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If u are no urgent to use the money. Keep it and have faith on it..
bustersg ( Date: 10-Aug-2022 10:32) Posted:
paper loss about $500+
based on last div $0.135, i will break even paper loss because still need include comission when selling.
so yeah, no point selling now... waste of time. no win no lose.
TheMatrix ( Date: 10-Aug-2022 10:25) Posted:
| Today u sell , u still will get.. But doubt u will do that since u already suffer paper loses. Why not enjoy the dividend and wait for it to slowly climb back |
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paper loss about $500+
based on last div $0.135, i will break even paper loss because still need include comission when selling.
so yeah, no point selling now... waste of time. no win no lose.
TheMatrix ( Date: 10-Aug-2022 10:25) Posted:
Today u sell , u still will get.. But doubt u will do that since u already suffer paper loses. Why not enjoy the dividend and wait for it to slowly climb back.
bustersg ( Date: 10-Aug-2022 10:23) Posted:
just curious.
if an invester sell on ex-divdend date, does he/she still get the divdend or must sell on/after the " record" date?
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Today u sell , u still will get.. But doubt u will do that since u already suffer paper loses. Why not enjoy the dividend and wait for it to slowly climb back.
bustersg ( Date: 10-Aug-2022 10:23) Posted:
just curious.
if an invester sell on ex-divdend date, does he/she still get the divdend or must sell on/after the " record" date?
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just curious.
if an invester sell on ex-divdend date, does he/she still get the divdend or must sell on/after the " record" date?
Nobody will know. for me i just hold tight and not margin. Once it flush also can be 20%, so must be hold very tight!
moneyspinner ( Date: 08-Aug-2022 18:02) Posted:
Judging from the earlier exd movement of Samudera, it may correct to below 90 cts then retrace back to above a $ nearing the financial year end results in March/April next year. But who knows it may react differently this time.......
bustersg ( Date: 08-Aug-2022 12:42) Posted:
I invested at $1.18 and worried it might drop more near the ex-dividend date.
I am in for the long as the financial numbers are healthy.
I would like to ask IF i should I sell (once i receive the dividend) and wait for re-entry again.
... if there is a slightest chance, the price will drop after payput e.g. to below $0.90 |
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Judging from the earlier exd movement of Samudera, it may correct to below 90 cts then retrace back to above a $ nearing the financial year end results in March/April next year. But who knows it may react differently this time.......
bustersg ( Date: 08-Aug-2022 12:42) Posted:
I invested at $1.18 and worried it might drop more near the ex-dividend date.
I am in for the long as the financial numbers are healthy.
I would like to ask IF i should I sell (once i receive the dividend) and wait for re-entry again.
... if there is a slightest chance, the price will drop after payput e.g. to below $0.90 |
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I invested at $1.18 and worried it might drop more near the ex-dividend date.
I am in for the long as the financial numbers are healthy.
I would like to ask IF i should I sell (once i receive the dividend) and wait for re-entry again.
... if there is a slightest chance, the price will drop after payput e.g. to below $0.90
I think we should not be too demanding on div. 20c for full year is more than reasonable
Are Robust Financials Driving The Recent Rally In Samudera Shipping Line Ltd' s (SGX:S56) Stock?
Published
March 21, 2022
Samudera Shipping Line (SGX:S56) has had a great run on the share market with its stock up by a significant 68% over the last three months. Since the market usually pay for a company&rsquo s long-term fundamentals, we decided to study the company&rsquo s key performance indicators to see if they could be influencing the market. Particularly, we will be paying attention to
Samudera Shipping Line' s ROE today.
Return on equity or ROE is a key measure used to assess how efficiently a company' s management is utilizing the company' s capital. Put another way, it reveals the company' s success at turning shareholder investments into profits.
See our latest analysis for Samudera Shipping Line
How To Calculate Return On Equity?
