ShareJunction - Stock Forum Messages %%%:

Back

First < Newer 5961-5980 of 6575 Older> Last

Latest Forum Topics / Yoma Strategic Last:0.081

-0.001

Post Reply

YOMA

gslgsl
Senior

25-May-2014 10:37

gslgsl About Contact Quote this Post!

x 0
x 0

Alert Admin

Better watch out for military coup like Thailand.

Useful To Me Not Useful To Me

didisiaosiao
Master

25-May-2014 10:20

didisiaosiao About Contact Quote this Post!

x 0
x 0

Alert Admin

They gg to push it beyond $1 now......haha

tormater ( Date: 22-May-2014 08:01) Posted:

Probably they are caught up with millions of Yoma stocks bought at 90 cents, LOL.

ozone2002 ( Date: 21-May-2014 10:17) Posted:

i wonder if they fired the analyst

Last:0.695 Vol:5737k

+0.015

Useful To Me Not Useful To Me

didisiaosiao
Master

25-May-2014 10:15

didisiaosiao About Contact Quote this Post!

x 0
x 0

Alert Admin

Queuing to buy at 78-79 range......buy!!!!!

bishan22 ( Date: 23-May-2014 17:16) Posted:

Brokage houses will start to sing song again. Kekeke.

Useful To Me Not Useful To Me

bishan22
Supreme

23-May-2014 17:16

bishan22 About Contact Quote this Post!

x 0
x 0

Alert Admin

Brokage houses will start to sing song again. Kekeke.

Useful To Me Not Useful To Me

ronleech
Elite

23-May-2014 16:12

ronleech About Contact Quote this Post! Style: Flexible Mood:

Yells: "Believe in yourself. Ride with the waves......"

x 0
x 0

Alert Admin

Fantastic run...

Useful To Me Not Useful To Me

bishan22
Supreme

23-May-2014 16:01

bishan22 About Contact Quote this Post!

x 0
x 0

Alert Admin

No horse run. Those vested hang on for higher return.Good luck.

Useful To Me Not Useful To Me

ronleech
Elite

23-May-2014 15:14

ronleech About Contact Quote this Post! Style: Flexible Mood:

Yells: "Believe in yourself. Ride with the waves......"

x 0
x 0

Alert Admin

wasted...but there will always to 2nd chance

Toyota86 ( Date: 23-May-2014 14:37) Posted:

I must be the stupidest moron around. Sold all my yoma for break even price yesterday. Today.........I should just shoot myself.

Useful To Me Not Useful To Me

bishan22
Supreme

23-May-2014 15:10

bishan22 About Contact Quote this Post!

x 0
x 0

Alert Admin

Mama finally cheong. Can remove for defrost liao. Hahaha.

Useful To Me Not Useful To Me

Toyota86
Member

23-May-2014 14:37

Toyota86 About Contact Quote this Post!

x 0
x 0

Alert Admin

I must be the stupidest moron around. Sold all my yoma for break even price yesterday. Today.........I should just shoot myself.

Useful To Me Not Useful To Me

daylight28
Senior

23-May-2014 11:08

daylight28 About Contact Quote this Post!

x 0
x 0

Alert Admin

yomama long time never chiong liao

Useful To Me Not Useful To Me

ronleech
Elite

23-May-2014 10:58

ronleech About Contact Quote this Post! Style: Flexible Mood:

Yells: "Believe in yourself. Ride with the waves......"

x 0
x 0

Alert Admin

looks very mush like a trap well laid for small punter like you and me to enter....

Useful To Me Not Useful To Me

ronleech
Elite

23-May-2014 10:56

ronleech About Contact Quote this Post! Style: Flexible Mood:

Yells: "Believe in yourself. Ride with the waves......"

x 0
x 0

Alert Admin

Enough can keep liao...if cant break 80cts itwill go down to 0.75 very fast...

Useful To Me Not Useful To Me

bishan22
Supreme

23-May-2014 10:24

bishan22 About Contact Quote this Post!

x 0
x 0

Alert Admin

BB pushing liao. Good luck.

Useful To Me Not Useful To Me

daylight28
Senior

23-May-2014 10:21

daylight28 About Contact Quote this Post!

x 0
x 0

Alert Admin

who is pushing up yo mama

Useful To Me Not Useful To Me

peter1234
Senior

23-May-2014 10:01

peter1234 About Contact Quote this Post!

x 0
x 0

Alert Admin

coming again today

ozone2002 ( Date: 22-May-2014 13:38) Posted:

ANALYST still there!! And asking to BUY!! 48x PE!!! MY GOODNESS!

