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Div yield is 6%+, based on today' s closing px. If mkt is confortable with 5%, CES cld chiong closer to 1.2. Looking at the way Hock Lian Seng, another stable dividend paying construction co, chiong so hiong recently, may be possible for CES to appreciate another 20%.
Qanghoo ( Date: 24-Feb-2015 17:17) Posted:
Yep, kind of disappointing. However, even when they don' t do so well, they consistently pay 4c. So, with this kind of retained earnings, we can look forward to 4c for the foreseeable future. Who knows, next yr, they may continue to give 6. Anyway, congrats to those who had predicted a PE of 2-2.5. PE actually came in at 2.19, based on today' s closing px. Great, great result. Hope tmr px chiong > 1.
alexmay34 ( Date: 24-Feb-2015 17:13) Posted:
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Yep, kind of disappointing. However, even when they don' t do so well, they consistently pay 4c. So, with this kind of retained earnings, we can look forward to 4c for the foreseeable future. Who knows, next yr, they may continue to give 6. Anyway, congrats to those who had predicted a PE of 2-2.5. PE actually came in at 2.19, based on today' s closing px. Great, great result. Hope tmr px chiong > 1.
alexmay34 ( Date: 24-Feb-2015 17:13) Posted:
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Wow, brother, you know many more surprise bonuses ah. We all looking forward leh. This morning, I jeep 20 more lots (30000).
winstonchen88 ( Date: 24-Feb-2015 13:38) Posted:
No. He was really just saying. Results out after closing. Everyone knows result will be awesome. But not everyone knows that there will be many more surprise bonus to be revealed later. All is well:)
pcxiao2008 ( Date: 24-Feb-2015 12:33) Posted:
u mean results already released? i can' t find it
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Yes, we are all expecting a super bumper profit. My thought is PE of 2 seems very optimistic. My guesstimate is PE of around 3, based on closing px of 95c. Likely to have special dividend too. I' d put div at 6c (4+2 sp).
slownsteady ( Date: 22-Feb-2015 13:35) Posted:
CES posting full year result in 2 days. This is a record profit year, bringing PE to between 2 - 2.5x.
Undervalued gem.
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Will Mr Chang Beer give up just like that? Maybe he' s got other ideas. Go back to drawing board n re-configure his plans maybe. Anyway, UEL' s stated NAV is 2.83. From the way they disposed off assets recently, it shows there are people willing to pay good money for their assets. Eg, UE E& C, NAV 96c, sold for 1.25. I missed the boat for the current round. But will look out to buy if px can go back to 2.40.
Breeze ( Date: 16-Feb-2015 12:12) Posted:
Be decisive. Stop deceiving urself
cut loss!!!
charliel3ong ( Date: 16-Feb-2015 11:01) Posted:
i believe there are still people holding on to the stocks while they are away for CNY holidays. plus, UE isnt a company that is losing money but still a profitable company thus far. so even though it was 2.40 prior to this takeover speculation, we should supposedly see some significant price gain from 2.40 regardless of the takeover.
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Maybe this one downtrend already. Seems mkt here is like that. Pump up a stock (only selectively hor) way beyond fundamentals when there' s some gd news. Then any little sign of bad news dump way below fundamentals. So, maybe if next two qtrs results are very good again then got hope to pump up again. Otherwise if result only so so, maybe can fall < 30. That' s where a lot of unsuspecting retailers are left holding the baby hoping (very often false hope) of squaring off.
VeryNewcomer ( Date: 13-Feb-2015 22:54) Posted:
Given current situation, you should be happy if the price is stable. If you' re thinking of it going up, hope for 1 cent at a time. In my opinion, no point thinking of 40 cents now. I think most " experts" have given up guessing where oil price would go.
losemoneyking ( Date: 13-Feb-2015 21:05) Posted:
| When den can hit 40 cents? Range? |
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TP 57c? Didn' t they shout for 70c+ only a few mths back? Why not. Also any how shout that time is it? I thiink people have to be responsible for their actions. They owe to investors to explain the gap in TP now.
kyrie100 ( Date: 12-Feb-2015 09:59) Posted:
SINGAPORE (Feb 11): KGI Fraser Securities has retained its " buy" rating on Valuetronics Holdings with a higher target price of 57 cents, saying the stock of the electronics original equipment manufacturer is an undervalued gem.
" (It' s) hard to find another stock, with such fundamentals, this cheap. Valuetronics is currently trading at only 6.3 times estimated core price-earnings ratio of financial year ending Mar 31, 2015 (FY15) or 2.5 times ex-cash," said KGI Fraser analyst Renfred Tay in a note today.
