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Lian Beng?
Put in my watch list. Kumsiah.
WanSiTong ( Date: 17-Oct-2013 12:09) Posted:
Sorry..... should be OUE
WanSiTong ( Date: 17-Oct-2013 11:59) Posted:
UOE
NAV as at 30.6.13 : $ 3.44
WanSiTong ( Date: 01-Oct-2013 08:14) Posted:
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Overseas Union Enterprise- Yet another special dividend in sight.
FY13F PE (x): 33.1
FY14F PE (x): 33.8
Commercial REIT in the offing. OUE is exploring the establishment of a commercial REIT with an initial portfolio that is expected to include OUE Bayfront and other commercial assets owned by Lippo China Resources.
Yet another special dividend in sight. OUE Bayfront was last valued at S$1.08b and has a committed occupancy rate of over 95% at an average rent of over S$10.30 psf pm. Lippo China Resources? commercial property assets that could potentially constitute the intial portfolio include Lippo Centre in Hong Kong and the Lippo Plaza in Shanghai. A successful listing could mean yet another similar special dividend as the Hospitality REIT (10-20 S cents/share) and a vehicle to realise value for its other commercial properties in Singapore (6 Shenton Way and Towers One and Two and One Raffles Place).
Maintain BUY with a target price of S$3.57 / share, pegged at 20% discount to our revised RNAV of S$4.46/share. OUE is trading at a deep
42% discount to its RNAV.
Source: UOBKH
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Another one Tiong Woon
NAV as at 30.6.13 : $ 0.52
WanSiTong ( Date: 09-Oct-2013 20:37) Posted:
Tiong Woon Corp - completed the sale of their loss making shipyard in Bintan yesterday
■ Tiong Woon Corp (TWC) has finally completed the sale of their loss making shipyard in Bintan yesterday.
■ This is a very positive development as the shipyard lost close to $3mln last year and was sold for $18mln, reaping them a one-time gain of $2.7mln.
■ TWC?s cash holdings will be increased by 75% from $24mln to $42mln.
■ Net gearing will improve from 33% to a healthy 25%.
■ This will come in handy to fund the company?s expansion plans as management seeks to expand into the Iskandar region to capitalize on the region?s expected construction boom over the next few years.
■ As well, management is contemplating expanding their Singapore facilities as their current operating space is getting tight based on their current runrate and orders.
■ This is because a key customer of TWC, Rotary Engineering has secured a record order book of just over $1bln, which is expected to be delivered over the next 2 years.
■ Other oil related customers such as Total, Sinopec and Shell are also expanding aggressively in Tuas (Singapore Lube Park).
■ After the sale of the loss making yard, this year (ending June?14) will benefit from the absence of close to $3mln in operating losses attributed to the yard.
■ This will see TWC easily achieving our 25% net profit growth projection for full year ending June?14 of $22.5mln, translating to a forward PE of 7x.
■ This is undemanding relative to its growth prospects of 25% as well as peers such as Tat Hong?s 10x and Hiap Tong?s 9x. ■ TWC?s NTA of 52 cents means its price to book is only 0.65x and we note that its assets have not been re-valued and are kept at historical cost.
■ If TWC can trade up to its peer group average PE of 9.5x, there is potentially an upside of 36% to 46 cents, which would still put it at a discount to its NTA of 52 cents.
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Put in my watch list. Kumsiah.
WanSiTong ( Date: 17-Oct-2013 12:09) Posted:
Sorry..... should be OUE
WanSiTong ( Date: 17-Oct-2013 11:59) Posted:
UOE
NAV as at 30.6.13 : $ 3.44
WanSiTong ( Date: 01-Oct-2013 08:14) Posted:
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Overseas Union Enterprise- Yet another special dividend in sight.
FY13F PE (x): 33.1
FY14F PE (x): 33.8
Commercial REIT in the offing. OUE is exploring the establishment of a commercial REIT with an initial portfolio that is expected to include OUE Bayfront and other commercial assets owned by Lippo China Resources.