Return on equity can be calculated by using the formula:
Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity
So, based on the above formula, the ROE for Samudera Shipping Line is:
40% = US$130m ÷ US$322m (Based on the trailing twelve months to December 2021).
The ' return' is the income the business earned over the last year. That means that for every SGD1 worth of shareholders' equity, the company generated SGD0.40 in profit.
What Is The Relationship Between ROE And Earnings Growth?
We have already established that ROE serves as an efficient profit-generating gauge for a company' s future earnings. Depending on how much of these profits the company reinvests or " retains" , and how effectively it does so, we are then able to assess a company&rsquo s earnings growth potential. Assuming everything else remains unchanged, the higher the ROE and profit retention, the higher the growth rate of a company compared to companies that don' t necessarily bear these characteristics.
Samudera Shipping Line' s Earnings Growth And 40% ROE
To begin with, Samudera Shipping Line has a pretty high ROE which is interesting. Secondly, even when compared to the industry average of 13% the company' s ROE is quite impressive. So, the substantial 72% net income growth seen by Samudera Shipping Line over the past five years isn' t overly surprising.
We then compared Samudera Shipping Line' s net income growth with the industry and we' re pleased to see that the company' s growth figure is higher when compared with the industry which has a growth rate of 37% in the same period.
![](data:image/svg+xml charset=utf-8,< svg height=" 334" width=" 821" xmlns=" http://www.w3.org/2000/svg" version=" 1.1" /> )
SGX:S56 Past Earnings Growth March 21st 2022
The basis for attaching value to a company is, to a great extent, tied to its earnings growth. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. This then helps them determine if the stock is placed for a bright or bleak future. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to
check if Samudera Shipping Line is trading on a high P/E or a low P/E, relative to its industry.
Is Samudera Shipping Line Efficiently Re-investing Its Profits?
Samudera Shipping Line' s three-year median payout ratio is a pretty moderate 34%, meaning the company retains 66% of its income. By the looks of it, the dividend is well covered and Samudera Shipping Line is reinvesting its profits efficiently as evidenced by its exceptional growth which we discussed above.
Besides, Samudera Shipping Line has been paying dividends for at least ten years or more. This shows that the company is committed to sharing profits with its shareholders.
Summary
In total, we are pretty happy with Samudera Shipping Line' s performance. In particular, it' s great to see that the company is investing heavily into its business and along with a high rate of return, that has resulted in a sizeable growth in its earnings. If the company continues to grow its earnings the way it has, that could have a positive impact on its share price given how earnings per share influence long-term share prices. Let' s not forget, business risk is also one of the factors that affects the price of the stock. So this is also an important area that investors need to pay attention to before making a decision on any business. You can see the 2 risks we have identified for Samudera Shipping Line by visiting our risks dashboard for free
on our platform here.
You might be right. I noted that payout ratio of H1FY22 interim dividend is 3x that of H1FY21 interim dividend.
yoyoyo ( Date: 07-Aug-2022 14:41) Posted:
In my opinion, SSL most likely will be increasing its payout ratio beyond 50%. Why? Because of its ballooning cash, low capex (mainly long term hire charter) and most importantly to flow back more money to its holding company SI. If you follow closely on SI, you will note that it?s shareholders are very unhappy with the IDR50 dividend. SI management has promised much higher payout in the coming years.
I have no doubt on this assurance, the question is whether you have the patience. |
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In my opinion, SSL most likely will be increasing its payout ratio beyond 50%. Why? Because of its ballooning cash, low capex (mainly long term hire charter) and most importantly to flow back more money to its holding company SI. If you follow closely on SI, you will note that it?s shareholders are very unhappy with the IDR50 dividend. SI management has promised much higher payout in the coming years.
I have no doubt on this assurance, the question is whether you have the patience.
