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Alset International (SeD) The new beginning

victortan
Elite

21-Nov-2014 15:48

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who don knw different view? But if one take the earnnig to be flat in Q4, the eps will be .068c..current Q3 is 0.051c. so base on current PE of 10, the fair px shd be value at 68c. even if rumour dont say so, doesnt means px drop low is means a buy.

edwinjup ( Date: 20-Nov-2014 09:47) Posted:

Drink $80 kopi liao.....may tikam back....

edwinjup ( Date: 20-Nov-2014 03:24) Posted:

Thanks...this is sgx market...different people got diff views....if everyone look so positive like the analyst from cimb,phillip or uobkh..i dont think i can get at this price....i buy because price too attractive liao( dropped from $1.10) with good div payout of 4.25c or more(increase every year)....if my tikam failed....will keep for div.....lol......just tikam tikam onl

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edwinjup
Supreme

20-Nov-2014 09:47

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Drink $80 kopi liao.....may tikam back....

edwinjup ( Date: 20-Nov-2014 03:24) Posted:

victortan ( Date: 19-Nov-2014 23:00) Posted:

I beg yr forgiveness, by saying so, thids is what i hear from some broker. I just repeat here, no offence, anyway, a stoploss is the way to go, same go for profit, if it go up.

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edwinjup
Supreme

20-Nov-2014 03:24

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victortan ( Date: 19-Nov-2014 23:00) Posted:

I beg yr forgiveness, by saying so, thids is what i hear from some broker. I just repeat here, no offence, anyway, a stoploss is the way to go, same go for profit, if it go up.

victortan ( Date: 19-Nov-2014 22:48) Posted:

hope u don mind my comment. i think some fund is selling this one to 72c. i think so.

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victortan
Elite

19-Nov-2014 23:00

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I beg yr forgiveness, by saying so, thids is what i hear from some broker. I just repeat here, no offence, anyway, a stoploss is the way to go, same go for profit, if it go up.

victortan ( Date: 19-Nov-2014 22:48) Posted:

hope u don mind my comment. i think some fund is selling this one to 72c. i think so.

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victortan
Elite

19-Nov-2014 22:48

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hope u don mind my comment. i think some fund is selling this one to 72c. i think so.

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edwinjup
Supreme

19-Nov-2014 20:30

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Pan United Corp. - Ports on the up Building Materials flat (Joshua Tan)
Recommendation: Accumulate
Previous Close: S$ 1.03
Target Price: S$ 1.19

Pan United Corp?s (PUC) 2QFY14 results were mixed, Revenue declined 0.8%y-y, but core-profitability EBITDA and EBIT advanced 8.3%y-y and 7%y-y respectively, with margins climbing to the highest in recent memory ? 13% EBITDA margins versus last 2 years of about 12%, flow thru to the bottom line saw EPS climb 5.2%y-y.
Ports & Logistics business drove the improved margin expansion as new acquisition CCIP sees better than expected throughput.
But main drag on quarters result was Basic Building Resources division which continued to see demand crimped as structural challenges to the construction industry remain.
As such we've had to cut estimates in anticipation that the these challenges are unlikely to be resolved overnight. Likely multi-year affair.
We maintain Accumulate with a reduced target price of $1.19 from S$1.33

cimb called buy tp at $1.22 after 3q result
Think uobkh called around $1.02.......
for my own infos only..lol
just tikam only

edwinjup ( Date: 19-Nov-2014 17:22) Posted:

Tikam some today...div should be able to maintain at 4c ....

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edwinjup
Supreme

19-Nov-2014 17:22

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Tikam some today...div should be able to maintain at 4c ....

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bpequity
Member

12-Aug-2014 09:50

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The price of PanUnited is seeing downward movement these few days.... any reasons?

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guoyanyunyan
Supreme

15-May-2014 15:01

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PanUnited - Affected by input costs

1Q14 below on higher input costs
Expect margins to be under control going forward
Newly acquired CCIP port still a drag on earnings
Maintain HOLD with TP slightly lower at S$1.00

Source : DBS Group Research ...last:$0.990...

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marubozu1688
Master

21-Apr-2014 21:10

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Yells: "Be humble in front of Mr. Market."

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Pan United is facing resistance now. Fundamentally and technically a challenge for Pan United to break this level to go higher.

http://mystocksinvesting.com/singapore-stocks/cosco-corp/singapore-shipping-stocks-still-no-life-yet/

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johnng
Supreme

17-Mar-2014 13:51

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getting ready to smash through $1

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guoyanyunyan
Supreme

10-Mar-2014 16:36

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SG Stock - PanUnited

PanUnited, Turning up as you can see from below chart. Support is at around 0.93, as long as it does not break below this support level, this stock is still in play.
Buy Entry price: 0.95
CutLoss: 0.925 ...last:$0.960...

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pnuklis
Master

06-Mar-2014 15:28

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Why so bullish today?

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guoyanyunyan
Supreme

26-Feb-2014 12:07

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Tax boost ....

Target S$1.13 (Stock Rating: ADD)

PAN's 4Q13 and FY13 core EPS were above our expectations, at 29% and 109% of our forecasts, respectively, due to the better tax regime. We cut FY14-15 EPS by 4-5% to account for the gestation and finance costs for its new acquisition, CCIP. Thus, our residual income-based target price is lowered. We also introduce our FY16 estimates. PAN retains its Add rating, potentially catalysed by the chunky earnings contributions from the MRT projects in the BBR segment and the improved earnings profile of its enlarged port and logistics operations in China. We like management's bold step to enlarge PAN's regional income sources and the increase in DPS to 4.25 Scts in FY13 (4 Scts in FY12) is an assurance that the gestation for CCIP is measured.

