malaysia X x Singapore X x Thailand X x Page x TALKING POINT COSCO Corporation (Singapore) Successful Delivery of Rig Project Page x Page x Page x COSCO Corporation (Singapore) (COS (S)) has announced that its 51% owned subsidiary, COSCO S  ... more>>

Cosco Corpn 070615

mqs2000 7/2/2008 | 0 (0) | 8 | 0 | 0 | English

Regional Morning Notes Friday, June 15, 2007 COSCO Corporation Strong Growth In Contracts Awarded COSCO Corporation (COS (S)) recently secured shipbuilding contracts worth US$1.2b, propelling its contracts awarded ytd to S$4.4b. COS (S)’s ability to continue to secure contracts is astounding and reaffirms our belief that COS (S) will be able to su  ... more>>

Cosco Corpn 070611

mqs2000 7/2/2008 | 0 (0) | 10 | 0 | 0 | English

Regional Morning Notes Monday, June 11, 2007 Snippet – COSCO Corporation (Singapore) Secures US$1.2b in new contracts COSCO Corporation announced that it has secured US$1.2b in new contracts. In the first announcement, it has entered into building contracts for a total of 12 57,000dwt bulk carriers, 4 pure car and truck carriers of 5,000 units eac  ... more>>

Cosco Corpn 070330

mqs2000 7/2/2008 | 0 (0) | 13 | 2 | 0 | English

Asia Pacific | Singapore Marine | Shipbuilding Company In-Depth 30 March 2007 | 64 pages Cosco Corporation (Singapore) (COSC.SI) Initiating at Sell: Tuition Fees Waived?  A pricey stock — Trading at 21.7x FY08E earnings (ex-shipping) versus Keppel O&M's 11.4x and SembMarine's (ex-CSG) 9.7x, we believe Cosco Corp's (COS) valuations already captur  ... more>>

Cosco Corpn 070115

mqs2000 7/2/2008 | 0 (0) | 7 | 0 | 0 | English

Singapore Company Focus DBS Group Research . Equity 15 Jan 2007 Buy S$2.62 STI : 3,009.09 Price Target : 12-month S$ 3.00 (Prev S$2.65) Reason for Report : Post conference notes Potential Catalyst: More offshore contracts, M&A activities ANALYST Janice Chua +65 6398 7954 janicechua@dbsvickers.com Cosco Corporation Waiting for the big splash Stor  ... more>>

Cosco Corpn 061031

mqs2000 7/2/2008 | 0 (0) | 6 | 0 | 0 | English

3QFY06 RESULTS 31 October 2006 SINGAPORE Cosco Corporation B”rig”ging rights OUTPERFORM S$1.86 Target: S$2.17 Maintained @30/10/06 Mkt.Cap: S$4.1bn Transport & Logistics (Shipping & Logistics) COS SP / COSC.SI Glenford Tan +65 6210-8606 – tan.glenford@cimb-gk.com MICA (P) 051/03/2006  3Q06 net earnings at S$72m (up 26% yoy) beat our expectati  ... more>>

Cosco Corp Singapore Ltd 071024 2

mqs2000 7/2/2008 | 0 (0) | 3 | 0 | 0 | English

MORGAN STANLEY RESEARCH ASIA/PACIFIC Morgan Stanley Asia (Singapore) Pte.+ Praveen K Choudhary Praveen.Choudhary@morganstanley.com +65 6834 6744 Xin Jin Ling XinJin.Ling@MorganStanley.com +65 6834 6735 October 24, 2007 Morgan Stanley Asia Limited+ Rob Hart Asia Multi-Industry Team Leader Rob.Hart@morganstanley.com +852 2848 5068 Stock Rat  ... more>>

Cosco Corp Singapore Ltd 071024

mqs2000 7/2/2008 | 0 (0) | 13 | 0 | 0 | English

Cosco Corp Singapore Ltd. Company Update Equity | Singapore | Shipping 24 October 2007 BUY Flood of contracts Tse Wei Choo >> +65 6330 7203 Phenomenal order book growth Cosco Corporation yesterday increased its already impressive order book with multiple shipbuilding contracts worth a total of US$1.34bn. With this latest addition to the order b  ... more>>

Cosco Corp Singapore Ltd 070821

mqs2000 7/2/2008 | 0 (0) | 23 | 0 | 0 | English

Cosco Corp Singapore Ltd. Company Update Equity | Singapore | Shipping 21 August 2007 BUY Dominating Tse Wei Choo >> +65 6330 7203 Site visit to shipyards We recently had the opportunity to visit three of Cosco Corporation’s shipyards located in Dalian, Nantong and Zhoushan. We are impressed with the progress the group has achieved and excited  ... more>>

   
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