Back

Latest Forum Topics / SingPost    Last:0.315 --

Post Reply

SingPost Post Reply Rate topic
Qanghoo Supreme	13-Nov-2018 22:25        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	First, let' s wait for Q3 without speculating that it might be worse than last yr' s.  Second, from what I' ve checked, the div policy suggest that div of between 60-80% earnings shall not include inpairment, ie, based on underlying net.  From 1H, the net profit of 1.61c includes impairments.  Hence, if full yr  underlying > 4.5c then likely that 3.5c cld be repeated.  But one way or the other, I don' t see what we get by talking down the stock, especially those who just seem to pluck tps from the air.  tangsookiam1947      ( Date: 13-Nov-2018 21:19) Posted: half year EPS was only  1.61 cents. Let' s wait for Q3. If upcoming Q3 (peak season) is worse than last year Q3, think dividend may not be sustained at current 3.5 cents (full year).
Useful To Me  Not Useful To Me
SuperLuckyCorn Supreme	13-Nov-2018 21:43        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Ha..plse go ahead. We would like to see that, so that we can get cheaper. explosive2013      ( Date: 13-Nov-2018 18:55) Posted: Short. Tp 0.90 SuperLuckyCorn      ( Date: 13-Nov-2018 14:54) Posted: yes. indeed. This give us some confident on them. Anyway, they are moving slowly & steadily
Useful To Me  Not Useful To Me
tangsookiam1947 Master	13-Nov-2018 21:19        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	half year EPS was only  1.61 cents. Let' s wait for Q3. If upcoming Q3 (peak season) is worse than last year Q3, think dividend may not be sustained at current 3.5 cents (full year).
Useful To Me  Not Useful To Me
destinykraze Elite	13-Nov-2018 20:55        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Based on whose research and forecast?  IF these so called anal ysts are so good, they would be buying stocks instead of selling advices. I haven' t heard of anyone making decent profits by following these greenhorns.   tangsookiam1947      ( Date: 13-Nov-2018 20:10) Posted: likely drop below 90 cents. EPS has dropped compared to last year and e-commence loss have worsened a lot..
Useful To Me  Not Useful To Me
tangsookiam1947 Master	13-Nov-2018 20:10        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	likely drop below 90 cents. EPS has dropped compared to last year and e-commence loss have worsened a lot..
Useful To Me  Not Useful To Me
Qanghoo Supreme	13-Nov-2018 19:05        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope u are right.  I' m no short man.  But I can wait if there is a good case for a 90c px.  explosive2013      ( Date: 13-Nov-2018 18:55) Posted: Short. Tp 0.90 SuperLuckyCorn      ( Date: 13-Nov-2018 14:54) Posted: yes. indeed. This give us some confident on them. Anyway, they are moving slowly & steadily
Useful To Me  Not Useful To Me
explosive2013 Master	13-Nov-2018 18:55        explosive2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short. Tp 0.90 SuperLuckyCorn      ( Date: 13-Nov-2018 14:54) Posted: yes. indeed. This give us some confident on them. Anyway, they are moving slowly & steadily. Qanghoo      ( Date: 12-Nov-2018 23:40) Posted: If u look at Starhub, eg.  They are maintaining div.  For me, Starhub is worse, far worse.  Squeezing customers' b**ls hard to maintain div.  Spost too was doing the same under the old board.  Increase postage n made a big story out of cost going up, bla, bla, bla.  But increased div (if I recall correctly from 5c to 7c).  Thankfully, the new board the new board has come to its senses n reduced div to 2c.  So, when they managed to steady the ship, I think they feel justified to give back a bit more to shareholders.