Yet another special dividend in sight. OUE Bayfront was last valued at S$1.08b and has a committed occupancy rate of over 95% at an average rent of over S$10.30 psf pm. Lippo China Resources? commercial property assets that could potentially constitute the intial portfolio include Lippo Centre in Hong Kong and the Lippo Plaza in Shanghai. A successful listing could mean yet another similar special dividend as the Hospitality REIT (10-20 S cents/share) and a vehicle to realise value for its other commercial properties in Singapore (6 Shenton Way and Towers One and Two and One Raffles Place).
Maintain BUY with a target price of S$3.57 / share, pegged at 20% discount to our revised RNAV of S$4.46/share. OUE is trading at a deep
42% discount to its RNAV.
Source: UOBKH
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DBS Bank, past 3 years dividen at $0.56, current price @ $16.70, dividen return=0.56/16.70, Appmt to 3.3%.
Sorry..... should be OUE
WanSiTong ( Date: 17-Oct-2013 11:59) Posted:
UOE
NAV as at 30.6.13 : $ 3.44
WanSiTong ( Date: 01-Oct-2013 08:14) Posted:
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Overseas Union Enterprise- Yet another special dividend in sight.
FY13F PE (x): 33.1
FY14F PE (x): 33.8
Commercial REIT in the offing. OUE is exploring the establishment of a commercial REIT with an initial portfolio that is expected to include OUE Bayfront and other commercial assets owned by Lippo China Resources.
Yet another special dividend in sight. OUE Bayfront was last valued at S$1.08b and has a committed occupancy rate of over 95% at an average rent of over S$10.30 psf pm. Lippo China Resources? commercial property assets that could potentially constitute the intial portfolio include Lippo Centre in Hong Kong and the Lippo Plaza in Shanghai. A successful listing could mean yet another similar special dividend as the Hospitality REIT (10-20 S cents/share) and a vehicle to realise value for its other commercial properties in Singapore (6 Shenton Way and Towers One and Two and One Raffles Place).
Maintain BUY with a target price of S$3.57 / share, pegged at 20% discount to our revised RNAV of S$4.46/share. OUE is trading at a deep
42% discount to its RNAV.
Source: UOBKH
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starhub. sembmarine. wilmar all have strong fundamentals and good looking charts for upside...
UOE
NAV as at 30.6.13 : $ 3.44
WanSiTong ( Date: 01-Oct-2013 08:14) Posted:
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Overseas Union Enterprise- Yet another special dividend in sight.
FY13F PE (x): 33.1
FY14F PE (x): 33.8
Commercial REIT in the offing. OUE is exploring the establishment of a commercial REIT with an initial portfolio that is expected to include OUE Bayfront and other commercial assets owned by Lippo China Resources.
Yet another special dividend in sight. OUE Bayfront was last valued at S$1.08b and has a committed occupancy rate of over 95% at an average rent of over S$10.30 psf pm. Lippo China Resources? commercial property assets that could potentially constitute the intial portfolio include Lippo Centre in Hong Kong and the Lippo Plaza in Shanghai. A successful listing could mean yet another similar special dividend as the Hospitality REIT (10-20 S cents/share) and a vehicle to realise value for its other commercial properties in Singapore (6 Shenton Way and Towers One and Two and One Raffles Place).
Maintain BUY with a target price of S$3.57 / share, pegged at 20% discount to our revised RNAV of S$4.46/share. OUE is trading at a deep
42% discount to its RNAV.
Source: UOBKH
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Bro I just PM U.
SFGuyRuleZ ( Date: 16-Oct-2013 21:25) Posted:
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Sorry quoted wrong post..
For people who have been reading my posts and analysis about Hiap Tong, just felt the responsibility to share that I have sold Hiap Tong at a loss today for it's volume is getting " dead" and I personally do not have the patience to hold counters with low volume unless it got a high dividend yield like UMS.
Having said, I still believe Hiap Tong is a good counter with bright prospects and sound fundamentals. Those who buy today at the closing price of $0.156 should have a dividend yield of ~3.84%. Those who bought at recent high of 0.39 have a yield of around ~1.53% base on average annual payout of $0.006. This is independent of any capital gain which I still believe will be fulfilled in the near future to come. My fair value of 0.33 for Hiap Tong as of now still maintain. Therefore, it is still good to keep, if one really have the
patience (sorry I have run out) and
excess capital.
