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Hyflux
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Qanghoo
Supreme |
16-Sep-2015 09:25
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As always, insider trading. So prevalent yet authorities not able to do anything. In any case, This is one for the long term, not now. New WTE plant will start ops only in 2019.
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pinkowl
Supreme |
16-Sep-2015 09:23
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Soaring since yesterday. Congrats to those who bought in. |
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pinkowl
Supreme |
15-Sep-2015 17:08
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Got some today. Think it has gone down enough in the past few weeks. Today' s disclosure of $750m contract win is a trigger for me to long this stock.
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stockwinner
Member |
15-Sep-2015 14:07
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http://hyflux.listedcompany.com/news.html/id/488039 |
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ysh2006
Supreme |
15-Sep-2015 09:55
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Ms Olivia Lam becomes baby again ?
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lensman
Member |
15-Sep-2015 09:00
Yells: "nothing to shout about." |
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Halt ??? |
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pinkowl
Supreme |
03-Jun-2015 10:22
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This baby may be rebounding. |
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Octavia
Supreme |
02-Jun-2015 09:22
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Hyflux awarded a US$48m contract from state-owned Saline Water Conversion Corporation to design, build and supply 10 modular containerised desalination system units with a total designed capacity of 30,000 cubic metres per day to Saudi Arabia. The project is expected to be completed in eight months. |
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KAMAL0883
Supreme |
29-May-2015 17:23
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LOL....Congrats anyway 
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pinkowl
Supreme |
29-May-2015 17:13
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Don' t know leh. But I got it at a low price. So in the money currently.
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KAMAL0883
Supreme |
29-May-2015 17:11
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real or fake one ? this water company dry up almost 2 years liao : ) once a shinning star but now ......SIGH !!!
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pinkowl
Supreme |
29-May-2015 17:08
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Last few minutes jumped up. Happy. |
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Octavia
Supreme |
15-May-2015 09:44
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1Q15 net profit crashed 85% to $5.6m, while revenue fell 32% to $60.4m, mainly from lower engineering, procurement and construction activities. Gross margin improved 6.2ppt to 65.5%. The bottom line slump came from a slump in other income (-53% to $27.0m), which included a $15.8m gain from disposal of a leasehold building, versus a $54.1m gain from sale of financial asset last year. Associate and JV losses also doubled to $7.9m. NAV/share at $0.557. |
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mrwise
Supreme |
30-Apr-2015 07:56
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This will shine...
Stay tuned.... |
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JohnMurphy
Member |
30-Apr-2015 07:35
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Per chart, Hyflux is on the uptrend. | ||||
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tiaojiaoni
Member |
03-Mar-2015 00:18
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Hyflux Ltd - Too early to bottom fish■ Management &ldquo cautiously optimistic&rdquo of 2H15 recovery.
■ Maintain HOLD for lack of catalysts.
Weak construction recognition
4Q14 revenue declined 40% YoY, triggering a net loss of SGD53m. Excluding one-off divestment gains of SGD170m, full-year core net loss was SGD112m, worse than our -SGD82m forecast. Construction recognition was down following the completion of its Tuaspring desalination plant in 2013 and slower-than-expected commencement of its Dahej project in India.
Potential recovery in 2H15
Hyflux is chasing opportunities globally. Management is &ldquo cautiously optimistic&rdquo of a recovery in 2H15. Financial close of Dahej Spring has been delayed by a few quarters but management expects completion in FY15. It also spots some opportunities for asset divestments this year. We think this could refer to its China assets, given rising industry consolidation there.
Remain cautious
We lower FY15E-16E construction revenue by about 10% for potential further delays to its Dahej project and cut EPS from 0.5/4.3 SGD cts to -1.3/3.8 SGD cts. Maintain HOLD for lack of catalysts. Downside should be limited by share buybacks while we could turn more positive on asset divestments. Our TP drops to SGD0.96 from SGD1.07 after changing EPS, still at 25x FY16E EPS.