Useful To Me  Not Useful To Me
SuperLuckyCorn Supreme	13-Nov-2018 14:54        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	yes. indeed. This give us some confident on them. Anyway, they are moving slowly & steadily. Qanghoo      ( Date: 12-Nov-2018 23:40) Posted: If u look at Starhub, eg.  They are maintaining div.  For me, Starhub is worse, far worse.  Squeezing customers' b**ls hard to maintain div.  Spost too was doing the same under the old board.  Increase postage n made a big story out of cost going up, bla, bla, bla.  But increased div (if I recall correctly from 5c to 7c).  Thankfully, the new board the new board has come to its senses n reduced div to 2c.  So, when they managed to steady the ship, I think they feel justified to give back a bit more to shareholders.  Qanghoo      ( Date: 12-Nov-2018 23:32) Posted: It' s not a hard n fast rule. Coy has not set a policy, has it?  If it is confident it is doing well going forward, then it might wish to reward shareholders accordingly.  On the other hand, if it feels need to consserve cash, even if EPS is good it might maintain same level or lower.  My sense is it went from 2 cts to 3.5 cts n that demonstrated management' s confidence it was moving in the right direction.
Useful To Me  Not Useful To Me
destinykraze Elite	13-Nov-2018 10:56        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Slight drop for EPS is due to some exceptional items. Q3 is important for SP. As long it does not deviate too much, that is a plus as it shows forecast was overly pessimistic.  That itself would warrant a decent rally.   tangsookiam1947      ( Date: 12-Nov-2018 23:06) Posted: the last year Q4 dividend was 2 cents based on Last Year full year EPS. Dividend payout ratio has to be maintained within a certain % of total EPS. If total full year EPS were to drop, then Q4 dividend will be adjusted downward accordingly. Now half EPS had dropped by quite a bit. Hence, not sure if this year Q4, SP can pay out 2 cents. We need to wait and see Q3/4 results. Qanghoo      ( Date: 12-Nov-2018 18:53) Posted: Yes, I' ve looked at the most recent results n management' s explanations n share the same view that it looks promising going forward.  The thing with negative hoggers is that they don' t even bother to check anything.  Why do they need to anyway.  Just wack any  negatives will do, right?    I' d said so long ago,  what signal were  SP sending when they increased the y-e div from 0.5c to 2c.  Obviously their efforts to reinvent themselves (contrary to so many unsupported claims otherwise) were already starting to bear fruit, especially under the direction of the ' new' board, n the board must have had some confidence already  that things were beginning  to turn up, thus enabling them to  increase y-e div at the end of FY17
Useful To Me  Not Useful To Me
Qanghoo Supreme	12-Nov-2018 23:40        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If u look at Starhub, eg.  They are maintaining div.  For me, Starhub is worse, far worse.  Squeezing customers' b**ls hard to maintain div.  Spost too was doing the same under the old board.  Increase postage n made a big story out of cost going up, bla, bla, bla.  But increased div (if I recall correctly from 5c to 7c).  Thankfully, the new board the new board has come to its senses n reduced div to 2c.  So, when they managed to steady the ship, I think they feel justified to give back a bit more to shareholders.  Qanghoo      ( Date: 12-Nov-2018 23:32) Posted: It' s not a hard n fast rule. Coy has not set a policy, has it?  If it is confident it is doing well going forward, then it might wish to reward shareholders accordingly.  On the other hand, if it feels need to consserve cash, even if EPS is good it might maintain same level or lower.  My sense is it went from 2 cts to 3.5 cts n that demonstrated management' s confidence it was moving in the right direction.  tangsookiam1947      ( Date: 12-Nov-2018 23:06) Posted: the last year Q4 dividend was 2 cents based on Last Year full year EPS. Dividend payout ratio has to be maintained within a certain % of total EPS. If total full year EPS were to drop, then Q4 dividend will be adjusted downward accordingly. Now half EPS had dropped by quite a bit. Hence, not sure if this year Q4, SP can pay out 2 cents. We need to wait and see Q3/4 results
Useful To Me  Not Useful To Me
