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SMRT
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mrwise
Supreme |
04-Aug-2015 05:52
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It should go lower to $1.2 ...not a gd time for now... | ||||
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enjoylife77
Veteran |
04-Aug-2015 02:35
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I rather invest in a counter whereby all division are profitable , which I did in another transport counter.
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victortan
Elite |
04-Aug-2015 02:28
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I think 1.1 to 1.2, that is my bet. LOL |
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happyharvest
Elite |
03-Aug-2015 23:53
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give it some room to drop to ~1.30 and see if there will be a bounce there.
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victortan
Elite |
03-Aug-2015 23:40
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I will buy some when it go lower, how low? i will wait and see.. |
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victortan
Elite |
03-Aug-2015 23:39
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a lot of ppl dont understand SMRT make most of the money from their retail space at their station.
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happyharvest
Elite |
03-Aug-2015 23:24
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I think there is already some insider news that the fare will reduce, resulting in selling. Yup the recent breakdown is also partly to be blamed for the sell down. Looking forward is how soon there will be rail finanacing and how much it will benefit SMRT. The daily H& S target is achieved. most negative news are released. let' s see if there will be a bounced.
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enjoylife77
Veteran |
03-Aug-2015 19:40
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I hope you had taken necessary action to limit your losses and not listen to those reckless bullish talk that will eventually get you into bigger trouble.
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victortan
Elite |
01-Aug-2015 02:47
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Nice chart, me is waiting at the bottom right of the chart. LOL
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victortan
Elite |
01-Aug-2015 02:46
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Why not? love it or hate it, you or your family still need them. SMRT gold mine is in the retail space. More running , more retailer space will generate more income. Rail will lose money for now. But losses in running rail is far offset by the income from retailer
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invreview
Member |
31-Jul-2015 21:46
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Trade SMRT with caution: 
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enjoylife77
Veteran |
31-Jul-2015 21:34
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Anyone here think it will change for the better in the near future? |
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KiLrOy
Elite |
31-Jul-2015 20:53
Yells: "I buy only what I can see." |
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As long as the shares are paid in FULL and you have the means to keep it without having to scarifice your current lifestyle, I dont think you really have much to worry abt. Given the fact that this is a transportation stock that the government has vast ' interest' at heart as it has direct impact to its citizen you should then refocus by asking yourself the very purpose why you bought this stock for and ask yourself now if situation will change for the better or not in the near future. |
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Moneyhunter
Member |
31-Jul-2015 17:50
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Dont worry, SMRT is defensive stock. Singapore or World economy good or bad, people still have to take train. Give SMRT a year to iron out all the technical and maintenance issues. Within three year, their stock price will go above the price you have purchased. If u have money, can buy some at current price to average down your cost. Cheers
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yohowslife
Member |
31-Jul-2015 17:21
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Disappointing results with profits dropping 10% year on year as a result of high operating expenses from its train operations. Moving forward, the capital intensive unprofitable train business segment will continue to weigh down on the company' s profits, and valuations are still on the expensive side with its PE at 23. http://www.investark.com/Analysis70smrt1q16.html |
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Cheryl_Lee
Member |
31-Jul-2015 17:00
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Deutsche Bank report: As a result of our industry analysis, we have lifted our long-term average fare per trip growth estimates for the Public Transport Operators (PTOs) from -1% to 0-4% p.a. We think that CD&rsquo s rail business would pick up first given that its Northeast Line is sited near incoming housing supply and its Downtown Line is slated to break even in 2016. SMRT rail should benefit later when the Tuas West Extension opens in 2017. Our 2015-17 earnings growth estimate for CD is 8% / 27% / 15% while for SMRT is 21% / 11% / 35%. Our CD / SMRT earnings forecasts are c.10% / 7% above consensus earnings on average for the next three years. We prefer CD as it has a stronger balance sheet (net cash), higher dividend potential and management has been more stable. However, for investors that take a three-year view, we think that SMRT offers greater upside as it benefits more from higher rail exposure and potential rail reforms |
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Cheryl_Lee
Member |
31-Jul-2015 16:56
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Dunno, perhaps the selling is overdone, so that sellers can buy in at a low price. Decline in share price overdone reiterate BUY
Recall that we had already, in Mar 15, factored for higher expenses and potential fines after a number of disruptions on SMRT&rsquo s rail network. However, given the severity of the most recent disruption, we increase our forecasts for R& M expenses and potential fines. Consequently, our FY16F/17F PATMI decline by 5.4%/5.1%. In expectation of higher cash needs over the near to medium-term, we lower our dividend pay-out assumptions for FY16F/17F from 55% to 50%. As such, our DDMderived FV is now lower at S$1.75. In our view, SMRT&rsquo s longer-term catalysts driven by regulatory changes in Singapore&rsquo s bus and rail operating model remain intact. We think the relatively steep decline in SMRT&rsquo s share price post disruption is overdone reiterate BUY on SMRT on positive longer-term outlook.
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enjoylife77
Veteran |
31-Jul-2015 15:49
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Market expect SMRT to be subjected to heavy fine. Going forward will have persistently high repair and maintenance cost. Tough time and shrinking dividend ahead. |
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Cheryl_Lee
Member |
31-Jul-2015 15:40
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Hi guys, i really dunno what to do. I bought a big bundle of SMRT at $1.69, before all this latest problems showed up. Now it' s all tanked. i can' t bear to sell. My losses will be huge. What' s going for this stock is the low fuel prices are expected to last for a while, the income from their retails ops and the possible Govt rail financing, especially with the GE coming soon. Also they found the cause of the latest breakdown. Actually, if the recent breakdown didn' t happen, i don' t think there will be a sell down. Any advice is appreciated. |
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smartrader
Elite |
31-Jul-2015 12:06
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Problem of a profit-driven culture is diversified portfolio . 10 years down the road, switch back to core business .. We had been through this 20 years ago where national companies and banks were told to divest their non-core businesses. Now SMRT wants to be telco ..sigh.
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