Latest Posts By solsys
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| 05-Jul-2021 11:25 |
Olam Intl
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OLAM_OLAM
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Anybody received the letter to subscribe for the rights? | |||
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| 04-Mar-2019 22:04 |
SingTel
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Singtel Bullish???
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Boost under Axiata is a very popular e-wallet. It's like the wechat of Malaysia used by pasar malam vendors..... Just need to Google to find out.
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| 11-Oct-2018 18:45 |
SingTel
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Singtel Bullish???
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Whole market tanked but Singtel has super high volume with recovery to opening price. | |||
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| 05-Sep-2018 15:53 |
SingTel
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Singtel Bullish???
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Singtel chart seems to be going into a wedge and will break out either upwards or downwards. | |||
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| 17-Apr-2018 16:34 |
Del Monte Pac
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Del Monte Results Announcement
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Surge in volume... 43 million shares bought up? | |||
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| 30-Sep-2017 21:27 |
Del Monte Pac
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Del Monte Results Announcement
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This is why they sold Sagar Creek, I.e. reconciled differences with Fresh Del Monte in Jun 2017. Probably part of their agreement for Del Monte Pacific to exit competitive business against Fresh Del Monte using Sagar Creek in order to secure long term partnership. http://www.straitstimes.com/business/companies-markets/del-monte-pacific-closes-lid-on-dispute-with-us-based-fresh-del-monte | |||
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| 17-May-2017 17:03 |
Del Monte Pac
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Del Monte Results Announcement
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https://jctynews.com/del-monte-pacific-limited-sgxd03-are-shares-undervalued/25298/ Del Monte Pacific Limited (SGX:D03): Are Shares Undervalued? Del Monte Pacific Limited (SGX:D03) has a current MF Rank of 5730. Developed by hedge fund manager Joel Greenblatt, the intention of the formula is to spot high quality companies that are trading at an attractive price. The formula uses ROIC and earnings yield ratios to find quality, undervalued stocks. In general, companies with the lowest combined rank may be the higher quality picks. Free Cash Flow Growth (FCF Growth) is the free cash flow of the current year minus the free cash flow from the previous year, divided by last year?s free cash flow. The FCF Growth of Del Monte Pacific Limited (SGX:D03) is 0.076876. Free cash flow (FCF) is the cash produced by the company minus capital expenditure. This cash is what a company uses to meet its financial obligations, such as making payments on debt or to pay out dividends. The Free Cash Flow Score (FCF Score) is a helpful tool in calculating the free cash flow growth with free cash flow stability ? this gives investors the overall quality of the free cash flow. The FCF Score of Del Monte Pacific Limited (SGX:D03) is 0.351604. Experts say the higher the value, the better, as it means that the free cash flow is high, or the variability of free cash flow is low or both. The Return on Invested Capital (aka ROIC) for Del Monte Pacific Limited (SGX:D03) is 0.144638. The Return on Invested Capital is a ratio that determines whether a company is profitable or not. It tells investors how well a company is turning their capital into profits. The ROIC is calculated by dividing the net operating profit (or EBIT) by the employed capital. The employed capital is calculated by subrating current liabilities from total assets. Similarly, the Return on Invested Capital Quality ratio is a tool in evaluating the quality of a company?s ROIC over the course of five years. The ROIC Quality of Del Monte Pacific Limited (SGX:D03) is 1.536812. This is calculated by dividing the five year average ROIC by the Standard Deviation of the 5 year ROIC. The ROIC 5 year average is calculated using the five year average EBIT, five year average (net working capital and net fixed assets). The ROIC 5 year average of Del Monte Pacific Limited (SGX:D03) is 0.064435. Shareholder Yield The Shareholder Yield is a way that investors can see how much money shareholders are receiving from a company through a combination of dividends, share repurchases and debt reduction. The Shareholder Yield of Del Monte Pacific Limited (SGX:D03) is 0.057643. This percentage is calculated by adding the dividend yield plus the percentage of shares repurchased. Dividends are a common way that companies distribute cash to their shareholders. Similarly, cash repurchases and a reduction of debt can increase the shareholder value, too. Another way to determine the effectiveness of a company?s distributions is by looking at the Shareholder yield (Mebane Faber). The Shareholder Yield (Mebane Faber) of Del Monte Pacific Limited SGX:D03 is 0.07616. This number is calculated by looking at the sum of the dividend yield plus percentage of sales repurchased and net debt repaid yield. The Value Composite One (VC1) is a method that investors use to determine a company?s value. The VC1 of Del Monte Pacific Limited (SGX:D03) is 9. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of Del Monte Pacific Limited (SGX:D03) is 5. Investors may be interested in viewing the Gross Margin score on shares of Del Monte Pacific Limited (SGX:D03). The name currently has a score of 36.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score lands on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative. | |||
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| 31-Jan-2017 04:46 |
DeClout
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Cloud Investment?