Qanghoo Supreme	12-Nov-2018 23:32        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s not a hard n fast rule. Coy has not set a policy, has it?  If it is confident it is doing well going forward, then it might wish to reward shareholders accordingly.  On the other hand, if it feels need to consserve cash, even if EPS is good it might maintain same level or lower.  My sense is it went from 2 cts to 3.5 cts n that demonstrated management' s confidence it was moving in the right direction.  tangsookiam1947      ( Date: 12-Nov-2018 23:06) Posted: the last year Q4 dividend was 2 cents based on Last Year full year EPS. Dividend payout ratio has to be maintained within a certain % of total EPS. If total full year EPS were to drop, then Q4 dividend will be adjusted downward accordingly. Now half EPS had dropped by quite a bit. Hence, not sure if this year Q4, SP can pay out 2 cents. We need to wait and see Q3/4 results. Qanghoo      ( Date: 12-Nov-2018 18:53) Posted: Yes, I' ve looked at the most recent results n management' s explanations n share the same view that it looks promising going forward.  The thing with negative hoggers is that they don' t even bother to check anything.  Why do they need to anyway.  Just wack any  negatives will do, right?    I' d said so long ago,  what signal were  SP sending when they increased the y-e div from 0.5c to 2c.  Obviously their efforts to reinvent themselves (contrary to so many unsupported claims otherwise) were already starting to bear fruit, especially under the direction of the ' new' board, n the board must have had some confidence already  that things were beginning  to turn up, thus enabling them to  increase y-e div at the end of FY17
Useful To Me  Not Useful To Me
tangsookiam1947 Master	12-Nov-2018 23:06        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the last year Q4 dividend was 2 cents based on Last Year full year EPS. Dividend payout ratio has to be maintained within a certain % of total EPS. If total full year EPS were to drop, then Q4 dividend will be adjusted downward accordingly. Now half EPS had dropped by quite a bit. Hence, not sure if this year Q4, SP can pay out 2 cents. We need to wait and see Q3/4 results. Qanghoo      ( Date: 12-Nov-2018 18:53) Posted: Yes, I' ve looked at the most recent results n management' s explanations n share the same view that it looks promising going forward.  The thing with negative hoggers is that they don' t even bother to check anything.  Why do they need to anyway.  Just wack any  negatives will do, right?    I' d said so long ago,  what signal were  SP sending when they increased the y-e div from 0.5c to 2c.  Obviously their efforts to reinvent themselves (contrary to so many unsupported claims otherwise) were already starting to bear fruit, especially under the direction of the ' new' board, n the board must have had some confidence already  that things were beginning  to turn up, thus enabling them to  increase y-e div at the end of FY17. SuperLuckyCorn      ( Date: 12-Nov-2018 17:49) Posted: yes. We have similar conclusion. Anyway, we can hold. The nice thing is hold & still can get dividend. The next quarter, they may use " dividend" to surprise " long term" shortists
Useful To Me  Not Useful To Me
Qanghoo Supreme	12-Nov-2018 18:53        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I' ve looked at the most recent results n management' s explanations n share the same view that it looks promising going forward.  The thing with negative hoggers is that they don' t even bother to check anything.  Why do they need to anyway.  Just wack any  negatives will do, right?    I' d said so long ago,  what signal were  SP sending when they increased the y-e div from 0.5c to 2c.  Obviously their efforts to reinvent themselves (contrary to so many unsupported claims otherwise) were already starting to bear fruit, especially under the direction of the ' new' board, n the board must have had some confidence already  that things were beginning  to turn up, thus enabling them to  increase y-e div at the end of FY17. SuperLuckyCorn      ( Date: 12-Nov-2018 17:49) Posted: yes. We have similar conclusion. Anyway, we can hold. The nice thing is hold & still can get dividend. The next quarter, they may use " dividend" to surprise " long term" shortists. destinykraze      ( Date: 12-Nov-2018 17:23) Posted: I wished it was that simple. 3 months ago, price was at $1.38. Institutional investors look at potential growth or make some forecast that is unfavorable. The results next quarter would confirm a lot of things such as their business direction results. If it remains the same or even increase, it would see a big rally. As things not as bad as forecast and it is starting turn in more profits. If you wanna buy singpost, best to wait for decreasing volume and stablising price as sign. Having holding power for this type of stock is good, as it would eventually yield you profits, the only question is when.