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tiaojiaoni
Member |
03-Mar-2015 00:14
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Hyflux: Upgrade to HOLD with S$0.96 FV
Poor FY14 finish as expectedHyflux Ltd ended FY14 on a pretty muted note as expected. Due to the lack of new sizable contract wins and the continued delay in trying to achieve financial close for the Dahej project in India, revenue fell 40% to S$321.4m. Although reported net profit came in at S$57.5m, up 31%, we note that it was boosted by several one-off items totaling S$157.8m. Otherwise, the company incurred a negative EBITDA of ~S$38.2m, and a core net loss of S$72.3m this was due to the higher utility charges from Tuaspring Desalination Plant due to the delay in the national grid connection to its power plant. Nevertheless, the company has kept its final dividend unchanged at 1.6 S cents/share. Tuaspring power plant likely operational in 2H15Speaking of its Tuaspring project, management notes that it has been making progress in trying to connect up the 400mw power plant to the grid, and believes that the connection should be completed in 2H15. Hyflux is quite upbeat about its prospects once this project is completed this as it can sell as much as 75% of its power to the grid, given that the desalination plant only needs about 50mw per day. While management believes the revenue contribution could be quite sizable, we note that the margin is likely in the low teens but could provide a source of recurring income. Oman project boost from 2H15 onwardsManagement is also upbeat about the recent Qurayyat contract win, where it expects the US$210m EPC portion to start this year, given that the IWP is scheduled to start commercial operations by May 2017. Hyflux adds that it does not expect the project to face any delays in trying to achieve financial close, unlike the Dahej project. Nevertheless, we expect the Oman project to be more backend loaded, with the bulk of the revenue likely recognized in FY16. Upgrade to HOLD with S$0.96 fair valueWe now expect Hyflux to turnaround in FY15 versus a small loss previously this also improves our DCF-based fair value from S$0.75 to S$0.96. Upgrade to HOLD. Source: OCBC Research - 2 Mar 2015 |
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tiaojiaoni
Member |
03-Mar-2015 00:12
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Singaporean water solution leader secures 2014 profit from sell-offsJUSTINA LEE, Nikkei staff writer SINGAPORE -- Hyflux, one of the world' s leading water solution companies based in Singapore, recently announced a full year revenue for 2014 of 321.3 million Singapore dollars ($235.5 million), a 40% drop from a year earlier due to the delayed commencement of a water desalination project in India. However, the company managed a higher net profit of S$57.4 million due to the divestment of a joint venture and the sale of an innovation center. The company explained in a press release that the main reason for revenue decline is the delayed commencement of a collaborative project between Hyflux, Hitachi and Japanese trading house Itochu, to build a water desalination plant in Gujarat, India. Hyflux said that progress toward conditions needed for the project is " slower than anticipated." It is currently working with partners on these requirements. The increased profit was attributed to a divestment from a joint venture with Marmon Waters last year. The venture targets technologies used primarily for consumer products, which fall outside Hyflux' s main focus on technologies for industrial and civic projects. The divestment led to a S$103.8 million gain. In addition, the sale of a property that was used as an innovation center contributed to a gain of S$170 million. It was sold as a part of Hyflux' s strategy to invest in new technology. Hyflux remains cautiously optimistic for 2015. The group has an order book of over S$2.9 billion, comprising maintenance contracts and construction projects. It won a $250 million contract for an independent water project in Oman in December last year. In light of the uncertain global economic market, Hyflux CEO Olivia Lum said the group will seek opportunities in asset divestment in 2015. |
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pasttime
Supreme |
02-Mar-2015 20:04
Yells: "gold silver are real money. not others iou." |
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the street analysis can put as read for fun only now. not much quality. like one source said ke report can slash target price of one co by 40% in 1 report. so what happen to their previous forecast. today saw one analyst report on hobee. which shows actual 14 falling and yet can forecats 15 forw 50%., 16 antoher 50% etc that is a many 10 of millions wonder how the young gal got that kind of forecast? cfa nowadays devalue quite a bit already. it is not uncommon to see grow of that kind of manitude but mostly no come true one. so tell me with the quality of analyst report lida how to believe? |
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DeepBlue
Veteran |
02-Mar-2015 12:22
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Bro Octavia Can you provide the source of your report. Thanks. 
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