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Don't buy this stock. Their strategy is to aim for your capital (lock-in) by giving some perks like this EAO along the way.
Complicated financial engineering when they could have just distributed via dividends. Not vested. |
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| 07-Dec-2016 10:24 |
Del Monte Pac
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Del Monte Results Announcement
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Rock solid results but news headlines published the big drop in net profit so that retailers sell cheap for smart money to accumulate. | |||
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| 06-Dec-2016 21:14 |
Del Monte Pac
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Del Monte Results Announcement
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Del Monte Pacific delivers a strong recurring net income of US$21m
for the second quarter of FY2017, 33% higher than last year 2Q FY2017 Highlights · Net income without one-off items improved by 33% to US$21m · Revenue was slightly lower at US$636m on lower USA sales · Gross margin increased to 23.1% from 22.4% on improved productivity and lower commodity costs · Del Monte Philippines and S&W in Asia and Middle East continued to deliver strong performance · Deleveraging planned with Preference Shares offering in the Philippines Singapore/Manila, 6 December 2016 ? Singapore Mainboard and Philippine Stock Exchange dual listed Del Monte Pacific Limited (?DMPL? or the ?Group? Bloomberg: DELM SP, DMPL PM) reported today its second quarter FY2017 results ending October. The Group achieved second quarter sales of US$636.2 million, 5% lower than prior year period due to lower sales in the United States. Its US subsidiary, Del Monte Foods, Inc (DMFI), which accounted for 78% of Group sales, generated revenue of US$493.3 million. DMFI?s sales declined due to lower inventory builds on packaged vegetable and plastic fruit cup ahead of the holiday season (as major retailers continued their thrust to optimise cash), weakness in the canned fruit industry, continued impact of unsuccessful low-margin US Department of Agriculture bids from the second half of FY2016 plus reduced sales in private label and foodservice business lines. The foodservice business has been impacted by supply-related issues following closure of the North Carolina plant. Amidst industry contraction, DMFI increased market share in two major categories in retail and this was further supported through growth of the branded business with its biggest customer, Wal Mart, as well as share growth with other strategic retailers such as Target and Kroger. The Philippine market sustained its strong performance, with sales growing in double-digit terms, driven by expanded penetration and increased consumption across categories in retail, as well as expansion in the rapidly growing foodservice channel where the Group optimised opportunities. The Group also strengthened its culinary portfolio with the launch of the Contadina brand in the Philippines with Nigella Lawson, best-selling cookbook author, food enthusiast and TV host as brand ambassador, and with the reintroduction of its Del Monte Extra-Rich Tomato Ketchup and Del Monte Extra-Rich Banana Ketchup. Both launches are meant to tap into the growing trend for premiumisation, following improvements in the Filipinos? purchasing power. Sales of the S&W branded business in Asia and the Middle East performed very strongly with double digit growth driven by both the fresh and packaged segments. S&W expanded its fresh fruit distribution in China and raised brand awareness through in-store sampling. In the packaged segment, sales increased from strong sales of canned fruit to North Asia, higher shipment into Indonesia and improved sales to a foodservice partner in the Philippines. The Group?s gross margin for the second quarter increased to 23.1% from 22.4% in the same period last year partly due to improvements in productivity in the cannery and lower commodity costs particularly packaging. The Group?s recurring EBITDA of US$72.9 million was higher versus last year?s US$69.8 million. One-off-expenses amounting to US$1.5 million from closure of the North Carolina plant and severance were also booked in the second quarter of this year. This was part of the restructuring exercise started in FY2016 to optimise operations. In the prior year, due to a net one-time gain of US$33.4 million resulting mainly from an amendment to DMFI?s retirement plan, the Group had recorded an EBITDA of US$103.2 million. Without the one-off items, the Group achieved a net income of US$21.0 million, 33% higher than last year?s recurring net income of US$15.8 million. Inclusive of the one-off items, net income for the quarter was US$20.2 million, lower versus prior year period?s US$47.8 million. ?The excellent results in the Philippines and the S&W Asian markets, where our teams delivered on both sales expansion and productivity improvement resulting in cost reduction, underscore our strategy to tap into consumption driven growth in Asia which is fuelled by an emerging middle class while, at the same time, seeking to create efficiencies throughout our operations,? said Joselito D Campos, Jr, Managing Director and Group CEO of DMPL. ?Our US business has been impacted by shifting consumer preferences, spending priorities and our performance in the foodservice sector. The demand for convenient packaged foods remains strong and our aim is to increase our market share by doubling our efforts on innovation and new product development,? he added. DMFI increasingly offers differentiated value propositions through meaningful product improvements including the use of natural sea salt and the transition to BPA-free internal can coatings and non-GMO. For the first half of FY2017, the Group generated sales of US$1.1 billion, down 4% versus prior year period on lower sales from the US partly offset by robust sales in Asia. Excluding the one-off items, the Group?s recurring net income would have been US$15.1 million in