I do not know where's the bottom for Hiap Tong and due to the recent pennies' massacre, Hiap Tong though innocent is not spared either. But I do hope there's a rebound soon for Hiap Tong's investors and even if I miss the boat I am alright for I would be happy to see rewards coming to investors who have courage to buy at unknown bottom, and the patience and perseverance to believe and hold. Cheers!! =)
SFGuyRuleZ ( Date: 06-Oct-2013 03:26) Posted:
Just to share some pointers before investing in a company:
1) Chart and technical analysis, support and
resistance levels, uptrend/downtrend, ascending triangle, descending triangle,
double peak, double bottom, etc?
2) Acid Test ratio
3) Current ratio
4) Net Debt to Net Income(excluding any
extraordinary gains and deducting income taxes, interest expense, etc?) ratio
5) Debt to equity ratio
6) How much of revenue is in the form of trade
receivables? How long does it take to receive back those money? Is there any
bad debt that cannot be recovered?
7) Dividend yield
8) Discounted Cashflow Valuation (DCF), earnings
per share, free operating cashflow, etc?
9) Industry outlook or prospects
10) Supply/demand underpinning the goods/services
11) Currency effects ? costs of imports from other
countries and revenue from where goods are produced and later sold. What kind
of currency is the revenue and profits denominated in?
12) Type of business, market, market share,
competitors, etc?
13) Can company maintain at least same revenue and
profit, or is it cyclical?
14) When results are not as good as expected, what?s
the underlying cause? Will it affect long-term profitability?
15) Does the annual report sound convincing to you?
Is it in line with what you see and believe also?
16) Shareholders and shareholdings. How much is
public float? Is a large percentage of shares in the hands of one shareholder
only?
17) For yearly revenue taken into account for DCF
valuation, is order book > yearly revenue used?
18) Volatility of the stock and how strongly it
reacts to news, especially negative news
19) Average volume traded Thanks.. =)
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Pan united also good.. Cash rich, low debt and at current pricing, think got around 5% dividend yield.. Furthermore, as a cement and sand supplier, it can ride on the construction boom and land reclaimation projects that's ongoing in Singapore. However, it's volume traded is low and whenever there is a market correction, its price go down more than when it rises. Not vested yet but waiting for more interest to build up before vesting.. =)
gp hotel. undervalued. classic marriot-host marriot play. but not gd for short term. mkts can stay irrational longer than u can stay solvent
Hi Patkeane. Sorry I never really research or do any homework for them, therefore can't comment anything. Cheers!! =)
Patkeane ( Date: 06-Oct-2013 11:08) Posted:
U r good man than any commends on china fibre tech and lereno ?
SFGuyRuleZ ( Date: 06-Oct-2013 03:26) Posted:
Just to share some pointers before investing in a company:
1) Chart and technical analysis, support and
resistance levels, uptrend/downtrend, ascending triangle, descending triangle,
double peak, double bottom, etc?
2) Acid Test ratio
3) Current ratio
4) Net Debt to Net Income(excluding any
extraordinary gains and deducting income taxes, interest expense, etc?) ratio
5) Debt to equity ratio
6) How much of revenue is in the form of trade
receivables? How long does it take to receive back those money? Is there any
bad debt that cannot be recovered?
7) Dividend yield
8) Discounted Cashflow Valuation (DCF), earnings
per share, free operating cashflow, etc?
9) Industry outlook or prospects
10) Supply/demand underpinning the goods/services
11) Currency effects ? costs of imports from other
countries and revenue from where goods are produced and later sold. What kind
of currency is the revenue and profits denominated in?
12) Type of business, market, market share,
competitors, etc?
13) Can company maintain at least same revenue and
profit, or is it cyclical?
14) When results are not as good as expected, what?s
the underlying cause? Will it affect long-term profitability?
15) Does the annual report sound convincing to you?
Is it in line with what you see and believe also?