Tax rate stars in 4QFY13 results
FY13 revenue was flat yoy, with a lacklustre BBR division and disappointing shipping division. PATMI for the port division was up 26% yoy in FY13, thanks to the greater profitability from the higher volume handled and increased stake in CXP. Pretax profit for almost all divisions was below our expectations. Thus, PAN's 4QFY13 results were not impressive.

Expanded port but no fear of dip in dividends
Beyond results. CCIP's utilisation rate was only 30% in FY13 but we believe that PAN will be able to capitalise on CXP's track record and expertise in handling bulk cargo to boost CCIP's volume growth. With two multi-purpose ports in its stable, PAN will be able to increase its port market share and boost its position as a key logistics hubs along the Yangtze River. The CCIP acquisition is in line with PAN's mission to expand its core businesses and raise foreign-sourced income. We estimate that PAN's net gearing will climb to only 0.22x in FY14, before moderating in FY15. This suggests that its dividend payout will not be affected.

Stay invested

Apart from the CXP consolidation, other catalysts for PAN could come from the chunky earnings contributions from the MRT projects. PAN's bread-and-butter BBR division is expected to maintain its ready-mixed concrete sales volume. We believe that it is management's longer-term intention to monetise its port and logistics business by spinning it off via listing.

...last: $0.935...

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guoyanyunyan
Supreme

20-Feb-2014 11:47

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Pan United - Medium term pain for a snug strategic fit

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Pan United?s (PUC) 85.5% owned Changshu Xinghua Port (CXP) acquires 90% of neighbouring port Changshu Changjiang Int?l Port (CCIP) for RMB 436.5mn (S$91.3mn) at about 1.31x NTA
Acquisition will be half cash and half debt funded with 5 year bank loan at the CXP level.
As CCIP is adjacent to CXP, obvious economies of scale stand ready to be milked by merely taking down the fence. Furthermore, by taking out a competitor appears to consolidate the port landscape in Changshu to what looks like a duopoly.
As CCIP is a new port, with built up facilities and warehouses, there appears to be no further major capex required.
However, being a new port means that its utilization is currently low at 30%. While management has given itself 18 months to achieve breakeven utilization, from now till then CCIP represents a moderate earnings drag to PUC ? our FY14 and FY15 estimates will likely have to be taken down, and shareholders will have to wait till FY16 for earnings accretion from CCIP.
In the meantime, investors should keep in mind that this is a snug strategic fit and look beyond the medium term earnings drag.
Maintain ?Accumulate?, with unchanged TP of S$1.26.

Investment Action

The forecasted financials in this report do not reflected the medium term earnings drag ? as next week is FY13 results, we will wait till then to formally revise all forecasts. Tentatively, our back of the envelop estimate is that FY14 and FY15 EPS will be revised from S$0.098 to S$0.085 and S$0.111c to S$0.105 respectively, which at today?s price implies that PUC is now trading at 10.8x FY14f EPS and 8.8x FY15f EPS ? not expensive. Thus we recommend that investors stay invested in PUC as CXP further entrenches itself in what looks like a duopoly situation in Changshu ? and that can never be bad for the long run. Maintain ?Accumulate?, with unchanged TP of S$1.26. ...last: $0.910...

Source: Phillip Securities Research

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edwinjup
Supreme

07-Feb-2014 12:57

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Added.some.today....result.and dividend play

pnuklis ( Date: 08-Jan-2014 14:55) Posted:

The volume is so low and there are no any announcements from the management of any action. Even though analysis's talk good about this counter with this low action it is no use. Coming to think about this they must be making good money as so many construction projects in Singapore and on the Ports side it must be a steady business.

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pnuklis
Master

08-Jan-2014 14:55

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luminol
Senior

01-Jan-2014 01:57

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Yells: "Correlation does not imply causation."

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Nobody interested in this counter? Seems like a good construction stock.

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pnuklis
Master

29-Nov-2013 10:49

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can some one tell me why this counter is going down after yesterdays high of S$1.00?????

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guoyanyunyan
Supreme

04-May-2013 15:35

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PhillipCapital Research Note - 3 May 2013

Regional Market FocusSingapore

The benchmark STI close higher to 3,402.39 (+1.02%). The 2.2bn shares traded were worth S$1.9bn in value.
DBS rallied strongly to close up 4.5% after reporting a strong set of numbers before market opening yesterday. However, our analyst believes that the positives are mostly priced in and downgraded his recommendation on the stock to Neutral.
Top picks for the year are Pan United (Buy, TP: S$1.21), SIAEC (Buy, TP: S$6.10) & Boustead Singapore (Buy, TP: S$1.80). Pan United is a dominant supplier to the construction industry in Singapore and we expect the company to perform well given the strong pipeline of infrastructure work over the next few years. SIAEC is a key beneficiary of the aviation growth story in the region and offers excellent dividend yields. There are hidden gems within Boustead Singapore and we believe that the stock would continue to re-rate as the market appreciates the economic moat in its businesses.

...Prev Close: $0.935...

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