Star City launching new zone soon

  FY14 core earnings slightly below property still going

strong with Star City&rsquo s Zone C to launch in 2H14 non-real

estate besides tourism takes time to contribute

  FY15F cut by 13% to trim LDR sales and lowering

estimates of non-property businesses

  Overall positive Landmark conclusion is key catalyst

maintain Buy with TP adjusted slightly lower to S$1.00

FY14 core profits a shade lower. Excluding S$6.2m of fair value gains

on investment and acquisition and S$3.7m relating to employee

stock options expense which were not within our forecast, core

profit would be S$13.9m, compared to our expectation of S$14.8m.

FY14 sales surged 66% y-o-y to S$100.4m, within forecast. For the

quarter, net profit was S$6.4m (-49% y-o-y, +22% q-o-q) on sales of

S$27.5m (+34% y-o-y, -9% q-o-q).

Property was main growth driver, recording sales ofS$90.9m in FY14

including S$45.8m of LDRs for zone B in Star City to an investor.

Yoma also earned incentive fees of S$5.3m for meeting sales targets

for block B1, B2 and B5. Incentives fees for B3 and B4 are expected

in the coming quarters. In terms of units, Yoma sold 770k units in

FY14 compared to 491 units in FY13 and our 700k assumption. ASP

was stable at US$150 psf. Elsewhere, Balloon-over-Bagan was the

other profitable venture despite only operating for a few months in

the year due to seasonality.

Star City&rsquo s 940-unit Zone C going upmarket - upside potential.

Already, properties near Dulwich College are expected to attract

premium pricing. Additionally, Yoma is lifting height and raising

specifications of this new phase to boost GFA and to offer units with

more attractive views for higher prices. Conservatively, we have

assumed 6-7% y-o-y rise in ASPs. Further ASP expansion would

therefore lead to potential earnings upside.

Among non-property, tourism would ease during off-peak season

but telecom unit is well placed to sign more tower contracts. Despite

difficulty in importing supplies, Yoma continues to build more towers

than competitors. Management is also looking to restructure its

stake in the consortium, which we read positively.

Maintain Buy, TP slightly lowered to S$1 as we trimmed our forecast

to assume lower non-property contributions and employee stock

option charges. As the long-stop date for Landmark&rsquo s acquisition

closes end of June, we expect the conclusion of the deal to be a

catalyst for the stock.

Financial Summary

FY Mar (S$ m) 2013A 2014A 2015F 2016F

Turnover 60 100 93 131

Operating Profit 12 26 33 55

EBITDA 13 28 34 56

Net Pft (Pre Ex.) 11 16 18 32

EPS (S cts) 1.3 1.4 1.6 2.8

EPS Pre Ex. (S cts) 0.9 1.4 1.6 2.8

EPS Gth (%) 10 13 12 73

EPS Gth Pre Ex (%) (17) 51 12 73

Net DPS (S cts) 0.5 0.0 0.0 0.0

BV Per Share (S cts) 31.3 32.5 34.1 36.9

PE (X) 55.4 48.8 43.7 25.3

PE Pre Ex. (X) 73.9 48.8 43.7 25.3

EV/EBITDA (X) 57.3 30.3 24.8 15.0

Net Div Yield (%) 0.7 0.0 0.0 0.0

P/Book Value (X) 2.2 2.2 2.1 1.9

Net Debt/Equity (X) CASH CASH CASH CASH

ROAE (%) 5.9 4.5 4.8 7.8

Useful To Me Not Useful To Me

ozone2002
Supreme

22-May-2014 13:38

ozone2002 About Contact Quote this Post! Style: Technical

x 0
x 0

Alert Admin

Useful To Me Not Useful To Me

tormater
Senior

22-May-2014 08:01

tormater About Contact Quote this Post! Style: Fundamental

x 0
x 0

Alert Admin

Probably they are caught up with millions of Yoma stocks bought at 90 cents, LOL.

ozone2002 ( Date: 21-May-2014 10:17) Posted:

i wonder if they fired the analyst

Last:0.695 Vol:5737k

+0.015

ozone2002 ( Date: 03-Dec-2013 11:42) Posted:

DBS analyst still promoting this high PE stock.. now 50x PE

BUY S$0.74 STI : 3,188.76

Price Target : S$ 1.02

Analyst

TAN Ai Teng +65 6398 7967

[email protected]

Price Relative

261

461

661

861

1061

1261

0.0

0.2

0.4

0.6

0.8

1.0

Dec-09 Jan-11 Jan-12 Jan-13

S$ Relative Index

Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)