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Are they trying to pull a fast one, even over the minister? Only a few days got more volume n higher value n they say it' s improving. Now, these few days like going back to old dead fish again. Maybe they are bluffing themselves also, always in a dream world. Everyday, mkt like dead. Index go up, but more counters fall than rise. Then index go down (even when other countries are up) n even more counters fall. They shd also examine how many counters are not even touched each day. You can have a thousand stocks. But if 90% are dormant, or trade < 1000 shares per day, what does it tell u abt the mkt? Will the authorities take a deeper look? Best is to let the mkt totally collapse n see what happens.
nqing87 ( Date: 12-Feb-2015 12:00) Posted:
Lol.. so where is the increase retail participation claim by sgx? Only see pathetic volume everyday
nqing87 ( Date: 06-Feb-2015 07:05) Posted:
lol sgx rebuts & insist there' s increase retail participation.. i wonder how they know the ppl behind the screen clicking buy/sell are retailers or BB.. are they so free to check the profile of the account holder of every investor to find out if they are retailer or BB? if they just look at the shares size transacted to decide if it' s retailers or not, then it' s very misleading, as small shares transacted can be done by BB as well, since it' s often a tactic used by BB traders to induce buy/sell..
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Useful to be transparent to let it be known that a substantial shareholder is not taking up it' s quota of rights.
Protrader ( Date: 12-Feb-2015 12:03) Posted:
Could it be other issue at play here.. Why would CFG published openly disagreement at the board level on the rights issue especially mentioning that Carlyle is not taking up the rights. Is PARD trying to force Carlyle out of their investment and sametime shake investor confident !
Is PARD trying to gain a majority stake in CFG by taking up Carlyle' s rights and then privatise the company into PARD.. There are several possibilities but consolidation work between PARD and CFG is definitely in progress. The majority shareholder knows what they are doing... Are you with them or against them!!!!
DYOD
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Why they always ooh long?
Kyoto2008 ( Date: 12-Feb-2015 01:13) Posted:
Results are not inspiring, but it' s a mistake to look back, coz the stock market always look forward.
I' m totally surprised by the huge provisions for China, why deh? Trade Finance is always short term and a bank like DBS would not risk it on frivolous luxury arty farty exports and imports. And so, if it' s serious goods China would never ever default on a trade, coz it would mean total recall, like noone will trust any Chinese banks anymore. Default will ruin China! For eg, if China imports commodities, the letter of credit that is issued by a Chinese bank would guarantee payment upon delivery of the goods, hence DBS would only be hit by bad debt if the Chinese bank do not pay up on maturity of the LC. And if the Chinese bank do not pay up, it would be blackmarked, noone will accept their LC or guarantee. And China will not get any goods if it' s banks continue defaulting on LCs. A complete shutdown on imports will kill China!
So why the heck is the DBS financial controller providing so much for China trade? Is there a crack in risk management? Is DBS dealing with small town Chinese banks, and why did this happen? Can' t believe the big banks are defaulting on LCs. Can' t believe it at all. Do we have some sandbagging? And why did Mr Gupta allow sandbagging?
Totally devastated by the DBS results. I can' t understand what' s going on.
Really, Mr Gupta gotta shake up his bank team, risk management is not something to be taken lightly, by the looks of it, there' s some goofing going on when that much provisions are made for China trade finance.
Having said that, price action for DBS is not decided, a lot will depend on how the world reads it' s strategic manouvres, very important is Mr Gupta and his words of wisdom and guidance. If he can' t say it, then DBS will definitely see a price correction. even though it' s hit 4 bln, and it' s because the stock market never look back, it' s always looking forward into 2016. Nomura is very optimistic, it sees DBS as the best SG bank to invest in, and for the very same reasons we all believe in, it' s got the best.
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Heard Carlyle not taking up. Surprising. Is there something that we don' t know abt? Anyway, noticed that all the recent rts issue priced at so called substantial discount to last traded px before announcement also result in px collapse. Swiber n Pac Andes itself are two other examples. Come to think of it, need they price the rts at such low px? Cld have priced higher n at a lower ration isn' t it. Sometimes, can' t help but wonder if the Ngs are the one forcing the px down to further enrich themselfes.
Leongsan ( Date: 12-Feb-2015 09:03) Posted:
Pard and Caryle 80%.........others 20% say 400mil shares. Funds and big holders say 100mil still leaves 300mil free . Short sellers trigger margin calls and fear. This way of destruction of value,bearing in mind not underwritten, is fishey. Someone is collecting?
stockpicker ( Date: 11-Feb-2015 21:08) Posted:
Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer, it is to be answered by those who know best..
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Logically shd. But I think may not be significant. What will really help is the size of the anchovy catch. So, if the Preuvian anchovy nromalise, Nature willing, this fish' s gonna be fat again.
Aloser ( Date: 11-Feb-2015 22:14) Posted:
SERIOUSLY, Will lower oil price help to reduce cost thus improve profit margin?
Qanghoo ( Date: 11-Feb-2015 21:45) Posted:
Rights issue last yr was 34, this yr is 17.3. Maybe nextt yr one more coming at 8.5? But serioiusly, if we take a more optimistic view, there is some hope for the fish. Salted fish can maybe still be yummy. Aftter the rights, and when the funds from the LSA is fully returned by next yr, they are likely to be able to reduce their debt by abt 500 mil USD. That means a saving of nearly 50 mil USD in interest cost. This shd translate into substantially better profit, assuming the anchovy situation in Peru normise. If all these ifs are realised, hope can look forward to good div again. So, if situation improves drastically and they can reward shareholders with good div again, then shareholders can feel better.