Normally the dividend for first half is lesser compared to second half. Second half most likely will have special dividend. Based on last year record, the payout ratio is 42% of the FY net profit. Also, the management mentioned they prefer to pay dividend to reward shareholder instead of share buyback.
yau123 ( Date: 06-Aug-2022 20:06) Posted:
| This company earn 170mil USD but only pay 30m+SGD as dividend. Hope next half year can pay more! |
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This company earn 170mil USD but only pay 30m+SGD as dividend. Hope next half year can pay more!
Conservative SGD 0.25 is good enough....based on current share price, the FY yield is around 30%.
If FY 2023 net profit 150-170M USD, it is good enough as well..
GoldenPig ( Date: 05-Aug-2022 20:22) Posted:
That is great! Means we can expect a really big dividend bonanza for end FY22. Might be upper end of the 25~30 cents range I guesstimated. And FY23 earnings could be very good, not as good as FY22 but definitely better than FY21.
Btw, what is this fund managers briefing? I guess Samudera Indonesian parent gave the briefing. When?
bryan2003 ( Date: 05-Aug-2022 17:24) Posted:
Some key takeaway from the fund managers briefing.
1) Volume has dropped slightly but the freight cost remained at high side.
2) Volume will pickup late third quarter till forth quarter due to festive season.
3) The drop of spot rate doesn' t affect Samudera much because they have long contract with their customer.
4) Mr. Bani is highly confidence second half' s revenue will be better than first half.
5) New capacity will only arrive in the market late 2023 and 2024. Current new capacity in the market doesn' t seem to interrupt the supply and demand. The supply is still tight. |
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That is great! Means we can expect a really big dividend bonanza for end FY22. Might be upper end of the 25~30 cents range I guesstimated. And FY23 earnings could be very good, not as good as FY22 but definitely better than FY21.
Btw, what is this fund managers briefing? I guess Samudera Indonesian parent gave the briefing. When?
bryan2003 ( Date: 05-Aug-2022 17:24) Posted:
Some key takeaway from the fund managers briefing.
1) Volume has dropped slightly but the freight cost remained at high side.
2) Volume will pickup late third quarter till forth quarter due to festive season.
3) The drop of spot rate doesn' t affect Samudera much because they have long contract with their customer.
4) Mr. Bani is highly confidence second half' s revenue will be better than first half.
5) New capacity will only arrive in the market late 2023 and 2024. Current new capacity in the market doesn' t seem to interrupt the supply and demand. The supply is still tight. |
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Not all the case. Few rare case of after dividend, price still maintain. Given the super low PE and plenty of cash they have. The price can go higher.
FOREVERFREEDOM ( Date: 05-Aug-2022 16:38) Posted:
| Most people have no intention to hold ticket, because after dividend ex, the share price will adjust accordingly too. The thought maybe no point for them to hold to collect dividend, as they can sell directly. |
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Some key takeaway from the fund managers briefing.
1) Volume has dropped slightly but the freight cost remained at high side.
2) Volume will pickup late third quarter till forth quarter due to festive season.
3) The drop of spot rate doesn' t affect Samudera much because they have long contract with their customer.
4) Mr. Bani is highly confidence second half' s revenue will be better than first half.
5) New capacity will only arrive in the market late 2023 and 2024. Current new capacity in the market doesn' t seem to interrupt the supply and demand. The supply is still tight.
Most people have no intention to hold ticket, because after dividend ex, the share price will adjust accordingly too. The thought maybe no point for them to hold to collect dividend, as they can sell directly.
Yah. I think it' s short term momentum traders who had no intentions of collecting the dividend. Now they exit with whatever profit or loss they could get.
TheMatrix ( Date: 05-Aug-2022 14:29) Posted:
I think it's not BB dump those shares. More like contra player due and cannot afford to hold and force sell. More like institution and BB slowly but back these stocks at lower price from them plus waiting dividends.
ozone2002 ( Date: 05-Aug-2022 10:19) Posted:
1.18  -0.03
BBs pump and dump to unsuspecting retailers |
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