Forecasts and Valuation

FY Mar (S$ m) 2012A 2013A 2014F 2015F

Revenue 39 60 99 141

EBITDA 8 13 29 43

Pre-tax Profit 6 16 28 42

Net Profit 6 14 15 23

Net Pft (Pre Ex.) 6 11 15 23

EPS (S cts) 1.1 1.3 1.3 2.0

EPS Pre Ex. (S cts) 1.1 0.9 1.3 2.0

EPS Gth (%) 117 10 3 53

EPS Gth Pre Ex (%) 142 (17) 37 53

Diluted EPS (S cts) 1.1 1.3 1.3 2.0

Net DPS (S cts) 0.5 0.5 0.5 0.5

BV Per Share (S cts) 25.7 31.3 32.1 33.5

PE (X) 64.6 58.5 57.1 37.4

PE Pre Ex. (X) 64.6 78.1 57.1 37.4

P/Cash Flow (X) 20.4 nm 10.1 17.2

EV/EBITDA (X) 48.1 60.8 30.1 16.8

Net Div Yield (%) 0.7 0.7 0.7 0.7

P/Book Value (X) 2.9 2.4 2.3 2.2

Net Debt/Equity (X) CASH CASH CASH CASH

ROAE (%) 4.5 5.9 4.1 6.0

Source of all data: Company, DBS Vickers, Bloomberg Finance L.P

Yoma consortium is Myanmar's

first telecom tower companies

towers to Ooredoo Myanmar JV will lease to

multiple tenants subsequentlySigned agreement to develop and lease telecom

earnings accretion likely to be in 2015 onwardsThis development is positive and fast-paced,

but we believe its stake would not be substantialYoma would need to raise fund for this venture

? Maintain Buy, TP S$1.02

Yoma announced that its telecom JV with Digicel and FMI

named Digicel Asian Holdings, has signed an agreement

with Ooredoo Myanmar, one of the winners of Myanmar's

telco operating licence, to develop, construct and lease

telecom towers to the latter. This joint venture will be

amongst the first telecoms tower companies to begin

construction in Myanmar and will accept multi-tenancy

agreements.

This development is in line with Yoma's aspiration to be a

conglomerate and we believe it will contribute positively to

the company in the long haul although the accretion may

be insignificant. Yoma has not released any quantifiable

details at this stage. But, Yoma would surely need funding

to invest in this JV although we believe their stake would

not be substantial. Based on Myanmar government's

timeline to expand mobile penetration from less than 5%

to 80% by 2015-2016, we believe this would be a fastpaced

development and should start no later than 2014.

That said, we do not expect immediate profits in its first

year of operations considering start up expenses.

We expect further update on this JV over the next few

weeks and will update accordingly.

Maintain Buy on Yoma with TP of S$1.02.

Useful To Me Not Useful To Me

ozone2002
Supreme

21-May-2014 18:05

ozone2002 About Contact Quote this Post! Style: Technical

x 0
x 0

Alert Admin

Yoma' s Q4 net profit down 45% as other income falls

Useful To Me Not Useful To Me

ozone2002
Supreme

21-May-2014 10:17

ozone2002 About Contact Quote this Post! Style: Technical

x 0
x 0

Alert Admin

i wonder if they fired the analyst

Last:0.695 Vol:5737k

+0.015

ozone2002 ( Date: 03-Dec-2013 11:42) Posted:

DBS analyst still promoting this high PE stock.. now 50x PE

BUY S$0.74 STI : 3,188.76

Price Target : S$ 1.02

Analyst

TAN Ai Teng +65 6398 7967

[email protected]

Price Relative

261

461

661

861

1061

1261

0.0

0.2

0.4

0.6

0.8

1.0

Dec-09 Jan-11 Jan-12 Jan-13

S$ Relative Index

Yoma Strategic Holdings (LHS) Relative STI INDEX (RHS)