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Rights issue last yr was 34, this yr is 17.3. Maybe nextt yr one more coming at 8.5? But serioiusly, if we take a more optimistic view, there is some hope for the fish. Salted fish can maybe still be yummy. Aftter the rights, and when the funds from the LSA is fully returned by next yr, they are likely to be able to reduce their debt by abt 500 mil USD. That means a saving of nearly 50 mil USD in interest cost. This shd translate into substantially better profit, assuming the anchovy situation in Peru normise. If all these ifs are realised, hope can look forward to good div again. So, if situation improves drastically and they can reward shareholders with good div again, then shareholders can feel better.
stockpicker ( Date: 11-Feb-2015 21:08) Posted:
Answer for No1 may be due to dumping of share held in trust by the brokers under margin calls.. they dump the holdings first before talking.. then for second answer, it is to be answered by those who know best..
stockpicker ( Date: 11-Feb-2015 14:30) Posted:
2 surprises for me...there must be reasons
1. Very little float.. yet so many shares dumped today
2. No Anchovy catch for last 6 months, yet results not that bad. 60% of CF' s result used to be from Anchovy.
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My view is that the b/hse call was vicious n sensational. Assigning a zero value to the LED Division was inexplicable n wishy-washy. Hd it been an examination exercise, the paper wld very likely have scored very low. This is why I have advocated proper control n supervision of research hses. If we continue to allow wreaking havoc to stock prices it' s going to be very detrimental to the local market in the longer term perhaps may even damage the good reputation of this country as a global financial hub too.
nqing87 ( Date: 10-Feb-2015 10:38) Posted:
ok, so where is the drop in profit? where are u maybank KE vietnam gal? can explain if your sell call is still valid?
Media Release
Valuetronics&rsquo Q3FY2015 net profit up 10.3% to hit HK$39.2 million
Strong growth in the Industrial and Commercial Electronics segment with increases in demand from existing customers and a new customer
Consumer Electronics revenue saw a slight dip of 6.4% due to the slowdown in demand from our Consumer Electronics customer in the LED lighting business
Gross profit margins improved to 14.0% for the quarter and remained stable at 13.3% for the nine months
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They acquire Scott(ish) n English. Nothing to do with us. We are Singaporeans. HaHa. just a joke. Anyway, first C20 pass control over to the original Swissco. Now Swissco pass control over to Scott n English. What' s happening? Just to conclude on a lighter note again - how does this sound
" Swiss(co) is to be re-named Scott n English, listed on the Singapore Exchange."
tobias_i_d ( Date: 04-Feb-2015 09:19) Posted:
noted.. thanks... I' ll check into it.
lifeisgood ( Date: 03-Feb-2015 14:51) Posted:
Circular dated 30 June 2014
SWISSCO HOLDINGS LIMITED
(Incorporated in the Republic of Singapore)
(Company Registration No. 200404711D)
CIRCULAR TO SHAREHOLDERS
in relation to
(1) The proposed acquisition of the entire issued and paid-up share capital of Scott and English Energy Pte.
Ltd. for a purchase consideration of S$285.0 million to be satisfi ed by the allotment and issue of 452,380,952
Consideration Shares, being a very substantial acquisition and an Interested Person Transaction
The % is actually 67% after the RTO.
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Last yr, result on 28 Feb 14. So, this yr, maybe end of this mth. Think result will not be very good. Insiders probably already know so dump to around 41-42c. Today pumped up - distribution phase?
lingua101 ( Date: 06-Feb-2015 18:43) Posted:
when result anouncement? result not good?
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Excuse to pump riding on news of biodiesel subsidy in Indonesia. But shd watch for CPO px. Think will not move up cos of demand not likely to increase, soy bean px also low n oil px also low. After result announce, maybe go back to 41 or 42.
lingua101 ( Date: 06-Feb-2015 16:31) Posted:
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Maybe shd wait for 4Q result before buying COSCO. Think when result no good, will be dumped down. See how low it goes first.
KAMAL0883 ( Date: 06-Feb-2015 15:59) Posted:
Bro, Cosco break below mean no good liao .....
COSCO 4th Qtr results on 16 Feb ....nothing to surprise....
think div still 2 cents
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Yep, heard they spent 72mil trying to take over ASX. 72 mil down the drain.
ytoh1688 ( Date: 06-Feb-2015 14:33) Posted:
nvr try nvr know, try oledi succeed...hero
may be this is one of the many platform for ASEAN block to intergrate which been talk abt for many years until cow also almost died
next time we got our own QE
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N like all beloved mistresses, they such the most out of u.
KAMAL0883 ( Date: 06-Feb-2015 13:20) Posted:
Brother , we are in each together !!!!
Ezra is my most beloved mistress among the rest but she disappoint the most also 
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