Useful To Me  Not Useful To Me
SuperLuckyCorn Supreme	12-Nov-2018 17:49        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	yes. We have similar conclusion. Anyway, we can hold. The nice thing is hold & still can get dividend. The next quarter, they may use " dividend" to surprise " long term" shortists. destinykraze      ( Date: 12-Nov-2018 17:23) Posted: I wished it was that simple. 3 months ago, price was at $1.38. Institutional investors look at potential growth or make some forecast that is unfavorable. The results next quarter would confirm a lot of things such as their business direction results. If it remains the same or even increase, it would see a big rally. As things not as bad as forecast and it is starting turn in more profits. If you wanna buy singpost, best to wait for decreasing volume and stablising price as sign. Having holding power for this type of stock is good, as it would eventually yield you profits, the only question is when. kangaroo11      ( Date: 12-Nov-2018 17:08) Posted: just my personal view, P/B at 1.3 and P/E at 20.3, doesnt look so cheap, maybe thats why institutional investors are selling....
Useful To Me  Not Useful To Me
destinykraze Elite	12-Nov-2018 17:23        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	I wished it was that simple. 3 months ago, price was at $1.38. Institutional investors look at potential growth or make some forecast that is unfavorable. The results next quarter would confirm a lot of things such as their business direction results. If it remains the same or even increase, it would see a big rally. As things not as bad as forecast and it is starting turn in more profits. If you wanna buy singpost, best to wait for decreasing volume and stablising price as sign. Having holding power for this type of stock is good, as it would eventually yield you profits, the only question is when. kangaroo11      ( Date: 12-Nov-2018 17:08) Posted: just my personal view, P/B at 1.3 and P/E at 20.3, doesnt look so cheap, maybe thats why institutional investors are selling....
Useful To Me  Not Useful To Me
kangaroo11 Veteran	12-Nov-2018 17:08        kangaroo11 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	just my personal view, P/B at 1.3 and P/E at 20.3, doesnt look so cheap, maybe thats why institutional investors are selling....
Useful To Me  Not Useful To Me
destinykraze Elite	12-Nov-2018 17:06        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	This is a stock that was very heavily shorted for the past few months.  Pros: The next rebound should be quite strong as most weak holders already sold.  With their revised 3.5% dividend yield, it is sustainable based on their own estimate( 2017 OCT singpost centre mall supplementing). Average asia market dividend is at 2.4%. The buying queue is not small, one Institutional investor is selling, the other is collecting. Shorts would eventually have to be covered. New CEO has vast experience in managing similar industry, has set new goals and plans. Cons: Institutional investors are selling, nobody knows when it would stop, monitor the volume, if it is decreasing and price is stable then it has stopped. Price might drop below expected value caused by panic sell and heavy shorts. Weak market sentiments right now Previous collabration and dealings with alibaba is uncertain because of upcoming alibaba' s CEO. More corparate goverance issues or frauds. xxadidasxx      ( Date: 12-Nov-2018 16:13) Posted: Seems to be a lot of trading between 0.990 and 0.995 Hope can go back above 1
Useful To Me  Not Useful To Me
xxadidasxx Veteran	12-Nov-2018 16:59        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	A lot of selling at 0.990 dun look good ?
Useful To Me  Not Useful To Me
destinykraze Elite	12-Nov-2018 16:46        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	People are obvious talking in current context. why put something that is out of context, it could be misleading. I can also say DBS dividend yield is at 10%. (actually based on 2017 price and 2018 dividend) but we all know it' s full of shit. kangaroo11      ( Date: 12-Nov-2018 15:46) Posted: Know-Your-Stuff    is right to say 2% if its in 2017. destinykraze      is right to say 3.5% if its in 2018. All is right! whahahahahaha!!!!
Useful To Me  Not Useful To Me
xxadidasxx Veteran	12-Nov-2018 16:13        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems to be a lot of trading between 0.990 and 0.995 Hope can go back above 1
Useful To Me  Not Useful To Me

                                                         First   < Newer   3021-3040 of 4318   Older>   Last