Forecasts and Valuation

FY Mar (S$ m) 2012A 2013A 2014F 2015F

Revenue 39 60 99 141

EBITDA 8 13 29 43

Pre-tax Profit 6 16 28 42

Net Profit 6 14 15 23

Net Pft (Pre Ex.) 6 11 15 23

EPS (S cts) 1.1 1.3 1.3 2.0

EPS Pre Ex. (S cts) 1.1 0.9 1.3 2.0

EPS Gth (%) 117 10 3 53

EPS Gth Pre Ex (%) 142 (17) 37 53

Diluted EPS (S cts) 1.1 1.3 1.3 2.0

Net DPS (S cts) 0.5 0.5 0.5 0.5

BV Per Share (S cts) 25.7 31.3 32.1 33.5

PE (X) 64.6 58.5 57.1 37.4

PE Pre Ex. (X) 64.6 78.1 57.1 37.4

P/Cash Flow (X) 20.4 nm 10.1 17.2

EV/EBITDA (X) 48.1 60.8 30.1 16.8

Net Div Yield (%) 0.7 0.7 0.7 0.7

P/Book Value (X) 2.9 2.4 2.3 2.2

Net Debt/Equity (X) CASH CASH CASH CASH

ROAE (%) 4.5 5.9 4.1 6.0

Source of all data: Company, DBS Vickers, Bloomberg Finance L.P

Yoma consortium is Myanmar's

first telecom tower companies

towers to Ooredoo Myanmar JV will lease to

multiple tenants subsequentlySigned agreement to develop and lease telecom

earnings accretion likely to be in 2015 onwardsThis development is positive and fast-paced,

but we believe its stake would not be substantialYoma would need to raise fund for this venture

? Maintain Buy, TP S$1.02

Yoma announced that its telecom JV with Digicel and FMI

named Digicel Asian Holdings, has signed an agreement

with Ooredoo Myanmar, one of the winners of Myanmar's

telco operating licence, to develop, construct and lease

telecom towers to the latter. This joint venture will be

amongst the first telecoms tower companies to begin

construction in Myanmar and will accept multi-tenancy

agreements.

This development is in line with Yoma's aspiration to be a

conglomerate and we believe it will contribute positively to

the company in the long haul although the accretion may

be insignificant. Yoma has not released any quantifiable

details at this stage. But, Yoma would surely need funding

to invest in this JV although we believe their stake would

not be substantial. Based on Myanmar government's

timeline to expand mobile penetration from less than 5%

to 80% by 2015-2016, we believe this would be a fastpaced

development and should start no later than 2014.

That said, we do not expect immediate profits in its first

year of operations considering start up expenses.

We expect further update on this JV over the next few

weeks and will update accordingly.

Maintain Buy on Yoma with TP of S$1.02.

Useful To Me Not Useful To Me

Atom99
Master

21-May-2014 07:33

Atom99 About Contact Quote this Post! Style: Fundamental Mood:

Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"

x 0
x 0

Alert Admin

YOMA's FY ENDED MAR 2014.

Yoma Strategic records S$100 million revenue milestone
 FY2014 revenue increased over 66% year-on-year to S$100.5 million
 FY2014 net profit up 67.8% to S$23.9 million and FY2014 net profit
attributable to shareholders rose 13.5% year-on-year to S$16.4 million
 Strong revenue growth driven by Real Estate Division contributing 91%
of the Group?s turnover in FY2014

Atom99 ( Date: 22-Apr-2014 18:46) Posted:

JOINT VENTURE AGREEMENT WITH MITSUBISHI CORPORATION AND FIRST MYANMAR INVESTMENT CO., LTD

The Board of Directors of Yoma Strategic Holdings Ltd. (the &ldquo Company&rdquo and together with its subsidiaries, the &ldquo Group&rdquo ) is pleased to announce that the Company has entered into a joint venture agreement with Mitsubishi Corporation (&ldquo MC&rdquo ) and First Myanmar Investment Co., Ltd (&ldquo FMI&rdquo ) for the purposes of establishing a joint-venture company to provide, inter alia, the technical services and solutions, installation, testing and commissioning and import and supply of elevators, escalators and related products in the Republic of the Union of Myanmar.

The parties have established the joint venture company, MC Elevator (Myanmar) Ltd (&ldquo MC Elevator&rdquo ) in Myanmar. The initial issued and paid-up capital of MC Elevator will be US$1.5 million comprising 1.5 million ordinary shares of US$1.00 each. The Company, through its wholly-owned subsidiary, Yoma Strategic Investments Ltd., has subscribed for 20% of the issued share capital of MC Elevator for an initial cash consideration of US$5,000. MC will hold 60% and FMI will hold 20% of the issued share capital of MC Elevator. The shareholders will subscribe for their respective pro rata portion of the balance amount of the issued and paid-up capital upon the satisfaction of certain conditions precedent.

isaacsgx ( Date: 27-Mar-2014 10:04) Posted:

Today is the Myanmar play

Useful To Me Not Useful To Me

First < Newer 5961-5980 of 6575 Older> Last

ShareJunction Version: 27 Nov 2020 ver- All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.