the first half of FY2017, more than double last year?s US$6.9 million. With the inclusion of the one-off items, the Group generated a net income of US$11.4 million, lower than prior year period?s US$37.1 million which included a net one-time gain of US$30.4 million mainly from DMFI?s retirement plan amendment of last year. As part of the Group?s deleveraging plan subject to market conditions, DMPL intends to issue early next year US dollar denominated perpetual preference shares in the Philippine capital market, to be listed on the Philippine Stock Exchange (PSE). The Company has received approvals from the Philippine SEC and the Bangko Sentral ng Pilipinas (Central Bank) and is awaiting the approval of its listing application from the PSE. As this is the first US$-denominated preference shares to be issued and listed on the PSE, PSE?s trading platform is being enhanced for dollar denominated transactions. The SEC has recently approved the PSE?s Dollar Denominated Securities rules. The proposed issue will be up to US$360 million (with an initial tranche of up to US$250 million and the balance issuable within three years) that will result in a further improvement in the Group?s leverage ratios. |
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| 13-Nov-2016 23:50 |
Del Monte Pac
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Del Monte Results Announcement
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SEC finally okays dollar equity shares
posted November 11, 2016 at 11:20 pm by Jenniffer B. Austria The Securities and Exchange Commission has given its go-signal to the listing of dollar-denominated securities at the Philippine Stock Exchange. SEC chairperson Teresita Herbosa said the corporate regulator approved the proposed rules on the listing and disclosure, trading, clearing and settlement and fees of DDS during in an en banc meeting Thursday afternoon. The PSE plans to launch the new securities product before the end of the year. The new securities product will enable companies to list their dollar denominated shares in addition to their peso common shares. Fruit grower and canner Del Monte Pacific Ltd. has been waiting for SEC?s approval of the DDS rules to finally push through with its $360-million preferred shares offering. http://thestandard.com.ph/mobile/article/221183 |
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| 15-Mar-2016 12:12 |
China Mining
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China Mining holders, please fall in
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Anyone holding this counter? Why is the spread so wide? | |||
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| 28-Aug-2015 00:47 |
China Fishery
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China Fishery - Low PE
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This counter is fishy..... I just dumped all my holdings and took a huge loss. If you can recall the Ng family wanted the Copeinca bondholders to guarantee the debt of China Fishery group as a whole. Why would you want to guarantee the debt of China Fishery as whole? it is now clear that there is indeed a hole with the investigation. On hindsight, this investment was a mistake looking at macro levels of Peru and El Nino fishing turnaround when at micro company level, this counter is crap. Poor Copeinca is dragged into the suffering fate of China Fishery and Pacific Andes........... 1 or 2 cent parent counter in HK..... Avoid this counter before potential suspension..... |
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| 18-Jan-2015 23:27 |
China Fishery
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China Fishery - Low PE
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Recovery soon stated by Peruvian authorities..........Peruvian industry expects anchovy fishing in south will restart soonJanuary 12, 2015, 9:49 am
http://www.undercurrentnews.com/2015/01/12/peruvian-industry-expects-anchovy-fishing-in-south-will-restart-soon/ |
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| 18-Jan-2015 22:50 |
Banyan Tree
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Banyan Tree
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http://www.ttgasia.com/article.php?article_id=24461 |
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| 13-Nov-2014 12:32 |
China Fishery
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China Fishery - Low PE
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i meant ' need NOT pay close to $25million interests.'
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| 13-Nov-2014 12:27 |
China Fishery
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China Fishery - Low PE
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I find it contracdicting that the coming cash injection from China Fishery' s parent company Pacific Andes' s rights issue is causing a decline in the stock prices. Redeeming the S$250 million bonds will mean that China Fishery need to pay close to S$25 million in interests, dividend per annum to the bondholders, i.e. wouldn' t that mean more profits for its bottomline by redeeming the bonds? Cash position is challenging now but I believe it can be resolved. The shareprice is deliberately held down, I believe. I also find it odd the Undercurrent news is so interested in updating the credit ratings for China Fishery.......... it feels so deliberate along with the anchovy season news that hammer the stock. No doubt facts point to increase fear of a precarious position but money is coming in from the sale of its stake in Russian Pollock business. It' s all about cashflow management, which I believe can be handled well. Capital can be raised easily in this part of the world with lower interests. It' s a good thing that the rights issue is coming from Pacific Andes and not China Fishery, no diliution for China Fishery' s shareholders. Just an opinion from me no doubt on the facts that point to the precarious position but look at the upside...... P.S: Last quarter results show good earnings. Think about it. |
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