16) Shareholders and shareholdings. How much is
public float? Is a large percentage of shares in the hands of one shareholder
only?
17) For yearly revenue taken into account for DCF
valuation, is order book > yearly revenue used?
18) Volatility of the stock and how strongly it
reacts to news, especially negative news
19) Average volume traded Thanks.. =)
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U r good man than any commends on china fibre tech and lereno ?
SFGuyRuleZ ( Date: 06-Oct-2013 03:26) Posted:
Just to share some pointers before investing in a company:
1) Chart and technical analysis, support and
resistance levels, uptrend/downtrend, ascending triangle, descending triangle,
double peak, double bottom, etc?
2) Acid Test ratio
3) Current ratio
4) Net Debt to Net Income(excluding any
extraordinary gains and deducting income taxes, interest expense, etc?) ratio
5) Debt to equity ratio
6) How much of revenue is in the form of trade
receivables? How long does it take to receive back those money? Is there any
bad debt that cannot be recovered?
7) Dividend yield
8) Discounted Cashflow Valuation (DCF), earnings
per share, free operating cashflow, etc?
9) Industry outlook or prospects
10) Supply/demand underpinning the goods/services
11) Currency effects ? costs of imports from other
countries and revenue from where goods are produced and later sold. What kind
of currency is the revenue and profits denominated in?
12) Type of business, market, market share,
competitors, etc?
13) Can company maintain at least same revenue and
profit, or is it cyclical?
14) When results are not as good as expected, what?s
the underlying cause? Will it affect long-term profitability?
15) Does the annual report sound convincing to you?
Is it in line with what you see and believe also?
16) Shareholders and shareholdings. How much is
public float? Is a large percentage of shares in the hands of one shareholder
only?
17) For yearly revenue taken into account for DCF
valuation, is order book > yearly revenue used?
18) Volatility of the stock and how strongly it
reacts to news, especially negative news
19) Average volume traded Thanks.. =)
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Hi all, what do you think of Ocean Sky? Thanks for sharing!
WOW thanks bro.. keep sharing!!
Just to share some pointers before investing in a company:
1) Chart and technical analysis, support and
resistance levels, uptrend/downtrend, ascending triangle, descending triangle,
double peak, double bottom, etc?
2) Acid Test ratio
3) Current ratio
4) Net Debt to Net Income(excluding any
extraordinary gains and deducting income taxes, interest expense, etc?) ratio
5) Debt to equity ratio
6) How much of revenue is in the form of trade
receivables? How long does it take to receive back those money? Is there any
bad debt that cannot be recovered?
7) Dividend yield
8) Discounted Cashflow Valuation (DCF), earnings
per share, free operating cashflow, etc?
9) Industry outlook or prospects
10) Supply/demand underpinning the goods/services
11) Currency effects ? costs of imports from other
countries and revenue from where goods are produced and later sold. What kind
of currency is the revenue and profits denominated in?
12) Type of business, market, market share,
competitors, etc?
13) Can company maintain at least same revenue and
profit, or is it cyclical?
14) When results are not as good as expected, what?s
the underlying cause? Will it affect long-term profitability?
15) Does the annual report sound convincing to you?
Is it in line with what you see and believe also?
16) Shareholders and shareholdings. How much is
public float? Is a large percentage of shares in the hands of one shareholder
only?
17) For yearly revenue taken into account for DCF
valuation, is order book > yearly revenue used?
18) Volatility of the stock and how strongly it
reacts to news, especially negative news
19) Average volume traded Thanks.. =)
Thai beverage? Dividend 3%.
Same, UMS.
Kreuz is good also but no dividends, can consider if one looking for capital gain.
Vard also good to buy now but one have to take note, it is a super volatile counter and currently no dividends this yr I think. But based on it's 30% earnings dividend payout policy, base on current price now, dividend yield should be about ~3-5%.
Hiap Tong is good also even though it is penny. If it continues to give out dividends and based on last Friday's market price of $0.178 and average dividend payout of ~0.6 cents, dividend yield is around 3.37%.
These are some of a few counters I am vested in and they are more of for long-term investing, not short-term punting. Thanks.. =)
